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Japanese (NIKKEI) Consumer Staples Sector Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies290
  • 7D2.2%
  • 3M2.8%
  • 1Y20.4%
  • YTD2.6%

In the last week, the Consumer Staples industry is up 2.9%, with Seven & i Holdings up 3.8%. During this same period, the Coca-Cola Bottlers Japan Holdings underperformed, falling 6.7%. This means that the industry has gained 20% over the past year. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

Has the Japanese Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Apr 2026JP¥69.6tJP¥90.0tJP¥3.1t15.7x22.7x0.8x
Sun, 01 Mar 2026JP¥72.6tJP¥89.9tJP¥3.1t16.8x23.2x0.8x
Tue, 27 Jan 2026JP¥67.6tJP¥89.3tJP¥3.0t16.1x22.3x0.8x
Thu, 25 Dec 2025JP¥67.6tJP¥91.2tJP¥3.0t15.9x22.9x0.7x
Sat, 22 Nov 2025JP¥69.9tJP¥92.8tJP¥3.0t15.6x23.4x0.8x
Mon, 20 Oct 2025JP¥65.5tJP¥92.1tJP¥2.6t15.6x25.1x0.7x
Wed, 17 Sep 2025JP¥65.4tJP¥90.6tJP¥2.6t16.4x25.6x0.7x
Fri, 15 Aug 2025JP¥64.6tJP¥90.5tJP¥2.8t16.3x22.9x0.7x
Sun, 13 Jul 2025JP¥62.1tJP¥91.4tJP¥2.9t15.7x21.7x0.7x
Tue, 10 Jun 2025JP¥62.2tJP¥93.5tJP¥2.9t15.7x21.5x0.7x
Thu, 08 May 2025JP¥63.0tJP¥91.4tJP¥2.6t16.3x24x0.7x
Sat, 05 Apr 2025JP¥59.2tJP¥91.1tJP¥2.6t15x23.2x0.6x
Mon, 03 Mar 2025JP¥58.4tJP¥91.0tJP¥2.8t14.9x20.7x0.6x
Wed, 29 Jan 2025JP¥60.9tJP¥90.3tJP¥2.9t15x21.2x0.7x
Fri, 27 Dec 2024JP¥61.4tJP¥91.5tJP¥3.0t15.2x20.7x0.7x
Sun, 24 Nov 2024JP¥62.2tJP¥91.8tJP¥3.0t15x20.9x0.7x
Tue, 22 Oct 2024JP¥63.2tJP¥91.2tJP¥3.0t15.3x20.8x0.7x
Thu, 19 Sep 2024JP¥63.4tJP¥88.5tJP¥3.0t16.4x21.1x0.7x
Sat, 17 Aug 2024JP¥61.2tJP¥90.4tJP¥3.1t15.4x19.9x0.7x
Mon, 15 Jul 2024JP¥65.4tJP¥90.9tJP¥3.1t16.1x21.1x0.7x
Wed, 12 Jun 2024JP¥65.4tJP¥90.6tJP¥3.1t15.8x21.1x0.7x
Fri, 10 May 2024JP¥64.6tJP¥88.4tJP¥3.1t15.9x21.2x0.7x
Sun, 07 Apr 2024JP¥63.9tJP¥89.7tJP¥3.0t16.5x21.2x0.7x
Tue, 05 Mar 2024JP¥63.1tJP¥88.9tJP¥3.0t16.2x21.1x0.7x
Thu, 01 Feb 2024JP¥63.5tJP¥88.4tJP¥2.9t17.3x22.1x0.7x
Sat, 30 Dec 2023JP¥61.0tJP¥88.2tJP¥2.8t16.2x21.4x0.7x
Mon, 27 Nov 2023JP¥61.7tJP¥88.1tJP¥2.8t16.5x21.6x0.7x
Wed, 25 Oct 2023JP¥59.4tJP¥87.5tJP¥2.7t16.8x21.8x0.7x
Fri, 22 Sep 2023JP¥61.5tJP¥87.4tJP¥2.7t17.8x22.6x0.7x
Sun, 20 Aug 2023JP¥60.6tJP¥87.3tJP¥2.7t17.3x22.3x0.7x
Tue, 18 Jul 2023JP¥59.3tJP¥86.5tJP¥2.6t18.5x22.5x0.7x
Thu, 15 Jun 2023JP¥61.1tJP¥86.0tJP¥2.7t18.5x22.9x0.7x
Sat, 13 May 2023JP¥59.6tJP¥85.2tJP¥2.6t18.1x22.6x0.7x
Mon, 10 Apr 2023JP¥55.8tJP¥84.4tJP¥2.6t16.8x21.3x0.7x
Price to Earnings Ratio

21.3x


Total Market Cap: JP¥55.8tTotal Earnings: JP¥2.6tTotal Revenue: JP¥84.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Staples Sector Price to Earnings3Y Average 22x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Consumer Staples industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 22.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 5.4% per year over the last three years.
  • Revenues for these companies have grown 2.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Staples sector?

JP Market-0.87%
Consumer Staples2.23%
Personal Products3.61%
Beverage3.40%
Household Products2.57%
Food and Staples Retail2.38%
Food2.12%
Tobacco0.37%
Industry PE
  • Investors are most optimistic about the Personal Products industry, which is trading close to its 3-year average PE ratio of 41.2x.
    • Analysts are expecting annual earnings growth of 16.8%, which is higher than its past year's earnings growth of 6.9% per year.
  • Investors are most pessimistic about the Beverage industry, which is trading close to its 3-year average of 20.0x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings growth rate of 6.9% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 8.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
2914 Japan TobaccoJP¥6.10k2.0%
+JP¥209.5b		49.9%PE21.7x
3382 Seven & i HoldingsJP¥2.19k2.8%
+JP¥139.9b		7.7%PE16.4x
2802 AjinomotoJP¥4.65k2.6%
+JP¥114.2b		60.1%PE57.5x
2801 KikkomanJP¥1.55k7.7%
+JP¥102.8b		10.6%PE24.2x
2502 Asahi Group HoldingsJP¥1.64k3.9%
+JP¥90.0b		-14.6%PE15.4x

Latest News

3391
JP¥2,512.00
Tsuruha Holdings
7D
-0.6%
1Y
34.4%
2588
JP¥3,755.00
Premium Water HoldingsInc
7D
-6.5%
1Y
40.5%
3382
JP¥2,187.00
Seven & i Holdings
7D
2.8%
1Y
7.7%
8267
JP¥1,939.50
Aeon
7D
1.3%
1Y
53.4%

8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced

Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).
4911
JP¥3,383.00
Shiseido Company
7D
5.3%
1Y
29.7%

4911: Future Dividend Policy And Higher Margins Will Support Earnings Outlook

Analysts have raised Shiseido Company's fair value estimate from ¥3,700 to ¥4,000, reflecting updated views on slightly higher revenue growth, profit margins, and a modestly higher future P/E assumption. What's in the News Shiseido Company issued dividend guidance for the second quarter of fiscal 2026, with an expected dividend of ¥30 per share compared with ¥20 per share a year earlier (Key Developments).
2914
JP¥6,096.00
Japan Tobacco
7D
2.0%
1Y
49.9%

2914: Higher Dividends And Stable Margins Will Support Balanced Future Returns

Analysts have inched their blended fair value estimate for Japan Tobacco slightly lower to about ¥6,107 per share, reflecting a small adjustment to discount rate assumptions alongside updated views on revenue growth, profit margins and future P/E expectations. What's in the News Japan Tobacco issued dividend guidance for the second quarter of fiscal 2026, with an expected payment of ¥121.00 per share compared with ¥104.00 per share a year earlier (company guidance).
2579
JP¥3,390.00
Coca-Cola Bottlers Japan Holdings
7D
-7.3%
1Y
43.3%

2579: Higher Dividends And Buybacks Will Meet Only Slightly Firmer Fundamentals

Narrative Update The analyst price target for Coca-Cola Bottlers Japan Holdings has been adjusted slightly higher from ¥3,845 to ¥3,865 as analysts refine their assumptions around fair value and future P/E, while keeping discount rate, revenue growth and profit margin expectations broadly consistent. What's in the News Coca-Cola Bottlers Japan Holdings declared a year end dividend of ¥32.00 per share for the fiscal year ended December 31, 2025, compared with ¥28.00 per share a year earlier, with payment scheduled for March 30, 2026 (Key Developments).
2802
JP¥4,649.00
Ajinomoto
7D
2.6%
1Y
60.1%

2802: Recent Share Surge Will Raise Execution Risk For Earnings Outlook

Ajinomoto's analyst fair value target has been revised from ¥3,500 to ¥3,650. Analysts cite valuation after the shares moved sharply in recent weeks and have recalibrated their assumptions on revenue growth, profit margin, and future P/E to support the updated view.
3038
JP¥3,362.00
Kobe Bussan
7D
-2.7%
1Y
-10.3%
2587
JP¥4,598.00
Suntory Beverage & Food
7D
3.3%
1Y
-6.0%
2296
JP¥5,860.00
Itoham Yonekyu Holdings
7D
-2.5%
1Y
45.2%
2222
JP¥1,898.50
Kotobuki Spirits
7D
-3.4%
1Y
-15.4%
2270
JP¥3,305.00
MEGMILK SNOW BRANDLtd
7D
-0.6%
1Y
30.6%
2607
JP¥3,562.00
Fuji Oil
7D
-2.5%
1Y
16.3%
2801
JP¥1,554.50
Kikkoman
7D
7.7%
1Y
10.6%
2502
JP¥1,636.50
Asahi Group Holdings
7D
3.9%
1Y
-14.6%