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Japanese (NIKKEI) Consumer Staples Sector Analysis

UpdatedSep 26, 2025
DataAggregated Company Financials
Companies293
  • 7D-0.2%
  • 3M5.9%
  • 1Y2.4%
  • YTD8.7%

In the last week, the Consumer Staples industry is flat overall, with Kao standing out by going down 3.6%. The past year has been better, since the industry has gained 4.3% in that time. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Sep 2025JP¥65.4tJP¥90.6tJP¥2.6t16.4x25.6x0.7x
Sun, 24 Aug 2025JP¥65.6tJP¥90.5tJP¥2.5t16.5x25.8x0.7x
Tue, 22 Jul 2025JP¥62.0tJP¥90.0tJP¥2.9t15.9x21.3x0.7x
Thu, 19 Jun 2025JP¥62.8tJP¥93.6tJP¥2.9t15.7x21.8x0.7x
Sat, 17 May 2025JP¥62.8tJP¥91.8tJP¥2.9t15.7x21.7x0.7x
Mon, 14 Apr 2025JP¥59.9tJP¥91.5tJP¥2.6t15.1x22.7x0.7x
Wed, 12 Mar 2025JP¥59.6tJP¥91.1tJP¥2.8t15.3x21.1x0.7x
Fri, 07 Feb 2025JP¥59.4tJP¥90.5tJP¥2.9t14.8x20.7x0.7x
Sun, 05 Jan 2025JP¥62.2tJP¥91.5tJP¥3.0t15.3x20.9x0.7x
Tue, 03 Dec 2024JP¥62.9tJP¥91.8tJP¥3.0t15x21.1x0.7x
Thu, 31 Oct 2024JP¥63.7tJP¥91.2tJP¥3.0t15.4x20.9x0.7x
Sat, 28 Sep 2024JP¥66.0tJP¥90.6tJP¥3.1t15.8x21.5x0.7x
Mon, 26 Aug 2024JP¥62.9tJP¥90.5tJP¥3.1t15.4x20.5x0.7x
Wed, 24 Jul 2024JP¥65.9tJP¥91.1tJP¥3.1t16x21.4x0.7x
Fri, 21 Jun 2024JP¥64.1tJP¥90.7tJP¥3.1t15.9x20.7x0.7x
Sun, 19 May 2024JP¥65.3tJP¥89.0tJP¥3.1t15.5x21.1x0.7x
Tue, 16 Apr 2024JP¥63.7tJP¥88.2tJP¥3.0t16.2x21.1x0.7x
Thu, 14 Mar 2024JP¥62.9tJP¥88.9tJP¥3.0t16.3x21x0.7x
Sat, 10 Feb 2024JP¥63.6tJP¥88.5tJP¥2.9t16.7x21.8x0.7x
Mon, 08 Jan 2024JP¥61.7tJP¥88.3tJP¥2.8t16.5x21.6x0.7x
Wed, 06 Dec 2023JP¥61.4tJP¥88.1tJP¥2.9t16.5x21.6x0.7x
Fri, 03 Nov 2023JP¥61.8tJP¥87.7tJP¥2.8t17.2x22x0.7x
Sun, 01 Oct 2023JP¥61.0tJP¥87.5tJP¥2.7t17.5x22.4x0.7x
Tue, 29 Aug 2023JP¥61.7tJP¥87.3tJP¥2.7t17.9x22.7x0.7x
Thu, 27 Jul 2023JP¥60.2tJP¥86.6tJP¥2.6t18.7x22.8x0.7x
Sat, 24 Jun 2023JP¥60.9tJP¥86.0tJP¥2.7t18.6x22.8x0.7x
Mon, 22 May 2023JP¥60.7tJP¥85.8tJP¥2.7t18.6x22.8x0.7x
Wed, 19 Apr 2023JP¥58.1tJP¥84.8tJP¥2.6t17x22.1x0.7x
Fri, 17 Mar 2023JP¥54.9tJP¥83.2tJP¥2.6t16.2x21.1x0.7x
Sun, 12 Feb 2023JP¥54.9tJP¥82.7tJP¥2.6t17.1x21.2x0.7x
Tue, 10 Jan 2023JP¥53.8tJP¥81.1tJP¥2.6t16.7x20.9x0.7x
Thu, 08 Dec 2022JP¥55.4tJP¥81.0tJP¥2.6t16.9x21.6x0.7x
Sat, 05 Nov 2022JP¥53.1tJP¥79.9tJP¥2.6t15.3x20.6x0.7x
Mon, 03 Oct 2022JP¥54.3tJP¥78.1tJP¥2.6t15.3x20.8x0.7x
Price to Earnings Ratio

20.8x


Total Market Cap: JP¥54.3tTotal Earnings: JP¥2.6tTotal Revenue: JP¥78.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Staples Sector Price to Earnings3Y Average 21.7x202320242025
Current Industry PE
  • Investors are optimistic on the Japanese Consumer Staples industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.5x which is higher than its 3-year average PE of 21.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.69x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 5.1% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

JP Market0.66%
Consumer Staples-0.19%
Tobacco1.56%
Beverage0.43%
Food and Staples Retail-0.30%
Food-0.43%
Personal Products-1.42%
Household Products-1.87%
Industry PE
  • Investors are most optimistic about the Tobacco industry which is trading above its 3-year average PE ratio of 15.8x.
    • Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings decline of 61.2% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 31.8x.
Forecasted Growth
  • Analysts are most optimistic on the Tobacco industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 61% per year.
  • In contrast, the Household Products industry is expected to see its earnings grow by 6.1% 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¥4.93k3.3%
+JP¥280.5b		14.2%PE45.1x
2502 Asahi Group HoldingsJP¥1.84k3.5%
+JP¥93.2b		-5.9%PE15.9x
8267 AeonJP¥1.85k1.9%
+JP¥89.1b		40.3%PE253.4x
2802 AjinomotoJP¥4.29k2.1%
+JP¥84.7b		49.8%PE53.2x
3382 Seven & i HoldingsJP¥2.02k1.6%
+JP¥80.0b		-9.0%PE24.8x

Latest News

2503
JP¥2,219.50
Kirin Holdings Company
7D
1.7%
1Y
-0.8%
3088
JP¥3,094.00
MatsukiyoCocokara
7D
1.7%
1Y
28.0%
2874
JP¥1,232.00
YokoreiLtd
7D
-5.2%
1Y
28.1%
2802
JP¥4,285.00
Ajinomoto
7D
2.1%
1Y
49.8%
2914
JP¥4,928.00
Japan Tobacco
7D
3.3%
1Y
14.2%

Reduced-risk Offerings And International Markets Will Secure Long-Term Success

Japan Tobacco's consensus price target saw a marginal increase to ¥4,812, as revenue growth and net profit margin forecasts remained effectively stable. What's in the News Announced increased second quarter dividend to JPY 104.00 per share from JPY 97.00, and raised year-end dividend guidance to JPY 104.00 per share.
3382
JP¥2,018.50
Seven & i Holdings
7D
1.6%
1Y
-9.0%

Digital Integration And Store Modernization Will Drive Future Momentum

Despite a modest improvement in net profit margin and a slight decline in the forward P/E ratio, the consensus price target for Seven & i Holdings has experienced a marginal downward revision to ¥2306. What's in the News Alimentation Couche-Tard withdrew its takeover bid for Seven & i Holdings, citing lack of constructive engagement and delays, while Seven & i reaffirmed its standalone value creation plan, especially in North America.
2502
JP¥1,842.00
Asahi Group Holdings
7D
3.5%
1Y
-5.9%
8267
JP¥1,850.50
Aeon
7D
1.9%
1Y
40.3%
141A
JP¥2,370.00
Trial Holdings
7D
-0.9%
1Y
-30.7%

Is Trial Holdings Inc. (TSE:141A) Trading At A 39% Discount?

Sep 16
Is Trial Holdings Inc. (TSE:141A) Trading At A 39% Discount?
3038
JP¥4,130.00
Kobe Bussan
7D
-3.8%
1Y
-5.0%

Kobe Bussan Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Sep 13
Kobe Bussan Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
2229
JP¥2,942.50
Calbee
7D
-2.5%
1Y
-13.9%
2923
JP¥8,280.00
Sato Foods
7D
-8.0%
1Y
0.5%
4452
JP¥6,514.00
Kao
7D
-2.3%
1Y
-10.4%

Premium Product Investments And Emerging Markets Will Unlock Future Potential

With both Kao's Future P/E and discount rate remaining effectively unchanged, the consensus analyst price target also held steady at ¥7630. What's in the News Kao joined a 27-company consortium, led by Resonac, to co-develop materials and equipment for next-generation panel-level organic interposers in advanced semiconductor packaging.
4911
JP¥2,526.50
Shiseido Company
7D
4.5%
1Y
-36.6%
7649
JP¥3,602.00
Sugi HoldingsLtd
7D
-2.0%
1Y
33.6%
2700
JP¥4,670.00
Kitoku Shinryo
7D
-11.7%
1Y
314.7%