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Japanese (NIKKEI) Consumer Staples Sector Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies285
  • 7D1.5%
  • 3M-4.2%
  • 1Y7.7%
  • YTD-1.8%

The Consumer Staples industry is up 1.5% in the last week, with Ajinomoto up 5.1%. In the same time, Sapporo Breweries was down 9.0%. This means that the industry has gained 7.7% over the past year. Looking forward, earnings are forecast to grow by 9.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jul 2026JP¥66.2tJP¥91.8tJP¥3.3t14.4x20.3x0.7x
Sun, 31 May 2026JP¥65.1tJP¥90.3tJP¥3.2t14.6x20.1x0.7x
Tue, 28 Apr 2026JP¥65.0tJP¥89.5tJP¥3.1t15.3x21x0.7x
Thu, 26 Mar 2026JP¥68.0tJP¥90.0tJP¥3.1t15.9x22.2x0.8x
Sat, 21 Feb 2026JP¥71.4tJP¥89.9tJP¥3.1t16.6x22.9x0.8x
Mon, 19 Jan 2026JP¥66.7tJP¥89.3tJP¥3.0t16.1x22x0.7x
Wed, 17 Dec 2025JP¥67.4tJP¥91.5tJP¥3.0t15.6x22.8x0.7x
Fri, 14 Nov 2025JP¥68.1tJP¥92.5tJP¥3.0t15.4x22.9x0.7x
Sun, 12 Oct 2025JP¥63.7tJP¥90.4tJP¥2.6t15.8x24.4x0.7x
Tue, 09 Sep 2025JP¥65.7tJP¥90.5tJP¥2.5t16.5x25.8x0.7x
Thu, 07 Aug 2025JP¥64.2tJP¥90.3tJP¥2.8t16x22.5x0.7x
Sat, 05 Jul 2025JP¥62.6tJP¥93.5tJP¥2.9t15.8x21.7x0.7x
Mon, 02 Jun 2025JP¥62.8tJP¥91.9tJP¥2.9t16x21.7x0.7x
Wed, 30 Apr 2025JP¥62.2tJP¥91.2tJP¥2.6t15.8x23.5x0.7x
Fri, 28 Mar 2025JP¥61.1tJP¥91.1tJP¥2.8t15.6x21.6x0.7x
Sun, 23 Feb 2025JP¥58.7tJP¥91.0tJP¥2.8t14.9x20.8x0.6x
Tue, 21 Jan 2025JP¥59.6tJP¥90.3tJP¥2.9t14.7x20.8x0.7x
Thu, 19 Dec 2024JP¥62.4tJP¥91.5tJP¥3.0t15.2x21x0.7x
Sat, 16 Nov 2024JP¥62.1tJP¥91.7tJP¥3.0t15x20.9x0.7x
Mon, 14 Oct 2024JP¥64.4tJP¥89.6tJP¥3.0t15.5x21.1x0.7x
Wed, 11 Sep 2024JP¥64.2tJP¥90.5tJP¥3.1t15.4x20.9x0.7x
Fri, 09 Aug 2024JP¥59.4tJP¥90.1tJP¥3.1t15x19.3x0.7x
Sun, 07 Jul 2024JP¥64.8tJP¥90.7tJP¥3.1t16x20.9x0.7x
Tue, 04 Jun 2024JP¥65.2tJP¥90.6tJP¥3.1t15.5x21x0.7x
Thu, 02 May 2024JP¥64.4tJP¥88.3tJP¥3.0t16x21.2x0.7x
Sat, 30 Mar 2024JP¥64.6tJP¥89.6tJP¥3.0t16.7x21.5x0.7x
Mon, 26 Feb 2024JP¥64.3tJP¥88.9tJP¥3.0t16.4x21.5x0.7x
Wed, 24 Jan 2024JP¥63.3tJP¥88.3tJP¥2.9t17.2x22x0.7x
Fri, 22 Dec 2023JP¥60.4tJP¥88.2tJP¥2.9t16.3x21.2x0.7x
Sun, 19 Nov 2023JP¥61.8tJP¥88.1tJP¥2.8t16.8x21.7x0.7x
Tue, 17 Oct 2023JP¥59.7tJP¥87.4tJP¥2.7t16.9x22x0.7x
Thu, 14 Sep 2023JP¥62.5tJP¥87.4tJP¥2.7t18.1x23x0.7x
Sat, 12 Aug 2023JP¥62.1tJP¥87.2tJP¥2.7t18.6x22.9x0.7x
Mon, 10 Jul 2023JP¥59.9tJP¥86.1tJP¥2.7t18.6x22.4x0.7x
Price to Earnings Ratio

22.4x


Total Market Cap: JP¥59.9tTotal Earnings: JP¥2.7tTotal Revenue: JP¥86.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Consumer Staples Sector Price to Earnings3Y Average 21.9x202420252026
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 21.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 6.8% 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 Market0.91%
Consumer Staples1.46%
Food3.88%
Personal Products3.09%
Household Products1.99%
Tobacco0.42%
Food and Staples Retail-0.29%
Beverage-0.92%
Industry PE
  • Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 40.6x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings growth of 12.3% per year.
  • Investors are most pessimistic about the Food and Staples Retail industry, which is trading below its 3-year average of 23.5x.
Forecasted Growth
  • Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Food industry is expected to see its earnings grow by 7.0% 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
2802 AjinomotoJP¥6.04k5.2%
+JP¥286.8b		54.8%PE42.9x
2914 Japan TobaccoJP¥6.09k2.4%
+JP¥250.3b		44.5%PE20x
3382 Seven & i HoldingsJP¥2.00k4.7%
+JP¥206.9b		-12.0%PE15.8x
8267 AeonJP¥1.35k4.2%
+JP¥149.4b		-8.8%PE51.5x
4452 KaoJP¥3.27k4.7%
+JP¥132.5b		2.3%PE23x

Latest News

2802
JP¥6,042.00
Ajinomoto
7D
5.2%
1Y
54.8%
2938
JP¥1,220.00
Okamura Foods
7D
-19.0%
1Y
5.7%
2501
JP¥1,863.50
Sapporo Breweries
7D
-8.6%
1Y
26.9%
4911
JP¥2,712.00
Shiseido Company
7D
8.5%
1Y
-0.2%
Narrative Update • Jun 29

4911: Higher Margin Assumptions And Rich P/E Will Shape Future Share Returns

Analysts have raised their fair value estimate for Shiseido Company from ¥1,930.60 to ¥2,494.00, citing updated assumptions for revenue growth, profit margins, and the future P/E multiple. What's in the News No recent news items for Shiseido Company were available from the provided sources at the time of writing.
2531
JP¥1,992.00
Takara Holdings
7D
-13.0%
1Y
62.0%
2664
JP¥3,340.00
Cawachi
7D
-4.8%
1Y
21.1%
2914
JP¥6,089.00
Japan Tobacco
7D
2.4%
1Y
44.5%
Narrative Update • Jun 24

2914: Future Cash Flow Assumptions And Governance Actions Will Support Balanced Returns

Analysts have nudged their price target for Japan Tobacco higher to ¥6,570 from ¥6,524, reflecting updated assumptions for a slightly lower discount rate, a modestly adjusted revenue growth outlook at 5.52%, a near steady profit margin of about 18.23%, and a future P/E estimate of roughly 17.93x. What’s in the News for Japan Tobacco A board meeting is scheduled for May 18, 2026, to review the Notice of Receipt of Dividend from a consolidated subsidiary of Japan Tobacco.
3382
JP¥2,000.00
Seven & i Holdings
7D
4.7%
1Y
-12.0%
Narrative Update • Jun 23

3382: International Reorganization And Delayed U.S. Listing Will Support Future Shareholder Returns

Analysts have kept their fair value estimate for Seven & i Holdings steady at ¥3,000, while adjusting assumptions around discount rate, revenue growth, profit margin and future P/E. This reflects updated views on the Japan consumer sector and the company's role in themes such as global Smart Trade Down and Japan's Late Great Consolidation, following recent Street research and a new ¥2,100 price target initiation.
8267
JP¥1,354.00
Aeon
7D
4.2%
1Y
-8.8%
Narrative Update • Jun 23

8267: Strong Sales And New Underperform View Will Shape Returns Despite Impairment

Aeon’s updated analyst price target has shifted to ¥1,440 from ¥1,832.50, as analysts factor in a higher discount rate, adjustments to long term profit margin and P/E assumptions, and recent cautious Street research, including a new ¥1,100 Underperform target. What’s in the News for Aeon Aeon reported strong May 2026 sales, with seasonal and discretionary categories and steady demand for essentials supported by its value focused multi format retail strategy, according to recent news reports.
4452
JP¥3,267.00
Kao
7D
4.7%
1Y
2.3%
Narrative Update • Jun 22

4452: Governance Review And Oversight Dispute Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Kao slightly higher from ¥7,319.23 to ¥7,330.77, citing updated assumptions for revenue growth, profit margins and future P/E that together support a modestly revised price target. What’s in the News for Kao Kao has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026, at 10:00 Tokyo Standard Time, focused on shareholder proposals relating to oversight of the business and assets.
2503
JP¥2,776.50
Kirin Holdings Company
7D
-1.4%
1Y
37.2%
2206
JP¥5,303.00
Ezaki Glico
7D
-2.1%
1Y
12.5%
9956
JP¥3,440.00
Valor Holdings
7D
-8.9%
1Y
38.8%
2585
JP¥1,523.00
Lifedrink Company
7D
-5.3%
1Y
-24.0%
3391
JP¥2,104.00
Tsuruha Holdings
7D
5.4%
1Y
-5.4%
2875
JP¥10,460.00
Toyo Suisan Kaisha
7D
6.4%
1Y
9.7%