Narrative Update • Jun 23
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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedJun 24, 2026
DataAggregated Company Financials
Companies349
- 7D-18.0%
- 3M2.6%
- 1Y56.0%
- YTD29.8%
Over the last 7 days, the Consumer Discretionary industry has dropped 18%, driven by Hyundai Motor declining 18%. Meanwhile, Gwangju Shinsegae. Ltd actually outperformed within the industry, gaining 16% in the last week. Over the past 12 months, the industry was up 56%. As for the next few years, earnings are expected to grow by 17% per annum.
Sector Valuation and Performance
Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | ₩362.3t | ₩739.5t | ₩29.1t | 7.3x | 12.4x | 0.5x |
| Fri, 22 May 2026 | ₩442.8t | ₩734.3t | ₩30.1t | 8.6x | 14.7x | 0.6x |
| Sun, 19 Apr 2026 | ₩370.1t | ₩731.0t | ₩30.4t | 8.9x | 12.2x | 0.5x |
| Tue, 17 Mar 2026 | ₩359.9t | ₩724.6t | ₩30.4t | 9x | 11.8x | 0.5x |
| Thu, 12 Feb 2026 | ₩375.0t | ₩723.7t | ₩31.0t | 9x | 12.1x | 0.5x |
| Sat, 10 Jan 2026 | ₩303.5t | ₩722.4t | ₩29.5t | 8.1x | 10.3x | 0.4x |
| Mon, 08 Dec 2025 | ₩282.6t | ₩724.8t | ₩29.5t | 8.4x | 9.6x | 0.4x |
| Wed, 05 Nov 2025 | ₩250.9t | ₩711.4t | ₩30.8t | 8.3x | 8.1x | 0.4x |
| Fri, 03 Oct 2025 | ₩233.8t | ₩711.7t | ₩30.7t | 8.5x | 7.6x | 0.3x |
| Sun, 31 Aug 2025 | ₩237.9t | ₩705.3t | ₩30.7t | 8.5x | 7.7x | 0.3x |
| Tue, 29 Jul 2025 | ₩238.9t | ₩700.0t | ₩32.9t | 9.4x | 7.3x | 0.3x |
| Thu, 26 Jun 2025 | ₩235.4t | ₩700.8t | ₩32.9t | 9.3x | 7.2x | 0.3x |
| Sat, 24 May 2025 | ₩206.7t | ₩694.1t | ₩33.6t | 8.8x | 6.2x | 0.3x |
| Mon, 21 Apr 2025 | ₩201.9t | ₩686.1t | ₩33.6t | 8.8x | 6x | 0.3x |
| Wed, 19 Mar 2025 | ₩213.5t | ₩682.1t | ₩33.5t | 7.8x | 6.4x | 0.3x |
| Fri, 14 Feb 2025 | ₩211.1t | ₩673.3t | ₩33.2t | 7.6x | 6.4x | 0.3x |
| Sun, 12 Jan 2025 | ₩219.2t | ₩675.2t | ₩34.2t | 7.9x | 6.4x | 0.3x |
| Tue, 10 Dec 2024 | ₩205.8t | ₩675.8t | ₩34.3t | 6.8x | 6x | 0.3x |
| Thu, 07 Nov 2024 | ₩218.8t | ₩666.4t | ₩34.9t | 8.7x | 6.3x | 0.3x |
| Sat, 05 Oct 2024 | ₩229.3t | ₩666.6t | ₩34.9t | 8.7x | 6.6x | 0.3x |
| Mon, 02 Sep 2024 | ₩234.6t | ₩666.4t | ₩35.0t | 8.8x | 6.7x | 0.4x |
| Wed, 31 Jul 2024 | ₩226.0t | ₩660.6t | ₩34.3t | 8.3x | 6.6x | 0.3x |
| Fri, 28 Jun 2024 | ₩252.9t | ₩659.0t | ₩33.5t | 8.7x | 7.6x | 0.4x |
| Sun, 26 May 2024 | ₩235.9t | ₩657.9t | ₩33.2t | 8.7x | 7.1x | 0.4x |
| Tue, 23 Apr 2024 | ₩222.5t | ₩650.7t | ₩32.1t | 8.8x | 6.9x | 0.3x |
| Thu, 21 Mar 2024 | ₩231.4t | ₩649.6t | ₩31.1t | 8.7x | 7.4x | 0.4x |
| Sat, 17 Feb 2024 | ₩236.4t | ₩645.7t | ₩29.9t | 8.9x | 7.9x | 0.4x |
| Mon, 15 Jan 2024 | ₩204.1t | ₩648.1t | ₩29.5t | 8.9x | 6.9x | 0.3x |
| Wed, 13 Dec 2023 | ₩206.5t | ₩647.9t | ₩27.9t | 9x | 7.4x | 0.3x |
| Fri, 10 Nov 2023 | ₩199.9t | ₩646.5t | ₩28.3t | 8.7x | 7.1x | 0.3x |
| Sun, 08 Oct 2023 | ₩206.4t | ₩643.6t | ₩25.4t | 8.7x | 8.1x | 0.3x |
| Tue, 05 Sep 2023 | ₩210.4t | ₩643.6t | ₩25.5t | 8.9x | 8.2x | 0.3x |
| Thu, 03 Aug 2023 | ₩207.1t | ₩631.9t | ₩25.1t | 9x | 8.3x | 0.3x |
| Sat, 01 Jul 2023 | ₩220.8t | ₩625.8t | ₩24.6t | 9.6x | 9x | 0.4x |
Price to Earnings Ratio
9x
Current Industry PE
- Investors are optimistic on the South Korean Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 12.4x which is higher than its 3-year average PE of 8.1x.
- The industry is trading close to its 3-year average PS ratio of 0.36x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 5.8% per year over the last three years.
- Revenues for these companies have grown 5.7% 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 South Korean Consumer Discretionary sector?
| KR Market | -6.58% | |
| Consumer Discretionary | -17.95% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -7.27% | |
| Consumer Services | -9.35% | |
| General Merchandise and Department Stores | -9.74% | |
| Luxury | -10.06% | |
| Consumer Durables | -12.47% | |
| Specialty Stores | -13.08% | |
| Hospitality | -13.89% | |
| Leisure | -14.95% | |
| Auto | -19.86% | |
| Auto Components | -21.30% | |
Industry PE
- Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 21.6x.
- Analysts are expecting annual earnings growth of 32.5%, which is higher than its past year's earnings decline of 19.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings decline of 1.5% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A037710 Gwangju Shinsegae. Ltd | ₩42.90k | 15.9% +₩45.0b | 41.6% | PE7x | |
| A111710 Namhwa Industrial | ₩4.78k | 33.0% +₩24.4b | -5.1% | PE14.6x | |
| A002070 Vivien | ₩11.13k | 58.3% +₩6.2b | -53.3% | PS0.08x | |
| A419050 Samkee Energy Solutions | ₩1.45k | 5.5% +₩4.3b | -17.6% | PS0.5x | |
| A001000 Silla TextileLtd | ₩1.47k | 8.5% +₩2.8b | -18.0% | PE510.9x |