Narrative Update • Jul 23
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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedJul 26, 2026
DataAggregated Company Financials
Companies347
- 7D-5.3%
- 3M-10.9%
- 1Y34.5%
- YTD16.1%
Over the last 7 days, the Consumer Discretionary industry has dropped 5.3%, driven by declines in Kia and Hyundai Motor of 13% and 5.6%, respectively. Meanwhile, Youngone Holdings actually outperformed within the industry, gaining 6.4% in the last week. This takes the industry's 12 month performance to a gain of 35%. As for the next few years, earnings are expected to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | ₩324.3t | ₩736.0t | ₩29.1t | 7.5x | 11.2x | 0.4x |
| Tue, 23 Jun 2026 | ₩398.0t | ₩739.5t | ₩29.1t | 7.7x | 13.7x | 0.5x |
| Thu, 21 May 2026 | ₩392.3t | ₩734.1t | ₩29.9t | 8.8x | 13.1x | 0.5x |
| Sat, 18 Apr 2026 | ₩370.2t | ₩731.0t | ₩30.4t | 8.9x | 12.2x | 0.5x |
| Mon, 16 Mar 2026 | ₩359.9t | ₩724.6t | ₩30.4t | 9x | 11.8x | 0.5x |
| Wed, 11 Feb 2026 | ₩361.5t | ₩723.7t | ₩31.0t | 9x | 11.7x | 0.5x |
| Fri, 09 Jan 2026 | ₩292.5t | ₩722.4t | ₩29.5t | 8x | 9.9x | 0.4x |
| Sun, 07 Dec 2025 | ₩282.6t | ₩724.8t | ₩29.7t | 8.4x | 9.5x | 0.4x |
| Tue, 04 Nov 2025 | ₩256.0t | ₩711.4t | ₩30.8t | 8.3x | 8.3x | 0.4x |
| Thu, 02 Oct 2025 | ₩230.7t | ₩711.7t | ₩30.7t | 8.4x | 7.5x | 0.3x |
| Sat, 30 Aug 2025 | ₩237.9t | ₩712.9t | ₩30.9t | 8.6x | 7.7x | 0.3x |
| Mon, 28 Jul 2025 | ₩238.6t | ₩700.0t | ₩32.9t | 9.4x | 7.2x | 0.3x |
| Wed, 25 Jun 2025 | ₩230.1t | ₩700.8t | ₩32.9t | 9.4x | 7x | 0.3x |
| Fri, 23 May 2025 | ₩207.3t | ₩692.7t | ₩33.4t | 8.6x | 6.2x | 0.3x |
| Sun, 20 Apr 2025 | ₩201.9t | ₩686.1t | ₩33.6t | 8.8x | 6x | 0.3x |
| Tue, 18 Mar 2025 | ₩214.1t | ₩682.1t | ₩33.5t | 7.7x | 6.4x | 0.3x |
| Thu, 13 Feb 2025 | ₩206.8t | ₩673.3t | ₩33.1t | 7.2x | 6.2x | 0.3x |
| Sat, 11 Jan 2025 | ₩219.2t | ₩675.2t | ₩34.2t | 7.9x | 6.4x | 0.3x |
| Mon, 09 Dec 2024 | ₩210.6t | ₩651.1t | ₩34.4t | 7x | 6.1x | 0.3x |
| Wed, 06 Nov 2024 | ₩222.2t | ₩666.4t | ₩34.9t | 8.7x | 6.4x | 0.3x |
| Fri, 04 Oct 2024 | ₩228.5t | ₩666.5t | ₩34.9t | 8.8x | 6.5x | 0.3x |
| Sun, 01 Sep 2024 | ₩234.7t | ₩666.4t | ₩35.0t | 8.8x | 6.7x | 0.4x |
| Tue, 30 Jul 2024 | ₩229.8t | ₩660.6t | ₩34.3t | 8.3x | 6.7x | 0.3x |
| Thu, 27 Jun 2024 | ₩250.8t | ₩659.0t | ₩33.5t | 8.9x | 7.5x | 0.4x |
| Sat, 25 May 2024 | ₩235.9t | ₩657.8t | ₩33.3t | 8.5x | 7.1x | 0.4x |
| Mon, 22 Apr 2024 | ₩222.5t | ₩650.7t | ₩32.1t | 8.8x | 6.9x | 0.3x |
| Wed, 20 Mar 2024 | ₩231.6t | ₩649.6t | ₩31.1t | 8.8x | 7.5x | 0.4x |
| Fri, 16 Feb 2024 | ₩231.0t | ₩645.9t | ₩29.7t | 9x | 7.8x | 0.4x |
| Sun, 14 Jan 2024 | ₩204.1t | ₩648.1t | ₩29.5t | 8.9x | 6.9x | 0.3x |
| Tue, 12 Dec 2023 | ₩205.9t | ₩647.9t | ₩27.9t | 9x | 7.4x | 0.3x |
| Thu, 09 Nov 2023 | ₩199.0t | ₩646.5t | ₩28.3t | 8.7x | 7x | 0.3x |
| Sat, 07 Oct 2023 | ₩206.4t | ₩643.6t | ₩25.4t | 8.7x | 8.1x | 0.3x |
| Mon, 04 Sep 2023 | ₩209.5t | ₩643.6t | ₩25.5t | 8.9x | 8.2x | 0.3x |
| Wed, 02 Aug 2023 | ₩212.8t | ₩631.9t | ₩25.1t | 9.1x | 8.5x | 0.3x |
Price to Earnings Ratio
8.5x
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 11.2x which is higher than its 3-year average PE of 8.2x.
- The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 5.0% per year over the last three years.
- Revenues for these companies have grown 5.2% 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 South Korean Consumer Discretionary sector?
| KR Market | -2.29% | |
| Consumer Discretionary | -5.32% | |
| Consumer Services | 0.82% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -0.24% | |
| Auto Components | -0.53% | |
| Luxury | -1.00% | |
| Specialty Stores | -1.19% | |
| Leisure | -1.33% | |
| Hospitality | -3.71% | |
| Consumer Durables | -4.88% | |
| Auto | -8.29% | |
| General Merchandise and Department Stores | -13.18% | |
Industry PE
- Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 21.2x.
- Analysts are expecting annual earnings growth of 30.8%, 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 57% over the next 5 years.
- This is better than its past earnings growth rate of 0.1% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| A009970 Youngone Holdings | ₩203.50k | 6.4% +₩136.0b | 52.0% | PE5.7x | |
| A437730 Samhyun | ₩32.35k | 11.6% +₩105.9b | 162.6% | PE190.2x | |
| A073240 Kumho Tire | ₩6.13k | 4.8% +₩80.4b | 29.6% | PE5.1x | |
| A018880 Hanon Systems | ₩3.54k | 1.3% +₩46.2b | 7.1% | PS0.3x | |
| A009240 Hanssem | ₩38.00k | 7.3% +₩43.2b | -16.8% | PE16x |
