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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies352
  • 7D3.8%
  • 3M14.9%
  • 1Y75.0%
  • YTD24.1%

In the last week, the Consumer Discretionary industry is up 3.8%, with Hyundai Motor up 3.9%. This means that the industry has gained 75% over the past year. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026₩348.0t₩731.2t₩30.5t8.5x11.4x0.5x
Mon, 09 Mar 2026₩374.3t₩723.9t₩31.0t8.5x12.1x0.5x
Wed, 04 Feb 2026₩354.4t₩723.7t₩29.9t8.4x11.9x0.5x
Fri, 02 Jan 2026₩275.7t₩724.8t₩29.5t7.9x9.3x0.4x
Sun, 30 Nov 2025₩255.7t₩724.5t₩29.7t7.9x8.6x0.4x
Tue, 28 Oct 2025₩249.7t₩711.7t₩30.7t8.5x8.1x0.4x
Thu, 25 Sep 2025₩237.1t₩713.3t₩30.8t8.7x7.7x0.3x
Sat, 23 Aug 2025₩235.6t₩709.4t₩31.2t8.8x7.5x0.3x
Mon, 21 Jul 2025₩238.2t₩700.8t₩32.9t9.6x7.2x0.3x
Wed, 18 Jun 2025₩228.8t₩700.8t₩32.9t9.1x7x0.3x
Fri, 16 May 2025₩214.8t₩691.7t₩33.5t9x6.4x0.3x
Sun, 13 Apr 2025₩193.4t₩686.1t₩33.6t8.5x5.7x0.3x
Tue, 11 Mar 2025₩211.8t₩678.5t₩32.8t7.6x6.5x0.3x
Thu, 06 Feb 2025₩211.9t₩675.4t₩34.2t7.3x6.2x0.3x
Sat, 04 Jan 2025₩217.5t₩675.2t₩34.2t7.4x6.4x0.3x
Mon, 02 Dec 2024₩215.8t₩675.7t₩34.3t7.5x6.3x0.3x
Wed, 30 Oct 2024₩221.1t₩666.4t₩34.9t8.5x6.3x0.3x
Fri, 27 Sep 2024₩240.6t₩666.5t₩34.9t9x6.9x0.4x
Sun, 25 Aug 2024₩226.5t₩667.3t₩35.2t8.6x6.4x0.3x
Tue, 23 Jul 2024₩231.3t₩658.8t₩33.5t8.3x6.9x0.4x
Thu, 20 Jun 2024₩250.1t₩659.0t₩32.7t8.9x7.6x0.4x
Sat, 18 May 2024₩230.0t₩654.5t₩32.1t9.1x7.2x0.4x
Mon, 15 Apr 2024₩225.8t₩650.7t₩32.1t9.1x7x0.3x
Wed, 13 Mar 2024₩236.1t₩650.0t₩30.9t8.6x7.6x0.4x
Fri, 09 Feb 2024₩233.8t₩647.2t₩29.8t8.5x7.9x0.4x
Sun, 07 Jan 2024₩206.6t₩648.1t₩29.5t9x7x0.3x
Tue, 05 Dec 2023₩204.1t₩648.0t₩30.2t9x6.7x0.3x
Thu, 02 Nov 2023₩193.2t₩646.3t₩28.2t8.3x6.8x0.3x
Sat, 30 Sep 2023₩208.9t₩643.6t₩25.4t8.8x8.2x0.3x
Mon, 28 Aug 2023₩204.2t₩643.1t₩26.0t8.6x7.8x0.3x
Wed, 26 Jul 2023₩213.2t₩625.6t₩24.3t9.1x8.8x0.3x
Fri, 23 Jun 2023₩217.8t₩625.7t₩24.6t9.5x8.9x0.3x
Sun, 21 May 2023₩227.1t₩618.7t₩23.9t10.7x9.5x0.4x
Tue, 18 Apr 2023₩220.5t₩602.1t₩21.9t10.7x10.1x0.4x
Price to Earnings Ratio

10.1x


Total Market Cap: ₩220.5tTotal Earnings: ₩21.9tTotal Revenue: ₩602.1tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.8x202420252026
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 11.4x which is higher than its 3-year average PE of 7.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.35x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 6.7% 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 Market8.26%
Consumer Discretionary3.80%
Consumer Durables7.21%
General Merchandise and Department Stores6.66%
Retail Distributors6.31%
Specialty Stores5.46%
Hospitality5.39%
Auto Components4.81%
Luxury4.57%
Auto2.33%
Consumer Services0.009%
Online Retail and Ecommerce0%0
Leisure-1.36%
Industry PE
  • Investors are most optimistic about the Leisure industry, which is trading close to its 3-year average PE ratio of 37.0x.
    • Analysts are expecting annual earnings growth of 43.1%, which is lower than the prior year's growth of 105.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 64% over the next 5 years.
  • This is better than its past earnings decline of 5.5% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 8.9% 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
A005380 Hyundai Motor₩489.50k3.9%
+₩4.9t
175.8%PE13.6x
A066570 LG Electronics₩118.40k9.3%
+₩1.8t
74.4%PE22x
A161390 Hankook Tire & Technology₩65.00k25.0%
+₩1.6t
71.5%PE7.3x
A012330 Hyundai MobisLtd₩402.50k3.6%
+₩1.2t
71.6%PE9.8x
A180640 Hanjin Kal₩117.70k8.1%
+₩588.3b
47.5%PE50.8x

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