South Korean (KOSPI) Consumer Discretionary Sector Analysis

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
Thu, 09 Jul 2026	₩360.8t	₩738.6t	₩29.1t	7.7x	12.4x	0.5x
Sat, 06 Jun 2026	₩455.1t	₩740.3t	₩29.6t	8.1x	15.4x	0.6x
Mon, 04 May 2026	₩372.1t	₩732.2t	₩30.6t	8.9x	12.2x	0.5x
Wed, 01 Apr 2026	₩327.1t	₩729.8t	₩30.7t	8.3x	10.7x	0.4x
Fri, 27 Feb 2026	₩430.8t	₩723.9t	₩31.0t	9.7x	13.9x	0.6x
Sun, 25 Jan 2026	₩362.1t	₩722.5t	₩29.5t	8.5x	12.3x	0.5x
Tue, 23 Dec 2025	₩276.2t	₩724.7t	₩29.5t	8.4x	9.3x	0.4x
Thu, 20 Nov 2025	₩251.1t	₩719.2t	₩29.8t	8.3x	8.4x	0.3x
Sat, 18 Oct 2025	₩243.6t	₩711.7t	₩30.7t	8.4x	7.9x	0.3x
Mon, 15 Sep 2025	₩240.9t	₩713.3t	₩30.8t	8.9x	7.8x	0.3x
Wed, 13 Aug 2025	₩234.4t	₩700.1t	₩32.9t	9.2x	7.1x	0.3x
Fri, 11 Jul 2025	₩239.3t	₩700.8t	₩32.9t	9.6x	7.3x	0.3x
Sun, 08 Jun 2025	₩220.6t	₩700.8t	₩33.0t	9.1x	6.7x	0.3x
Tue, 06 May 2025	₩207.0t	₩691.7t	₩33.5t	8.9x	6.2x	0.3x
Thu, 03 Apr 2025	₩207.5t	₩686.1t	₩33.7t	8.2x	6.2x	0.3x
Sat, 01 Mar 2025	₩209.2t	₩673.5t	₩33.3t	7.6x	6.3x	0.3x
Mon, 27 Jan 2025	₩215.1t	₩675.4t	₩34.2t	7.3x	6.3x	0.3x
Wed, 25 Dec 2024	₩218.9t	₩675.3t	₩34.2t	7.3x	6.4x	0.3x
Fri, 22 Nov 2024	₩217.7t	₩670.1t	₩34.9t	7.4x	6.2x	0.3x
Sun, 20 Oct 2024	₩226.9t	₩666.3t	₩35.0t	8.5x	6.5x	0.3x
Tue, 17 Sep 2024	₩229.1t	₩666.4t	₩34.9t	8.9x	6.6x	0.3x
Thu, 15 Aug 2024	₩220.4t	₩660.9t	₩34.7t	7.9x	6.3x	0.3x
Sat, 13 Jul 2024	₩240.1t	₩658.8t	₩33.5t	8.6x	7.2x	0.4x
Mon, 10 Jun 2024	₩237.7t	₩659.0t	₩33.5t	8.8x	7.1x	0.4x
Wed, 08 May 2024	₩229.8t	₩653.9t	₩32.1t	8.9x	7.2x	0.4x
Fri, 05 Apr 2024	₩223.0t	₩650.8t	₩32.1t	9.1x	6.9x	0.3x
Sun, 03 Mar 2024	₩237.6t	₩646.0t	₩30.3t	8.6x	7.9x	0.4x
Tue, 30 Jan 2024	₩209.1t	₩648.0t	₩29.6t	8.3x	7.1x	0.3x
Thu, 28 Dec 2023	₩213.2t	₩648.2t	₩29.6t	8.9x	7.2x	0.3x
Sat, 25 Nov 2023	₩206.6t	₩648.0t	₩30.3t	9.3x	6.8x	0.3x
Mon, 23 Oct 2023	₩198.5t	₩643.6t	₩25.4t	8.5x	7.8x	0.3x
Wed, 20 Sep 2023	₩211.4t	₩643.6t	₩25.4t	9.3x	8.3x	0.3x
Fri, 18 Aug 2023	₩205.4t	₩632.1t	₩25.3t	8.9x	8.1x	0.3x
Sun, 16 Jul 2023	₩224.6t	₩625.6t	₩24.3t	9.7x	9.3x	0.4x

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 0.37x.

Past Earnings Growth

The earnings for companies in the Consumer Discretionary industry have grown 6.3% 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	-12.90%
Consumer Discretionary	-0.19%
Luxury	6.21%
Hospitality	3.43%
Specialty Stores	1.24%
Retail Distributors	0.55%
Consumer Durables	0.33%
Auto	0.11%
Online Retail and Ecommerce	0%	0
Auto Components	-0.11%
Consumer Services	-1.88%
Leisure	-6.21%
General Merchandise and Department Stores	-14.17%

Industry PE

Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 21.4x.

Analysts are expecting annual earnings growth of 31.3%, 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 61% 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 11% 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
A161390 Hankook Tire & Technology	₩70.70k	5.1% +₩414.8b	58.9%	PE7.7x
A073240 Kumho Tire	₩6.00k	27.5% +₩372.0b	20.7%	PE5x
A081660 Misto Holdings	₩52.40k	12.9% +₩318.6b	41.6%	PE12x
A009970 Youngone Holdings	₩188.00k	4.4% +₩88.5b	34.6%	PE5.3x
A000240 Hankook	₩25.45k	2.4% +₩56.8b	7.6%	PE6.8x

Hyundai Motor Company Integrates Atlas Humanoid Robot into Fifa World Cup 2026 Live Match Environment

Hyundai Motor Company integrated Atlas, an advanced humanoid robot developed by Boston Dynamics, into FIFA World Cup 2026 during the Round of 16 match at New York/New Jersey Stadium. Hyundai Motor delivered the first-ever robotics-powered halftime activation on football's biggest stage, bringing advanced robotics technology to a live global audience. The activation brought advanced robotics to one of the world's largest sporting platforms, demonstrating how the future technology can operate within the fast-paced environment of a live FIFA World Cup match. The performance marked two significant milestones: First public demonstration of the real-world movement capabilities of the production version of Atlas, first introduced at CES 2026; First-ever integration of a humanoid robot into FIFA World Cup live match environment. At halftime, Atlas emerged from the player tunnel, capturing the crowd's attention with a sequence of iconic goal celebrations inspired by some of the world's most celebrated footballers, including Harry Kane, Erling Haaland, Matheus Cunha, and Son Heung-min. The performance heightened the stadium atmosphere while underscoring Atlas' advanced mobility and expressive capabilities. Following the performance, Atlas delivered the ceremonial match ball to the referee with its signature precision and control, marking the start of the second half. The activation unfolded live before a global audience, showcasing Atlas' ability to execute highly coordinated movements and operate reliably within the dynamic, real-world environment of a major international sporting event. Atlas' halftime performance was powered by several core robotics capabilities that enable advanced movement and real-world interaction: Retargeting Technology – Allows Atlas to translate and adapt human movements, including football celebrations and gestures, to its own robotic form; Reinforcement Learning – Uses thousands of simulations to train and refine movements before deployment; Whole-Body Control – Coordinates movement across the robot's entire body, enabling fluid, balanced and dynamic motion. Together, these capabilities allow Atlas to perform increasingly sophisticated tasks while adapting to changing conditions and environments. The halftime activation builds on Hyundai Motor's global 'Next Starts Now' campaign, which connects communities through football while inspiring the next generation of players, fans and innovators. The integration of Atlas in live match environment translates conceptual demonstrations into a live, real-world moment on the FIFA World Cup stage and represents the culmination of Hyundai Motor's robotics storytelling—demonstrating how advanced robotics technology can move beyond controlled environments to operate in dynamic settings and reinforcing that future innovation can be experienced today. The moment also extends storytelling introduced through Hyundai Motor's School of Football content series, where Atlas learned football-inspired movements including the 'Ghost Rabona' using the same robotics technologies showcased on the FIFA World Cup stage. Behind-the-scenes content and additional storytelling from the activation will continue across Hyundai Motor's owned and earned channels in the weeks following the event. Additionally, Hyundai Motor and BBC StoryWorks Commercial Productions will release 'The Training Ground,' a documentary-style advertisement feature film showcasing the technical preparation of Atlas' World Cup activities. Produced in both a 3.5-minute full-length version and a 30-second cutdown, the film will be released on July 7 across Hyundai Motor's social channels.

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

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New major risk - Shareholder dilution