Narrative Update • Sep 17
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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedSep 20, 2026
DataAggregated Company Financials
Companies349
- 7D-3.1%
- 3M-25.4%
- 1Y28.4%
- YTD10.4%
Over the last 7 days, the Consumer Discretionary industry has dropped 3.1%, driven by Hyundai Motor declining 4.6%. Meanwhile, COWAY actually outperformed within the industry, gaining 6.2% in the last week. Over the past 12 months, the industry was up 28%. Looking forward, earnings are forecast to grow by 20% annually.
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, 20 Sep 2026 | ₩307.9t | ₩748.8t | ₩29.8t | 6.4x | 10.3x | 0.4x |
| Tue, 18 Aug 2026 | ₩359.4t | ₩735.3t | ₩29.3t | 7.9x | 12.3x | 0.5x |
| Thu, 16 Jul 2026 | ₩346.4t | ₩738.7t | ₩29.1t | 7.7x | 11.9x | 0.5x |
| Sat, 13 Jun 2026 | ₩421.2t | ₩740.4t | ₩29.6t | 8.2x | 14.2x | 0.6x |
| Mon, 11 May 2026 | ₩406.4t | ₩734.0t | ₩29.8t | 8.8x | 13.6x | 0.6x |
| Wed, 08 Apr 2026 | ₩335.6t | ₩731.2t | ₩30.5t | 8.3x | 11x | 0.5x |
| Fri, 06 Mar 2026 | ₩370.2t | ₩723.9t | ₩31.0t | 8.5x | 12x | 0.5x |
| Sun, 01 Feb 2026 | ₩356.4t | ₩723.5t | ₩29.6t | 8.5x | 12x | 0.5x |
| Tue, 30 Dec 2025 | ₩274.0t | ₩724.8t | ₩29.5t | 7.8x | 9.3x | 0.4x |
| Thu, 27 Nov 2025 | ₩252.7t | ₩724.2t | ₩29.6t | 8.1x | 8.5x | 0.3x |
| Sat, 25 Oct 2025 | ₩248.8t | ₩711.7t | ₩30.7t | 8.4x | 8.1x | 0.3x |
| Mon, 22 Sep 2025 | ₩238.3t | ₩713.3t | ₩30.8t | 8.8x | 7.7x | 0.3x |
| Wed, 20 Aug 2025 | ₩234.7t | ₩703.9t | ₩31.8t | 9x | 7.4x | 0.3x |
| Fri, 18 Jul 2025 | ₩239.2t | ₩700.8t | ₩32.9t | 9.7x | 7.3x | 0.3x |
| Sun, 15 Jun 2025 | ₩226.1t | ₩700.8t | ₩32.9t | 9.2x | 6.9x | 0.3x |
| Tue, 13 May 2025 | ₩213.1t | ₩691.7t | ₩33.5t | 9x | 6.4x | 0.3x |
| Thu, 10 Apr 2025 | ₩189.8t | ₩686.1t | ₩33.7t | 8x | 5.6x | 0.3x |
| Sat, 08 Mar 2025 | ₩210.5t | ₩673.6t | ₩33.2t | 7.7x | 6.3x | 0.3x |
| Mon, 03 Feb 2025 | ₩216.2t | ₩675.4t | ₩34.2t | 7.3x | 6.3x | 0.3x |
| Wed, 01 Jan 2025 | ₩214.9t | ₩675.2t | ₩34.2t | 7.2x | 6.3x | 0.3x |
| Fri, 29 Nov 2024 | ₩219.1t | ₩675.7t | ₩34.3t | 7.6x | 6.4x | 0.3x |
| Sun, 27 Oct 2024 | ₩221.8t | ₩666.3t | ₩35.0t | 8.3x | 6.3x | 0.3x |
| Tue, 24 Sep 2024 | ₩235.6t | ₩666.5t | ₩34.9t | 8.8x | 6.8x | 0.4x |
| Thu, 22 Aug 2024 | ₩224.9t | ₩661.4t | ₩34.4t | 8.4x | 6.5x | 0.3x |
| Sat, 20 Jul 2024 | ₩232.3t | ₩658.8t | ₩33.5t | 8.4x | 6.9x | 0.4x |
| Mon, 17 Jun 2024 | ₩240.0t | ₩659.0t | ₩32.7t | 8.6x | 7.3x | 0.4x |
| Wed, 15 May 2024 | ₩231.2t | ₩654.6t | ₩32.1t | 9x | 7.2x | 0.4x |
| Fri, 12 Apr 2024 | ₩229.4t | ₩650.7t | ₩32.1t | 9.1x | 7.2x | 0.4x |
| Sun, 10 Mar 2024 | ₩239.9t | ₩650.1t | ₩31.0t | 8.7x | 7.8x | 0.4x |
| Tue, 06 Feb 2024 | ₩232.0t | ₩647.2t | ₩29.8t | 8.2x | 7.8x | 0.4x |
| Thu, 04 Jan 2024 | ₩211.0t | ₩648.2t | ₩29.6t | 8.9x | 7.1x | 0.3x |
| Sat, 02 Dec 2023 | ₩204.8t | ₩648.6t | ₩30.2t | 8.8x | 6.8x | 0.3x |
| Mon, 30 Oct 2023 | ₩195.4t | ₩643.0t | ₩26.1t | 8.3x | 7.5x | 0.3x |
| Wed, 27 Sep 2023 | ₩207.7t | ₩643.6t | ₩25.4t | 8.8x | 8.2x | 0.3x |
Price to Earnings Ratio
8.2x
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 10.3x which is higher than its 3-year average PE of 8.3x.
- 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 5.4% 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 | -0.11% | |
| Consumer Discretionary | -3.11% | |
| Consumer Durables | 0.50% | |
| Leisure | 0.39% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.44% | |
| Consumer Services | -0.74% | |
| Specialty Stores | -1.06% | |
| General Merchandise and Department Stores | -1.35% | |
| Hospitality | -1.49% | |
| Retail Distributors | -3.53% | |
| Auto | -4.27% | |
| Auto Components | -4.57% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 72.4x.
- Analysts are expecting annual earnings growth of 54.1%, which is higher than its past year's earnings growth of 22.9% per year.
- Investors are most pessimistic about the Consumer Services industry, which is trading below its 3-year average of 9.1x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 54% over the next 5 years.
- This is better than its past earnings growth rate of 23% per year.
- In contrast, the Hospitality 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 | |
|---|---|---|---|---|---|
| A021240 COWAY | ₩101.10k | 6.2% +₩413.8b | -4.3% | PE10.4x | |
| A437730 Samhyun | ₩50.10k | 18.4% +₩245.2b | 125.2% | PS18.8x | |
| A383220 F&F | ₩69.30k | 6.9% +₩168.7b | 2.7% | PE5.1x | |
| A007340 DN Automotive | ₩49.30k | 5.3% +₩129.4b | 107.6% | PE6.6x | |
| A125490 HallacastLtd | ₩12.05k | 13.6% +₩52.6b | 74.1% | PE76.6x |
