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, 27 Aug 2026	₩338.0t	₩743.7t	₩30.5t	6.9x	11.1x	0.5x
Sat, 25 Jul 2026	₩324.3t	₩735.0t	₩29.0t	7.5x	11.2x	0.4x
Mon, 22 Jun 2026	₩411.3t	₩739.5t	₩29.1t	7.8x	14.1x	0.6x
Wed, 20 May 2026	₩401.9t	₩734.1t	₩29.9t	8.9x	13.4x	0.5x
Fri, 17 Apr 2026	₩369.1t	₩731.0t	₩30.4t	8.8x	12.1x	0.5x
Sun, 15 Mar 2026	₩359.4t	₩724.6t	₩30.4t	9x	11.8x	0.5x
Tue, 10 Feb 2026	₩354.6t	₩723.7t	₩29.9t	8.7x	11.9x	0.5x
Thu, 08 Jan 2026	₩298.5t	₩724.8t	₩29.5t	8.1x	10.1x	0.4x
Sat, 06 Dec 2025	₩282.4t	₩724.8t	₩29.7t	8.4x	9.5x	0.4x
Mon, 03 Nov 2025	₩258.7t	₩711.4t	₩30.8t	8.5x	8.4x	0.4x
Wed, 01 Oct 2025	₩232.4t	₩713.3t	₩30.8t	8.5x	7.5x	0.3x
Fri, 29 Aug 2025	₩237.1t	₩712.9t	₩31.1t	8.4x	7.6x	0.3x
Sun, 27 Jul 2025	₩238.6t	₩700.0t	₩32.9t	9.4x	7.2x	0.3x
Tue, 24 Jun 2025	₩226.3t	₩700.8t	₩32.9t	9.2x	6.9x	0.3x
Thu, 22 May 2025	₩209.7t	₩692.5t	₩33.4t	8.7x	6.3x	0.3x
Sat, 19 Apr 2025	₩201.9t	₩686.1t	₩33.6t	8.8x	6x	0.3x
Mon, 17 Mar 2025	₩212.4t	₩682.1t	₩33.5t	7.8x	6.3x	0.3x
Wed, 12 Feb 2025	₩208.5t	₩673.3t	₩33.1t	7.2x	6.3x	0.3x
Fri, 10 Jan 2025	₩214.8t	₩675.2t	₩34.2t	7.8x	6.3x	0.3x
Sun, 08 Dec 2024	₩210.6t	₩656.4t	₩34.0t	7x	6.2x	0.3x
Tue, 05 Nov 2024	₩222.4t	₩666.4t	₩34.9t	8.6x	6.4x	0.3x
Thu, 03 Oct 2024	₩232.6t	₩666.5t	₩34.9t	9x	6.7x	0.3x
Sat, 31 Aug 2024	₩234.7t	₩666.9t	₩35.1t	8.8x	6.7x	0.4x
Mon, 29 Jul 2024	₩226.3t	₩660.6t	₩34.3t	8.2x	6.6x	0.3x
Wed, 26 Jun 2024	₩250.6t	₩659.0t	₩33.5t	8.8x	7.5x	0.4x
Fri, 24 May 2024	₩238.4t	₩657.6t	₩33.2t	8.6x	7.2x	0.4x
Sun, 21 Apr 2024	₩222.0t	₩650.7t	₩32.1t	8.8x	6.9x	0.3x
Tue, 19 Mar 2024	₩238.6t	₩649.7t	₩31.0t	8.9x	7.7x	0.4x
Thu, 15 Feb 2024	₩235.0t	₩647.0t	₩29.7t	8.8x	7.9x	0.4x
Sat, 13 Jan 2024	₩204.2t	₩648.1t	₩29.5t	8.9x	6.9x	0.3x
Mon, 11 Dec 2023	₩205.0t	₩648.0t	₩27.9t	8.9x	7.3x	0.3x
Wed, 08 Nov 2023	₩199.4t	₩646.3t	₩28.2t	8.7x	7.1x	0.3x
Fri, 06 Oct 2023	₩208.9t	₩643.6t	₩25.4t	8.6x	8.2x	0.3x
Sun, 03 Sep 2023	₩209.5t	₩643.6t	₩25.5t	8.9x	8.2x	0.3x

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 11.1x 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 6.1% per year over the last three years.
Revenues for these companies have grown 4.9% 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	-1.83%
Consumer Discretionary	-2.84%
Retail Distributors	12.03%
Hospitality	1.53%
Consumer Services	1.39%
Online Retail and Ecommerce	0%	0
Leisure	-1.62%
Specialty Stores	-2.25%
Consumer Durables	-2.59%
Auto	-2.69%
Luxury	-3.32%
Auto Components	-4.54%
General Merchandise and Department Stores	-5.83%

Industry PE

Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 68.6x.

Analysts are expecting annual earnings growth of 54.3%, which is higher than its past year's earnings growth of 22.9% per year.

Investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 9.3x.

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 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
A180640 Hanjin Kal	₩128.80k	10.7% +₩841.2b	17.5%	PS28.3x
A021240 COWAY	₩100.00k	7.0% +₩455.9b	-5.9%	PE10.3x
A257720 SILICON2	₩51.80k	14.3% +₩426.2b	12.6%	PE18.4x
A023530 Lotte Shopping	₩105.10k	8.2% +₩226.2b	59.2%	PE16.4x
A004170 SHINSEGAE	₩424.00k	5.9% +₩206.0b	156.3%	PE22x

LG Electronics Expands Advanced Energy-Saving Technologies Across Appliance Portfolio At IFA 2026

LG Electronics accelerated the mainstreaming of high-efficiency home appliances at IFA 2026, extending advanced energy-saving technologies beyond its flagship models to the broader LG product portfolio to make premium energy-saving performance accessible to more households. At the Energy Leadership Zone of LG's IFA booth, the new laundry lineup demonstrates the company's commitment to raising the bar for energy efficiency. LG's flagship laundry appliances include a washing machine that exceeds A-grade requirements by up to 70% and a washer-dryer combination featuring a Washing Only cycle that exceeds A-grade by up to 30%, as well as a Complete Wash and Dry cycle that exceeds A-grade by up to 10%. These achievements are enabled by LG's core technologies, including Direct Drive Motor and precise inverter control, which are designed to optimize motor speed and output throughout each stage of the laundry process to support greater energy efficiency. Featured in LG's latest dryers, Dual Inverter Heat Pump technology efficiently recycles heat within the system to help reduce energy consumption without compromising drying performance. At IFA 2026, LG is also extending its advanced energy-saving technologies to more accessible models, including a brand-new mass-premium dryer scheduled to launch later this year. Upgraded from the previous B-grade to the new A-grade standard, the dryer demonstrates LG's commitment to bringing its advanced energy-saving technologies to more European households. LG is also introducing a wide range of refrigerators offering A-grade energy efficiency, including Bottom-Freezer models that exceed A-grade requirements by up to 35%, and Side-by-Side and French Door models delivering A-grade performance. By leveraging its sophisticated cooling and compressor technologies – such as precise cooling control based on usage conditions, and optimized insulation, heat exchanger and motor solutions designed to minimize energy loss – LG is raising the bar for energy efficiency across diverse refrigerator formats. Additionally, the company's latest refrigerators feature AI Saving mode, which analyzes usage data for three weeks to intelligently adjust cooling performance and help reduce energy consumption during periods of low activity. High energy efficiency is now a core strength of LG's broader dishwasher portfolio, with nearly the entire new range achieving an A-grade rating. This is made possible by a newly engineered compact drive unit that reduces water consumption, thereby lowering the energy required to heat the water, and an improved Inverter Motor. Leading the lineup are models equipped with Hybrid Air Dry, which increases air circulation and shortens drying times while enabling energy savings up to 30% higher than A-grade. The new AI SenseClean is designed to handle lightly soiled loads while conserving energy and water resources. Rather than applying the same settings to every load, AI SenseClean creates customized cycles based on up to 32 variables, intelligently adjusting factors such as temperature and time to help deliver effective cleaning while using energy and time efficiently. LG's Energy Leadership Zone at IFA 2026 will offer visitors an up-close look at the company's growing portfolio of high-efficiency home appliances. By extending its premium energy innovations to more product lineups – from laundry solutions to refrigerators and dishwashers – the company is helping transform energy efficiency from a premium differentiator into an increasingly accessible benefit for consumers across Europe and around the world. LG's expanded portfolio of efficient home appliances will be on display in the Energy Leadership Zone at Hall 18, Messe Berlin, during IFA 2026 (September 4-8).

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

LG Electronics Expands Advanced Energy-Saving Technologies Across Appliance Portfolio At IFA 2026

Consensus EPS estimates increase by 10%

New major risk - Revenue and earnings growth

New major risk - Financial position

New major risk - Revenue and earnings growth

Upcoming dividend of ₩700 per share

New minor risk - Profit margin trend

Upcoming dividend of ₩1,300 per share

A000270: New Co Leadership And Stronger Margins Will Support Re Rating

Consensus EPS estimates fall by 32%, revenue upgraded

Investor sentiment improves as stock rises 31%

Hanon Systems to Report Q2, 2026 Results on Jul 31, 2026

Investor sentiment deteriorates as stock falls 16%

Investor sentiment improves as stock rises 19%

New minor risk - Profit margin trend

Kangwon Land, Inc. to Report Q1, 2026 Results on Apr 30, 2026