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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies352
  • 7D0.3%
  • 3M16.1%
  • 1Y26.6%
  • YTD28.0%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Hanjin Kal gained 8.2%. As for the the longer term, the industry is up 28% over the past 12 months. Looking forward, earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025₩274.0t₩724.7t₩29.5t8.2x9.3x0.4x
Fri, 21 Nov 2025₩252.5t₩719.2t₩29.9t8.3x8.4x0.4x
Sun, 19 Oct 2025₩243.6t₩711.7t₩30.7t8.4x7.9x0.3x
Tue, 16 Sep 2025₩237.6t₩713.3t₩30.8t8.8x7.7x0.3x
Thu, 14 Aug 2025₩236.6t₩700.1t₩32.9t9.2x7.2x0.3x
Sat, 12 Jul 2025₩239.3t₩700.8t₩32.9t9.6x7.3x0.3x
Mon, 09 Jun 2025₩220.6t₩700.8t₩33.0t9.1x6.7x0.3x
Wed, 07 May 2025₩207.0t₩691.7t₩33.5t8.9x6.2x0.3x
Fri, 04 Apr 2025₩203.8t₩686.1t₩33.7t8.4x6.1x0.3x
Sun, 02 Mar 2025₩208.1t₩673.5t₩33.3t7.6x6.3x0.3x
Tue, 28 Jan 2025₩215.4t₩675.4t₩34.2t7.3x6.3x0.3x
Thu, 26 Dec 2024₩218.9t₩675.3t₩34.2t7.3x6.4x0.3x
Sat, 23 Nov 2024₩218.5t₩673.1t₩34.7t7.3x6.3x0.3x
Mon, 21 Oct 2024₩226.9t₩666.3t₩35.0t8.5x6.5x0.3x
Wed, 18 Sep 2024₩229.1t₩635.7t₩34.5t8.9x6.6x0.4x
Fri, 16 Aug 2024₩220.4t₩660.9t₩34.7t7.9x6.3x0.3x
Sun, 14 Jul 2024₩240.1t₩658.8t₩33.5t8.6x7.2x0.4x
Tue, 11 Jun 2024₩237.9t₩659.0t₩32.7t8.7x7.3x0.4x
Thu, 09 May 2024₩231.0t₩653.9t₩32.1t9.1x7.2x0.4x
Sat, 06 Apr 2024₩222.1t₩650.8t₩32.1t9.1x6.9x0.3x
Mon, 04 Mar 2024₩237.6t₩646.0t₩30.3t8.6x7.9x0.4x
Wed, 31 Jan 2024₩207.8t₩648.0t₩29.6t8.5x7x0.3x
Fri, 29 Dec 2023₩217.9t₩648.2t₩29.6t9x7.4x0.3x
Sun, 26 Nov 2023₩206.6t₩648.5t₩30.3t9.3x6.8x0.3x
Tue, 24 Oct 2023₩199.4t₩643.6t₩25.4t8.3x7.8x0.3x
Thu, 21 Sep 2023₩213.8t₩643.7t₩25.4t9.1x8.4x0.3x
Sat, 19 Aug 2023₩204.9t₩632.1t₩25.3t8.8x8.1x0.3x
Mon, 17 Jul 2023₩224.6t₩625.6t₩24.3t9.7x9.3x0.4x
Wed, 14 Jun 2023₩217.4t₩625.8t₩24.6t9.8x8.8x0.3x
Fri, 12 May 2023₩228.1t₩612.4t₩22.6t10.8x10.1x0.4x
Sun, 09 Apr 2023₩212.0t₩602.1t₩21.9t10.1x9.7x0.4x
Tue, 07 Mar 2023₩213.0t₩583.9t₩23.6t9.2x9x0.4x
Thu, 02 Feb 2023₩204.0t₩576.1t₩20.7t9.3x9.8x0.4x
Sat, 31 Dec 2022₩186.6t₩576.1t₩20.7t8.6x9x0.3x
Price to Earnings Ratio

9x


Total Market Cap: ₩186.6tTotal Earnings: ₩20.7tTotal Revenue: ₩576.1tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.6x202320242025
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 9.3x which is higher than its 3-year average PE of 7.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market2.68%
Consumer Discretionary0.28%
Hospitality2.83%
Auto Components0.83%
Consumer Services0.50%
Consumer Durables0.10%
General Merchandise and Department Stores0.027%
Online Retail and Ecommerce0%0
Auto-0.017%
Specialty Stores-0.32%
Luxury-0.59%
Leisure-2.47%
Retail Distributors-5.99%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 48.8x.
    • Analysts are expecting annual earnings growth of 65.2%, which is higher than its past year's earnings decline of 25.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 65% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 8.8% 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
A180640 Hanjin Kal₩130.40k11.5%
+₩902.5b
72.3%PE50.4x
A005380 Hyundai Motor₩289.00k1.0%
+₩670.9b
33.5%PE7x
A437730 Samhyun₩57.50k24.2%
+₩353.9b
824.4%PE262.9x
A012330 Hyundai MobisLtd₩365.00k0.8%
+₩263.8b
50.2%PE7.7x
A032350 Lotte Tour Development₩23.10k6.0%
+₩103.4b
190.6%PS3.2x

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