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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedSep 17, 2025
DataAggregated Company Financials
Companies352
- 7D-0.3%
- 3M3.3%
- 1Y5.8%
- YTD11.8%
Last week, the Consumer Discretionary industry hasn't moved much but Kolon Mobility Group is up 270% in that time. The past year has been better, since the industry has gained 5.8% in that time. As for the next few years, earnings are expected to grow by 15% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 17 Sep 2025 | ₩237.4t | ₩713.3t | ₩30.8t | 8.8x | 7.7x | 0.3x |
| Fri, 15 Aug 2025 | ₩235.4t | ₩700.1t | ₩32.9t | 9.1x | 7.1x | 0.3x |
| Sun, 13 Jul 2025 | ₩238.8t | ₩700.8t | ₩32.9t | 9.6x | 7.3x | 0.3x |
| Tue, 10 Jun 2025 | ₩226.2t | ₩700.8t | ₩33.0t | 9.2x | 6.9x | 0.3x |
| Thu, 08 May 2025 | ₩206.9t | ₩691.7t | ₩33.5t | 8.9x | 6.2x | 0.3x |
| Sat, 05 Apr 2025 | ₩203.9t | ₩686.1t | ₩33.7t | 8.4x | 6.1x | 0.3x |
| Mon, 03 Mar 2025 | ₩208.1t | ₩673.5t | ₩33.3t | 7.6x | 6.3x | 0.3x |
| Wed, 29 Jan 2025 | ₩215.4t | ₩675.4t | ₩34.2t | 7.3x | 6.3x | 0.3x |
| Fri, 27 Dec 2024 | ₩219.2t | ₩675.3t | ₩34.2t | 7.3x | 6.4x | 0.3x |
| Sun, 24 Nov 2024 | ₩218.5t | ₩674.2t | ₩34.4t | 7.8x | 6.4x | 0.3x |
| Tue, 22 Oct 2024 | ₩227.6t | ₩666.3t | ₩35.0t | 8.5x | 6.5x | 0.3x |
| Thu, 19 Sep 2024 | ₩229.1t | ₩635.7t | ₩34.5t | 8.9x | 6.6x | 0.4x |
| Sat, 17 Aug 2024 | ₩226.1t | ₩661.1t | ₩34.7t | 8x | 6.5x | 0.3x |
| Mon, 15 Jul 2024 | ₩240.1t | ₩658.8t | ₩33.5t | 8.6x | 7.2x | 0.4x |
| Wed, 12 Jun 2024 | ₩237.7t | ₩659.0t | ₩32.7t | 8.7x | 7.3x | 0.4x |
| Fri, 10 May 2024 | ₩227.3t | ₩653.9t | ₩32.1t | 9.1x | 7.1x | 0.3x |
| Sun, 07 Apr 2024 | ₩222.1t | ₩650.8t | ₩32.1t | 9.1x | 6.9x | 0.3x |
| Tue, 05 Mar 2024 | ₩239.9t | ₩646.0t | ₩30.3t | 8.6x | 7.9x | 0.4x |
| Thu, 01 Feb 2024 | ₩210.8t | ₩648.0t | ₩29.6t | 8.5x | 7.1x | 0.3x |
| Sat, 30 Dec 2023 | ₩217.9t | ₩648.2t | ₩29.6t | 9x | 7.4x | 0.3x |
| Mon, 27 Nov 2023 | ₩206.6t | ₩648.4t | ₩30.3t | 9.3x | 6.8x | 0.3x |
| Wed, 25 Oct 2023 | ₩199.4t | ₩643.6t | ₩25.4t | 8.5x | 7.8x | 0.3x |
| Fri, 22 Sep 2023 | ₩210.1t | ₩643.6t | ₩25.4t | 8.9x | 8.3x | 0.3x |
| Sun, 20 Aug 2023 | ₩204.9t | ₩632.7t | ₩25.4t | 8.7x | 8.1x | 0.3x |
| Tue, 18 Jul 2023 | ₩221.0t | ₩625.6t | ₩24.3t | 9.5x | 9.1x | 0.4x |
| Thu, 15 Jun 2023 | ₩217.5t | ₩625.8t | ₩24.6t | 9.6x | 8.9x | 0.3x |
| Sat, 13 May 2023 | ₩226.4t | ₩612.4t | ₩22.6t | 10.6x | 10x | 0.4x |
| Mon, 10 Apr 2023 | ₩212.0t | ₩602.1t | ₩21.9t | 10.1x | 9.7x | 0.4x |
| Wed, 08 Mar 2023 | ₩213.0t | ₩583.9t | ₩23.6t | 9.3x | 9x | 0.4x |
| Fri, 03 Feb 2023 | ₩204.4t | ₩576.0t | ₩20.7t | 9.3x | 9.9x | 0.4x |
| Sun, 01 Jan 2023 | ₩186.6t | ₩576.1t | ₩20.7t | 8.6x | 9x | 0.3x |
| Tue, 29 Nov 2022 | ₩196.2t | ₩573.8t | ₩20.6t | 9.2x | 9.5x | 0.3x |
| Thu, 27 Oct 2022 | ₩185.7t | ₩543.3t | ₩21.2t | 8.8x | 8.8x | 0.3x |
| Sat, 24 Sep 2022 | ₩209.7t | ₩543.1t | ₩21.2t | 9.7x | 9.9x | 0.4x |
Price to Earnings Ratio
9.9x
Current Industry PE
- Investors are relatively neutral on the South Korean Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 7.7x.
- 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 9.5% 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 | 5.51% | |
| Consumer Discretionary | -0.29% | |
| Specialty Stores | 8.36% | |
| General Merchandise and Department Stores | 4.32% | |
| Consumer Services | 2.49% | |
| Hospitality | 2.29% | |
| Luxury | 1.91% | |
| Retail Distributors | 1.15% | |
| Consumer Durables | 1.00% | |
| Online Retail and Ecommerce | 0% | 0 |
| Leisure | -0.18% | |
| Auto Components | -0.58% | |
| Auto | -2.77% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 32.1x.
- Analysts are expecting annual earnings growth of 58.9%, which is higher than its past year's earnings decline of 9.0% per year.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings decline of 36% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 4.7% 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 | |
|---|---|---|---|---|---|
| A450140 Kolon Mobility Group | ₩12.98k | 270.3% +₩602.6b | 435.3% | PS0.4x | |
| A066570 LG Electronics | ₩77.90k | 2.8% +₩378.1b | -25.4% | PE16.8x | |
| A180640 Hanjin Kal | ₩116.50k | 4.8% +₩354.3b | 64.1% | PE18.1x | |
| A032350 Lotte Tour Development | ₩18.50k | 12.9% +₩167.8b | 97.9% | PS2.8x | |
| A004170 SHINSEGAE | ₩191.30k | 9.7% +₩148.2b | 20.1% | PE71.2x |
