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
Sat, 11 Jul 2026	₩354.0t	₩738.7t	₩29.1t	7.8x	12.2x	0.5x
Mon, 08 Jun 2026	₩455.4t	₩740.3t	₩29.6t	8.1x	15.4x	0.6x
Wed, 06 May 2026	₩377.6t	₩733.7t	₩29.8t	8.9x	12.7x	0.5x
Fri, 03 Apr 2026	₩335.1t	₩729.9t	₩30.7t	8.4x	10.9x	0.5x
Sun, 01 Mar 2026	₩441.3t	₩723.9t	₩31.0t	9.5x	14.3x	0.6x
Tue, 27 Jan 2026	₩355.3t	₩722.5t	₩29.5t	8.5x	12x	0.5x
Thu, 25 Dec 2025	₩275.2t	₩724.8t	₩29.5t	8.2x	9.3x	0.4x
Sat, 22 Nov 2025	₩251.7t	₩719.3t	₩29.9t	8.3x	8.4x	0.3x
Mon, 20 Oct 2025	₩243.6t	₩711.7t	₩30.7t	8.4x	7.9x	0.3x
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

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 12.2x 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	-7.33%
Consumer Discretionary	-3.48%
Retail Distributors	2.55%
Luxury	0.20%
Auto Components	0.027%
Online Retail and Ecommerce	0%	0
Hospitality	-0.39%
Consumer Services	-0.45%
Specialty Stores	-0.93%
Leisure	-1.31%
Consumer Durables	-4.35%
Auto	-5.60%
General Merchandise and Department Stores	-7.15%

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 31.1%, 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 60% over the next 5 years.
This is better than its past earnings growth rate of 0.1% per year.

In contrast, the Luxury industry is expected to see its earnings grow by 12% 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
A073240 Kumho Tire	₩7.80k	64.6% +₩879.0b	56.8%	PE6.5x
A161390 Hankook Tire & Technology	₩71.50k	6.2% +₩512.4b	61.4%	PE7.8x
A111770 Youngone	₩87.00k	3.1% +₩110.7b	44.5%	PE6.7x
A257720 SILICON2	₩37.60k	4.2% +₩98.4b	-30.9%	PE13.4x
A037710 Gwangju Shinsegae. Ltd	₩49.80k	28.0% +₩83.1b	45.4%	PE8.1x

LG Electronics Launches LG Professional Laundry Lineup Globally

LG Electronics has expanded its presence in the commercial laundry market with the global launch of the LG Professional Laundry lineup. The new lineup offers B2B partners across a broader range of commercial segments – from retail and industrial laundry to hospitality and healthcare – an integrated and intelligent 'total solution.' LG Professional Laundry is debuting in Europe this month, with launches to follow in Asia and North America. The new LG Professional Laundry lineup is designed to improve operational efficiency in commercial settings, offering large-capacity washers and dryers designed to handle high-volume commercial workloads. Based on an IEC standard seven-kilogram load, the LG Professional WasherDryer can complete a full wash and dry in around one hour. This all-in-one solution uses AI Weight Detection to optimize water and energy use according to load size, while the Dual Inverter HeatPump enables energy-efficient, low-temperature drying. Its ductless design also eliminates ductwork installation and maintenance, improving flexibility and reducing overheads for business owners. LG's Professional Laundry lineup incorporates advanced technologies to boost performance and efficiency. LG's Dynamic Ball-Core System uses a built-in gyro sensor to detect drum imbalances in real time while a ball balancer stabilizes the load to minimize vibrations. This system enables stable operation at spin speeds of up to 1,100 RPM. The high-speed spin also improves water extraction, helping reduce drying time, energy consumption and noise. Applied to the lineup's dryers (including the WasherDryer), Sensor Dry helps reduce over-drying by using model-specific sensor data and intelligent algorithms. This garment- and linen-preserving feature adjusts and optimizes drying time based on accurate moisture-level detection. Wet Cleaning with MotionCare provides specialized care for delicate fabrics across both washing and drying cycles. It begins by delivering a gentle, high-performance wash, and completes the process with a protective, low-temperature drying cycle that uses precise drum movements to help mitigate the risk of fabric damage. LG Professional Laundry solutions are engineered for durability and ease of maintenance. The Front Service Ready design provides easy access to key components, making servicing simpler and faster and reducing downtime. The lineup also helps address operational challenges with features such as Heat Exchanger Cleaning Assist and the Tub Clean cycle. The former automatically rinses the heat exchanger after each cycle while the latter has been verified by Intertek to reduce 99.9999% of bacteria in the washer drum (under specified test conditions), helping maintain the internal cleanliness of the machines. LG Professional Laundry appliances make it quick and easy for users to select and adjust cycles and settings with the intuitive ProGuide Control – a circular seven-inch LCD touch display with a clean, user-centric design. Helping to streamline daily operations, the LaundryCrew app enables remote monitoring of equipment status, operational data and machine settings. It also supports software updates and system management, enabling business owners and managers to oversee their laundry solutions and overall operations more effectively. In addition, LG's Open API can be integrated with existing business systems (through a separate system development process initiated post product purchase), enabling customers to build tailored platforms and further expand their operational capabilities.

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

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Price target increased by 8.8% to ₩155,706