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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies350
  • 7D0.7%
  • 3M41.8%
  • 1Y64.0%
  • YTD26.7%

In the last week, the Consumer Discretionary industry is flat overall, with SILICON2 standing out by going down 12%. The past year has been better, since the industry has gained 64% in that time. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Feb 2026₩354.4t₩723.7t₩29.9t8.4x11.9x0.5x
Fri, 02 Jan 2026₩275.7t₩724.8t₩29.5t7.9x9.3x0.4x
Sun, 30 Nov 2025₩255.7t₩724.5t₩29.7t7.9x8.6x0.4x
Tue, 28 Oct 2025₩249.7t₩711.7t₩30.7t8.5x8.1x0.4x
Thu, 25 Sep 2025₩237.1t₩713.3t₩30.8t8.7x7.7x0.3x
Sat, 23 Aug 2025₩235.6t₩709.4t₩31.2t8.8x7.5x0.3x
Mon, 21 Jul 2025₩238.2t₩700.8t₩32.9t9.6x7.2x0.3x
Wed, 18 Jun 2025₩228.8t₩700.8t₩32.9t9.1x7x0.3x
Fri, 16 May 2025₩214.8t₩691.7t₩33.5t9x6.4x0.3x
Sun, 13 Apr 2025₩193.4t₩686.1t₩33.6t8.5x5.7x0.3x
Tue, 11 Mar 2025₩211.8t₩678.5t₩32.8t7.6x6.5x0.3x
Thu, 06 Feb 2025₩211.9t₩675.4t₩34.2t7.3x6.2x0.3x
Sat, 04 Jan 2025₩217.5t₩675.2t₩34.2t7.4x6.4x0.3x
Mon, 02 Dec 2024₩215.8t₩675.7t₩34.3t7.5x6.3x0.3x
Wed, 30 Oct 2024₩221.1t₩666.4t₩34.9t8.5x6.3x0.3x
Fri, 27 Sep 2024₩240.6t₩666.5t₩34.9t9x6.9x0.4x
Sun, 25 Aug 2024₩226.5t₩667.3t₩35.2t8.6x6.4x0.3x
Tue, 23 Jul 2024₩231.3t₩658.8t₩33.5t8.3x6.9x0.4x
Thu, 20 Jun 2024₩250.1t₩659.0t₩32.7t8.9x7.6x0.4x
Sat, 18 May 2024₩230.0t₩654.5t₩32.1t9.1x7.2x0.4x
Mon, 15 Apr 2024₩225.8t₩650.7t₩32.1t9.1x7x0.3x
Wed, 13 Mar 2024₩236.1t₩650.0t₩30.9t8.6x7.6x0.4x
Fri, 09 Feb 2024₩233.8t₩647.2t₩29.8t8.5x7.9x0.4x
Sun, 07 Jan 2024₩206.6t₩648.1t₩29.5t9x7x0.3x
Tue, 05 Dec 2023₩204.1t₩648.0t₩30.2t9x6.7x0.3x
Thu, 02 Nov 2023₩193.2t₩646.3t₩28.2t8.3x6.8x0.3x
Sat, 30 Sep 2023₩208.9t₩643.6t₩25.4t8.8x8.2x0.3x
Mon, 28 Aug 2023₩204.2t₩643.1t₩26.0t8.6x7.8x0.3x
Wed, 26 Jul 2023₩213.2t₩625.6t₩24.3t9.1x8.8x0.3x
Fri, 23 Jun 2023₩217.8t₩625.7t₩24.6t9.5x8.9x0.3x
Sun, 21 May 2023₩227.1t₩618.7t₩23.9t10.7x9.5x0.4x
Tue, 18 Apr 2023₩220.5t₩602.1t₩21.9t10.7x10.1x0.4x
Thu, 16 Mar 2023₩207.4t₩594.6t₩23.8t9x8.7x0.3x
Sat, 11 Feb 2023₩208.8t₩576.0t₩20.7t9.3x10.1x0.4x
Price to Earnings Ratio

10.1x


Total Market Cap: ₩208.8tTotal Earnings: ₩20.7tTotal Revenue: ₩576.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.6x202420252026
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 11.9x 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 7.9% 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 Market4.15%
Consumer Discretionary0.74%
General Merchandise and Department Stores11.26%
Luxury5.84%
Specialty Stores3.08%
Hospitality2.47%
Leisure2.17%
Consumer Durables1.66%
Consumer Services0.70%
Auto0.53%
Online Retail and Ecommerce0%0
Auto Components-1.66%
Retail Distributors-5.62%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 66.0x.
    • Analysts are expecting annual earnings growth of 64.3%, which is higher than its past year's earnings decline of 23.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 64% over the next 5 years.
  • This is better than its past earnings decline of 24% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 9.4% 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
A005380 Hyundai Motor₩505.00k2.5%
+₩3.3t
146.9%PE13.9x
A000270 Kia₩156.40k4.5%
+₩2.6t
59.4%PE7.7x
A023530 Lotte Shopping₩95.50k24.7%
+₩534.3b
75.6%PS0.2x
A066570 LG Electronics₩102.30k2.4%
+₩432.2b
28.0%PE19x
A021240 COWAY₩85.20k7.0%
+₩399.2b
7.6%PE10.6x

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