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
Fri, 12 Jun 2026	₩409.6t	₩740.4t	₩29.6t	8.2x	13.9x	0.6x
Sun, 10 May 2026	₩406.4t	₩734.0t	₩29.8t	8.8x	13.6x	0.6x
Tue, 07 Apr 2026	₩335.6t	₩731.2t	₩30.5t	8.2x	11x	0.5x
Thu, 05 Mar 2026	₩343.9t	₩723.9t	₩31.0t	7.9x	11.1x	0.5x
Sat, 31 Jan 2026	₩356.4t	₩722.4t	₩29.5t	8.5x	12.1x	0.5x
Mon, 29 Dec 2025	₩271.2t	₩724.8t	₩29.5t	8.1x	9.2x	0.4x
Wed, 26 Nov 2025	₩248.6t	₩724.0t	₩29.8t	8x	8.3x	0.3x
Fri, 24 Oct 2025	₩249.1t	₩711.7t	₩30.7t	8.5x	8.1x	0.4x
Sun, 21 Sep 2025	₩238.3t	₩713.3t	₩30.8t	8.8x	7.7x	0.3x
Tue, 19 Aug 2025	₩233.0t	₩703.5t	₩31.9t	9.2x	7.3x	0.3x
Thu, 17 Jul 2025	₩238.2t	₩700.8t	₩32.9t	9.7x	7.2x	0.3x
Sat, 14 Jun 2025	₩226.1t	₩700.8t	₩32.9t	9.2x	6.9x	0.3x
Mon, 12 May 2025	₩207.7t	₩691.7t	₩33.5t	8.9x	6.2x	0.3x
Wed, 09 Apr 2025	₩192.6t	₩686.1t	₩33.7t	8.2x	5.7x	0.3x
Fri, 07 Mar 2025	₩212.2t	₩673.6t	₩33.2t	7.8x	6.4x	0.3x
Sun, 02 Feb 2025	₩216.2t	₩675.4t	₩34.2t	7.3x	6.3x	0.3x
Tue, 31 Dec 2024	₩214.9t	₩675.2t	₩34.2t	7.2x	6.3x	0.3x
Thu, 28 Nov 2024	₩218.8t	₩675.5t	₩34.4t	7.4x	6.4x	0.3x
Sat, 26 Oct 2024	₩221.8t	₩666.3t	₩35.0t	8.3x	6.3x	0.3x
Mon, 23 Sep 2024	₩235.6t	₩666.5t	₩34.9t	8.8x	6.8x	0.4x
Wed, 21 Aug 2024	₩225.5t	₩661.4t	₩34.4t	8.4x	6.6x	0.3x
Fri, 19 Jul 2024	₩235.7t	₩658.8t	₩33.5t	8.4x	7x	0.4x
Sun, 16 Jun 2024	₩240.0t	₩659.0t	₩32.7t	8.6x	7.3x	0.4x
Tue, 14 May 2024	₩231.3t	₩654.6t	₩32.1t	9x	7.2x	0.4x
Thu, 11 Apr 2024	₩226.8t	₩650.7t	₩32.1t	9.1x	7.1x	0.3x
Sat, 09 Mar 2024	₩239.7t	₩646.0t	₩30.3t	8.7x	7.9x	0.4x
Mon, 05 Feb 2024	₩231.0t	₩648.0t	₩29.6t	8.5x	7.8x	0.4x
Wed, 03 Jan 2024	₩216.0t	₩648.2t	₩29.6t	8.9x	7.3x	0.3x
Fri, 01 Dec 2023	₩205.9t	₩648.4t	₩30.1t	8.7x	6.8x	0.3x
Sun, 29 Oct 2023	₩195.4t	₩643.6t	₩25.4t	8.3x	7.7x	0.3x
Tue, 26 Sep 2023	₩211.6t	₩643.6t	₩25.4t	8.8x	8.3x	0.3x
Thu, 24 Aug 2023	₩204.6t	₩641.1t	₩25.9t	8.5x	7.9x	0.3x
Sat, 22 Jul 2023	₩216.4t	₩625.6t	₩24.3t	9.1x	8.9x	0.3x
Mon, 19 Jun 2023	₩216.3t	₩625.8t	₩24.6t	9.5x	8.8x	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 13.9x which is higher than its 3-year average PE of 8.0x.

The industry is trading close to its 3-year average PS ratio of 0.36x.

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 5.8% 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	-9.89%
Consumer Discretionary	-12.48%
General Merchandise and Department Stores	13.82%
Luxury	3.94%
Hospitality	1.07%
Online Retail and Ecommerce	0%	0
Specialty Stores	-1.03%
Consumer Services	-1.37%
Retail Distributors	-2.32%
Leisure	-5.87%
Auto	-11.90%
Auto Components	-15.67%
Consumer Durables	-26.34%

Industry PE

Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 21.7x.

Analysts are expecting annual earnings growth of 31.4%, 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 59% over the next 5 years.
This is better than its past earnings decline of 1.5% 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
A000270 Kia	₩166.80k	3.5% +₩2.2t	71.6%	PE9.3x
A069960 Hyundai Department Store	₩177.30k	21.0% +₩664.2b	153.3%	PE18.4x
A023530 Lotte Shopping	₩195.60k	13.1% +₩638.9b	164.0%	PE33.8x
A161390 Hankook Tire & Technology	₩72.00k	6.0% +₩500.2b	84.4%	PE7.9x
A383220 F&F	₩85.90k	16.6% +₩467.2b	15.1%	PE6.4x

Home plus Reportedly Puts Its Remaining Operations Up for Sale

Home plus Co.,LTD. has put its remaining operations up for sale after agreeing to dispose of its supermarket arm, industry sources said on 02 June 2026, courting domestic and foreign buyers as the debt-laden retailer seeks funding ahead of a court-imposed restructuring deadline. According to the sources, Homeplus's sales adviser, PwC Korea, has sent teaser materials to more than 10 domestic and overseas strategic investors as part of a sale process for the retailer's hypermarket and online businesses. Potential buyers include South Korean retail groups LOTTE Corporation (KOSE:A004990), SHINSEGAE Inc. (KOSE:A004170) and CJ Corporation (KOSE:A001040), as well as Chinese e-commerce companies Alibaba Group Holding Limited (NYSE:BABA) and Temu. The push follows Homeplus's May agreement to sell its supermarket unit, Homeplus Express, to Harim Group's NS Shopping for $80 million in cash, with the buyer also assuming part of the division's liabilities. The transaction would ease the retailer's liquidity strain, though additional funding would still be needed to stabilize operations, the company noted. "The sale of Homeplus Express is expected to improve liquidity, but because the proceeds will not be received for another two months, we need additional funding both to maintain operations until the cash inflow arrives and to implement the rehabilitation plan," the company said in a statement. An escalating liquidity crisis compounds the challenge, despite MBK Partners' provision of KRW 100 billion in debtor-in-possession financing in March. The company is currently seeking a KRW 100 billion bridge loan from its largest creditor, Meritz Financial Group, to sustain operations until cash from the Express sale arrives. The talks have deadlocked, however, with Meritz demanding a personal guarantee from MBK Chairman Michael Kim, immediate repayment once the proceeds land and a 6% interest rate. Homeplus must win court approval for its rehabilitation plan by July 3 or face the prospect of liquidation. Even if the court extends the deadline to September, industry observers warn that the risk of liquidation would rise sharply if the company cannot keep its remaining locations open, with dozens of stores already idled. Homeplus temporarily suspended operations at 37 low-performing locations from May through July, out of its 104 hypermarkets total. It has delayed wage payments to employees and struggled to keep shelves stocked as supplier payments have fallen behind. Some believe the better path is not a package sale of the remaining hypermarket and online operations, but carving out valuable real estate assets from operating units to lower the cost of acquiring the core retail business. "Finding a buyer for Homeplus's entire store network will be challenging, so selling prime locations separately could be one way to improve the chances of a deal," one industry official said.

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

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