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
Tue, 23 Jun 2026	₩411.3t	₩739.5t	₩29.1t	7.8x	14.1x	0.6x
Thu, 21 May 2026	₩392.3t	₩734.1t	₩29.9t	8.8x	13.1x	0.5x
Sat, 18 Apr 2026	₩370.2t	₩731.0t	₩30.4t	8.9x	12.2x	0.5x
Mon, 16 Mar 2026	₩359.9t	₩724.6t	₩30.4t	9x	11.8x	0.5x
Wed, 11 Feb 2026	₩361.5t	₩723.7t	₩31.0t	9x	11.7x	0.5x
Fri, 09 Jan 2026	₩292.5t	₩722.4t	₩29.5t	8x	9.9x	0.4x
Sun, 07 Dec 2025	₩282.6t	₩724.8t	₩29.7t	8.4x	9.5x	0.4x
Tue, 04 Nov 2025	₩256.0t	₩711.4t	₩30.8t	8.3x	8.3x	0.4x
Thu, 02 Oct 2025	₩230.7t	₩711.7t	₩30.7t	8.4x	7.5x	0.3x
Sat, 30 Aug 2025	₩237.9t	₩712.9t	₩30.9t	8.6x	7.7x	0.3x
Mon, 28 Jul 2025	₩238.6t	₩700.0t	₩32.9t	9.4x	7.2x	0.3x
Wed, 25 Jun 2025	₩230.1t	₩700.8t	₩32.9t	9.4x	7x	0.3x
Fri, 23 May 2025	₩207.3t	₩692.7t	₩33.4t	8.6x	6.2x	0.3x
Sun, 20 Apr 2025	₩201.9t	₩686.1t	₩33.6t	8.8x	6x	0.3x
Tue, 18 Mar 2025	₩214.1t	₩682.1t	₩33.5t	7.7x	6.4x	0.3x
Thu, 13 Feb 2025	₩206.8t	₩673.3t	₩33.1t	7.2x	6.2x	0.3x
Sat, 11 Jan 2025	₩219.2t	₩675.2t	₩34.2t	7.9x	6.4x	0.3x
Mon, 09 Dec 2024	₩210.6t	₩651.1t	₩34.4t	7x	6.1x	0.3x
Wed, 06 Nov 2024	₩222.2t	₩666.4t	₩34.9t	8.7x	6.4x	0.3x
Fri, 04 Oct 2024	₩228.5t	₩666.5t	₩34.9t	8.8x	6.5x	0.3x
Sun, 01 Sep 2024	₩234.7t	₩666.4t	₩35.0t	8.8x	6.7x	0.4x
Tue, 30 Jul 2024	₩229.8t	₩660.6t	₩34.3t	8.3x	6.7x	0.3x
Thu, 27 Jun 2024	₩250.8t	₩659.0t	₩33.5t	8.9x	7.5x	0.4x
Sat, 25 May 2024	₩235.9t	₩657.8t	₩33.3t	8.5x	7.1x	0.4x
Mon, 22 Apr 2024	₩222.5t	₩650.7t	₩32.1t	8.8x	6.9x	0.3x
Wed, 20 Mar 2024	₩231.6t	₩649.6t	₩31.1t	8.8x	7.5x	0.4x
Fri, 16 Feb 2024	₩231.0t	₩645.9t	₩29.7t	9x	7.8x	0.4x
Sun, 14 Jan 2024	₩204.1t	₩648.1t	₩29.5t	8.9x	6.9x	0.3x
Tue, 12 Dec 2023	₩205.9t	₩647.9t	₩27.9t	9x	7.4x	0.3x
Thu, 09 Nov 2023	₩199.0t	₩646.5t	₩28.3t	8.7x	7x	0.3x
Sat, 07 Oct 2023	₩206.4t	₩643.6t	₩25.4t	8.7x	8.1x	0.3x
Mon, 04 Sep 2023	₩209.5t	₩643.6t	₩25.5t	8.9x	8.2x	0.3x
Wed, 02 Aug 2023	₩212.8t	₩631.9t	₩25.1t	9.1x	8.5x	0.3x
Fri, 30 Jun 2023	₩217.7t	₩625.8t	₩24.6t	9.4x	8.9x	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 14.1x 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 0.36x.

Past Earnings Growth

The earnings for companies in the Consumer Discretionary industry have grown 5.8% 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	10.01%
Consumer Discretionary	-2.31%
Online Retail and Ecommerce	0%	0
General Merchandise and Department Stores	-0.23%
Auto	-1.63%
Auto Components	-1.75%
Hospitality	-2.43%
Specialty Stores	-3.86%
Luxury	-4.54%
Retail Distributors	-4.57%
Consumer Services	-5.19%
Consumer Durables	-5.49%
Leisure	-7.30%

Industry PE

Investors are most optimistic about the Consumer Durables industry which is trading above its 3-year average PE ratio of 21.6x.

Analysts are expecting annual earnings growth of 32.6%, 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 decline of 1.5% per year.

In contrast, the Luxury industry is expected to see its earnings grow by 11% 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
A069960 Hyundai Department Store	₩196.00k	7.0% +₩276.0b	155.2%	PE20.3x
A004170 SHINSEGAE	₩720.00k	2.1% +₩128.5b	289.0%	PE80.5x
A010690 HWASHINLtd	₩12.51k	16.0% +₩60.1b	53.5%	PE6.6x
A013720 Cube &	₩600.00	22.4% +₩6.7b	-51.3%	PS1.5x
A366030 09WOMEN	₩5.16k	5.0% +₩5.6b	17.0%	PE10.8x

LG Electronics Introduces 2026 LG MAGNIT Micro LED Display Solution LMPB Model For Control Room Environments

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South Korean (KOSPI) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

LG Electronics Introduces 2026 LG MAGNIT Micro LED Display Solution LMPB Model For Control Room Environments

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Ajin Electronic Components Co.,Ltd, Annual General Meeting, Mar 31, 2026