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Nigerian (NSE) Consumer Discretionary Sector Analysis

UpdatedDec 14, 2025
DataAggregated Company Financials
Companies8
  • 7D-8.9%
  • 3M-3.6%
  • 1Y55.1%
  • YTD41.2%

Last week, the Consumer Discretionary industry hasn't moved much but Ikeja Hotel is up 4.7% in that time. The past year has been better, since the industry has gained 55% in that time.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Dec 2025₦1.8t₦236.5b₦43.1b45x41.8x7.6x
Tue, 11 Nov 2025₦2.0t₦236.4b₦43.1b50.3x45.9x8.4x
Thu, 09 Oct 2025₦1.9t₦224.1b₦37.7b8.2x49.5x8.3x
Sat, 06 Sep 2025₦1.9t₦224.1b₦37.7b7.9x49.5x8.3x
Mon, 04 Aug 2025₦1.7t₦224.6b₦37.9b49.1x45.2x7.6x
Wed, 02 Jul 2025₦1.6t₦203.4b₦35.3b21.5x45.8x8x
Fri, 30 May 2025₦1.6t₦203.5b₦32.8b5.5x50.1x8.1x
Sun, 27 Apr 2025₦1.6t₦190.6b₦22.0b33x72.8x8.4x
Tue, 25 Mar 2025₦1.5t₦188.4b₦17.2b27.7x87.2x8x
Thu, 20 Feb 2025₦1.4t₦179.0b₦14.6b28x95.8x7.8x
Sat, 18 Jan 2025₦1.4t₦166.4b₦13.3b84.3x105.2x8.4x
Mon, 16 Dec 2024₦1.2t₦166.3b₦12.7b46.7x91.6x7x
Wed, 13 Nov 2024₦1.1t₦166.1b₦12.7b46.3x89.9x6.9x
Fri, 11 Oct 2024₦973.9b₦148.0b₦7.7b47.1x126.4x6.6x
Sun, 08 Sep 2024₦969.3b₦147.5b₦7.5b47.1x128.8x6.6x
Tue, 06 Aug 2024₦1.1t₦147.5b₦7.5b51.3x139.9x7.1x
Thu, 04 Jul 2024₦1.1t₦132.9b₦9.7b6.7x108.2x7.9x
Sat, 01 Jun 2024₦1.0t₦132.9b₦9.7b6.2x104.1x7.6x
Mon, 29 Apr 2024₦1.0t₦117.3b₦13.8b6.2x74.7x8.8x
Wed, 27 Mar 2024₦1.0t₦116.7b₦12.0b8.6x87.5x9x
Fri, 23 Feb 2024₦1.1t₦116.6b₦11.8b8.6x89.8x9.1x
Sun, 21 Jan 2024₦1.1t₦116.3b₦6.9b8.6x157.9x9.4x
Tue, 19 Dec 2023₦538.8b₦116.4b₦6.9b8.6x78.2x4.6x
Thu, 16 Nov 2023₦511.5b₦116.3b₦6.5b8.6x78.9x4.4x
Sat, 14 Oct 2023₦507.1b₦106.4b₦4.4b8.6x115.9x4.8x
Mon, 11 Sep 2023₦475.8b₦106.4b₦4.4b8.5x108.7x4.5x
Wed, 09 Aug 2023₦424.3b₦106.4b₦2.7b8.6x159x4x
Fri, 07 Jul 2023₦358.5b₦106.3b-₦1,579,438,456.008.6x-227x3.4x
Sun, 04 Jun 2023₦141.3b₦106.3b-₦1,579,438,456.008.6x-89.4x1.3x
Tue, 02 May 2023₦116.0b₦105.9b-₦1,838,885,456.008.6x-63.1x1.1x
Thu, 30 Mar 2023₦114.8b₦102.9b₦2.9b26.4x39.4x1.1x
Sat, 25 Feb 2023₦111.7b₦101.3b₦3.2b24.5x35.4x1.1x
Mon, 23 Jan 2023₦106.5b₦97.5b₦6.4b8.6x16.7x1.1x
Wed, 21 Dec 2022₦112.4b₦99.6b₦2.0b8.6x55.3x1.1x
Price to Earnings Ratio

55.3x


Total Market Cap: ₦112.4bTotal Earnings: ₦2.0bTotal Revenue: ₦99.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Nigerian Consumer Discretionary Sector Price to Earnings3Y Average 62.3x202320242025
Current Industry PE
  • Investors are pessimistic on the Nigerian Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 41.8x which is lower than its 3-year average PE of 62.3x.
  • The 3-year average PS ratio of 6.1x is lower than the industry's current PS ratio of 7.6x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 177% per year over the last three years.
  • Revenues for these companies have grown 33% 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 Nigerian Consumer Discretionary sector?

NG Market1.90%
Consumer Discretionary-8.93%
Consumer Durables1.43%
Retail Distributors0%0
Specialty Stores0%0
Hospitality-9.64%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 59.6x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Consumer Durables industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VITAFOAM Vitafoam Nigeria₦90.002.4%
+₦2.6b		305.4%PE8.4x
RTBRISCOE R.T Briscoe (Nigeria)₦3.206.7%
+₦235.3m		31.1%PE5.9x
TANTALIZER Tantalizers₦2.331.3%
+₦150.0m		26.6%PE1636.7x

Latest News

TRANSCOHOT
₦155.60
Transcorp Hotels
7D
-10.0%
1Y
46.8%
IKEJAHOTEL
₦29.95
Ikeja Hotel
7D
-3.7%
1Y
240.3%
TANTALIZER
₦2.33
Tantalizers
7D
1.3%
1Y
26.6%
HMCALL
₦4.13
Haldane Mccall
7D
-5.9%
1Y
-20.6%

Haldane McCall Plc – Strategic Growth in Affordable Housing and Budget Hospitality

Executive Summary Haldane McCall Plc, a Nigerian-based property and hospitality investment company, continues to position itself as a leader in affordable housing and budget hotel operations under the “Suru Express” brand. Operating primarily in Nigeria and the Republic of Benin, the Group plans to expand across West Africa to capitalize on growing urbanization and rising demand for affordable accommodation.
VITAFOAM
₦90.00
Vitafoam Nigeria
7D
2.4%
1Y
305.4%
RTBRISCOE
₦3.20
R.T Briscoe (Nigeria)
7D
6.7%
1Y
31.1%
NSLTECH
₦0.79
Secure Electronic Technology
7D
-3.7%
1Y
46.3%