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Nigerian (NSE) Consumer Discretionary Sector Analysis
UpdatedDec 28, 2025
DataAggregated Company Financials
Companies8
- 7D9.1%
- 3M6.4%
- 1Y55.7%
- YTD55.2%
The Consumer Discretionary industry is up 9.1% in the last week, with Transcorp Hotels up 9.8%. This means that the industry has gained 56% over the past year.
Sector Valuation and Performance
Has the Nigerian Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 28 Dec 2025 | ₦2.0t | ₦236.5b | ₦43.1b | 49.3x | 46x | 8.4x |
| Tue, 25 Nov 2025 | ₦2.0t | ₦236.4b | ₦43.1b | 50x | 45.9x | 8.4x |
| Thu, 23 Oct 2025 | ₦2.0t | ₦230.1b | ₦40.2b | 9.5x | 49.4x | 8.6x |
| Sat, 20 Sep 2025 | ₦1.9t | ₦224.1b | ₦37.7b | 8x | 49.7x | 8.4x |
| Mon, 18 Aug 2025 | ₦1.9t | ₦224.6b | ₦37.9b | 53.8x | 49.5x | 8.3x |
| Wed, 16 Jul 2025 | ₦1.6t | ₦203.4b | ₦35.3b | 23.5x | 46.6x | 8.1x |
| Fri, 13 Jun 2025 | ₦1.5t | ₦203.4b | ₦35.3b | 22.8x | 42.4x | 7.4x |
| Sun, 11 May 2025 | ₦1.7t | ₦203.5b | ₦32.8b | 5.6x | 51.9x | 8.4x |
| Tue, 08 Apr 2025 | ₦1.6t | ₦188.4b | ₦20.9b | 27.7x | 76.1x | 8.4x |
| Thu, 06 Mar 2025 | ₦1.4t | ₦188.4b | ₦17.2b | 27.2x | 81.2x | 7.4x |
| Sat, 01 Feb 2025 | ₦1.3t | ₦179.0b | ₦14.6b | 23.5x | 86.9x | 7.1x |
| Mon, 30 Dec 2024 | ₦1.3t | ₦166.3b | ₦12.7b | 51.8x | 100.3x | 7.7x |
| Wed, 27 Nov 2024 | ₦1.1t | ₦166.1b | ₦16.7b | 5x | 68.3x | 6.9x |
| Fri, 25 Oct 2024 | ₦1.1t | ₦156.5b | ₦9.7b | 46.7x | 117.2x | 7.3x |
| Sun, 22 Sep 2024 | ₦973.7b | ₦148.0b | ₦7.7b | 47.1x | 126.4x | 6.6x |
| Tue, 20 Aug 2024 | ₦1.1t | ₦147.5b | ₦7.5b | 53x | 144.9x | 7.4x |
| Thu, 18 Jul 2024 | ₦1.1t | ₦132.9b | ₦9.7b | 5.9x | 108.5x | 8x |
| Sat, 15 Jun 2024 | ₦1.1t | ₦132.9b | ₦9.7b | 5.9x | 109.5x | 8x |
| Mon, 13 May 2024 | ₦1.1t | ₦127.1b | ₦5.3b | 6x | 206.4x | 8.5x |
| Wed, 10 Apr 2024 | ₦1.1t | ₦115.5b | ₦12.0b | 14.3x | 87.4x | 9.1x |
| Fri, 08 Mar 2024 | ₦1.1t | ₦116.7b | ₦12.0b | 8.6x | 87.8x | 9x |
| Sun, 04 Feb 2024 | ₦1.1t | ₦122.0b | ₦11.9b | 15.4x | 89.7x | 8.7x |
| Tue, 02 Jan 2024 | ₦780.6b | ₦116.4b | ₦6.9b | 8.6x | 113.3x | 6.7x |
| Thu, 30 Nov 2023 | ₦512.3b | ₦116.3b | ₦6.5b | 8.6x | 79.1x | 4.4x |
| Sat, 28 Oct 2023 | ₦506.8b | ₦109.4b | ₦5.4b | 8.5x | 93.9x | 4.6x |
| Mon, 25 Sep 2023 | ₦521.4b | ₦106.4b | ₦4.4b | 8.9x | 119.1x | 4.9x |
| Wed, 23 Aug 2023 | ₦425.2b | ₦106.4b | ₦4.4b | 8.4x | 96x | 4x |
| Fri, 21 Jul 2023 | ₦427.8b | ₦106.4b | -₦2,263,034,456.00 | 8.6x | -189x | 4x |
| Sun, 18 Jun 2023 | ₦202.6b | ₦106.3b | -₦1,579,438,456.00 | 8.6x | -128.3x | 1.9x |
| Tue, 16 May 2023 | ₦121.1b | ₦105.9b | -₦1,838,885,456.00 | 8.6x | -65.9x | 1.1x |
| Thu, 13 Apr 2023 | ₦114.9b | ₦107.1b | -₦840,597,456.00 | 8.6x | -136.7x | 1.1x |
| Sat, 11 Mar 2023 | ₦111.9b | ₦102.9b | ₦2.9b | 24.9x | 38.4x | 1.1x |
| Mon, 06 Feb 2023 | ₦109.8b | ₦101.3b | ₦3.2b | 22.8x | 34.8x | 1.1x |
| Wed, 04 Jan 2023 | ₦110.9b | ₦97.5b | ₦6.4b | 8.6x | 17.4x | 1.1x |
Price to Earnings Ratio
17.4x
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 46.0x which is lower than its 3-year average PE of 62.2x.
- The 3-year average PS ratio of 6.2x is lower than the industry's current PS ratio of 8.4x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 89% per year over the last three years.
- Revenues for these companies have grown 34% 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 Market | 1.15% | |
| Consumer Discretionary | 9.07% | |
| Hospitality | 9.80% | |
| Consumer Durables | 0% | 0 |
| Retail Distributors | 0% | 0 |
| Specialty Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 60.8x.
- 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TRANSCOHOT Transcorp Hotels | ₦170.90 | 9.8% +₦156.7b | 47.3% | PE89.7x | |
| IKEJAHOTEL Ikeja Hotel | ₦36.95 | 11.6% +₦8.3b | 204.1% | PE7.6x | |
| TANTALIZER Tantalizers | ₦2.70 | 0.4% +₦50.0m | 57.0% | PE1896.6x |