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Nigerian (NSE) Consumer Discretionary Sector Analysis
UpdatedJun 08, 2025
DataAggregated Company Financials
Companies8
- 7D-8.9%
- 3M6.9%
- 1Y46.1%
- YTD17.1%
Over the last 7 days, the Consumer Discretionary industry has dropped 8.9%, driven by a pullback from Transcorp Hotels of 10.0%. Meanwhile, Vitafoam Nigeria actually outperformed within the industry, gaining 9.1% in the last week. This takes the industry's 12 month performance to a gain of 46%.
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, 08 Jun 2025 | ₦1.5t | ₦203.4b | ₦35.3b | 22.7x | 42.4x | 7.4x |
| Tue, 06 May 2025 | ₦1.6t | ₦202.7b | ₦33.2b | 4.6x | 48.4x | 7.9x |
| Thu, 03 Apr 2025 | ₦1.5t | ₦188.4b | ₦17.2b | 27.7x | 86.8x | 7.9x |
| Sat, 01 Mar 2025 | ₦1.4t | ₦179.0b | ₦14.6b | 29.3x | 95.8x | 7.8x |
| Mon, 27 Jan 2025 | ₦1.4t | ₦166.6b | ₦13.3b | 84.5x | 104.5x | 8.4x |
| Wed, 25 Dec 2024 | ₦1.3t | ₦166.3b | ₦12.7b | 51.5x | 100.1x | 7.6x |
| Fri, 22 Nov 2024 | ₦1.1t | ₦166.1b | ₦12.7b | 46.4x | 90.1x | 6.9x |
| Sun, 20 Oct 2024 | ₦1.0t | ₦148.0b | ₦7.7b | 50.5x | 135.4x | 7x |
| Tue, 17 Sep 2024 | ₦969.2b | ₦148.0b | ₦7.7b | 47.1x | 125.8x | 6.5x |
| Thu, 15 Aug 2024 | ₦1.0t | ₦147.5b | ₦7.5b | 50.5x | 138x | 7x |
| Sat, 13 Jul 2024 | ₦1.1t | ₦132.9b | ₦9.7b | 5.4x | 108.2x | 7.9x |
| Mon, 10 Jun 2024 | ₦1.0t | ₦132.9b | ₦9.7b | 5.9x | 104x | 7.6x |
| Wed, 08 May 2024 | ₦1.1t | ₦127.3b | ₦5.3b | 5.6x | 206.5x | 8.5x |
| Fri, 05 Apr 2024 | ₦1.1t | ₦115.5b | ₦12.0b | 14.3x | 87.5x | 9.1x |
| Sun, 03 Mar 2024 | ₦1.1t | ₦116.6b | ₦12.0b | 8.6x | 88.4x | 9.1x |
| Tue, 30 Jan 2024 | ₦1.1t | ₦121.2b | ₦6.3b | 8.9x | 171.8x | 8.9x |
| Thu, 28 Dec 2023 | ₦711.3b | ₦116.4b | ₦6.9b | 8.6x | 103.3x | 6.1x |
| Sat, 25 Nov 2023 | ₦512.2b | ₦116.3b | ₦6.5b | 8.6x | 79x | 4.4x |
| Mon, 23 Oct 2023 | ₦507.0b | ₦106.2b | ₦4.3b | 8.6x | 116.7x | 4.8x |
| Wed, 20 Sep 2023 | ₦553.7b | ₦106.4b | ₦4.4b | 8.9x | 126.5x | 5.2x |
| Fri, 18 Aug 2023 | ₦425.4b | ₦106.4b | ₦4.4b | 8.4x | 96x | 4x |
| Sun, 16 Jul 2023 | ₦417.2b | ₦106.4b | -₦2,263,034,456.00 | 8.6x | -184.3x | 3.9x |
| Tue, 13 Jun 2023 | ₦159.8b | ₦106.3b | -₦1,579,438,456.00 | 8.6x | -101.2x | 1.5x |
| Thu, 11 May 2023 | ₦121.0b | ₦105.9b | -₦1,838,885,456.00 | 8.6x | -65.8x | 1.1x |
| Sat, 08 Apr 2023 | ₦114.9b | ₦102.9b | ₦2.9b | 17.5x | 40x | 1.1x |
| Mon, 06 Mar 2023 | ₦111.9b | ₦103.0b | ₦3.1b | 24.9x | 35.8x | 1.1x |
| Wed, 01 Feb 2023 | ₦112.1b | ₦102.2b | ₦3.5b | 22.8x | 31.9x | 1.1x |
| Fri, 30 Dec 2022 | ₦112.6b | ₦97.7b | ₦6.7b | 8.6x | 16.7x | 1.2x |
| Sun, 27 Nov 2022 | ₦113.0b | ₦99.6b | ₦2.0b | 8.6x | 57.3x | 1.1x |
| Tue, 25 Oct 2022 | ₦112.0b | ₦97.0b | ₦3.3b | 8x | 34x | 1.2x |
| Thu, 22 Sep 2022 | ₦106.9b | ₦95.1b | ₦8.0b | 8.6x | 13.4x | 1.1x |
| Sat, 20 Aug 2022 | ₦108.6b | ₦91.9b | ₦7.2b | 8.2x | 15.1x | 1.2x |
| Mon, 18 Jul 2022 | ₦103.8b | ₦88.7b | ₦7.3b | 7.8x | 14.3x | 1.2x |
| Wed, 15 Jun 2022 | ₦103.9b | ₦88.7b | ₦7.3b | 8x | 14.3x | 1.2x |
Price to Earnings Ratio
14.3x
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 42.4x which is lower than its 3-year average PE of 58.8x.
- The 3-year average PS ratio of 4.9x is lower than the industry's current PS ratio of 7.4x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 69% per year over the last three years.
- Revenues for these companies have grown 32% 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 | 1.60% | |
| Consumer Discretionary | -8.93% | |
| Consumer Durables | 7.48% | |
| Retail Distributors | 0% | 0 |
| Specialty Stores | 0% | 0 |
| Hospitality | -9.81% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 49.0x.
- 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 | |
|---|---|---|---|---|---|
| VITAFOAM Vitafoam Nigeria | ₦60.00 | 9.1% +₦6.3b | 252.9% | PE6x | |
| RTBRISCOE R.T Briscoe (Nigeria) | ₦2.50 | 4.2% +₦117.6m | 316.7% | PE4.6x |