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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedJun 23, 2025
DataAggregated Company Financials
Companies13
  • 7D1.0%
  • 3M3.9%
  • 1Y11.7%
  • YTD-4.8%

Over the last 7 days, the Consumer Discretionary industry has risen 1.4%, driven by gains from Briscoe Group of 8.0%. In the same time, KMD Brands was down 11%. In the last 12 months, the industry was up 9.3%. Earnings are forecast to grow by 30% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Jun 2025NZ$4.7bNZ$9.4b-NZ$68,099,221.0014.7x-69.2x0.5x
Wed, 21 May 2025NZ$4.5bNZ$9.4b-NZ$70,152,326.0015.7x-64.4x0.5x
Fri, 18 Apr 2025NZ$4.4bNZ$9.4b-NZ$70,152,326.0015.4x-62.1x0.5x
Sun, 16 Mar 2025NZ$4.7bNZ$9.4b-NZ$39,038,326.0016.2x-119.4x0.5x
Tue, 11 Feb 2025NZ$4.9bNZ$9.4bNZ$1.3m14.9x3626.3x0.5x
Thu, 09 Jan 2025NZ$5.0bNZ$9.4bNZ$1.3m14.8x3703.6x0.5x
Sat, 07 Dec 2024NZ$5.0bNZ$9.4bNZ$1.3m15.2x3680x0.5x
Mon, 04 Nov 2024NZ$4.7bNZ$9.4bNZ$2.9m14.8x1624.5x0.5x
Wed, 02 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m14.3x1658.3x0.5x
Fri, 30 Aug 2024NZ$4.6bNZ$9.7bNZ$108.6m11.6x42.2x0.5x
Sun, 28 Jul 2024NZ$4.6bNZ$9.6bNZ$285.5m11.5x16.3x0.5x
Tue, 25 Jun 2024NZ$4.2bNZ$9.6bNZ$285.5m10.7x14.9x0.4x
Thu, 23 May 2024NZ$4.9bNZ$9.6bNZ$283.2m11.3x17.2x0.5x
Sat, 20 Apr 2024NZ$5.2bNZ$9.6bNZ$284.2m12.6x18.1x0.5x
Mon, 18 Mar 2024NZ$5.2bNZ$9.8bNZ$299.3m12.2x17.5x0.5x
Wed, 14 Feb 2024NZ$5.5bNZ$9.7bNZ$300.9m12.4x18.2x0.6x
Fri, 12 Jan 2024NZ$5.4bNZ$9.7bNZ$300.9m12.1x18.1x0.6x
Sun, 10 Dec 2023NZ$5.5bNZ$9.8bNZ$297.6m14.5x18.5x0.6x
Tue, 07 Nov 2023NZ$5.6bNZ$9.7bNZ$291.9m17.2x19.3x0.6x
Thu, 05 Oct 2023NZ$5.7bNZ$9.7bNZ$295.1m16x19.3x0.6x
Sat, 02 Sep 2023NZ$6.0bNZ$9.7bNZ$353.1m11.6x17x0.6x
Mon, 31 Jul 2023NZ$6.2bNZ$9.6bNZ$381.1m13.7x16.2x0.6x
Wed, 28 Jun 2023NZ$6.1bNZ$9.6bNZ$378.5m12.8x16.2x0.6x
Fri, 26 May 2023NZ$6.4bNZ$9.6bNZ$374.7m14.5x17.2x0.7x
Sun, 23 Apr 2023NZ$6.5bNZ$9.6bNZ$373.6m14.3x17.4x0.7x
Tue, 21 Mar 2023NZ$5.8bNZ$6.0bNZ$283.4m17.2x20.4x1x
Thu, 16 Feb 2023NZ$7.0bNZ$9.2bNZ$380.9m14.2x18.3x0.8x
Sat, 14 Jan 2023NZ$6.8bNZ$9.0bNZ$324.4m13x21x0.8x
Mon, 12 Dec 2022NZ$7.1bNZ$9.0bNZ$324.4m12.6x22x0.8x
Wed, 09 Nov 2022NZ$7.5bNZ$9.0bNZ$326.2m13x23x0.8x
Fri, 07 Oct 2022NZ$7.6bNZ$9.0bNZ$326.2m13.3x23.3x0.8x
Sun, 04 Sep 2022NZ$7.8bNZ$9.0bNZ$350.9m13.7x22.2x0.9x
Tue, 02 Aug 2022NZ$8.0bNZ$9.0bNZ$460.6m14.1x17.3x0.9x
Thu, 30 Jun 2022NZ$8.2bNZ$9.0bNZ$460.6m12.9x17.9x0.9x
Price to Earnings Ratio

17.9x


Total Market Cap: NZ$8.2bTotal Earnings: NZ$460.6mTotal Revenue: NZ$9.0bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 431.7x202320242025
Current Industry PE
  • Investors are pessimistic on the New Zealander Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the New Zealand Consumer Discretionary sector?

NZ Market-0.79%
Consumer Discretionary1.01%
Specialty Stores2.10%
Hospitality0.76%
Consumer Durables0%0
Consumer Services0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-8.24%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 16.3x.
    • Analysts are expecting annual earnings growth of 16.1%, which is higher than its past year's earnings decline of 28.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 118% over the next 5 years.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 16% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BGP Briscoe GroupNZ$5.951.9%
+NZ$24.5m		48.8%PE21.9x
SKC SkyCity Entertainment GroupNZ$0.943.3%
+NZ$22.8m		-34.7%PS0.8x
RBD Restaurant Brands New ZealandNZ$3.005.3%
+NZ$18.7m		2.4%PE14.1x
2CC 2 Cheap Cars GroupNZ$0.732.8%
+NZ$911.1k		-6.4%PE10.1x

Latest News

KMD
NZ$0.28
KMD Brands
7D
-12.7%
1Y
-24.7%
BFG
NZ$0.28
Burger Fuel Group
7D
-16.2%
1Y
-9.5%
BGP
NZ$5.95
Briscoe Group
7D
1.9%
1Y
48.8%

What Briscoe Group Limited's (NZSE:BGP) 27% Share Price Gain Is Not Telling You

Jun 17
What Briscoe Group Limited's (NZSE:BGP) 27% Share Price Gain Is Not Telling You
TRA
NZ$6.69
Turners Automotive Group
7D
-0.1%
1Y
68.1%
WHS
NZ$0.79
Warehouse Group
7D
-7.1%
1Y
-19.4%
2CC
NZ$0.73
2 Cheap Cars Group
7D
2.8%
1Y
-6.4%

2 Cheap Cars Group (NZSE:2CC) Has Announced That Its Dividend Will Be Reduced To NZ$0.0252

Jun 01
2 Cheap Cars Group (NZSE:2CC) Has Announced That Its Dividend Will Be Reduced To NZ$0.0252
MCK
NZ$2.82
Millennium & Copthorne Hotels New Zealand
7D
-2.8%
1Y
56.7%
HLG
NZ$7.81
Hallenstein Glasson Holdings
7D
-3.8%
1Y
40.0%
SKC
NZ$0.94
SkyCity Entertainment Group
7D
3.3%
1Y
-34.7%
RBD
NZ$3.00
Restaurant Brands New Zealand
7D
5.3%
1Y
2.4%
CMO
NZ$6.90
Colonial Motor
7D
-1.4%
1Y
-4.8%
BRW
NZ$0.64
Bremworth
7D
-1.5%
1Y
77.8%

Even With A 36% Surge, Cautious Investors Are Not Rewarding Bremworth Limited's (NZSE:BRW) Performance Completely

Feb 04
Even With A 36% Surge, Cautious Investors Are Not Rewarding Bremworth Limited's (NZSE:BRW) Performance Completely