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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies12
  • 7D0.2%
  • 3M-1.9%
  • 1Y-4.6%
  • YTD-3.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Briscoe Group gained 3.9%. Unfortunately though, the industry is down 3.6% over the past 12 months. Earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026NZ$4.6bNZ$8.0bNZ$137.1m15.1x33.3x0.6x
Sun, 25 Jan 2026NZ$4.8bNZ$8.0bNZ$130.2m14.6x37.2x0.6x
Tue, 23 Dec 2025NZ$4.7bNZ$8.0bNZ$130.2m15x36x0.6x
Thu, 20 Nov 2025NZ$5.3bNZ$9.5bNZ$153.1m16.5x34.5x0.6x
Sat, 18 Oct 2025NZ$5.1bNZ$9.5bNZ$153.8m15.8x33.1x0.5x
Mon, 15 Sep 2025NZ$4.6bNZ$9.4bNZ$171.0m15x27.2x0.5x
Wed, 13 Aug 2025NZ$4.7bNZ$9.4b-NZ$68,099,221.0015.1x-68.5x0.5x
Fri, 11 Jul 2025NZ$4.7bNZ$9.4b-NZ$68,099,221.0015.5x-68.6x0.5x
Sun, 08 Jun 2025NZ$4.5bNZ$9.4b-NZ$68,099,221.0014.6x-66.2x0.5x
Tue, 06 May 2025NZ$4.5bNZ$9.4b-NZ$70,152,326.0015.3x-63.5x0.5x
Thu, 03 Apr 2025NZ$4.6bNZ$9.4b-NZ$70,152,326.0015.5x-65.6x0.5x
Sat, 01 Mar 2025NZ$4.8bNZ$9.4b-NZ$18,521,326.0014.7x-258.4x0.5x
Mon, 27 Jan 2025NZ$4.8bNZ$9.4bNZ$1.3m14.1x3589.6x0.5x
Wed, 25 Dec 2024NZ$4.9bNZ$9.4bNZ$1.3m14.8x3664.7x0.5x
Fri, 22 Nov 2024NZ$4.8bNZ$9.4bNZ$718.1k14.5x6658.3x0.5x
Sun, 20 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m15.1x1659.4x0.5x
Tue, 17 Sep 2024NZ$4.8bNZ$9.7bNZ$93.9m13.2x51.2x0.5x
Thu, 15 Aug 2024NZ$4.6bNZ$9.6bNZ$267.5m11.6x17.3x0.5x
Sat, 13 Jul 2024NZ$4.3bNZ$9.6bNZ$285.5m11.3x15.1x0.5x
Mon, 10 Jun 2024NZ$4.5bNZ$9.6bNZ$287.2m11x15.6x0.5x
Wed, 08 May 2024NZ$4.9bNZ$9.6bNZ$284.2m11.8x17.1x0.5x
Fri, 05 Apr 2024NZ$5.5bNZ$9.6bNZ$284.2m13.8x19.2x0.6x
Sun, 03 Mar 2024NZ$5.2bNZ$9.8bNZ$300.6m12.3x17.2x0.5x
Tue, 30 Jan 2024NZ$5.5bNZ$9.7bNZ$300.9m12.2x18.2x0.6x
Thu, 28 Dec 2023NZ$5.3bNZ$9.8bNZ$297.6m11.9x17.8x0.5x
Sat, 25 Nov 2023NZ$5.5bNZ$9.7bNZ$295.9m14.1x18.7x0.6x
Mon, 23 Oct 2023NZ$5.6bNZ$9.7bNZ$295.1m17.2x19.1x0.6x
Wed, 20 Sep 2023NZ$5.6bNZ$9.7bNZ$350.3m11.9x15.9x0.6x
Fri, 18 Aug 2023NZ$6.0bNZ$9.5bNZ$371.9m15.1x16.1x0.6x
Sun, 16 Jul 2023NZ$6.2bNZ$9.6bNZ$381.1m14.3x16.4x0.7x
Tue, 13 Jun 2023NZ$6.3bNZ$9.6bNZ$379.0m13.8x16.5x0.7x
Thu, 11 May 2023NZ$6.6bNZ$9.6bNZ$373.6m14.2x17.7x0.7x
Sat, 08 Apr 2023NZ$6.6bNZ$9.6bNZ$373.6m13.8x17.8x0.7x
Mon, 06 Mar 2023NZ$6.8bNZ$9.2bNZ$370.4m15.4x18.4x0.7x
Price to Earnings Ratio

18.4x


Total Market Cap: NZ$6.8bTotal Earnings: NZ$370.4mTotal Revenue: NZ$9.2bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 428.7x202420252026
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 at a PE ratio of 33.2x which is lower than its 3-year average PE of 429x.
  • The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 28% per year over the last three years,
  • Revenues have also declined 4.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

NZ Market1.05%
Consumer Discretionary0.16%
Specialty Stores1.00%
Consumer Durables0%0
Consumer Services0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Hospitality-1.52%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 22.8x.
    • Analysts expect its future annual earnings growth (13.7%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 75% over the next 5 years.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 14% 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
SKC SkyCity Entertainment GroupNZ$0.832.5%
+NZ$22.0m		-36.7%PE26.1x
BGP Briscoe GroupNZ$4.781.7%
+NZ$17.8m		6.2%PE18.8x
HLG Hallenstein Glasson HoldingsNZ$10.102.5%
+NZ$14.9m		26.3%PE15.3x
MCK Millennium & Copthorne Hotels New ZealandNZ$3.330.6%
+NZ$3.2m		30.6%PE26.1x
CMO Colonial MotorNZ$8.480.7%
+NZ$2.0m		28.5%PE15.1x

Latest News

BRW
NZ$0.67
Bremworth
7D
2.3%
1Y
13.6%
TRA
NZ$8.40
Turners Automotive Group
7D
-0.8%
1Y
42.6%

TRA: Five Year Plan And Dividend Policy Will Guide Future Returns

Analysts have lifted their price target on Turners Automotive Group to NZ$7.81. They link this move to a slightly lower required discount rate and steady assumptions for revenue growth, profit margins, and future P/E multiples.
MCK
NZ$3.33
Millennium & Copthorne Hotels New Zealand
7D
0.6%
1Y
30.6%
SKC
NZ$0.83
SkyCity Entertainment Group
7D
2.5%
1Y
-36.7%
BFG
NZ$0.34
Burger Fuel Group
7D
-1.4%
1Y
1.5%
BGP
NZ$4.78
Briscoe Group
7D
1.7%
1Y
6.2%

Returns On Capital At Briscoe Group (NZSE:BGP) Have Hit The Brakes

Feb 16
Returns On Capital At Briscoe Group (NZSE:BGP) Have Hit The Brakes
WHS
NZ$0.72
Warehouse Group
7D
-0.7%
1Y
-27.3%
2CC
NZ$0.64
2 Cheap Cars Group
7D
-0.8%
1Y
-13.0%
CCC
NZ$0.23
Cooks Coffee
7D
4.7%
1Y
-19.6%

Unpleasant Surprises Could Be In Store For Cooks Coffee Company Limited's (NZSE:CCC) Shares

Dec 11
Unpleasant Surprises Could Be In Store For Cooks Coffee Company Limited's (NZSE:CCC) Shares
HLG
NZ$10.10
Hallenstein Glasson Holdings
7D
2.5%
1Y
26.3%
SVR
NZ$0.19
Savor
7D
-3.1%
1Y
-5.0%
CMO
NZ$8.48
Colonial Motor
7D
0.7%
1Y
28.5%