Investing IdeasBrowse All StocksMarkets

Have your own idea? Try our Stock Screener

Header cover image

New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedApr 17, 2025
DataAggregated Company Financials
Companies13
  • 7D0.7%
  • 3M-10.3%
  • 1Y-14.3%
  • YTD-12.0%

The Consumer Discretionary is pretty flat in the last 7 days, but Briscoe Group has stood out, gaining 6.1%. As for the longer term, the industry has declined 15% in the last year. Looking forward, earnings are forecast to grow by 28% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 17 Apr 2025NZ$4.4bNZ$9.4b-NZ$70,152,326.0015.5x-62.3x0.5x
Sat, 15 Mar 2025NZ$4.7bNZ$9.4b-NZ$39,038,326.0016.2x-119.4x0.5x
Mon, 10 Feb 2025NZ$4.9bNZ$9.4bNZ$1.3m14.8x3625.1x0.5x
Wed, 08 Jan 2025NZ$5.0bNZ$9.4bNZ$1.3m15x3715.1x0.5x
Fri, 06 Dec 2024NZ$4.9bNZ$9.4bNZ$1.3m15.4x3598.7x0.5x
Sun, 03 Nov 2024NZ$4.7bNZ$9.4bNZ$2.9m14.8x1624.5x0.5x
Tue, 01 Oct 2024NZ$4.7bNZ$9.4bNZ$697.1k14.4x6719.7x0.5x
Thu, 29 Aug 2024NZ$4.6bNZ$9.7bNZ$98.2m11.7x46.9x0.5x
Sat, 27 Jul 2024NZ$4.6bNZ$9.6bNZ$285.5m11.5x16.3x0.5x
Mon, 24 Jun 2024NZ$4.3bNZ$9.6bNZ$285.5m11x15.2x0.5x
Wed, 22 May 2024NZ$4.8bNZ$9.6bNZ$283.2m11.5x17.1x0.5x
Fri, 19 Apr 2024NZ$5.2bNZ$9.6bNZ$284.2m12.6x18.1x0.5x
Sun, 17 Mar 2024NZ$5.2bNZ$9.8bNZ$299.3m12.2x17.5x0.5x
Tue, 13 Feb 2024NZ$5.5bNZ$9.7bNZ$300.9m12.4x18.2x0.6x
Thu, 11 Jan 2024NZ$5.4bNZ$9.7bNZ$300.9m12.1x18.1x0.6x
Sat, 09 Dec 2023NZ$5.6bNZ$9.8bNZ$297.6m14.5x18.7x0.6x
Mon, 06 Nov 2023NZ$5.6bNZ$9.7bNZ$291.9m17.2x19.1x0.6x
Wed, 04 Oct 2023NZ$5.7bNZ$9.7bNZ$295.4m17x19.2x0.6x
Fri, 01 Sep 2023NZ$6.0bNZ$9.7bNZ$353.1m11.6x17x0.6x
Sun, 30 Jul 2023NZ$6.2bNZ$9.6bNZ$381.1m13.7x16.2x0.6x
Tue, 27 Jun 2023NZ$6.1bNZ$9.6bNZ$378.5m13.1x16.2x0.6x
Thu, 25 May 2023NZ$6.4bNZ$9.6bNZ$374.7m14.5x17.2x0.7x
Sat, 22 Apr 2023NZ$6.6bNZ$9.6bNZ$373.6m14.3x17.6x0.7x
Mon, 20 Mar 2023NZ$5.8bNZ$6.0bNZ$283.4m17.2x20.4x1x
Wed, 15 Feb 2023NZ$6.9bNZ$9.0bNZ$324.4m13.6x21.4x0.8x
Fri, 13 Jan 2023NZ$6.8bNZ$9.0bNZ$324.4m12.6x21x0.8x
Sun, 11 Dec 2022NZ$7.1bNZ$9.0bNZ$324.4m12.6x22x0.8x
Tue, 08 Nov 2022NZ$7.5bNZ$9.0bNZ$326.2m13x23x0.8x
Thu, 06 Oct 2022NZ$7.6bNZ$9.0bNZ$326.2m13.4x23.3x0.8x
Sat, 03 Sep 2022NZ$7.8bNZ$9.0bNZ$350.9m13.7x22.2x0.9x
Mon, 01 Aug 2022NZ$8.0bNZ$9.0bNZ$460.6m14.2x17.4x0.9x
Wed, 29 Jun 2022NZ$8.2bNZ$9.0bNZ$460.6m13.1x17.8x0.9x
Fri, 27 May 2022NZ$8.5bNZ$9.0bNZ$469.5m15.2x18x0.9x
Sun, 24 Apr 2022NZ$8.9bNZ$9.0bNZ$468.5m14.6x18.9x1x
Price to Earnings Ratio

18.9x


Total Market Cap: NZ$8.9bTotal Earnings: NZ$468.5mTotal Revenue: NZ$9.0bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 436.8x202320242025
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 0.64x.
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 Market1.86%
Consumer Discretionary0.69%
Specialty Stores2.32%
Consumer Services0%0
Online Retail and Ecommerce0%0
Hospitality-1.07%
Consumer Durables-1.64%
General Merchandise and Department Stores-2.41%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 15.1x.
    • Analysts are expecting annual earnings growth of 14.7%, which is higher than its past year's earnings decline of 0.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 55% over the next 5 years.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 15% 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$4.301.2%
+NZ$11.1m		-5.1%PE15.8x
CMO Colonial MotorNZ$6.903.8%
+NZ$8.2m		-15.9%PE103x
TRA Turners Automotive GroupNZ$5.800.7%
+NZ$3.6m		25.8%PE15.5x
SVR SavorNZ$0.207.0%
+NZ$998.1k		-19.2%PS0.3x
BFG Burger Fuel GroupNZ$0.344.7%
+NZ$528.5k		-11.8%PE10x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlans & PricingLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

HLG

NZ$7.12

Hallenstein Glasson Holdings

7D

-7.4%

1Y

22.5%

SKC

NZ$1.14

SkyCity Entertainment Group

7D

-0.9%

1Y

-38.4%

What You Can Learn From SkyCity Entertainment Group Limited's (NZSE:SKC) P/S

Apr 09
What You Can Learn From SkyCity Entertainment Group Limited's (NZSE:SKC) P/S

BGP

NZ$4.30

Briscoe Group

7D

1.2%

1Y

-5.1%

TRA

NZ$5.80

Turners Automotive Group

7D

0.7%

1Y

25.8%

BFG

NZ$0.34

Burger Fuel Group

7D

4.7%

1Y

-11.8%

With EPS Growth And More, Burger Fuel Group (NZSE:BFG) Makes An Interesting Case

Mar 28
With EPS Growth And More, Burger Fuel Group (NZSE:BFG) Makes An Interesting Case

RBD

NZ$3.28

Restaurant Brands New Zealand

7D

-3.2%

1Y

-3.5%

WHS

NZ$0.82

Warehouse Group

7D

-1.2%

1Y

-41.8%

CMO

NZ$6.90

Colonial Motor

7D

3.8%

1Y

-15.9%

2CC

NZ$0.75

2 Cheap Cars Group

7D

1.4%

1Y

-9.6%

MCK

NZ$2.16

Millennium & Copthorne Hotels New Zealand

7D

-6.1%

1Y

19.3%

BRW

NZ$0.59

Bremworth

7D

-4.8%

1Y

28.3%

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

SVR

NZ$0.20

Savor

7D

7.0%

1Y

-19.2%