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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedJan 27, 2025
DataAggregated Company Financials
Companies13
  • 7D-0.6%
  • 3M2.3%
  • 1Y-10.7%
  • YTD-2.3%

Last week, the Consumer Discretionary industry hasn't moved much but Millennium & Copthorne Hotels New Zealand is up 22% in that time. As for the longer term, the industry has declined 11% in the last year. Earnings are forecast to grow by 26% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 01 Feb 2023NZ$6.9bNZ$9.0bNZ$324.4m13.6x21.2x0.8x
Fri, 30 Dec 2022NZ$6.8bNZ$9.0bNZ$324.4m12.4x20.9x0.7x
Sun, 27 Nov 2022NZ$7.4bNZ$9.0bNZ$325.1m12.8x22.7x0.8x
Tue, 25 Oct 2022NZ$7.3bNZ$9.0bNZ$326.2m12.6x22.4x0.8x
Thu, 22 Sep 2022NZ$7.9bNZ$9.0bNZ$349.8m13.8x22.4x0.9x
Sat, 20 Aug 2022NZ$8.0bNZ$9.0bNZ$447.7m14.2x17.9x0.9x
Mon, 18 Jul 2022NZ$8.1bNZ$9.0bNZ$460.6m13.3x17.5x0.9x
Wed, 15 Jun 2022NZ$8.1bNZ$9.0bNZ$460.6m13.5x17.6x0.9x
Fri, 13 May 2022NZ$8.5bNZ$9.0bNZ$468.5m14.6x18.2x1x
Sun, 10 Apr 2022NZ$9.0bNZ$9.0bNZ$468.5m15.9x19.3x1x
Tue, 08 Mar 2022NZ$9.2bNZ$9.1bNZ$505.6m15x18.2x1x
Thu, 03 Feb 2022NZ$9.1bNZ$9.1bNZ$623.6m16.2x14.5x1x
Price to Earnings Ratio

14.5x


Total Market Cap: NZ$9.1bTotal Earnings: NZ$623.6mTotal Revenue: NZ$9.1bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 362.3x202320242025
Current Industry PE
  • Investors are optimistic on the New Zealander Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 4kx which is higher than its 3-year average PE of 359x.
  • The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 87% per year over the last three years.
  • 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-0.98%
Consumer Discretionary-0.61%
Consumer Durables4.65%
Hospitality1.06%
Auto Components0%0
Auto0%0
Leisure0%0
Luxury0%0
Consumer Services0%0
Retail Distributors0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.97%
Specialty Stores-1.84%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 17.1x.
    • Analysts are expecting annual earnings growth of 34.1%, which is higher than its past year's earnings decline of 87.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings growth rate of 27% per year.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 18% 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
KMD KMD BrandsNZ$0.426.3%
+NZ$17.8m		-42.6%PS0.3x
MCK Millennium & Copthorne Hotels New ZealandNZ$2.202.8%
+NZ$9.5m		14.6%PE94.6x
WHS Warehouse GroupNZ$1.032.0%
+NZ$6.9m		-34.8%PE58.1x
BRW BremworthNZ$0.454.7%
+NZ$1.4m		-30.8%PE6.9x
CCC Cooks CoffeeNZ$0.273.8%
+NZ$647.4k		35.0%PE35.2x
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Latest News

KMD

NZ$0.42

KMD Brands

7D

6.3%

1Y

-42.6%

MCK

NZ$2.20

Millennium & Copthorne Hotels New Zealand

7D

2.8%

1Y

14.6%

BGP

NZ$4.65

Briscoe Group

7D

-3.1%

1Y

2.2%

SVR

NZ$0.23

Savor

7D

-4.3%

1Y

-16.7%

CCC

NZ$0.27

Cooks Coffee

7D

3.8%

1Y

35.0%

BFG

NZ$0.34

Burger Fuel Group

7D

-12.7%

1Y

13.1%

Burger Fuel Group (NZSE:BFG) Is Doing The Right Things To Multiply Its Share Price

Jan 08
Burger Fuel Group (NZSE:BFG) Is Doing The Right Things To Multiply Its Share Price

RBD

NZ$4.00

Restaurant Brands New Zealand

7D

-3.8%

1Y

-2.7%

2CC

NZ$0.77

2 Cheap Cars Group

7D

-2.5%

1Y

-1.3%

Additional Considerations Required While Assessing 2 Cheap Cars Group's (NZSE:2CC) Strong Earnings

Nov 22
Additional Considerations Required While Assessing 2 Cheap Cars Group's (NZSE:2CC) Strong Earnings

WHS

NZ$1.03

Warehouse Group

7D

2.0%

1Y

-34.8%

BRW

NZ$0.45

Bremworth

7D

4.7%

1Y

-30.8%

SKC

NZ$1.41

SkyCity Entertainment Group

7D

-0.7%

1Y

-23.8%