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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies12
  • 7D-4.4%
  • 3M-16.2%
  • 1Y-15.0%
  • YTD-19.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.8%, driven by SkyCity Entertainment Group declining 11%. The industry has fallen 14% in the last year. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 May 2026NZ$4.1bNZ$8.1bNZ$161.7m14.6x25.1x0.5x
Sat, 18 Apr 2026NZ$4.3bNZ$8.1bNZ$161.7m14.8x26.3x0.5x
Mon, 16 Mar 2026NZ$4.5bNZ$8.1bNZ$143.3m14.5x31.3x0.6x
Wed, 11 Feb 2026NZ$4.7bNZ$8.0bNZ$130.2m15.1x36.4x0.6x
Fri, 09 Jan 2026NZ$4.8bNZ$8.0bNZ$130.2m14.8x36.5x0.6x
Sun, 07 Dec 2025NZ$4.6bNZ$8.0bNZ$130.2m14.1x35x0.6x
Tue, 04 Nov 2025NZ$5.2bNZ$9.5bNZ$153.8m16.3x33.7x0.5x
Thu, 02 Oct 2025NZ$4.9bNZ$9.4bNZ$141.7m15.5x34.5x0.5x
Sat, 30 Aug 2025NZ$4.7bNZ$9.4bNZ$154.8m15x30.3x0.5x
Mon, 28 Jul 2025NZ$4.8bNZ$9.4b-NZ$68,099,221.0015.3x-71.1x0.5x
Wed, 25 Jun 2025NZ$4.6bNZ$9.4b-NZ$68,099,221.0014.8x-67.5x0.5x
Fri, 23 May 2025NZ$4.5bNZ$9.4b-NZ$71,332,326.0015.6x-63x0.5x
Sun, 20 Apr 2025NZ$4.4bNZ$9.4b-NZ$70,152,326.0015.4x-62.1x0.5x
Tue, 18 Mar 2025NZ$4.6bNZ$9.4b-NZ$39,038,326.0016.2x-118.3x0.5x
Thu, 13 Feb 2025NZ$4.9bNZ$9.4bNZ$1.3m14.9x3639x0.5x
Sat, 11 Jan 2025NZ$4.9bNZ$9.4bNZ$1.3m14.6x3646.8x0.5x
Mon, 09 Dec 2024NZ$4.9bNZ$9.4bNZ$1.3m15.2x3637.3x0.5x
Wed, 06 Nov 2024NZ$4.7bNZ$9.4bNZ$2.9m14.8x1625.6x0.5x
Fri, 04 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m14.3x1653.9x0.5x
Sun, 01 Sep 2024NZ$4.7bNZ$9.7bNZ$103.4m11.4x45.2x0.5x
Tue, 30 Jul 2024NZ$4.6bNZ$9.6bNZ$285.5m11.7x16.2x0.5x
Thu, 27 Jun 2024NZ$4.2bNZ$9.6bNZ$285.5m10.5x14.6x0.4x
Sat, 25 May 2024NZ$4.8bNZ$9.6bNZ$284.4m11.8x16.8x0.5x
Mon, 22 Apr 2024NZ$5.1bNZ$9.6bNZ$284.2m12.6x18x0.5x
Wed, 20 Mar 2024NZ$5.2bNZ$9.7bNZ$275.7m12.6x18.9x0.5x
Fri, 16 Feb 2024NZ$5.4bNZ$9.7bNZ$300.9m12.4x17.8x0.5x
Sun, 14 Jan 2024NZ$5.4bNZ$9.7bNZ$300.9m12.1x18.1x0.6x
Tue, 12 Dec 2023NZ$5.5bNZ$9.8bNZ$297.6m14.5x18.4x0.6x
Thu, 09 Nov 2023NZ$5.6bNZ$9.7bNZ$291.9m17.2x19.2x0.6x
Sat, 07 Oct 2023NZ$5.6bNZ$9.7bNZ$295.1m16.6x19.1x0.6x
Mon, 04 Sep 2023NZ$6.0bNZ$9.7bNZ$353.1m11.6x17x0.6x
Wed, 02 Aug 2023NZ$6.2bNZ$9.6bNZ$381.1m14x16.4x0.7x
Fri, 30 Jun 2023NZ$6.1bNZ$9.6bNZ$378.5m12.8x16.2x0.6x
Sun, 28 May 2023NZ$6.4bNZ$9.6bNZ$378.8m14.6x17x0.7x
Price to Earnings Ratio

17x


Total Market Cap: NZ$6.4bTotal Earnings: NZ$378.8mTotal Revenue: NZ$9.6bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 429.5x202420252026
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 25.6x which is lower than its 3-year average PE of 430x.
  • The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 25% per year over the last three years,
  • Revenues have also declined 5.4% 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 Market-2.10%
Consumer Discretionary-4.38%
Consumer Durables2.74%
General Merchandise and Department Stores0.80%
Consumer Services0%0
Online Retail and Ecommerce0%0
Specialty Stores-3.97%
Hospitality-6.78%
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 6.1x.
    • Analysts are expecting annual earnings growth of 84.3% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 4.9x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 84% over the next 5 years.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 12% 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
WHS Warehouse GroupNZ$0.642.4%
+NZ$5.2m		-24.7%PE185.4x
KMD KMD BrandsNZ$0.0631.6%
+NZ$1.8m		-80.6%PS0.1x
CCC Cooks CoffeeNZ$0.215.0%
+NZ$656.1k		-22.2%PE39.7x

Latest News

WHS
NZ$0.64
Warehouse Group
7D
2.4%
1Y
-24.7%
KMD
NZ$0.063
KMD Brands
7D
1.6%
1Y
-80.6%
Narrative Update • May 14

KMD: Equity Raise Will Support Future Upside Despite Lower Growth Assumptions

Analysts have reduced their price target for KMD Brands to NZ$0.14 from NZ$0.30. This reflects updated assumptions for slower revenue growth, a slightly different profit margin outlook, a higher discount rate and a lower future P/E multiple.
TRA
NZ$8.58
Turners Automotive Group
7D
-1.4%
1Y
41.4%
SKC
NZ$0.52
SkyCity Entertainment Group
7D
-10.3%
1Y
-48.0%
BGP
NZ$4.49
Briscoe Group
7D
-6.5%
1Y
-7.8%
HLG
NZ$9.79
Hallenstein Glasson Holdings
7D
-5.9%
1Y
27.8%
CMO
NZ$7.37
Colonial Motor
7D
-2.0%
1Y
7.4%
BRW
NZ$0.71
Bremworth
7D
-5.3%
1Y
22.4%
BFG
NZ$0.30
Burger Fuel Group
7D
-4.7%
1Y
-15.3%
2CC
NZ$0.61
2 Cheap Cars Group
7D
-4.7%
1Y
-19.7%
CCC
NZ$0.21
Cooks Coffee
7D
5.0%
1Y
-22.2%
Analysis Article • Dec 11

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

When close to half the companies in New Zealand have price-to-earnings ratios (or "P/E's") below 18x, you may consider...