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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies13
  • 7D-4.5%
  • 3M-1.2%
  • 1Y-3.4%
  • YTD-10.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.5%, driven by SkyCity Entertainment Group declining 31%. Overall the industry is down 3.4% in 12 months. As for the next few years, earnings are expected to grow by 24% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Aug 2025NZ$4.4bNZ$9.4bNZ$154.8m14x28.6x0.5x
Sat, 26 Jul 2025NZ$4.8bNZ$9.4b-NZ$68,099,221.0015.3x-71.1x0.5x
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
Price to Earnings Ratio

22.2x


Total Market Cap: NZ$7.8bTotal Earnings: NZ$350.9mTotal Revenue: NZ$9.0bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 426.7x202320242025
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 at a PE ratio of 28.6x which is lower than its 3-year average PE of 427x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 24% 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 Market0.89%
Consumer Discretionary-4.46%
Specialty Stores1.82%
Consumer Services0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-1.22%
Consumer Durables-4.62%
Hospitality-16.11%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 17.6x.
    • Analysts are expecting annual earnings growth of 11.5%, which is higher than its past year's earnings growth of 6.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 119% over the next 5 years.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 11% 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$5.663.5%
+NZ$42.3m		27.2%PE20.8x
TRA Turners Automotive GroupNZ$6.881.2%
+NZ$7.2m		60.0%PE16.1x
CMO Colonial MotorNZ$7.301.4%
+NZ$3.3m		4.1%PE13x
2CC 2 Cheap Cars GroupNZ$0.548.0%
+NZ$1.8m		-37.2%PE7.5x
HLG Hallenstein Glasson HoldingsNZ$8.070.1%
+NZ$596.5k		36.1%PE13.9x

Latest News

BFG
NZ$0.32
Burger Fuel Group
7D
-1.6%
1Y
5.0%
RBD
NZ$2.94
Restaurant Brands New Zealand
7D
-2.0%
1Y
-4.5%
CMO
NZ$7.30
Colonial Motor
7D
1.4%
1Y
4.1%

Colonial Motor (NZSE:CMO) Will Pay A Dividend Of NZ$0.2353

Aug 25
Colonial Motor (NZSE:CMO) Will Pay A Dividend Of NZ$0.2353
SKC
NZ$0.69
SkyCity Entertainment Group
7D
-31.0%
1Y
-52.1%

SkyCity Entertainment Group Limited (NZSE:SKC) Shares Slammed 30% But Getting In Cheap Might Be Difficult Regardless

Aug 22
SkyCity Entertainment Group Limited (NZSE:SKC) Shares Slammed 30% But Getting In Cheap Might Be Difficult Regardless
CCC
NZ$0.24
Cooks Coffee
7D
-9.3%
1Y
-15.5%
MCK
NZ$2.82
Millennium & Copthorne Hotels New Zealand
7D
-1.7%
1Y
60.2%
2CC
NZ$0.54
2 Cheap Cars Group
7D
8.0%
1Y
-37.2%
KMD
NZ$0.24
KMD Brands
7D
-4.0%
1Y
-57.9%
BGP
NZ$5.66
Briscoe Group
7D
3.5%
1Y
27.2%
WHS
NZ$0.81
Warehouse Group
7D
-1.2%
1Y
-29.6%
SVR
NZ$0.20
Savor
7D
-11.1%
1Y
-11.1%

Take Care Before Diving Into The Deep End On Savor Limited (NZSE:SVR)

Jul 29
Take Care Before Diving Into The Deep End On Savor Limited (NZSE:SVR)
TRA
NZ$6.88
Turners Automotive Group
7D
1.2%
1Y
60.0%
HLG
NZ$8.07
Hallenstein Glasson Holdings
7D
0.1%
1Y
36.1%