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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedJul 16, 2026
DataAggregated Company Financials
Companies12
  • 7D-0.6%
  • 3M-4.0%
  • 1Y-16.8%
  • YTD-17.8%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Hallenstein Glasson Holdings gained 3.1%. Unfortunately though, the industry is down 17% over the past 12 months. Earnings are forecast to grow by 18% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026NZ$4.1bNZ$8.2bNZ$162.3m13.6x25.5x0.5x
Sat, 13 Jun 2026NZ$4.0bNZ$8.2bNZ$162.3m13x24.9x0.5x
Mon, 11 May 2026NZ$4.3bNZ$8.1bNZ$161.7m15.4x26.7x0.5x
Wed, 08 Apr 2026NZ$4.2bNZ$8.1bNZ$161.7m14.9x26.1x0.5x
Fri, 06 Mar 2026NZ$4.6bNZ$8.1bNZ$140.9m15.6x32.4x0.6x
Sun, 01 Feb 2026NZ$4.8bNZ$8.0bNZ$130.2m15x36.7x0.6x
Tue, 30 Dec 2025NZ$4.7bNZ$8.0bNZ$130.2m15.3x36.1x0.6x
Thu, 27 Nov 2025NZ$4.7bNZ$8.0bNZ$129.8m14.4x35.9x0.6x
Sat, 25 Oct 2025NZ$5.1bNZ$9.5bNZ$153.8m15.8x33x0.5x
Mon, 22 Sep 2025NZ$4.5bNZ$9.4bNZ$171.0m14.9x26.5x0.5x
Wed, 20 Aug 2025NZ$4.6bNZ$9.4b-NZ$49,702,221.0015x-93.4x0.5x
Fri, 18 Jul 2025NZ$4.8bNZ$9.4b-NZ$68,099,221.0015.2x-69.9x0.5x
Sun, 15 Jun 2025NZ$4.6bNZ$9.4b-NZ$68,099,221.0014.6x-68.2x0.5x
Tue, 13 May 2025NZ$4.5bNZ$9.4b-NZ$70,152,326.0015.4x-63.8x0.5x
Thu, 10 Apr 2025NZ$4.3bNZ$9.4b-NZ$70,152,326.0015.1x-61.9x0.5x
Sat, 08 Mar 2025NZ$4.7bNZ$9.4b-NZ$18,521,326.0015x-253x0.5x
Mon, 03 Feb 2025NZ$4.9bNZ$9.4bNZ$1.3m14.6x3603.9x0.5x
Wed, 01 Jan 2025NZ$5.0bNZ$9.4bNZ$1.3m14.8x3679.2x0.5x
Fri, 29 Nov 2024NZ$4.9bNZ$9.4bNZ$1.5m14.9x3272.3x0.5x
Sun, 27 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m14.8x1646.4x0.5x
Tue, 24 Sep 2024NZ$4.8bNZ$9.7bNZ$93.9m13.4x50.7x0.5x
Thu, 22 Aug 2024NZ$4.7bNZ$9.7bNZ$249.2m11.9x19x0.5x
Sat, 20 Jul 2024NZ$4.6bNZ$9.6bNZ$285.5m11.6x16x0.5x
Mon, 17 Jun 2024NZ$4.4bNZ$9.6bNZ$285.5m11x15.5x0.5x
Wed, 15 May 2024NZ$4.7bNZ$9.6bNZ$284.2m11.5x16.4x0.5x
Fri, 12 Apr 2024NZ$5.3bNZ$9.6bNZ$284.2m13.4x18.6x0.5x
Sun, 10 Mar 2024NZ$5.2bNZ$9.8bNZ$300.6m12.4x17.2x0.5x
Tue, 06 Feb 2024NZ$5.6bNZ$9.7bNZ$300.9m12.4x18.6x0.6x
Thu, 04 Jan 2024NZ$5.4bNZ$9.8bNZ$297.6m12.1x18.1x0.6x
Sat, 02 Dec 2023NZ$5.6bNZ$9.8bNZ$297.6m15.6x18.9x0.6x
Mon, 30 Oct 2023NZ$5.5bNZ$9.7bNZ$295.1m17.1x18.8x0.6x
Wed, 27 Sep 2023NZ$5.7bNZ$9.7bNZ$330.4m15.9x17.1x0.6x
Fri, 25 Aug 2023NZ$6.0bNZ$9.6bNZ$355.3m15.1x16.8x0.6x
Sun, 23 Jul 2023NZ$6.2bNZ$9.6bNZ$381.1m14.6x16.3x0.7x
Price to Earnings Ratio

16.3x


Total Market Cap: NZ$6.2bTotal Earnings: NZ$381.1mTotal Revenue: NZ$9.6bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 429.9x202420252026
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 25.5x which is lower than its 3-year average PE of 430x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
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 5.1% 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-0.29%
Consumer Discretionary-0.63%
General Merchandise and Department Stores0.85%
Specialty Stores0.71%
Consumer Durables0%0
Consumer Services0%0
Online Retail and Ecommerce0%0
Hospitality-4.45%
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 14.5x.
    • Analysts are expecting annual earnings growth of 43.7% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Consumer Durables industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 1.9x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 44% over the next 5 years.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 13% 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$4.931.6%
+NZ$17.8m		-18.5%PE18.5x
HLG Hallenstein Glasson HoldingsNZ$10.402.0%
+NZ$11.9m		22.2%PE13.4x
2CC 2 Cheap Cars GroupNZ$0.8021.2%
+NZ$6.4m		17.6%PE11.4x
WHS Warehouse GroupNZ$0.601.7%
+NZ$3.5m		-26.8%PE173.8x
BRW BremworthNZ$0.725.1%
+NZ$2.4m		27.2%PE2.4x

Latest News

KMD
NZ$1.70
KMD Brands
7D
1.2%
1Y
-73.8%
Narrative Update • Jul 09

KMD: Equity Raise And Stock Split Will Support Future Upside Potential

Analysts have lifted their price target for KMD Brands to NZ$2.98 from NZ$0.14, citing updated fair value assumptions, a slightly higher discount rate, modestly different revenue growth expectations, and a revised profit margin outlook that also feeds into a lower future P/E multiple. What's in the News for KMD Brands KMD Brands has scheduled a 1 for 25 stock split or significant stock dividend, effective Jun 30, 2026.
TRA
NZ$8.22
Turners Automotive Group
7D
-2.7%
1Y
22.3%
HLG
NZ$10.40
Hallenstein Glasson Holdings
7D
2.0%
1Y
22.2%
BRW
NZ$0.72
Bremworth
7D
5.1%
1Y
27.2%
CCC
NZ$0.17
Cooks Coffee
7D
-3.4%
1Y
-35.1%
2CC
NZ$0.80
2 Cheap Cars Group
7D
21.2%
1Y
17.6%
WHS
NZ$0.60
Warehouse Group
7D
1.7%
1Y
-26.8%
MCK
NZ$3.26
Millennium & Copthorne Hotels New Zealand
7D
0.3%
1Y
16.4%
SVR
NZ$0.15
Savor
7D
-9.1%
1Y
-16.7%
BGP
NZ$4.93
Briscoe Group
7D
1.6%
1Y
-18.5%
CMO
NZ$7.25
Colonial Motor
7D
0.7%
1Y
5.1%