Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies13
  • 7D-4.3%
  • 3M-10.3%
  • 1Y-13.3%
  • YTD-16.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.3%, driven by a pullback from Briscoe Group of 11%. Overall the industry is down 13% in 12 months. Looking forward, earnings are forecast to grow by 25% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025NZ$4.5bNZ$9.4bNZ$171.0m15.1x26.5x0.5x
Fri, 15 Aug 2025NZ$4.6bNZ$9.4b-NZ$49,702,221.0015.1x-93.4x0.5x
Sun, 13 Jul 2025NZ$4.7bNZ$9.4b-NZ$68,099,221.0015.4x-69.3x0.5x
Tue, 10 Jun 2025NZ$4.6bNZ$9.4b-NZ$68,099,221.0014.4x-68.2x0.5x
Thu, 08 May 2025NZ$4.4bNZ$9.4b-NZ$70,152,326.0015.5x-63.2x0.5x
Sat, 05 Apr 2025NZ$4.5bNZ$9.4b-NZ$70,152,326.0015.4x-64.6x0.5x
Mon, 03 Mar 2025NZ$4.8bNZ$9.4b-NZ$18,386,326.0014.7x-258.4x0.5x
Wed, 29 Jan 2025NZ$4.9bNZ$9.4bNZ$1.3m14.3x3622x0.5x
Fri, 27 Dec 2024NZ$4.9bNZ$9.4bNZ$1.3m14.8x3663.9x0.5x
Sun, 24 Nov 2024NZ$4.8bNZ$9.4bNZ$718.1k14.4x6687.4x0.5x
Tue, 22 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m15.3x1660.3x0.5x
Thu, 19 Sep 2024NZ$4.8bNZ$9.7bNZ$93.9m13.4x50.7x0.5x
Sat, 17 Aug 2024NZ$4.7bNZ$9.6bNZ$267.5m11.6x17.4x0.5x
Mon, 15 Jul 2024NZ$4.3bNZ$9.6bNZ$285.5m11x15.1x0.4x
Wed, 12 Jun 2024NZ$4.5bNZ$9.6bNZ$287.2m10.9x15.6x0.5x
Fri, 10 May 2024NZ$4.8bNZ$9.6bNZ$284.2m11.7x16.8x0.5x
Sun, 07 Apr 2024NZ$5.4bNZ$9.6bNZ$284.2m13.5x19.1x0.6x
Tue, 05 Mar 2024NZ$5.2bNZ$9.8bNZ$300.6m12.2x17.1x0.5x
Thu, 01 Feb 2024NZ$5.5bNZ$9.7bNZ$300.9m12.2x18.2x0.6x
Sat, 30 Dec 2023NZ$5.4bNZ$9.8bNZ$297.6m11.9x18.1x0.6x
Mon, 27 Nov 2023NZ$5.5bNZ$9.7bNZ$295.9m14.1x18.6x0.6x
Wed, 25 Oct 2023NZ$5.7bNZ$9.7bNZ$295.1m17.4x19.2x0.6x
Fri, 22 Sep 2023NZ$5.6bNZ$9.7bNZ$330.4m15.9x16.8x0.6x
Sun, 20 Aug 2023NZ$5.9bNZ$9.5bNZ$371.9m15.1x15.9x0.6x
Tue, 18 Jul 2023NZ$6.2bNZ$9.6bNZ$381.1m14.6x16.4x0.7x
Thu, 15 Jun 2023NZ$6.2bNZ$9.6bNZ$378.5m13.7x16.5x0.6x
Sat, 13 May 2023NZ$6.5bNZ$9.6bNZ$373.6m14x17.5x0.7x
Mon, 10 Apr 2023NZ$6.6bNZ$9.6bNZ$373.6m13.8x17.8x0.7x
Wed, 08 Mar 2023NZ$6.8bNZ$9.2bNZ$370.4m15.4x18.4x0.7x
Fri, 03 Feb 2023NZ$6.9bNZ$9.0bNZ$324.4m13.4x21.3x0.8x
Sun, 01 Jan 2023NZ$6.6bNZ$9.0bNZ$324.4m12.4x20.4x0.7x
Tue, 29 Nov 2022NZ$7.4bNZ$9.0bNZ$325.2m12.9x22.7x0.8x
Thu, 27 Oct 2022NZ$7.4bNZ$9.0bNZ$326.2m12.9x22.7x0.8x
Sat, 24 Sep 2022NZ$7.8bNZ$9.0bNZ$349.8m13.6x22.3x0.9x
Price to Earnings Ratio

22.3x


Total Market Cap: NZ$7.8bTotal Earnings: NZ$349.8mTotal Revenue: NZ$9.0bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 426.8x202320242025
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 at a PE ratio of 26.5x which is lower than its 3-year average PE of 427x.
  • The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 21% 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-0.66%
Consumer Discretionary-4.32%
Consumer Services0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Hospitality-2.31%
Consumer Durables-2.48%
Specialty Stores-5.83%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 17.9x.
    • Analysts are expecting annual earnings growth of 12.9%, 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 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
CMO Colonial MotorNZ$8.182.5%
+NZ$6.5m		22.1%PE14.6x
WHS Warehouse GroupNZ$0.801.3%
+NZ$3.5m		-35.4%PS0.09x
TRA Turners Automotive GroupNZ$6.900.1%
+NZ$904.6k		56.1%PE16.2x

Latest News

BGP
NZ$5.01
Briscoe Group
7D
-11.2%
1Y
0.6%

Briscoe Group (NZSE:BGP) Is Paying Out Less In Dividends Than Last Year

Sep 12
Briscoe Group (NZSE:BGP) Is Paying Out Less In Dividends Than Last Year
WHS
NZ$0.80
Warehouse Group
7D
1.3%
1Y
-35.4%
SKC
NZ$0.67
SkyCity Entertainment Group
7D
-2.9%
1Y
-51.4%
KMD
NZ$0.24
KMD Brands
7D
-5.9%
1Y
-53.8%

KMD Brands' (NZSE:KMD) Returns On Capital Not Reflecting Well On The Business

Sep 05
KMD Brands' (NZSE:KMD) Returns On Capital Not Reflecting Well On The Business
BRW
NZ$0.58
Bremworth
7D
-3.3%
1Y
50.6%

Statutory Earnings May Not Be The Best Way To Understand Bremworth's (NZSE:BRW) True Position

Sep 05
Statutory Earnings May Not Be The Best Way To Understand Bremworth's (NZSE:BRW) True Position
RBD
NZ$2.87
Restaurant Brands New Zealand
7D
-1.4%
1Y
-22.2%

We Like The Quality Of Restaurant Brands New Zealand's (NZSE:RBD) Earnings

Sep 02
We Like The Quality Of Restaurant Brands New Zealand's (NZSE:RBD) Earnings
CMO
NZ$8.18
Colonial Motor
7D
2.5%
1Y
22.1%

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
CCC
NZ$0.24
Cooks Coffee
7D
-5.9%
1Y
-11.1%
MCK
NZ$2.77
Millennium & Copthorne Hotels New Zealand
7D
-0.7%
1Y
58.3%
TRA
NZ$6.90
Turners Automotive Group
7D
0.1%
1Y
56.1%
HLG
NZ$8.99
Hallenstein Glasson Holdings
7D
-0.1%
1Y
41.6%