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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies13
  • 7D1.8%
  • 3M3.0%
  • 1Y0.7%
  • YTD-5.2%

The Consumer Discretionary industry is up 2.3% in the last week, with Briscoe Group up 4.4%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025NZ$5.2bNZ$9.5bNZ$153.8m16.4x33.7x0.5x
Fri, 03 Oct 2025NZ$4.9bNZ$9.5bNZ$152.9m15.6x32.3x0.5x
Sun, 31 Aug 2025NZ$4.7bNZ$9.4bNZ$154.8m15x30.3x0.5x
Tue, 29 Jul 2025NZ$4.8bNZ$9.4b-NZ$68,099,221.0015.2x-71x0.5x
Thu, 26 Jun 2025NZ$4.6bNZ$9.4b-NZ$68,099,221.0015.3x-67.2x0.5x
Sat, 24 May 2025NZ$4.5bNZ$9.4b-NZ$71,332,326.0015.8x-63x0.5x
Mon, 21 Apr 2025NZ$4.4bNZ$9.4b-NZ$70,152,326.0015.4x-62.1x0.5x
Wed, 19 Mar 2025NZ$4.5bNZ$9.4b-NZ$39,038,326.0016.5x-116.4x0.5x
Fri, 14 Feb 2025NZ$4.9bNZ$9.4bNZ$1.3m14.7x3642.8x0.5x
Sun, 12 Jan 2025NZ$4.9bNZ$9.4bNZ$1.3m14.6x3639x0.5x
Tue, 10 Dec 2024NZ$4.9bNZ$9.4bNZ$1.3m15x3637.3x0.5x
Thu, 07 Nov 2024NZ$4.7bNZ$9.4bNZ$2.9m14.9x1636x0.5x
Sat, 05 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m14.3x1661.4x0.5x
Mon, 02 Sep 2024NZ$4.7bNZ$9.7bNZ$103.4m11.4x45.2x0.5x
Wed, 31 Jul 2024NZ$4.6bNZ$9.6bNZ$285.5m11.8x16.2x0.5x
Fri, 28 Jun 2024NZ$4.2bNZ$9.6bNZ$285.5m10.4x14.8x0.4x
Sun, 26 May 2024NZ$4.8bNZ$9.6bNZ$286.8m11.8x16.7x0.5x
Tue, 23 Apr 2024NZ$5.1bNZ$9.6bNZ$284.2m12.6x18x0.5x
Thu, 21 Mar 2024NZ$5.2bNZ$9.7bNZ$275.7m12.7x19x0.5x
Sat, 17 Feb 2024NZ$5.3bNZ$9.7bNZ$300.9m12.4x17.7x0.5x
Mon, 15 Jan 2024NZ$5.4bNZ$9.7bNZ$300.9m12.1x18.1x0.6x
Wed, 13 Dec 2023NZ$5.5bNZ$9.8bNZ$297.6m14.5x18.4x0.6x
Fri, 10 Nov 2023NZ$5.6bNZ$9.7bNZ$291.9m17.2x19.3x0.6x
Sun, 08 Oct 2023NZ$5.6bNZ$9.7bNZ$295.1m16.6x19.1x0.6x
Tue, 05 Sep 2023NZ$5.7bNZ$9.7bNZ$353.1m11.7x16.2x0.6x
Thu, 03 Aug 2023NZ$6.3bNZ$9.6bNZ$381.1m14.3x16.4x0.7x
Sat, 01 Jul 2023NZ$6.2bNZ$9.6bNZ$378.5m12.9x16.4x0.6x
Mon, 29 May 2023NZ$6.4bNZ$9.6bNZ$378.8m14.6x17x0.7x
Wed, 26 Apr 2023NZ$6.6bNZ$9.6bNZ$373.6m14.5x17.6x0.7x
Fri, 24 Mar 2023NZ$6.5bNZ$9.4bNZ$391.8m13.3x16.6x0.7x
Sun, 19 Feb 2023NZ$7.0bNZ$9.3bNZ$378.6m14.2x18.6x0.8x
Tue, 17 Jan 2023NZ$6.8bNZ$9.0bNZ$324.4m13x21x0.8x
Thu, 15 Dec 2022NZ$7.1bNZ$9.0bNZ$324.4m12.5x21.8x0.8x
Sat, 12 Nov 2022NZ$7.5bNZ$9.0bNZ$326.2m12.7x22.9x0.8x
Price to Earnings Ratio

22.9x


Total Market Cap: NZ$7.5bTotal Earnings: NZ$326.2mTotal Revenue: NZ$9.0bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 427.6x202320242025
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 33.7x which is lower than its 3-year average PE of 427x.
  • The industry is trading close to its 3-year average PS ratio of 0.57x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 22% 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 Market1.30%
Consumer Discretionary1.81%
Specialty Stores2.98%
Hospitality0.32%
Consumer Durables0%0
Consumer Services0%0
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 19.3x.
    • Analysts expect its future annual earnings growth (14.7%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 36% over the next 5 years.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 15% 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$5.502.8%
+NZ$33.4m		10.0%PE21.6x
HLG Hallenstein Glasson HoldingsNZ$10.124.1%
+NZ$23.9m		33.5%PE15.3x
TRA Turners Automotive GroupNZ$7.542.7%
+NZ$18.1m		66.8%PE17.7x
SKC SkyCity Entertainment GroupNZ$0.742.1%
+NZ$16.5m		-45.2%PE27.9x
CMO Colonial MotorNZ$8.355.0%
+NZ$13.1m		19.3%PE14.9x

Latest News

SKC
NZ$0.74
SkyCity Entertainment Group
7D
2.1%
1Y
-45.2%

SKC: Auckland Asset Sales Will Drive Recovery Amid Economic Pressures

Analysts have revised SkyCity Entertainment Group’s fair value estimate downward from $1.14 to $1.08. They cited reduced revenue growth projections and a marginally higher discount rate as key factors in their updated outlook.
TRA
NZ$7.54
Turners Automotive Group
7D
2.7%
1Y
66.8%

Rising Profit Margins And Dividend Outlook Will Drive Improved Performance Ahead

Analysts have raised their price target for Turners Automotive Group from $6.76 to $7.37. They cite improved profit margin estimates and a slight decrease in the discount rate, despite expectations of slower revenue growth.
KMD
NZ$0.28
KMD Brands
7D
-5.1%
1Y
-39.1%
BRW
NZ$0.89
Bremworth
7D
-0.6%
1Y
115.9%
CCC
NZ$0.24
Cooks Coffee
7D
-7.7%
1Y
-5.9%
WHS
NZ$0.80
Warehouse Group
7D
-0.6%
1Y
-24.3%
HLG
NZ$10.12
Hallenstein Glasson Holdings
7D
4.1%
1Y
33.5%

The Strong Earnings Posted By Hallenstein Glasson Holdings (NZSE:HLG) Are A Good Indication Of The Strength Of The Business

Oct 03
The Strong Earnings Posted By Hallenstein Glasson Holdings (NZSE:HLG) Are A Good Indication Of The Strength Of The Business
SVR
NZ$0.21
Savor
7D
-4.5%
1Y
5.0%

We Think Shareholders Are Less Likely To Approve A Pay Rise For Savor Limited's (NZSE:SVR) CEO For Now

Sep 23
We Think Shareholders Are Less Likely To Approve A Pay Rise For Savor Limited's (NZSE:SVR) CEO For Now
CMO
NZ$8.35
Colonial Motor
7D
5.0%
1Y
19.3%

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

Sep 19
Colonial Motor (NZSE:CMO) Will Pay A Dividend Of NZ$0.2353
BGP
NZ$5.50
Briscoe Group
7D
2.8%
1Y
10.0%

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
2CC
NZ$0.56
2 Cheap Cars Group
7D
-0.9%
1Y
-27.6%
BFG
NZ$0.33
Burger Fuel Group
7D
3.1%
1Y
8.2%