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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedJul 13, 2025
DataAggregated Company Financials
Companies13
  • 7D2.5%
  • 3M8.6%
  • 1Y9.9%
  • YTD-4.7%

Briscoe Group is up 5.8%, leading the way for the Consumer Discretionary industry, which has gained 2.0%. During this same period, the Turners Automotive Group underperformed, falling 5.2%. In the last 12 months, the industry was up 9.9%. Earnings are forecast to grow by 28% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 22 Aug 2022NZ$8.0bNZ$9.0bNZ$447.7m14.2x17.9x0.9x
Wed, 20 Jul 2022NZ$8.1bNZ$9.0bNZ$460.6m13.3x17.5x0.9x
Price to Earnings Ratio

17.5x


Total Market Cap: NZ$8.1bTotal Earnings: NZ$460.6mTotal Revenue: NZ$9.0bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 430.2x202320242025
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 close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
  • Total earnings for the Consumer Discretionary industry have declined over the last three years, with the industry now making a loss overall.
  • 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-0.58%
Consumer Discretionary2.51%
Hospitality5.26%
General Merchandise and Department Stores1.25%
Specialty Stores1.22%
Consumer Durables0%0
Consumer Services0%0
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 16.7x.
    • Analysts are expecting annual earnings growth of 13.3%, which is higher than its past year's earnings decline of 28.0% 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
BGP Briscoe GroupNZ$5.665.8%
+NZ$69.1m		36.4%PE20.8x
SKC SkyCity Entertainment GroupNZ$1.009.9%
+NZ$68.3m		-35.1%PS0.9x
MCK Millennium & Copthorne Hotels New ZealandNZ$2.953.5%
+NZ$15.8m		59.5%PE169x
HLG Hallenstein Glasson HoldingsNZ$8.701.2%
+NZ$6.0m		57.6%PE15x
WHS Warehouse GroupNZ$0.811.3%
+NZ$3.5m		-18.2%PS0.09x

Latest News

TRA
NZ$6.73
Turners Automotive Group
7D
-5.2%
1Y
60.2%
KMD
NZ$0.26
KMD Brands
7D
-3.7%
1Y
-31.6%
BFG
NZ$0.34
Burger Fuel Group
7D
-1.5%
1Y
8.1%
BGP
NZ$5.66
Briscoe Group
7D
5.8%
1Y
36.4%

What Briscoe Group Limited's (NZSE:BGP) 27% Share Price Gain Is Not Telling You

Jun 17
What Briscoe Group Limited's (NZSE:BGP) 27% Share Price Gain Is Not Telling You
WHS
NZ$0.81
Warehouse Group
7D
1.3%
1Y
-18.2%
2CC
NZ$0.70
2 Cheap Cars Group
7D
-1.4%
1Y
-12.5%

2 Cheap Cars Group (NZSE:2CC) Has Announced That Its Dividend Will Be Reduced To NZ$0.0252

Jun 01
2 Cheap Cars Group (NZSE:2CC) Has Announced That Its Dividend Will Be Reduced To NZ$0.0252
MCK
NZ$2.95
Millennium & Copthorne Hotels New Zealand
7D
3.5%
1Y
59.5%
HLG
NZ$8.70
Hallenstein Glasson Holdings
7D
1.2%
1Y
57.6%
SKC
NZ$1.00
SkyCity Entertainment Group
7D
9.9%
1Y
-35.1%
RBD
NZ$2.98
Restaurant Brands New Zealand
7D
-1.0%
1Y
16.9%