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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedDec 04, 2022
DataAggregated Company Financials
Companies15
  • 7D-0.3%
  • 3M-5.4%
  • 1Y-26.2%
  • YTD-26.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Restaurant Brands New Zealand declined by 3.1%. Unfortunately though, the industry is down 26% over the past 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
Sun, 04 Dec 2022NZ$7.4bNZ$9.0bNZ$324.4m13.1x22.7x0.8x
Tue, 01 Nov 2022NZ$7.5bNZ$9.0bNZ$326.2m12.7x23.1x0.8x
Thu, 29 Sep 2022NZ$7.5bNZ$9.0bNZ$326.0m13.4x23.1x0.8x
Sat, 27 Aug 2022NZ$8.0bNZ$8.9bNZ$369.6m13.7x21.6x0.9x
Mon, 25 Jul 2022NZ$8.1bNZ$9.0bNZ$460.6m13.9x17.6x0.9x
Wed, 22 Jun 2022NZ$8.1bNZ$9.0bNZ$460.6m12.9x17.6x0.9x
Fri, 20 May 2022NZ$8.4bNZ$9.0bNZ$468.5m14.5x18x0.9x
Sun, 17 Apr 2022NZ$8.9bNZ$9.0bNZ$468.5m15.7x19.1x1x
Tue, 15 Mar 2022NZ$8.8bNZ$9.1bNZ$505.6m14.4x17.4x1x
Thu, 10 Feb 2022NZ$9.4bNZ$9.1bNZ$623.6m16.8x15.1x1x
Sat, 08 Jan 2022NZ$10.2bNZ$9.2bNZ$660.7m18.1x15.5x1.1x
Mon, 06 Dec 2021NZ$10.3bNZ$9.2bNZ$660.7m14.5x15.5x1.1x
Wed, 03 Nov 2021NZ$10.8bNZ$9.3bNZ$661.5mn/a16.4x1.2x
Fri, 01 Oct 2021NZ$11.0bNZ$9.3bNZ$657.6m15.5x16.7x1.2x
Sun, 29 Aug 2021NZ$10.7bNZ$9.2bNZ$553.9m18.8x19.4x1.2x
Mon, 05 Jul 2021NZ$10.6bNZ$9.2bNZ$553.9m17.2x19.2x1.2x
Thu, 08 Apr 2021NZ$10.3bNZ$8.9bNZ$442.7m18.2x23.2x1.1x
Sun, 10 Jan 2021NZ$8.9bNZ$8.4bNZ$301.0m17x29.5x1.1x
Sat, 03 Oct 2020NZ$7.8bNZ$8.3bNZ$387.8m15.6x20.2x0.9x
Tue, 07 Jul 2020NZ$6.8bNZ$8.2bNZ$547.0m10.7x12.4x0.8x
Fri, 10 Apr 2020NZ$5.0bNZ$8.3bNZ$661.6m7.4x7.6x0.6x
Thu, 02 Jan 2020NZ$9.1bNZ$8.4bNZ$732.7m14.4x12.5x1.1x
Price to Earnings Ratio

12.5x


Total Market Cap: NZ$9.1bTotal Earnings: NZ$732.7mTotal Revenue: NZ$8.4bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 18.1x20212022
Current Industry PE
  • Investors are optimistic on the New Zealander Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 22.7x which is higher than its 3-year average PE of 18.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 24% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.5% per year.
  • This means that although more sales are being generated, 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 Market1.85%
Consumer Discretionary-0.33%
General Merchanise and Department Stores1.01%
Specialty Stores0.58%
Auto Components0%
Auto0%
Leisure0%
Luxury0%
Retail Distributors0%
Online Retail and Ecommerce0%
Hospitality-1.26%
Consumer Durables-4.35%
Consumer Services-7.94%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 39.5x.
    • Analysts are expecting annual earnings growth of 30.6%, which is higher than its past year's earnings decline of 39.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 72% over the next 5 years.
  • In contrast, the General Merchanise and Department Stores industry is expected to see its earnings grow by 7.7% 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$5.061.6%
+NZ$17.8m		-24.9%PE13.1x
WHS Warehouse GroupNZ$3.001.0%
+NZ$10.4m		-25.0%PE11.6x
CMO Colonial MotorNZ$9.792.0%
+NZ$6.2m		-10.7%PE9.6x
HLG Hallenstein Glasson HoldingsNZ$5.621.8%
+NZ$5.9m		-23.5%PE13x
MCK Millennium & Copthorne Hotels New ZealandNZ$1.910.5%
+NZ$1.6m		-17.0%PE12.5x
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