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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies12
  • 7D-1.1%
  • 3M0.09%
  • 1Y-5.6%
  • YTD-1.3%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Briscoe Group declined by 4.7%. As for the longer term, the industry has declined 3.6% in the last year. Earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Feb 2026NZ$4.7bNZ$8.0bNZ$130.2m15.2x36x0.6x
Sun, 11 Jan 2026NZ$4.8bNZ$8.0bNZ$130.2m15x36.6x0.6x
Tue, 09 Dec 2025NZ$4.5bNZ$8.0bNZ$130.2m14.1x34.9x0.6x
Thu, 06 Nov 2025NZ$5.2bNZ$9.5bNZ$153.8m16.5x33.8x0.5x
Sat, 04 Oct 2025NZ$5.0bNZ$9.5bNZ$152.9m15.6x32.6x0.5x
Mon, 01 Sep 2025NZ$4.7bNZ$9.4bNZ$174.9m14.4x26.8x0.5x
Wed, 30 Jul 2025NZ$4.8bNZ$9.4b-NZ$68,099,221.0015.2x-70.6x0.5x
Fri, 27 Jun 2025NZ$4.6bNZ$9.4b-NZ$68,099,221.0015.2x-66.9x0.5x
Sun, 25 May 2025NZ$4.5bNZ$9.4b-NZ$71,332,326.0015.8x-63x0.5x
Tue, 22 Apr 2025NZ$4.4bNZ$9.4b-NZ$70,152,326.0015.4x-62.1x0.5x
Thu, 20 Mar 2025NZ$4.5bNZ$9.4b-NZ$39,038,326.0016.2x-115.4x0.5x
Sat, 15 Feb 2025NZ$4.9bNZ$9.4bNZ$1.3m14.8x3664.3x0.5x
Mon, 13 Jan 2025NZ$4.9bNZ$9.4bNZ$1.3m14.6x3639x0.5x
Wed, 11 Dec 2024NZ$4.9bNZ$9.4bNZ$1.3m15x3606.4x0.5x
Fri, 08 Nov 2024NZ$4.7bNZ$9.4bNZ$2.9m14.9x1643.4x0.5x
Sun, 06 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m14.3x1661.4x0.5x
Tue, 03 Sep 2024NZ$4.7bNZ$9.7bNZ$103.4m11.6x45.8x0.5x
Thu, 01 Aug 2024NZ$4.7bNZ$9.6bNZ$285.5m11.9x16.4x0.5x
Sat, 29 Jun 2024NZ$4.2bNZ$9.6bNZ$285.5m10.4x14.8x0.4x
Mon, 27 May 2024NZ$4.8bNZ$9.6bNZ$286.8m11.8x16.7x0.5x
Wed, 24 Apr 2024NZ$5.1bNZ$9.6bNZ$284.2m12.4x18.1x0.5x
Fri, 22 Mar 2024NZ$5.3bNZ$9.6bNZ$283.9m12.7x18.6x0.5x
Sun, 18 Feb 2024NZ$5.3bNZ$9.7bNZ$300.9m12.4x17.8x0.5x
Tue, 16 Jan 2024NZ$5.4bNZ$9.7bNZ$300.9m12x18x0.6x
Thu, 14 Dec 2023NZ$5.4bNZ$9.8bNZ$297.6m14.5x18.3x0.6x
Sat, 11 Nov 2023NZ$5.6bNZ$9.7bNZ$291.9m17.2x19.2x0.6x
Mon, 09 Oct 2023NZ$5.6bNZ$9.7bNZ$295.1m16.6x19.1x0.6x
Wed, 06 Sep 2023NZ$5.7bNZ$9.7bNZ$353.1m11.9x16.2x0.6x
Fri, 04 Aug 2023NZ$6.2bNZ$9.6bNZ$381.1m13.7x16.3x0.7x
Sun, 02 Jul 2023NZ$6.2bNZ$9.6bNZ$378.5m12.9x16.4x0.6x
Tue, 30 May 2023NZ$6.4bNZ$9.6bNZ$378.8m14.3x17x0.7x
Thu, 27 Apr 2023NZ$6.6bNZ$9.6bNZ$373.6m14.2x17.7x0.7x
Sat, 25 Mar 2023NZ$6.4bNZ$9.5bNZ$364.7m13.4x17.6x0.7x
Mon, 20 Feb 2023NZ$7.0bNZ$9.3bNZ$378.6m14.2x18.6x0.8x
Price to Earnings Ratio

18.6x


Total Market Cap: NZ$7.0bTotal Earnings: NZ$378.6mTotal Revenue: NZ$9.3bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 428.5x202420252026
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 35.8x which is lower than its 3-year average PE of 429x.
  • The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 30% per year over the last three years,
  • Revenues have also declined 4.7% 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 Market0.41%
Consumer Discretionary-1.12%
General Merchandise and Department Stores1.32%
Consumer Services0%0
Online Retail and Ecommerce0%0
Hospitality-0.12%
Specialty Stores-1.66%
Consumer Durables-11.33%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 22.4x.
    • Analysts expect its future annual earnings growth (13.8%) 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 75% over the next 5 years.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 14% 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
TRA Turners Automotive GroupNZ$8.301.6%
+NZ$11.8m		49.3%PE18.4x
BFG Burger Fuel GroupNZ$0.343.0%
+NZ$352.4k		-6.8%PE8.5x

Latest News

TRA
NZ$8.30
Turners Automotive Group
7D
1.6%
1Y
49.3%

TRA: Dividend Policy And Five Year Plan Will Shape Future Returns

Analysts have nudged their price target for Turners Automotive Group slightly higher to NZ$7.81 from NZ$7.76, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which collectively support a modestly higher valuation. What's in the News Turners Automotive Group has scheduled an Analyst/Investor Day to provide an update on the Group's strategic plan and targets for the next five years, giving investors more clarity on management priorities and capital allocation intentions (Key Developments).
SKC
NZ$0.85
SkyCity Entertainment Group
7D
-3.4%
1Y
-41.8%

SKC: Lower Discount Rate Will Support Future Upside Repricing

Analysts have raised their fair value estimate for SkyCity Entertainment Group to A$1.09 from A$1.08, reflecting a slightly lower discount rate, modestly adjusted revenue growth and profit margin assumptions, and a higher future P/E input. Valuation Changes Fair Value: Adjusted slightly to A$1.09 from A$1.08.
CCC
NZ$0.21
Cooks Coffee
7D
-2.3%
1Y
-20.4%

Unpleasant Surprises Could Be In Store For Cooks Coffee Company Limited's (NZSE:CCC) Shares

Dec 11
Unpleasant Surprises Could Be In Store For Cooks Coffee Company Limited's (NZSE:CCC) Shares
HLG
NZ$9.95
Hallenstein Glasson Holdings
7D
-1.0%
1Y
15.7%
SVR
NZ$0.20
Savor
7D
-8.9%
1Y
0%
BFG
NZ$0.34
Burger Fuel Group
7D
3.0%
1Y
-6.8%
CMO
NZ$8.15
Colonial Motor
7D
-5.2%
1Y
25.4%
BRW
NZ$0.66
Bremworth
7D
-12.0%
1Y
34.7%
BGP
NZ$4.60
Briscoe Group
7D
-6.7%
1Y
-3.2%

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
MCK
NZ$3.55
Millennium & Copthorne Hotels New Zealand
7D
-1.4%
1Y
54.3%