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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedNov 24, 2024
DataAggregated Company Financials
Companies13
  • 7D1.2%
  • 3M3.0%
  • 1Y-12.0%
  • YTD-10.1%

Over the last 7 days, the Consumer Discretionary industry has risen 1.2%, and SkyCity Entertainment Group contributed the most with a gain of 2.9%. However, the industry is down 12% over the past year. Looking forward, 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
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
Fri, 17 Jun 2022NZ$8.1bNZ$9.0bNZ$460.6m13.2x17.6x0.9x
Sun, 15 May 2022NZ$8.5bNZ$9.0bNZ$468.5m14.2x18.1x0.9x
Tue, 12 Apr 2022NZ$8.9bNZ$9.0bNZ$468.5m15.9x19.1x1x
Thu, 10 Mar 2022NZ$8.9bNZ$9.1bNZ$505.6m14.6x17.6x1x
Sat, 05 Feb 2022NZ$9.2bNZ$9.1bNZ$623.6m21.2x14.8x1x
Mon, 03 Jan 2022NZ$10.2bNZ$9.2bNZ$660.7m15.1x15.5x1.1x
Wed, 01 Dec 2021NZ$10.4bNZ$9.4bNZ$665.5mn/a15.6x1.1x
Price to Earnings Ratio

15.6x


Total Market Cap: NZ$10.4bTotal Earnings: NZ$665.5mTotal Revenue: NZ$9.4bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 143x202220232024
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 7kx which is higher than its 3-year average PE of 137x.
  • The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 90% 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 Market2.02%
Consumer Discretionary1.19%
Consumer Durables2.22%
Specialty Stores1.62%
Hospitality0.80%
Auto Components0%
Auto0%
Leisure0%
Luxury0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio of 14.3x.
    • Analysts are expecting annual earnings growth of 34.1%, which is higher than its past year's earnings decline of 87.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Specialty Stores industry is expected to see its earnings grow by 12% 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
SKC SkyCity Entertainment GroupNZ$1.442.9%
+NZ$30.3m		-17.7%PS1.3x
BGP Briscoe GroupNZ$5.202.4%
+NZ$26.7m		12.6%PE15.5x
TRA Turners Automotive GroupNZ$4.765.8%
+NZ$23.2m		2.1%PE12.9x
HLG Hallenstein Glasson HoldingsNZ$7.651.3%
+NZ$6.0m		26.4%PE13.2x
CCC Cooks CoffeeNZ$0.299.3%
+NZ$1.6m		82.1%PE38.4x
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NZ$5.20

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TRA

NZ$4.76

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7D

5.8%

1Y

2.1%

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NZ$6.90

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