Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedDec 12, 2025
DataAggregated Company Financials
Companies12
  • 7D-1.3%
  • 3M5.9%
  • 1Y-7.6%
  • YTD-8.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 1.2%, driven by a pullback from SkyCity Entertainment Group of 3.5%. On the other hand Hallenstein Glasson Holdings is actually up 5.4%. However, the industry is down 7.2% over the past year. Earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Dec 2025NZ$4.5bNZ$8.0bNZ$130.2m15x34.7x0.6x
Sun, 09 Nov 2025NZ$5.2bNZ$9.5bNZ$153.8m16.7x33.9x0.5x
Tue, 07 Oct 2025NZ$5.0bNZ$9.5bNZ$152.9m15.4x32.4x0.5x
Thu, 04 Sep 2025NZ$4.7bNZ$9.4bNZ$174.9m14.8x27.1x0.5x
Sat, 02 Aug 2025NZ$4.8bNZ$9.4b-NZ$68,099,221.0015.4x-70x0.5x
Mon, 30 Jun 2025NZ$4.6bNZ$9.4b-NZ$68,099,221.0015.2x-67x0.5x
Wed, 28 May 2025NZ$4.5bNZ$9.4b-NZ$71,332,326.0015.6x-62.5x0.5x
Fri, 25 Apr 2025NZ$4.4bNZ$9.4b-NZ$70,152,326.0015.1x-62.6x0.5x
Sun, 23 Mar 2025NZ$4.6bNZ$9.4b-NZ$59,094,326.0015.8x-77.4x0.5x
Tue, 18 Feb 2025NZ$5.0bNZ$9.4bNZ$1.3m14.9x3677.4x0.5x
Thu, 16 Jan 2025NZ$4.9bNZ$9.4bNZ$1.3m14.2x3611.9x0.5x
Sat, 14 Dec 2024NZ$5.0bNZ$9.4bNZ$1.3m15.1x3672.4x0.5x
Mon, 11 Nov 2024NZ$4.8bNZ$9.4bNZ$2.9m15.2x1655.3x0.5x
Wed, 09 Oct 2024NZ$4.9bNZ$9.4bNZ$2.9m14.5x1686.4x0.5x
Fri, 06 Sep 2024NZ$4.8bNZ$9.7bNZ$103.4m12.1x46.3x0.5x
Sun, 04 Aug 2024NZ$4.6bNZ$9.6bNZ$285.5m11.7x16.2x0.5x
Tue, 02 Jul 2024NZ$4.3bNZ$9.6bNZ$285.5m10.8x14.9x0.4x
Thu, 30 May 2024NZ$4.8bNZ$9.6bNZ$286.8m12.3x16.7x0.5x
Sat, 27 Apr 2024NZ$5.1bNZ$9.6bNZ$284.2m12.4x17.9x0.5x
Mon, 25 Mar 2024NZ$5.3bNZ$9.6bNZ$283.9m12.6x18.7x0.5x
Wed, 21 Feb 2024NZ$5.3bNZ$9.7bNZ$300.9m12.1x17.7x0.5x
Fri, 19 Jan 2024NZ$5.4bNZ$9.7bNZ$300.9m12.2x18x0.6x
Sun, 17 Dec 2023NZ$5.6bNZ$9.8bNZ$297.6m13.8x18.7x0.6x
Tue, 14 Nov 2023NZ$5.6bNZ$9.7bNZ$291.9m16.3x19.1x0.6x
Thu, 12 Oct 2023NZ$5.7bNZ$9.7bNZ$295.1m16.6x19.4x0.6x
Sat, 09 Sep 2023NZ$5.7bNZ$9.7bNZ$353.1m11.7x16x0.6x
Mon, 07 Aug 2023NZ$6.3bNZ$9.6bNZ$381.1m14x16.5x0.7x
Wed, 05 Jul 2023NZ$6.3bNZ$9.6bNZ$378.5m13.1x16.6x0.7x
Fri, 02 Jun 2023NZ$6.4bNZ$9.6bNZ$378.8m14.5x17x0.7x
Sun, 30 Apr 2023NZ$6.6bNZ$9.6bNZ$373.6m14.3x17.8x0.7x
Tue, 28 Mar 2023NZ$6.5bNZ$9.5bNZ$364.7m13.6x17.7x0.7x
Thu, 23 Feb 2023NZ$6.9bNZ$9.3bNZ$378.1m13.5x18.3x0.7x
Sat, 21 Jan 2023NZ$6.8bNZ$9.0bNZ$324.4m13.1x21.1x0.8x
Mon, 19 Dec 2022NZ$7.0bNZ$9.0bNZ$324.4m12.4x21.6x0.8x
Price to Earnings Ratio

21.6x


Total Market Cap: NZ$7.0bTotal Earnings: NZ$324.4mTotal 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 34.6x which is lower than its 3-year average PE of 428x.
  • The industry is trading close to its 3-year average PS ratio of 0.56x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 26% per year over the last three years,
  • Revenues have also declined 4.0% 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 Market-1.06%
Consumer Discretionary-1.31%
Consumer Services0%0
Online Retail and Ecommerce0%0
Specialty Stores-0.41%
Hospitality-2.60%
Consumer Durables-3.33%
General Merchandise and Department Stores-3.85%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 20.4x.
    • Analysts expect its future annual earnings growth (15.1%) 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 40% 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
HLG Hallenstein Glasson HoldingsNZ$10.209.1%
+NZ$50.7m		31.4%PE15.4x
TRA Turners Automotive GroupNZ$7.791.2%
+NZ$8.2m		41.6%PE17.2x
2CC 2 Cheap Cars GroupNZ$0.591.7%
+NZ$455.5k		-21.3%PE10.2x
BFG Burger Fuel GroupNZ$0.352.9%
+NZ$352.4k		7.7%PE8.6x

Latest News

TRA
NZ$7.79
Turners Automotive Group
7D
1.2%
1Y
41.6%
HLG
NZ$10.20
Hallenstein Glasson Holdings
7D
9.1%
1Y
31.4%
BFG
NZ$0.35
Burger Fuel Group
7D
2.9%
1Y
7.7%
SKC
NZ$0.83
SkyCity Entertainment Group
7D
-0.6%
1Y
-42.4%

SKC: Equity Raise And Leadership Transition Will Drive Future Upside

Analysts have maintained their fair value estimate for SkyCity Entertainment Group at $1.08 per share, citing only minor adjustments to discount rate and forward-looking metrics. There is no change to the overall price target.
WHS
NZ$0.75
Warehouse Group
7D
-1.3%
1Y
-27.2%
KMD
NZ$0.27
KMD Brands
7D
-3.6%
1Y
-33.3%
2CC
NZ$0.59
2 Cheap Cars Group
7D
1.7%
1Y
-21.3%

2 Cheap Cars Group (NZSE:2CC) Is Paying Out Less In Dividends Than Last Year

Nov 18
2 Cheap Cars Group (NZSE:2CC) Is Paying Out Less In Dividends Than Last Year
CMO
NZ$7.65
Colonial Motor
7D
-1.0%
1Y
18.6%
BRW
NZ$0.85
Bremworth
7D
-2.8%
1Y
113.8%
RBD
NZ$4.93
Restaurant Brands New Zealand
7D
-2.0%
1Y
48.0%
BGP
NZ$4.95
Briscoe Group
7D
-2.9%
1Y
-6.1%

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$3.01
Millennium & Copthorne Hotels New Zealand
7D
-1.0%
1Y
61.0%