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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies12
  • 7D-3.4%
  • 3M-10.9%
  • 1Y-2.5%
  • YTD-10.8%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.5%, driven by a pullback from KMD Brands of 62%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 22% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Apr 2026NZ$4.2bNZ$8.1bNZ$161.7m14.9x26.1x0.5x
Fri, 06 Mar 2026NZ$4.6bNZ$8.1bNZ$140.9m15.6x32.4x0.6x
Sun, 01 Feb 2026NZ$4.8bNZ$8.0bNZ$130.2m15x36.7x0.6x
Tue, 30 Dec 2025NZ$4.7bNZ$8.0bNZ$130.2m15.3x36.1x0.6x
Thu, 27 Nov 2025NZ$4.7bNZ$8.0bNZ$129.8m14.4x35.9x0.6x
Sat, 25 Oct 2025NZ$5.1bNZ$9.5bNZ$153.8m15.8x33x0.5x
Mon, 22 Sep 2025NZ$4.5bNZ$9.4bNZ$171.0m14.9x26.5x0.5x
Wed, 20 Aug 2025NZ$4.6bNZ$9.4b-NZ$49,702,221.0015x-93.4x0.5x
Fri, 18 Jul 2025NZ$4.8bNZ$9.4b-NZ$68,099,221.0015.2x-69.9x0.5x
Sun, 15 Jun 2025NZ$4.6bNZ$9.4b-NZ$68,099,221.0014.6x-68.2x0.5x
Tue, 13 May 2025NZ$4.5bNZ$9.4b-NZ$70,152,326.0015.4x-63.8x0.5x
Thu, 10 Apr 2025NZ$4.3bNZ$9.4b-NZ$70,152,326.0015.1x-61.9x0.5x
Sat, 08 Mar 2025NZ$4.7bNZ$9.4b-NZ$18,521,326.0015x-253x0.5x
Mon, 03 Feb 2025NZ$4.9bNZ$9.4bNZ$1.3m14.6x3603.9x0.5x
Wed, 01 Jan 2025NZ$5.0bNZ$9.4bNZ$1.3m14.8x3679.2x0.5x
Fri, 29 Nov 2024NZ$4.9bNZ$9.4bNZ$1.5m14.9x3272.3x0.5x
Sun, 27 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m14.8x1646.4x0.5x
Tue, 24 Sep 2024NZ$4.8bNZ$9.7bNZ$93.9m13.4x50.7x0.5x
Thu, 22 Aug 2024NZ$4.7bNZ$9.7bNZ$249.2m11.9x19x0.5x
Sat, 20 Jul 2024NZ$4.6bNZ$9.6bNZ$285.5m11.6x16x0.5x
Mon, 17 Jun 2024NZ$4.4bNZ$9.6bNZ$285.5m11x15.5x0.5x
Wed, 15 May 2024NZ$4.7bNZ$9.6bNZ$284.2m11.5x16.4x0.5x
Fri, 12 Apr 2024NZ$5.3bNZ$9.6bNZ$284.2m13.4x18.6x0.5x
Sun, 10 Mar 2024NZ$5.2bNZ$9.8bNZ$300.6m12.4x17.2x0.5x
Tue, 06 Feb 2024NZ$5.6bNZ$9.7bNZ$300.9m12.4x18.6x0.6x
Thu, 04 Jan 2024NZ$5.4bNZ$9.8bNZ$297.6m12.1x18.1x0.6x
Sat, 02 Dec 2023NZ$5.6bNZ$9.8bNZ$297.6m15.6x18.9x0.6x
Mon, 30 Oct 2023NZ$5.5bNZ$9.7bNZ$295.1m17.1x18.8x0.6x
Wed, 27 Sep 2023NZ$5.7bNZ$9.7bNZ$330.4m15.9x17.1x0.6x
Fri, 25 Aug 2023NZ$6.0bNZ$9.6bNZ$355.3m15.1x16.8x0.6x
Sun, 23 Jul 2023NZ$6.2bNZ$9.6bNZ$381.1m14.6x16.3x0.7x
Tue, 20 Jun 2023NZ$6.2bNZ$9.6bNZ$378.5m13.3x16.4x0.6x
Thu, 18 May 2023NZ$6.5bNZ$9.6bNZ$373.6m14.2x17.5x0.7x
Sat, 15 Apr 2023NZ$6.6bNZ$9.6bNZ$373.6m14.1x17.6x0.7x
Price to Earnings Ratio

17.6x


Total Market Cap: NZ$6.6bTotal Earnings: NZ$373.6mTotal Revenue: NZ$9.6bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 429.2x202420252026
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 26.3x which is lower than its 3-year average PE of 429x.
  • The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 24% per year over the last three years,
  • Revenues have also declined 5.2% 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 Market1.14%
Consumer Discretionary-3.39%
General Merchandise and Department Stores4.55%
Consumer Services0%0
Online Retail and Ecommerce0%0
Hospitality-1.31%
Specialty Stores-4.74%
Consumer Durables-12.66%
Industry PE
  • Investors are most optimistic about the General Merchandise and Department Stores industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 78.3% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 6.9x.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 78% over the next 5 years.
  • 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
HLG Hallenstein Glasson HoldingsNZ$10.255.0%
+NZ$29.2m		33.8%PE13.2x
SKC SkyCity Entertainment GroupNZ$0.701.4%
+NZ$11.0m		-39.1%PE21.9x
WHS Warehouse GroupNZ$0.680.7%
+NZ$1.7m		-18.1%PE197x
BFG Burger Fuel GroupNZ$0.3310.0%
+NZ$1.1m		4.8%PE8.1x
CCC Cooks CoffeeNZ$0.206.4%
+NZ$787.3k		-28.6%PE37.8x

Latest News

KMD
NZ$0.074
KMD Brands
7D
-62.1%
1Y
-77.6%
BGP
NZ$4.40
Briscoe Group
7D
-5.2%
1Y
7.3%
SKC
NZ$0.70
SkyCity Entertainment Group
7D
1.4%
1Y
-39.1%

SKC: Higher Margins And Revenue Outlook Will Support Share Rerating

Analysts have trimmed their SkyCity Entertainment Group price target to NZ$1.50, reflecting slightly higher assumed discount rates, along with marginally stronger revenue growth and profit margin settings within their valuation models. Valuation Changes Fair Value: NZ$1.50 remains unchanged compared with the prior NZ$1.50 assessment.
HLG
NZ$10.25
Hallenstein Glasson Holdings
7D
5.0%
1Y
33.8%
WHS
NZ$0.68
Warehouse Group
7D
0.7%
1Y
-18.1%

Leaner Operating Model And Category Focus Will Transform Long Term Profitability

Catalysts About Warehouse Group The Warehouse Group is a New Zealand retail group operating The Warehouse, Warehouse Stationery and Noel Leeming across general merchandise, technology and office supplies. What are the underlying business or industry changes driving this perspective?
TRA
NZ$8.54
Turners Automotive Group
7D
-2.2%
1Y
49.8%

TRA: Five Year Plan Update And Capital Priorities Will Guide Future Returns

Analysts have lifted their price target for Turners Automotive Group to NZ$8.33 from NZ$7.81, reflecting updated assumptions on revenue growth, profit margins and future P/E expectations. What's in the News Turners Automotive Group has scheduled an analyst and investor day focused on updating its group strategic plan over the next five years (Key Developments).
CMO
NZ$7.80
Colonial Motor
7D
-1.3%
1Y
18.2%
BRW
NZ$0.69
Bremworth
7D
-12.7%
1Y
11.3%
BFG
NZ$0.33
Burger Fuel Group
7D
10.0%
1Y
4.8%
CCC
NZ$0.20
Cooks Coffee
7D
6.4%
1Y
-28.6%

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