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New Zealand (NZX) Consumer Discretionary Sector Analysis

UpdatedDec 26, 2024
DataAggregated Company Financials
Companies13
  • 7D0.9%
  • 3M4.5%
  • 1Y-5.7%
  • YTD-7.4%

Last week, the Consumer Discretionary industry hasn't moved much but Hallenstein Glasson Holdings is up 7.2% in that time. Unfortunately though, the industry is down 5.5% over the past 12 months. 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
Thu, 26 Dec 2024NZ$4.9bNZ$9.4bNZ$1.3m14.8x3663.9x0.5x
Sat, 23 Nov 2024NZ$4.8bNZ$9.4bNZ$718.1k14.4x6678.5x0.5x
Mon, 21 Oct 2024NZ$4.8bNZ$9.4bNZ$2.9m15.1x1659.4x0.5x
Wed, 18 Sep 2024NZ$4.8bNZ$9.7bNZ$93.9m13.1x50.8x0.5x
Fri, 16 Aug 2024NZ$4.6bNZ$9.6bNZ$267.5m11.6x17.3x0.5x
Sun, 14 Jul 2024NZ$4.3bNZ$9.6bNZ$285.5m11.3x15.1x0.5x
Tue, 11 Jun 2024NZ$4.5bNZ$9.6bNZ$287.2m10.9x15.6x0.5x
Thu, 09 May 2024NZ$4.9bNZ$9.6bNZ$284.2m11.8x17.1x0.5x
Sat, 06 Apr 2024NZ$5.4bNZ$9.6bNZ$284.2m13.5x19.1x0.6x
Mon, 04 Mar 2024NZ$5.2bNZ$9.8bNZ$300.6m12.3x17.2x0.5x
Wed, 31 Jan 2024NZ$5.5bNZ$9.7bNZ$300.9m12.2x18.2x0.6x
Fri, 29 Dec 2023NZ$5.3bNZ$9.8bNZ$297.6m11.9x17.8x0.5x
Sun, 26 Nov 2023NZ$5.5bNZ$9.7bNZ$295.9m14.1x18.6x0.6x
Tue, 24 Oct 2023NZ$5.6bNZ$9.7bNZ$295.1m17.2x19.1x0.6x
Thu, 21 Sep 2023NZ$5.6bNZ$9.7bNZ$330.4m15.8x16.8x0.6x
Sat, 19 Aug 2023NZ$5.9bNZ$9.5bNZ$371.9m15.1x15.9x0.6x
Mon, 17 Jul 2023NZ$6.2bNZ$9.6bNZ$381.1m14.3x16.4x0.7x
Wed, 14 Jun 2023NZ$6.3bNZ$9.6bNZ$378.5m14x16.6x0.7x
Fri, 12 May 2023NZ$6.6bNZ$9.6bNZ$373.6m14x17.6x0.7x
Sun, 09 Apr 2023NZ$6.6bNZ$9.6bNZ$373.6m13.8x17.8x0.7x
Tue, 07 Mar 2023NZ$6.8bNZ$9.2bNZ$370.4m15.4x18.4x0.7x
Thu, 02 Feb 2023NZ$6.9bNZ$9.0bNZ$324.4m13.6x21.3x0.8x
Sat, 31 Dec 2022NZ$6.7bNZ$9.0bNZ$324.4m12.4x20.7x0.7x
Mon, 28 Nov 2022NZ$7.4bNZ$9.0bNZ$325.1m12.8x22.7x0.8x
Wed, 26 Oct 2022NZ$7.4bNZ$9.0bNZ$326.2m12.8x22.5x0.8x
Fri, 23 Sep 2022NZ$7.8bNZ$9.0bNZ$349.8m13.8x22.3x0.9x
Sun, 21 Aug 2022NZ$8.0bNZ$9.0bNZ$447.7m14.2x17.9x0.9x
Tue, 19 Jul 2022NZ$8.1bNZ$9.0bNZ$460.6m13.3x17.5x0.9x
Thu, 16 Jun 2022NZ$8.1bNZ$9.0bNZ$460.6m13.3x17.6x0.9x
Sat, 14 May 2022NZ$8.5bNZ$9.0bNZ$468.5m14.2x18.1x0.9x
Mon, 11 Apr 2022NZ$9.0bNZ$9.0bNZ$468.5m15.9x19.3x1x
Wed, 09 Mar 2022NZ$9.0bNZ$9.1bNZ$505.6m14.7x17.9x1x
Fri, 04 Feb 2022NZ$9.2bNZ$9.1bNZ$623.6m18.9x14.7x1x
Sun, 02 Jan 2022NZ$10.2bNZ$9.2bNZ$660.7m15.1x15.5x1.1x
Price to Earnings Ratio

15.5x


Total Market Cap: NZ$10.2bTotal Earnings: NZ$660.7mTotal Revenue: NZ$9.2bTotal Market Cap vs Earnings and Revenue0%0%0%
New Zealand Consumer Discretionary Sector Price to Earnings3Y Average 256.1x20232024
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 4kx which is higher than its 3-year average PE of 253x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 87% 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 Market1.66%
Consumer Discretionary0.93%
General Merchandise and Department Stores3.96%
Consumer Durables2.70%
Hospitality1.60%
Specialty Stores0.06%
Auto Components0%
Auto0%
Leisure0%
Luxury0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
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 15.7x.
    • 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 38% over the next 5 years.
  • This is better than its past earnings growth rate of 27% per year.
  • 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$8.475.6%
+NZ$26.8m		57.1%PE14.7x
WHS Warehouse GroupNZ$1.054.0%
+NZ$13.8m		-34.8%PE59.2x
MCK Millennium & Copthorne Hotels New ZealandNZ$1.894.4%
+NZ$12.7m		2.7%PE81.3x
RBD Restaurant Brands New ZealandNZ$4.012.3%
+NZ$11.2m		11.4%PE18.8x
SKC SkyCity Entertainment GroupNZ$1.410.7%
+NZ$7.6m		-21.7%PS1.2x
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SVR

NZ$0.23

Savor

7D

-8.0%

1Y

-4.2%

HLG

NZ$8.47

Hallenstein Glasson Holdings

7D

5.6%

1Y

57.1%

RBD

NZ$4.01

Restaurant Brands New Zealand

7D

2.3%

1Y

11.4%

KMD

NZ$0.43

KMD Brands

7D

2.4%

1Y

-38.7%

TRA

NZ$5.40

Turners Automotive Group

7D

-1.6%

1Y

17.4%

WHS

NZ$1.05

Warehouse Group

7D

4.0%

1Y

-34.8%

BRW

NZ$0.38

Bremworth

7D

2.7%

1Y

-36.7%

SKC

NZ$1.41

SkyCity Entertainment Group

7D

0.7%

1Y

-21.7%

BGP

NZ$5.04

Briscoe Group

7D

-2.3%

1Y

14.5%

MCK

NZ$1.89

Millennium & Copthorne Hotels New Zealand

7D

4.4%

1Y

2.7%

CMO

NZ$6.46

Colonial Motor

7D

0.9%

1Y

-19.8%

Colonial Motor's (NZSE:CMO) Dividend Will Be NZ$0.2353

Sep 22
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