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

Japanese (NIKKEI) General Merchandise and Department Stores Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies32
  • 7D0.8%
  • 3M-0.4%
  • 1Y21.2%
  • YTD1.9%

The General Merchandise and Department Stores is pretty flat in the last 7 days, but Takashimaya Company has stood out, gaining 13%. The past year has been better, since the industry has gained 21% in that time. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

Has the Japanese General Merchandise and Department Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 14 Jan 2026JP¥10.3tJP¥10.0tJP¥216.9b16.8x47.6x1x
Fri, 12 Dec 2025JP¥10.1tJP¥10.0tJP¥216.4b15.8x46.7x1x
Sun, 09 Nov 2025JP¥10.6tJP¥9.9tJP¥161.0b16x65.7x1.1x
Tue, 07 Oct 2025JP¥10.1tJP¥9.7tJP¥148.5b18.2x68x1x
Thu, 04 Sep 2025JP¥10.4tJP¥9.7tJP¥149.7b17.5x69.2x1.1x
Sat, 02 Aug 2025JP¥10.1tJP¥9.7tJP¥155.6b18.9x64.7x1x
Mon, 30 Jun 2025JP¥9.8tJP¥9.7tJP¥163.3b17.1x60.1x1x
Wed, 28 May 2025JP¥9.2tJP¥9.6tJP¥163.1b18x56.7x1x
Fri, 25 Apr 2025JP¥8.6tJP¥9.5tJP¥209.4b18.2x40.9x0.9x
Sun, 23 Mar 2025JP¥8.8tJP¥9.5tJP¥206.7b16.7x42.3x0.9x
Tue, 18 Feb 2025JP¥9.2tJP¥9.5tJP¥215.5b17.5x42.5x1x
Thu, 16 Jan 2025JP¥8.6tJP¥9.3tJP¥78.4b17.8x109.7x0.9x
Sat, 14 Dec 2024JP¥8.8tJP¥9.3tJP¥78.2b15.1x113x0.9x
Mon, 11 Nov 2024JP¥8.1tJP¥9.2tJP¥86.0b13.7x94.7x0.9x
Wed, 09 Oct 2024JP¥8.3tJP¥9.2tJP¥73.2b14.6x113.3x0.9x
Fri, 06 Sep 2024JP¥8.2tJP¥9.1tJP¥72.6b15.1x113.5x0.9x
Sun, 04 Aug 2024JP¥7.8tJP¥9.1tJP¥41.4b16.3x187.8x0.9x
Tue, 02 Jul 2024JP¥8.6tJP¥8.9tJP¥34.2b19.6x252.5x1x
Thu, 30 May 2024JP¥8.2tJP¥8.9tJP¥27.0b16.6x304.9x0.9x
Sat, 27 Apr 2024JP¥7.6tJP¥8.8t-JP¥33,679,286,000.0017x-225.1x0.9x
Mon, 25 Mar 2024JP¥8.2tJP¥8.3t-JP¥54,945,286,000.0019.8x-149.4x1x
Wed, 21 Feb 2024JP¥7.6tJP¥8.3t-JP¥63,720,286,000.0019.4x-119.7x0.9x
Fri, 19 Jan 2024JP¥7.0tJP¥8.2t-JP¥59,681,286,000.0017.2x-117x0.8x
Sun, 17 Dec 2023JP¥6.8tJP¥8.2t-JP¥69,803,999,000.0020.6x-96.9x0.8x
Tue, 14 Nov 2023JP¥6.6tJP¥8.2t-JP¥74,912,286,000.0018.8x-88.3x0.8x
Thu, 12 Oct 2023JP¥6.7tJP¥8.1t-JP¥94,446,286,000.0019.8x-70.9x0.8x
Sat, 09 Sep 2023JP¥6.7tJP¥8.1t-JP¥96,516,534,000.0018.3x-69.6x0.8x
Mon, 07 Aug 2023JP¥6.5tJP¥8.0t-JP¥131,072,286,000.0018.6x-49.4x0.8x
Wed, 05 Jul 2023JP¥6.1tJP¥7.9t-JP¥138,744,483,000.0022.1x-43.8x0.8x
Fri, 02 Jun 2023JP¥5.6tJP¥7.9t-JP¥142,331,651,000.0019.1x-39x0.7x
Sun, 30 Apr 2023JP¥5.8tJP¥7.8t-JP¥150,270,107,000.0018.4x-38.5x0.7x
Tue, 28 Mar 2023JP¥5.5tJP¥8.0t-JP¥148,991,651,000.0017x-37.1x0.7x
Thu, 23 Feb 2023JP¥3.9tJP¥5.8tJP¥233.1b13x16.9x0.7x
Sat, 21 Jan 2023JP¥3.9tJP¥5.7tJP¥228.7b13.6x17.1x0.7x
Price to Earnings Ratio

17.1x


Total Market Cap: JP¥3.9tTotal Earnings: JP¥228.7bTotal Revenue: JP¥5.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese General Merchandise and Department Stores Industry Price to Earnings3Y Average 24x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Multiline Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 47.6x which is higher than its 3-year average PE of 24.0x.
  • The 3-year average PS ratio of 0.89x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 20% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market1.77%
Consumer Discretionary1.92%
General Merchandise and Department Stores0.78%
Broadline Retail0.78%
Department Stores0%0
General Merchandise Stores0%0
Industry PE
  • Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 24.5x.
    • Analysts are expecting annual earnings growth of 20.0%, which is higher than its past year's earnings growth of 15.4% per year.
  • Investors are most pessimistic about the Broadline Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 24.5x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Broadline Retail industry is expected to see its earnings grow by 20% 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
3099 Isetan Mitsukoshi HoldingsJP¥2.56k7.5%
+JP¥62.9b		4.8%PE15.8x
8233 Takashimaya CompanyJP¥1.94k4.4%
+JP¥24.0b		58.0%PE13.2x
7453 Ryohin KeikakuJP¥2.85k1.4%
+JP¥21.2b		54.8%PE29.7x
3086 J. Front RetailingJP¥2.30k2.9%
+JP¥16.0b		15.8%PE19.7x
7685 BuySell TechnologiesLtdJP¥4.96k2.8%
+JP¥4.2b		88.6%PE30.8x

Latest News

8233
JP¥1,943.00
Takashimaya Company
7D
4.4%
1Y
58.0%
8273
JP¥3,020.00
Izumi
7D
-0.5%
1Y
-0.1%
3556
JP¥1,178.00
RenetJapanGroupInc
7D
8.6%
1Y
384.8%

What RenetJapanGroup,Inc.'s (TSE:3556) 28% Share Price Gain Is Not Telling You

Jan 13
What RenetJapanGroup,Inc.'s (TSE:3556) 28% Share Price Gain Is Not Telling You
3099
JP¥2,558.50
Isetan Mitsukoshi Holdings
7D
7.5%
1Y
4.8%

There's Reason For Concern Over Isetan Mitsukoshi Holdings Ltd.'s (TSE:3099) Price

Jan 12
There's Reason For Concern Over Isetan Mitsukoshi Holdings Ltd.'s (TSE:3099) Price
8203
JP¥802.00
Mr Max Holdings
7D
-5.1%
1Y
19.7%
2698
JP¥3,400.00
Can Do
7D
-3.1%
1Y
5.8%
8237
JP¥1,817.00
Matsuya
7D
-0.6%
1Y
81.7%
2653
JP¥2,907.00
Aeon Kyushu
7D
-1.4%
1Y
3.0%
4385
JP¥3,212.00
Mercari
7D
0.2%
1Y
90.7%

4385: Higher Future P/E Will Eventually Expose Overvaluation Risk

Analysts have increased their fair value estimate for Mercari to ¥2,500 from ¥1,984, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value Estimate was raised from ¥1,984 to ¥2,500, reflecting the updated model assumptions.
4755
JP¥1,006.50
Rakuten Group
7D
-0.1%
1Y
12.6%

4755: U S Card IPO Review And Partnerships Will Shape Balanced Outlook

Analysts have maintained their fair value estimate for Rakuten Group at ¥1,019.69. This indicates no change in their overall price target, as their underlying assumptions for discount rate, revenue growth, profit margin and future P/E remain essentially consistent with prior views.
7532
JP¥897.60
Pan Pacific International Holdings
7D
-2.3%
1Y
9.9%

The Return Trends At Pan Pacific International Holdings (TSE:7532) Look Promising

Jan 01
The Return Trends At Pan Pacific International Holdings (TSE:7532) Look Promising
7685
JP¥4,955.00
BuySell TechnologiesLtd
7D
2.8%
1Y
88.6%

Here's Why We Think BuySell TechnologiesLtd (TSE:7685) Is Well Worth Watching

Dec 29
Here's Why We Think BuySell TechnologiesLtd (TSE:7685) Is Well Worth Watching
3086
JP¥2,301.50
J. Front Retailing
7D
2.9%
1Y
15.8%
7453
JP¥2,845.00
Ryohin Keikaku
7D
1.4%
1Y
54.8%
2678
JP¥1,413.00
ASKUL
7D
-0.6%
1Y
-12.3%
3093
JP¥1,790.00
Treasure FactoryLTD
7D
4.3%
1Y
14.5%