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Japanese (NIKKEI) General Merchandise and Department Stores Industry Analysis

UpdatedSep 04, 2025
DataAggregated Company Financials
Companies32
  • 7D-1.5%
  • 3M11.5%
  • 1Y24.8%
  • YTD20.0%

Over the last 7 days, the General Merchandise and Department Stores industry has dropped 2.2%, driven by Ryohin Keikaku declining 11%. In contrast, Isetan Mitsukoshi Holdings has gained 5.3%. This takes the industry's 12 month performance to a gain of 21%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 19 Dec 2022JP¥3.9tJP¥5.8tJP¥224.4b13.2x17.4x0.7x
Wed, 16 Nov 2022JP¥3.8tJP¥5.8tJP¥224.6b11.6x16.8x0.6x
Fri, 14 Oct 2022JP¥3.9tJP¥5.7tJP¥213.0b12.9x18.5x0.7x
Sun, 11 Sep 2022JP¥3.9tJP¥5.9tJP¥197.9b15.8x19.5x0.7x
Price to Earnings Ratio

19.5x


Total Market Cap: JP¥3.9tTotal Earnings: JP¥197.9bTotal Revenue: JP¥5.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese General Merchandise and Department Stores Industry Price to Earnings3Y Average 19.1x202320242025
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 69.6x which is higher than its 3-year average PE of 19.1x.
  • The 3-year average PS ratio of 0.85x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Multiline Retail industry have declined 8.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 18% 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, which has decreased profits.

Industry Trends

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

JP Market-0.63%
Consumer Discretionary-0.67%
General Merchandise and Department Stores-1.53%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-1.53%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 19.4x.
    • Analysts are expecting annual earnings growth of 22.0%, which is higher than its past year's earnings growth of 3.6% 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 19.4x.
Forecasted Growth
  • Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 3.6% per year.
  • In contrast, the Broadline Retail industry is expected to see its earnings grow by 22% 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¥2.70k5.7%
+JP¥44.6b		23.3%PE16.5x
3086 J. Front RetailingJP¥2.43k3.7%
+JP¥21.7b		70.7%PE14.9x
7532 Pan Pacific International HoldingsJP¥5.50k0.6%
+JP¥18.5b		52.2%PE36.3x
8233 Takashimaya CompanyJP¥1.38k4.6%
+JP¥15.4b		24.4%PE12.2x
8237 MatsuyaJP¥1.35k9.1%
+JP¥5.9b		53.6%PE37.7x

Latest News

8237
JP¥1,349.00
Matsuya
7D
9.1%
1Y
53.6%

Why Investors Shouldn't Be Surprised By Matsuya Co., Ltd.'s (TSE:8237) P/E

Sep 02
Why Investors Shouldn't Be Surprised By Matsuya Co., Ltd.'s (TSE:8237) P/E
2782
JP¥3,090.00
Seria
7D
1.1%
1Y
-9.6%
3031
JP¥696.00
RACCOON HOLDINGS
7D
-4.9%
1Y
2.2%
8273
JP¥3,253.00
Izumi
7D
-3.5%
1Y
-4.7%

Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00

Aug 27
Izumi (TSE:8273) Is Due To Pay A Dividend Of ¥45.00
7453
JP¥2,972.50
Ryohin Keikaku
7D
-9.7%
1Y
127.0%

Ryohin Keikaku (TSE:7453) Will Pay A Dividend Of ¥22.00

Aug 27
Ryohin Keikaku (TSE:7453) Will Pay A Dividend Of ¥22.00
8244
JP¥2,000.00
Kintetsu Department Store
7D
2.5%
1Y
-3.7%
4755
JP¥884.80
Rakuten Group
7D
-1.2%
1Y
-11.1%

Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions

Rakuten Group’s forward P/E has risen sharply while net profit margin has declined meaningfully, indicating expectations of reduced profitability and higher valuation multiples, resulting in only a marginal increase in fair value to ¥954. What's in the News Rakuten Advertising introduced new affiliate marketing solutions offering enhanced data transparency, brand safety, and compliance for advertisers and publishers.
4385
JP¥2,400.00
Mercari
7D
-2.3%
1Y
-1.6%
7532
JP¥5,496.00
Pan Pacific International Holdings
7D
0.6%
1Y
52.2%
3099
JP¥2,696.00
Isetan Mitsukoshi Holdings
7D
5.7%
1Y
23.3%

Risks To Shareholder Returns Are Elevated At These Prices For Isetan Mitsukoshi Holdings Ltd. (TSE:3099)

Aug 25
Risks To Shareholder Returns Are Elevated At These Prices For Isetan Mitsukoshi Holdings Ltd. (TSE:3099)
7685
JP¥3,465.00
BuySell TechnologiesLtd
7D
2.1%
1Y
24.2%
2698
JP¥3,580.00
Can Do
7D
-4.5%
1Y
6.5%
2653
JP¥2,900.00
Aeon Kyushu
7D
-2.3%
1Y
-0.4%
3086
JP¥2,428.50
J. Front Retailing
7D
3.7%
1Y
70.7%
8233
JP¥1,376.50
Takashimaya Company
7D
4.6%
1Y
24.4%
3556
JP¥882.00
RenetJapanGroupInc
7D
-4.0%
1Y
198.0%