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Japanese (NIKKEI) General Merchandise and Department Stores Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies32
  • 7D-2.1%
  • 3M0.4%
  • 1Y30.3%
  • YTD19.9%

Over the last 7 days, the General Merchandise and Department Stores industry has dropped 2.1%, driven by declines in Rakuten Group and Pan Pacific International Holdings of 6.8% and 4.7%, respectively. On the other hand Mercari is actually up 18%. In the past year, the industry has gained 30%. 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
Sun, 16 Nov 2025JP¥10.6tJP¥9.9tJP¥161.0b16.5x65.6x1.1x
Tue, 14 Oct 2025JP¥10.1tJP¥9.8tJP¥150.7b16.8x67.2x1x
Thu, 11 Sep 2025JP¥10.6tJP¥9.7tJP¥149.7b17.6x70.7x1.1x
Sat, 09 Aug 2025JP¥10.3tJP¥9.7tJP¥164.1b17.9x62.7x1.1x
Mon, 07 Jul 2025JP¥9.7tJP¥9.6tJP¥156.6b17.1x62.2x1x
Wed, 04 Jun 2025JP¥9.3tJP¥9.7tJP¥163.1b16.9x57.3x1x
Fri, 02 May 2025JP¥8.8tJP¥9.5tJP¥209.4b17.9x41.9x0.9x
Sun, 30 Mar 2025JP¥8.8tJP¥9.5tJP¥206.7b17.2x42.7x0.9x
Tue, 25 Feb 2025JP¥8.9tJP¥9.5tJP¥215.5b17.7x41.4x0.9x
Thu, 23 Jan 2025JP¥8.7tJP¥9.3tJP¥78.4b17.9x111.4x0.9x
Sat, 21 Dec 2024JP¥8.7tJP¥9.3tJP¥77.3b15.5x112.7x0.9x
Mon, 18 Nov 2024JP¥8.1tJP¥9.3tJP¥80.0b13.9x100.6x0.9x
Wed, 16 Oct 2024JP¥8.6tJP¥9.2tJP¥84.4b14.5x101.8x0.9x
Fri, 13 Sep 2024JP¥8.2tJP¥9.1tJP¥72.6b15.3x113.5x0.9x
Sun, 11 Aug 2024JP¥7.7tJP¥9.1tJP¥42.4b15.2x182.1x0.9x
Tue, 09 Jul 2024JP¥8.9tJP¥8.9tJP¥34.5b21.2x258.6x1x
Thu, 06 Jun 2024JP¥8.4tJP¥9.0tJP¥27.0b18.9x310.7x0.9x
Sat, 04 May 2024JP¥7.6tJP¥8.8t-JP¥33,679,286,000.0016.5x-225.8x0.9x
Mon, 01 Apr 2024JP¥8.3tJP¥8.3t-JP¥55,348,286,000.0020.3x-149.7x1x
Wed, 28 Feb 2024JP¥7.5tJP¥8.3t-JP¥63,720,286,000.0018.9x-117.7x0.9x
Fri, 26 Jan 2024JP¥6.9tJP¥8.2t-JP¥59,681,286,000.0017.1x-115.9x0.8x
Sun, 24 Dec 2023JP¥6.7tJP¥8.2t-JP¥69,803,999,000.0020.9x-95.5x0.8x
Tue, 21 Nov 2023JP¥6.8tJP¥8.2t-JP¥69,582,286,000.0018.9x-97.5x0.8x
Thu, 19 Oct 2023JP¥6.5tJP¥8.1t-JP¥101,214,286,000.0020.5x-64.2x0.8x
Sat, 16 Sep 2023JP¥6.9tJP¥8.1t-JP¥96,475,534,000.0018x-71.8x0.9x
Mon, 14 Aug 2023JP¥6.8tJP¥8.0t-JP¥93,562,286,000.0018.9x-72.3x0.8x
Wed, 12 Jul 2023JP¥6.2tJP¥8.0t-JP¥132,022,483,000.0020.1x-47x0.8x
Fri, 09 Jun 2023JP¥5.9tJP¥7.9t-JP¥142,331,651,000.0019.5x-41.4x0.7x
Sun, 07 May 2023JP¥5.8tJP¥7.8t-JP¥150,270,107,000.0018.5x-38.7x0.7x
Tue, 04 Apr 2023JP¥5.7tJP¥8.0t-JP¥148,991,651,000.0016.3x-38.5x0.7x
Thu, 02 Mar 2023JP¥4.0tJP¥5.8tJP¥233.1b12.9x16.9x0.7x
Sat, 28 Jan 2023JP¥4.0tJP¥5.7tJP¥228.7b13.8x17.3x0.7x
Mon, 26 Dec 2022JP¥3.8tJP¥5.8tJP¥224.4b12.9x17x0.7x
Wed, 23 Nov 2022JP¥3.9tJP¥5.8tJP¥224.6b12.1x17.3x0.7x
Price to Earnings Ratio

17.3x


Total Market Cap: JP¥3.9tTotal Earnings: JP¥224.6bTotal Revenue: JP¥5.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese General Merchandise and Department Stores Industry Price to Earnings3Y Average 22.4x202320242025
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 65.6x which is higher than its 3-year average PE of 22.4x.
  • The 3-year average PS ratio of 0.87x 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 11% per year 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, which has decreased profits.

Industry Trends

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

JP Market1.71%
Consumer Discretionary2.70%
General Merchandise and Department Stores-2.07%
Department Stores0%0
General Merchandise Stores0%0
Broadline Retail-2.07%
Industry PE
  • Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 23.1x.
    • Analysts are expecting annual earnings growth of 22.3%, which is higher than its past year's earnings growth of 11.4% 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 23.1x.
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 11% 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
4385 MercariJP¥2.63k18.4%
+JP¥67.3b		36.8%PE15.4x
3099 Isetan Mitsukoshi HoldingsJP¥2.63k7.3%
+JP¥62.5b		16.4%PE16.3x
8233 Takashimaya CompanyJP¥1.73k1.8%
+JP¥9.1b		43.7%PE12.2x
7685 BuySell TechnologiesLtdJP¥3.37k4.7%
+JP¥4.6b		46.8%PE26x
8237 MatsuyaJP¥1.88k3.8%
+JP¥3.7b		116.4%PE245.1x

Latest News

3099
JP¥2,631.00
Isetan Mitsukoshi Holdings
7D
7.3%
1Y
16.4%

Isetan Mitsukoshi Holdings Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Nov 16
Isetan Mitsukoshi Holdings Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
4755
JP¥951.90
Rakuten Group
7D
-6.8%
1Y
5.8%
3840
JP¥80.00
Path
7D
-4.8%
1Y
-32.2%
7532
JP¥953.20
Pan Pacific International Holdings
7D
-4.7%
1Y
28.9%

Pan Pacific International Holdings Corporation (TSE:7532) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov 14
Pan Pacific International Holdings Corporation (TSE:7532) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
7453
JP¥3,248.00
Ryohin Keikaku
7D
-4.6%
1Y
133.2%
3086
JP¥2,314.00
J. Front Retailing
7D
-0.3%
1Y
37.8%
4385
JP¥2,632.50
Mercari
7D
18.4%
1Y
36.8%
8233
JP¥1,732.00
Takashimaya Company
7D
1.8%
1Y
43.7%
2678
JP¥1,473.00
ASKUL
7D
1.6%
1Y
-22.8%
8273
JP¥2,933.00
Izumi
7D
-0.2%
1Y
-7.9%
9997
JP¥1,055.00
Belluna
7D
2.4%
1Y
46.1%
2653
JP¥2,866.00
Aeon Kyushu
7D
-1.3%
1Y
-1.9%
7685
JP¥3,370.00
BuySell TechnologiesLtd
7D
4.7%
1Y
46.8%

These 4 Measures Indicate That BuySell TechnologiesLtd (TSE:7685) Is Using Debt Reasonably Well

Oct 29
These 4 Measures Indicate That BuySell TechnologiesLtd (TSE:7685) Is Using Debt Reasonably Well
3195
JP¥549.00
Generation PassLtd
7D
-9.3%
1Y
108.7%

Optimistic Investors Push Generation Pass Co.,Ltd. (TSE:3195) Shares Up 41% But Growth Is Lacking

Oct 29
Optimistic Investors Push Generation Pass Co.,Ltd. (TSE:3195) Shares Up 41% But Growth Is Lacking
8237
JP¥1,876.00
Matsuya
7D
3.8%
1Y
116.4%
8244
JP¥1,955.00
Kintetsu Department Store
7D
2.8%
1Y
-6.0%

Kintetsu Department Store (TSE:8244) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Oct 17
Kintetsu Department Store (TSE:8244) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of