Narrative Update • Jun 03

Over the last 7 days, the General Merchandise and Department Stores industry has risen 2.7%, driven by gains from Ryohin Keikaku of 6.0%. This means that the industry has gained 13% over the past year. Earnings are forecast to grow by 18% annually.
Has the Japanese General Merchandise and Department Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | JP¥10.6t | JP¥10.3t | JP¥238.9b | 15.2x | 44.4x | 1x |
| Wed, 13 May 2026 | JP¥10.2t | JP¥10.0t | JP¥155.1b | 16.1x | 66x | 1x |
| Fri, 10 Apr 2026 | JP¥10.8t | JP¥10.0t | JP¥197.3b | 17.3x | 54.8x | 1.1x |
| Sun, 08 Mar 2026 | JP¥10.9t | JP¥10.0t | JP¥206.6b | 18.1x | 52.9x | 1.1x |
| Tue, 03 Feb 2026 | JP¥10.3t | JP¥9.9t | JP¥218.3b | 15.7x | 47.4x | 1x |
| Thu, 01 Jan 2026 | JP¥10.1t | JP¥10.0t | JP¥215.2b | 16.6x | 47x | 1x |
| Sat, 29 Nov 2025 | JP¥10.2t | JP¥10.0t | JP¥216.2b | 16x | 47.2x | 1x |
| Mon, 27 Oct 2025 | JP¥10.3t | JP¥9.9t | JP¥150.3b | 17.1x | 68.3x | 1x |
| Wed, 24 Sep 2025 | JP¥10.5t | JP¥9.7t | JP¥148.5b | 18.4x | 70.5x | 1.1x |
| Fri, 22 Aug 2025 | JP¥10.6t | JP¥9.8t | JP¥151.0b | 18.2x | 70.2x | 1.1x |
| Sun, 20 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 17.7x | 62.8x | 1x |
| Tue, 17 Jun 2025 | JP¥9.6t | JP¥9.7t | JP¥163.3b | 17.7x | 58.8x | 1x |
| Thu, 15 May 2025 | JP¥9.2t | JP¥9.5t | JP¥210.1b | 18.1x | 43.7x | 1x |
| Sat, 12 Apr 2025 | JP¥8.5t | JP¥9.5t | JP¥207.5b | 16.8x | 40.8x | 0.9x |
| Mon, 10 Mar 2025 | JP¥8.6t | JP¥9.5t | JP¥215.8b | 16.8x | 39.9x | 0.9x |
| Wed, 05 Feb 2025 | JP¥9.2t | JP¥9.3t | JP¥79.7b | 17.1x | 114.9x | 1x |
| Fri, 03 Jan 2025 | JP¥8.9t | JP¥9.3t | JP¥74.2b | 16.5x | 119.5x | 1x |
| Sun, 01 Dec 2024 | JP¥8.1t | JP¥9.3t | JP¥78.2b | 14.2x | 103.3x | 0.9x |
| Tue, 29 Oct 2024 | JP¥8.1t | JP¥9.2t | JP¥87.0b | 13.7x | 92.7x | 0.9x |
| Thu, 26 Sep 2024 | JP¥8.2t | JP¥9.2t | JP¥73.2b | 14.8x | 112.2x | 0.9x |
| Sat, 24 Aug 2024 | JP¥8.3t | JP¥9.1t | JP¥74.1b | 15.3x | 111.6x | 0.9x |
| Mon, 22 Jul 2024 | JP¥8.9t | JP¥9.1t | JP¥41.2b | 18.3x | 217x | 1x |
| Wed, 19 Jun 2024 | JP¥8.3t | JP¥9.0t | JP¥26.9b | 19.4x | 308.1x | 0.9x |
| Fri, 17 May 2024 | JP¥7.9t | JP¥8.9t | JP¥15.9b | 17.5x | 498.4x | 0.9x |
| Sun, 14 Apr 2024 | JP¥8.3t | JP¥8.8t | -JP¥47,377,286,000.00 | 18x | -174.4x | 0.9x |
| Tue, 12 Mar 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,798,146,000.00 | 19.2x | -119.2x | 0.9x |
| Thu, 08 Feb 2024 | JP¥7.0t | JP¥8.3t | -JP¥55,793,286,000.00 | 18.7x | -125.6x | 0.8x |
| Sat, 06 Jan 2024 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.6x | -103.6x | 0.8x |
| Mon, 04 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,923,999,000.00 | 20.1x | -96.7x | 0.8x |
| Wed, 01 Nov 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.3x | -64.2x | 0.8x |
| Fri, 29 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,720,286,000.00 | 18.8x | -70.3x | 0.8x |
| Sun, 27 Aug 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.4x | -67.9x | 0.8x |
| Tue, 25 Jul 2023 | JP¥6.3t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.7x | -48.2x | 0.8x |
| Thu, 22 Jun 2023 | JP¥6.0t | JP¥7.9t | -JP¥142,362,483,000.00 | 20.4x | -41.9x | 0.8x |
-41.9x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -1.44% | |
| Consumer Discretionary | -1.79% | |
| General Merchandise and Department Stores | 2.72% | |
| Broadline Retail | 2.72% | |
| Department Stores | 0% | 0 |
| General Merchandise Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7453 Ryohin Keikaku | JP¥3.72k | 6.0% +JP¥110.9b | 18.8% | PE33.1x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥3.76k | 6.4% +JP¥78.8b | 64.5% | PE17.3x | |
| 7532 Pan Pacific International Holdings | JP¥855.30 | 2.8% +JP¥70.0b | -9.0% | PE23.5x | |
| 3086 J. Front Retailing | JP¥2.39k | 7.2% +JP¥39.7b | 19.8% | PE20.9x | |
| 8233 Takashimaya Company | JP¥2.13k | 6.2% +JP¥36.6b | 95.9% | PS1.3x |