Narrative Update • May 03
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Japanese (NIKKEI) General Merchandise and Department Stores Industry Analysis
UpdatedMay 09, 2026
DataAggregated Company Financials
Companies34
- 7D0.7%
- 3M-5.3%
- 1Y15.5%
- YTD2.4%
The General Merchandise and Department Stores is pretty flat in the last 7 days, but Isetan Mitsukoshi Holdings has stood out, gaining 3.7%. As for the the longer term, the industry is up 15% over the past 12 months. As for the next few years, earnings are expected to grow by 21% per annum.
Industry Valuation and Performance
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 |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | JP¥10.3t | JP¥10.0t | JP¥147.7b | 17.9x | 70x | 1x |
| Tue, 07 Apr 2026 | JP¥10.8t | JP¥10.0t | JP¥197.3b | 17.1x | 54.8x | 1.1x |
| Thu, 05 Mar 2026 | JP¥10.6t | JP¥10.0t | JP¥206.6b | 17.2x | 51.3x | 1.1x |
| Sat, 31 Jan 2026 | JP¥10.3t | JP¥9.9t | JP¥214.8b | 15.3x | 47.9x | 1x |
| Mon, 29 Dec 2025 | JP¥10.3t | JP¥10.0t | JP¥215.2b | 16.7x | 47.7x | 1x |
| Wed, 26 Nov 2025 | JP¥10.0t | JP¥10.0t | JP¥216.2b | 16x | 46.1x | 1x |
| Fri, 24 Oct 2025 | JP¥10.3t | JP¥9.9t | JP¥150.3b | 17.2x | 68.7x | 1x |
| Sun, 21 Sep 2025 | JP¥10.5t | JP¥9.7t | JP¥148.5b | 18.1x | 70.6x | 1.1x |
| Tue, 19 Aug 2025 | JP¥10.6t | JP¥9.7t | JP¥153.0b | 17.9x | 69.2x | 1.1x |
| Thu, 17 Jul 2025 | JP¥9.7t | JP¥9.7t | JP¥155.6b | 17.4x | 62.5x | 1x |
| Sat, 14 Jun 2025 | JP¥9.5t | JP¥9.7t | JP¥163.3b | 16.9x | 58.3x | 1x |
| Mon, 12 May 2025 | JP¥9.1t | JP¥9.5t | JP¥210.1b | 18x | 43.1x | 1x |
| Wed, 09 Apr 2025 | JP¥8.2t | JP¥9.5t | JP¥206.7b | 16.3x | 39.6x | 0.9x |
| Fri, 07 Mar 2025 | JP¥8.7t | JP¥9.5t | JP¥215.8b | 17x | 40.5x | 0.9x |
| Sun, 02 Feb 2025 | JP¥9.3t | JP¥9.3t | JP¥79.7b | 17.9x | 116.7x | 1x |
| Tue, 31 Dec 2024 | JP¥8.9t | JP¥9.3t | JP¥74.2b | 16.5x | 119.5x | 1x |
| Thu, 28 Nov 2024 | JP¥8.0t | JP¥9.3t | JP¥78.2b | 14x | 102.6x | 0.9x |
| Sat, 26 Oct 2024 | JP¥7.9t | JP¥9.2t | JP¥87.0b | 13.1x | 90.4x | 0.9x |
| Mon, 23 Sep 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.9x | 113.3x | 0.9x |
| Wed, 21 Aug 2024 | JP¥8.2t | JP¥9.1t | JP¥74.1b | 15.2x | 109.9x | 0.9x |
| Fri, 19 Jul 2024 | JP¥8.8t | JP¥9.0t | JP¥41.2b | 18.1x | 214.4x | 1x |
| Sun, 16 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥27.0b | 20.1x | 311.4x | 0.9x |
| Tue, 14 May 2024 | JP¥7.8t | JP¥8.8t | -JP¥32,132,000,000.00 | 18x | -241.2x | 0.9x |
| Thu, 11 Apr 2024 | JP¥8.2t | JP¥8.3t | -JP¥55,409,286,000.00 | 18.9x | -148.2x | 1x |
| Sat, 09 Mar 2024 | JP¥7.7t | JP¥8.3t | -JP¥63,798,146,000.00 | 19.6x | -120x | 0.9x |
| Mon, 05 Feb 2024 | JP¥7.0t | JP¥8.3t | -JP¥55,793,286,000.00 | 18x | -124.7x | 0.8x |
| Wed, 03 Jan 2024 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.5x | -104x | 0.8x |
| Fri, 01 Dec 2023 | JP¥6.7t | JP¥8.2t | -JP¥69,761,286,000.00 | 20.3x | -96.6x | 0.8x |
| Sun, 29 Oct 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.1x | -64.1x | 0.8x |
| Tue, 26 Sep 2023 | JP¥6.9t | JP¥8.1t | -JP¥96,720,286,000.00 | 18.6x | -71.1x | 0.9x |
| Thu, 24 Aug 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.8x | -68.1x | 0.8x |
| Sat, 22 Jul 2023 | JP¥6.3t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.6x | -47.9x | 0.8x |
| Mon, 19 Jun 2023 | JP¥6.0t | JP¥7.9t | -JP¥142,362,483,000.00 | 19.9x | -41.9x | 0.8x |
| Wed, 17 May 2023 | JP¥5.8t | JP¥7.9t | -JP¥150,759,107,000.00 | 17.5x | -38.5x | 0.7x |
Price to Earnings Ratio
-38.5x
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 70.0x which is higher than its 3-year average PE of 30.5x.
- The 3-year average PS ratio of 0.93x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- Total earnings for the Multiline Retail industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 8.4% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.87% | |
| Consumer Discretionary | 0.98% | |
| General Merchandise and Department Stores | 0.68% | |
| Broadline Retail | 0.68% | |
| Department Stores | 0% | 0 |
| General Merchandise Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 30.5x.
- Analysts are expecting annual earnings growth of 20.6%, which is higher than its past year's earnings growth of 8.8% 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 30.5x.
Forecasted Growth
- Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings growth rate of 8.8% per year.
- In contrast, the Broadline Retail industry is expected to see its earnings grow by 21% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3099 Isetan Mitsukoshi Holdings | JP¥3.08k | 3.7% +JP¥38.0b | 60.9% | PE18.7x | |
| 4385 Mercari | JP¥4.04k | 4.9% +JP¥30.9b | 69.4% | PE22.8x | |
| 3086 J. Front Retailing | JP¥2.32k | 3.4% +JP¥19.0b | 29.8% | PE20.3x | |
| 8233 Takashimaya Company | JP¥1.90k | 1.7% +JP¥9.4b | 70.7% | PS1.4x | |
| 7453 Ryohin Keikaku | JP¥3.65k | 0.4% +JP¥8.0b | 48.4% | PE32.5x |