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Japanese (NIKKEI) General Merchandise and Department Stores Industry Analysis
UpdatedJan 14, 2025
DataAggregated Company Financials
Companies33
- 7D-0.9%
- 3M4.3%
- 1Y26.1%
- YTD-0.3%
Over the last 7 days, the General Merchandise and Department Stores industry has dropped 1.5%, driven by a pullback from Isetan Mitsukoshi Holdings of 9.4%. Meanwhile, Rakuten Group actually outperformed within the industry, gaining 6.4% in the last week. In the past year, the industry has gained 25%. As for the next few years, earnings are expected to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Tue, 14 Jan 2025 | JP¥8.7t | JP¥9.2t | JP¥76.3b | 16.3x | 114.5x | 0.9x |
| Thu, 12 Dec 2024 | JP¥8.7t | JP¥9.3t | JP¥78.2b | 14.6x | 111.1x | 0.9x |
| Sat, 09 Nov 2024 | JP¥8.1t | JP¥9.2t | JP¥87.3b | 13.6x | 93.3x | 0.9x |
| Mon, 07 Oct 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.6x | 113x | 0.9x |
| Wed, 04 Sep 2024 | JP¥8.7t | JP¥9.1t | JP¥72.6b | 15.5x | 120x | 1x |
| Fri, 02 Aug 2024 | JP¥8.3t | JP¥9.1t | JP¥41.2b | 17.4x | 201x | 0.9x |
| Sun, 30 Jun 2024 | JP¥8.3t | JP¥9.0t | JP¥25.0b | 19.5x | 334.4x | 0.9x |
| Tue, 28 May 2024 | JP¥8.2t | JP¥8.9t | JP¥27.0b | 17.5x | 304.2x | 0.9x |
| Thu, 25 Apr 2024 | JP¥7.8t | JP¥8.8t | -JP¥33,679,286,000.00 | 17.3x | -231.2x | 0.9x |
| Sat, 23 Mar 2024 | JP¥8.2t | JP¥8.3t | -JP¥54,916,286,000.00 | 20.3x | -149.5x | 1x |
| Mon, 19 Feb 2024 | JP¥7.5t | JP¥8.3t | -JP¥63,789,286,000.00 | 19.1x | -117.3x | 0.9x |
| Wed, 17 Jan 2024 | JP¥6.9t | JP¥8.2t | -JP¥59,681,286,000.00 | 17x | -116.4x | 0.8x |
| Fri, 15 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,981,999,000.00 | 20.2x | -97.6x | 0.8x |
| Sun, 12 Nov 2023 | JP¥6.6t | JP¥8.2t | -JP¥74,912,286,000.00 | 18.9x | -88.3x | 0.8x |
| Tue, 10 Oct 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.5x | -68x | 0.8x |
| Thu, 07 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,516,534,000.00 | 18.5x | -70.3x | 0.8x |
| Sat, 05 Aug 2023 | JP¥6.5t | JP¥8.0t | -JP¥131,072,286,000.00 | 18.6x | -49.4x | 0.8x |
| Mon, 03 Jul 2023 | JP¥6.0t | JP¥7.9t | -JP¥138,744,483,000.00 | 21.5x | -43.2x | 0.8x |
| Wed, 31 May 2023 | JP¥5.6t | JP¥7.9t | -JP¥142,331,651,000.00 | 19.3x | -39.2x | 0.7x |
| Fri, 28 Apr 2023 | JP¥5.7t | JP¥7.8t | -JP¥159,104,107,000.00 | 17.6x | -36.1x | 0.7x |
| Sun, 26 Mar 2023 | JP¥5.5t | JP¥8.0t | -JP¥148,991,651,000.00 | 16.5x | -37x | 0.7x |
| Tue, 21 Feb 2023 | JP¥4.1t | JP¥5.8t | JP¥233.1b | 13.4x | 17.5x | 0.7x |
| Thu, 19 Jan 2023 | JP¥3.8t | JP¥5.7t | JP¥228.8b | 14.6x | 16.7x | 0.7x |
| Sat, 17 Dec 2022 | JP¥3.9t | JP¥5.8t | JP¥224.4b | 13.2x | 17.4x | 0.7x |
| Mon, 14 Nov 2022 | JP¥3.8t | JP¥5.8t | JP¥224.6b | 11.6x | 16.8x | 0.6x |
| Wed, 12 Oct 2022 | JP¥4.0t | JP¥5.9t | JP¥198.0b | 14.7x | 20x | 0.7x |
| Fri, 09 Sep 2022 | JP¥3.9t | JP¥5.9t | JP¥197.9b | 16x | 19.6x | 0.7x |
| Sun, 07 Aug 2022 | JP¥3.4t | JP¥5.8t | JP¥190.2b | 15.3x | 18.1x | 0.6x |
| Tue, 05 Jul 2022 | JP¥3.5t | JP¥5.9t | JP¥183.5b | 12.5x | 19x | 0.6x |
| Thu, 02 Jun 2022 | JP¥3.4t | JP¥5.9t | JP¥167.6b | 12.3x | 20.2x | 0.6x |
| Sat, 30 Apr 2022 | JP¥3.2t | JP¥6.0t | JP¥128.7b | 12.7x | 25x | 0.5x |
| Mon, 28 Mar 2022 | JP¥3.8t | JP¥6.2t | JP¥102.2b | 14.2x | 37.2x | 0.6x |
| Wed, 23 Feb 2022 | JP¥3.8t | JP¥6.2t | JP¥101.8b | n/a | 37.6x | 0.6x |
| Fri, 21 Jan 2022 | JP¥3.5t | JP¥6.4t | JP¥91.4b | 14x | 37.8x | 0.5x |
Price to Earnings Ratio
37.8x
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 114x which is higher than its 3-year average PE of 11.7x.
- The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
- The earnings for companies in the Multiline Retail industry have declined 5.8% per year over the last three years.
- Meanwhile revenues for these companies have grown 13% 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 | -2.33% | |
| Consumer Discretionary | -3.26% | |
| General Merchandise and Department Stores | -0.90% | |
| Department Stores | 0% | |
| General Merchandise Stores | 0% | |
| Broadline Retail | -0.90% | |
Industry PE
- Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 4.5x.
- Analysts are expecting annual earnings growth of 22.0%, which is higher than its past year's earnings growth of 16.9% 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 4.5x.
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 17% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 4755 Rakuten Group | JP¥902.50 | 3.7% +JP¥69.6b | 39.7% | PS0.9x | |
| 7453 Ryohin Keikaku | JP¥3.70k | 3.6% +JP¥33.9b | 56.8% | PE23.6x | |
| 8244 Kintetsu Department Store | JP¥2.16k | 4.0% +JP¥3.4b | -16.3% | PE28.9x | |
| 2735 Watts | JP¥671.00 | 4.2% +JP¥355.3m | 9.5% | PE9.8x | |
| 3181 Kaitori Okoku | JP¥685.00 | 3.6% +JP¥87.3m | -21.3% | PE6.9x |
