Narrative Update • Jul 16

Over the last 7 days, the Broadline Retail industry has dropped 4.0%, and Isetan Mitsukoshi Holdings contributed the most with a 6.7% decline. In the past year, the industry has gained 14%. Earnings are forecast to grow by 19% annually.
Has the Japanese Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | JP¥11.2t | JP¥10.3t | JP¥240.7b | 14.9x | 46.6x | 1.1x |
| Tue, 23 Jun 2026 | JP¥10.6t | JP¥10.4t | JP¥239.1b | 15.1x | 44.4x | 1x |
| Thu, 21 May 2026 | JP¥10.4t | JP¥10.2t | JP¥238.8b | 16x | 43.5x | 1x |
| Sat, 18 Apr 2026 | JP¥11.0t | JP¥10.1t | JP¥147.6b | 18.1x | 74.5x | 1.1x |
| Mon, 16 Mar 2026 | JP¥10.7t | JP¥10.0t | JP¥207.0b | 17.5x | 51.8x | 1.1x |
| Wed, 11 Feb 2026 | JP¥11.3t | JP¥9.9t | JP¥218.5b | 17.7x | 51.8x | 1.1x |
| Fri, 09 Jan 2026 | JP¥10.1t | JP¥10.0t | JP¥216.7b | 16.8x | 46.8x | 1x |
| Sun, 07 Dec 2025 | JP¥10.0t | JP¥10.0t | JP¥216.4b | 15.8x | 46.4x | 1x |
| Tue, 04 Nov 2025 | JP¥10.1t | JP¥9.9t | JP¥158.9b | 16x | 63.9x | 1x |
| Thu, 02 Oct 2025 | JP¥10.2t | JP¥9.7t | JP¥148.5b | 17.9x | 68.4x | 1x |
| Sat, 30 Aug 2025 | JP¥10.4t | JP¥9.8t | JP¥151.0b | 18.3x | 69.1x | 1.1x |
| Mon, 28 Jul 2025 | JP¥9.9t | JP¥9.7t | JP¥155.6b | 18.1x | 63.6x | 1x |
| Wed, 25 Jun 2025 | JP¥9.7t | JP¥9.7t | JP¥163.3b | 17.3x | 59.4x | 1x |
| Fri, 23 May 2025 | JP¥9.2t | JP¥9.6t | JP¥163.1b | 18.1x | 56.2x | 1x |
| Sun, 20 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 18x | 41.2x | 0.9x |
| Tue, 18 Mar 2025 | JP¥8.7t | JP¥9.5t | JP¥215.9b | 16.8x | 40.4x | 0.9x |
| Thu, 13 Feb 2025 | JP¥9.1t | JP¥9.3t | JP¥86.9b | 17.2x | 105x | 1x |
| Sat, 11 Jan 2025 | JP¥8.7t | JP¥9.3t | JP¥74.2b | 16.3x | 117.7x | 0.9x |
| Mon, 09 Dec 2024 | JP¥8.4t | JP¥9.3t | JP¥78.2b | 14.4x | 106.8x | 0.9x |
| Wed, 06 Nov 2024 | JP¥8.0t | JP¥9.2t | JP¥87.1b | 13.7x | 92.4x | 0.9x |
| Fri, 04 Oct 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.6x | 112.9x | 0.9x |
| Sun, 01 Sep 2024 | JP¥8.4t | JP¥9.1t | JP¥72.6b | 15.3x | 116x | 0.9x |
| Tue, 30 Jul 2024 | JP¥8.8t | JP¥9.1t | JP¥41.2b | 17.9x | 215x | 1x |
| Thu, 27 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥26.9b | 19.2x | 311.9x | 0.9x |
| Sat, 25 May 2024 | JP¥8.1t | JP¥8.9t | JP¥27.0b | 17.4x | 298.7x | 0.9x |
| Mon, 22 Apr 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 16.8x | -226.3x | 0.9x |
| Wed, 20 Mar 2024 | JP¥8.1t | JP¥8.3t | -JP¥54,915,146,000.00 | 19.8x | -146.7x | 1x |
| Fri, 16 Feb 2024 | JP¥7.3t | JP¥8.3t | -JP¥63,950,286,000.00 | 19x | -114.4x | 0.9x |
| Sun, 14 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥65,615,286,000.00 | 18.7x | -106.9x | 0.9x |
| Tue, 12 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,923,999,000.00 | 20.5x | -97.1x | 0.8x |
| Thu, 09 Nov 2023 | JP¥6.5t | JP¥8.1t | -JP¥100,029,286,000.00 | 18.7x | -65.4x | 0.8x |
| Sat, 07 Oct 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.5x | -68x | 0.8x |
| Mon, 04 Sep 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,517,286,000.00 | 18.6x | -69x | 0.8x |
| Wed, 02 Aug 2023 | JP¥6.5t | JP¥8.0t | -JP¥132,224,483,000.00 | 19.1x | -49.3x | 0.8x |
-49.3x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | 2.14% | |
| Consumer Discretionary | -0.91% | |
| General Merchandise and Department Stores | -3.96% | |
| Broadline Retail | -3.96% | |
| 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 | |
|---|---|---|---|---|---|
| 2782 Seria | JP¥3.81k | 2.0% +JP¥4.7b | 32.8% | PE16.2x | |
| 3093 Treasure FactoryLTD | JP¥2.09k | 3.8% +JP¥1.8b | 14.8% | PE14.4x | |
| 2653 Aeon Kyushu | JP¥2.84k | 1.2% +JP¥1.2b | -2.6% | PE16.4x | |
| 9997 Belluna | JP¥1.07k | 1.0% +JP¥1.1b | 11.1% | PE9x | |
| 2698 Can Do | JP¥3.54k | 1.3% +JP¥720.1m | -3.9% | PE116.6x |