Narrative Update • Jun 30

Last week, the Broadline Retail industry hasn't moved much but Rakuten Group is up 6.2% in that time. The past year has been better, since the industry has gained 14% in that time. Looking forward, earnings are forecast to grow by 18% annually.
Has the Japanese Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 Jul 2026 | JP¥10.8t | JP¥10.3t | JP¥242.4b | 15.3x | 44.8x | 1.1x |
| Sun, 31 May 2026 | JP¥10.6t | JP¥10.2t | JP¥238.8b | 16.2x | 44.6x | 1x |
| Tue, 28 Apr 2026 | JP¥10.4t | JP¥10.0t | JP¥147.6b | 17.9x | 70.2x | 1x |
| Thu, 26 Mar 2026 | JP¥10.5t | JP¥10.0t | JP¥207.1b | 16.3x | 50.7x | 1x |
| Sat, 21 Feb 2026 | JP¥11.1t | JP¥10.0t | JP¥206.7b | 17.5x | 53.7x | 1.1x |
| Mon, 19 Jan 2026 | JP¥10.4t | JP¥9.9t | JP¥224.0b | 16.1x | 46.5x | 1x |
| Wed, 17 Dec 2025 | JP¥10.1t | JP¥10.0t | JP¥216.8b | 16.5x | 46.6x | 1x |
| Fri, 14 Nov 2025 | JP¥10.6t | JP¥9.9t | JP¥161.0b | 16.5x | 65.6x | 1.1x |
| Sun, 12 Oct 2025 | JP¥10.1t | JP¥9.8t | JP¥150.7b | 16.8x | 67.2x | 1x |
| Tue, 09 Sep 2025 | JP¥10.6t | JP¥9.7t | JP¥149.7b | 17.6x | 70.9x | 1.1x |
| Thu, 07 Aug 2025 | JP¥10.1t | JP¥9.7t | JP¥165.1b | 17.9x | 61.5x | 1.1x |
| Sat, 05 Jul 2025 | JP¥9.7t | JP¥9.6t | JP¥156.6b | 17.1x | 62.1x | 1x |
| Mon, 02 Jun 2025 | JP¥9.3t | JP¥9.6t | JP¥163.1b | 17.3x | 57.2x | 1x |
| Wed, 30 Apr 2025 | JP¥8.8t | JP¥9.5t | JP¥209.4b | 18.4x | 41.8x | 0.9x |
| Fri, 28 Mar 2025 | JP¥9.0t | JP¥9.5t | JP¥206.7b | 17.2x | 43.4x | 0.9x |
| Sun, 23 Feb 2025 | JP¥8.9t | JP¥9.5t | JP¥215.5b | 17.7x | 41.5x | 0.9x |
| Tue, 21 Jan 2025 | JP¥8.7t | JP¥9.3t | JP¥78.4b | 18.1x | 111x | 0.9x |
| Thu, 19 Dec 2024 | JP¥8.8t | JP¥9.3t | JP¥77.3b | 15.5x | 114.4x | 0.9x |
| Sat, 16 Nov 2024 | JP¥8.1t | JP¥9.3t | JP¥79.5b | 13.9x | 101.3x | 0.9x |
| Mon, 14 Oct 2024 | JP¥8.4t | JP¥9.2t | JP¥84.5b | 13.8x | 99.5x | 0.9x |
| Wed, 11 Sep 2024 | JP¥8.3t | JP¥9.1t | JP¥72.6b | 15.4x | 113.8x | 0.9x |
| Fri, 09 Aug 2024 | JP¥7.6t | JP¥9.1t | JP¥42.4b | 15x | 179.3x | 0.8x |
| Sun, 07 Jul 2024 | JP¥9.0t | JP¥8.9t | JP¥34.5b | 20.7x | 260.3x | 1x |
| Tue, 04 Jun 2024 | JP¥8.6t | JP¥9.0t | JP¥27.0b | 18.4x | 317.4x | 1x |
| Thu, 02 May 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 17.1x | -224.7x | 0.9x |
| Sat, 30 Mar 2024 | JP¥8.3t | JP¥8.3t | -JP¥54,916,286,000.00 | 20.3x | -150.8x | 1x |
| Mon, 26 Feb 2024 | JP¥7.5t | JP¥8.3t | -JP¥63,720,286,000.00 | 19x | -117.7x | 0.9x |
| Wed, 24 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥59,681,286,000.00 | 17.3x | -116.6x | 0.8x |
| Fri, 22 Dec 2023 | JP¥6.6t | JP¥8.2t | -JP¥69,803,999,000.00 | 20.6x | -95x | 0.8x |
| Sun, 19 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥73,035,286,000.00 | 18.8x | -92.6x | 0.8x |
| Tue, 17 Oct 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.7x | -64.5x | 0.8x |
| Thu, 14 Sep 2023 | JP¥6.9t | JP¥8.1t | -JP¥96,475,534,000.00 | 18.1x | -71.3x | 0.9x |
| Sat, 12 Aug 2023 | JP¥6.8t | JP¥8.0t | -JP¥93,512,286,000.00 | 18.9x | -72.3x | 0.8x |
| Mon, 10 Jul 2023 | JP¥6.0t | JP¥8.0t | -JP¥132,022,483,000.00 | 20.2x | -45.8x | 0.8x |
-45.8x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -0.99% | |
| Consumer Discretionary | 0.95% | |
| General Merchandise and Department Stores | 0.39% | |
| Broadline Retail | 0.39% | |
| 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 | |
|---|---|---|---|---|---|
| 4755 Rakuten Group | JP¥764.00 | 10.7% +JP¥160.9b | -1.2% | PS0.6x | |
| 4385 Mercari | JP¥4.39k | 16.7% +JP¥103.9b | 68.2% | PE21.5x | |
| 7453 Ryohin Keikaku | JP¥3.62k | 3.2% +JP¥60.0b | 4.5% | PE32.2x | |
| 7685 BuySell TechnologiesLtd | JP¥3.57k | 5.5% +JP¥11.4b | 150.2% | PE30x | |
| 3093 Treasure FactoryLTD | JP¥2.24k | 8.5% +JP¥4.1b | 27.4% | PE16.6x |