Narrative Update • Jun 03

Over the last 7 days, the Broadline Retail industry has dropped 2.2%, driven by Rakuten Group declining 8.8%. In the past year, the industry has gained 10%. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | JP¥10.4t | JP¥10.3t | JP¥238.9b | 15.9x | 43.6x | 1x |
| Sat, 09 May 2026 | JP¥10.3t | JP¥10.0t | JP¥147.7b | 17.9x | 70x | 1x |
| Mon, 06 Apr 2026 | JP¥10.6t | JP¥10.0t | JP¥197.3b | 17x | 53.5x | 1.1x |
| Wed, 04 Mar 2026 | JP¥10.6t | JP¥10.0t | JP¥206.6b | 17.7x | 51.2x | 1.1x |
| Fri, 30 Jan 2026 | JP¥10.1t | JP¥9.9t | JP¥214.8b | 15x | 47.1x | 1x |
| Sun, 28 Dec 2025 | JP¥10.3t | JP¥10.0t | JP¥215.2b | 16.7x | 47.7x | 1x |
| Tue, 25 Nov 2025 | JP¥10.0t | JP¥10.0t | JP¥216.2b | 16x | 46x | 1x |
| Thu, 23 Oct 2025 | JP¥10.2t | JP¥9.9t | JP¥150.3b | 17.3x | 68x | 1x |
| Sat, 20 Sep 2025 | JP¥10.5t | JP¥9.7t | JP¥148.5b | 18.1x | 70.6x | 1.1x |
| Mon, 18 Aug 2025 | JP¥10.4t | JP¥9.7t | JP¥153.0b | 17.7x | 67.9x | 1.1x |
| Wed, 16 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 17.5x | 62.7x | 1x |
| Fri, 13 Jun 2025 | JP¥9.6t | JP¥9.7t | JP¥163.1b | 16.9x | 58.9x | 1x |
| Sun, 11 May 2025 | JP¥9.1t | JP¥9.5t | JP¥210.1b | 18x | 43.1x | 1x |
| Tue, 08 Apr 2025 | JP¥7.7t | JP¥9.5t | JP¥206.7b | 15.7x | 37.4x | 0.8x |
| Thu, 06 Mar 2025 | JP¥8.7t | JP¥9.5t | JP¥215.8b | 16.9x | 40.1x | 0.9x |
| Sat, 01 Feb 2025 | JP¥9.3t | JP¥9.3t | JP¥78.4b | 18x | 118.7x | 1x |
| Mon, 30 Dec 2024 | JP¥9.0t | JP¥9.3t | JP¥74.2b | 16.5x | 120.6x | 1x |
| Wed, 27 Nov 2024 | JP¥8.0t | JP¥9.3t | JP¥78.2b | 14.2x | 102.4x | 0.9x |
| Fri, 25 Oct 2024 | JP¥8.0t | JP¥9.2t | JP¥87.0b | 13.5x | 91.7x | 0.9x |
| Sun, 22 Sep 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.9x | 113.3x | 0.9x |
| Tue, 20 Aug 2024 | JP¥8.0t | JP¥9.1t | JP¥72.2b | 15x | 110.5x | 0.9x |
| Thu, 18 Jul 2024 | JP¥9.0t | JP¥9.0t | JP¥41.2b | 18.4x | 218.2x | 1x |
| Sat, 15 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥27.0b | 20.1x | 311.4x | 0.9x |
| Mon, 13 May 2024 | JP¥7.8t | JP¥8.8t | -JP¥32,132,000,000.00 | 18.3x | -243.5x | 0.9x |
| Wed, 10 Apr 2024 | JP¥8.2t | JP¥8.3t | -JP¥55,348,286,000.00 | 19.1x | -148.8x | 1x |
| Fri, 08 Mar 2024 | JP¥7.7t | JP¥8.3t | -JP¥63,798,146,000.00 | 19.6x | -120.3x | 0.9x |
| Sun, 04 Feb 2024 | JP¥7.0t | JP¥8.2t | -JP¥60,240,286,000.00 | 18x | -115.5x | 0.8x |
| Tue, 02 Jan 2024 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.5x | -104x | 0.8x |
| Thu, 30 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,761,286,000.00 | 20.9x | -97.9x | 0.8x |
| Sat, 28 Oct 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.1x | -64.1x | 0.8x |
| Mon, 25 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,720,286,000.00 | 18.1x | -70.1x | 0.8x |
| Wed, 23 Aug 2023 | JP¥6.5t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.9x | -67x | 0.8x |
| Fri, 21 Jul 2023 | JP¥6.2t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.5x | -47.4x | 0.8x |
| Sun, 18 Jun 2023 | JP¥6.0t | JP¥7.9t | -JP¥142,362,483,000.00 | 19.9x | -41.9x | 0.8x |
-41.9x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -3.75% | |
| Consumer Discretionary | -2.99% | |
| General Merchandise and Department Stores | -0.77% | |
| Broadline Retail | -0.77% | |
| 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 | |
|---|---|---|---|---|---|
| 7532 Pan Pacific International Holdings | JP¥849.00 | 3.0% +JP¥72.9b | -10.5% | PE23.4x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥3.61k | 3.2% +JP¥39.2b | 53.2% | PE16.6x | |
| 3086 J. Front Retailing | JP¥2.34k | 4.7% +JP¥26.0b | 15.2% | PE20.4x | |
| 8273 Izumi | JP¥930.00 | 3.2% +JP¥6.1b | -15.0% | PE11.6x | |
| 3093 Treasure FactoryLTD | JP¥1.96k | 7.9% +JP¥3.4b | 4.3% | PE14.5x |