Narrative Update • Jul 16

In the last week, the Broadline Retail industry is down 4.0% with Isetan Mitsukoshi Holdings down the most at 6.7%. This takes the industry's 12 month performance to a gain of 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 |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | JP¥11.2t | JP¥10.3t | JP¥240.7b | 14.9x | 46.6x | 1.1x |
| Wed, 24 Jun 2026 | JP¥10.5t | JP¥10.4t | JP¥239.1b | 14.6x | 43.9x | 1x |
| Fri, 22 May 2026 | JP¥10.3t | JP¥10.2t | JP¥238.8b | 15.9x | 43.1x | 1x |
| Sun, 19 Apr 2026 | JP¥11.0t | JP¥10.1t | JP¥147.6b | 18.1x | 74.5x | 1.1x |
| Tue, 17 Mar 2026 | JP¥10.7t | JP¥10.0t | JP¥207.0b | 17.5x | 51.8x | 1.1x |
| Thu, 12 Feb 2026 | JP¥11.3t | JP¥9.9t | JP¥218.5b | 17.7x | 51.8x | 1.1x |
| Sat, 10 Jan 2026 | JP¥10.3t | JP¥10.0t | JP¥216.9b | 16.8x | 47.5x | 1x |
| Mon, 08 Dec 2025 | JP¥10.0t | JP¥10.0t | JP¥216.4b | 15.8x | 46.4x | 1x |
| Wed, 05 Nov 2025 | JP¥10.2t | JP¥9.9t | JP¥158.9b | 16x | 64.4x | 1x |
| Fri, 03 Oct 2025 | JP¥10.0t | JP¥9.7t | JP¥148.5b | 17.8x | 67.4x | 1x |
| Sun, 31 Aug 2025 | JP¥10.4t | JP¥9.8t | JP¥151.0b | 18.3x | 69.1x | 1.1x |
| Tue, 29 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 18.2x | 62.8x | 1x |
| Thu, 26 Jun 2025 | JP¥9.6t | JP¥9.7t | JP¥163.3b | 16.9x | 58.8x | 1x |
| Sat, 24 May 2025 | JP¥9.2t | JP¥9.6t | JP¥163.1b | 18x | 56.4x | 1x |
| Mon, 21 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 18x | 41.2x | 0.9x |
| Wed, 19 Mar 2025 | JP¥8.8t | JP¥9.5t | JP¥215.9b | 16.8x | 40.6x | 0.9x |
| Fri, 14 Feb 2025 | JP¥9.2t | JP¥9.3t | JP¥86.9b | 17.7x | 106.4x | 1x |
| Sun, 12 Jan 2025 | JP¥8.7t | JP¥9.3t | JP¥74.2b | 16.3x | 117.7x | 0.9x |
| Tue, 10 Dec 2024 | JP¥8.5t | JP¥9.3t | JP¥78.2b | 14.6x | 108.3x | 0.9x |
| Thu, 07 Nov 2024 | JP¥8.2t | JP¥9.2t | JP¥87.3b | 13.7x | 93.7x | 0.9x |
| Sat, 05 Oct 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.6x | 113x | 0.9x |
| Mon, 02 Sep 2024 | JP¥8.4t | JP¥9.1t | JP¥72.6b | 15.3x | 115.9x | 0.9x |
| Wed, 31 Jul 2024 | JP¥8.8t | JP¥9.1t | JP¥41.2b | 17.8x | 212.6x | 1x |
| Fri, 28 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥26.9b | 19.5x | 312.3x | 0.9x |
| Sun, 26 May 2024 | JP¥8.1t | JP¥8.9t | JP¥27.0b | 17.4x | 298.7x | 0.9x |
| Tue, 23 Apr 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 16.8x | -226.3x | 0.9x |
| Thu, 21 Mar 2024 | JP¥8.1t | JP¥8.3t | -JP¥54,915,146,000.00 | 19.8x | -146.7x | 1x |
| Sat, 17 Feb 2024 | JP¥7.5t | JP¥8.3t | -JP¥63,983,286,000.00 | 19.1x | -117x | 0.9x |
| Mon, 15 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥65,451,286,000.00 | 18.7x | -107.2x | 0.9x |
| Wed, 13 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,981,999,000.00 | 20.6x | -97.3x | 0.8x |
| Fri, 10 Nov 2023 | JP¥6.6t | JP¥8.1t | -JP¥100,029,286,000.00 | 19.1x | -66.2x | 0.8x |
| Sun, 08 Oct 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.5x | -68x | 0.8x |
| Tue, 05 Sep 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,517,286,000.00 | 18.5x | -69.5x | 0.8x |
| Thu, 03 Aug 2023 | JP¥6.5t | JP¥8.0t | -JP¥132,225,286,000.00 | 18.8x | -49.1x | 0.8x |
-49.1x
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 |