Narrative Update • Jun 15

The Broadline Retail industry is up 2.2% in the last week, with Takashimaya Company up 9.2%. This takes the industry's 12 month performance to a gain of 11%. As for the next few years, earnings are expected to grow by 18% per annum.
Has the Japanese Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | JP¥10.5t | JP¥10.3t | JP¥238.9b | 16x | 44x | 1x |
| Thu, 14 May 2026 | JP¥10.4t | JP¥10.0t | JP¥155.1b | 16.2x | 67.1x | 1x |
| Sat, 11 Apr 2026 | JP¥10.7t | JP¥10.0t | JP¥195.6b | 17.4x | 54.8x | 1.1x |
| Mon, 09 Mar 2026 | JP¥10.9t | JP¥10.0t | JP¥206.6b | 18.1x | 52.9x | 1.1x |
| Wed, 04 Feb 2026 | JP¥10.5t | JP¥9.9t | JP¥216.5b | 16.4x | 48.6x | 1.1x |
| Fri, 02 Jan 2026 | JP¥10.1t | JP¥10.0t | JP¥215.2b | 16.6x | 47x | 1x |
| Sun, 30 Nov 2025 | JP¥10.2t | JP¥10.0t | JP¥216.2b | 16x | 47.2x | 1x |
| Tue, 28 Oct 2025 | JP¥10.2t | JP¥9.9t | JP¥150.3b | 17.2x | 68.1x | 1x |
| Thu, 25 Sep 2025 | JP¥10.5t | JP¥9.7t | JP¥148.5b | 18.3x | 70.6x | 1.1x |
| Sat, 23 Aug 2025 | JP¥10.7t | JP¥9.8t | JP¥151.0b | 18.4x | 70.9x | 1.1x |
| Mon, 21 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 17.7x | 62.8x | 1x |
| Wed, 18 Jun 2025 | JP¥9.6t | JP¥9.7t | JP¥163.3b | 17.6x | 58.7x | 1x |
| Fri, 16 May 2025 | JP¥9.1t | JP¥9.5t | JP¥163.6b | 18.1x | 55.7x | 1x |
| Sun, 13 Apr 2025 | JP¥8.5t | JP¥9.5t | JP¥213.6b | 16x | 39.6x | 0.9x |
| Tue, 11 Mar 2025 | JP¥8.5t | JP¥9.5t | JP¥215.8b | 16.8x | 39.3x | 0.9x |
| Thu, 06 Feb 2025 | JP¥9.1t | JP¥9.3t | JP¥84.2b | 17.7x | 108.3x | 1x |
| Sat, 04 Jan 2025 | JP¥8.9t | JP¥9.3t | JP¥74.2b | 16.5x | 119.5x | 1x |
| Mon, 02 Dec 2024 | JP¥8.1t | JP¥9.3t | JP¥78.2b | 14.2x | 103.3x | 0.9x |
| Wed, 30 Oct 2024 | JP¥8.1t | JP¥9.2t | JP¥87.0b | 13.8x | 93.4x | 0.9x |
| Fri, 27 Sep 2024 | JP¥8.4t | JP¥9.2t | JP¥73.2b | 14.8x | 115.1x | 0.9x |
| Sun, 25 Aug 2024 | JP¥8.3t | JP¥9.1t | JP¥74.1b | 15.3x | 111.6x | 0.9x |
| Tue, 23 Jul 2024 | JP¥8.9t | JP¥9.1t | JP¥41.2b | 18.3x | 216.4x | 1x |
| Thu, 20 Jun 2024 | JP¥8.3t | JP¥9.0t | JP¥26.9b | 19.1x | 306.6x | 0.9x |
| Sat, 18 May 2024 | JP¥8.0t | JP¥8.9t | JP¥15.9b | 17.8x | 500.5x | 0.9x |
| Mon, 15 Apr 2024 | JP¥8.3t | JP¥8.8t | -JP¥42,538,286,000.00 | 18x | -194.2x | 0.9x |
| Wed, 13 Mar 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,798,146,000.00 | 19.1x | -119.3x | 0.9x |
| Fri, 09 Feb 2024 | JP¥7.0t | JP¥8.3t | -JP¥55,793,286,000.00 | 18.6x | -124.9x | 0.8x |
| Sun, 07 Jan 2024 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.6x | -103.6x | 0.8x |
| Tue, 05 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,923,999,000.00 | 20.6x | -97x | 0.8x |
| Thu, 02 Nov 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.3x | -64.3x | 0.8x |
| Sat, 30 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.7x | -70.8x | 0.8x |
| Mon, 28 Aug 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.4x | -67.9x | 0.8x |
| Wed, 26 Jul 2023 | JP¥6.3t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.6x | -47.7x | 0.8x |
| Fri, 23 Jun 2023 | JP¥6.0t | JP¥7.9t | -JP¥142,362,483,000.00 | 20.4x | -41.9x | 0.8x |
-41.9x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | 4.16% | |
| Consumer Discretionary | 1.45% | |
| General Merchandise and Department Stores | 2.19% | |
| Broadline Retail | 2.19% | |
| 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 | |
|---|---|---|---|---|---|
| 8233 Takashimaya Company | JP¥2.17k | 9.2% +JP¥53.5b | 98.0% | PS1.3x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥3.73k | 3.2% +JP¥40.6b | 63.3% | PE17.2x | |
| 3086 J. Front Retailing | JP¥2.35k | 3.8% +JP¥21.4b | 15.7% | PE20.6x | |
| 4755 Rakuten Group | JP¥747.40 | 1.1% +JP¥17.6b | -7.8% | PS0.6x | |
| 4385 Mercari | JP¥3.77k | 2.6% +JP¥15.7b | 40.6% | PE18.4x |