Narrative Update • Jun 18

Last week, the Broadline Retail industry hasn't moved much but Isetan Mitsukoshi Holdings is up 3.2% in that time. The past year has been better, since the industry has gained 9.3% in that time. As for the next few years, earnings are expected to grow by 19% per annum.
Has the Japanese Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | JP¥10.6t | JP¥10.4t | JP¥239.1b | 15.5x | 44.3x | 1x |
| Sun, 17 May 2026 | JP¥10.4t | JP¥10.2t | JP¥237.1b | 16.1x | 43.8x | 1x |
| Tue, 14 Apr 2026 | JP¥10.8t | JP¥10.0t | JP¥192.8b | 17.7x | 55.8x | 1.1x |
| Thu, 12 Mar 2026 | JP¥11.0t | JP¥10.0t | JP¥206.9b | 17.3x | 52.9x | 1.1x |
| Sat, 07 Feb 2026 | JP¥10.9t | JP¥9.9t | JP¥216.5b | 17.7x | 50.4x | 1.1x |
| Mon, 05 Jan 2026 | JP¥10.1t | JP¥10.0t | JP¥215.2b | 16.6x | 47x | 1x |
| Wed, 03 Dec 2025 | JP¥9.9t | JP¥10.0t | JP¥216.4b | 15.8x | 46x | 1x |
| Fri, 31 Oct 2025 | JP¥10.0t | JP¥9.9t | JP¥150.3b | 16.5x | 66.5x | 1x |
| Sun, 28 Sep 2025 | JP¥10.6t | JP¥9.7t | JP¥148.5b | 18.2x | 71.1x | 1.1x |
| Tue, 26 Aug 2025 | JP¥10.6t | JP¥9.8t | JP¥151.0b | 18.7x | 70.4x | 1.1x |
| Thu, 24 Jul 2025 | JP¥9.9t | JP¥9.7t | JP¥155.6b | 18x | 63.4x | 1x |
| Sat, 21 Jun 2025 | JP¥9.7t | JP¥9.7t | JP¥163.3b | 17.4x | 59.4x | 1x |
| Mon, 19 May 2025 | JP¥9.2t | JP¥9.6t | JP¥161.6b | 18.4x | 57x | 1x |
| Wed, 16 Apr 2025 | JP¥8.5t | JP¥9.6t | JP¥209.4b | 17.9x | 40.6x | 0.9x |
| Fri, 14 Mar 2025 | JP¥8.6t | JP¥9.5t | JP¥215.8b | 16.7x | 39.9x | 0.9x |
| Sun, 09 Feb 2025 | JP¥9.2t | JP¥9.3t | JP¥86.9b | 17.7x | 105.7x | 1x |
| Tue, 07 Jan 2025 | JP¥8.8t | JP¥9.3t | JP¥74.2b | 16.2x | 118x | 0.9x |
| Thu, 05 Dec 2024 | JP¥8.3t | JP¥9.3t | JP¥78.2b | 14.4x | 106.4x | 0.9x |
| Sat, 02 Nov 2024 | JP¥8.0t | JP¥9.2t | JP¥87.0b | 13.4x | 92.2x | 0.9x |
| Mon, 30 Sep 2024 | JP¥8.6t | JP¥9.2t | JP¥73.2b | 14.7x | 118x | 0.9x |
| Wed, 28 Aug 2024 | JP¥8.3t | JP¥9.1t | JP¥74.1b | 15.5x | 111.3x | 0.9x |
| Fri, 26 Jul 2024 | JP¥8.6t | JP¥9.1t | JP¥41.2b | 17.7x | 208.2x | 0.9x |
| Sun, 23 Jun 2024 | JP¥8.2t | JP¥9.0t | JP¥26.9b | 18.9x | 303.7x | 0.9x |
| Tue, 21 May 2024 | JP¥8.1t | JP¥8.9t | JP¥27.0b | 18x | 297.9x | 0.9x |
| Thu, 18 Apr 2024 | JP¥7.8t | JP¥8.8t | -JP¥33,679,286,000.00 | 17x | -230.4x | 0.9x |
| Sat, 16 Mar 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,798,146,000.00 | 19.3x | -119.9x | 0.9x |
| Mon, 12 Feb 2024 | JP¥7.0t | JP¥8.3t | -JP¥56,166,286,000.00 | 19.1x | -125.3x | 0.9x |
| Wed, 10 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.8x | -105.9x | 0.8x |
| Fri, 08 Dec 2023 | JP¥6.7t | JP¥8.2t | -JP¥69,923,999,000.00 | 20.6x | -96.4x | 0.8x |
| Sun, 05 Nov 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,262,286,000.00 | 19.5x | -64.3x | 0.8x |
| Tue, 03 Oct 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.6x | -69.2x | 0.8x |
| Thu, 31 Aug 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.4x | -68x | 0.8x |
| Sat, 29 Jul 2023 | JP¥6.4t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.8x | -48.6x | 0.8x |
| Mon, 26 Jun 2023 | JP¥5.9t | JP¥7.9t | -JP¥142,362,483,000.00 | 20.5x | -41.5x | 0.7x |
-41.5x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | 6.38% | |
| Consumer Discretionary | 3.04% | |
| General Merchandise and Department Stores | 0.38% | |
| Broadline Retail | 0.38% | |
| 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 | |
|---|---|---|---|---|---|
| 3099 Isetan Mitsukoshi Holdings | JP¥3.87k | 3.1% +JP¥40.6b | 71.9% | PE17.8x | |
| 8233 Takashimaya Company | JP¥2.26k | 6.2% +JP¥38.7b | 105.7% | PS1.3x | |
| 3086 J. Front Retailing | JP¥2.51k | 4.7% +JP¥27.7b | 25.6% | PE21.9x | |
| 4385 Mercari | JP¥3.87k | 3.8% +JP¥23.1b | 39.5% | PE18.9x | |
| 2782 Seria | JP¥3.68k | 3.5% +JP¥7.8b | 34.2% | PE15.7x |