Narrative Update • Jun 18

Over the last 7 days, the Broadline Retail industry has dropped 1.4%, driven by declines in Ryohin Keikaku and Pan Pacific International Holdings of 3.6% and 2.5%, respectively. In contrast, J. Front Retailing has gained 19%. In the past year, the industry has gained 9.2%. 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | JP¥10.5t | JP¥10.4t | JP¥239.1b | 15.1x | 43.7x | 1x |
| Thu, 21 May 2026 | JP¥10.4t | JP¥10.2t | JP¥238.8b | 16x | 43.5x | 1x |
| Sat, 18 Apr 2026 | JP¥11.0t | JP¥10.1t | JP¥147.6b | 18.1x | 74.5x | 1.1x |
| Mon, 16 Mar 2026 | JP¥10.7t | JP¥10.0t | JP¥207.0b | 17.5x | 51.8x | 1.1x |
| Wed, 11 Feb 2026 | JP¥11.3t | JP¥9.9t | JP¥218.5b | 17.7x | 51.8x | 1.1x |
| Fri, 09 Jan 2026 | JP¥10.1t | JP¥10.0t | JP¥216.7b | 16.8x | 46.8x | 1x |
| Sun, 07 Dec 2025 | JP¥10.0t | JP¥10.0t | JP¥216.4b | 15.8x | 46.4x | 1x |
| Tue, 04 Nov 2025 | JP¥10.1t | JP¥9.9t | JP¥158.9b | 16x | 63.9x | 1x |
| Thu, 02 Oct 2025 | JP¥10.2t | JP¥9.7t | JP¥148.5b | 17.9x | 68.4x | 1x |
| Sat, 30 Aug 2025 | JP¥10.4t | JP¥9.8t | JP¥151.0b | 18.3x | 69.1x | 1.1x |
| Mon, 28 Jul 2025 | JP¥9.9t | JP¥9.7t | JP¥155.6b | 18.1x | 63.6x | 1x |
| Wed, 25 Jun 2025 | JP¥9.7t | JP¥9.7t | JP¥163.3b | 17.3x | 59.4x | 1x |
| Fri, 23 May 2025 | JP¥9.2t | JP¥9.6t | JP¥163.1b | 18.1x | 56.2x | 1x |
| Sun, 20 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 18x | 41.2x | 0.9x |
| Tue, 18 Mar 2025 | JP¥8.7t | JP¥9.5t | JP¥215.9b | 16.8x | 40.4x | 0.9x |
| Thu, 13 Feb 2025 | JP¥9.1t | JP¥9.3t | JP¥86.9b | 17.2x | 105x | 1x |
| Sat, 11 Jan 2025 | JP¥8.7t | JP¥9.3t | JP¥74.2b | 16.3x | 117.7x | 0.9x |
| Mon, 09 Dec 2024 | JP¥8.4t | JP¥9.3t | JP¥78.2b | 14.4x | 106.8x | 0.9x |
| Wed, 06 Nov 2024 | JP¥8.0t | JP¥9.2t | JP¥87.1b | 13.7x | 92.4x | 0.9x |
| Fri, 04 Oct 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.6x | 112.9x | 0.9x |
| Sun, 01 Sep 2024 | JP¥8.4t | JP¥9.1t | JP¥72.6b | 15.3x | 116x | 0.9x |
| Tue, 30 Jul 2024 | JP¥8.8t | JP¥9.1t | JP¥41.2b | 17.9x | 215x | 1x |
| Thu, 27 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥26.9b | 19.2x | 311.9x | 0.9x |
| Sat, 25 May 2024 | JP¥8.1t | JP¥8.9t | JP¥27.0b | 17.4x | 298.7x | 0.9x |
| Mon, 22 Apr 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 16.8x | -226.3x | 0.9x |
| Wed, 20 Mar 2024 | JP¥8.1t | JP¥8.3t | -JP¥54,915,146,000.00 | 19.8x | -146.7x | 1x |
| Fri, 16 Feb 2024 | JP¥7.3t | JP¥8.3t | -JP¥63,950,286,000.00 | 19x | -114.4x | 0.9x |
| Sun, 14 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥65,615,286,000.00 | 18.7x | -106.9x | 0.9x |
| Tue, 12 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,923,999,000.00 | 20.5x | -97.1x | 0.8x |
| Thu, 09 Nov 2023 | JP¥6.5t | JP¥8.1t | -JP¥100,029,286,000.00 | 18.7x | -65.4x | 0.8x |
| Sat, 07 Oct 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.5x | -68x | 0.8x |
| Mon, 04 Sep 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,517,286,000.00 | 18.6x | -69x | 0.8x |
| Wed, 02 Aug 2023 | JP¥6.5t | JP¥8.0t | -JP¥132,224,483,000.00 | 19.1x | -49.3x | 0.8x |
| Fri, 30 Jun 2023 | JP¥5.9t | JP¥7.9t | -JP¥141,939,483,000.00 | 20.8x | -41.8x | 0.7x |
-41.8x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | 4.68% | |
| Consumer Discretionary | 1.98% | |
| General Merchandise and Department Stores | -1.37% | |
| Broadline Retail | -1.37% | |
| 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 | |
|---|---|---|---|---|---|
| 3086 J. Front Retailing | JP¥2.91k | 19.2% +JP¥115.6b | 45.1% | PE25.4x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥3.96k | 7.0% +JP¥91.1b | 78.2% | PE18.2x | |
| 8233 Takashimaya Company | JP¥2.36k | 9.2% +JP¥58.3b | 115.5% | PS1.4x | |
| 4385 Mercari | JP¥3.97k | 6.6% +JP¥40.5b | 44.7% | PE19.4x | |
| 8237 Matsuya | JP¥1.60k | 4.7% +JP¥3.7b | 59.9% | PE37x |