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 5.9% and 4.2%, respectively. In the past year, the industry has gained 9.2%. 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 |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | JP¥10.5t | JP¥10.4t | JP¥239.1b | 15.1x | 43.7x | 1x |
| Wed, 20 May 2026 | JP¥10.5t | JP¥10.2t | JP¥238.8b | 15.9x | 43.8x | 1x |
| Fri, 17 Apr 2026 | JP¥11.1t | JP¥10.1t | JP¥147.6b | 18x | 75.2x | 1.1x |
| Sun, 15 Mar 2026 | JP¥10.7t | JP¥10.0t | JP¥207.0b | 17.5x | 51.8x | 1.1x |
| Tue, 10 Feb 2026 | JP¥11.0t | JP¥9.9t | JP¥217.3b | 17.2x | 50.8x | 1.1x |
| Thu, 08 Jan 2026 | JP¥10.2t | JP¥10.0t | JP¥216.7b | 16.9x | 47.3x | 1x |
| Sat, 06 Dec 2025 | JP¥10.0t | JP¥10.0t | JP¥216.4b | 15.8x | 46.4x | 1x |
| Mon, 03 Nov 2025 | JP¥10.1t | JP¥9.9t | JP¥158.9b | 16x | 63.9x | 1x |
| Wed, 01 Oct 2025 | JP¥10.3t | JP¥9.7t | JP¥148.5b | 18.1x | 69.5x | 1.1x |
| Fri, 29 Aug 2025 | JP¥10.6t | JP¥9.8t | JP¥151.0b | 18.7x | 70x | 1.1x |
| Sun, 27 Jul 2025 | JP¥9.9t | JP¥9.7t | JP¥155.6b | 18.1x | 63.6x | 1x |
| Tue, 24 Jun 2025 | JP¥9.7t | JP¥9.7t | JP¥163.3b | 17.2x | 59.3x | 1x |
| Thu, 22 May 2025 | JP¥9.2t | JP¥9.6t | JP¥162.1b | 18.4x | 56.8x | 1x |
| Sat, 19 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 18x | 41.2x | 0.9x |
| Mon, 17 Mar 2025 | JP¥8.8t | JP¥9.5t | JP¥215.9b | 16.8x | 40.6x | 0.9x |
| Wed, 12 Feb 2025 | JP¥9.2t | JP¥9.3t | JP¥86.9b | 17.7x | 105.7x | 1x |
| Fri, 10 Jan 2025 | JP¥8.8t | JP¥9.3t | JP¥74.2b | 16.3x | 118.7x | 1x |
| Sun, 08 Dec 2024 | JP¥8.4t | JP¥9.3t | JP¥78.2b | 14.4x | 106.8x | 0.9x |
| Tue, 05 Nov 2024 | JP¥8.0t | JP¥9.2t | JP¥87.1b | 13.4x | 92.1x | 0.9x |
| Thu, 03 Oct 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.9x | 113.5x | 0.9x |
| Sat, 31 Aug 2024 | JP¥8.4t | JP¥9.1t | JP¥72.6b | 15.3x | 116x | 0.9x |
| Mon, 29 Jul 2024 | JP¥8.5t | JP¥9.1t | JP¥41.2b | 17.5x | 206.9x | 0.9x |
| Wed, 26 Jun 2024 | JP¥8.3t | JP¥9.0t | JP¥26.9b | 19.2x | 310.1x | 0.9x |
| Fri, 24 May 2024 | JP¥8.1t | JP¥8.9t | JP¥27.0b | 17.6x | 299.6x | 0.9x |
| Sun, 21 Apr 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 16.8x | -226.3x | 0.9x |
| Tue, 19 Mar 2024 | JP¥7.9t | JP¥8.3t | -JP¥54,915,146,000.00 | 19.7x | -143.6x | 0.9x |
| Thu, 15 Feb 2024 | JP¥7.2t | JP¥8.3t | -JP¥49,940,286,000.00 | 18.9x | -143.9x | 0.9x |
| Sat, 13 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥65,891,286,000.00 | 18.7x | -106.4x | 0.9x |
| Mon, 11 Dec 2023 | JP¥6.7t | JP¥8.2t | -JP¥69,923,999,000.00 | 20.3x | -95.9x | 0.8x |
| Wed, 08 Nov 2023 | JP¥6.6t | JP¥8.1t | -JP¥101,262,286,000.00 | 20.5x | -65.3x | 0.8x |
| Fri, 06 Oct 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.2x | -69.2x | 0.8x |
| Sun, 03 Sep 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,517,286,000.00 | 18.6x | -69x | 0.8x |
| Tue, 01 Aug 2023 | JP¥6.4t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.9x | -49.1x | 0.8x |
| Thu, 29 Jun 2023 | JP¥5.8t | JP¥7.9t | -JP¥142,362,483,000.00 | 20.6x | -41x | 0.7x |
-41x
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 | |
|---|---|---|---|---|---|
| 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 |