Narrative Update • Jul 16

Over the last 7 days, the Broadline Retail industry has dropped 4.0%, driven by a pullback from Isetan Mitsukoshi Holdings of 5.3%. In the past year, the industry has gained 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 |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | JP¥11.5t | JP¥10.3t | JP¥240.7b | 15.4x | 48x | 1.1x |
| Thu, 25 Jun 2026 | JP¥10.6t | JP¥10.4t | JP¥239.1b | 14.5x | 44.3x | 1x |
| Sat, 23 May 2026 | JP¥10.5t | JP¥10.2t | JP¥238.8b | 15.9x | 44x | 1x |
| Mon, 20 Apr 2026 | JP¥11.0t | JP¥10.1t | JP¥147.6b | 18.1x | 74.5x | 1.1x |
| Wed, 18 Mar 2026 | JP¥10.7t | JP¥10.0t | JP¥207.1b | 16.8x | 51.8x | 1.1x |
| Fri, 13 Feb 2026 | JP¥11.4t | JP¥9.9t | JP¥218.5b | 18.1x | 52.2x | 1.2x |
| Sun, 11 Jan 2026 | JP¥10.3t | JP¥10.0t | JP¥216.9b | 16.8x | 47.5x | 1x |
| Tue, 09 Dec 2025 | JP¥10.1t | JP¥10.0t | JP¥216.4b | 16.1x | 46.6x | 1x |
| Thu, 06 Nov 2025 | JP¥10.4t | JP¥9.9t | JP¥158.9b | 15.9x | 65.3x | 1x |
| Sat, 04 Oct 2025 | JP¥10.0t | JP¥9.7t | JP¥148.5b | 18.1x | 67.1x | 1x |
| Mon, 01 Sep 2025 | JP¥10.4t | JP¥9.8t | JP¥151.0b | 18.7x | 69.1x | 1.1x |
| Wed, 30 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 18.6x | 63.2x | 1x |
| Fri, 27 Jun 2025 | JP¥9.7t | JP¥9.7t | JP¥163.3b | 17.1x | 59.6x | 1x |
| Sun, 25 May 2025 | JP¥9.2t | JP¥9.6t | JP¥163.1b | 18x | 56.4x | 1x |
| Tue, 22 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 18.2x | 41.2x | 0.9x |
| Thu, 20 Mar 2025 | JP¥8.8t | JP¥9.5t | JP¥206.7b | 16.8x | 42.3x | 0.9x |
| Sat, 15 Feb 2025 | JP¥9.2t | JP¥9.3t | JP¥87.2b | 17.6x | 105.6x | 1x |
| Mon, 13 Jan 2025 | JP¥8.7t | JP¥9.2t | JP¥76.3b | 16.3x | 114.5x | 0.9x |
| Wed, 11 Dec 2024 | JP¥8.5t | JP¥9.3t | JP¥78.2b | 14.6x | 108.8x | 0.9x |
| Fri, 08 Nov 2024 | JP¥8.2t | JP¥9.2t | JP¥87.3b | 13.7x | 93.6x | 0.9x |
| Sun, 06 Oct 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.6x | 113x | 0.9x |
| Tue, 03 Sep 2024 | JP¥8.5t | JP¥9.1t | JP¥72.6b | 15.4x | 116.9x | 0.9x |
| Thu, 01 Aug 2024 | JP¥8.8t | JP¥9.1t | JP¥41.2b | 18.3x | 213.2x | 1x |
| Sat, 29 Jun 2024 | JP¥8.3t | JP¥9.0t | JP¥25.0b | 19.5x | 334.4x | 0.9x |
| Mon, 27 May 2024 | JP¥8.1t | JP¥8.9t | JP¥27.0b | 17.4x | 298.7x | 0.9x |
| Wed, 24 Apr 2024 | JP¥7.7t | JP¥8.8t | -JP¥33,679,286,000.00 | 17.4x | -228.5x | 0.9x |
| Fri, 22 Mar 2024 | JP¥8.2t | JP¥8.3t | -JP¥54,916,286,000.00 | 20.1x | -149.5x | 1x |
| Sun, 18 Feb 2024 | JP¥7.5t | JP¥8.3t | -JP¥63,789,286,000.00 | 19.1x | -117.3x | 0.9x |
| Tue, 16 Jan 2024 | JP¥7.1t | JP¥8.2t | -JP¥59,545,286,000.00 | 18.8x | -118.7x | 0.9x |
| Thu, 14 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,981,999,000.00 | 20.6x | -97.6x | 0.8x |
| Sat, 11 Nov 2023 | JP¥6.6t | JP¥8.1t | -JP¥100,029,286,000.00 | 19.3x | -66.1x | 0.8x |
| Mon, 09 Oct 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.5x | -68x | 0.8x |
| Wed, 06 Sep 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,516,534,000.00 | 18.6x | -69.6x | 0.8x |
| Fri, 04 Aug 2023 | JP¥6.4t | JP¥8.0t | -JP¥132,225,286,000.00 | 18.5x | -48.2x | 0.8x |
-48.2x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | 3.42% | |
| Consumer Discretionary | 1.70% | |
| General Merchandise and Department Stores | -1.09% | |
| Broadline Retail | -1.09% | |
| 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 | |
|---|---|---|---|---|---|
| 7532 Pan Pacific International Holdings | JP¥926.30 | 5.2% +JP¥135.7b | -6.2% | PE25.5x | |
| 4755 Rakuten Group | JP¥829.90 | 3.5% +JP¥60.9b | 7.8% | PS0.7x | |
| 7453 Ryohin Keikaku | JP¥4.30k | 1.3% +JP¥28.7b | 17.2% | PE34.7x | |
| 2782 Seria | JP¥3.85k | 2.5% +JP¥6.0b | 34.6% | PE16.4x | |
| 8273 Izumi | JP¥1.03k | 2.8% +JP¥5.9b | -2.2% | PE12.6x |