Narrative Update • Jun 03

In the last week, the Broadline Retail industry is up 1.5%, with Rakuten Group leading the way, up 4.0%. This means that the industry has gained 11% over the past year. 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 |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | JP¥10.5t | JP¥10.4t | JP¥239.1b | 15.3x | 43.8x | 1x |
| Sat, 16 May 2026 | JP¥10.4t | JP¥10.2t | JP¥237.1b | 16.1x | 43.8x | 1x |
| Mon, 13 Apr 2026 | JP¥10.7t | JP¥10.0t | JP¥192.8b | 18.5x | 55.6x | 1.1x |
| Wed, 11 Mar 2026 | JP¥10.9t | JP¥10.0t | JP¥206.9b | 17.2x | 52.6x | 1.1x |
| Fri, 06 Feb 2026 | JP¥10.8t | JP¥9.9t | JP¥216.5b | 17.5x | 49.8x | 1.1x |
| Sun, 04 Jan 2026 | JP¥10.1t | JP¥10.0t | JP¥215.2b | 16.6x | 47x | 1x |
| Tue, 02 Dec 2025 | JP¥10.1t | JP¥10.0t | JP¥216.3b | 15.2x | 46.9x | 1x |
| Thu, 30 Oct 2025 | JP¥9.9t | JP¥9.9t | JP¥150.3b | 16.5x | 65.9x | 1x |
| Sat, 27 Sep 2025 | JP¥10.6t | JP¥9.7t | JP¥148.5b | 18.2x | 71.1x | 1.1x |
| Mon, 25 Aug 2025 | JP¥10.7t | JP¥9.8t | JP¥151.0b | 18.4x | 70.9x | 1.1x |
| Wed, 23 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 17.7x | 63x | 1x |
| Fri, 20 Jun 2025 | JP¥9.8t | JP¥9.7t | JP¥163.3b | 17.5x | 60x | 1x |
| Sun, 18 May 2025 | JP¥9.2t | JP¥9.6t | JP¥161.6b | 18.4x | 57x | 1x |
| Tue, 15 Apr 2025 | JP¥8.4t | JP¥9.5t | JP¥213.6b | 16x | 39.4x | 0.9x |
| Thu, 13 Mar 2025 | JP¥8.6t | JP¥9.5t | JP¥215.8b | 16.6x | 39.9x | 0.9x |
| Sat, 08 Feb 2025 | JP¥9.2t | JP¥9.3t | JP¥86.9b | 17.7x | 105.7x | 1x |
| Mon, 06 Jan 2025 | JP¥8.9t | JP¥9.3t | JP¥74.2b | 16.5x | 119.5x | 1x |
| Wed, 04 Dec 2024 | JP¥8.2t | JP¥9.3t | JP¥78.2b | 14.3x | 104.2x | 0.9x |
| Fri, 01 Nov 2024 | JP¥8.2t | JP¥9.2t | JP¥87.0b | 13.6x | 93.9x | 0.9x |
| Sun, 29 Sep 2024 | JP¥8.6t | JP¥9.2t | JP¥73.2b | 14.7x | 118x | 0.9x |
| Tue, 27 Aug 2024 | JP¥8.2t | JP¥9.1t | JP¥74.1b | 15.4x | 110.5x | 0.9x |
| Thu, 25 Jul 2024 | JP¥8.9t | JP¥9.1t | JP¥41.2b | 18.1x | 215.8x | 1x |
| Sat, 22 Jun 2024 | JP¥8.2t | JP¥9.0t | JP¥26.9b | 18.9x | 303.5x | 0.9x |
| Mon, 20 May 2024 | JP¥8.0t | JP¥8.9t | JP¥27.0b | 17.8x | 294.7x | 0.9x |
| Wed, 17 Apr 2024 | JP¥8.1t | JP¥8.8t | -JP¥33,679,286,000.00 | 16.2x | -241.1x | 0.9x |
| Fri, 15 Mar 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,798,146,000.00 | 19.1x | -119.8x | 0.9x |
| Sun, 11 Feb 2024 | JP¥7.0t | JP¥8.3t | -JP¥56,166,286,000.00 | 19.1x | -125.3x | 0.9x |
| Tue, 09 Jan 2024 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.6x | -103.6x | 0.8x |
| Thu, 07 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,923,999,000.00 | 21.1x | -97.9x | 0.8x |
| Sat, 04 Nov 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,262,286,000.00 | 19.5x | -64.3x | 0.8x |
| Mon, 02 Oct 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.7x | -70.8x | 0.9x |
| Wed, 30 Aug 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.5x | -68.3x | 0.8x |
| Fri, 28 Jul 2023 | JP¥6.3t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.6x | -48.3x | 0.8x |
| Sun, 25 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 | 2.89% | |
| Consumer Discretionary | 0.87% | |
| General Merchandise and Department Stores | 1.53% | |
| Broadline Retail | 1.53% | |
| 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 | |
|---|---|---|---|---|---|
| 4755 Rakuten Group | JP¥752.30 | 4.1% +JP¥64.8b | -8.5% | PS0.6x | |
| 8233 Takashimaya Company | JP¥2.22k | 10.2% +JP¥60.1b | 101.6% | PS1.3x | |
| 4385 Mercari | JP¥3.94k | 7.0% +JP¥42.3b | 40.2% | PE19.2x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥3.70k | 2.4% +JP¥29.8b | 63.9% | PE17x | |
| 3086 J. Front Retailing | JP¥2.38k | 1.9% +JP¥11.1b | 15.6% | PE20.8x |