Narrative Update • Jun 03

Over the last 7 days, the Broadline Retail industry has dropped 1.3%, driven by a pullback from Ryohin Keikaku of 9.7%. Over the past 12 months, the industry was up 11%. 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 |
|---|---|---|---|---|---|---|
| Sat, 06 Jun 2026 | JP¥10.3t | JP¥10.3t | JP¥238.8b | 16.1x | 43.2x | 1x |
| Mon, 04 May 2026 | JP¥10.3t | JP¥10.0t | JP¥147.6b | 18x | 69.6x | 1x |
| Wed, 01 Apr 2026 | JP¥10.3t | JP¥10.0t | JP¥197.3b | 16.7x | 52.1x | 1x |
| Fri, 27 Feb 2026 | JP¥11.0t | JP¥10.0t | JP¥206.7b | 18.1x | 53.1x | 1.1x |
| Sun, 25 Jan 2026 | JP¥10.4t | JP¥9.9t | JP¥224.0b | 16.2x | 46.4x | 1x |
| Tue, 23 Dec 2025 | JP¥10.2t | JP¥10.0t | JP¥216.8b | 16.7x | 47x | 1x |
| Thu, 20 Nov 2025 | JP¥9.8t | JP¥10.0t | JP¥216.2b | 15.6x | 45.3x | 1x |
| Sat, 18 Oct 2025 | JP¥10.1t | JP¥9.9t | JP¥150.3b | 17.1x | 67.3x | 1x |
| Mon, 15 Sep 2025 | JP¥10.7t | JP¥9.7t | JP¥149.7b | 18.2x | 71.7x | 1.1x |
| Wed, 13 Aug 2025 | JP¥10.5t | JP¥9.7t | JP¥151.8b | 17.9x | 69.1x | 1.1x |
| Fri, 11 Jul 2025 | JP¥9.9t | JP¥9.6t | JP¥156.6b | 16.8x | 63.1x | 1x |
| Sun, 08 Jun 2025 | JP¥9.5t | JP¥9.7t | JP¥163.1b | 16.9x | 58.1x | 1x |
| Tue, 06 May 2025 | JP¥8.8t | JP¥9.5t | JP¥209.2b | 17.9x | 42x | 0.9x |
| Thu, 03 Apr 2025 | JP¥8.4t | JP¥9.5t | JP¥206.7b | 16.7x | 40.7x | 0.9x |
| Sat, 01 Mar 2025 | JP¥8.7t | JP¥9.5t | JP¥215.5b | 16.8x | 40.4x | 0.9x |
| Mon, 27 Jan 2025 | JP¥8.8t | JP¥9.3t | JP¥78.4b | 17.7x | 111.9x | 0.9x |
| Wed, 25 Dec 2024 | JP¥8.6t | JP¥9.3t | JP¥77.3b | 15.7x | 111.3x | 0.9x |
| Fri, 22 Nov 2024 | JP¥8.1t | JP¥9.3t | JP¥80.0b | 14.1x | 100.7x | 0.9x |
| Sun, 20 Oct 2024 | JP¥8.2t | JP¥9.2t | JP¥87.0b | 13.7x | 94.8x | 0.9x |
| Tue, 17 Sep 2024 | JP¥8.3t | JP¥9.1t | JP¥72.4b | 15x | 114.4x | 0.9x |
| Thu, 15 Aug 2024 | JP¥8.0t | JP¥9.1t | JP¥70.4b | 14.8x | 113.5x | 0.9x |
| Sat, 13 Jul 2024 | JP¥9.0t | JP¥8.9t | JP¥33.8b | 18.6x | 266.3x | 1x |
| Mon, 10 Jun 2024 | JP¥8.5t | JP¥9.0t | JP¥27.0b | 19.4x | 314.6x | 0.9x |
| Wed, 08 May 2024 | JP¥7.8t | JP¥8.8t | -JP¥33,679,286,000.00 | 17.2x | -231.7x | 0.9x |
| Fri, 05 Apr 2024 | JP¥8.1t | JP¥8.3t | -JP¥55,348,286,000.00 | 18.7x | -145.9x | 1x |
| Sun, 03 Mar 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,799,286,000.00 | 18.6x | -119.1x | 0.9x |
| Tue, 30 Jan 2024 | JP¥6.9t | JP¥8.2t | -JP¥59,681,286,000.00 | 16.8x | -114.8x | 0.8x |
| Thu, 28 Dec 2023 | JP¥6.7t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.8x | -101.9x | 0.8x |
| Sat, 25 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,761,286,000.00 | 19.5x | -97.3x | 0.8x |
| Mon, 23 Oct 2023 | JP¥6.4t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.5x | -63.3x | 0.8x |
| Wed, 20 Sep 2023 | JP¥6.9t | JP¥8.1t | -JP¥96,719,534,000.00 | 18.9x | -71.1x | 0.9x |
| Fri, 18 Aug 2023 | JP¥6.6t | JP¥8.0t | -JP¥95,234,286,000.00 | 19.3x | -68.8x | 0.8x |
| Sun, 16 Jul 2023 | JP¥6.2t | JP¥8.0t | -JP¥131,417,483,000.00 | 18.3x | -47.4x | 0.8x |
| Tue, 13 Jun 2023 | JP¥6.0t | JP¥7.9t | -JP¥142,459,651,000.00 | 20.5x | -41.8x | 0.8x |
-41.8x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -0.18% | |
| Consumer Discretionary | -2.22% | |
| General Merchandise and Department Stores | -3.02% | |
| Broadline Retail | -3.02% | |
| 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¥3.53k | 3.9% +JP¥46.9b | 61.2% | PE16.2x | |
| 4755 Rakuten Group | JP¥757.70 | 1.7% +JP¥27.0b | -5.9% | PS0.6x | |
| 3086 J. Front Retailing | JP¥2.23k | 3.0% +JP¥16.3b | 11.1% | PE19.5x | |
| 8237 Matsuya | JP¥1.52k | 7.9% +JP¥5.6b | 41.9% | PE35.3x | |
| 8233 Takashimaya Company | JP¥2.00k | 0.6% +JP¥3.2b | 82.5% | PS1.2x |