Narrative Update • Jul 16

The Broadline Retail is pretty flat in the last 7 days, but Pan Pacific International Holdings has stood out, gaining 4.9%. The past year has been better, since the industry has gained 20% in that time. 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 |
|---|---|---|---|---|---|---|
| Wed, 29 Jul 2026 | JP¥11.7t | JP¥10.3t | JP¥240.7b | 15.2x | 48.5x | 1.1x |
| Fri, 26 Jun 2026 | JP¥10.8t | JP¥10.4t | JP¥239.1b | 14.9x | 45.2x | 1x |
| Sun, 24 May 2026 | JP¥10.5t | JP¥10.2t | JP¥238.8b | 15.9x | 44x | 1x |
| Tue, 21 Apr 2026 | JP¥11.0t | JP¥10.1t | JP¥147.6b | 18.1x | 74.2x | 1.1x |
| Thu, 19 Mar 2026 | JP¥10.9t | JP¥10.0t | JP¥207.1b | 16.8x | 52.4x | 1.1x |
| Sat, 14 Feb 2026 | JP¥11.1t | JP¥9.9t | JP¥218.5b | 17.8x | 50.6x | 1.1x |
| Mon, 12 Jan 2026 | JP¥10.3t | JP¥10.0t | JP¥216.9b | 16.8x | 47.5x | 1x |
| Wed, 10 Dec 2025 | JP¥10.1t | JP¥10.0t | JP¥216.4b | 16.2x | 46.7x | 1x |
| Fri, 07 Nov 2025 | JP¥10.4t | JP¥9.9t | JP¥158.9b | 15.8x | 65.5x | 1x |
| Sun, 05 Oct 2025 | JP¥10.0t | JP¥9.7t | JP¥148.5b | 18.1x | 67.1x | 1x |
| Tue, 02 Sep 2025 | JP¥10.5t | JP¥9.8t | JP¥151.0b | 17.9x | 69.3x | 1.1x |
| Thu, 31 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 18.5x | 63x | 1x |
| Sat, 28 Jun 2025 | JP¥9.8t | JP¥9.7t | JP¥163.3b | 17.1x | 60.1x | 1x |
| Mon, 26 May 2025 | JP¥9.2t | JP¥9.6t | JP¥163.1b | 18x | 56.4x | 1x |
| Wed, 23 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 17.9x | 40.8x | 0.9x |
| Fri, 21 Mar 2025 | JP¥8.8t | JP¥9.5t | JP¥206.7b | 16.8x | 42.3x | 0.9x |
| Sun, 16 Feb 2025 | JP¥9.2t | JP¥9.5t | JP¥215.3b | 17.6x | 42.8x | 1x |
| Tue, 14 Jan 2025 | JP¥8.7t | JP¥9.2t | JP¥76.3b | 16.3x | 114.5x | 0.9x |
| Thu, 12 Dec 2024 | JP¥8.7t | JP¥9.3t | JP¥78.2b | 14.6x | 111.1x | 0.9x |
| Sat, 09 Nov 2024 | JP¥8.1t | JP¥9.2t | JP¥87.3b | 13.6x | 93.3x | 0.9x |
| Mon, 07 Oct 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.6x | 113x | 0.9x |
| Wed, 04 Sep 2024 | JP¥8.7t | JP¥9.1t | JP¥72.6b | 15.5x | 120x | 1x |
| Fri, 02 Aug 2024 | JP¥8.3t | JP¥9.1t | JP¥41.2b | 17.4x | 201x | 0.9x |
| Sun, 30 Jun 2024 | JP¥8.3t | JP¥9.0t | JP¥25.0b | 19.5x | 334.4x | 0.9x |
| Tue, 28 May 2024 | JP¥8.2t | JP¥8.9t | JP¥27.0b | 17.5x | 304.2x | 0.9x |
| Thu, 25 Apr 2024 | JP¥7.8t | JP¥8.8t | -JP¥33,679,286,000.00 | 17.3x | -231.2x | 0.9x |
| Sat, 23 Mar 2024 | JP¥8.2t | JP¥8.3t | -JP¥54,916,286,000.00 | 20.3x | -149.5x | 1x |
| Mon, 19 Feb 2024 | JP¥7.5t | JP¥8.3t | -JP¥63,789,286,000.00 | 19.1x | -117.3x | 0.9x |
| Wed, 17 Jan 2024 | JP¥6.9t | JP¥8.2t | -JP¥59,681,286,000.00 | 17x | -116.4x | 0.8x |
| Fri, 15 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,981,999,000.00 | 20.2x | -97.6x | 0.8x |
| Sun, 12 Nov 2023 | JP¥6.6t | JP¥8.2t | -JP¥74,912,286,000.00 | 18.9x | -88.3x | 0.8x |
| Tue, 10 Oct 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.5x | -68x | 0.8x |
| Thu, 07 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,516,534,000.00 | 18.5x | -70.3x | 0.8x |
| Sat, 05 Aug 2023 | JP¥6.5t | JP¥8.0t | -JP¥131,072,286,000.00 | 18.6x | -49.4x | 0.8x |
-49.4x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -1.75% | |
| Consumer Discretionary | 1.20% | |
| General Merchandise and Department Stores | 0.096% | |
| Broadline Retail | 0.096% | |
| 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¥968.70 | 11.8% +JP¥306.1b | -2.9% | PE26.7x | |
| 7453 Ryohin Keikaku | JP¥4.42k | 6.2% +JP¥137.0b | 24.0% | PE35.7x | |
| 4755 Rakuten Group | JP¥837.70 | 6.0% +JP¥103.4b | 10.0% | PS0.7x | |
| 8273 Izumi | JP¥1.06k | 7.5% +JP¥15.5b | 0.9% | PE13x | |
| 4385 Mercari | JP¥4.49k | 1.7% +JP¥12.1b | 93.1% | PE21.9x |