Narrative Update • Jul 30

In the last week, the Broadline Retail industry is up 2.1%, with Pan Pacific International Holdings leading the way, up 4.6%. This means that the industry has gained 15% over the past year. 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, 03 Aug 2026 | JP¥11.4t | JP¥10.3t | JP¥242.3b | 15x | 47.2x | 1.1x |
| Wed, 01 Jul 2026 | JP¥11.0t | JP¥10.4t | JP¥239.1b | 15.5x | 46.2x | 1.1x |
| Fri, 29 May 2026 | JP¥10.4t | JP¥10.2t | JP¥238.8b | 15.9x | 43.6x | 1x |
| Sun, 26 Apr 2026 | JP¥10.5t | JP¥10.0t | JP¥147.6b | 17.5x | 71x | 1x |
| Tue, 24 Mar 2026 | JP¥10.2t | JP¥10.0t | JP¥207.1b | 16.1x | 49.5x | 1x |
| Thu, 19 Feb 2026 | JP¥11.0t | JP¥10.0t | JP¥206.7b | 18.3x | 53x | 1.1x |
| Sat, 17 Jan 2026 | JP¥10.4t | JP¥9.9t | JP¥224.0b | 16.1x | 46.5x | 1x |
| Mon, 15 Dec 2025 | JP¥10.2t | JP¥10.0t | JP¥216.4b | 15.8x | 47.1x | 1x |
| Wed, 12 Nov 2025 | JP¥10.7t | JP¥9.9t | JP¥161.0b | 16.3x | 66.4x | 1.1x |
| Fri, 10 Oct 2025 | JP¥10.1t | JP¥9.7t | JP¥148.5b | 17.9x | 68x | 1x |
| Sun, 07 Sep 2025 | JP¥10.6t | JP¥9.7t | JP¥149.7b | 17.4x | 70.5x | 1.1x |
| Tue, 05 Aug 2025 | JP¥10.1t | JP¥9.7t | JP¥155.4b | 18.6x | 64.8x | 1x |
| Thu, 03 Jul 2025 | JP¥9.7t | JP¥9.6t | JP¥156.6b | 17x | 62.1x | 1x |
| Sat, 31 May 2025 | JP¥9.3t | JP¥9.6t | JP¥163.1b | 17.3x | 57.2x | 1x |
| Mon, 28 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 17.9x | 41x | 0.9x |
| Wed, 26 Mar 2025 | JP¥8.9t | JP¥9.5t | JP¥206.7b | 16.9x | 43.2x | 0.9x |
| Fri, 21 Feb 2025 | JP¥8.9t | JP¥9.5t | JP¥215.5b | 17.5x | 41.1x | 0.9x |
| Sun, 19 Jan 2025 | JP¥8.6t | JP¥9.3t | JP¥78.4b | 18.4x | 110.1x | 0.9x |
| Tue, 17 Dec 2024 | JP¥8.8t | JP¥8.9t | JP¥59.0b | 16.6x | 149.8x | 1x |
| Thu, 14 Nov 2024 | JP¥8.2t | JP¥9.3t | JP¥81.8b | 14x | 100x | 0.9x |
| Sat, 12 Oct 2024 | JP¥8.4t | JP¥9.2t | JP¥84.3b | 13.8x | 99.7x | 0.9x |
| Mon, 09 Sep 2024 | JP¥8.2t | JP¥9.1t | JP¥72.6b | 15.2x | 112.4x | 0.9x |
| Wed, 07 Aug 2024 | JP¥7.4t | JP¥9.1t | JP¥41.4b | 15.9x | 179.1x | 0.8x |
| Fri, 05 Jul 2024 | JP¥8.8t | JP¥8.9t | JP¥34.2b | 20.7x | 256.3x | 1x |
| Sun, 02 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥27.0b | 17.6x | 311.7x | 0.9x |
| Tue, 30 Apr 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 17x | -225.1x | 0.9x |
| Thu, 28 Mar 2024 | JP¥8.3t | JP¥8.3t | -JP¥54,916,286,000.00 | 20.1x | -151.1x | 1x |
| Sat, 24 Feb 2024 | JP¥7.5t | JP¥8.3t | -JP¥63,720,286,000.00 | 19x | -117.7x | 0.9x |
| Mon, 22 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥59,681,286,000.00 | 17.1x | -116.5x | 0.8x |
| Wed, 20 Dec 2023 | JP¥6.7t | JP¥8.2t | -JP¥69,803,999,000.00 | 20.7x | -95.4x | 0.8x |
| Fri, 17 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥72,513,286,000.00 | 18.3x | -93.8x | 0.8x |
| Sun, 15 Oct 2023 | JP¥6.5t | JP¥8.1t | -JP¥98,290,286,000.00 | 19.7x | -66.4x | 0.8x |
| Tue, 12 Sep 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,475,534,000.00 | 18x | -69.7x | 0.8x |
| Thu, 10 Aug 2023 | JP¥6.6t | JP¥8.0t | -JP¥130,449,286,000.00 | 18.9x | -50.8x | 0.8x |
-50.8x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -0.42% | |
| Consumer Discretionary | 4.50% | |
| General Merchandise and Department Stores | 2.08% | |
| Broadline Retail | 2.08% | |
| 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¥902.20 | 4.6% +JP¥118.1b | -12.1% | PE24.8x | |
| 4755 Rakuten Group | JP¥833.60 | 6.1% +JP¥104.7b | 5.9% | PS0.7x | |
| 8237 Matsuya | JP¥1.92k | 13.7% +JP¥11.8b | 66.8% | PE41.9x | |
| 8233 Takashimaya Company | JP¥2.28k | 1.8% +JP¥11.6b | 91.0% | PS1.6x | |
| 3086 J. Front Retailing | JP¥2.98k | 1.5% +JP¥10.8b | 43.9% | PE26.5x |