Narrative Update • Jun 03

Over the last 7 days, the Broadline Retail industry has dropped 2.2%, driven by Rakuten Group declining 5.2%. This takes the industry's 12 month performance to a gain of 10%. 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, 10 Jun 2026 | JP¥10.3t | JP¥10.3t | JP¥238.9b | 15.9x | 43.1x | 1x |
| Fri, 08 May 2026 | JP¥10.3t | JP¥10.0t | JP¥147.7b | 18x | 69.5x | 1x |
| Sun, 05 Apr 2026 | JP¥10.6t | JP¥10.0t | JP¥197.3b | 17x | 53.5x | 1.1x |
| Tue, 03 Mar 2026 | JP¥11.1t | JP¥10.0t | JP¥206.6b | 18.5x | 53.9x | 1.1x |
| Thu, 29 Jan 2026 | JP¥10.2t | JP¥9.9t | JP¥224.0b | 15.3x | 45.7x | 1x |
| Sat, 27 Dec 2025 | JP¥10.3t | JP¥10.0t | JP¥216.8b | 16.7x | 47.4x | 1x |
| Mon, 24 Nov 2025 | JP¥10.0t | JP¥10.0t | JP¥216.2b | 16x | 46x | 1x |
| Wed, 22 Oct 2025 | JP¥10.2t | JP¥9.9t | JP¥150.3b | 17x | 67.6x | 1x |
| Fri, 19 Sep 2025 | JP¥10.7t | JP¥9.7t | JP¥148.5b | 18.4x | 71.7x | 1.1x |
| Sun, 17 Aug 2025 | JP¥10.4t | JP¥9.7t | JP¥153.0b | 17.7x | 67.8x | 1.1x |
| Tue, 15 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 17.2x | 63x | 1x |
| Thu, 12 Jun 2025 | JP¥9.7t | JP¥9.7t | JP¥163.1b | 17x | 59.3x | 1x |
| Sat, 10 May 2025 | JP¥9.1t | JP¥9.5t | JP¥209.7b | 18.3x | 43.2x | 1x |
| Mon, 07 Apr 2025 | JP¥8.3t | JP¥9.5t | JP¥206.7b | 16.2x | 40x | 0.9x |
| Wed, 05 Mar 2025 | JP¥8.6t | JP¥9.5t | JP¥215.8b | 16.9x | 40x | 0.9x |
| Fri, 31 Jan 2025 | JP¥9.4t | JP¥9.3t | JP¥78.4b | 18x | 119.8x | 1x |
| Sun, 29 Dec 2024 | JP¥9.0t | JP¥9.3t | JP¥74.2b | 16.5x | 120.6x | 1x |
| Tue, 26 Nov 2024 | JP¥8.1t | JP¥9.3t | JP¥80.0b | 14.2x | 101.2x | 0.9x |
| Thu, 24 Oct 2024 | JP¥8.0t | JP¥9.2t | JP¥87.0b | 13.2x | 92.2x | 0.9x |
| Sat, 21 Sep 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.9x | 113.3x | 0.9x |
| Mon, 19 Aug 2024 | JP¥8.2t | JP¥9.1t | JP¥70.4b | 15.5x | 116.9x | 0.9x |
| Wed, 17 Jul 2024 | JP¥9.0t | JP¥9.0t | JP¥41.2b | 18.4x | 218.3x | 1x |
| Fri, 14 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥27.0b | 19.8x | 309.3x | 0.9x |
| Sun, 12 May 2024 | JP¥7.8t | JP¥8.8t | -JP¥33,604,000,000.00 | 17.9x | -232.9x | 0.9x |
| Tue, 09 Apr 2024 | JP¥8.2t | JP¥8.3t | -JP¥55,348,286,000.00 | 18.6x | -147.9x | 1x |
| Thu, 07 Mar 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,799,286,000.00 | 19.7x | -119.9x | 0.9x |
| Sat, 03 Feb 2024 | JP¥7.0t | JP¥8.2t | -JP¥60,240,286,000.00 | 18x | -115.5x | 0.8x |
| Mon, 01 Jan 2024 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.5x | -104x | 0.8x |
| Wed, 29 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,761,286,000.00 | 20.1x | -98x | 0.8x |
| Fri, 27 Oct 2023 | JP¥6.4t | JP¥8.1t | -JP¥101,214,286,000.00 | 18.7x | -62.8x | 0.8x |
| Sun, 24 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,720,286,000.00 | 18.1x | -70.1x | 0.8x |
| Tue, 22 Aug 2023 | JP¥6.4t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.9x | -66.6x | 0.8x |
| Thu, 20 Jul 2023 | JP¥6.3t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.8x | -47.7x | 0.8x |
| Sat, 17 Jun 2023 | JP¥6.0t | JP¥7.9t | -JP¥142,362,483,000.00 | 19.9x | -41.9x | 0.8x |
-41.9x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -0.98% | |
| Consumer Discretionary | -1.04% | |
| General Merchandise and Department Stores | -2.22% | |
| Broadline Retail | -2.22% | |
| 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¥849.00 | 3.0% +JP¥72.9b | -10.5% | PE23.4x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥3.61k | 3.2% +JP¥39.2b | 53.2% | PE16.6x | |
| 3086 J. Front Retailing | JP¥2.34k | 4.7% +JP¥26.0b | 15.2% | PE20.4x | |
| 8273 Izumi | JP¥930.00 | 3.2% +JP¥6.1b | -15.0% | PE11.6x | |
| 3093 Treasure FactoryLTD | JP¥1.96k | 7.9% +JP¥3.4b | 4.3% | PE14.5x |