Narrative Update • Jul 16

Over the last 7 days, the Broadline Retail industry has remained flat, although notably Pan Pacific International Holdings gained 11%. As for the the longer term, the industry is up 20% over the past 12 months. 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, 30 Jul 2026 | JP¥11.9t | JP¥10.3t | JP¥240.7b | 15x | 49.5x | 1.2x |
| Sat, 27 Jun 2026 | JP¥10.8t | JP¥10.4t | JP¥239.1b | 15.3x | 45x | 1x |
| Mon, 25 May 2026 | JP¥10.5t | JP¥10.2t | JP¥238.8b | 15.9x | 44x | 1x |
| Wed, 22 Apr 2026 | JP¥10.8t | JP¥10.0t | JP¥147.6b | 17.8x | 73.4x | 1.1x |
| Fri, 20 Mar 2026 | JP¥10.5t | JP¥10.0t | JP¥207.1b | 16.5x | 50.6x | 1x |
| Sun, 15 Feb 2026 | JP¥11.1t | JP¥10.0t | JP¥206.0b | 17.8x | 53.7x | 1.1x |
| Tue, 13 Jan 2026 | JP¥10.3t | JP¥10.0t | JP¥216.9b | 16.8x | 47.5x | 1x |
| Thu, 11 Dec 2025 | JP¥10.1t | JP¥10.0t | JP¥216.4b | 16.3x | 46.9x | 1x |
| Sat, 08 Nov 2025 | JP¥10.6t | JP¥9.9t | JP¥158.9b | 16x | 66.6x | 1.1x |
| Mon, 06 Oct 2025 | JP¥10.0t | JP¥9.7t | JP¥148.5b | 18.1x | 67.1x | 1x |
| Wed, 03 Sep 2025 | JP¥10.4t | JP¥9.7t | JP¥149.7b | 17.3x | 69.6x | 1.1x |
| Fri, 01 Aug 2025 | JP¥9.9t | JP¥9.7t | JP¥155.6b | 18.7x | 63.6x | 1x |
| Sun, 29 Jun 2025 | JP¥9.8t | JP¥9.7t | JP¥163.3b | 17.1x | 60.1x | 1x |
| Tue, 27 May 2025 | JP¥9.2t | JP¥9.6t | JP¥163.1b | 18.2x | 56.4x | 1x |
| Thu, 24 Apr 2025 | JP¥8.7t | JP¥9.5t | JP¥209.4b | 18.2x | 41.4x | 0.9x |
| Sat, 22 Mar 2025 | JP¥8.8t | JP¥9.5t | JP¥206.7b | 16.7x | 42.3x | 0.9x |
| Mon, 17 Feb 2025 | JP¥9.2t | JP¥9.5t | JP¥215.1b | 17.6x | 42.8x | 1x |
| Wed, 15 Jan 2025 | JP¥8.6t | JP¥9.2t | JP¥76.3b | 15.7x | 113.3x | 0.9x |
| Fri, 13 Dec 2024 | JP¥8.8t | JP¥9.3t | JP¥78.2b | 14.8x | 112.6x | 0.9x |
| Sun, 10 Nov 2024 | JP¥8.1t | JP¥9.2t | JP¥86.0b | 13.7x | 94.7x | 0.9x |
| Tue, 08 Oct 2024 | JP¥8.5t | JP¥9.2t | JP¥73.2b | 14.8x | 116.4x | 0.9x |
| Thu, 05 Sep 2024 | JP¥8.4t | JP¥9.1t | JP¥72.6b | 15.1x | 115.7x | 0.9x |
| Sat, 03 Aug 2024 | JP¥7.8t | JP¥9.1t | JP¥41.4b | 16.3x | 187.8x | 0.9x |
| Mon, 01 Jul 2024 | JP¥8.3t | JP¥8.9t | JP¥34.2b | 19.5x | 244.3x | 0.9x |
| Wed, 29 May 2024 | JP¥8.2t | JP¥8.9t | JP¥27.0b | 17.1x | 304.2x | 0.9x |
| Fri, 26 Apr 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 17x | -224.3x | 0.9x |
| Sun, 24 Mar 2024 | JP¥8.2t | JP¥8.3t | -JP¥54,945,286,000.00 | 19.8x | -149.4x | 1x |
| Tue, 20 Feb 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,720,286,000.00 | 19.6x | -119.7x | 0.9x |
| Thu, 18 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥59,681,286,000.00 | 17.2x | -116.6x | 0.8x |
| Sat, 16 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,981,999,000.00 | 20x | -96.6x | 0.8x |
| Mon, 13 Nov 2023 | JP¥6.6t | JP¥8.2t | -JP¥74,912,286,000.00 | 18.9x | -88.3x | 0.8x |
| Wed, 11 Oct 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,720,286,000.00 | 19.7x | -69.1x | 0.8x |
| Fri, 08 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,516,534,000.00 | 18.4x | -70.4x | 0.8x |
| Sun, 06 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 | -2.05% | |
| Consumer Discretionary | 4.88% | |
| General Merchandise and Department Stores | 4.44% | |
| Broadline Retail | 4.44% | |
| 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¥938.40 | 9.6% +JP¥245.7b | -7.4% | PE25.8x | |
| 4755 Rakuten Group | JP¥837.80 | 5.0% +JP¥87.7b | 8.5% | PS0.7x | |
| 3086 J. Front Retailing | JP¥3.01k | 2.0% +JP¥14.2b | 46.8% | PE26.7x | |
| 8273 Izumi | JP¥1.04k | 6.0% +JP¥12.4b | -2.1% | PE12.8x | |
| 8233 Takashimaya Company | JP¥2.29k | 1.7% +JP¥11.3b | 96.6% | PS1.6x |