Narrative Update • Jul 30

Over the last 7 days, the Broadline Retail industry has risen 2.1%, driven by gains in Pan Pacific International Holdings and Rakuten Group of 4.6% and 6.1%, respectively. This takes the industry's 12 month performance to a gain of 15%. 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 |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | JP¥11.4t | JP¥10.3t | JP¥242.3b | 15.3x | 47x | 1.1x |
| Thu, 02 Jul 2026 | JP¥10.7t | JP¥10.3t | JP¥243.1b | 15.1x | 44x | 1x |
| Sat, 30 May 2026 | JP¥10.6t | JP¥10.2t | JP¥238.8b | 16.2x | 44.6x | 1x |
| Mon, 27 Apr 2026 | JP¥10.5t | JP¥10.0t | JP¥147.6b | 17.5x | 71x | 1x |
| Wed, 25 Mar 2026 | JP¥10.3t | JP¥10.0t | JP¥207.1b | 16.3x | 49.9x | 1x |
| Fri, 20 Feb 2026 | JP¥11.1t | JP¥10.0t | JP¥206.7b | 17.8x | 53.8x | 1.1x |
| Sun, 18 Jan 2026 | JP¥10.4t | JP¥9.9t | JP¥224.0b | 16.1x | 46.5x | 1x |
| Tue, 16 Dec 2025 | JP¥10.3t | JP¥10.0t | JP¥216.4b | 15.9x | 47.6x | 1x |
| Thu, 13 Nov 2025 | JP¥10.6t | JP¥9.9t | JP¥161.0b | 16.5x | 66x | 1.1x |
| Sat, 11 Oct 2025 | JP¥10.1t | JP¥9.7t | JP¥147.2b | 17.7x | 68.8x | 1x |
| Mon, 08 Sep 2025 | JP¥10.6t | JP¥9.7t | JP¥149.7b | 17.4x | 70.5x | 1.1x |
| Wed, 06 Aug 2025 | JP¥10.0t | JP¥9.7t | JP¥155.4b | 18.6x | 64.4x | 1x |
| Fri, 04 Jul 2025 | JP¥9.6t | JP¥9.6t | JP¥156.6b | 17.1x | 61.5x | 1x |
| Sun, 01 Jun 2025 | JP¥9.3t | JP¥9.6t | JP¥163.1b | 17.3x | 57.2x | 1x |
| Tue, 29 Apr 2025 | JP¥8.8t | JP¥9.5t | JP¥209.4b | 18.4x | 41.8x | 0.9x |
| Thu, 27 Mar 2025 | JP¥8.9t | JP¥9.5t | JP¥206.7b | 17.1x | 43.2x | 0.9x |
| Sat, 22 Feb 2025 | JP¥8.9t | JP¥9.5t | JP¥215.5b | 17.7x | 41.5x | 0.9x |
| Mon, 20 Jan 2025 | JP¥8.6t | JP¥9.3t | JP¥78.4b | 18.4x | 110.1x | 0.9x |
| Wed, 18 Dec 2024 | JP¥8.9t | JP¥9.3t | JP¥77.3b | 15.7x | 114.7x | 1x |
| Fri, 15 Nov 2024 | JP¥8.1t | JP¥9.3t | JP¥75.9b | 14.1x | 106.4x | 0.9x |
| Sun, 13 Oct 2024 | JP¥8.4t | JP¥9.2t | JP¥84.5b | 13.8x | 99.5x | 0.9x |
| Tue, 10 Sep 2024 | JP¥8.2t | JP¥9.1t | JP¥72.6b | 15.4x | 113.6x | 0.9x |
| Thu, 08 Aug 2024 | JP¥7.6t | JP¥9.1t | JP¥41.4b | 16.4x | 183.7x | 0.8x |
| Sat, 06 Jul 2024 | JP¥9.0t | JP¥8.9t | JP¥34.5b | 20.7x | 260.3x | 1x |
| Mon, 03 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥27.0b | 17.6x | 311.7x | 0.9x |
| Wed, 01 May 2024 | JP¥7.7t | JP¥8.8t | -JP¥33,679,286,000.00 | 17.2x | -227.2x | 0.9x |
| Fri, 29 Mar 2024 | JP¥8.2t | JP¥8.3t | -JP¥54,916,286,000.00 | 20x | -149.4x | 1x |
| Sun, 25 Feb 2024 | JP¥7.5t | JP¥8.3t | -JP¥63,720,286,000.00 | 19x | -117.7x | 0.9x |
| Tue, 23 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥59,681,286,000.00 | 17.3x | -117.2x | 0.8x |
| Thu, 21 Dec 2023 | JP¥6.7t | JP¥8.2t | -JP¥69,803,999,000.00 | 20.8x | -96.3x | 0.8x |
| Sat, 18 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥72,513,286,000.00 | 17.4x | -93.3x | 0.8x |
| Mon, 16 Oct 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.7x | -64.5x | 0.8x |
| Wed, 13 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,475,534,000.00 | 18x | -71x | 0.9x |
| Fri, 11 Aug 2023 | JP¥6.8t | JP¥8.0t | -JP¥130,449,286,000.00 | 18.9x | -51.8x | 0.8x |
-51.8x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -2.54% | |
| Consumer Discretionary | -0.04% | |
| General Merchandise and Department Stores | -1.32% | |
| Broadline Retail | -1.32% | |
| 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 | |
|---|---|---|---|---|---|
| 4755 Rakuten Group | JP¥841.80 | 3.3% +JP¥58.5b | 10.7% | PS0.7x | |
| 2782 Seria | JP¥4.20k | 10.8% +JP¥25.7b | 42.2% | PE16.3x | |
| 7532 Pan Pacific International Holdings | JP¥896.60 | 0.3% +JP¥7.8b | -13.4% | PE24.7x | |
| 8237 Matsuya | JP¥1.90k | 6.9% +JP¥6.2b | 62.4% | PE41.4x | |
| 2678 ASKUL | JP¥1.27k | 1.0% +JP¥1.1b | -18.1% | PS0.3x |