Narrative Update • Jul 10

In the last week, the Broadline Retail industry is up 4.6%, with Ryohin Keikaku up 13%. In the last 12 months, the industry was up 21%. 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 |
|---|---|---|---|---|---|---|
| Wed, 15 Jul 2026 | JP¥11.7t | JP¥10.3t | JP¥240.1b | 15x | 48.6x | 1.1x |
| Fri, 12 Jun 2026 | JP¥10.5t | JP¥10.3t | JP¥238.9b | 16x | 44.1x | 1x |
| Sun, 10 May 2026 | JP¥10.3t | JP¥10.0t | JP¥147.7b | 17.9x | 70x | 1x |
| Tue, 07 Apr 2026 | JP¥10.8t | JP¥10.0t | JP¥197.3b | 17.1x | 54.8x | 1.1x |
| Thu, 05 Mar 2026 | JP¥10.6t | JP¥10.0t | JP¥206.6b | 17.2x | 51.3x | 1.1x |
| Sat, 31 Jan 2026 | JP¥10.3t | JP¥9.9t | JP¥214.8b | 15.3x | 47.9x | 1x |
| Mon, 29 Dec 2025 | JP¥10.3t | JP¥10.0t | JP¥215.2b | 16.7x | 47.7x | 1x |
| Wed, 26 Nov 2025 | JP¥10.0t | JP¥10.0t | JP¥216.2b | 16x | 46.1x | 1x |
| Fri, 24 Oct 2025 | JP¥10.3t | JP¥9.9t | JP¥150.3b | 17.2x | 68.7x | 1x |
| Sun, 21 Sep 2025 | JP¥10.5t | JP¥9.7t | JP¥148.5b | 18.1x | 70.6x | 1.1x |
| Tue, 19 Aug 2025 | JP¥10.6t | JP¥9.7t | JP¥153.0b | 17.9x | 69.2x | 1.1x |
| Thu, 17 Jul 2025 | JP¥9.7t | JP¥9.7t | JP¥155.6b | 17.4x | 62.5x | 1x |
| Sat, 14 Jun 2025 | JP¥9.5t | JP¥9.7t | JP¥163.3b | 16.9x | 58.3x | 1x |
| Mon, 12 May 2025 | JP¥9.1t | JP¥9.5t | JP¥210.1b | 18x | 43.1x | 1x |
| Wed, 09 Apr 2025 | JP¥8.2t | JP¥9.5t | JP¥206.7b | 16.3x | 39.6x | 0.9x |
| Fri, 07 Mar 2025 | JP¥8.7t | JP¥9.5t | JP¥215.8b | 17x | 40.5x | 0.9x |
| Sun, 02 Feb 2025 | JP¥9.3t | JP¥9.3t | JP¥79.7b | 17.9x | 116.7x | 1x |
| Tue, 31 Dec 2024 | JP¥8.9t | JP¥9.3t | JP¥74.2b | 16.5x | 119.5x | 1x |
| Thu, 28 Nov 2024 | JP¥8.0t | JP¥9.3t | JP¥78.2b | 14x | 102.6x | 0.9x |
| Sat, 26 Oct 2024 | JP¥7.9t | JP¥9.2t | JP¥87.0b | 13.1x | 90.4x | 0.9x |
| Mon, 23 Sep 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.9x | 113.3x | 0.9x |
| Wed, 21 Aug 2024 | JP¥8.2t | JP¥9.1t | JP¥74.1b | 15.2x | 109.9x | 0.9x |
| Fri, 19 Jul 2024 | JP¥8.8t | JP¥9.0t | JP¥41.2b | 18.1x | 214.4x | 1x |
| Sun, 16 Jun 2024 | JP¥8.4t | JP¥9.0t | JP¥27.0b | 20.1x | 311.4x | 0.9x |
| Tue, 14 May 2024 | JP¥7.8t | JP¥8.8t | -JP¥32,132,000,000.00 | 18x | -241.2x | 0.9x |
| Thu, 11 Apr 2024 | JP¥8.2t | JP¥8.3t | -JP¥55,409,286,000.00 | 18.9x | -148.2x | 1x |
| Sat, 09 Mar 2024 | JP¥7.7t | JP¥8.3t | -JP¥63,798,146,000.00 | 19.6x | -120x | 0.9x |
| Mon, 05 Feb 2024 | JP¥7.0t | JP¥8.3t | -JP¥55,793,286,000.00 | 18x | -124.7x | 0.8x |
| Wed, 03 Jan 2024 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.5x | -104x | 0.8x |
| Fri, 01 Dec 2023 | JP¥6.7t | JP¥8.2t | -JP¥69,761,286,000.00 | 20.3x | -96.6x | 0.8x |
| Sun, 29 Oct 2023 | JP¥6.5t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.1x | -64.1x | 0.8x |
| Tue, 26 Sep 2023 | JP¥6.9t | JP¥8.1t | -JP¥96,720,286,000.00 | 18.6x | -71.1x | 0.9x |
| Thu, 24 Aug 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.8x | -68.1x | 0.8x |
| Sat, 22 Jul 2023 | JP¥6.3t | JP¥8.0t | -JP¥131,323,483,000.00 | 17.6x | -47.9x | 0.8x |
-47.9x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -0.68% | |
| Consumer Discretionary | -2.46% | |
| General Merchandise and Department Stores | 4.60% | |
| Broadline Retail | 4.60% | |
| 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 | |
|---|---|---|---|---|---|
| 7453 Ryohin Keikaku | JP¥4.17k | 9.3% +JP¥188.3b | 23.7% | PE33.6x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥4.03k | 5.7% +JP¥76.0b | 89.8% | PE18.4x | |
| 8233 Takashimaya Company | JP¥2.39k | 2.8% +JP¥19.3b | 115.5% | PS1.7x | |
| 4755 Rakuten Group | JP¥810.10 | 0.9% +JP¥15.9b | 3.2% | PS0.7x | |
| 3086 J. Front Retailing | JP¥3.22k | 0.8% +JP¥6.6b | 61.8% | PE28.6x |