Narrative Update • Jul 10

In the last week, the Broadline Retail industry is up 2.0%, with Pan Pacific International Holdings leading the way, up 3.9%. In the last 12 months, the industry was up 14%. 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 |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | JP¥11.1t | JP¥10.3t | JP¥231.3b | 15.5x | 48.2x | 1.1x |
| Mon, 08 Jun 2026 | JP¥10.3t | JP¥10.3t | JP¥238.8b | 16.1x | 43.2x | 1x |
| Wed, 06 May 2026 | JP¥10.3t | JP¥10.0t | JP¥147.6b | 18x | 69.6x | 1x |
| Fri, 03 Apr 2026 | JP¥10.4t | JP¥10.0t | JP¥197.3b | 16.9x | 52.5x | 1x |
| Sun, 01 Mar 2026 | JP¥11.1t | JP¥10.0t | JP¥206.6b | 18.5x | 53.9x | 1.1x |
| Tue, 27 Jan 2026 | JP¥10.4t | JP¥9.9t | JP¥224.0b | 15.9x | 46.4x | 1x |
| Thu, 25 Dec 2025 | JP¥10.2t | JP¥10.0t | JP¥216.8b | 16.7x | 47.3x | 1x |
| Sat, 22 Nov 2025 | JP¥10.0t | JP¥10.0t | JP¥216.2b | 16x | 46x | 1x |
| Mon, 20 Oct 2025 | JP¥10.1t | JP¥9.9t | JP¥150.3b | 17.1x | 67.3x | 1x |
| Wed, 17 Sep 2025 | JP¥10.6t | JP¥9.7t | JP¥149.7b | 18.2x | 71.1x | 1.1x |
| Fri, 15 Aug 2025 | JP¥10.3t | JP¥9.7t | JP¥151.8b | 17.7x | 67.7x | 1.1x |
| Sun, 13 Jul 2025 | JP¥9.9t | JP¥9.6t | JP¥156.6b | 16.8x | 62.9x | 1x |
| Tue, 10 Jun 2025 | JP¥9.5t | JP¥9.7t | JP¥163.1b | 16.9x | 58x | 1x |
| Thu, 08 May 2025 | JP¥8.9t | JP¥9.5t | JP¥209.2b | 18.1x | 42.7x | 0.9x |
| Sat, 05 Apr 2025 | JP¥8.3t | JP¥9.5t | JP¥206.7b | 16.2x | 40x | 0.9x |
| Mon, 03 Mar 2025 | JP¥8.7t | JP¥9.5t | JP¥215.8b | 16.8x | 40.3x | 0.9x |
| Wed, 29 Jan 2025 | JP¥9.1t | JP¥9.3t | JP¥78.4b | 18.1x | 116.4x | 1x |
| Fri, 27 Dec 2024 | JP¥8.5t | JP¥9.3t | JP¥74.2b | 16.5x | 115x | 0.9x |
| Sun, 24 Nov 2024 | JP¥8.0t | JP¥9.3t | JP¥80.0b | 14.1x | 100.5x | 0.9x |
| Tue, 22 Oct 2024 | JP¥8.2t | JP¥9.2t | JP¥87.0b | 13.3x | 94.7x | 0.9x |
| Thu, 19 Sep 2024 | JP¥8.2t | JP¥9.2t | JP¥73.2b | 14.8x | 111.5x | 0.9x |
| Sat, 17 Aug 2024 | JP¥8.2t | JP¥9.1t | JP¥70.4b | 15.5x | 116.9x | 0.9x |
| Mon, 15 Jul 2024 | JP¥9.0t | JP¥8.9t | JP¥33.7b | 18.6x | 267.2x | 1x |
| Wed, 12 Jun 2024 | JP¥8.5t | JP¥9.0t | JP¥27.0b | 19.6x | 316.2x | 1x |
| Fri, 10 May 2024 | JP¥7.7t | JP¥8.8t | -JP¥33,896,286,000.00 | 17.2x | -227x | 0.9x |
| Sun, 07 Apr 2024 | JP¥8.1t | JP¥8.3t | -JP¥55,348,286,000.00 | 18.5x | -146.1x | 1x |
| Tue, 05 Mar 2024 | JP¥7.7t | JP¥8.3t | -JP¥63,799,286,000.00 | 19.2x | -120.3x | 0.9x |
| Thu, 01 Feb 2024 | JP¥6.9t | JP¥8.2t | -JP¥59,681,286,000.00 | 17.1x | -115.4x | 0.8x |
| Sat, 30 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.5x | -104x | 0.8x |
| Mon, 27 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,761,286,000.00 | 19.5x | -97.3x | 0.8x |
| Wed, 25 Oct 2023 | JP¥6.4t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.3x | -63.1x | 0.8x |
| Fri, 22 Sep 2023 | JP¥6.8t | JP¥8.1t | -JP¥96,720,286,000.00 | 18.1x | -70x | 0.8x |
| Sun, 20 Aug 2023 | JP¥6.4t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.7x | -66.6x | 0.8x |
| Tue, 18 Jul 2023 | JP¥6.2t | JP¥8.0t | -JP¥131,323,483,000.00 | 18x | -47.4x | 0.8x |
-47.4x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -0.89% | |
| Consumer Discretionary | -0.69% | |
| General Merchandise and Department Stores | 2.04% | |
| Broadline Retail | 2.04% | |
| 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¥850.40 | 3.9% +JP¥96.0b | -15.0% | PE23.4x | |
| 4755 Rakuten Group | JP¥803.20 | 5.1% +JP¥85.5b | 0.3% | PS0.7x | |
| 4385 Mercari | JP¥4.79k | 8.9% +JP¥64.9b | 87.1% | PE23.4x | |
| 9997 Belluna | JP¥1.02k | 6.5% +JP¥6.0b | 6.3% | PE8.5x | |
| 7453 Ryohin Keikaku | JP¥3.62k | 0.2% +JP¥4.2b | 3.8% | PE32.3x |