Narrative Update • Jul 14

The Broadline Retail industry is up 2.4% in the last week, with Ryohin Keikaku up 16%. This means that the industry has gained 20% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 17 Jul 2026 | JP¥11.7t | JP¥10.3t | JP¥240.6b | 14.9x | 48.8x | 1.1x |
| Sun, 14 Jun 2026 | JP¥10.6t | JP¥10.3t | JP¥238.9b | 15.2x | 44.4x | 1x |
| Tue, 12 May 2026 | JP¥10.4t | JP¥10.0t | JP¥150.6b | 16.2x | 69.2x | 1x |
| Thu, 09 Apr 2026 | JP¥11.0t | JP¥10.0t | JP¥197.3b | 17.4x | 55.6x | 1.1x |
| Sat, 07 Mar 2026 | JP¥10.9t | JP¥10.0t | JP¥206.6b | 18.1x | 52.9x | 1.1x |
| Mon, 02 Feb 2026 | JP¥10.3t | JP¥9.9t | JP¥218.3b | 15.3x | 47.1x | 1x |
| Wed, 31 Dec 2025 | JP¥10.1t | JP¥10.0t | JP¥215.2b | 16.6x | 47x | 1x |
| Fri, 28 Nov 2025 | JP¥10.3t | JP¥10.0t | JP¥216.2b | 16x | 47.6x | 1x |
| Sun, 26 Oct 2025 | JP¥10.3t | JP¥9.9t | JP¥150.3b | 17.1x | 68.3x | 1x |
| Tue, 23 Sep 2025 | JP¥10.5t | JP¥9.7t | JP¥148.5b | 18.4x | 70.5x | 1.1x |
| Thu, 21 Aug 2025 | JP¥10.6t | JP¥9.8t | JP¥151.0b | 18.3x | 70.4x | 1.1x |
| Sat, 19 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥155.6b | 17.7x | 62.8x | 1x |
| Mon, 16 Jun 2025 | JP¥9.5t | JP¥9.7t | JP¥163.3b | 17x | 58.3x | 1x |
| Wed, 14 May 2025 | JP¥9.1t | JP¥9.5t | JP¥210.1b | 17.7x | 43.2x | 1x |
| Fri, 11 Apr 2025 | JP¥8.5t | JP¥9.5t | JP¥206.8b | 16.9x | 41.1x | 0.9x |
| Sun, 09 Mar 2025 | JP¥8.6t | JP¥9.5t | JP¥215.8b | 16.8x | 39.9x | 0.9x |
| Tue, 04 Feb 2025 | JP¥9.2t | JP¥9.3t | JP¥79.7b | 17.7x | 115.1x | 1x |
| Thu, 02 Jan 2025 | JP¥8.9t | JP¥9.3t | JP¥74.2b | 16.5x | 119.5x | 1x |
| Sat, 30 Nov 2024 | JP¥8.1t | JP¥9.3t | JP¥78.2b | 14.2x | 103.4x | 0.9x |
| Mon, 28 Oct 2024 | JP¥7.9t | JP¥9.2t | JP¥87.0b | 13.1x | 90.4x | 0.9x |
| Wed, 25 Sep 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.7x | 112.9x | 0.9x |
| Fri, 23 Aug 2024 | JP¥8.2t | JP¥9.1t | JP¥74.1b | 15.3x | 111x | 0.9x |
| Sun, 21 Jul 2024 | JP¥8.9t | JP¥9.0t | JP¥41.2b | 18.3x | 217x | 1x |
| Tue, 18 Jun 2024 | JP¥8.2t | JP¥9.0t | JP¥26.9b | 19.5x | 305.1x | 0.9x |
| Thu, 16 May 2024 | JP¥7.9t | JP¥8.8t | -JP¥32,132,000,000.00 | 18.2x | -246.4x | 0.9x |
| Sat, 13 Apr 2024 | JP¥8.3t | JP¥8.8t | -JP¥47,377,286,000.00 | 18x | -174.4x | 0.9x |
| Mon, 11 Mar 2024 | JP¥7.7t | JP¥8.3t | -JP¥63,798,146,000.00 | 19.6x | -120x | 0.9x |
| Wed, 07 Feb 2024 | JP¥7.0t | JP¥8.3t | -JP¥55,793,286,000.00 | 18.6x | -125.3x | 0.8x |
| Fri, 05 Jan 2024 | JP¥6.8t | JP¥8.2t | -JP¥65,805,999,000.00 | 18.5x | -103.9x | 0.8x |
| Sun, 03 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,761,286,000.00 | 20.1x | -96.9x | 0.8x |
| Tue, 31 Oct 2023 | JP¥6.3t | JP¥8.1t | -JP¥101,214,286,000.00 | 18.9x | -62.7x | 0.8x |
| Thu, 28 Sep 2023 | JP¥6.9t | JP¥8.1t | -JP¥96,720,286,000.00 | 18.8x | -71x | 0.9x |
| Sat, 26 Aug 2023 | JP¥6.6t | JP¥8.1t | -JP¥96,500,286,000.00 | 18.4x | -67.9x | 0.8x |
| Mon, 24 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 | -0.36% | |
| Consumer Discretionary | 0.55% | |
| General Merchandise and Department Stores | 4.09% | |
| Broadline Retail | 4.09% | |
| 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¥4.37k | 16.5% +JP¥328.5b | 31.8% | PE35.3x | |
| 8233 Takashimaya Company | JP¥2.49k | 8.3% +JP¥56.1b | 121.2% | PS1.8x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥3.99k | 3.9% +JP¥52.0b | 83.3% | PE18.3x | |
| 3086 J. Front Retailing | JP¥3.29k | 1.7% +JP¥13.4b | 63.5% | PE29.3x | |
| 4385 Mercari | JP¥4.67k | 1.1% +JP¥8.8b | 92.7% | PE22.8x |