Narrative Update • Jul 14

The Broadline Retail industry has gained 3.9% in the last week and Ryohin Keikaku up 5.6%. In the last 12 months, the industry was up 17%. 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 |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | JP¥11.9t | JP¥10.3t | JP¥245.7b | 15.2x | 48.4x | 1.2x |
| Wed, 08 Jul 2026 | JP¥11.2t | JP¥10.3t | JP¥231.3b | 15.7x | 48.3x | 1.1x |
| Fri, 05 Jun 2026 | JP¥10.3t | JP¥10.3t | JP¥238.8b | 15.8x | 43.1x | 1x |
| Sun, 03 May 2026 | JP¥10.3t | JP¥10.0t | JP¥147.6b | 18x | 69.6x | 1x |
| Tue, 31 Mar 2026 | JP¥10.4t | JP¥10.0t | JP¥197.3b | 16.6x | 52.5x | 1x |
| Thu, 26 Feb 2026 | JP¥11.2t | JP¥10.0t | JP¥206.7b | 17.7x | 54x | 1.1x |
| Sat, 24 Jan 2026 | JP¥10.4t | JP¥9.9t | JP¥224.0b | 16.2x | 46.4x | 1x |
| Mon, 22 Dec 2025 | JP¥10.3t | JP¥10.0t | JP¥216.8b | 16.7x | 47.5x | 1x |
| Wed, 19 Nov 2025 | JP¥9.8t | JP¥10.0t | JP¥216.2b | 15.7x | 45.2x | 1x |
| Fri, 17 Oct 2025 | JP¥10.2t | JP¥9.9t | JP¥150.3b | 17.2x | 68x | 1x |
| Sun, 14 Sep 2025 | JP¥10.7t | JP¥9.7t | JP¥149.7b | 18.2x | 71.7x | 1.1x |
| Tue, 12 Aug 2025 | JP¥10.3t | JP¥9.7t | JP¥151.8b | 17.9x | 67.7x | 1.1x |
| Thu, 10 Jul 2025 | JP¥9.9t | JP¥9.6t | JP¥156.6b | 16.9x | 63.1x | 1x |
| Sat, 07 Jun 2025 | JP¥9.5t | JP¥9.7t | JP¥163.1b | 16.9x | 58.1x | 1x |
| Mon, 05 May 2025 | JP¥8.8t | JP¥9.5t | JP¥209.2b | 17.9x | 42x | 0.9x |
| Wed, 02 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥206.7b | 16.7x | 41.5x | 0.9x |
| Fri, 28 Feb 2025 | JP¥8.9t | JP¥9.5t | JP¥215.5b | 17.1x | 41.2x | 0.9x |
| Sun, 26 Jan 2025 | JP¥8.8t | JP¥9.3t | JP¥78.4b | 17.7x | 111.9x | 0.9x |
| Tue, 24 Dec 2024 | JP¥8.7t | JP¥9.3t | JP¥77.3b | 15.7x | 112.6x | 0.9x |
| Thu, 21 Nov 2024 | JP¥8.1t | JP¥9.3t | JP¥80.0b | 13.9x | 101.2x | 0.9x |
| Sat, 19 Oct 2024 | JP¥8.2t | JP¥9.2t | JP¥87.0b | 13.7x | 94.8x | 0.9x |
| Mon, 16 Sep 2024 | JP¥8.3t | JP¥9.1t | JP¥72.6b | 15.2x | 114.1x | 0.9x |
| Wed, 14 Aug 2024 | JP¥8.0t | JP¥9.1t | JP¥73.1b | 14.6x | 108.9x | 0.9x |
| Fri, 12 Jul 2024 | JP¥9.1t | JP¥8.9t | JP¥34.5b | 22.4x | 263.5x | 1x |
| Sun, 09 Jun 2024 | JP¥8.5t | JP¥9.0t | JP¥27.0b | 19.4x | 314.6x | 0.9x |
| Tue, 07 May 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 16.5x | -225.8x | 0.9x |
| Thu, 04 Apr 2024 | JP¥8.0t | JP¥8.3t | -JP¥55,348,286,000.00 | 18.8x | -145x | 1x |
| Sat, 02 Mar 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,799,286,000.00 | 18.6x | -119.1x | 0.9x |
| Mon, 29 Jan 2024 | JP¥6.9t | JP¥8.2t | -JP¥59,681,286,000.00 | 16.6x | -115.4x | 0.8x |
| Wed, 27 Dec 2023 | JP¥6.7t | JP¥8.2t | -JP¥69,902,999,000.00 | 20.8x | -95.6x | 0.8x |
| Fri, 24 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,761,286,000.00 | 19.3x | -97.6x | 0.8x |
| Sun, 22 Oct 2023 | JP¥6.4t | JP¥8.1t | -JP¥101,214,286,000.00 | 19.5x | -63.3x | 0.8x |
| Tue, 19 Sep 2023 | JP¥6.9t | JP¥8.1t | -JP¥96,719,534,000.00 | 18.9x | -71.2x | 0.9x |
| Thu, 17 Aug 2023 | JP¥6.6t | JP¥8.0t | -JP¥95,234,286,000.00 | 19x | -69.7x | 0.8x |
-69.7x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | 1.75% | |
| Consumer Discretionary | 0.39% | |
| General Merchandise and Department Stores | 3.91% | |
| Broadline Retail | 3.91% | |
| 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¥4.53k | 7.3% +JP¥164.1b | 25.4% | PE36.5x | |
| 4385 Mercari | JP¥4.84k | 13.3% +JP¥93.8b | 126.2% | PE22.6x | |
| 7532 Pan Pacific International Holdings | JP¥926.40 | 3.3% +JP¥89.1b | -13.9% | PE25.5x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥3.65k | 4.8% +JP¥57.9b | 55.9% | PE16.7x | |
| 4755 Rakuten Group | JP¥864.00 | 2.6% +JP¥48.4b | 7.9% | PS0.7x |