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 |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | JP¥11.4t | JP¥10.3t | JP¥242.3b | 15x | 47.2x | 1.1x |
| Tue, 30 Jun 2026 | JP¥11.0t | JP¥10.4t | JP¥239.1b | 15.8x | 45.9x | 1.1x |
| Thu, 28 May 2026 | JP¥10.3t | JP¥10.2t | JP¥238.8b | 15.8x | 42.9x | 1x |
| Sat, 25 Apr 2026 | JP¥10.5t | JP¥10.0t | JP¥147.6b | 17.5x | 71x | 1x |
| Mon, 23 Mar 2026 | JP¥10.5t | JP¥10.0t | JP¥207.1b | 16.5x | 50.6x | 1x |
| Wed, 18 Feb 2026 | JP¥10.9t | JP¥10.0t | JP¥206.7b | 18.1x | 52.7x | 1.1x |
| Fri, 16 Jan 2026 | JP¥10.6t | JP¥9.9t | JP¥224.0b | 16x | 47.1x | 1.1x |
| Sun, 14 Dec 2025 | JP¥10.2t | JP¥10.0t | JP¥216.4b | 15.8x | 47.1x | 1x |
| Tue, 11 Nov 2025 | JP¥10.8t | JP¥9.9t | JP¥161.0b | 16.2x | 66.9x | 1.1x |
| Thu, 09 Oct 2025 | JP¥10.1t | JP¥9.7t | JP¥148.5b | 18.1x | 68.2x | 1x |
| Sat, 06 Sep 2025 | JP¥10.6t | JP¥9.7t | JP¥149.7b | 17.4x | 70.5x | 1.1x |
| Mon, 04 Aug 2025 | JP¥10.1t | JP¥9.7t | JP¥155.4b | 18.8x | 64.7x | 1x |
| Wed, 02 Jul 2025 | JP¥9.8t | JP¥9.7t | JP¥163.3b | 17.2x | 60.2x | 1x |
| Fri, 30 May 2025 | JP¥9.2t | JP¥9.6t | JP¥163.1b | 17.3x | 56.7x | 1x |
| Sun, 27 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 17.9x | 41x | 0.9x |
| Tue, 25 Mar 2025 | JP¥8.9t | JP¥9.5t | JP¥206.7b | 16.8x | 42.9x | 0.9x |
| Thu, 20 Feb 2025 | JP¥9.0t | JP¥9.5t | JP¥215.5b | 17.4x | 41.7x | 1x |
| Sat, 18 Jan 2025 | JP¥8.6t | JP¥9.3t | JP¥78.4b | 18.4x | 110.2x | 0.9x |
| Mon, 16 Dec 2024 | JP¥8.8t | JP¥9.3t | JP¥77.3b | 15.1x | 114.4x | 0.9x |
| Wed, 13 Nov 2024 | JP¥8.1t | JP¥9.2t | JP¥86.0b | 13.9x | 94.4x | 0.9x |
| Fri, 11 Oct 2024 | JP¥8.4t | JP¥9.2t | JP¥84.3b | 14.6x | 99.2x | 0.9x |
| Sun, 08 Sep 2024 | JP¥8.2t | JP¥9.1t | JP¥72.6b | 15.2x | 112.4x | 0.9x |
| Tue, 06 Aug 2024 | JP¥6.7t | JP¥9.1t | JP¥41.4b | 14.5x | 162.5x | 0.7x |
| Thu, 04 Jul 2024 | JP¥8.7t | JP¥8.9t | JP¥34.2b | 20.7x | 255.4x | 1x |
| Sat, 01 Jun 2024 | JP¥8.4t | JP¥8.9t | JP¥27.0b | 17.6x | 311.7x | 0.9x |
| Mon, 29 Apr 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 17x | -225.1x | 0.9x |
| Wed, 27 Mar 2024 | JP¥8.2t | JP¥8.3t | -JP¥54,945,286,000.00 | 19.5x | -149.8x | 1x |
| Fri, 23 Feb 2024 | JP¥7.5t | JP¥8.3t | -JP¥63,720,286,000.00 | 19x | -117.7x | 0.9x |
| Sun, 21 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥59,681,286,000.00 | 17.1x | -116.5x | 0.8x |
| Tue, 19 Dec 2023 | JP¥6.6t | JP¥8.2t | -JP¥69,803,999,000.00 | 20.3x | -94.9x | 0.8x |
| Thu, 16 Nov 2023 | JP¥6.8t | JP¥8.2t | -JP¥72,730,286,000.00 | 18.7x | -93.5x | 0.8x |
| Sat, 14 Oct 2023 | JP¥6.5t | JP¥8.1t | -JP¥97,944,286,000.00 | 19.7x | -66.6x | 0.8x |
| Mon, 11 Sep 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,516,534,000.00 | 18.3x | -69.6x | 0.8x |
| Wed, 09 Aug 2023 | JP¥6.6t | JP¥8.0t | -JP¥131,072,286,000.00 | 18.5x | -50x | 0.8x |
-50x
How does Japanese Broadline Retail compare with similar industries?
| JP Market | -0.42% | |
| Consumer Discretionary | 4.51% | |
| General Merchandise and Department Stores | 2.08% | |
| Broadline Retail | 2.08% | |
| 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¥902.20 | 4.6% +JP¥118.1b | -12.1% | PE24.8x | |
| 4755 Rakuten Group | JP¥833.60 | 6.1% +JP¥104.7b | 5.9% | PS0.7x | |
| 8237 Matsuya | JP¥1.92k | 13.7% +JP¥11.8b | 66.8% | PE41.9x | |
| 8233 Takashimaya Company | JP¥2.28k | 1.8% +JP¥11.6b | 91.0% | PS1.6x | |
| 3086 J. Front Retailing | JP¥2.98k | 1.5% +JP¥10.8b | 43.9% | PE26.5x |