Isetan Mitsukoshi Holdings' (TSE:3099) Earnings Offer More Than Meets The Eye
May 23
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) General Merchandise and Department Stores Industry Analysis
UpdatedMay 28, 2025
DataAggregated Company Financials
Companies33
- 7D1.2%
- 3M4.2%
- 1Y13.3%
- YTD5.9%
Over the last 7 days, the General Merchandise and Department Stores industry has risen 1.2%, driven by gains in Pan Pacific International Holdings and Ryohin Keikaku of 1.6% and 3.1%, respectively. This takes the industry's 12 month performance to a gain of 13%. As for the next few years, earnings are expected to grow by 20% per annum.
Industry Valuation and Performance
Has the Japanese General Merchandise and Department Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 28 May 2025 | JP¥9.2t | JP¥9.6t | JP¥163.1b | 18x | 56.7x | 1x |
| Fri, 25 Apr 2025 | JP¥8.6t | JP¥9.5t | JP¥209.4b | 18.2x | 40.9x | 0.9x |
| Sun, 23 Mar 2025 | JP¥8.8t | JP¥9.5t | JP¥206.7b | 16.7x | 42.3x | 0.9x |
| Tue, 18 Feb 2025 | JP¥9.2t | JP¥9.5t | JP¥215.5b | 17.5x | 42.5x | 1x |
| Thu, 16 Jan 2025 | JP¥8.6t | JP¥9.3t | JP¥78.4b | 17.8x | 109.7x | 0.9x |
| Sat, 14 Dec 2024 | JP¥8.8t | JP¥9.3t | JP¥78.2b | 15.1x | 113x | 0.9x |
| Mon, 11 Nov 2024 | JP¥8.1t | JP¥9.2t | JP¥86.0b | 13.7x | 94.7x | 0.9x |
| Wed, 09 Oct 2024 | JP¥8.3t | JP¥9.2t | JP¥73.2b | 14.6x | 113.3x | 0.9x |
| Fri, 06 Sep 2024 | JP¥8.2t | JP¥9.1t | JP¥72.6b | 15.1x | 113.5x | 0.9x |
| Sun, 04 Aug 2024 | JP¥7.8t | JP¥9.1t | JP¥41.4b | 16.3x | 187.8x | 0.9x |
| Tue, 02 Jul 2024 | JP¥8.6t | JP¥8.9t | JP¥34.2b | 19.6x | 252.5x | 1x |
| Thu, 30 May 2024 | JP¥8.2t | JP¥8.9t | JP¥27.0b | 16.6x | 304.9x | 0.9x |
| Sat, 27 Apr 2024 | JP¥7.6t | JP¥8.8t | -JP¥33,679,286,000.00 | 17x | -225.1x | 0.9x |
| Mon, 25 Mar 2024 | JP¥8.2t | JP¥8.3t | -JP¥54,945,286,000.00 | 19.8x | -149.4x | 1x |
| Wed, 21 Feb 2024 | JP¥7.6t | JP¥8.3t | -JP¥63,720,286,000.00 | 19.4x | -119.7x | 0.9x |
| Fri, 19 Jan 2024 | JP¥7.0t | JP¥8.2t | -JP¥59,681,286,000.00 | 17.2x | -117x | 0.8x |
| Sun, 17 Dec 2023 | JP¥6.8t | JP¥8.2t | -JP¥69,803,999,000.00 | 20.6x | -96.9x | 0.8x |
| Tue, 14 Nov 2023 | JP¥6.6t | JP¥8.2t | -JP¥74,912,286,000.00 | 18.8x | -88.3x | 0.8x |
| Thu, 12 Oct 2023 | JP¥6.7t | JP¥8.1t | -JP¥94,446,286,000.00 | 19.8x | -70.9x | 0.8x |
| Sat, 09 Sep 2023 | JP¥6.7t | JP¥8.1t | -JP¥96,516,534,000.00 | 18.3x | -69.6x | 0.8x |
| Mon, 07 Aug 2023 | JP¥6.5t | JP¥8.0t | -JP¥131,072,286,000.00 | 18.6x | -49.4x | 0.8x |
| Wed, 05 Jul 2023 | JP¥6.1t | JP¥7.9t | -JP¥138,744,483,000.00 | 22.1x | -43.8x | 0.8x |
| Fri, 02 Jun 2023 | JP¥5.6t | JP¥7.9t | -JP¥142,331,651,000.00 | 19.1x | -39x | 0.7x |
| Sun, 30 Apr 2023 | JP¥5.8t | JP¥7.8t | -JP¥150,270,107,000.00 | 18.4x | -38.5x | 0.7x |
| Tue, 28 Mar 2023 | JP¥5.5t | JP¥8.0t | -JP¥148,991,651,000.00 | 17x | -37.1x | 0.7x |
| Thu, 23 Feb 2023 | JP¥3.9t | JP¥5.8t | JP¥233.1b | 13x | 16.9x | 0.7x |
| Sat, 21 Jan 2023 | JP¥3.9t | JP¥5.7t | JP¥228.7b | 13.6x | 17.1x | 0.7x |
| Mon, 19 Dec 2022 | JP¥3.9t | JP¥5.8t | JP¥224.4b | 13.2x | 17.4x | 0.7x |
| Wed, 16 Nov 2022 | JP¥3.8t | JP¥5.8t | JP¥224.6b | 11.6x | 16.8x | 0.6x |
| Fri, 14 Oct 2022 | JP¥3.9t | JP¥5.7t | JP¥213.0b | 12.9x | 18.5x | 0.7x |
| Sun, 11 Sep 2022 | JP¥3.9t | JP¥5.9t | JP¥197.9b | 15.8x | 19.5x | 0.7x |
| Tue, 09 Aug 2022 | JP¥3.5t | JP¥5.8t | JP¥190.6b | 15.2x | 18.1x | 0.6x |
| Thu, 07 Jul 2022 | JP¥3.3t | JP¥5.9t | JP¥183.5b | 12.1x | 18.2x | 0.6x |
| Sat, 04 Jun 2022 | JP¥3.4t | JP¥5.9t | JP¥167.6b | 13x | 20.4x | 0.6x |
Price to Earnings Ratio
20.4x
Current Industry PE
- Investors are optimistic on the Japanese Multiline Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 56.7x which is higher than its 3-year average PE of 15.2x.
- The industry is trading close to its 3-year average PS ratio of 0.81x.
Past Earnings Growth
- The earnings for companies in the Multiline Retail industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 18% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 1.04% | |
| Consumer Discretionary | 0.062% | |
| General Merchandise and Department Stores | 1.18% | |
| Broadline Retail | 1.18% | |
| Department Stores | 0% | 0 |
| General Merchandise Stores | 0% | 0 |
Industry PE
- Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 14.0x.
- Analysts are expecting annual earnings growth of 20.1%, which is higher than its past year's earnings growth of 5.2% per year.
- Investors are most pessimistic about the Broadline Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 14.0x.
Forecasted Growth
- Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 20% over the next 5 years.
- This is better than its past earnings growth rate of 5.2% per year.
- In contrast, the Broadline Retail industry is expected to see its earnings grow by 20% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7532 Pan Pacific International Holdings | JP¥4.61k | 1.5% +JP¥41.8b | 15.9% | PE29.8x | |
| 7453 Ryohin Keikaku | JP¥5.38k | 2.8% +JP¥39.0b | 113.8% | PE27.8x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥2.20k | 0.6% +JP¥5.1b | -30.9% | PE15.2x | |
| 2678 ASKUL | JP¥1.51k | 1.5% +JP¥2.1b | -30.5% | PE15.5x | |
| 3031 RACCOON HOLDINGS | JP¥841.00 | 7.8% +JP¥1.2b | 29.0% | PE25.3x |
