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Japanese (NIKKEI) General Merchandise and Department Stores Industry Analysis
UpdatedAug 14, 2024
DataAggregated Company Financials
Companies33
- 7D7.5%
- 3M0.7%
- 1Y18.1%
- YTD16.7%
Over the last 7 days, the General Merchandise and Department Stores industry has risen 15%, driven by gains from Rakuten Group of 16%. This means that the industry has gained 14% over the past year. Earnings are forecast to grow by 25% annually.
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, 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 |
| Sat, 15 Jul 2023 | JP¥6.2t | JP¥8.0t | -JP¥132,105,483,000.00 | 18.3x | -47.1x | 0.8x |
| Mon, 12 Jun 2023 | JP¥5.9t | JP¥7.9t | -JP¥142,459,651,000.00 | 19.7x | -41.7x | 0.7x |
| Wed, 10 May 2023 | JP¥5.9t | JP¥7.8t | -JP¥150,270,107,000.00 | 18.4x | -39x | 0.7x |
| Fri, 07 Apr 2023 | JP¥5.6t | JP¥8.0t | -JP¥148,991,651,000.00 | 15.4x | -37.5x | 0.7x |
| Sun, 05 Mar 2023 | JP¥4.0t | JP¥5.8t | JP¥233.1b | 13.2x | 17.3x | 0.7x |
| Tue, 31 Jan 2023 | JP¥4.0t | JP¥5.7t | JP¥228.7b | 13.4x | 17.3x | 0.7x |
| Thu, 29 Dec 2022 | JP¥4.1t | JP¥5.8t | JP¥232.0b | 14.7x | 17.8x | 0.7x |
| Sat, 26 Nov 2022 | JP¥3.9t | JP¥5.8t | JP¥224.6b | 12.1x | 17.4x | 0.7x |
| Mon, 24 Oct 2022 | JP¥4.0t | JP¥5.7t | JP¥218.4b | 13.5x | 18.4x | 0.7x |
| Wed, 21 Sep 2022 | JP¥4.0t | JP¥5.9t | JP¥197.9b | 15x | 20.2x | 0.7x |
| Fri, 19 Aug 2022 | JP¥3.7t | JP¥5.9t | JP¥197.9b | 15.3x | 18.7x | 0.6x |
| Sun, 17 Jul 2022 | JP¥3.4t | JP¥5.8t | JP¥182.0b | 13.6x | 18.7x | 0.6x |
| Tue, 14 Jun 2022 | JP¥3.4t | JP¥5.9t | JP¥167.8b | 12.5x | 20.3x | 0.6x |
| Thu, 12 May 2022 | JP¥3.2t | JP¥6.1t | JP¥131.8b | 12.2x | 24.3x | 0.5x |
| Sat, 09 Apr 2022 | JP¥3.2t | JP¥6.0t | JP¥97.4b | 12.5x | 33x | 0.5x |
| Mon, 07 Mar 2022 | JP¥3.7t | JP¥6.2t | JP¥101.8b | 14.4x | 36.2x | 0.6x |
| Wed, 02 Feb 2022 | JP¥3.5t | JP¥6.4t | JP¥91.4b | 14.6x | 38.1x | 0.5x |
| Fri, 31 Dec 2021 | JP¥3.6t | JP¥6.4t | JP¥95.4b | 14.7x | 37.9x | 0.6x |
| Sun, 28 Nov 2021 | JP¥3.9t | JP¥6.4t | JP¥88.2b | 15.1x | 44.4x | 0.6x |
| Tue, 26 Oct 2021 | JP¥4.3t | JP¥6.6t | JP¥77.5b | 17.1x | 55.4x | 0.7x |
| Thu, 23 Sep 2021 | JP¥4.1t | JP¥6.6t | JP¥43.5b | 15.5x | 94.7x | 0.6x |
| Sat, 21 Aug 2021 | JP¥4.1t | JP¥6.9t | JP¥45.7b | 23.3x | 88.7x | 0.6x |
Price to Earnings Ratio
88.7x
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 106x which is higher than its 3-year average PE of 5.8x.
- The industry is trading close to its 3-year average PS ratio of 0.72x.
Past Earnings Growth
- The earnings for companies in the Multiline Retail industry have grown 17% per year over the last three years.
- Revenues for these companies have grown 9.9% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 4.61% | |
| Consumer Discretionary | 2.56% | |
| General Merchandise and Department Stores | 7.53% | |
| Broadline Retail | 7.53% | |
| Department Stores | 0% | |
| General Merchandise Stores | 0% | |
Industry PE
- Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio.
- Analysts expect its future annual earnings growth (25.4%) to be largely in line with prior year's earnings growth.
- 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.
Forecasted Growth
- Analysts are most optimistic on the Broadline Retail industry, expecting annual earnings growth of 25% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Broadline Retail industry is expected to see its earnings grow by 25% 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 | |
|---|---|---|---|---|---|
| 4755 Rakuten Group | JP¥851.40 | 16.3% +JP¥256.4b | 48.3% | PS0.9x | |
| 7532 Pan Pacific International Holdings | JP¥3.67k | 8.8% +JP¥177.3b | 20.7% | PE25.3x | |
| 7453 Ryohin Keikaku | JP¥2.62k | 6.8% +JP¥44.3b | 32.6% | PE18.8x | |
| 4385 Mercari | JP¥2.18k | 8.8% +JP¥28.7b | -31.5% | PE21.3x | |
| 3099 Isetan Mitsukoshi Holdings | JP¥2.33k | 1.6% +JP¥13.7b | 30.6% | PE14x |
