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Japanese (NIKKEI) General Merchandise and Department Stores Industry Analysis

UpdatedMay 19, 2025
DataAggregated Company Financials
Companies33
  • 7D1.6%
  • 3M0.8%
  • 1Y16.3%
  • YTD5.4%

Over the last 7 days, the General Merchandise and Department Stores industry has risen 1.6%, driven by gains in J. Front Retailing and Isetan Mitsukoshi Holdings of 22% and 14%, respectively. In the same time, Rakuten Group was down 12%. This takes the industry's 12 month performance to a gain of 16%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 19 May 2025JP¥9.2tJP¥9.6tJP¥161.6b18.4x57x1x
Wed, 16 Apr 2025JP¥8.5tJP¥9.6tJP¥209.4b17.9x40.6x0.9x
Fri, 14 Mar 2025JP¥8.6tJP¥9.5tJP¥215.8b16.7x39.9x0.9x
Sun, 09 Feb 2025JP¥9.2tJP¥9.3tJP¥86.9b17.7x105.7x1x
Tue, 07 Jan 2025JP¥8.8tJP¥9.3tJP¥74.2b16.2x118x0.9x
Thu, 05 Dec 2024JP¥8.3tJP¥9.3tJP¥78.2b14.4x106.4x0.9x
Sat, 02 Nov 2024JP¥8.0tJP¥9.2tJP¥87.0b13.4x92.2x0.9x
Mon, 30 Sep 2024JP¥8.6tJP¥9.2tJP¥73.2b14.7x118x0.9x
Wed, 28 Aug 2024JP¥8.3tJP¥9.1tJP¥74.1b15.5x111.3x0.9x
Fri, 26 Jul 2024JP¥8.6tJP¥9.1tJP¥41.2b17.7x208.2x0.9x
Sun, 23 Jun 2024JP¥8.2tJP¥9.0tJP¥26.9b18.9x303.7x0.9x
Tue, 21 May 2024JP¥8.1tJP¥8.9tJP¥27.0b18x297.9x0.9x
Thu, 18 Apr 2024JP¥7.8tJP¥8.8t-JP¥33,679,286,000.0017x-230.4x0.9x
Sat, 16 Mar 2024JP¥7.6tJP¥8.3t-JP¥63,798,146,000.0019.3x-119.9x0.9x
Mon, 12 Feb 2024JP¥7.0tJP¥8.3t-JP¥56,166,286,000.0019.1x-125.3x0.9x
Wed, 10 Jan 2024JP¥7.0tJP¥8.2t-JP¥65,805,999,000.0018.8x-105.9x0.8x
Fri, 08 Dec 2023JP¥6.7tJP¥8.2t-JP¥69,923,999,000.0020.6x-96.4x0.8x
Sun, 05 Nov 2023JP¥6.5tJP¥8.1t-JP¥101,262,286,000.0019.5x-64.3x0.8x
Tue, 03 Oct 2023JP¥6.7tJP¥8.1t-JP¥96,720,286,000.0019.6x-69.2x0.8x
Thu, 31 Aug 2023JP¥6.6tJP¥8.1t-JP¥96,500,286,000.0018.4x-68x0.8x
Sat, 29 Jul 2023JP¥6.4tJP¥8.0t-JP¥131,323,483,000.0017.8x-48.6x0.8x
Mon, 26 Jun 2023JP¥5.9tJP¥7.9t-JP¥142,362,483,000.0020.5x-41.5x0.7x
Wed, 24 May 2023JP¥5.8tJP¥7.9t-JP¥142,331,107,000.0019.7x-40.8x0.7x
Fri, 21 Apr 2023JP¥5.8tJP¥7.8t-JP¥159,104,651,000.0016.9x-36.6x0.7x
Sun, 19 Mar 2023JP¥4.0tJP¥5.8tJP¥233.1b13.2x17.2x0.7x
Tue, 14 Feb 2023JP¥3.9tJP¥5.8tJP¥233.1b12.3x16.7x0.7x
Thu, 12 Jan 2023JP¥3.8tJP¥5.7tJP¥227.1b13.8x16.9x0.7x
Sat, 10 Dec 2022JP¥3.9tJP¥5.8tJP¥224.6b12.3x17.3x0.7x
Mon, 07 Nov 2022JP¥3.9tJP¥5.8tJP¥217.5b12.6x18x0.7x
Wed, 05 Oct 2022JP¥4.0tJP¥5.9tJP¥197.9b15x20.1x0.7x
Fri, 02 Sep 2022JP¥3.7tJP¥5.9tJP¥197.9b15x18.9x0.6x
Sun, 31 Jul 2022JP¥3.5tJP¥5.8tJP¥182.0b14.1x19x0.6x
Tue, 28 Jun 2022JP¥3.5tJP¥5.9tJP¥167.8b12.6x20.6x0.6x
Thu, 26 May 2022JP¥3.1tJP¥5.9tJP¥167.6b11.6x18.6x0.5x
Price to Earnings Ratio

18.6x


Total Market Cap: JP¥3.1tTotal Earnings: JP¥167.6bTotal Revenue: JP¥5.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese General Merchandise and Department Stores Industry Price to Earnings3Y Average 14.9x202320242025
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 57.0x which is higher than its 3-year average PE of 14.8x.
  • 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 17% 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 Market0.14%
Consumer Discretionary-0.72%
General Merchandise and Department Stores1.58%
Broadline Retail1.58%
Department Stores0%0
General Merchandise Stores0%0
Industry PE
  • Investors are most optimistic about the Broadline Retail industry which is trading above its 3-year average PE ratio of 13.5x.
    • Analysts are expecting annual earnings growth of 20.2%, 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 13.5x.
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?

CompanyLast Price7D1YValuation
3086 J. Front RetailingJP¥2.17k21.7%
+JP¥98.2b
51.4%PE13.3x
3099 Isetan Mitsukoshi HoldingsJP¥2.18k13.9%
+JP¥97.0b
-21.9%PE15.1x
7453 Ryohin KeikakuJP¥5.21k6.0%
+JP¥77.9b
120.0%PE27x
7532 Pan Pacific International HoldingsJP¥4.64k2.8%
+JP¥75.8b
21.1%PE30x
8233 Takashimaya CompanyJP¥1.20k7.6%
+JP¥25.8b
0.7%PE9.2x
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