Analysis Article • May 21

Last week, the Retail Distributors industry hasn't moved much but Happinet is up 5.8% in that time. The past year has been better, since the industry has gained 21% in that time. As for the next few years, earnings are expected to grow by 4.4% per annum.
Has the Japanese Retail Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | JP¥1.2t | JP¥5.2t | JP¥91.8b | 12.9x | 13x | 0.2x |
| Mon, 25 May 2026 | JP¥1.2t | JP¥5.2t | JP¥90.3b | 12.8x | 13.3x | 0.2x |
| Wed, 22 Apr 2026 | JP¥1.1t | JP¥5.1t | JP¥84.4b | 13x | 13.2x | 0.2x |
| Fri, 20 Mar 2026 | JP¥1.1t | JP¥5.1t | JP¥84.6b | 12.9x | 13.3x | 0.2x |
| Sun, 15 Feb 2026 | JP¥1.2t | JP¥5.1t | JP¥86.1b | 13.4x | 13.5x | 0.2x |
| Tue, 13 Jan 2026 | JP¥1.1t | JP¥5.0t | JP¥84.7b | 12.9x | 13.4x | 0.2x |
| Thu, 11 Dec 2025 | JP¥1.1t | JP¥5.0t | JP¥84.4b | 12.1x | 13x | 0.2x |
| Sat, 08 Nov 2025 | JP¥1.1t | JP¥4.9t | JP¥81.2b | 11.6x | 13.3x | 0.2x |
| Mon, 06 Oct 2025 | JP¥1.1t | JP¥4.9t | JP¥81.6b | 11.8x | 13.4x | 0.2x |
| Wed, 03 Sep 2025 | JP¥1.1t | JP¥4.9t | JP¥81.5b | 11.7x | 13.7x | 0.2x |
| Fri, 01 Aug 2025 | JP¥1.1t | JP¥4.8t | JP¥80.8b | 11.7x | 13.2x | 0.2x |
| Sun, 29 Jun 2025 | JP¥1.0t | JP¥4.8t | JP¥80.3b | 10.9x | 12.5x | 0.2x |
| Tue, 27 May 2025 | JP¥978.7b | JP¥3.6t | JP¥57.9b | 12.4x | 16.9x | 0.3x |
| Thu, 24 Apr 2025 | JP¥983.9b | JP¥3.8t | JP¥63.0b | 11.9x | 15.6x | 0.3x |
| Sat, 22 Mar 2025 | JP¥1.0t | JP¥3.8t | JP¥61.4b | 12.2x | 16.4x | 0.3x |
| Mon, 17 Feb 2025 | JP¥978.2b | JP¥3.8t | JP¥60.8b | 11x | 16.1x | 0.3x |
| Wed, 15 Jan 2025 | JP¥945.9b | JP¥3.6t | JP¥57.5b | 11x | 16.5x | 0.3x |
| Fri, 13 Dec 2024 | JP¥957.3b | JP¥3.6t | JP¥57.7b | 10.4x | 16.6x | 0.3x |
| Sun, 10 Nov 2024 | JP¥951.2b | JP¥3.5t | JP¥60.9b | 10.8x | 15.6x | 0.3x |
| Tue, 08 Oct 2024 | JP¥994.7b | JP¥3.4t | JP¥59.0b | 9.7x | 16.8x | 0.3x |
| Thu, 05 Sep 2024 | JP¥973.9b | JP¥3.4t | JP¥57.9b | 9.8x | 16.8x | 0.3x |
| Sat, 03 Aug 2024 | JP¥934.3b | JP¥3.2t | JP¥59.1b | 9.8x | 15.8x | 0.3x |
| Mon, 01 Jul 2024 | JP¥1.0t | JP¥3.2t | JP¥59.4b | 11.3x | 17.1x | 0.3x |
| Wed, 29 May 2024 | JP¥970.1b | JP¥3.2t | JP¥59.4b | 11x | 16.3x | 0.3x |
| Fri, 26 Apr 2024 | JP¥995.0b | JP¥4.2t | JP¥79.7b | 12.4x | 12.5x | 0.2x |
| Sun, 24 Mar 2024 | JP¥994.7b | JP¥4.2t | JP¥81.5b | 12.5x | 12.2x | 0.2x |
| Tue, 20 Feb 2024 | JP¥992.2b | JP¥4.2t | JP¥80.8b | 12.4x | 12.3x | 0.2x |
| Thu, 18 Jan 2024 | JP¥965.5b | JP¥4.2t | JP¥79.6b | 11.4x | 12.1x | 0.2x |
| Sat, 16 Dec 2023 | JP¥957.2b | JP¥4.2t | JP¥78.5b | 10.5x | 12.2x | 0.2x |
| Mon, 13 Nov 2023 | JP¥939.6b | JP¥4.2t | JP¥78.0b | 10.6x | 12x | 0.2x |
| Wed, 11 Oct 2023 | JP¥914.5b | JP¥4.1t | JP¥74.1b | 10.9x | 12.3x | 0.2x |
| Fri, 08 Sep 2023 | JP¥959.3b | JP¥4.1t | JP¥73.9b | 12.2x | 13x | 0.2x |
| Sun, 06 Aug 2023 | JP¥868.0b | JP¥4.0t | JP¥70.6b | 12.1x | 12.3x | 0.2x |
| Tue, 04 Jul 2023 | JP¥886.3b | JP¥4.1t | JP¥67.7b | 12.6x | 13.1x | 0.2x |
13.1x
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | -0.82% | |
| Consumer Discretionary | -0.30% | |
| Retail Distributors | -0.20% | |
| Distributors | -0.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7552 Happinet | JP¥2.90k | 5.8% +JP¥6.9b | 1.0% | PE12.5x | |
| 7460 YagiLtd | JP¥4.91k | 3.2% +JP¥1.2b | 85.8% | PE10.9x | |
| 2733 Arata | JP¥2.44k | 1.3% +JP¥1.1b | -19.7% | PE8.1x | |
| 7487 Ozu | JP¥1.75k | 2.5% +JP¥353.5m | 7.0% | PE27.7x | |
| 9827 Lilycolor | JP¥601.00 | 0.8% +JP¥61.5m | -3.1% | PE14.3x |