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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies156
  • 7D4.6%
  • 3M10.3%
  • 1Y9.1%
  • YTD7.4%

The Specialty Stores industry is up 4.6% in the last week, with Fast Retailing up 4.8%. This takes the industry's 12 month performance to a gain of 9.1%. As for the next few years, earnings are expected to grow by 7.4% per annum.

Industry Valuation and Performance

Has the Japanese Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Nov 2025JP¥29.4tJP¥21.6tJP¥1.1t13.8x25.7x1.4x
Sun, 26 Oct 2025JP¥29.7tJP¥21.5tJP¥1.1t14x26.3x1.4x
Tue, 23 Sep 2025JP¥27.7tJP¥21.1tJP¥1.1t14.3x25.2x1.3x
Thu, 21 Aug 2025JP¥28.5tJP¥21.1tJP¥1.1t14.8x26.1x1.4x
Sat, 19 Jul 2025JP¥26.3tJP¥20.9tJP¥1.1t13.9x24.3x1.3x
Mon, 16 Jun 2025JP¥26.8tJP¥20.7tJP¥1.1t13.8x24.7x1.3x
Wed, 14 May 2025JP¥27.6tJP¥20.6tJP¥1.1t14.2x25.4x1.3x
Fri, 11 Apr 2025JP¥26.2tJP¥20.4tJP¥1.1t13.1x24.8x1.3x
Sun, 09 Mar 2025JP¥26.2tJP¥20.3tJP¥1.1t13.9x24.9x1.3x
Tue, 04 Feb 2025JP¥27.8tJP¥20.7tJP¥1.0t13.8x26.7x1.3x
Thu, 02 Jan 2025JP¥29.2tJP¥20.4tJP¥1.0t14x28.9x1.4x
Sat, 30 Nov 2024JP¥28.1tJP¥20.4tJP¥1.0t13.9x27.7x1.4x
Mon, 28 Oct 2024JP¥27.2tJP¥20.3tJP¥1.0t13.4x26.9x1.3x
Wed, 25 Sep 2024JP¥27.1tJP¥20.0tJP¥1.0t13.2x27x1.4x
Fri, 23 Aug 2024JP¥26.1tJP¥20.0tJP¥1.0t13.4x26x1.3x
Sun, 21 Jul 2024JP¥24.3tJP¥19.8tJP¥996.8b13.6x24.4x1.2x
Tue, 18 Jun 2024JP¥23.0tJP¥19.6tJP¥961.9b13.3x23.9x1.2x
Thu, 16 May 2024JP¥23.5tJP¥19.5tJP¥955.6b12.9x24.6x1.2x
Sat, 13 Apr 2024JP¥24.6tJP¥19.4tJP¥963.1b12.9x25.6x1.3x
Mon, 11 Mar 2024JP¥25.1tJP¥19.4tJP¥938.7b12.8x26.7x1.3x
Wed, 07 Feb 2024JP¥22.8tJP¥19.4tJP¥935.9b13.6x24.4x1.2x
Fri, 05 Jan 2024JP¥21.4tJP¥19.7tJP¥924.6b13.2x23.2x1.1x
Sun, 03 Dec 2023JP¥22.0tJP¥19.7tJP¥916.5b12.7x24x1.1x
Tue, 31 Oct 2023JP¥20.0tJP¥19.5tJP¥903.3b13x22.2x1x
Thu, 28 Sep 2023JP¥20.6tJP¥19.4tJP¥875.9b13.3x23.5x1.1x
Sat, 26 Aug 2023JP¥20.4tJP¥19.4tJP¥875.3b13.2x23.3x1.1x
Mon, 24 Jul 2023JP¥20.6tJP¥19.3tJP¥877.0b13x23.5x1.1x
Wed, 21 Jun 2023JP¥21.4tJP¥19.1tJP¥875.9b12.9x24.5x1.1x
Fri, 19 May 2023JP¥20.7tJP¥19.1tJP¥870.2b12.6x23.7x1.1x
Sun, 16 Apr 2023JP¥20.9tJP¥19.6tJP¥979.9b11.6x21.3x1.1x
Tue, 14 Mar 2023JP¥18.3tJP¥18.8tJP¥908.9b11x20.1x1x
Thu, 09 Feb 2023JP¥17.8tJP¥18.8tJP¥920.4b10.8x19.4x0.9x
Sat, 07 Jan 2023JP¥17.4tJP¥18.6tJP¥935.3b11x18.6x0.9x
Mon, 05 Dec 2022JP¥17.5tJP¥18.5tJP¥938.8b10.3x18.6x0.9x
Price to Earnings Ratio

18.6x


Total Market Cap: JP¥17.5tTotal Earnings: JP¥938.8bTotal Revenue: JP¥18.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Specialty Stores Industry Price to Earnings3Y Average 24.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 24.3x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 6.7% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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 Market2.01%
Consumer Discretionary3.63%
Specialty Stores4.62%
Home Furnishing Retail5.61%
Specialty Stores5.54%
Apparel Retail4.74%
Home Improvement Retail3.67%
Computer and Electronics Retail3.24%
Automotive Retail2.66%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 30.2x.
    • Analysts are expecting annual earnings growth of 7.4%, which is higher than its past year's earnings growth of 4.0% per year.
  • Investors are most pessimistic about the Home Improvement Retail industry, which is trading close to its 3-year average of 13.1x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 11% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 3.6% 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
9983 Fast RetailingJP¥56.91k3.9%
+JP¥647.4b
11.3%PE40.3x
7564 WorkmanLtdJP¥7.20k3.6%
+JP¥20.4b
73.7%PE31.6x
3092 ZOZOJP¥1.34k1.7%
+JP¥20.3b
-14.4%PE26.3x
8136 Sanrio CompanyJP¥5.58k1.1%
+JP¥14.2b
13.0%PE27.3x
4732 USSJP¥1.75k1.8%
+JP¥14.1b
25.8%PE20.5x

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