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Japanese (NIKKEI) Specialty Stores Industry Analysis
UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies151
- 7D-0.7%
- 3M11.6%
- 1Y27.8%
- YTD12.8%
The Specialty Stores industry has been flat over the last week, but Nitori Holdings has lost 5.8%. As for the the longer term, the industry is up 28% over the past 12 months. Earnings are forecast to grow by 7.8% annually.
Industry Valuation and Performance
Has the Japanese Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 27 Feb 2026 | JP¥33.9t | JP¥22.1t | JP¥1.2t | 14.3x | 28.9x | 1.5x |
| Sun, 25 Jan 2026 | JP¥31.1t | JP¥21.9t | JP¥1.2t | 13.7x | 26.6x | 1.4x |
| Tue, 23 Dec 2025 | JP¥30.2t | JP¥21.7t | JP¥1.1t | 14.5x | 26.4x | 1.4x |
| Thu, 20 Nov 2025 | JP¥28.9t | JP¥21.6t | JP¥1.1t | 13.7x | 25.4x | 1.3x |
| Sat, 18 Oct 2025 | JP¥28.4t | JP¥21.5t | JP¥1.1t | 13.6x | 25.1x | 1.3x |
| Mon, 15 Sep 2025 | JP¥28.5t | JP¥21.0t | JP¥1.1t | 14.6x | 26.1x | 1.4x |
| Wed, 13 Aug 2025 | JP¥28.1t | JP¥21.1t | JP¥1.1t | 14.1x | 25.6x | 1.3x |
| Fri, 11 Jul 2025 | JP¥27.3t | JP¥20.8t | JP¥1.1t | 14.3x | 25x | 1.3x |
| Sun, 08 Jun 2025 | JP¥27.5t | JP¥20.7t | JP¥1.1t | 14.3x | 25.4x | 1.3x |
| Tue, 06 May 2025 | JP¥26.9t | JP¥20.5t | JP¥1.1t | 14.2x | 25x | 1.3x |
| Thu, 03 Apr 2025 | JP¥26.0t | JP¥20.3t | JP¥1.1t | 13.8x | 24.7x | 1.3x |
| Sat, 01 Mar 2025 | JP¥26.1t | JP¥20.8t | JP¥1.1t | 13.9x | 24.6x | 1.3x |
| Mon, 27 Jan 2025 | JP¥27.8t | JP¥20.6t | JP¥1.0t | 13.8x | 26.8x | 1.3x |
| Wed, 25 Dec 2024 | JP¥28.8t | JP¥20.4t | JP¥1.0t | 13.9x | 28.2x | 1.4x |
| Fri, 22 Nov 2024 | JP¥26.9t | JP¥20.4t | JP¥1.0t | 13.5x | 26.4x | 1.3x |
| Sun, 20 Oct 2024 | JP¥29.1t | JP¥20.3t | JP¥1.0t | 13.8x | 28.7x | 1.4x |
| Tue, 17 Sep 2024 | JP¥25.9t | JP¥20.0t | JP¥1.0t | 13.2x | 25.8x | 1.3x |
| Thu, 15 Aug 2024 | JP¥24.0t | JP¥19.9t | JP¥1.0t | 13.1x | 24x | 1.2x |
| Sat, 13 Jul 2024 | JP¥24.7t | JP¥19.7t | JP¥960.9b | 13.7x | 25.7x | 1.3x |
| Mon, 10 Jun 2024 | JP¥23.6t | JP¥19.6t | JP¥961.4b | 13.3x | 24.6x | 1.2x |
| Wed, 08 May 2024 | JP¥24.5t | JP¥19.5t | JP¥965.1b | 13.1x | 25.3x | 1.3x |
| Fri, 05 Apr 2024 | JP¥25.6t | JP¥19.4t | JP¥941.6b | 12.7x | 27.2x | 1.3x |
| Sun, 03 Mar 2024 | JP¥25.0t | JP¥19.4t | JP¥938.8b | 12.6x | 26.6x | 1.3x |
| Tue, 30 Jan 2024 | JP¥23.0t | JP¥19.8t | JP¥945.1b | 13.5x | 24.4x | 1.2x |
| Thu, 28 Dec 2023 | JP¥21.8t | JP¥19.7t | JP¥916.6b | 13.1x | 23.8x | 1.1x |
| Sat, 25 Nov 2023 | JP¥21.9t | JP¥19.7t | JP¥914.9b | 12.7x | 23.9x | 1.1x |
| Mon, 23 Oct 2023 | JP¥20.3t | JP¥19.5t | JP¥904.8b | 12.7x | 22.4x | 1x |
| Wed, 20 Sep 2023 | JP¥21.2t | JP¥19.4t | JP¥876.1b | 13.4x | 24.2x | 1.1x |
| Fri, 18 Aug 2023 | JP¥20.5t | JP¥19.4t | JP¥875.3b | 13x | 23.4x | 1.1x |
| Sun, 16 Jul 2023 | JP¥20.8t | JP¥19.3t | JP¥880.7b | 13.2x | 23.7x | 1.1x |
| Tue, 13 Jun 2023 | JP¥20.8t | JP¥19.1t | JP¥876.1b | 12.9x | 23.8x | 1.1x |
| Thu, 11 May 2023 | JP¥19.6t | JP¥19.1t | JP¥875.2b | 12x | 22.4x | 1x |
| Sat, 08 Apr 2023 | JP¥19.2t | JP¥19.4t | JP¥956.8b | 11.5x | 20.1x | 1x |
| Mon, 06 Mar 2023 | JP¥17.9t | JP¥18.8t | JP¥908.8b | 10.8x | 19.7x | 1x |
Price to Earnings Ratio
19.7x
Current Industry PE
- Investors are optimistic on the Japanese Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 28.9x which is higher than its 3-year average PE of 25.0x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 8.8% per year over the last three years.
- Revenues for these companies have grown 5.4% 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 | 1.00% | |
| Consumer Discretionary | 0.10% | |
| Specialty Stores | -0.65% | |
| Automotive Retail | 1.00% | |
| Home Improvement Retail | 0.68% | |
| Computer and Electronics Retail | 0.16% | |
| Apparel Retail | 0.14% | |
| Specialty Stores | -4.82% | |
| Home Furnishing Retail | -8.81% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 30.8x.
- Analysts are expecting annual earnings growth of 7.8%, which is higher than its past year's earnings growth of 5.7% per year.
- Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading close to its 3-year average of 14.4x.
Forecasted Growth
- Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 13% over the next 5 years.
- This is better than its past earnings decline of 0.07% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 4.1% 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 | |
|---|---|---|---|---|---|
| 9983 Fast Retailing | JP¥67.93k | 0.4% +JP¥76.7b | 47.0% | PE46.5x | |
| 7564 WorkmanLtd | JP¥7.48k | 2.5% +JP¥14.7b | 83.3% | PE30.7x | |
| 4732 USS | JP¥1.90k | 1.7% +JP¥14.6b | 36.9% | PE21.7x | |
| 9832 Autobacs Seven | JP¥1.75k | 2.5% +JP¥3.4b | 18.6% | PE14.9x | |
| 5889 Japan Eyewear Holdings | JP¥2.03k | 5.2% +JP¥2.4b | -8.3% | PE11.6x |
