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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies155
  • 7D6.5%
  • 3M11.5%
  • 1Y16.6%
  • YTD6.4%

The Specialty Stores industry is up 6.5% in the last week, with Fast Retailing up 10%. In the last 12 months, the industry was up 17%. Looking forward, earnings are forecast to grow by 7.4% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 12 Jan 2026JP¥32.0tJP¥21.9tJP¥1.2t14.3x27.6x1.5x
Wed, 10 Dec 2025JP¥29.6tJP¥21.6tJP¥1.1t14.1x25.9x1.4x
Fri, 07 Nov 2025JP¥29.7tJP¥21.6tJP¥1.1t13.7x26.2x1.4x
Sun, 05 Oct 2025JP¥26.9tJP¥21.1tJP¥1.1t14.1x24.6x1.3x
Tue, 02 Sep 2025JP¥27.4tJP¥21.1tJP¥1.1t14.4x25.1x1.3x
Thu, 31 Jul 2025JP¥26.8tJP¥20.9tJP¥1.1t14.3x24.8x1.3x
Sat, 28 Jun 2025JP¥27.9tJP¥20.7tJP¥1.1t14.3x25.7x1.3x
Mon, 26 May 2025JP¥26.9tJP¥20.7tJP¥1.1t14.1x24.8x1.3x
Wed, 23 Apr 2025JP¥26.5tJP¥20.5tJP¥1.1t14.1x24.5x1.3x
Fri, 21 Mar 2025JP¥26.1tJP¥20.3tJP¥1.1t14.7x24.8x1.3x
Sun, 16 Feb 2025JP¥27.7tJP¥20.7tJP¥1.0t13.7x26.4x1.3x
Tue, 14 Jan 2025JP¥27.5tJP¥19.0tJP¥939.7b13.9x29.2x1.4x
Thu, 12 Dec 2024JP¥29.1tJP¥20.4tJP¥1.0t13.9x28.7x1.4x
Sat, 09 Nov 2024JP¥27.2tJP¥20.3tJP¥1.0t13.8x26.7x1.3x
Mon, 07 Oct 2024JP¥27.6tJP¥20.0tJP¥1.0t13.6x27.4x1.4x
Wed, 04 Sep 2024JP¥26.8tJP¥20.0tJP¥1.0t13.4x26.7x1.3x
Fri, 02 Aug 2024JP¥24.1tJP¥19.8tJP¥997.8b13.3x24.2x1.2x
Sun, 30 Jun 2024JP¥23.7tJP¥19.6tJP¥962.3b13.4x24.6x1.2x
Tue, 28 May 2024JP¥23.5tJP¥19.6tJP¥960.7b13.2x24.4x1.2x
Thu, 25 Apr 2024JP¥24.7tJP¥19.5tJP¥961.6b12.9x25.7x1.3x
Sat, 23 Mar 2024JP¥26.7tJP¥19.4tJP¥941.3b13x28.3x1.4x
Mon, 19 Feb 2024JP¥24.0tJP¥19.4tJP¥939.1b12.4x25.6x1.2x
Wed, 17 Jan 2024JP¥22.9tJP¥19.8tJP¥946.1b13.3x24.2x1.2x
Fri, 15 Dec 2023JP¥21.5tJP¥19.7tJP¥916.5b12.7x23.4x1.1x
Sun, 12 Nov 2023JP¥21.2tJP¥19.7tJP¥912.2b12.7x23.2x1.1x
Tue, 10 Oct 2023JP¥19.8tJP¥19.4tJP¥876.0b13.1x22.6x1x
Thu, 07 Sep 2023JP¥21.2tJP¥19.4tJP¥876.3b13.6x24.2x1.1x
Sat, 05 Aug 2023JP¥20.7tJP¥19.3tJP¥875.1b13.3x23.6x1.1x
Mon, 03 Jul 2023JP¥21.4tJP¥19.1tJP¥877.8b13.2x24.3x1.1x
Wed, 31 May 2023JP¥20.1tJP¥19.1tJP¥876.2b12.4x23x1.1x
Fri, 28 Apr 2023JP¥20.6tJP¥19.6tJP¥984.0b11.8x20.9x1x
Sun, 26 Mar 2023JP¥19.0tJP¥19.4tJP¥961.1b11.4x19.8x1x
Tue, 21 Feb 2023JP¥17.8tJP¥18.8tJP¥909.2b11x19.6x0.9x
Thu, 19 Jan 2023JP¥16.8tJP¥18.7tJP¥928.3b10.8x18.1x0.9x
Price to Earnings Ratio

18.1x


Total Market Cap: JP¥16.8tTotal Earnings: JP¥928.3bTotal Revenue: JP¥18.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Specialty Stores Industry Price to Earnings3Y Average 24.6x202420252026
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 27.6x which is higher than its 3-year average PE of 24.6x.
  • 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 7.7% 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 Market2.98%
Consumer Discretionary1.63%
Specialty Stores6.47%
Apparel Retail8.23%
Automotive Retail4.24%
Specialty Stores2.41%
Computer and Electronics Retail1.48%
Home Improvement Retail0.20%
Home Furnishing Retail-1.43%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 30.4x.
    • Analysts are expecting annual earnings growth of 7.4%, which is higher than its past year's earnings growth of 3.4% per year.
  • Investors are most pessimistic about the Home Improvement Retail industry, which is trading close to its 3-year average of 13.2x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is better than its past earnings growth rate of 7.9% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 3.4% 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¥62.75k10.2%
+JP¥1.8t
28.9%PE42.9x
8136 Sanrio CompanyJP¥5.11k4.0%
+JP¥47.4b
-8.0%PE24.8x
3186 NEXTAGEJP¥3.37k21.2%
+JP¥46.1b
127.4%PE20.6x
8227 SHIMAMURAJP¥10.59k3.6%
+JP¥26.8b
22.7%PE17.9x
7419 NojimaJP¥1.24k4.1%
+JP¥14.2b
69.5%PE9.6x

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