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Japanese (NIKKEI) Specialty Stores Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies155
- 7D0.6%
- 3M4.4%
- 1Y25.5%
- YTD28.7%
Over the last 7 days, the Specialty Stores industry has remained flat, although notably ZOZO declined by 7.2%. The past year has been better, since the industry has gained 25% in that time. Looking forward, earnings are forecast to grow by 8.4% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | JP¥27.3t | JP¥20.4t | JP¥1.0t | 13.5x | 26.8x | 1.3x |
| Sat, 19 Oct 2024 | JP¥29.1t | JP¥20.3t | JP¥1.0t | 13.8x | 28.7x | 1.4x |
| Mon, 16 Sep 2024 | JP¥25.9t | JP¥20.0t | JP¥1.0t | 13.2x | 25.8x | 1.3x |
| Wed, 14 Aug 2024 | JP¥24.1t | JP¥19.9t | JP¥1.0t | 13x | 23.9x | 1.2x |
| Fri, 12 Jul 2024 | JP¥25.2t | JP¥19.7t | JP¥961.4b | 13.5x | 26.3x | 1.3x |
| Sun, 09 Jun 2024 | JP¥23.6t | JP¥19.6t | JP¥961.4b | 13.3x | 24.6x | 1.2x |
| Tue, 07 May 2024 | JP¥23.9t | JP¥19.5t | JP¥965.1b | 13x | 24.8x | 1.2x |
| Thu, 04 Apr 2024 | JP¥25.7t | JP¥19.4t | JP¥941.6b | 12.7x | 27.3x | 1.3x |
| Sat, 02 Mar 2024 | JP¥25.0t | JP¥19.4t | JP¥938.8b | 12.6x | 26.6x | 1.3x |
| Mon, 29 Jan 2024 | JP¥22.9t | JP¥19.8t | JP¥945.1b | 13.3x | 24.3x | 1.2x |
| Wed, 27 Dec 2023 | JP¥21.7t | JP¥19.7t | JP¥916.5b | 13.1x | 23.7x | 1.1x |
| Fri, 24 Nov 2023 | JP¥21.9t | JP¥19.7t | JP¥914.9b | 12.7x | 24x | 1.1x |
| Sun, 22 Oct 2023 | JP¥20.3t | JP¥19.5t | JP¥904.8b | 12.7x | 22.4x | 1x |
| Tue, 19 Sep 2023 | JP¥21.4t | JP¥19.4t | JP¥876.1b | 13.4x | 24.4x | 1.1x |
| Thu, 17 Aug 2023 | JP¥20.7t | JP¥19.4t | JP¥875.3b | 12.9x | 23.6x | 1.1x |
| Sat, 15 Jul 2023 | JP¥20.8t | JP¥19.2t | JP¥884.9b | 13.2x | 23.6x | 1.1x |
| Mon, 12 Jun 2023 | JP¥20.9t | JP¥19.1t | JP¥876.1b | 12.8x | 23.9x | 1.1x |
| Wed, 10 May 2023 | JP¥19.5t | JP¥19.0t | JP¥888.0b | 11.9x | 22x | 1x |
| Fri, 07 Apr 2023 | JP¥19.3t | JP¥19.4t | JP¥956.8b | 11.5x | 20.1x | 1x |
| Sun, 05 Mar 2023 | JP¥17.9t | JP¥18.8t | JP¥908.8b | 10.8x | 19.7x | 1x |
| Tue, 31 Jan 2023 | JP¥17.4t | JP¥18.7t | JP¥927.4b | 10.9x | 18.8x | 0.9x |
| Thu, 29 Dec 2022 | JP¥17.8t | JP¥18.5t | JP¥934.4b | 10.6x | 19.1x | 1x |
| Sat, 26 Nov 2022 | JP¥17.6t | JP¥18.5t | JP¥938.8b | 10.4x | 18.7x | 0.9x |
| Mon, 24 Oct 2022 | JP¥17.2t | JP¥18.4t | JP¥923.9b | 10.7x | 18.7x | 0.9x |
| Wed, 21 Sep 2022 | JP¥17.2t | JP¥18.2t | JP¥907.8b | 10.7x | 19x | 0.9x |
| Fri, 19 Aug 2022 | JP¥18.0t | JP¥18.2t | JP¥905.4b | 10.8x | 19.8x | 1x |
| Sun, 17 Jul 2022 | JP¥16.3t | JP¥18.1t | JP¥845.0b | 11.3x | 19.3x | 0.9x |
| Tue, 14 Jun 2022 | JP¥15.1t | JP¥18.1t | JP¥831.1b | 11.6x | 18.1x | 0.8x |
| Thu, 12 May 2022 | JP¥14.3t | JP¥18.1t | JP¥774.3b | 11.4x | 18.4x | 0.8x |
| Sat, 09 Apr 2022 | JP¥14.4t | JP¥18.1t | JP¥738.0b | 10.8x | 19.6x | 0.8x |
| Mon, 07 Mar 2022 | JP¥14.7t | JP¥18.0t | JP¥725.9b | 10.3x | 20.2x | 0.8x |
| Wed, 02 Feb 2022 | JP¥15.0t | JP¥18.1t | JP¥715.9b | 10.5x | 20.9x | 0.8x |
| Fri, 31 Dec 2021 | JP¥15.2t | JP¥18.1t | JP¥691.4b | 11.3x | 22.1x | 0.8x |
| Sun, 28 Nov 2021 | JP¥16.3t | JP¥18.0t | JP¥699.2b | 10.8x | 23.2x | 0.9x |
Price to Earnings Ratio
23.2x
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 26.8x which is higher than its 3-year average PE of 22.2x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 4.2% 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 | -0.44% | |
| Consumer Discretionary | 1.04% | |
| Specialty Stores | 0.63% | |
| Specialty Stores | 2.90% | |
| Automotive Retail | 1.87% | |
| Apparel Retail | 0.65% | |
| Home Furnishing Retail | -0.055% | |
| Home Improvement Retail | -1.25% | |
| Computer and Electronics Retail | -1.42% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 31.1x.
- Analysts expect its future annual earnings growth (8.0%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Home Improvement Retail industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 11.7x.
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 decline of 1.8% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.4% 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¥49.66k | 1.6% +JP¥233.1b | 34.2% | PE40.9x | |
| 8136 Sanrio Company | JP¥4.88k | 4.6% +JP¥50.5b | 117.7% | PE44.1x | |
| 8219 Aoyama Trading | JP¥2.11k | 29.3% +JP¥23.9b | 35.6% | PE11.7x | |
| 4732 USS | JP¥1.38k | 3.1% +JP¥19.7b | -5.2% | PE19x | |
| 262A Intermestic | JP¥2.57k | 6.7% +JP¥3.4b | n/a | PE21.4x |
