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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedSep 27, 2023
DataAggregated Company Financials
Companies160
  • 7D-1.9%
  • 3M-2.8%
  • 1Y20.0%
  • YTD16.1%

Over the last 7 days, the Specialty Stores industry has dropped 1.9%, driven by a pullback from Fast Retailing of 4.5%. In contrast, Kohnan Shoji has gained 9.8%. In the past year, the industry has gained 20%. Looking forward, 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Sep 2023JP¥20.8tJP¥19.4tJP¥875.9b13.6x23.7x1.1x
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
Wed, 02 Nov 2022JP¥17.3tJP¥18.4tJP¥922.9b10.8x18.8x0.9x
Fri, 30 Sep 2022JP¥16.9tJP¥18.2tJP¥908.2b10.8x18.6x0.9x
Sun, 28 Aug 2022JP¥17.6tJP¥18.2tJP¥905.4b10.5x19.4x1x
Tue, 26 Jul 2022JP¥17.0tJP¥18.2tJP¥892.6b11.4x19x0.9x
Thu, 23 Jun 2022JP¥15.1tJP¥18.1tJP¥831.3b11.1x18.2x0.8x
Sat, 21 May 2022JP¥14.2tJP¥18.2tJP¥834.7b11x17x0.8x
Mon, 18 Apr 2022JP¥14.7tJP¥18.2tJP¥749.2b10.8x19.7x0.8x
Wed, 16 Mar 2022JP¥14.0tJP¥18.0tJP¥726.0b10.4x19.3x0.8x
Fri, 11 Feb 2022JP¥15.1tJP¥18.0tJP¥710.6b11.6x21.3x0.8x
Sun, 09 Jan 2022JP¥14.8tJP¥18.1tJP¥691.6b11.2x21.4x0.8x
Tue, 07 Dec 2021JP¥15.6tJP¥18.0tJP¥698.9b10.8x22.3x0.9x
Thu, 04 Nov 2021JP¥17.5tJP¥18.1tJP¥682.3b10.5x25.6x1x
Sat, 02 Oct 2021JP¥17.8tJP¥18.2tJP¥696.8b10.1x25.5x1x
Mon, 30 Aug 2021JP¥16.8tJP¥19.0tJP¥702.8b11.5x23.9x0.9x
Tue, 06 Jul 2021JP¥18.2tJP¥19.0tJP¥705.0b11.7x25.9x1x
Fri, 09 Apr 2021JP¥19.3tJP¥18.4tJP¥532.1b12.3x36.3x1.1x
Thu, 31 Dec 2020JP¥19.4tJP¥18.1tJP¥518.1b13x37.5x1.1x
Sun, 04 Oct 2020JP¥16.9tJP¥17.9tJP¥461.6b14x36.7x0.9x
Price to Earnings Ratio

36.7x


Total Market Cap: JP¥16.9tTotal Earnings: JP¥461.6bTotal Revenue: JP¥17.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Specialty Stores Industry Price to Earnings3Y Average 25x202120222023
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 25.0x.
  • The 3-year average PS ratio of 0.96x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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-2.28%
Consumer Discretionary-2.99%
Specialty Stores-1.91%
Home Improvement Retail2.20%
Automotive Retail1.06%
Computer and Electronics Retail0.62%
Specialty Stores-1.18%
Home Furnishing Retail-1.83%
Apparel Retail-2.79%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 75.3x.
    • Analysts are expecting annual earnings growth of 7.2%, which is lower than the prior year's growth of 33.9% per year.
  • Investors are most pessimistic about the Automotive Retail industry, which is trading below its 3-year average of 15.3x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings growth rate of 4.4% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.3% 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
7516 Kohnan ShojiJP¥3.93k9.8%
+JP¥10.4b
17.9%PE8.5x
3186 NEXTAGEJP¥2.22k6.0%
+JP¥10.0b
-30.9%PE13.3x
8136 Sanrio CompanyJP¥7.07k1.0%
+JP¥5.6b
99.0%PE46.4x
8218 KomeriLtdJP¥3.23k3.7%
+JP¥5.5b
21.4%PE9.7x
4732 USSJP¥2.50k0.9%
+JP¥5.3b
10.2%PE19.6x
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Latest News

3333

JP¥1,270.00

Asahi

7D

-1.9%

1Y

-3.4%

7564

JP¥4,670.00

WorkmanLtd

7D

-3.6%

1Y

0%

3092

JP¥2,823.00

ZOZO

7D

-3.4%

1Y

-4.4%

2681

JP¥2,445.00

Geo Holdings

7D

-1.0%

1Y

41.1%

7419

JP¥1,342.00

Nojima

7D

3.5%

1Y

-0.4%

4732

JP¥2,504.00

USS

7D

0.9%

1Y

10.2%

8218

JP¥3,225.00

KomeriLtd

7D

3.7%

1Y

21.4%

7494

JP¥420.00

KonakaLtd

7D

-7.5%

1Y

22.8%

8136

JP¥7,074.00

Sanrio Company

7D

1.0%

1Y

99.0%

3186

JP¥2,223.00

NEXTAGE

7D

6.0%

1Y

-30.9%

3050

JP¥1,261.00

DCM Holdings

7D

2.8%

1Y

20.6%

9843

JP¥16,955.00

Nitori Holdings

7D

-0.3%

1Y

37.3%

7545

JP¥1,573.00

Nishimatsuya Chain

7D

-3.5%

1Y

8.5%

3048

JP¥1,109.00

Bic Camera

7D

2.0%

1Y

-7.9%

7516

JP¥3,925.00

Kohnan Shoji

7D

9.8%

1Y

17.9%

9983

JP¥33,150.00

Fast Retailing

7D

-4.5%

1Y

27.7%