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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 Sep 2023 | JP¥20.8t | JP¥19.4t | JP¥875.9b | 13.6x | 23.7x | 1.1x |
| Sat, 26 Aug 2023 | JP¥20.4t | JP¥19.4t | JP¥875.3b | 13.2x | 23.3x | 1.1x |
| Mon, 24 Jul 2023 | JP¥20.6t | JP¥19.3t | JP¥877.0b | 13x | 23.5x | 1.1x |
| Wed, 21 Jun 2023 | JP¥21.4t | JP¥19.1t | JP¥875.9b | 12.9x | 24.5x | 1.1x |
| Fri, 19 May 2023 | JP¥20.7t | JP¥19.1t | JP¥870.2b | 12.6x | 23.7x | 1.1x |
| Sun, 16 Apr 2023 | JP¥20.9t | JP¥19.6t | JP¥979.9b | 11.6x | 21.3x | 1.1x |
| Tue, 14 Mar 2023 | JP¥18.3t | JP¥18.8t | JP¥908.9b | 11x | 20.1x | 1x |
| Thu, 09 Feb 2023 | JP¥17.8t | JP¥18.8t | JP¥920.4b | 10.8x | 19.4x | 0.9x |
| Sat, 07 Jan 2023 | JP¥17.4t | JP¥18.6t | JP¥935.3b | 11x | 18.6x | 0.9x |
| Mon, 05 Dec 2022 | JP¥17.5t | JP¥18.5t | JP¥938.8b | 10.3x | 18.6x | 0.9x |
| Wed, 02 Nov 2022 | JP¥17.3t | JP¥18.4t | JP¥922.9b | 10.8x | 18.8x | 0.9x |
| Fri, 30 Sep 2022 | JP¥16.9t | JP¥18.2t | JP¥908.2b | 10.8x | 18.6x | 0.9x |
| Sun, 28 Aug 2022 | JP¥17.6t | JP¥18.2t | JP¥905.4b | 10.5x | 19.4x | 1x |
| Tue, 26 Jul 2022 | JP¥17.0t | JP¥18.2t | JP¥892.6b | 11.4x | 19x | 0.9x |
| Thu, 23 Jun 2022 | JP¥15.1t | JP¥18.1t | JP¥831.3b | 11.1x | 18.2x | 0.8x |
| Sat, 21 May 2022 | JP¥14.2t | JP¥18.2t | JP¥834.7b | 11x | 17x | 0.8x |
| Mon, 18 Apr 2022 | JP¥14.7t | JP¥18.2t | JP¥749.2b | 10.8x | 19.7x | 0.8x |
| Wed, 16 Mar 2022 | JP¥14.0t | JP¥18.0t | JP¥726.0b | 10.4x | 19.3x | 0.8x |
| Fri, 11 Feb 2022 | JP¥15.1t | JP¥18.0t | JP¥710.6b | 11.6x | 21.3x | 0.8x |
| Sun, 09 Jan 2022 | JP¥14.8t | JP¥18.1t | JP¥691.6b | 11.2x | 21.4x | 0.8x |
| Tue, 07 Dec 2021 | JP¥15.6t | JP¥18.0t | JP¥698.9b | 10.8x | 22.3x | 0.9x |
| Thu, 04 Nov 2021 | JP¥17.5t | JP¥18.1t | JP¥682.3b | 10.5x | 25.6x | 1x |
| Sat, 02 Oct 2021 | JP¥17.8t | JP¥18.2t | JP¥696.8b | 10.1x | 25.5x | 1x |
| Mon, 30 Aug 2021 | JP¥16.8t | JP¥19.0t | JP¥702.8b | 11.5x | 23.9x | 0.9x |
| Tue, 06 Jul 2021 | JP¥18.2t | JP¥19.0t | JP¥705.0b | 11.7x | 25.9x | 1x |
| Fri, 09 Apr 2021 | JP¥19.3t | JP¥18.4t | JP¥532.1b | 12.3x | 36.3x | 1.1x |
| Thu, 31 Dec 2020 | JP¥19.4t | JP¥18.1t | JP¥518.1b | 13x | 37.5x | 1.1x |
| Sun, 04 Oct 2020 | JP¥16.9t | JP¥17.9t | JP¥461.6b | 14x | 36.7x | 0.9x |
Price to Earnings Ratio
36.7x
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 Retail | 2.20% | |
| Automotive Retail | 1.06% | |
| Computer and Electronics Retail | 0.62% | |
| 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 7516 Kohnan Shoji | JP¥3.93k | 9.8% +JP¥10.4b | 17.9% | PE8.5x | |
| 3186 NEXTAGE | JP¥2.22k | 6.0% +JP¥10.0b | -30.9% | PE13.3x | |
| 8136 Sanrio Company | JP¥7.07k | 1.0% +JP¥5.6b | 99.0% | PE46.4x | |
| 8218 KomeriLtd | JP¥3.23k | 3.7% +JP¥5.5b | 21.4% | PE9.7x | |
| 4732 USS | JP¥2.50k | 0.9% +JP¥5.3b | 10.2% | PE19.6x |