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Japanese (NIKKEI) Specialty Stores Industry Analysis
UpdatedMay 01, 2024
DataAggregated Company Financials
Companies154
- 7D-0.4%
- 3M5.1%
- 1Y23.1%
- YTD14.4%
Last week, the Specialty Stores industry hasn't moved much but Sanrio Company is up 3.3% in that time. As for the the longer term, the industry is up 22% over the past 12 months. Looking forward, earnings are forecast to grow by 7.3% 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 |
|---|---|---|---|---|---|---|
| Wed, 01 May 2024 | JP¥24.2t | JP¥19.5t | JP¥961.6b | 12.9x | 25.2x | 1.2x |
| Fri, 29 Mar 2024 | JP¥26.1t | JP¥19.4t | JP¥941.2b | 12.8x | 27.7x | 1.3x |
| Sun, 25 Feb 2024 | JP¥24.4t | JP¥19.4t | JP¥938.8b | 12.6x | 26x | 1.3x |
| Tue, 23 Jan 2024 | JP¥23.1t | JP¥19.8t | JP¥946.1b | 13.4x | 24.5x | 1.2x |
| Thu, 21 Dec 2023 | JP¥22.2t | JP¥19.7t | JP¥915.7b | 13x | 24.3x | 1.1x |
| Sat, 18 Nov 2023 | JP¥21.4t | JP¥19.7t | JP¥912.9b | 12.7x | 23.5x | 1.1x |
| Mon, 16 Oct 2023 | JP¥21.0t | JP¥19.5t | JP¥904.8b | 12.9x | 23.2x | 1.1x |
| Wed, 13 Sep 2023 | JP¥21.0t | JP¥19.4t | JP¥875.8b | 13.6x | 23.9x | 1.1x |
| Fri, 11 Aug 2023 | JP¥21.0t | JP¥19.3t | JP¥869.1b | 13.1x | 24.1x | 1.1x |
| Sun, 09 Jul 2023 | JP¥20.6t | JP¥19.1t | JP¥878.8b | 13.5x | 23.5x | 1.1x |
| Tue, 06 Jun 2023 | JP¥20.5t | JP¥19.1t | JP¥876.2b | 12.5x | 23.4x | 1.1x |
| Thu, 04 May 2023 | JP¥19.8t | JP¥19.0t | JP¥888.0b | 12.1x | 22.3x | 1x |
| Sat, 01 Apr 2023 | JP¥19.5t | JP¥19.4t | JP¥961.1b | 11.5x | 20.3x | 1x |
| Mon, 27 Feb 2023 | JP¥12.0t | JP¥18.8t | JP¥909.3b | 10.6x | 13.3x | 0.6x |
| Wed, 25 Jan 2023 | JP¥17.1t | JP¥18.7t | JP¥928.3b | 10.7x | 18.5x | 0.9x |
| Fri, 23 Dec 2022 | JP¥17.3t | JP¥18.5t | JP¥938.7b | 10.6x | 18.5x | 0.9x |
| Sun, 20 Nov 2022 | JP¥17.6t | JP¥18.5t | JP¥938.8b | 10.3x | 18.8x | 1x |
| Tue, 18 Oct 2022 | JP¥17.4t | JP¥18.4t | JP¥924.3b | 10.8x | 18.9x | 0.9x |
| Thu, 15 Sep 2022 | JP¥17.1t | JP¥18.2t | JP¥907.3b | 10.7x | 18.9x | 0.9x |
| Sat, 13 Aug 2022 | JP¥17.5t | JP¥18.2t | JP¥897.1b | 11.1x | 19.5x | 1x |
| Mon, 11 Jul 2022 | JP¥15.4t | JP¥18.1t | JP¥841.3b | 11.4x | 18.3x | 0.9x |
| Wed, 08 Jun 2022 | JP¥15.3t | JP¥17.8t | JP¥824.1b | 11.5x | 18.5x | 0.9x |
| Fri, 06 May 2022 | JP¥14.3t | JP¥18.2t | JP¥748.3b | 11.2x | 19.1x | 0.8x |
| Sun, 03 Apr 2022 | JP¥14.6t | JP¥18.0t | JP¥727.3b | 10.1x | 20.1x | 0.8x |
| Tue, 01 Mar 2022 | JP¥14.8t | JP¥18.0t | JP¥725.5b | 10.3x | 20.4x | 0.8x |
| Thu, 27 Jan 2022 | JP¥15.2t | JP¥18.1t | JP¥716.3b | 10.3x | 21.2x | 0.8x |
| Sat, 25 Dec 2021 | JP¥15.5t | JP¥18.1t | JP¥699.4b | 10.6x | 22.2x | 0.9x |
| Mon, 22 Nov 2021 | JP¥16.8t | JP¥18.0t | JP¥700.5b | 10.9x | 24x | 0.9x |
| Wed, 20 Oct 2021 | JP¥17.1t | JP¥18.1t | JP¥717.5b | 10.3x | 23.8x | 0.9x |
| Fri, 17 Sep 2021 | JP¥17.8t | JP¥18.3t | JP¥696.3b | 10.2x | 25.6x | 1x |
| Sun, 15 Aug 2021 | JP¥17.6t | JP¥19.0t | JP¥702.8b | 11.6x | 25x | 0.9x |
| Thu, 10 Jun 2021 | JP¥18.7t | JP¥18.9t | JP¥644.7b | 11.9x | 28.9x | 1x |
Price to Earnings Ratio
35.3x
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 25.2x which is higher than its 3-year average PE of 22.2x.
- The 3-year average PS ratio of 0.98x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 22% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Discretionary industry?
| JP Market | 2.54% | |
| Consumer Discretionary | 1.79% | |
| Specialty Stores | -0.45% | |
| Home Improvement Retail | 4.09% | |
| Specialty Stores | 1.80% | |
| Computer and Electronics Retail | 0.53% | |
| Automotive Retail | -0.019% | |
| Home Furnishing Retail | -0.25% | |
| Apparel Retail | -1.04% | |
Industry PE
- Investors are most optimistic about the Home Furnishing Retail industry which is trading above its 3-year average PE ratio of 22.0x.
- Analysts are expecting annual earnings growth of 8.6%, which is higher than its past year's earnings decline of 14.1% per year.
- Investors are most pessimistic about the Automotive Retail industry, which is trading close to its 3-year average of 13.9x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 17% over the next 5 years.
- This is better than its past earnings decline of 11% per year.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 4.0% 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 | |
|---|---|---|---|---|---|
| 2790 NAFCO | JP¥2.90k | 4.1% +JP¥3.0b | 61.6% | PE24.8x | |
| 3738 T-Gaia | JP¥2.15k | 2.1% +JP¥2.5b | 29.5% | PE19.1x | |
| 9882 Yellow Hat | JP¥2.03k | 2.3% +JP¥2.1b | 6.9% | PE9.1x | |
| 2780 Komehyo HoldingsLtd | JP¥3.79k | 3.4% +JP¥1.4b | 40.9% | PE8.9x | |
| 8173 Joshin Denki | JP¥2.56k | 2.0% +JP¥1.3b | 27.6% | PE13.5x |
