Earnings Release: Here's Why Analysts Cut Their Yamada Holdings Co., Ltd. (TSE:9831) Price Target To JP¥490
Aug 10
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Japanese (NIKKEI) Specialty Stores Industry Analysis
UpdatedAug 10, 2025
DataAggregated Company Financials
Companies158
- 7D-0.1%
- 3M-1.0%
- 1Y15.7%
- YTD-3.4%
Over the last 7 days, the Specialty Stores industry has remained flat, although notably Nitori Holdings gained 3.7%. As for the the longer term, the industry is up 16% over the past 12 months. Looking forward, earnings are forecast to grow by 7.6% 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 |
|---|---|---|---|---|---|---|
| Sun, 10 Aug 2025 | JP¥27.3t | JP¥21.1t | JP¥1.1t | 14x | 24.9x | 1.3x |
| Tue, 08 Jul 2025 | JP¥27.3t | JP¥20.8t | JP¥1.1t | 14.2x | 25x | 1.3x |
| Thu, 05 Jun 2025 | JP¥27.7t | JP¥20.7t | JP¥1.1t | 14.2x | 25.5x | 1.3x |
| Sat, 03 May 2025 | JP¥26.9t | JP¥20.5t | JP¥1.1t | 14.2x | 25x | 1.3x |
| Mon, 31 Mar 2025 | JP¥26.2t | JP¥20.3t | JP¥1.1t | 14.7x | 24.9x | 1.3x |
| Wed, 26 Feb 2025 | JP¥26.4t | JP¥20.8t | JP¥1.1t | 13.7x | 24.9x | 1.3x |
| Fri, 24 Jan 2025 | JP¥27.7t | JP¥20.6t | JP¥1.0t | 13.5x | 26.7x | 1.3x |
| Sun, 22 Dec 2024 | JP¥28.6t | JP¥20.4t | JP¥1.0t | 13.8x | 28.1x | 1.4x |
| Tue, 19 Nov 2024 | JP¥27.2t | JP¥20.4t | JP¥1.0t | 13.5x | 26.8x | 1.3x |
| Thu, 17 Oct 2024 | JP¥29.2t | JP¥20.2t | JP¥1.0t | 13.6x | 28.8x | 1.4x |
| Sat, 14 Sep 2024 | JP¥25.9t | JP¥20.0t | JP¥1.0t | 13.2x | 25.8x | 1.3x |
| Mon, 12 Aug 2024 | JP¥23.8t | JP¥19.9t | JP¥1.0t | 12.8x | 23.6x | 1.2x |
| Wed, 10 Jul 2024 | JP¥24.1t | JP¥19.7t | JP¥961.5b | 13.3x | 25.1x | 1.2x |
| Fri, 07 Jun 2024 | JP¥23.5t | JP¥19.6t | JP¥961.4b | 13.3x | 24.5x | 1.2x |
| Sun, 05 May 2024 | JP¥23.9t | JP¥19.5t | JP¥965.1b | 13x | 24.8x | 1.2x |
| Tue, 02 Apr 2024 | JP¥26.4t | JP¥19.4t | JP¥940.7b | 12.8x | 28.1x | 1.4x |
| Thu, 29 Feb 2024 | JP¥24.5t | JP¥19.4t | JP¥938.8b | 12.7x | 26.1x | 1.3x |
| Sat, 27 Jan 2024 | JP¥22.9t | JP¥19.8t | JP¥945.8b | 13.3x | 24.2x | 1.2x |
| Mon, 25 Dec 2023 | JP¥21.7t | JP¥19.7t | JP¥915.7b | 13x | 23.7x | 1.1x |
| Wed, 22 Nov 2023 | JP¥21.7t | JP¥19.7t | JP¥914.9b | 12.7x | 23.7x | 1.1x |
| Fri, 20 Oct 2023 | JP¥20.5t | JP¥19.5t | JP¥904.8b | 12.6x | 22.7x | 1.1x |
| Sun, 17 Sep 2023 | JP¥21.4t | JP¥19.4t | JP¥875.8b | 13.4x | 24.4x | 1.1x |
| Tue, 15 Aug 2023 | JP¥20.7t | JP¥19.4t | JP¥874.5b | 12.9x | 23.6x | 1.1x |
| Thu, 13 Jul 2023 | JP¥21.0t | JP¥19.1t | JP¥878.8b | 13.5x | 23.9x | 1.1x |
| Sat, 10 Jun 2023 | JP¥20.9t | JP¥19.1t | JP¥876.1b | 12.8x | 23.9x | 1.1x |
| Mon, 08 May 2023 | JP¥19.8t | JP¥19.0t | JP¥887.6b | 12.1x | 22.4x | 1x |
| Wed, 05 Apr 2023 | JP¥19.9t | JP¥19.4t | JP¥958.3b | 11.6x | 20.7x | 1x |
| Fri, 03 Mar 2023 | JP¥17.5t | JP¥18.8t | JP¥908.8b | 10.8x | 19.3x | 0.9x |
| Sun, 29 Jan 2023 | JP¥17.4t | JP¥18.7t | JP¥927.4b | 10.9x | 18.7x | 0.9x |
| Tue, 27 Dec 2022 | JP¥17.3t | JP¥18.5t | JP¥932.0b | 10.6x | 18.5x | 0.9x |
| Thu, 24 Nov 2022 | JP¥17.5t | JP¥18.5t | JP¥938.8b | 10.4x | 18.7x | 0.9x |
| Sat, 22 Oct 2022 | JP¥17.2t | JP¥18.4t | JP¥924.1b | 10.7x | 18.6x | 0.9x |
| Mon, 19 Sep 2022 | JP¥17.1t | JP¥18.2t | JP¥907.8b | 10.7x | 18.9x | 0.9x |
| Wed, 17 Aug 2022 | JP¥17.7t | JP¥18.2t | JP¥910.0b | 10.4x | 19.5x | 1x |
Price to Earnings Ratio
19.5x
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 23.6x.
- The 3-year average PS ratio of 1.2x 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 6.5% per year over the last three years.
- Revenues for these companies have grown 5.0% 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 | 2.39% | |
| Consumer Discretionary | 2.63% | |
| Specialty Stores | -0.11% | |
| Automotive Retail | 4.11% | |
| Home Furnishing Retail | 3.66% | |
| Home Improvement Retail | 1.06% | |
| Specialty Stores | 0.30% | |
| Apparel Retail | -0.68% | |
| Computer and Electronics Retail | -1.90% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry, which is trading close to its 3-year average PE ratio of 29.9x.
- Analysts are expecting annual earnings growth of 7.7%, which is higher than its past year's earnings growth of 4.5% per year.
- Investors are most pessimistic about the Home Improvement Retail industry, which is trading close to its 3-year average of 12.8x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 10% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Automotive Retail industry is expected to see its earnings grow by 5.5% 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 | |
|---|---|---|---|---|---|
| 9843 Nitori Holdings | JP¥13.34k | 3.7% +JP¥54.2b | -32.4% | PE18.4x | |
| 4732 USS | JP¥1.77k | 5.5% +JP¥43.0b | 39.2% | PE21.2x | |
| 2670 ABC-MartInc | JP¥3.03k | 5.2% +JP¥36.9b | 8.4% | PE16.6x | |
| 3092 ZOZO | JP¥1.54k | 3.0% +JP¥36.6b | 5.3% | PE29.8x | |
| 2726 PAL GROUP Holdings | JP¥5.40k | 4.9% +JP¥21.7b | 156.4% | PE36.4x |
