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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies150
  • 7D2.5%
  • 3M20.4%
  • 1Y39.8%
  • YTD27.0%

Over the last 7 days, the Specialty Stores industry has risen 2.5%, driven by gains from Fast Retailing of 7.0%. In the same time, Nitori Holdings was down 7.4%. This takes the industry's 12 month performance to a gain of 40%. Looking forward, earnings are forecast to grow by 9.9% annually.

Industry Valuation and Performance

Has the Japanese Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Jun 2026JP¥38.1tJP¥22.5tJP¥1.2t13.9x31.6x1.7x
Sun, 17 May 2026JP¥34.0tJP¥22.3tJP¥1.2t13.8x28.3x1.5x
Tue, 14 Apr 2026JP¥35.2tJP¥22.1tJP¥1.2t14.4x29.3x1.6x
Thu, 12 Mar 2026JP¥32.2tJP¥22.0tJP¥1.2t14x27.5x1.5x
Sat, 07 Feb 2026JP¥32.0tJP¥21.9tJP¥1.2t14.2x27.4x1.5x
Mon, 05 Jan 2026JP¥30.0tJP¥21.7tJP¥1.1t14.5x26.3x1.4x
Wed, 03 Dec 2025JP¥30.0tJP¥21.6tJP¥1.1t13.8x26.3x1.4x
Fri, 31 Oct 2025JP¥29.1tJP¥21.5tJP¥1.1t13.6x25.7x1.4x
Sun, 28 Sep 2025JP¥27.5tJP¥21.1tJP¥1.1t14.2x25.1x1.3x
Tue, 26 Aug 2025JP¥28.3tJP¥21.1tJP¥1.1t14.6x25.9x1.3x
Thu, 24 Jul 2025JP¥27.1tJP¥20.9tJP¥1.1t14.1x25.1x1.3x
Sat, 21 Jun 2025JP¥26.8tJP¥20.7tJP¥1.1t14x24.7x1.3x
Mon, 19 May 2025JP¥27.6tJP¥20.6tJP¥1.1t14.3x25.4x1.3x
Wed, 16 Apr 2025JP¥26.3tJP¥20.5tJP¥1.1t13.5x24.3x1.3x
Fri, 14 Mar 2025JP¥26.1tJP¥20.3tJP¥1.1t14.5x24.8x1.3x
Sun, 09 Feb 2025JP¥27.6tJP¥20.7tJP¥1.0t13.6x26.4x1.3x
Tue, 07 Jan 2025JP¥28.4tJP¥20.4tJP¥1.0t13.7x28.1x1.4x
Thu, 05 Dec 2024JP¥28.9tJP¥20.4tJP¥1.0t13.6x28.5x1.4x
Sat, 02 Nov 2024JP¥26.7tJP¥20.3tJP¥1.0t13.2x26.4x1.3x
Mon, 30 Sep 2024JP¥27.7tJP¥20.0tJP¥1.0t13.5x27.6x1.4x
Wed, 28 Aug 2024JP¥26.9tJP¥20.0tJP¥1.0t13.5x26.8x1.3x
Fri, 26 Jul 2024JP¥23.8tJP¥19.8tJP¥997.6b13.2x23.9x1.2x
Sun, 23 Jun 2024JP¥23.4tJP¥19.6tJP¥962.0b13.5x24.3x1.2x
Tue, 21 May 2024JP¥23.8tJP¥19.6tJP¥961.0b13.1x24.7x1.2x
Thu, 18 Apr 2024JP¥24.0tJP¥19.5tJP¥962.7b12.7x25x1.2x
Sat, 16 Mar 2024JP¥25.3tJP¥19.4tJP¥940.7b12.9x26.9x1.3x
Mon, 12 Feb 2024JP¥23.2tJP¥19.4tJP¥936.9b13.4x24.8x1.2x
Wed, 10 Jan 2024JP¥21.5tJP¥19.7tJP¥924.6b13.4x23.3x1.1x
Fri, 08 Dec 2023JP¥21.8tJP¥19.7tJP¥916.5b12.8x23.8x1.1x
Sun, 05 Nov 2023JP¥20.7tJP¥19.6tJP¥909.8b12.7x22.8x1.1x
Tue, 03 Oct 2023JP¥20.1tJP¥19.4tJP¥876.8b13.3x23x1x
Thu, 31 Aug 2023JP¥20.6tJP¥19.4tJP¥875.3b13.3x23.6x1.1x
Sat, 29 Jul 2023JP¥21.0tJP¥19.3tJP¥875.5b13.3x24x1.1x
Mon, 26 Jun 2023JP¥21.1tJP¥19.1tJP¥876.0b12.9x24.1x1.1x
Price to Earnings Ratio

24.1x


Total Market Cap: JP¥21.1tTotal Earnings: JP¥876.0bTotal Revenue: JP¥19.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Specialty Stores Industry Price to Earnings3Y Average 25.7x202420252026
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 31.6x which is higher than its 3-year average PE of 25.7x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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 Market4.79%
Consumer Discretionary2.06%
Specialty Stores2.48%
Apparel Retail3.92%
Automotive Retail0.78%
Specialty Stores-1.48%
Home Improvement Retail-1.75%
Home Furnishing Retail-4.44%
Computer and Electronics Retail-4.85%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 31.6x.
    • Analysts are expecting annual earnings growth of 10.5%, which is higher than its past year's earnings growth of 5.9% per year.
  • Investors are most pessimistic about the Home Improvement Retail industry, which is trading close to its 3-year average of 13.5x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 12% over the next 5 years.
  • However this is lower than its past earnings growth rate of 15% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
9983 Fast RetailingJP¥84.01k7.0%
+JP¥1.7t		79.2%PE53.8x
3092 ZOZOJP¥1.13k5.8%
+JP¥55.3b		-26.5%PE20.9x
3186 NEXTAGEJP¥4.14k16.5%
+JP¥45.8b		140.7%PE20.7x
8136 Sanrio CompanyJP¥891.901.7%
+JP¥18.3b		-36.4%PE20.9x
456A HUMAN MADEJP¥1.68k6.7%
+JP¥9.6b		n/aPE47.5x

Latest News

3186
JP¥4,135.00
NEXTAGE
7D
16.5%
1Y
140.7%
7419
JP¥1,464.00
Nojima
7D
-3.4%
1Y
47.3%
3092
JP¥1,131.00
ZOZO
7D
5.8%
1Y
-26.5%
Narrative Update • Jun 17

3092: Share Buybacks And Dividends Will Fail To Support Overvalued Stock

Analysts have maintained their ¥880 price target for ZOZO, noting only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What’s in the News for ZOZO ZOZO, Inc.
8227
JP¥3,280.00
SHIMAMURA
7D
-2.1%
1Y
0.3%
456A
JP¥1,679.00
HUMAN MADE
7D
6.7%
1Y
n/a
5889
JP¥2,332.00
Japan Eyewear Holdings
7D
7.0%
1Y
10.0%
9831
JP¥648.00
Yamada Holdings
7D
-6.3%
1Y
44.8%
7599
JP¥1,373.00
IDOM
7D
3.9%
1Y
28.2%
9843
JP¥2,469.00
Nitori Holdings
7D
-7.4%
1Y
-11.7%
2730
JP¥2,268.00
EDION
7D
-11.8%
1Y
9.3%
262A
JP¥2,227.00
Intermestic
7D
3.5%
1Y
33.0%
8136
JP¥891.90
Sanrio Company
7D
1.7%
1Y
-36.4%
7564
JP¥6,990.00
WorkmanLtd
7D
-4.0%
1Y
16.1%
8282
JP¥1,975.50
K's Holdings
7D
-6.0%
1Y
35.9%
3048
JP¥1,668.00
Bic Camera
7D
-6.6%
1Y
6.0%
9983
JP¥84,010.00
Fast Retailing
7D
7.0%
1Y
79.2%