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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies153
  • 7D-3.4%
  • 3M4.3%
  • 1Y12.6%
  • YTD3.6%

Over the last 7 days, the Specialty Stores industry has dropped 3.1%, driven by a pullback from Fast Retailing of 4.9%. In the past year, the industry has gained 15%. As for the next few years, earnings are expected to grow by 7.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 Jan 2026JP¥31.2tJP¥21.9tJP¥1.2t13.7x26.7x1.4x
Sun, 21 Dec 2025JP¥30.0tJP¥21.7tJP¥1.1t14.5x26.3x1.4x
Tue, 18 Nov 2025JP¥28.7tJP¥21.6tJP¥1.1t13.9x25.3x1.3x
Thu, 16 Oct 2025JP¥28.8tJP¥21.5tJP¥1.1t14.4x25.3x1.3x
Sat, 13 Sep 2025JP¥28.5tJP¥21.0tJP¥1.1t14.6x26.1x1.4x
Mon, 11 Aug 2025JP¥27.3tJP¥21.1tJP¥1.1t14x24.9x1.3x
Wed, 09 Jul 2025JP¥27.4tJP¥20.8tJP¥1.1t14.2x25.1x1.3x
Fri, 06 Jun 2025JP¥27.5tJP¥20.7tJP¥1.1t14.2x25.4x1.3x
Sun, 04 May 2025JP¥26.9tJP¥20.5tJP¥1.1t14.2x25x1.3x
Tue, 01 Apr 2025JP¥25.5tJP¥20.3tJP¥1.1t14.4x24.3x1.3x
Thu, 27 Feb 2025JP¥26.6tJP¥20.8tJP¥1.1t13.7x25.1x1.3x
Sat, 25 Jan 2025JP¥27.8tJP¥20.6tJP¥1.0t13.8x26.8x1.3x
Mon, 23 Dec 2024JP¥28.6tJP¥20.4tJP¥1.0t13.8x28.1x1.4x
Wed, 20 Nov 2024JP¥27.3tJP¥20.4tJP¥1.0t13.4x26.8x1.3x
Fri, 18 Oct 2024JP¥28.9tJP¥20.2tJP¥1.0t13.7x28.6x1.4x
Sun, 15 Sep 2024JP¥25.9tJP¥20.0tJP¥1.0t13.2x25.8x1.3x
Tue, 13 Aug 2024JP¥23.8tJP¥19.9tJP¥1.0t12.8x23.6x1.2x
Thu, 11 Jul 2024JP¥24.8tJP¥19.7tJP¥961.5b13.4x25.8x1.3x
Sat, 08 Jun 2024JP¥23.6tJP¥19.6tJP¥961.4b13.3x24.6x1.2x
Mon, 06 May 2024JP¥23.9tJP¥19.5tJP¥965.1b13x24.8x1.2x
Wed, 03 Apr 2024JP¥26.2tJP¥19.4tJP¥941.6b12.8x27.8x1.4x
Fri, 01 Mar 2024JP¥24.5tJP¥19.4tJP¥938.8b12.6x26.1x1.3x
Sun, 28 Jan 2024JP¥22.9tJP¥19.8tJP¥945.1b13.3x24.3x1.2x
Tue, 26 Dec 2023JP¥21.7tJP¥19.7tJP¥915.7b13.1x23.7x1.1x
Thu, 23 Nov 2023JP¥21.9tJP¥19.7tJP¥914.9b12.7x24x1.1x
Sat, 21 Oct 2023JP¥20.3tJP¥19.5tJP¥904.8b12.7x22.4x1x
Mon, 18 Sep 2023JP¥21.4tJP¥19.4tJP¥876.1b13.4x24.4x1.1x
Wed, 16 Aug 2023JP¥20.9tJP¥19.4tJP¥874.5b13.1x23.9x1.1x
Fri, 14 Jul 2023JP¥21.1tJP¥19.2tJP¥884.7b13.4x23.9x1.1x
Sun, 11 Jun 2023JP¥20.9tJP¥19.1tJP¥876.1b12.8x23.9x1.1x
Tue, 09 May 2023JP¥19.6tJP¥19.0tJP¥887.6b12.1x22x1x
Thu, 06 Apr 2023JP¥19.9tJP¥19.4tJP¥958.3b11.5x20.7x1x
Sat, 04 Mar 2023JP¥17.9tJP¥18.8tJP¥908.8b10.8x19.7x1x
Mon, 30 Jan 2023JP¥17.4tJP¥18.7tJP¥927.4b10.9x18.7x0.9x
Price to Earnings Ratio

18.7x


Total Market Cap: JP¥17.4tTotal Earnings: JP¥927.4bTotal Revenue: JP¥18.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Specialty Stores Industry Price to Earnings3Y Average 24.7x202420252026
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 24.7x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 7.9% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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-1.15%
Consumer Discretionary-2.62%
Specialty Stores-3.44%
Home Furnishing Retail1.56%
Home Improvement Retail0.76%
Computer and Electronics Retail0.37%
Automotive Retail0.099%
Apparel Retail-4.19%
Specialty Stores-6.29%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 30.5x.
    • Analysts are expecting annual earnings growth of 7.4%, which is higher than its past year's earnings growth of 4.4% per year.
  • Investors are most pessimistic about the Home Improvement Retail industry, which is trading close to its 3-year average of 13.2x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 12% over the next 5 years.
  • This is better than its past earnings growth rate of 9.4% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 3.1% 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
9843 Nitori HoldingsJP¥2.66k1.7%
+JP¥24.6b		-28.3%PE17.9x
8227 SHIMAMURAJP¥10.73k2.4%
+JP¥18.4b		24.1%PE18.2x
9818 Daimaru EnawinJP¥2.40k43.2%
+JP¥5.6b		33.4%PE21.7x
8218 KomeriLtdJP¥3.61k2.7%
+JP¥4.5b		16.1%PE11.7x
9882 Yellow HatJP¥1.70k3.1%
+JP¥4.4b		29.7%PE12.6x

Latest News

7545
JP¥2,156.00
Nishimatsuya Chain
7D
2.6%
1Y
-4.3%
9818
JP¥2,400.00
Daimaru Enawin
7D
43.2%
1Y
33.4%

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2730
JP¥2,158.00
EDION
7D
1.2%
1Y
21.9%
9843
JP¥2,658.50
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7D
1.7%
1Y
-28.3%

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Jan 17
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8136
JP¥4,558.00
Sanrio Company
7D
-10.2%
1Y
-17.3%

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Jan 17
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3186
JP¥3,425.00
NEXTAGE
7D
-3.5%
1Y
140.7%
2670
JP¥2,470.00
ABC-MartInc
7D
-1.7%
1Y
-21.8%

ABC-Mart,Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Jan 11
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9983
JP¥60,850.00
Fast Retailing
7D
-4.9%
1Y
22.8%

Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Jan 10
Fast Retailing Co., Ltd. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
9831
JP¥539.70
Yamada Holdings
7D
1.0%
1Y
22.2%

We Think Yamada Holdings (TSE:9831) Is Taking Some Risk With Its Debt

Jan 09
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8227
JP¥10,730.00
SHIMAMURA
7D
2.4%
1Y
24.1%

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Jan 09
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3092
JP¥1,230.00
ZOZO
7D
-3.6%
1Y
-23.2%

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Analysts have made a small downward adjustment to their fair value estimate for ZOZO to ¥1,852.28 from ¥1,853.41, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. What's in the News ZOZO announced a second quarter dividend of ¥19 per share for the period ended September 30, 2025, compared with ¥53 per share a year earlier, with amounts presented on a post stock split basis (Key Developments).
7564
JP¥6,520.00
WorkmanLtd
7D
-0.6%
1Y
54.0%

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Jan 05
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4732
JP¥1,740.50
USS
7D
-0.5%
1Y
27.9%

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Dec 27
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9882
JP¥1,698.00
Yellow Hat
7D
3.1%
1Y
29.7%
8218
JP¥3,610.00
KomeriLtd
7D
2.7%
1Y
16.1%

KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00

Dec 17
KomeriLtd (TSE:8218) Has Announced A Dividend Of ¥28.00
456A
JP¥4,095.00
HUMAN MADE
7D
-6.3%
1Y
n/a