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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedJul 17, 2026
DataAggregated Company Financials
Companies148
  • 7D-4.9%
  • 3M5.1%
  • 1Y39.9%
  • YTD23.5%

Over the last 7 days, the Specialty Stores industry has dropped 4.9%, driven by Fast Retailing declining 7.4%. In contrast, Sanrio Company has gained 7.6%. In the past year, the industry has gained 40%. As for the next few years, earnings are expected to grow by 9.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Jul 2026JP¥36.9tJP¥22.7tJP¥1.3t14.1x29.3x1.6x
Sun, 14 Jun 2026JP¥37.4tJP¥22.5tJP¥1.2t14.1x31.1x1.7x
Tue, 12 May 2026JP¥35.1tJP¥22.2tJP¥1.2t14x29.5x1.6x
Thu, 09 Apr 2026JP¥33.2tJP¥21.9tJP¥1.2t14.2x28.4x1.5x
Sat, 07 Mar 2026JP¥32.9tJP¥22.0tJP¥1.2t13.9x28.1x1.5x
Mon, 02 Feb 2026JP¥30.4tJP¥21.9tJP¥1.2t13.8x26x1.4x
Wed, 31 Dec 2025JP¥30.0tJP¥21.7tJP¥1.1t14.5x26.3x1.4x
Fri, 28 Nov 2025JP¥30.3tJP¥21.6tJP¥1.1t13.9x26.6x1.4x
Sun, 26 Oct 2025JP¥29.7tJP¥21.5tJP¥1.1t14x26.3x1.4x
Tue, 23 Sep 2025JP¥27.7tJP¥21.1tJP¥1.1t14.3x25.2x1.3x
Thu, 21 Aug 2025JP¥28.5tJP¥21.1tJP¥1.1t14.8x26.1x1.4x
Sat, 19 Jul 2025JP¥26.3tJP¥20.9tJP¥1.1t13.9x24.3x1.3x
Mon, 16 Jun 2025JP¥26.8tJP¥20.7tJP¥1.1t13.8x24.7x1.3x
Wed, 14 May 2025JP¥27.6tJP¥20.6tJP¥1.1t14.2x25.4x1.3x
Fri, 11 Apr 2025JP¥26.2tJP¥20.4tJP¥1.1t13.1x24.8x1.3x
Sun, 09 Mar 2025JP¥26.2tJP¥20.3tJP¥1.1t13.9x24.9x1.3x
Tue, 04 Feb 2025JP¥27.8tJP¥20.7tJP¥1.0t13.8x26.7x1.3x
Thu, 02 Jan 2025JP¥29.2tJP¥20.4tJP¥1.0t14x28.9x1.4x
Sat, 30 Nov 2024JP¥28.1tJP¥20.4tJP¥1.0t13.9x27.7x1.4x
Mon, 28 Oct 2024JP¥27.2tJP¥20.3tJP¥1.0t13.4x26.9x1.3x
Wed, 25 Sep 2024JP¥27.1tJP¥20.0tJP¥1.0t13.2x27x1.4x
Fri, 23 Aug 2024JP¥26.1tJP¥20.0tJP¥1.0t13.4x26x1.3x
Sun, 21 Jul 2024JP¥24.3tJP¥19.8tJP¥996.8b13.6x24.4x1.2x
Tue, 18 Jun 2024JP¥23.0tJP¥19.6tJP¥961.9b13.3x23.9x1.2x
Thu, 16 May 2024JP¥23.5tJP¥19.5tJP¥955.6b12.9x24.6x1.2x
Sat, 13 Apr 2024JP¥24.6tJP¥19.4tJP¥963.1b12.9x25.6x1.3x
Mon, 11 Mar 2024JP¥25.1tJP¥19.4tJP¥938.7b12.8x26.7x1.3x
Wed, 07 Feb 2024JP¥22.8tJP¥19.4tJP¥935.9b13.6x24.4x1.2x
Fri, 05 Jan 2024JP¥21.4tJP¥19.7tJP¥924.6b13.2x23.2x1.1x
Sun, 03 Dec 2023JP¥22.0tJP¥19.7tJP¥916.5b12.7x24x1.1x
Tue, 31 Oct 2023JP¥20.0tJP¥19.5tJP¥903.3b13x22.2x1x
Thu, 28 Sep 2023JP¥20.6tJP¥19.4tJP¥875.9b13.3x23.5x1.1x
Sat, 26 Aug 2023JP¥20.4tJP¥19.4tJP¥875.3b13.2x23.3x1.1x
Mon, 24 Jul 2023JP¥20.6tJP¥19.3tJP¥877.0b13x23.5x1.1x
Price to Earnings Ratio

23.5x


Total Market Cap: JP¥20.6tTotal Earnings: JP¥877.0bTotal Revenue: JP¥19.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Specialty Stores Industry Price to Earnings3Y Average 25.9x202420252026
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 29.3x which is higher than its 3-year average PE of 25.9x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 13% 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 Market-0.36%
Consumer Discretionary0.55%
Specialty Stores-4.94%
Specialty Stores3.12%
Computer and Electronics Retail0.55%
Home Improvement Retail0.28%
Home Furnishing Retail-0.46%
Automotive Retail-1.41%
Apparel Retail-6.47%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 31.9x.
    • Analysts expect its future annual earnings growth (10.4%) to be largely in line with prior year's earnings growth.
  • 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 11% over the next 5 years.
  • This is better than its past earnings growth rate of 8.4% 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
8136 Sanrio CompanyJP¥1.21k5.6%
+JP¥77.6b		-1.6%PE26.8x
9843 Nitori HoldingsJP¥2.47k3.6%
+JP¥48.9b		-5.9%PE15.6x
9831 Yamada HoldingsJP¥702.107.9%
+JP¥34.4b		52.7%PE31.6x
3092 ZOZOJP¥1.20k3.0%
+JP¥30.9b		-22.4%PE22x
2670 ABC-MartIncJP¥2.68k2.1%
+JP¥13.5b		-8.3%PE13.9x

Latest News

3046
JP¥6,330.00
JINS HOLDINGS
7D
-18.2%
1Y
-19.7%
456A
JP¥1,490.00
HUMAN MADE
7D
-3.1%
1Y
n/a
7599
JP¥1,265.00
IDOM
7D
-9.0%
1Y
28.4%
2670
JP¥2,675.00
ABC-MartInc
7D
2.1%
1Y
-8.3%
2726
JP¥1,412.00
PAL GROUP Holdings
7D
-3.6%
1Y
-38.1%
9983
JP¥79,340.00
Fast Retailing
7D
-3.4%
1Y
79.1%
Analysis Article • Jul 12

Fast Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Fast Retailing Co., Ltd. ( TSE:9983 ) just released its quarterly report and things are looking bullish. The company...
9831
JP¥702.10
Yamada Holdings
7D
7.9%
1Y
52.7%
8227
JP¥3,362.00
SHIMAMURA
7D
1.3%
1Y
-6.0%
4732
JP¥2,010.00
USS
7D
1.4%
1Y
20.4%
2685
JP¥3,420.00
and ST HDLtd
7D
-2.8%
1Y
17.8%
Analysis Article • Jul 04

Analysts Have Made A Financial Statement On and ST HD Co.,Ltd.'s (TSE:2685) First-Quarter Report

It's been a good week for and ST HD Co.,Ltd. ( TSE:2685 ) shareholders, because the company has just released its...
8282
JP¥1,768.50
K's Holdings
7D
-1.9%
1Y
15.9%
Analysis Article • Jul 03

We Think K's Holdings' (TSE:8282) Profit Is Only A Baseline For What They Can Achieve

The subdued stock price reaction suggests that K's Holdings Corporation's ( TSE:8282 ) strong earnings didn't offer any...
7564
JP¥5,680.00
WorkmanLtd
7D
-5.0%
1Y
-11.4%
8136
JP¥1,206.50
Sanrio Company
7D
5.6%
1Y
-1.6%
3092
JP¥1,196.50
ZOZO
7D
3.0%
1Y
-22.4%
Narrative Update • Jul 01

3092: Dividend And Share Repurchase Plans Will Support Stable Future Returns

Analysts have trimmed their fair value estimate for ZOZO to ¥1,235.65 from ¥1,359.82, citing slightly lower assumptions for revenue growth, profit margins and future P/E multiples. What's in the News ZOZO's board scheduled a meeting on May 19, 2026 to resolve director candidates for the 28th Ordinary General Meeting of Shareholders and to approve the disposal of treasury shares under restricted stock compensation, along with other business items.
9843
JP¥2,466.50
Nitori Holdings
7D
3.6%
1Y
-5.9%
2730
JP¥2,371.00
EDION
7D
3.5%
1Y
17.0%