Analysis Article • Aug 13
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Japanese (NIKKEI) Specialty Stores Industry Analysis
UpdatedAug 16, 2026
DataAggregated Company Financials
Companies146
- 7D-1.6%
- 3M9.1%
- 1Y29.9%
- YTD24.0%
Over the last 7 days, the Specialty Stores industry has dropped 1.6%, driven by a pullback from Fast Retailing of 2.8%. On the other hand Nitori Holdings is actually up 5.6%. In the past year, the industry has gained 30%. As for the next few years, earnings are expected to grow by 9.6% per annum.
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 |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | JP¥37.1t | JP¥23.0t | JP¥1.3t | 14x | 28.5x | 1.6x |
| Wed, 15 Jul 2026 | JP¥37.3t | JP¥22.7t | JP¥1.3t | 14x | 29.6x | 1.6x |
| Fri, 12 Jun 2026 | JP¥36.8t | JP¥22.5t | JP¥1.2t | 14.2x | 30.6x | 1.6x |
| Sun, 10 May 2026 | JP¥34.9t | JP¥22.2t | JP¥1.2t | 13.7x | 29.2x | 1.6x |
| Tue, 07 Apr 2026 | JP¥32.1t | JP¥21.9t | JP¥1.2t | 14x | 27.5x | 1.5x |
| Thu, 05 Mar 2026 | JP¥32.4t | JP¥22.0t | JP¥1.2t | 13.5x | 27.6x | 1.5x |
| Sat, 31 Jan 2026 | JP¥30.4t | JP¥21.9t | JP¥1.2t | 13.6x | 26x | 1.4x |
| Mon, 29 Dec 2025 | JP¥30.2t | JP¥21.7t | JP¥1.1t | 14.7x | 26.5x | 1.4x |
| Wed, 26 Nov 2025 | JP¥29.7t | JP¥21.6t | JP¥1.1t | 13.8x | 26x | 1.4x |
| Fri, 24 Oct 2025 | JP¥29.8t | JP¥21.5t | JP¥1.1t | 14.1x | 26.4x | 1.4x |
| Sun, 21 Sep 2025 | JP¥27.5t | JP¥21.1t | JP¥1.1t | 14.2x | 25.1x | 1.3x |
| Tue, 19 Aug 2025 | JP¥29.0t | JP¥21.2t | JP¥1.1t | 14.8x | 26.5x | 1.4x |
| Thu, 17 Jul 2025 | JP¥26.3t | JP¥20.9t | JP¥1.1t | 14.1x | 24.4x | 1.3x |
| Sat, 14 Jun 2025 | JP¥26.8t | JP¥20.7t | JP¥1.1t | 13.8x | 24.7x | 1.3x |
| Mon, 12 May 2025 | JP¥27.6t | JP¥20.6t | JP¥1.1t | 14.2x | 25.4x | 1.3x |
| Wed, 09 Apr 2025 | JP¥25.1t | JP¥20.4t | JP¥1.1t | 13x | 23.8x | 1.2x |
| Fri, 07 Mar 2025 | JP¥26.9t | JP¥20.3t | JP¥1.0t | 13.9x | 25.6x | 1.3x |
| Sun, 02 Feb 2025 | JP¥28.5t | JP¥20.7t | JP¥1.0t | 13.8x | 27.3x | 1.4x |
| Tue, 31 Dec 2024 | JP¥29.2t | JP¥20.4t | JP¥1.0t | 14x | 28.9x | 1.4x |
| Thu, 28 Nov 2024 | JP¥28.0t | JP¥20.4t | JP¥1.0t | 14.1x | 27.5x | 1.4x |
| Sat, 26 Oct 2024 | JP¥27.2t | JP¥20.3t | JP¥1.0t | 13.4x | 26.9x | 1.3x |
| Mon, 23 Sep 2024 | JP¥27.2t | JP¥20.0t | JP¥1.0t | 13.3x | 27.1x | 1.4x |
| Wed, 21 Aug 2024 | JP¥25.6t | JP¥20.0t | JP¥1.0t | 13.4x | 25.6x | 1.3x |
| Fri, 19 Jul 2024 | JP¥24.5t | JP¥19.8t | JP¥996.8b | 13.8x | 24.5x | 1.2x |
| Sun, 16 Jun 2024 | JP¥23.4t | JP¥19.6t | JP¥961.4b | 13.4x | 24.3x | 1.2x |
| Tue, 14 May 2024 | JP¥23.9t | JP¥19.5t | JP¥955.6b | 13.2x | 25x | 1.2x |
| Thu, 11 Apr 2024 | JP¥25.3t | JP¥19.4t | JP¥943.1b | 12.8x | 26.8x | 1.3x |
| Sat, 09 Mar 2024 | JP¥25.1t | JP¥19.4t | JP¥938.7b | 12.8x | 26.7x | 1.3x |
| Mon, 05 Feb 2024 | JP¥23.0t | JP¥19.9t | JP¥943.7b | 13.8x | 24.4x | 1.2x |
| Wed, 03 Jan 2024 | JP¥21.6t | JP¥19.7t | JP¥924.6b | 13.2x | 23.4x | 1.1x |
| Fri, 01 Dec 2023 | JP¥22.1t | JP¥19.7t | JP¥914.9b | 12.7x | 24.2x | 1.1x |
| Sun, 29 Oct 2023 | JP¥20.3t | JP¥19.5t | JP¥904.0b | 13x | 22.5x | 1x |
| Tue, 26 Sep 2023 | JP¥20.9t | JP¥19.4t | JP¥876.1b | 13.5x | 23.9x | 1.1x |
| Thu, 24 Aug 2023 | JP¥20.6t | JP¥19.4t | JP¥875.3b | 13.1x | 23.5x | 1.1x |
Price to Earnings Ratio
23.5x
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 26.1x.
- 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 14% per year over the last three years.
- Revenues for these companies have grown 5.8% 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 | 2.94% | |
| Consumer Discretionary | 1.85% | |
| Specialty Stores | -1.64% | |
| Home Furnishing Retail | 5.58% | |
| Automotive Retail | 1.95% | |
| Computer and Electronics Retail | 0.88% | |
| Home Improvement Retail | 0.66% | |
| Apparel Retail | -2.30% | |
| Specialty Stores | -4.06% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 32.1x.
- 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 roughly in line with its past earnings growth rate.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 3.4% 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¥2.98k | 5.6% +JP¥89.3b | 9.6% | PE19x | |
| 2670 ABC-MartInc | JP¥2.85k | 2.0% +JP¥13.6b | -4.9% | PE14.8x | |
| 9831 Yamada Holdings | JP¥692.90 | 2.8% +JP¥12.4b | 51.7% | PE28.9x | |
| 3186 NEXTAGE | JP¥3.61k | 4.3% +JP¥11.8b | 76.9% | PE16.2x | |
| 4732 USS | JP¥2.01k | 1.2% +JP¥10.9b | 12.3% | PE21.7x |