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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedAug 06, 2024
DataAggregated Company Financials
Companies155
  • 7D-10.9%
  • 3M-11.6%
  • 1Y4.8%
  • YTD2.0%

Over the last 7 days, the Specialty Stores industry has dropped 11%, driven by Fast Retailing declining 11%. Meanwhile, PAL GROUP Holdings actually outperformed within the industry, gaining 11% in the last week. This takes the industry's 12 month performance to a gain of 4.8%. Looking forward, earnings are forecast to grow by 7.1% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 06 Aug 2024JP¥21.6tJP¥19.9tJP¥1.0t11.7x21.6x1.1x
Thu, 04 Jul 2024JP¥24.2tJP¥19.7tJP¥961.7b13.3x25.1x1.2x
Sat, 01 Jun 2024JP¥23.3tJP¥19.6tJP¥961.4b13.3x24.2x1.2x
Mon, 29 Apr 2024JP¥24.2tJP¥19.5tJP¥961.6b12.9x25.2x1.2x
Wed, 27 Mar 2024JP¥26.2tJP¥19.4tJP¥941.4b12.9x27.9x1.3x
Fri, 23 Feb 2024JP¥24.4tJP¥19.4tJP¥938.8b12.7x26x1.3x
Sun, 21 Jan 2024JP¥22.8tJP¥19.8tJP¥946.1b13.4x24.1x1.1x
Tue, 19 Dec 2023JP¥21.5tJP¥19.7tJP¥915.7b12.8x23.5x1.1x
Thu, 16 Nov 2023JP¥21.6tJP¥19.7tJP¥913.0b12.7x23.6x1.1x
Sat, 14 Oct 2023JP¥21.0tJP¥19.5tJP¥903.6b12.9x23.3x1.1x
Mon, 11 Sep 2023JP¥20.9tJP¥19.4tJP¥875.8b13.5x23.9x1.1x
Wed, 09 Aug 2023JP¥20.8tJP¥19.3tJP¥875.3b13.1x23.8x1.1x
Fri, 07 Jul 2023JP¥20.7tJP¥19.1tJP¥879.0b13.3x23.6x1.1x
Sun, 04 Jun 2023JP¥20.1tJP¥19.1tJP¥876.2b12.4x22.9x1.1x
Tue, 02 May 2023JP¥20.8tJP¥19.7tJP¥983.8b11.9x21.1x1.1x
Thu, 30 Mar 2023JP¥19.4tJP¥19.4tJP¥961.1b11.4x20.2x1x
Sat, 25 Feb 2023JP¥17.5tJP¥18.8tJP¥909.3b10.8x19.3x0.9x
Mon, 23 Jan 2023JP¥16.9tJP¥18.7tJP¥928.3b11x18.2x0.9x
Wed, 21 Dec 2022JP¥17.2tJP¥18.5tJP¥938.7b10.3x18.3x0.9x
Fri, 18 Nov 2022JP¥17.5tJP¥18.5tJP¥938.8b10.4x18.7x0.9x
Sun, 16 Oct 2022JP¥17.4tJP¥18.4tJP¥924.3b10.8x18.9x0.9x
Tue, 13 Sep 2022JP¥17.6tJP¥18.2tJP¥907.3b10.7x19.4x1x
Thu, 11 Aug 2022JP¥17.2tJP¥18.2tJP¥891.7b11.2x19.3x0.9x
Sat, 09 Jul 2022JP¥15.4tJP¥18.2tJP¥831.1b11.4x18.6x0.8x
Mon, 06 Jun 2022JP¥15.2tJP¥18.2tJP¥833.6b11.2x18.2x0.8x
Wed, 04 May 2022JP¥14.3tJP¥18.2tJP¥748.9b11.2x19.1x0.8x
Fri, 01 Apr 2022JP¥14.7tJP¥18.0tJP¥727.0b10.2x20.2x0.8x
Sun, 27 Feb 2022JP¥14.8tJP¥18.0tJP¥725.5b10.2x20.3x0.8x
Tue, 25 Jan 2022JP¥15.4tJP¥18.1tJP¥715.8b10.4x21.6x0.9x
Thu, 23 Dec 2021JP¥15.6tJP¥18.1tJP¥699.1b10.3x22.4x0.9x
Sat, 20 Nov 2021JP¥16.9tJP¥18.0tJP¥700.5b10.8x24.1x0.9x
Mon, 18 Oct 2021JP¥16.8tJP¥18.1tJP¥717.5b10.2x23.4x0.9x
Wed, 15 Sep 2021JP¥17.9tJP¥19.0tJP¥702.0b12.1x25.4x0.9x
Fri, 13 Aug 2021JP¥17.6tJP¥19.0tJP¥702.8b11.6x25x0.9x
Price to Earnings Ratio

25x


Total Market Cap: JP¥17.6tTotal Earnings: JP¥702.8bTotal Revenue: JP¥19.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Specialty Stores Industry Price to Earnings3Y Average 22.1x202220232024
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 22.1x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 13% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Discretionary industry?

JP Market-18.61%
Consumer Discretionary-19.34%
Specialty Stores-10.94%
Home Furnishing Retail-2.03%
Apparel Retail-11.11%
Computer and Electronics Retail-11.27%
Home Improvement Retail-11.42%
Automotive Retail-14.59%
Specialty Stores-16.60%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 33.9x.
    • Analysts are expecting annual earnings growth of 6.2%, which is lower than the prior year's growth of 15.0% per year.
  • Investors are most pessimistic about the Automotive Retail industry, which is trading below its 3-year average of 13.7x.
Forecasted Growth
  • Analysts are most optimistic on the Home Improvement Retail industry, expecting annual earnings growth of 14% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 5.9% 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¥18.35k4.8%
+JP¥94.9b
7.8%PE24x
2726 PAL GROUP HoldingsJP¥2.06k7.2%
+JP¥12.0b
-0.5%PE13.8x
7564 WorkmanLtdJP¥4.31k3.2%
+JP¥11.0b
-17.1%PE22x
2730 EDIONJP¥1.77k2.0%
+JP¥3.7b
20.0%PE18.2x
3046 JINS HOLDINGSJP¥4.60k3.3%
+JP¥3.4b
29.8%PE38.5x
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Latest News

2730

JP¥1,769.00

EDION

7D

2.0%

1Y

20.0%

4732

JP¥1,279.50

USS

7D

-4.5%

1Y

2.7%

8136

JP¥3,185.00

Sanrio Company

7D

0.4%

1Y

22.2%

5889

JP¥2,607.00

Japan Eyewear Holdings

7D

-19.2%

1Y

n/a

3738

JP¥3,480.00

T-Gaia

7D

-10.0%

1Y

110.5%

7676

JP¥846.00

Goodspeed

7D

-0.1%

1Y

-38.7%

2726

JP¥2,063.00

PAL GROUP Holdings

7D

7.2%

1Y

-0.5%

3046

JP¥4,595.00

JINS HOLDINGS

7D

3.3%

1Y

29.8%

3048

JP¥1,535.00

Bic Camera

7D

-9.1%

1Y

44.5%