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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedAug 09, 2024
DataAggregated Company Financials
Companies155
  • 7D-1.7%
  • 3M-0.9%
  • 1Y13.9%
  • YTD12.1%

Over the last 7 days, the Specialty Stores industry has dropped 5.2%, driven by a pullback from Fast Retailing of 3.1%. In contrast, Nitori Holdings has gained 10%. In the past year, the industry has gained 13%. Looking forward, earnings are forecast to grow by 7.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Aug 2024JP¥23.7tJP¥19.9tJP¥1.0t12.6x23.5x1.2x
Sun, 07 Jul 2024JP¥24.1tJP¥19.7tJP¥962.9b13.1x25.1x1.2x
Tue, 04 Jun 2024JP¥23.5tJP¥19.6tJP¥961.4b13.3x24.5x1.2x
Thu, 02 May 2024JP¥24.0tJP¥19.5tJP¥965.1b12.9x24.8x1.2x
Sat, 30 Mar 2024JP¥26.5tJP¥19.4tJP¥941.2b13x28.1x1.4x
Mon, 26 Feb 2024JP¥24.4tJP¥19.4tJP¥938.8b12.6x26x1.3x
Wed, 24 Jan 2024JP¥23.2tJP¥19.8tJP¥946.1b13.4x24.6x1.2x
Fri, 22 Dec 2023JP¥21.7tJP¥19.7tJP¥915.7b13x23.7x1.1x
Sun, 19 Nov 2023JP¥21.4tJP¥19.7tJP¥913.5b12.7x23.5x1.1x
Tue, 17 Oct 2023JP¥21.0tJP¥19.5tJP¥904.8b12.9x23.2x1.1x
Thu, 14 Sep 2023JP¥21.0tJP¥19.4tJP¥875.8b13.5x24x1.1x
Sat, 12 Aug 2023JP¥21.0tJP¥19.3tJP¥869.2b13.1x24.1x1.1x
Mon, 10 Jul 2023JP¥20.6tJP¥19.1tJP¥878.8b13.5x23.5x1.1x
Wed, 07 Jun 2023JP¥20.7tJP¥19.1tJP¥876.3b12.6x23.6x1.1x
Fri, 05 May 2023JP¥19.8tJP¥19.0tJP¥887.7b12.2x22.4x1x
Sun, 02 Apr 2023JP¥19.5tJP¥19.4tJP¥962.1b11.3x20.2x1x
Tue, 28 Feb 2023JP¥17.5tJP¥18.8tJP¥909.3b10.9x19.2x0.9x
Thu, 26 Jan 2023JP¥17.1tJP¥18.7tJP¥928.3b10.8x18.5x0.9x
Sat, 24 Dec 2022JP¥17.3tJP¥18.5tJP¥938.7b10.4x18.4x0.9x
Mon, 21 Nov 2022JP¥17.6tJP¥18.5tJP¥938.8b10.3x18.8x1x
Wed, 19 Oct 2022JP¥17.4tJP¥18.4tJP¥924.1b11.2x18.9x0.9x
Fri, 16 Sep 2022JP¥17.2tJP¥18.2tJP¥907.9b10.7x19x0.9x
Sun, 14 Aug 2022JP¥17.5tJP¥18.2tJP¥897.1b11.1x19.5x1x
Tue, 12 Jul 2022JP¥15.6tJP¥18.1tJP¥841.3b11.6x18.5x0.9x
Thu, 09 Jun 2022JP¥15.3tJP¥17.8tJP¥824.1b11.5x18.5x0.9x
Sat, 07 May 2022JP¥14.4tJP¥18.2tJP¥748.3b11.2x19.2x0.8x
Mon, 04 Apr 2022JP¥14.6tJP¥18.0tJP¥733.1b11x20x0.8x
Wed, 02 Mar 2022JP¥15.0tJP¥18.0tJP¥725.5b10.4x20.7x0.8x
Fri, 28 Jan 2022JP¥14.8tJP¥18.1tJP¥716.3b10.3x20.6x0.8x
Sun, 26 Dec 2021JP¥15.5tJP¥18.1tJP¥699.4b10.6x22.2x0.9x
Tue, 23 Nov 2021JP¥16.9tJP¥18.0tJP¥699.2b10.9x24.1x0.9x
Thu, 21 Oct 2021JP¥17.2tJP¥18.1tJP¥717.5b10.3x24x1x
Sat, 18 Sep 2021JP¥17.9tJP¥18.3tJP¥696.5b10.3x25.7x1x
Mon, 16 Aug 2021JP¥17.2tJP¥19.0tJP¥702.8b11.5x24.5x0.9x
Price to Earnings Ratio

24.5x


Total Market Cap: JP¥17.2tTotal 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 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.2x.
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-8.50%
Consumer Discretionary-6.66%
Specialty Stores-1.65%
Home Furnishing Retail10.02%
Specialty Stores4.03%
Apparel Retail-2.69%
Computer and Electronics Retail-4.12%
Automotive Retail-6.38%
Home Improvement Retail-6.84%
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 close to its 3-year average of 13.6x.
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¥19.92k10.1%
+JP¥205.7b
22.7%PE26x
8136 Sanrio CompanyJP¥3.49k14.0%
+JP¥100.8b
28.9%PE35.9x
3092 ZOZOJP¥4.31k3.7%
+JP¥45.7b
59.0%PE28.9x
7564 WorkmanLtdJP¥4.42k3.3%
+JP¥11.4b
-13.0%PE22.6x
2730 EDIONJP¥1.78k2.8%
+JP¥5.0b
21.9%PE18.3x
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7564

JP¥4,420.00

WorkmanLtd

7D

3.3%

1Y

-13.0%

8136

JP¥3,487.00

Sanrio Company

7D

14.0%

1Y

28.9%

8218

JP¥3,245.00

KomeriLtd

7D

-10.4%

1Y

6.9%

3046

JP¥4,585.00

JINS HOLDINGS

7D

4.3%

1Y

28.1%

8227

JP¥7,031.00

SHIMAMURA

7D

-3.7%

1Y

-4.0%

5892

JP¥1,674.00

yutori

7D

11.7%

1Y

n/a

3542

JP¥798.00

Vega CorporationLtd

7D

7.7%

1Y

15.7%