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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedAug 22, 2024
DataAggregated Company Financials
Companies155
  • 7D6.5%
  • 3M8.4%
  • 1Y25.1%
  • YTD20.9%

In the last week, the Specialty Stores industry is up 6.5%, with Fast Retailing up 8.9%. In the same time, Mandarake was down 14%. This means that the industry has gained 26% over the past year. As for the next few years, earnings are expected to grow by 7.0% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 22 Aug 2024JP¥25.6tJP¥20.0tJP¥1.0t13.4x25.5x1.3x
Sat, 20 Jul 2024JP¥24.2tJP¥19.8tJP¥996.8b13.6x24.3x1.2x
Mon, 17 Jun 2024JP¥23.4tJP¥19.6tJP¥961.9b13.4x24.3x1.2x
Wed, 15 May 2024JP¥24.1tJP¥19.5tJP¥955.6b13x25.2x1.2x
Fri, 12 Apr 2024JP¥25.3tJP¥19.4tJP¥943.0b12.9x26.8x1.3x
Sun, 10 Mar 2024JP¥25.1tJP¥19.4tJP¥938.7b12.8x26.7x1.3x
Tue, 06 Feb 2024JP¥22.9tJP¥19.4tJP¥935.9b13.7x24.5x1.2x
Thu, 04 Jan 2024JP¥21.6tJP¥19.7tJP¥924.6b13.2x23.4x1.1x
Sat, 02 Dec 2023JP¥22.0tJP¥19.7tJP¥916.5b12.7x24x1.1x
Mon, 30 Oct 2023JP¥20.3tJP¥19.5tJP¥903.3b13.1x22.5x1x
Wed, 27 Sep 2023JP¥20.8tJP¥19.4tJP¥875.9b13.6x23.7x1.1x
Fri, 25 Aug 2023JP¥20.7tJP¥19.4tJP¥875.3b13.3x23.7x1.1x
Sun, 23 Jul 2023JP¥20.6tJP¥19.3tJP¥877.0b13x23.5x1.1x
Tue, 20 Jun 2023JP¥21.4tJP¥19.1tJP¥875.9b13x24.4x1.1x
Thu, 18 May 2023JP¥20.6tJP¥19.1tJP¥869.8b12.5x23.7x1.1x
Sat, 15 Apr 2023JP¥20.9tJP¥19.5tJP¥964.5b11.5x21.7x1.1x
Mon, 13 Mar 2023JP¥18.2tJP¥18.8tJP¥908.9b11.1x20.1x1x
Wed, 08 Feb 2023JP¥17.8tJP¥18.8tJP¥920.4b10.8x19.4x0.9x
Fri, 06 Jan 2023JP¥17.5tJP¥18.6tJP¥934.5b10.9x18.8x0.9x
Sun, 04 Dec 2022JP¥17.5tJP¥18.5tJP¥938.5b10.3x18.6x0.9x
Tue, 01 Nov 2022JP¥17.3tJP¥18.4tJP¥922.9b11x18.7x0.9x
Thu, 29 Sep 2022JP¥16.5tJP¥18.2tJP¥907.7b10.7x18.2x0.9x
Sat, 27 Aug 2022JP¥17.6tJP¥18.2tJP¥905.4b10.5x19.4x1x
Mon, 25 Jul 2022JP¥17.1tJP¥18.2tJP¥892.6b11.4x19.1x0.9x
Wed, 22 Jun 2022JP¥15.1tJP¥18.1tJP¥831.3b11.2x18.2x0.8x
Fri, 20 May 2022JP¥14.0tJP¥18.2tJP¥834.3b10.9x16.8x0.8x
Sun, 17 Apr 2022JP¥14.7tJP¥18.2tJP¥749.2b10.8x19.7x0.8x
Tue, 15 Mar 2022JP¥14.2tJP¥18.0tJP¥726.0b10.2x19.5x0.8x
Thu, 10 Feb 2022JP¥15.1tJP¥18.0tJP¥710.6b11.2x21.3x0.8x
Sat, 08 Jan 2022JP¥14.8tJP¥18.1tJP¥691.6b11.2x21.4x0.8x
Mon, 06 Dec 2021JP¥15.5tJP¥18.0tJP¥699.2b10.8x22.2x0.9x
Wed, 03 Nov 2021JP¥17.5tJP¥18.1tJP¥682.3b10.5x25.7x1x
Fri, 01 Oct 2021JP¥18.4tJP¥18.2tJP¥697.3b10.4x26.4x1x
Sun, 29 Aug 2021JP¥16.9tJP¥19.0tJP¥702.8b11.6x24x0.9x
Price to Earnings Ratio

24x


Total Market Cap: JP¥16.9tTotal 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 optimistic on the Japanese Specialty Retail industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.6x which is higher than its 3-year average PE of 22.1x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
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 Market3.22%
Consumer Discretionary3.56%
Specialty Stores6.52%
Apparel Retail7.81%
Home Furnishing Retail6.38%
Automotive Retail3.82%
Home Improvement Retail3.10%
Computer and Electronics Retail2.64%
Specialty Stores1.89%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 33.4x.
    • Analysts are expecting annual earnings growth of 6.2%, which is lower than the prior year's growth of 8.5% 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 26% 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
9983 Fast RetailingJP¥43.95k8.9%
+JP¥1.1t		32.2%PE36.4x
9843 Nitori HoldingsJP¥20.77k6.4%
+JP¥141.3b		28.4%PE27.1x
3092 ZOZOJP¥4.55k3.4%
+JP¥43.9b		61.7%PE30.6x
8227 SHIMAMURAJP¥7.60k6.3%
+JP¥33.2b		-1.4%PE13.8x
2670 ABC-MartIncJP¥2.89k4.2%
+JP¥29.0b		8.6%PE17.4x
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