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Japanese (NIKKEI) Specialty Stores Industry Analysis

UpdatedAug 14, 2024
DataAggregated Company Financials
Companies155
  • 7D3.5%
  • 3M2.4%
  • 1Y16.0%
  • YTD13.7%

Over the last 7 days, the Specialty Stores industry has risen 10.0%, driven by gains from Fast Retailing of 3.3%. In the same time, Joyful HondaLtd was down 7.3%. In the last 12 months, the industry was up 16%. 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
Wed, 14 Aug 2024JP¥24.1tJP¥19.9tJP¥1.0t13x23.9x1.2x
Fri, 12 Jul 2024JP¥25.2tJP¥19.7tJP¥961.4b13.5x26.3x1.3x
Sun, 09 Jun 2024JP¥23.6tJP¥19.6tJP¥961.4b13.3x24.6x1.2x
Tue, 07 May 2024JP¥23.9tJP¥19.5tJP¥965.1b13x24.8x1.2x
Thu, 04 Apr 2024JP¥25.7tJP¥19.4tJP¥941.6b12.7x27.3x1.3x
Sat, 02 Mar 2024JP¥25.0tJP¥19.4tJP¥938.8b12.6x26.6x1.3x
Mon, 29 Jan 2024JP¥22.9tJP¥19.8tJP¥945.1b13.3x24.3x1.2x
Wed, 27 Dec 2023JP¥21.7tJP¥19.7tJP¥916.5b13.1x23.7x1.1x
Fri, 24 Nov 2023JP¥21.9tJP¥19.7tJP¥914.9b12.7x24x1.1x
Sun, 22 Oct 2023JP¥20.3tJP¥19.5tJP¥904.8b12.7x22.4x1x
Tue, 19 Sep 2023JP¥21.4tJP¥19.4tJP¥876.1b13.4x24.4x1.1x
Thu, 17 Aug 2023JP¥20.7tJP¥19.4tJP¥875.3b12.9x23.6x1.1x
Sat, 15 Jul 2023JP¥20.8tJP¥19.2tJP¥884.9b13.2x23.6x1.1x
Mon, 12 Jun 2023JP¥20.9tJP¥19.1tJP¥876.1b12.8x23.9x1.1x
Wed, 10 May 2023JP¥19.5tJP¥19.0tJP¥888.0b11.9x22x1x
Fri, 07 Apr 2023JP¥19.3tJP¥19.4tJP¥956.8b11.5x20.1x1x
Sun, 05 Mar 2023JP¥17.9tJP¥18.8tJP¥908.8b10.8x19.7x1x
Tue, 31 Jan 2023JP¥17.4tJP¥18.7tJP¥927.4b10.9x18.8x0.9x
Thu, 29 Dec 2022JP¥17.8tJP¥18.5tJP¥934.4b10.6x19.1x1x
Sat, 26 Nov 2022JP¥17.6tJP¥18.5tJP¥938.8b10.4x18.7x0.9x
Mon, 24 Oct 2022JP¥17.2tJP¥18.4tJP¥923.9b10.7x18.7x0.9x
Wed, 21 Sep 2022JP¥17.2tJP¥18.2tJP¥907.8b10.7x19x0.9x
Fri, 19 Aug 2022JP¥18.0tJP¥18.2tJP¥905.4b10.8x19.8x1x
Sun, 17 Jul 2022JP¥16.3tJP¥18.1tJP¥845.0b11.3x19.3x0.9x
Tue, 14 Jun 2022JP¥15.1tJP¥18.1tJP¥831.1b11.6x18.1x0.8x
Thu, 12 May 2022JP¥14.3tJP¥18.1tJP¥774.3b11.4x18.4x0.8x
Sat, 09 Apr 2022JP¥14.4tJP¥18.1tJP¥738.0b10.8x19.6x0.8x
Mon, 07 Mar 2022JP¥14.7tJP¥18.0tJP¥725.9b10.3x20.2x0.8x
Wed, 02 Feb 2022JP¥15.0tJP¥18.1tJP¥715.9b10.5x20.9x0.8x
Fri, 31 Dec 2021JP¥15.2tJP¥18.1tJP¥691.4b11.3x22.1x0.8x
Sun, 28 Nov 2021JP¥16.3tJP¥18.0tJP¥699.2b10.8x23.2x0.9x
Tue, 26 Oct 2021JP¥16.4tJP¥18.1tJP¥715.4b10.1x22.9x0.9x
Thu, 23 Sep 2021JP¥17.7tJP¥18.2tJP¥704.2b10.2x25.2x1x
Sat, 21 Aug 2021JP¥16.9tJP¥19.0tJP¥702.8b11.3x24x0.9x
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 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 Market4.61%
Consumer Discretionary2.56%
Specialty Stores3.48%
Specialty Stores10.10%
Home Furnishing Retail7.68%
Apparel Retail2.87%
Computer and Electronics Retail2.86%
Automotive Retail0.81%
Home Improvement Retail-1.76%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 33.7x.
    • 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 18% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 6.0% 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¥40.60k3.3%
+JP¥392.6b
18.9%PE33.6x
9843 Nitori HoldingsJP¥19.76k7.7%
+JP¥159.3b
24.5%PE25.8x
8136 Sanrio CompanyJP¥3.67k15.1%
+JP¥113.4b
35.7%PE37.7x
3092 ZOZOJP¥4.35k3.6%
+JP¥45.4b
60.7%PE29.2x
3738 T-GaiaJP¥3.70k6.3%
+JP¥12.3b
119.7%PE23.7x
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Latest News

8136

JP¥3,665.00

Sanrio Company

7D

15.1%

1Y

35.7%

9831

JP¥435.70

Yamada Holdings

7D

3.6%

1Y

-3.8%

3092

JP¥4,353.00

ZOZO

7D

3.6%

1Y

60.7%

8218

JP¥3,285.00

KomeriLtd

7D

-1.4%

1Y

7.5%

5889

JP¥3,065.00

Japan Eyewear Holdings

7D

17.6%

1Y

n/a

3738

JP¥3,700.00

T-Gaia

7D

6.3%

1Y

119.7%

3191

JP¥2,028.00

Joyful HondaLtd

7D

-7.3%

1Y

20.0%

9882

JP¥2,479.00

Yellow Hat

7D

-1.6%

1Y

33.7%