Fast Retailing's (TSE:9983) Performance Is Even Better Than Its Earnings Suggest
Oct 18
Have your own idea? Try our Stock Screener
Japanese (NIKKEI) Specialty Stores Industry Analysis
UpdatedOct 19, 2024
DataAggregated Company Financials
Companies156
- 7D-0.7%
- 3M19.7%
- 1Y44.5%
- YTD37.2%
Last week, the Specialty Stores industry hasn't moved much but PAL GROUP Holdings is up 22% in that time. The past year has been better, since the industry has gained 45% in that time. Earnings are forecast to grow by 8.2% annually.
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 |
|---|---|---|---|---|---|---|
| Sat, 19 Oct 2024 | JP¥29.1t | JP¥20.3t | JP¥1.0t | 13.8x | 28.7x | 1.4x |
| Mon, 16 Sep 2024 | JP¥25.9t | JP¥20.0t | JP¥1.0t | 13.2x | 25.8x | 1.3x |
| Wed, 14 Aug 2024 | JP¥24.1t | JP¥19.9t | JP¥1.0t | 13x | 23.9x | 1.2x |
| Fri, 12 Jul 2024 | JP¥25.2t | JP¥19.7t | JP¥961.4b | 13.5x | 26.3x | 1.3x |
| Sun, 09 Jun 2024 | JP¥23.6t | JP¥19.6t | JP¥961.4b | 13.3x | 24.6x | 1.2x |
| Tue, 07 May 2024 | JP¥23.9t | JP¥19.5t | JP¥965.1b | 13x | 24.8x | 1.2x |
| Thu, 04 Apr 2024 | JP¥25.7t | JP¥19.4t | JP¥941.6b | 12.7x | 27.3x | 1.3x |
| Sat, 02 Mar 2024 | JP¥25.0t | JP¥19.4t | JP¥938.8b | 12.6x | 26.6x | 1.3x |
| Mon, 29 Jan 2024 | JP¥22.9t | JP¥19.8t | JP¥945.1b | 13.3x | 24.3x | 1.2x |
| Wed, 27 Dec 2023 | JP¥21.7t | JP¥19.7t | JP¥916.5b | 13.1x | 23.7x | 1.1x |
| Fri, 24 Nov 2023 | JP¥21.9t | JP¥19.7t | JP¥914.9b | 12.7x | 24x | 1.1x |
| Sun, 22 Oct 2023 | JP¥20.3t | JP¥19.5t | JP¥904.8b | 12.7x | 22.4x | 1x |
| Tue, 19 Sep 2023 | JP¥21.4t | JP¥19.4t | JP¥876.1b | 13.4x | 24.4x | 1.1x |
| Thu, 17 Aug 2023 | JP¥20.7t | JP¥19.4t | JP¥875.3b | 12.9x | 23.6x | 1.1x |
| Sat, 15 Jul 2023 | JP¥20.8t | JP¥19.2t | JP¥884.9b | 13.2x | 23.6x | 1.1x |
| Mon, 12 Jun 2023 | JP¥20.9t | JP¥19.1t | JP¥876.1b | 12.8x | 23.9x | 1.1x |
| Wed, 10 May 2023 | JP¥19.5t | JP¥19.0t | JP¥888.0b | 11.9x | 22x | 1x |
| Fri, 07 Apr 2023 | JP¥19.3t | JP¥19.4t | JP¥956.8b | 11.5x | 20.1x | 1x |
| Sun, 05 Mar 2023 | JP¥17.9t | JP¥18.8t | JP¥908.8b | 10.8x | 19.7x | 1x |
| Tue, 31 Jan 2023 | JP¥17.4t | JP¥18.7t | JP¥927.4b | 10.9x | 18.8x | 0.9x |
| Thu, 29 Dec 2022 | JP¥17.8t | JP¥18.5t | JP¥934.4b | 10.6x | 19.1x | 1x |
| Sat, 26 Nov 2022 | JP¥17.6t | JP¥18.5t | JP¥938.8b | 10.4x | 18.7x | 0.9x |
| Mon, 24 Oct 2022 | JP¥17.2t | JP¥18.4t | JP¥923.9b | 10.7x | 18.7x | 0.9x |
| Wed, 21 Sep 2022 | JP¥17.2t | JP¥18.2t | JP¥907.8b | 10.7x | 19x | 0.9x |
| Fri, 19 Aug 2022 | JP¥18.0t | JP¥18.2t | JP¥905.4b | 10.8x | 19.8x | 1x |
| Sun, 17 Jul 2022 | JP¥16.3t | JP¥18.1t | JP¥845.0b | 11.3x | 19.3x | 0.9x |
| Tue, 14 Jun 2022 | JP¥15.1t | JP¥18.1t | JP¥831.1b | 11.6x | 18.1x | 0.8x |
| Thu, 12 May 2022 | JP¥14.3t | JP¥18.1t | JP¥774.3b | 11.4x | 18.4x | 0.8x |
| Sat, 09 Apr 2022 | JP¥14.4t | JP¥18.1t | JP¥738.0b | 10.8x | 19.6x | 0.8x |
| Mon, 07 Mar 2022 | JP¥14.7t | JP¥18.0t | JP¥725.9b | 10.3x | 20.2x | 0.8x |
| Wed, 02 Feb 2022 | JP¥15.0t | JP¥18.1t | JP¥715.9b | 10.5x | 20.9x | 0.8x |
| Fri, 31 Dec 2021 | JP¥15.2t | JP¥18.1t | JP¥691.4b | 11.3x | 22.1x | 0.8x |
| Sun, 28 Nov 2021 | JP¥16.3t | JP¥18.0t | JP¥699.2b | 10.8x | 23.2x | 0.9x |
| Tue, 26 Oct 2021 | JP¥16.4t | JP¥18.1t | JP¥715.4b | 10.1x | 22.9x | 0.9x |
Price to Earnings Ratio
22.9x
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 28.7x which is higher than its 3-year average PE of 22.2x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 3.9% 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 | -0.70% | |
| Consumer Discretionary | -1.23% | |
| Specialty Stores | -0.67% | |
| Computer and Electronics Retail | 2.14% | |
| Home Improvement Retail | 0.47% | |
| Specialty Stores | -0.046% | |
| Home Furnishing Retail | -0.15% | |
| Automotive Retail | -0.23% | |
| Apparel Retail | -1.07% | |
Industry PE
- Investors are most optimistic about the Apparel Retail industry which is trading above its 3-year average PE ratio of 31.7x.
- Analysts are expecting annual earnings growth of 7.9%, which is higher than its past year's earnings growth of 5.6% per year.
- Investors are most pessimistic about the Automotive Retail industry, which is trading close to its 3-year average of 13.4x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 12% over the next 5 years.
- This is better than its past earnings growth rate of 1.9% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 7.2% 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 | |
|---|---|---|---|---|---|
| 2726 PAL GROUP Holdings | JP¥3.15k | 22.3% +JP¥49.7b | 84.0% | PE20.2x | |
| 3048 Bic Camera | JP¥1.74k | 13.9% +JP¥36.5b | 60.8% | PE21.5x | |
| 3046 JINS HOLDINGS | JP¥6.12k | 18.6% +JP¥22.4b | 57.3% | PE30.6x | |
| 7599 IDOM | JP¥1.27k | 18.8% +JP¥20.2b | 48.3% | PE9.7x | |
| 3092 ZOZO | JP¥5.44k | 1.2% +JP¥19.9b | 94.9% | PE36.5x |
