Narrative Update • Aug 13

In the last week, the Consumer Staples industry is up 1.0%, with Ajinomoto up 7.1%. In the last 12 months, the industry was up 13%. Earnings are forecast to grow by 8.6% annually.
Has the Japanese Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | JP¥71.8t | JP¥91.9t | JP¥3.4t | 15.2x | 21x | 0.8x |
| Wed, 15 Jul 2026 | JP¥68.1t | JP¥90.9t | JP¥3.2t | 15.1x | 21x | 0.7x |
| Fri, 12 Jun 2026 | JP¥65.9t | JP¥91.9t | JP¥3.2t | 14.5x | 20.3x | 0.7x |
| Sun, 10 May 2026 | JP¥65.2t | JP¥90.4t | JP¥3.2t | 15.1x | 20.6x | 0.7x |
| Tue, 07 Apr 2026 | JP¥70.1t | JP¥90.0t | JP¥3.1t | 15.8x | 22.9x | 0.8x |
| Thu, 05 Mar 2026 | JP¥68.5t | JP¥89.9t | JP¥3.1t | 15.8x | 22x | 0.8x |
| Sat, 31 Jan 2026 | JP¥66.5t | JP¥89.3t | JP¥3.0t | 15.9x | 21.9x | 0.7x |
| Mon, 29 Dec 2025 | JP¥67.9t | JP¥91.2t | JP¥3.0t | 16.1x | 23x | 0.7x |
| Wed, 26 Nov 2025 | JP¥69.1t | JP¥92.8t | JP¥3.0t | 15.6x | 23.2x | 0.7x |
| Fri, 24 Oct 2025 | JP¥66.9t | JP¥92.1t | JP¥2.6t | 16x | 25.6x | 0.7x |
| Sun, 21 Sep 2025 | JP¥65.0t | JP¥90.6t | JP¥2.6t | 16.5x | 25.5x | 0.7x |
| Tue, 19 Aug 2025 | JP¥64.9t | JP¥90.5t | JP¥2.8t | 16.2x | 23x | 0.7x |
| Thu, 17 Jul 2025 | JP¥62.3t | JP¥90.0t | JP¥2.9t | 15.8x | 21.4x | 0.7x |
| Sat, 14 Jun 2025 | JP¥62.2t | JP¥93.6t | JP¥2.9t | 15.6x | 21.6x | 0.7x |
| Mon, 12 May 2025 | JP¥64.1t | JP¥91.6t | JP¥2.9t | 16.2x | 21.9x | 0.7x |
| Wed, 09 Apr 2025 | JP¥58.3t | JP¥91.2t | JP¥2.5t | 14.7x | 22.9x | 0.6x |
| Fri, 07 Mar 2025 | JP¥59.4t | JP¥91.0t | JP¥2.8t | 15.1x | 21x | 0.7x |
| Sun, 02 Feb 2025 | JP¥60.8t | JP¥90.4t | JP¥2.9t | 15x | 21.1x | 0.7x |
| Tue, 31 Dec 2024 | JP¥62.1t | JP¥91.5t | JP¥3.0t | 15.3x | 20.9x | 0.7x |
| Thu, 28 Nov 2024 | JP¥62.3t | JP¥91.8t | JP¥3.0t | 14.9x | 21x | 0.7x |
| Sat, 26 Oct 2024 | JP¥62.6t | JP¥91.2t | JP¥3.0t | 15.2x | 20.6x | 0.7x |
| Mon, 23 Sep 2024 | JP¥63.8t | JP¥90.5t | JP¥3.1t | 15.9x | 20.9x | 0.7x |
| Wed, 21 Aug 2024 | JP¥61.8t | JP¥90.5t | JP¥3.1t | 15.5x | 20.1x | 0.7x |
| Fri, 19 Jul 2024 | JP¥65.8t | JP¥91.1t | JP¥3.1t | 15.9x | 21.4x | 0.7x |
| Sun, 16 Jun 2024 | JP¥64.9t | JP¥90.7t | JP¥3.1t | 16x | 20.9x | 0.7x |
| Tue, 14 May 2024 | JP¥65.0t | JP¥88.7t | JP¥3.1t | 15.9x | 21.1x | 0.7x |
| Thu, 11 Apr 2024 | JP¥64.2t | JP¥89.7t | JP¥3.0t | 16.6x | 21.3x | 0.7x |
| Sat, 09 Mar 2024 | JP¥63.3t | JP¥88.9t | JP¥3.0t | 16.4x | 21.1x | 0.7x |
| Mon, 05 Feb 2024 | JP¥63.6t | JP¥88.4t | JP¥2.9t | 17.1x | 22x | 0.7x |
| Wed, 03 Jan 2024 | JP¥61.0t | JP¥88.2t | JP¥2.8t | 16.2x | 21.4x | 0.7x |
| Fri, 01 Dec 2023 | JP¥61.1t | JP¥88.1t | JP¥2.9t | 16.5x | 21.4x | 0.7x |
| Sun, 29 Oct 2023 | JP¥60.3t | JP¥87.5t | JP¥2.7t | 17.1x | 22.1x | 0.7x |
| Tue, 26 Sep 2023 | JP¥61.9t | JP¥87.4t | JP¥2.7t | 17.9x | 22.8x | 0.7x |
| Thu, 24 Aug 2023 | JP¥61.6t | JP¥87.3t | JP¥2.7t | 17.6x | 22.7x | 0.7x |
22.7x
Which industries have driven the changes within the Japanese Consumer Staples sector?
| JP Market | 2.94% | |
| Consumer Staples | 1.04% | |
| Food | 2.96% | |
| Beverage | 2.01% | |
| Tobacco | 0.34% | |
| Food and Staples Retail | 0.22% | |
| Household Products | -0.84% | |
| Personal Products | -1.56% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2802 Ajinomoto | JP¥5.75k | 9.0% +JP¥455.3b | 40.5% | PE39.5x | |
| 141A TRIAL Holdings | JP¥3.79k | 15.9% +JP¥63.8b | 55.4% | PE131.9x | |
| 2282 NH Foods | JP¥6.32k | 3.6% +JP¥20.5b | 14.9% | PE17.2x | |
| 2531 Takara Holdings | JP¥2.09k | 4.1% +JP¥16.0b | 49.0% | PE34.4x | |
| 1332 Nissui | JP¥1.29k | 3.4% +JP¥13.0b | 30.6% | PE13.8x |