Narrative Update • Jul 13

Over the last 7 days, the Beverage industry has risen 1.1%, driven by gains from Asahi Group Holdings of 2.9%. In the last 12 months, the industry was up 13%. Looking forward, earnings are forecast to grow by 10% annually.
Has the Japanese Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | JP¥8.7t | JP¥9.7t | JP¥368.7b | 19.6x | 23.5x | 0.9x |
| Sat, 20 Jun 2026 | JP¥8.2t | JP¥9.8t | JP¥400.4b | 15.3x | 20.6x | 0.8x |
| Mon, 18 May 2026 | JP¥7.8t | JP¥9.7t | JP¥405.7b | 17x | 19.3x | 0.8x |
| Wed, 15 Apr 2026 | JP¥8.2t | JP¥9.7t | JP¥395.2b | 20.3x | 20.8x | 0.9x |
| Fri, 13 Mar 2026 | JP¥8.1t | JP¥9.7t | JP¥396.0b | 18.1x | 20.5x | 0.8x |
| Sun, 08 Feb 2026 | JP¥8.4t | JP¥9.6t | JP¥348.1b | 23.2x | 24.1x | 0.9x |
| Tue, 06 Jan 2026 | JP¥8.0t | JP¥9.6t | JP¥347.9b | 23.8x | 23.1x | 0.8x |
| Thu, 04 Dec 2025 | JP¥8.2t | JP¥9.6t | JP¥348.8b | 22.4x | 23.4x | 0.9x |
| Sat, 01 Nov 2025 | JP¥7.7t | JP¥9.6t | JP¥314.6b | 21.8x | 24.5x | 0.8x |
| Mon, 29 Sep 2025 | JP¥8.2t | JP¥9.6t | JP¥314.7b | 24.9x | 26.1x | 0.9x |
| Wed, 27 Aug 2025 | JP¥8.0t | JP¥9.5t | JP¥306.1b | 28x | 26.2x | 0.8x |
| Fri, 25 Jul 2025 | JP¥7.9t | JP¥9.6t | JP¥388.7b | 27.8x | 20.2x | 0.8x |
| Sun, 22 Jun 2025 | JP¥7.8t | JP¥9.6t | JP¥388.7b | 27.5x | 20.2x | 0.8x |
| Tue, 20 May 2025 | JP¥7.9t | JP¥9.6t | JP¥387.3b | 28.7x | 20.5x | 0.8x |
| Thu, 17 Apr 2025 | JP¥8.1t | JP¥9.5t | JP¥402.1b | 27.7x | 20.2x | 0.9x |
| Sat, 15 Mar 2025 | JP¥7.9t | JP¥9.5t | JP¥402.1b | 25.4x | 19.5x | 0.8x |
| Mon, 10 Feb 2025 | JP¥7.4t | JP¥9.4t | JP¥448.7b | 20.2x | 16.4x | 0.8x |
| Wed, 08 Jan 2025 | JP¥7.5t | JP¥9.4t | JP¥448.7b | 21.3x | 16.7x | 0.8x |
| Fri, 06 Dec 2024 | JP¥7.8t | JP¥9.4t | JP¥448.7b | 22.2x | 17.3x | 0.8x |
| Sun, 03 Nov 2024 | JP¥7.9t | JP¥9.3t | JP¥473.5b | 20.5x | 16.6x | 0.8x |
| Tue, 01 Oct 2024 | JP¥8.1t | JP¥9.3t | JP¥474.6b | 18.3x | 17.2x | 0.9x |
| Thu, 29 Aug 2024 | JP¥8.0t | JP¥9.3t | JP¥476.0b | 17.8x | 16.8x | 0.9x |
| Sat, 27 Jul 2024 | JP¥8.0t | JP¥9.1t | JP¥452.5b | 19.1x | 17.8x | 0.9x |
| Mon, 24 Jun 2024 | JP¥8.0t | JP¥9.1t | JP¥452.5b | 19.8x | 17.6x | 0.9x |
| Wed, 22 May 2024 | JP¥8.1t | JP¥9.1t | JP¥453.8b | 19.7x | 17.9x | 0.9x |
| Fri, 19 Apr 2024 | JP¥7.7t | JP¥8.9t | JP¥417.8b | 18.7x | 18.4x | 0.9x |
| Sun, 17 Mar 2024 | JP¥7.6t | JP¥8.9t | JP¥417.8b | 17.9x | 18.2x | 0.9x |
| Tue, 13 Feb 2024 | JP¥7.9t | JP¥8.8t | JP¥370.9b | 26.5x | 21.3x | 0.9x |
| Thu, 11 Jan 2024 | JP¥7.8t | JP¥8.8t | JP¥369.1b | 22.6x | 21.1x | 0.9x |
| Sat, 09 Dec 2023 | JP¥7.6t | JP¥8.8t | JP¥369.1b | 23x | 20.6x | 0.9x |
| Mon, 06 Nov 2023 | JP¥7.7t | JP¥8.6t | JP¥365.8b | 20.7x | 21.1x | 0.9x |
| Wed, 04 Oct 2023 | JP¥7.6t | JP¥8.6t | JP¥366.0b | 20.2x | 20.7x | 0.9x |
| Fri, 01 Sep 2023 | JP¥7.6t | JP¥8.6t | JP¥363.4b | 20.6x | 20.9x | 0.9x |
| Sun, 30 Jul 2023 | JP¥7.5t | JP¥8.4t | JP¥392.6b | 21.1x | 19.2x | 0.9x |
19.2x
Which industries have driven the changes within the Japanese Consumer Staples industry?
| JP Market | -1.62% | |
| Consumer Staples | 0.97% | |
| Beverage | 1.13% | |
| Brewers | 2.00% | |
| Distillers and Wine Makers | 0.089% | |
| Soft Drinks | -0.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2502 Asahi Group Holdings | JP¥1.63k | 2.9% +JP¥67.3b | -17.0% | PE19.6x | |
| 2503 Kirin Holdings Company | JP¥2.89k | 1.3% +JP¥29.2b | 43.9% | PE15.4x | |
| 2579 Coca-Cola Bottlers Japan Holdings | JP¥4.25k | 0.6% +JP¥4.1b | 81.6% | PS0.8x | |
| 2588 Premium Water HoldingsInc | JP¥3.88k | 2.8% +JP¥3.2b | 21.3% | PE14x | |
| 2531 Takara Holdings | JP¥2.17k | 0.5% +JP¥2.2b | 71.1% | PE35.7x |