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Nov 16
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Japanese (NIKKEI) Beverage Industry Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies13
- 7D4.1%
- 3M2.0%
- 1Y6.8%
- YTD8.9%
Over the last 7 days, the Beverage industry has risen 4.1%, driven by gains from Kirin Holdings Company of 8.1%. Meanwhile, Takara Holdings actually underperformed within the industry, shrinking 7.6% in the last week. In the last 12 months, the industry was up 6.8%. As for the next few years, earnings are expected to grow by 16% per annum.
Industry Valuation and Performance
Has the Japanese Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Nov 2025 | JP¥8.2t | JP¥9.6t | JP¥345.0b | 22.9x | 23.7x | 0.9x |
| Tue, 14 Oct 2025 | JP¥7.9t | JP¥9.6t | JP¥314.7b | 23.4x | 25.2x | 0.8x |
| Thu, 11 Sep 2025 | JP¥8.1t | JP¥9.5t | JP¥307.4b | 26.4x | 26.3x | 0.8x |
| Sat, 09 Aug 2025 | JP¥8.1t | JP¥9.5t | JP¥306.5b | 27.6x | 26.4x | 0.9x |
| Mon, 07 Jul 2025 | JP¥7.8t | JP¥9.6t | JP¥388.7b | 27.5x | 20.1x | 0.8x |
| Wed, 04 Jun 2025 | JP¥7.9t | JP¥9.6t | JP¥388.7b | 28.7x | 20.3x | 0.8x |
| Fri, 02 May 2025 | JP¥8.2t | JP¥9.5t | JP¥402.1b | 27.6x | 20.5x | 0.9x |
| Sun, 30 Mar 2025 | JP¥8.1t | JP¥9.5t | JP¥402.1b | 25.3x | 20.1x | 0.9x |
| Tue, 25 Feb 2025 | JP¥7.6t | JP¥9.5t | JP¥402.9b | 26.6x | 18.8x | 0.8x |
| Thu, 23 Jan 2025 | JP¥7.4t | JP¥9.4t | JP¥448.7b | 21.2x | 16.4x | 0.8x |
| Sat, 21 Dec 2024 | JP¥7.8t | JP¥9.4t | JP¥448.7b | 22.2x | 17.3x | 0.8x |
| Mon, 18 Nov 2024 | JP¥7.7t | JP¥9.3t | JP¥452.4b | 21.8x | 17.1x | 0.8x |
| Wed, 16 Oct 2024 | JP¥8.0t | JP¥9.3t | JP¥474.6b | 18.2x | 16.9x | 0.9x |
| Fri, 13 Sep 2024 | JP¥8.1t | JP¥9.3t | JP¥474.6b | 18.7x | 17x | 0.9x |
| Sun, 11 Aug 2024 | JP¥7.4t | JP¥9.3t | JP¥466.8b | 16.4x | 15.9x | 0.8x |
| Tue, 09 Jul 2024 | JP¥7.9t | JP¥9.1t | JP¥452.5b | 19.8x | 17.5x | 0.9x |
| Thu, 06 Jun 2024 | JP¥8.1t | JP¥9.1t | JP¥452.5b | 19.7x | 18x | 0.9x |
| Sat, 04 May 2024 | JP¥7.9t | JP¥8.9t | JP¥417.8b | 19.2x | 18.9x | 0.9x |
| Mon, 01 Apr 2024 | JP¥7.8t | JP¥8.9t | JP¥417.8b | 18.8x | 18.7x | 0.9x |
| Wed, 28 Feb 2024 | JP¥7.7t | JP¥8.9t | JP¥417.0b | 19x | 18.5x | 0.9x |
| Fri, 26 Jan 2024 | JP¥7.8t | JP¥8.8t | JP¥369.1b | 22.6x | 21.1x | 0.9x |
| Sun, 24 Dec 2023 | JP¥7.6t | JP¥8.8t | JP¥369.1b | 23x | 20.5x | 0.9x |
| Tue, 21 Nov 2023 | JP¥7.7t | JP¥8.8t | JP¥368.4b | 23.9x | 21x | 0.9x |
| Thu, 19 Oct 2023 | JP¥7.4t | JP¥8.6t | JP¥366.0b | 19.9x | 20.2x | 0.9x |
| Sat, 16 Sep 2023 | JP¥7.9t | JP¥8.6t | JP¥366.0b | 20.9x | 21.6x | 0.9x |
| Mon, 14 Aug 2023 | JP¥7.5t | JP¥8.6t | JP¥363.4b | 20.1x | 20.7x | 0.9x |
| Wed, 12 Jul 2023 | JP¥7.3t | JP¥8.4t | JP¥392.8b | 21x | 18.7x | 0.9x |
| Fri, 09 Jun 2023 | JP¥7.5t | JP¥8.4t | JP¥392.7b | 21.3x | 19.1x | 0.9x |
| Sun, 07 May 2023 | JP¥7.4t | JP¥8.3t | JP¥385.2b | 17.6x | 19.3x | 0.9x |
| Tue, 04 Apr 2023 | JP¥7.1t | JP¥8.3t | JP¥385.2b | 17.4x | 18.4x | 0.9x |
| Thu, 02 Mar 2023 | JP¥6.9t | JP¥8.3t | JP¥385.5b | 17x | 18x | 0.8x |
| Sat, 28 Jan 2023 | JP¥6.4t | JP¥8.1t | JP¥395.1b | 17.3x | 16.3x | 0.8x |
| Mon, 26 Dec 2022 | JP¥6.6t | JP¥8.1t | JP¥395.1b | 17.8x | 16.7x | 0.8x |
| Wed, 23 Nov 2022 | JP¥6.9t | JP¥8.0t | JP¥390.7b | 17.1x | 17.6x | 0.9x |
Price to Earnings Ratio
17.6x
Current Industry PE
- Investors are optimistic on the Japanese Beverage industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 23.7x which is higher than its 3-year average PE of 19.4x.
- The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
- The earnings for companies in the Beverage industry have declined 4.1% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.2% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Japanese Consumer Staples industry?
| JP Market | 1.71% | |
| Consumer Staples | 2.98% | |
| Beverage | 4.13% | |
| Brewers | 5.32% | |
| Soft Drinks | 3.22% | |
| Distillers and Wine Makers | -5.22% | |
Industry PE
- Investors are most optimistic about the Soft Drinks industry which is trading above its 3-year average PE ratio of 24.7x.
- Analysts are expecting annual earnings growth of 21.9%, which is higher than its past year's earnings growth of 5.3% per year.
- Investors are most pessimistic about the Brewers industry, which is trading close to its 3-year average of 18.0x.
Forecasted Growth
- Analysts are most optimistic on the Soft Drinks industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings growth rate of 5.3% per year.
- In contrast, the Brewers industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| 2503 Kirin Holdings Company | JP¥2.39k | 8.1% +JP¥145.8b | 13.2% | PE23.7x | |
| 2502 Asahi Group Holdings | JP¥1.78k | 3.1% +JP¥78.6b | 6.5% | PE15.2x | |
| 2587 Suntory Beverage & Food | JP¥5.01k | 4.4% +JP¥65.2b | -1.6% | PE18.1x | |
| 2501 Sapporo Holdings | JP¥8.06k | 7.3% +JP¥42.8b | 1.9% | PE88.5x | |
| 2579 Coca-Cola Bottlers Japan Holdings | JP¥2.69k | 3.5% +JP¥15.1b | 12.0% | PS0.5x |
