Narrative Update • May 01

Over the last 7 days, the Food and Staples Retail industry has remained flat, although notably TRIAL Holdings gained 6.6%. Unfortunately though, the industry is down 5.9% over the past 12 months. Earnings are forecast to grow by 11% annually.
Has the Japanese Food and Staples Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | JP¥18.3t | JP¥46.0t | JP¥960.5b | 12.8x | 19.1x | 0.4x |
| Tue, 07 Apr 2026 | JP¥21.2t | JP¥45.8t | JP¥912.6b | 13.8x | 23.2x | 0.5x |
| Thu, 05 Mar 2026 | JP¥20.8t | JP¥45.7t | JP¥915.7b | 13.8x | 22.7x | 0.5x |
| Sat, 31 Jan 2026 | JP¥21.0t | JP¥45.4t | JP¥897.8b | 14.2x | 23.4x | 0.5x |
| Mon, 29 Dec 2025 | JP¥22.5t | JP¥47.4t | JP¥825.1b | 13.4x | 27.3x | 0.5x |
| Wed, 26 Nov 2025 | JP¥23.8t | JP¥49.0t | JP¥848.7b | 13.2x | 28x | 0.5x |
| Fri, 24 Oct 2025 | JP¥22.3t | JP¥48.7t | JP¥847.1b | 13.6x | 26.3x | 0.5x |
| Sun, 21 Sep 2025 | JP¥20.7t | JP¥47.2t | JP¥795.0b | 13.6x | 26x | 0.4x |
| Tue, 19 Aug 2025 | JP¥20.9t | JP¥47.1t | JP¥785.4b | 13.5x | 26.6x | 0.4x |
| Thu, 17 Jul 2025 | JP¥20.4t | JP¥46.8t | JP¥806.7b | 13.3x | 25.3x | 0.4x |
| Sat, 14 Jun 2025 | JP¥20.1t | JP¥50.4t | JP¥778.6b | 12.2x | 25.8x | 0.4x |
| Mon, 12 May 2025 | JP¥20.3t | JP¥48.5t | JP¥786.2b | 12.7x | 25.8x | 0.4x |
| Wed, 09 Apr 2025 | JP¥17.8t | JP¥48.3t | JP¥688.3b | 11.9x | 25.9x | 0.4x |
| Fri, 07 Mar 2025 | JP¥18.4t | JP¥48.2t | JP¥690.9b | 13x | 26.6x | 0.4x |
| Sun, 02 Feb 2025 | JP¥19.2t | JP¥48.0t | JP¥694.4b | 13x | 27.7x | 0.4x |
| Tue, 31 Dec 2024 | JP¥19.0t | JP¥49.2t | JP¥802.6b | 12.8x | 23.6x | 0.4x |
| Thu, 28 Nov 2024 | JP¥19.0t | JP¥49.5t | JP¥800.2b | 12.7x | 23.8x | 0.4x |
| Sat, 26 Oct 2024 | JP¥18.3t | JP¥49.3t | JP¥800.8b | 12.2x | 22.8x | 0.4x |
| Mon, 23 Sep 2024 | JP¥18.9t | JP¥48.5t | JP¥813.4b | 12.6x | 23.2x | 0.4x |
| Wed, 21 Aug 2024 | JP¥17.6t | JP¥48.5t | JP¥817.0b | 12.4x | 21.5x | 0.4x |
| Fri, 19 Jul 2024 | JP¥18.4t | JP¥49.7t | JP¥854.3b | 13.3x | 21.6x | 0.4x |
| Sun, 16 Jun 2024 | JP¥18.7t | JP¥49.3t | JP¥892.7b | 13.8x | 21x | 0.4x |
| Tue, 14 May 2024 | JP¥18.9t | JP¥47.6t | JP¥891.7b | 14.3x | 21.2x | 0.4x |
| Thu, 11 Apr 2024 | JP¥19.7t | JP¥49.0t | JP¥872.9b | 14.3x | 22.6x | 0.4x |
| Sat, 09 Mar 2024 | JP¥19.7t | JP¥48.2t | JP¥854.8b | 13.8x | 23x | 0.4x |
| Mon, 05 Feb 2024 | JP¥18.9t | JP¥48.0t | JP¥844.7b | 13.6x | 22.3x | 0.4x |
| Wed, 03 Jan 2024 | JP¥18.0t | JP¥47.9t | JP¥811.9b | 13.5x | 22.2x | 0.4x |
| Fri, 01 Dec 2023 | JP¥17.8t | JP¥47.8t | JP¥812.5b | 13.9x | 21.9x | 0.4x |
| Sun, 29 Oct 2023 | JP¥17.4t | JP¥47.6t | JP¥794.8b | 14.5x | 21.9x | 0.4x |
| Tue, 26 Sep 2023 | JP¥18.0t | JP¥47.5t | JP¥804.2b | 15x | 22.3x | 0.4x |
| Thu, 24 Aug 2023 | JP¥18.2t | JP¥47.5t | JP¥800.7b | 14.1x | 22.7x | 0.4x |
| Sat, 22 Jul 2023 | JP¥17.6t | JP¥47.3t | JP¥784.2b | 15.2x | 22.4x | 0.4x |
| Mon, 19 Jun 2023 | JP¥17.5t | JP¥46.7t | JP¥811.4b | 14.5x | 21.6x | 0.4x |
| Wed, 17 May 2023 | JP¥17.8t | JP¥46.6t | JP¥799.0b | 14.2x | 22.3x | 0.4x |
22.3x
Which industries have driven the changes within the Japanese Consumer Staples industry?
| JP Market | 2.87% | |
| Consumer Staples | -0.27% | |
| Food and Staples Retail | -0.50% | |
| Drug Retail | 0.18% | |
| Big Box Super Stores | -0.29% | |
| Food Distributors | -0.56% | |
| Food Retail | -0.94% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 141A TRIAL Holdings | JP¥4.14k | 6.6% +JP¥31.3b | 84.2% | PE52.5x | |
| 3088 MatsukiyoCocokara | JP¥2.35k | 1.4% +JP¥12.7b | -12.3% | PE16.7x | |
| 3549 Kusuri No Aoki Holdings | JP¥3.85k | 3.1% +JP¥10.8b | 5.5% | PE19x | |
| 3349 COSMOS Pharmaceutical | JP¥6.27k | 1.7% +JP¥8.2b | -29.8% | PE15.8x | |
| 8242 H2O Retailing | JP¥2.32k | 1.8% +JP¥4.8b | 19.8% | PE10.1x |