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Japanese (NIKKEI) Food and Staples Retail Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies114
  • 7D1.5%
  • 3M9.5%
  • 1Y27.8%
  • YTD26.5%

In the last week, the Food and Staples Retail industry is up 1.5%, with Aeon up 3.4%. This takes the industry's 12 month performance to a gain of 28%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the Japanese Food and Staples Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025JP¥22.3tJP¥47.3tJP¥824.3b13.3x27x0.5x
Sat, 22 Nov 2025JP¥24.1tJP¥49.0tJP¥848.5b13.4x28.4x0.5x
Mon, 20 Oct 2025JP¥21.5tJP¥48.7tJP¥847.1b13.1x25.3x0.4x
Wed, 17 Sep 2025JP¥20.8tJP¥47.2tJP¥795.0b13.9x26.2x0.4x
Fri, 15 Aug 2025JP¥20.8tJP¥47.1tJP¥783.2b13.5x26.6x0.4x
Sun, 13 Jul 2025JP¥20.3tJP¥48.2tJP¥758.9b13x26.8x0.4x
Tue, 10 Jun 2025JP¥19.9tJP¥50.4tJP¥781.8b12.1x25.5x0.4x
Thu, 08 May 2025JP¥20.0tJP¥48.4tJP¥778.9b12.7x25.7x0.4x
Sat, 05 Apr 2025JP¥18.1tJP¥48.3tJP¥695.6b12.1x26.1x0.4x
Mon, 03 Mar 2025JP¥18.0tJP¥48.2tJP¥690.9b12.7x26.1x0.4x
Wed, 29 Jan 2025JP¥19.1tJP¥48.0tJP¥694.9b12.8x27.4x0.4x
Fri, 27 Dec 2024JP¥18.6tJP¥49.2tJP¥797.5b12.4x23.3x0.4x
Sun, 24 Nov 2024JP¥18.9tJP¥49.4tJP¥797.7b12.6x23.8x0.4x
Tue, 22 Oct 2024JP¥18.6tJP¥49.3tJP¥800.8b12.4x23.2x0.4x
Thu, 19 Sep 2024JP¥18.9tJP¥47.0tJP¥784.2b13.3x24.1x0.4x
Sat, 17 Aug 2024JP¥17.0tJP¥48.4tJP¥818.1b12.2x20.8x0.4x
Mon, 15 Jul 2024JP¥18.5tJP¥49.5tJP¥886.4b13.8x20.8x0.4x
Wed, 12 Jun 2024JP¥19.0tJP¥49.3tJP¥891.9b13.9x21.3x0.4x
Fri, 10 May 2024JP¥18.9tJP¥47.5tJP¥881.5b14.4x21.4x0.4x
Sun, 07 Apr 2024JP¥19.6tJP¥48.9tJP¥871.9b14.3x22.5x0.4x
Tue, 05 Mar 2024JP¥19.4tJP¥48.2tJP¥854.8b13.7x22.6x0.4x
Thu, 01 Feb 2024JP¥18.8tJP¥48.0tJP¥842.0b13.8x22.4x0.4x
Sat, 30 Dec 2023JP¥18.0tJP¥47.9tJP¥811.9b13.5x22.2x0.4x
Mon, 27 Nov 2023JP¥17.9tJP¥47.8tJP¥812.5b13.9x22.1x0.4x
Wed, 25 Oct 2023JP¥17.1tJP¥47.6tJP¥794.7b14x21.5x0.4x
Fri, 22 Sep 2023JP¥17.9tJP¥47.5tJP¥803.4b14.7x22.2x0.4x
Sun, 20 Aug 2023JP¥17.9tJP¥47.5tJP¥800.7b14.1x22.3x0.4x
Tue, 18 Jul 2023JP¥17.4tJP¥47.2tJP¥778.9b14.7x22.4x0.4x
Thu, 15 Jun 2023JP¥17.7tJP¥46.7tJP¥809.5b14.9x21.9x0.4x
Sat, 13 May 2023JP¥17.5tJP¥46.5tJP¥789.6b14.2x22.2x0.4x
Mon, 10 Apr 2023JP¥15.9tJP¥46.1tJP¥782.6b13.7x20.3x0.3x
Wed, 08 Mar 2023JP¥16.5tJP¥44.9tJP¥767.0b13.5x21.5x0.4x
Fri, 03 Feb 2023JP¥16.3tJP¥44.8tJP¥764.1b14x21.4x0.4x
Sun, 01 Jan 2023JP¥16.3tJP¥43.7tJP¥740.2b13.7x22.1x0.4x
Price to Earnings Ratio

22.1x


Total Market Cap: JP¥16.3tTotal Earnings: JP¥740.2bTotal Revenue: JP¥43.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Food and Staples Retail Industry Price to Earnings3Y Average 23.4x202320242025
Current Industry PE
  • Investors are optimistic on the Japanese Consumer Retailing industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.0x which is higher than its 3-year average PE of 23.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 3.7% per year over the last three years.
  • Revenues for these companies have grown 2.7% 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 Staples industry?

JP Market1.62%
Consumer Staples0.35%
Food and Staples Retail1.54%
Big Box Super Stores2.72%
Food Retail1.48%
Drug Retail0.031%
Food Distributors-0.19%
Industry PE
  • Investors are most optimistic about the Big Box Super Stores industry which is trading above its 3-year average PE ratio of 91.1x.
    • Analysts are expecting annual earnings growth of 31.1%, which is higher than its past year's earnings decline of 6.3% per year.
  • Investors are most pessimistic about the Food Distributors industry, which is trading close to its 3-year average of 11.5x.
Forecasted Growth
  • Analysts are most optimistic on the Big Box Super Stores industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 6.3% per year.
  • In contrast, the Food Retail industry is expected to see its earnings grow by 7.1% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
8267 AeonJP¥2.47k3.7%
+JP¥242.1b		104.6%PE250.3x
3382 Seven & i HoldingsJP¥2.24k2.1%
+JP¥111.9b		-9.2%PE22x
7649 Sugi HoldingsLtdJP¥3.69k3.4%
+JP¥22.1b		53.4%PE16.2x
3391 Tsuruha HoldingsJP¥2.86k2.3%
+JP¥15.5b		78.3%PE45.2x
3038 Kobe BussanJP¥3.87k1.4%
+JP¥12.2b		14.9%PE26.9x

Latest News

8267
JP¥2,474.00
Aeon
7D
3.7%
1Y
104.6%

8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression

Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.
2692
JP¥11,380.00
ITOCHU-SHOKUHIN
7D
-1.5%
1Y
59.6%
3391
JP¥2,855.00
Tsuruha Holdings
7D
2.3%
1Y
78.3%
9989
JP¥4,272.00
SundrugLtd
7D
-0.5%
1Y
8.1%

Here's Why SundrugLtd (TSE:9989) Can Manage Its Debt Responsibly

Dec 17
Here's Why SundrugLtd (TSE:9989) Can Manage Its Debt Responsibly
3088
JP¥2,733.50
MatsukiyoCocokara
7D
-2.6%
1Y
23.9%

MatsukiyoCocokara (TSE:3088) Shareholders Will Want The ROCE Trajectory To Continue

Dec 17
MatsukiyoCocokara (TSE:3088) Shareholders Will Want The ROCE Trajectory To Continue
3539
JP¥1,642.00
JM HoldingsLtd
7D
-1.7%
1Y
33.7%
3038
JP¥3,869.00
Kobe Bussan
7D
1.4%
1Y
14.9%
8289
JP¥433.00
Olympic Group
7D
-5.7%
1Y
-4.4%

Is Olympic Group (TSE:8289) Weighed On By Its Debt Load?

Dec 16
Is Olympic Group (TSE:8289) Weighed On By Its Debt Load?
9627
JP¥6,641.00
Ain Holdings
7D
4.5%
1Y
53.3%

Earnings Miss: Ain Holdings Inc. Missed EPS By 35% And Analysts Are Revising Their Forecasts

Dec 15
Earnings Miss: Ain Holdings Inc. Missed EPS By 35% And Analysts Are Revising Their Forecasts
3382
JP¥2,237.00
Seven & i Holdings
7D
2.1%
1Y
-9.2%

3382: Rising Margins And Dividend Increases Will Support Share Price

Analysts have modestly reduced their price target on Seven & i Holdings from ¥2,900 to approximately ¥2,800, citing a more tempered outlook for revenue growth. Expectations for profit margins and valuation multiples have also been adjusted to a more conservative, yet still supportive, profile.
417A
JP¥8,546.00
Blue Zones HoldingsLtd
7D
2.9%
1Y
-6.1%
2791
JP¥5,610.00
DaikokutenbussanLtd
7D
-2.1%
1Y
-41.2%
7649
JP¥3,694.00
Sugi HoldingsLtd
7D
3.4%
1Y
53.4%

Returns On Capital At Sugi HoldingsLtd (TSE:7649) Have Stalled

Dec 04
Returns On Capital At Sugi HoldingsLtd (TSE:7649) Have Stalled
8242
JP¥2,066.00
H2O Retailing
7D
-0.1%
1Y
-6.8%
3349
JP¥8,024.00
COSMOS Pharmaceutical
7D
1.5%
1Y
23.8%

Returns On Capital Signal Tricky Times Ahead For COSMOS Pharmaceutical (TSE:3349)

Nov 28
Returns On Capital Signal Tricky Times Ahead For COSMOS Pharmaceutical (TSE:3349)
2874
JP¥1,302.00
YokoreiLtd
7D
-2.5%
1Y
54.4%

YokoreiLtd's (TSE:2874) Problems Go Beyond Weak Profit

Nov 22
YokoreiLtd's (TSE:2874) Problems Go Beyond Weak Profit