Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Food and Staples Retail Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies108
  • 7D-1.6%
  • 3M-16.0%
  • 1Y-12.3%
  • YTD-25.0%

Over the last 7 days, the Food and Staples Retail industry has dropped 1.6%, driven by a pullback from Aeon of 3.4%. In contrast, H2O Retailing has gained 10%. The industry has fallen 12% in the last year. As for the next few years, earnings are expected to grow by 8.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026JP¥17.1tJP¥47.1tJP¥971.2b11.9x17.6x0.4x
Sat, 23 May 2026JP¥17.7tJP¥45.6tJP¥958.9b12x18.5x0.4x
Mon, 20 Apr 2026JP¥19.5tJP¥45.3tJP¥952.3b13.8x20.5x0.4x
Wed, 18 Mar 2026JP¥20.6tJP¥45.7tJP¥911.3b13.5x22.6x0.5x
Fri, 13 Feb 2026JP¥22.9tJP¥45.5tJP¥910.3b14.6x25.2x0.5x
Sun, 11 Jan 2026JP¥21.6tJP¥45.4tJP¥898.5b13.7x24.1x0.5x
Tue, 09 Dec 2025JP¥21.6tJP¥47.6tJP¥826.8b12.8x26.1x0.5x
Thu, 06 Nov 2025JP¥21.5tJP¥48.7tJP¥850.6b12.8x25.3x0.4x
Sat, 04 Oct 2025JP¥20.0tJP¥47.2tJP¥795.0b13.5x25.1x0.4x
Mon, 01 Sep 2025JP¥20.4tJP¥47.1tJP¥785.1b13.5x26x0.4x
Wed, 30 Jul 2025JP¥19.9tJP¥46.8tJP¥807.4b13x24.6x0.4x
Fri, 27 Jun 2025JP¥20.3tJP¥50.3tJP¥776.2b12.3x26.2x0.4x
Sun, 25 May 2025JP¥20.1tJP¥48.7tJP¥782.4b12.2x25.7x0.4x
Tue, 22 Apr 2025JP¥19.4tJP¥48.7tJP¥780.3b12.8x24.9x0.4x
Thu, 20 Mar 2025JP¥18.6tJP¥48.3tJP¥697.6b13.2x26.6x0.4x
Sat, 15 Feb 2025JP¥18.8tJP¥48.1tJP¥695.3b12.7x27x0.4x
Mon, 13 Jan 2025JP¥18.7tJP¥45.5tJP¥646.7b12.2x29x0.4x
Wed, 11 Dec 2024JP¥19.1tJP¥49.2tJP¥798.2b12.7x24x0.4x
Fri, 08 Nov 2024JP¥18.3tJP¥49.3tJP¥800.5b12.3x22.8x0.4x
Sun, 06 Oct 2024JP¥19.1tJP¥48.6tJP¥815.6b12.7x23.4x0.4x
Tue, 03 Sep 2024JP¥18.4tJP¥48.5tJP¥817.0b12.6x22.6x0.4x
Thu, 01 Aug 2024JP¥17.7tJP¥48.7tJP¥802.0b13.2x22x0.4x
Sat, 29 Jun 2024JP¥18.8tJP¥49.4tJP¥889.0b14.3x21.2x0.4x
Mon, 27 May 2024JP¥18.7tJP¥47.7tJP¥891.8b13.6x21x0.4x
Wed, 24 Apr 2024JP¥19.0tJP¥47.5tJP¥881.1b14.3x21.6x0.4x
Fri, 22 Mar 2024JP¥20.1tJP¥48.9tJP¥871.4b14x23x0.4x
Sun, 18 Feb 2024JP¥19.1tJP¥48.1tJP¥853.6b13.6x22.4x0.4x
Tue, 16 Jan 2024JP¥18.6tJP¥47.9tJP¥836.5b14.1x22.3x0.4x
Thu, 14 Dec 2023JP¥18.1tJP¥47.8tJP¥813.5b13.5x22.2x0.4x
Sat, 11 Nov 2023JP¥17.7tJP¥47.7tJP¥801.8b14.2x22.1x0.4x
Mon, 09 Oct 2023JP¥17.8tJP¥47.6tJP¥807.9b14.9x22x0.4x
Wed, 06 Sep 2023JP¥18.2tJP¥47.5tJP¥801.2b14.9x22.8x0.4x
Fri, 04 Aug 2023JP¥17.6tJP¥47.3tJP¥789.1b15x22.3x0.4x
Sun, 02 Jul 2023JP¥17.8tJP¥46.8tJP¥812.5b14.3x22x0.4x
Price to Earnings Ratio

22x


Total Market Cap: JP¥17.8tTotal Earnings: JP¥812.5bTotal Revenue: JP¥46.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Food and Staples Retail Industry Price to Earnings3Y Average 23.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Japanese Consumer Retailing industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 17.6x which is lower than its 3-year average PE of 23.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.40x.
Past Earnings Growth
  • The earnings for companies in the Consumer Retailing industry have grown 6.1% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Japanese Consumer Staples industry?

JP Market-0.22%
Consumer Staples0.24%
Food and Staples Retail-1.58%
Food Distributors0.82%
Drug Retail-0.23%
Food Retail-1.29%
Big Box Super Stores-3.67%
Industry PE
  • Investors are most optimistic about the Big Box Super Stores industry even though it's trading below its 3-year average PE ratio of 83.3x.
    • Analysts are expecting annual earnings growth of 16.1%, which is higher than its past year's earnings growth of 0.4% per year.
  • Investors are most pessimistic about the Food Distributors industry, which is trading close to its 3-year average of 11.6x.
Forecasted Growth
  • Analysts are most optimistic on the Big Box Super Stores industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 0.4% per year.
  • In contrast, the Food Retail industry is expected to see its earnings grow by 5.4% 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
8242 H2O RetailingJP¥2.78k10.1%
+JP¥29.1b		49.9%PE10.6x
141A TRIAL HoldingsJP¥3.04k8.3%
+JP¥28.5b		40.4%PE40x
2874 YokoreiLtdJP¥1.99k10.4%
+JP¥11.1b		129.0%PE37.3x
3088 MatsukiyoCocokaraJP¥2.36k1.0%
+JP¥9.2b		-17.8%PE16.7x
7649 Sugi HoldingsLtdJP¥3.09k1.5%
+JP¥8.1b		-3.1%PE12.4x

Latest News

3544
JP¥1,222.00
Satudora HoldingsLtd
7D
46.3%
1Y
44.6%
3382
JP¥1,910.00
Seven & i Holdings
7D
-1.2%
1Y
-15.9%
Narrative Update • Jun 23

3382: International Reorganization And Delayed U.S. Listing Will Support Future Shareholder Returns

Analysts have kept their fair value estimate for Seven & i Holdings steady at ¥3,000, while adjusting assumptions around discount rate, revenue growth, profit margin and future P/E. This reflects updated views on the Japan consumer sector and the company's role in themes such as global Smart Trade Down and Japan's Late Great Consolidation, following recent Street research and a new ¥2,100 price target initiation.
8267
JP¥1,318.50
Aeon
7D
-3.4%
1Y
-7.1%
Narrative Update • Jun 23

8267: Strong Sales And New Underperform View Will Shape Returns Despite Impairment

Aeon’s updated analyst price target has shifted to ¥1,440 from ¥1,832.50, as analysts factor in a higher discount rate, adjustments to long term profit margin and P/E assumptions, and recent cautious Street research, including a new ¥1,100 Underperform target. What’s in the News for Aeon Aeon reported strong May 2026 sales, with seasonal and discretionary categories and steady demand for essentials supported by its value focused multi format retail strategy, according to recent news reports.
141A
JP¥3,035.00
TRIAL Holdings
7D
8.3%
1Y
40.4%
9956
JP¥3,720.00
Valor Holdings
7D
3.5%
1Y
51.5%
3222
JP¥792.00
United Super Markets Holdings
7D
-1.7%
1Y
-12.7%
9627
JP¥5,445.00
Ain Holdings
7D
-2.3%
1Y
-0.4%
Analysis Article • Jun 18

Ain Holdings' (TSE:9627) Earnings May Just Be The Starting Point

Even though Ain Holdings Inc. ( TSE:9627 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
3038
JP¥2,585.50
Kobe Bussan
7D
-1.5%
1Y
-42.8%
9948
JP¥3,330.00
ARCS
7D
2.1%
1Y
13.8%
7649
JP¥3,090.00
Sugi HoldingsLtd
7D
1.5%
1Y
-3.1%
9267
JP¥3,305.00
Genky DrugStores
7D
-4.6%
1Y
-8.2%
2874
JP¥1,990.00
YokoreiLtd
7D
10.4%
1Y
129.0%
3549
JP¥3,553.00
Kusuri No Aoki Holdings
7D
-1.6%
1Y
0.9%
8242
JP¥2,780.50
H2O Retailing
7D
10.1%
1Y
49.9%
3349
JP¥6,000.00
COSMOS Pharmaceutical
7D
-0.9%
1Y
-32.9%
3088
JP¥2,363.50
MatsukiyoCocokara
7D
1.0%
1Y
-17.8%
Analysis Article • May 15

MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts Think

Last week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...