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Japanese (NIKKEI) Food and Staples Retail Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies111
  • 7D-1.1%
  • 3M-10.7%
  • 1Y14.0%
  • YTD-11.4%

Over the last 7 days, the Food and Staples Retail industry has dropped 1.1%, driven by Aeon declining 3.2%. This takes the industry's 12 month performance to a gain of 14%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026JP¥20.4tJP¥45.8tJP¥912.8b13.6x22.3x0.4x
Fri, 20 Feb 2026JP¥22.9tJP¥45.7tJP¥916.1b14.7x24.9x0.5x
Sun, 18 Jan 2026JP¥21.0tJP¥45.4tJP¥898.0b13.5x23.3x0.5x
Tue, 16 Dec 2025JP¥22.5tJP¥47.7tJP¥827.6b13.3x27.2x0.5x
Thu, 13 Nov 2025JP¥22.3tJP¥48.7tJP¥854.8b12.8x26.1x0.5x
Sat, 11 Oct 2025JP¥19.9tJP¥46.9tJP¥838.8b13.2x23.8x0.4x
Mon, 08 Sep 2025JP¥20.6tJP¥47.1tJP¥785.1b13.4x26.2x0.4x
Wed, 06 Aug 2025JP¥20.5tJP¥47.0tJP¥777.8b13.3x26.4x0.4x
Fri, 04 Jul 2025JP¥20.4tJP¥50.3tJP¥776.9b12.4x26.3x0.4x
Sun, 01 Jun 2025JP¥20.2tJP¥48.7tJP¥782.4b12.1x25.8x0.4x
Tue, 29 Apr 2025JP¥19.5tJP¥48.3tJP¥781.9b12.9x25x0.4x
Thu, 27 Mar 2025JP¥18.7tJP¥48.3tJP¥697.9b13.4x26.8x0.4x
Sat, 22 Feb 2025JP¥18.6tJP¥48.2tJP¥690.9b13x27x0.4x
Mon, 20 Jan 2025JP¥18.8tJP¥48.0tJP¥695.0b12.4x27.1x0.4x
Wed, 18 Dec 2024JP¥19.0tJP¥49.2tJP¥797.2b12.6x23.9x0.4x
Fri, 15 Nov 2024JP¥18.8tJP¥49.4tJP¥796.2b12.6x23.6x0.4x
Sun, 13 Oct 2024JP¥18.7tJP¥47.6tJP¥800.0b12.5x23.4x0.4x
Tue, 10 Sep 2024JP¥18.8tJP¥48.5tJP¥816.5b12.6x23x0.4x
Thu, 08 Aug 2024JP¥16.6tJP¥48.3tJP¥794.6b12x20.8x0.3x
Sat, 06 Jul 2024JP¥18.9tJP¥49.4tJP¥888.4b13.7x21.2x0.4x
Mon, 03 Jun 2024JP¥18.9tJP¥49.3tJP¥891.8b13.9x21.1x0.4x
Wed, 01 May 2024JP¥19.1tJP¥47.5tJP¥881.5b14.5x21.6x0.4x
Fri, 29 Mar 2024JP¥20.0tJP¥48.9tJP¥871.3b14.2x23x0.4x
Sun, 25 Feb 2024JP¥19.4tJP¥48.2tJP¥854.1b13.9x22.7x0.4x
Tue, 23 Jan 2024JP¥18.8tJP¥48.0tJP¥841.4b13.8x22.3x0.4x
Thu, 21 Dec 2023JP¥17.7tJP¥47.8tJP¥815.4b13.3x21.7x0.4x
Sat, 18 Nov 2023JP¥18.0tJP¥47.7tJP¥808.0b14x22.3x0.4x
Mon, 16 Oct 2023JP¥17.2tJP¥47.5tJP¥784.5b14.2x21.9x0.4x
Wed, 13 Sep 2023JP¥18.2tJP¥47.5tJP¥801.2b14.9x22.7x0.4x
Fri, 11 Aug 2023JP¥18.3tJP¥47.3tJP¥792.6b15.1x23.1x0.4x
Sun, 09 Jul 2023JP¥17.6tJP¥46.8tJP¥812.9b14.4x21.6x0.4x
Tue, 06 Jun 2023JP¥17.3tJP¥46.7tJP¥808.6b14.8x21.4x0.4x
Thu, 04 May 2023JP¥17.2tJP¥46.5tJP¥795.6b14.3x21.7x0.4x
Sat, 01 Apr 2023JP¥16.4tJP¥45.7tJP¥770.6b14x21.3x0.4x
Price to Earnings Ratio

21.3x


Total Market Cap: JP¥16.4tTotal Earnings: JP¥770.6bTotal Revenue: JP¥45.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Food and Staples Retail Industry Price to Earnings3Y Average 23.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Consumer Retailing industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 23.7x.
  • 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 5.8% 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-2.04%
Consumer Staples-1.55%
Food and Staples Retail-1.08%
Food Distributors0.21%
Food Retail-0.14%
Drug Retail-1.22%
Big Box Super Stores-2.50%
Industry PE
  • Investors are most optimistic about the Big Box Super Stores industry, which is trading close to its 3-year average PE ratio of 87.8x.
    • Analysts are expecting annual earnings growth of 26.3%, which is higher than its past year's earnings decline of 5.7% 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 26% over the next 5 years.
  • This is better than its past earnings decline of 5.7% per year.
  • In contrast, the Food Distributors industry is expected to see its earnings grow by 4.2% 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
3391 Tsuruha HoldingsJP¥2.45k0.8%
+JP¥9.3b		28.6%PE71.6x
8242 H2O RetailingJP¥2.41k2.2%
+JP¥5.9b		2.7%PE10.5x
2874 YokoreiLtdJP¥1.61k5.9%
+JP¥5.3b		79.5%PE31.2x
9869 Kato SangyoJP¥6.70k2.4%
+JP¥4.8b		34.3%PE14.8x
8276 HeiwadoLtdJP¥2.95k2.3%
+JP¥3.3b		15.4%PE14.6x

Latest News

8242
JP¥2,407.00
H2O Retailing
7D
2.3%
1Y
2.8%
3088
JP¥2,424.00
MatsukiyoCocokara
7D
-2.8%
1Y
2.0%
9869
JP¥6,670.00
Kato Sangyo
7D
2.0%
1Y
33.7%
2874
JP¥1,614.00
YokoreiLtd
7D
5.9%
1Y
79.5%
3382
JP¥2,080.00
Seven & i Holdings
7D
-1.4%
1Y
-6.3%

3382: Large Share Buyback Will Support Future Share Price

Analysts kept the price target for Seven & i Holdings steady at ¥3,000, citing only marginal adjustments in the discount rate, revenue growth assumptions, profit margin, and future P/E inputs that did not justify a revised valuation. What's in the News Completion of a large share buyback, with 69,054,400 shares repurchased between December 1, 2025 and February 19, 2026, bringing the total under the April 9, 2025 program to 284,297,500 shares (11.42% of shares) for ¥599,999.83m (Key Developments).
8267
JP¥1,936.50
Aeon
7D
-3.3%
1Y
53.7%

8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside

The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.
3038
JP¥3,513.00
Kobe Bussan
7D
-4.3%
1Y
1.4%
141A
JP¥4,250.00
TRIAL Holdings
7D
-5.8%
1Y
81.6%
3222
JP¥881.00
United Super Markets Holdings
7D
1.1%
1Y
4.6%
7649
JP¥3,391.00
Sugi HoldingsLtd
7D
-6.6%
1Y
19.7%
8276
JP¥2,946.00
HeiwadoLtd
7D
2.2%
1Y
15.3%
3391
JP¥2,449.00
Tsuruha Holdings
7D
0.8%
1Y
28.6%
8278
JP¥2,056.00
Fuji
7D
1.7%
1Y
-5.5%
9948
JP¥3,770.00
ARCS
7D
0.7%
1Y
27.7%
3349
JP¥6,563.00
COSMOS Pharmaceutical
7D
-4.3%
1Y
-13.0%

COSMOS Pharmaceutical (TSE:3349) Seems To Use Debt Quite Sensibly

Feb 16
COSMOS Pharmaceutical (TSE:3349) Seems To Use Debt Quite Sensibly
3549
JP¥3,700.00
Kusuri No Aoki Holdings
7D
-3.0%
1Y
9.4%

Is There An Opportunity With Kusuri No Aoki Holdings Co., Ltd.'s (TSE:3549) 31% Undervaluation?

Feb 15
Is There An Opportunity With Kusuri No Aoki Holdings Co., Ltd.'s (TSE:3549) 31% Undervaluation?