Narrative Update • May 21

Over the last 7 days, the Big Box Super Stores industry has dropped 2.8%, driven by declines in Aeon and Kusuri No Aoki Holdings of 0.8% and 7.6%, respectively. Over the past 12 months, the industry was up 4.6%. Looking forward, earnings are forecast to grow by 18% annually.
Has the Japanese Big Box Super Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | JP¥4.7t | JP¥12.8t | JP¥101.0b | 14.8x | 46.1x | 0.4x |
| Thu, 23 Apr 2026 | JP¥5.6t | JP¥12.7t | JP¥101.2b | 16.1x | 55.2x | 0.4x |
| Sat, 21 Mar 2026 | JP¥6.3t | JP¥12.4t | JP¥64.7b | 16x | 96.9x | 0.5x |
| Mon, 16 Feb 2026 | JP¥7.4t | JP¥12.4t | JP¥64.7b | 18x | 113.7x | 0.6x |
| Wed, 14 Jan 2026 | JP¥6.9t | JP¥12.2t | JP¥63.3b | 18.5x | 109.1x | 0.6x |
| Fri, 12 Dec 2025 | JP¥7.0t | JP¥12.1t | JP¥54.1b | 17x | 129.3x | 0.6x |
| Sun, 09 Nov 2025 | JP¥7.0t | JP¥12.0t | JP¥58.3b | 17.9x | 120.4x | 0.6x |
| Tue, 07 Oct 2025 | JP¥5.4t | JP¥11.9t | JP¥51.3b | 17.5x | 105.3x | 0.5x |
| Thu, 04 Sep 2025 | JP¥5.3t | JP¥11.9t | JP¥51.5b | 18.4x | 101.9x | 0.4x |
| Sat, 02 Aug 2025 | JP¥5.2t | JP¥11.9t | JP¥50.0b | 19x | 103.1x | 0.4x |
| Mon, 30 Jun 2025 | JP¥4.4t | JP¥11.7t | JP¥60.6b | 17.7x | 72.3x | 0.4x |
| Wed, 28 May 2025 | JP¥4.5t | JP¥11.7t | JP¥60.6b | 17.2x | 74x | 0.4x |
| Fri, 25 Apr 2025 | JP¥4.3t | JP¥11.7t | JP¥61.2b | 15.6x | 69.5x | 0.4x |
| Sun, 23 Mar 2025 | JP¥3.9t | JP¥11.6t | JP¥42.0b | 16.2x | 91.9x | 0.3x |
| Tue, 18 Feb 2025 | JP¥3.8t | JP¥11.6t | JP¥42.0b | 16.4x | 90.8x | 0.3x |
| Thu, 16 Jan 2025 | JP¥3.8t | JP¥11.5t | JP¥42.4b | 16.5x | 89.6x | 0.3x |
| Sat, 14 Dec 2024 | JP¥4.0t | JP¥11.4t | JP¥52.9b | 20x | 76.4x | 0.4x |
| Mon, 11 Nov 2024 | JP¥4.0t | JP¥11.3t | JP¥53.3b | 20.5x | 75.9x | 0.4x |
| Wed, 09 Oct 2024 | JP¥4.1t | JP¥11.2t | JP¥58.4b | 22.2x | 70.9x | 0.4x |
| Fri, 06 Sep 2024 | JP¥4.0t | JP¥11.2t | JP¥58.0b | 20.6x | 69.2x | 0.4x |
| Sun, 04 Aug 2024 | JP¥3.5t | JP¥11.1t | JP¥58.0b | 18.9x | 60.6x | 0.3x |
| Tue, 02 Jul 2024 | JP¥3.6t | JP¥11.0t | JP¥66.2b | 26.1x | 54x | 0.3x |
| Thu, 30 May 2024 | JP¥3.5t | JP¥11.0t | JP¥66.2b | 25.7x | 52.2x | 0.3x |
| Sat, 27 Apr 2024 | JP¥3.5t | JP¥11.0t | JP¥65.5b | 29.6x | 52.9x | 0.3x |
| Mon, 25 Mar 2024 | JP¥3.7t | JP¥10.8t | JP¥63.9b | 31.8x | 57.7x | 0.3x |
| Wed, 21 Feb 2024 | JP¥3.4t | JP¥10.1t | JP¥53.0b | 36.9x | 64.8x | 0.3x |
| Fri, 19 Jan 2024 | JP¥3.4t | JP¥10.1t | JP¥52.8b | 39.7x | 63.7x | 0.3x |
| Sun, 17 Dec 2023 | JP¥3.0t | JP¥10.0t | JP¥42.2b | 24.5x | 70.8x | 0.3x |
| Tue, 14 Nov 2023 | JP¥3.0t | JP¥10.0t | JP¥42.2b | 23.1x | 71.7x | 0.3x |
| Thu, 12 Oct 2023 | JP¥2.9t | JP¥9.9t | JP¥34.9b | 23.2x | 83.6x | 0.3x |
| Sat, 09 Sep 2023 | JP¥2.9t | JP¥9.9t | JP¥34.2b | 23.2x | 85.2x | 0.3x |
| Mon, 07 Aug 2023 | JP¥2.7t | JP¥9.6t | JP¥21.9b | 74.6x | 121.3x | 0.3x |
| Wed, 05 Jul 2023 | JP¥2.6t | JP¥9.4t | JP¥23.7b | 67.3x | 109.3x | 0.3x |
| Fri, 02 Jun 2023 | JP¥2.4t | JP¥9.4t | JP¥23.7b | 62.9x | 101.3x | 0.3x |
101.3x
How does Japanese Big Box Super Stores compare with similar industries?
| JP Market | 3.42% | |
| Consumer Staples | -0.86% | |
| Food and Staples Retail | -2.04% | |
| Big Box Super Stores | -1.34% | |
| Food Distributors | 3.55% | |
| Food Retail | -2.49% | |
| Drug Retail | -3.04% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3199 WatahanLtd | JP¥1.37k | 2.5% +JP¥616.7m | -12.6% | PE12.1x | |
| 2722 IK HOLDINGSLtd | JP¥386.00 | 0.3% +JP¥7.6m | -1.8% | PE9.4x | |
| 7689 Copa | JP¥415.00 | 0.2% +JP¥3.0m | -10.2% | PS0.7x |