Narrative Update • Jul 21

Over the last 7 days, the Food Retail industry has risen 3.4%, driven by gains from Seven & i Holdings of 3.6%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 4.3% per annum.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | JP¥8.6t | JP¥20.3t | JP¥547.9b | 12x | 15.8x | 0.4x |
| Mon, 22 Jun 2026 | JP¥8.2t | JP¥22.1t | JP¥542.8b | 11.6x | 15.1x | 0.4x |
| Wed, 20 May 2026 | JP¥8.4t | JP¥20.5t | JP¥536.2b | 11.8x | 15.7x | 0.4x |
| Fri, 17 Apr 2026 | JP¥8.9t | JP¥20.5t | JP¥530.5b | 12.9x | 16.7x | 0.4x |
| Sun, 15 Mar 2026 | JP¥8.9t | JP¥21.0t | JP¥548.9b | 12.7x | 16.2x | 0.4x |
| Tue, 10 Feb 2026 | JP¥9.8t | JP¥20.9t | JP¥548.9b | 13.3x | 17.9x | 0.5x |
| Thu, 08 Jan 2026 | JP¥9.6t | JP¥23.0t | JP¥472.7b | 13.4x | 20.3x | 0.4x |
| Sat, 06 Dec 2025 | JP¥9.2t | JP¥23.0t | JP¥474.4b | 12.7x | 19.3x | 0.4x |
| Mon, 03 Nov 2025 | JP¥8.8t | JP¥22.9t | JP¥477.0b | 12.4x | 18.5x | 0.4x |
| Wed, 01 Oct 2025 | JP¥9.3t | JP¥21.6t | JP¥429.7b | 13.1x | 21.5x | 0.4x |
| Fri, 29 Aug 2025 | JP¥9.1t | JP¥21.6t | JP¥419.9b | 12.9x | 21.7x | 0.4x |
| Sun, 27 Jul 2025 | JP¥9.3t | JP¥21.5t | JP¥441.4b | 11.9x | 21.1x | 0.4x |
| Tue, 24 Jun 2025 | JP¥10.1t | JP¥23.0t | JP¥408.4b | 12.2x | 24.7x | 0.4x |
| Thu, 22 May 2025 | JP¥9.9t | JP¥21.3t | JP¥411.4b | 12x | 24x | 0.5x |
| Sat, 19 Apr 2025 | JP¥9.4t | JP¥21.2t | JP¥414.0b | 12.6x | 22.8x | 0.4x |
| Mon, 17 Mar 2025 | JP¥9.5t | JP¥21.1t | JP¥344.6b | 12.6x | 27.7x | 0.5x |
| Wed, 12 Feb 2025 | JP¥10.1t | JP¥21.1t | JP¥339.7b | 12.4x | 29.6x | 0.5x |
| Fri, 10 Jan 2025 | JP¥9.9t | JP¥22.5t | JP¥434.0b | 12.3x | 22.8x | 0.4x |
| Sun, 08 Dec 2024 | JP¥10.5t | JP¥22.5t | JP¥432.4b | 12.2x | 24.3x | 0.5x |
| Tue, 05 Nov 2024 | JP¥9.4t | JP¥22.6t | JP¥431.8b | 12.3x | 21.9x | 0.4x |
| Thu, 03 Oct 2024 | JP¥9.7t | JP¥22.2t | JP¥441.7b | 12.7x | 22x | 0.4x |
| Sat, 31 Aug 2024 | JP¥9.5t | JP¥22.2t | JP¥445.5b | 12.6x | 21.4x | 0.4x |
| Mon, 29 Jul 2024 | JP¥8.7t | JP¥22.4t | JP¥428.6b | 13.2x | 20.2x | 0.4x |
| Wed, 26 Jun 2024 | JP¥10.3t | JP¥23.4t | JP¥505.4b | 14.4x | 20.3x | 0.4x |
| Fri, 24 May 2024 | JP¥10.3t | JP¥21.7t | JP¥506.1b | 14.2x | 20.3x | 0.5x |
| Sun, 21 Apr 2024 | JP¥10.2t | JP¥21.6t | JP¥500.8b | 14.7x | 20.4x | 0.5x |
| Tue, 19 Mar 2024 | JP¥10.8t | JP¥23.3t | JP¥496.4b | 15.3x | 21.8x | 0.5x |
| Thu, 15 Feb 2024 | JP¥10.5t | JP¥23.3t | JP¥491.7b | 14.9x | 21.3x | 0.4x |
| Sat, 13 Jan 2024 | JP¥9.7t | JP¥23.3t | JP¥474.5b | 14.3x | 20.5x | 0.4x |
| Mon, 11 Dec 2023 | JP¥9.7t | JP¥23.3t | JP¥471.4b | 14.3x | 20.5x | 0.4x |
| Wed, 08 Nov 2023 | JP¥9.4t | JP¥23.2t | JP¥466.8b | 14.9x | 20.2x | 0.4x |
| Fri, 06 Oct 2023 | JP¥9.5t | JP¥23.4t | JP¥483.2b | 15x | 19.7x | 0.4x |
| Sun, 03 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.6x | 20.4x | 0.4x |
| Tue, 01 Aug 2023 | JP¥9.6t | JP¥23.1t | JP¥467.4b | 16.9x | 20.5x | 0.4x |
20.5x
How does Japanese Food Retail compare with similar industries?
| JP Market | 0.44% | |
| Consumer Staples | -0.0047% | |
| Food and Staples Retail | -0.12% | |
| Food Retail | 1.50% | |
| Food Distributors | -0.03% | |
| Drug Retail | -0.68% | |
| Big Box Super Stores | -2.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.15k | 3.2% +JP¥152.6b | 7.4% | PE16.3x | |
| 3539 JM HoldingsLtd | JP¥1.35k | 2.9% +JP¥1.9b | -2.7% | PE11.4x | |
| 9959 Aseed HoldingsLtd | JP¥1.05k | 10.8% +JP¥1.3b | 55.3% | PE14.2x | |
| 3182 Oisix | JP¥1.59k | 2.0% +JP¥1.1b | -7.6% | PE12.2x | |
| 8198 Maxvalu TokaiLtd | JP¥3.28k | 0.9% +JP¥956.6m | 2.7% | PE10.6x |