Narrative Update • Jun 23

In the last week, the Food Retail industry is up 3.8%, with Seven & i Holdings up 6.3%. Meanwhile, Valor Holdings actually underperformed within the industry, shrinking 10% in the last week. In contrast, the industry has lost 9.3% in the last 12 months. Looking forward, earnings are forecast to grow by 5.6% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | JP¥8.5t | JP¥22.1t | JP¥543.9b | 11.8x | 15.7x | 0.4x |
| Mon, 01 Jun 2026 | JP¥8.1t | JP¥20.6t | JP¥535.9b | 11.3x | 15.1x | 0.4x |
| Wed, 29 Apr 2026 | JP¥8.4t | JP¥20.5t | JP¥532.1b | 11.9x | 15.7x | 0.4x |
| Fri, 27 Mar 2026 | JP¥9.0t | JP¥21.0t | JP¥548.7b | 12.6x | 16.5x | 0.4x |
| Sun, 22 Feb 2026 | JP¥9.5t | JP¥21.0t | JP¥554.1b | 13.6x | 17.1x | 0.5x |
| Tue, 20 Jan 2026 | JP¥9.8t | JP¥20.9t | JP¥536.7b | 14x | 18.2x | 0.5x |
| Thu, 18 Dec 2025 | JP¥9.4t | JP¥23.0t | JP¥473.3b | 13.1x | 19.9x | 0.4x |
| Sat, 15 Nov 2025 | JP¥9.1t | JP¥22.9t | JP¥477.1b | 12.5x | 19.1x | 0.4x |
| Mon, 13 Oct 2025 | JP¥8.8t | JP¥21.3t | JP¥471.8b | 13.1x | 18.6x | 0.4x |
| Wed, 10 Sep 2025 | JP¥9.1t | JP¥21.6t | JP¥419.7b | 13x | 21.7x | 0.4x |
| Fri, 08 Aug 2025 | JP¥9.5t | JP¥21.6t | JP¥419.3b | 12.5x | 22.7x | 0.4x |
| Sun, 06 Jul 2025 | JP¥10.0t | JP¥23.0t | JP¥409.0b | 11.9x | 24.3x | 0.4x |
| Tue, 03 Jun 2025 | JP¥9.9t | JP¥21.3t | JP¥411.4b | 11.8x | 24x | 0.5x |
| Thu, 01 May 2025 | JP¥9.7t | JP¥21.2t | JP¥414.1b | 12.5x | 23.3x | 0.5x |
| Sat, 29 Mar 2025 | JP¥9.8t | JP¥21.1t | JP¥344.6b | 12.8x | 28.3x | 0.5x |
| Mon, 24 Feb 2025 | JP¥9.9t | JP¥21.0t | JP¥339.3b | 12.7x | 29.2x | 0.5x |
| Wed, 22 Jan 2025 | JP¥10.1t | JP¥21.0t | JP¥341.0b | 12.1x | 29.7x | 0.5x |
| Fri, 20 Dec 2024 | JP¥10.3t | JP¥22.5t | JP¥433.7b | 12.1x | 23.6x | 0.5x |
| Sun, 17 Nov 2024 | JP¥10.2t | JP¥22.7t | JP¥430.9b | 12.8x | 23.7x | 0.4x |
| Tue, 15 Oct 2024 | JP¥10.0t | JP¥21.0t | JP¥432.9b | 12.4x | 23.1x | 0.5x |
| Thu, 12 Sep 2024 | JP¥9.6t | JP¥22.2t | JP¥445.5b | 12.4x | 21.5x | 0.4x |
| Sat, 10 Aug 2024 | JP¥8.3t | JP¥22.1t | JP¥446.1b | 12x | 18.5x | 0.4x |
| Mon, 08 Jul 2024 | JP¥10.3t | JP¥23.4t | JP¥505.3b | 14.3x | 20.5x | 0.4x |
| Wed, 05 Jun 2024 | JP¥10.4t | JP¥23.4t | JP¥506.1b | 14.4x | 20.6x | 0.4x |
| Fri, 03 May 2024 | JP¥10.3t | JP¥21.7t | JP¥501.6b | 14.6x | 20.5x | 0.5x |
| Sun, 31 Mar 2024 | JP¥11.0t | JP¥23.3t | JP¥496.4b | 15.4x | 22.1x | 0.5x |
| Tue, 27 Feb 2024 | JP¥10.7t | JP¥23.3t | JP¥491.7b | 14.9x | 21.8x | 0.5x |
| Thu, 25 Jan 2024 | JP¥9.8t | JP¥23.2t | JP¥484.3b | 14.3x | 20.3x | 0.4x |
| Sat, 23 Dec 2023 | JP¥9.5t | JP¥23.3t | JP¥471.9b | 13.6x | 20.2x | 0.4x |
| Mon, 20 Nov 2023 | JP¥9.6t | JP¥23.2t | JP¥471.2b | 15x | 20.4x | 0.4x |
| Wed, 18 Oct 2023 | JP¥9.3t | JP¥23.1t | JP¥453.4b | 14.6x | 20.5x | 0.4x |
| Fri, 15 Sep 2023 | JP¥10.0t | JP¥23.4t | JP¥480.4b | 16.4x | 20.8x | 0.4x |
| Sun, 13 Aug 2023 | JP¥9.9t | JP¥23.3t | JP¥480.3b | 16.1x | 20.6x | 0.4x |
| Tue, 11 Jul 2023 | JP¥9.5t | JP¥22.9t | JP¥494.2b | 15.6x | 19.3x | 0.4x |
19.3x
How does Japanese Food Retail compare with similar industries?
| JP Market | 2.12% | |
| Consumer Staples | 2.19% | |
| Food and Staples Retail | 4.31% | |
| Food Retail | 3.76% | |
| Big Box Super Stores | 7.21% | |
| Drug Retail | 2.74% | |
| Food Distributors | 1.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.02k | 6.3% +JP¥278.6b | -10.0% | PE16x | |
| 3038 Kobe Bussan | JP¥2.66k | 3.1% +JP¥17.5b | -39.9% | PE17.3x | |
| 9974 Belc | JP¥6.60k | 3.6% +JP¥4.8b | -11.5% | PE10.8x | |
| 2791 DaikokutenbussanLtd | JP¥4.32k | 7.1% +JP¥3.8b | -36.4% | PE12.4x | |
| 8276 HeiwadoLtd | JP¥2.53k | 3.0% +JP¥3.6b | -10.4% | PE14.8x |