Narrative Update • Jul 21

In the last week, the Food Retail industry is up 2.1%, with Seven & i Holdings up 6.0%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 4.3% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | JP¥8.7t | JP¥20.3t | JP¥547.9b | 12.2x | 15.8x | 0.4x |
| Sat, 20 Jun 2026 | JP¥8.2t | JP¥22.1t | JP¥542.8b | 11.6x | 15.2x | 0.4x |
| Mon, 18 May 2026 | JP¥8.2t | JP¥20.5t | JP¥534.9b | 12.1x | 15.4x | 0.4x |
| Wed, 15 Apr 2026 | JP¥8.7t | JP¥20.5t | JP¥532.4b | 12.4x | 16.3x | 0.4x |
| Fri, 13 Mar 2026 | JP¥8.9t | JP¥21.0t | JP¥553.6b | 12.7x | 16x | 0.4x |
| Sun, 08 Feb 2026 | JP¥9.8t | JP¥20.9t | JP¥548.9b | 13.2x | 17.8x | 0.5x |
| Tue, 06 Jan 2026 | JP¥9.7t | JP¥23.0t | JP¥472.7b | 13.2x | 20.4x | 0.4x |
| Thu, 04 Dec 2025 | JP¥9.2t | JP¥23.0t | JP¥474.4b | 12.7x | 19.4x | 0.4x |
| Sat, 01 Nov 2025 | JP¥8.8t | JP¥22.9t | JP¥474.7b | 12.4x | 18.6x | 0.4x |
| Mon, 29 Sep 2025 | JP¥9.4t | JP¥21.6t | JP¥429.7b | 13.3x | 21.9x | 0.4x |
| Wed, 27 Aug 2025 | JP¥9.3t | JP¥21.6t | JP¥419.9b | 12.9x | 22x | 0.4x |
| Fri, 25 Jul 2025 | JP¥9.4t | JP¥21.5t | JP¥441.4b | 11.9x | 21.3x | 0.4x |
| Sun, 22 Jun 2025 | JP¥10.0t | JP¥23.0t | JP¥408.4b | 12.2x | 24.5x | 0.4x |
| Tue, 20 May 2025 | JP¥10.1t | JP¥21.3t | JP¥412.7b | 12x | 24.4x | 0.5x |
| Thu, 17 Apr 2025 | JP¥9.1t | JP¥21.2t | JP¥414.0b | 12.7x | 22.1x | 0.4x |
| Sat, 15 Mar 2025 | JP¥9.5t | JP¥21.0t | JP¥339.3b | 12.6x | 28.1x | 0.5x |
| Mon, 10 Feb 2025 | JP¥10.0t | JP¥21.0t | JP¥339.6b | 12.3x | 29.5x | 0.5x |
| Wed, 08 Jan 2025 | JP¥10.1t | JP¥22.5t | JP¥434.1b | 12.3x | 23.3x | 0.4x |
| Fri, 06 Dec 2024 | JP¥10.7t | JP¥22.5t | JP¥432.4b | 12.3x | 24.6x | 0.5x |
| Sun, 03 Nov 2024 | JP¥9.4t | JP¥22.6t | JP¥431.8b | 12.3x | 21.9x | 0.4x |
| Tue, 01 Oct 2024 | JP¥9.7t | JP¥22.2t | JP¥441.7b | 12.7x | 22x | 0.4x |
| Thu, 29 Aug 2024 | JP¥9.6t | JP¥22.2t | JP¥445.5b | 12.6x | 21.4x | 0.4x |
| Sat, 27 Jul 2024 | JP¥8.7t | JP¥22.4t | JP¥428.6b | 13.2x | 20.2x | 0.4x |
| Mon, 24 Jun 2024 | JP¥10.1t | JP¥23.4t | JP¥505.4b | 14.1x | 20x | 0.4x |
| Wed, 22 May 2024 | JP¥10.3t | JP¥21.7t | JP¥506.1b | 14x | 20.4x | 0.5x |
| Fri, 19 Apr 2024 | JP¥10.2t | JP¥21.6t | JP¥500.8b | 14.8x | 20.4x | 0.5x |
| Sun, 17 Mar 2024 | JP¥10.8t | JP¥23.3t | JP¥492.1b | 15.2x | 22x | 0.5x |
| Tue, 13 Feb 2024 | JP¥10.4t | JP¥23.3t | JP¥488.9b | 14.9x | 21.3x | 0.4x |
| Thu, 11 Jan 2024 | JP¥9.7t | JP¥23.3t | JP¥472.9b | 14.3x | 20.5x | 0.4x |
| Sat, 09 Dec 2023 | JP¥9.7t | JP¥23.3t | JP¥471.4b | 14.3x | 20.5x | 0.4x |
| Mon, 06 Nov 2023 | JP¥9.4t | JP¥23.2t | JP¥466.8b | 15.2x | 20.1x | 0.4x |
| Wed, 04 Oct 2023 | JP¥9.5t | JP¥23.4t | JP¥483.1b | 15.3x | 19.7x | 0.4x |
| Fri, 01 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.5x | 20.3x | 0.4x |
| Sun, 30 Jul 2023 | JP¥9.5t | JP¥23.1t | JP¥467.4b | 16.8x | 20.4x | 0.4x |
20.4x
How does Japanese Food Retail compare with similar industries?
| JP Market | -0.85% | |
| Consumer Staples | 0.70% | |
| Food and Staples Retail | 0.30% | |
| Food Retail | 2.07% | |
| Food Distributors | 1.19% | |
| Drug Retail | -0.29% | |
| Big Box Super Stores | -2.55% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.09k | 6.5% +JP¥295.9b | 6.2% | PE15.9x | |
| 3539 JM HoldingsLtd | JP¥1.34k | 4.7% +JP¥3.1b | -2.2% | PE11.3x | |
| 8167 Retail Partners | JP¥1.36k | 4.3% +JP¥2.4b | -5.2% | PE12.2x | |
| 8278 Fuji | JP¥1.99k | 1.2% +JP¥2.0b | -1.0% | PE24.3x | |
| 8276 HeiwadoLtd | JP¥2.59k | 1.6% +JP¥2.0b | -10.4% | PE15.2x |