Narrative Update • Jun 23

Over the last 7 days, the Food Retail industry has dropped 2.8%, driven by Seven & i Holdings declining 2.3%. On the other hand H2O Retailing is actually up 6.8%. The industry has fallen 15% in the last year. Earnings are forecast to grow by 5.3% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | JP¥8.1t | JP¥22.1t | JP¥542.8b | 11.7x | 14.9x | 0.4x |
| Fri, 22 May 2026 | JP¥8.3t | JP¥20.6t | JP¥536.0b | 11.6x | 15.4x | 0.4x |
| Sun, 19 Apr 2026 | JP¥8.9t | JP¥20.5t | JP¥530.4b | 13x | 16.8x | 0.4x |
| Tue, 17 Mar 2026 | JP¥8.9t | JP¥21.0t | JP¥548.9b | 12.7x | 16.2x | 0.4x |
| Thu, 12 Feb 2026 | JP¥9.9t | JP¥20.9t | JP¥550.1b | 13.5x | 17.9x | 0.5x |
| Sat, 10 Jan 2026 | JP¥9.7t | JP¥20.9t | JP¥537.4b | 13.4x | 18x | 0.5x |
| Mon, 08 Dec 2025 | JP¥9.2t | JP¥23.0t | JP¥474.4b | 12.7x | 19.3x | 0.4x |
| Wed, 05 Nov 2025 | JP¥8.8t | JP¥22.9t | JP¥477.0b | 12.3x | 18.4x | 0.4x |
| Fri, 03 Oct 2025 | JP¥8.9t | JP¥21.6t | JP¥429.8b | 12.4x | 20.8x | 0.4x |
| Sun, 31 Aug 2025 | JP¥9.1t | JP¥21.6t | JP¥419.9b | 12.9x | 21.6x | 0.4x |
| Tue, 29 Jul 2025 | JP¥9.3t | JP¥21.5t | JP¥441.3b | 11.9x | 21x | 0.4x |
| Thu, 26 Jun 2025 | JP¥10.1t | JP¥23.0t | JP¥408.4b | 11.7x | 24.7x | 0.4x |
| Sat, 24 May 2025 | JP¥9.8t | JP¥21.3t | JP¥411.4b | 11.9x | 23.9x | 0.5x |
| Mon, 21 Apr 2025 | JP¥9.4t | JP¥21.2t | JP¥414.0b | 12.6x | 22.8x | 0.4x |
| Wed, 19 Mar 2025 | JP¥9.6t | JP¥21.1t | JP¥344.6b | 12.8x | 27.7x | 0.5x |
| Fri, 14 Feb 2025 | JP¥10.1t | JP¥21.1t | JP¥339.7b | 12.2x | 29.8x | 0.5x |
| Sun, 12 Jan 2025 | JP¥10.2t | JP¥20.9t | JP¥343.5b | 12.2x | 29.7x | 0.5x |
| Tue, 10 Dec 2024 | JP¥10.5t | JP¥22.5t | JP¥432.4b | 12.2x | 24.2x | 0.5x |
| Thu, 07 Nov 2024 | JP¥9.5t | JP¥22.6t | JP¥431.8b | 12.2x | 22x | 0.4x |
| Sat, 05 Oct 2024 | JP¥9.8t | JP¥22.2t | JP¥441.4b | 12.6x | 22.2x | 0.4x |
| Mon, 02 Sep 2024 | JP¥9.5t | JP¥22.2t | JP¥445.5b | 12.6x | 21.4x | 0.4x |
| Wed, 31 Jul 2024 | JP¥8.9t | JP¥22.4t | JP¥428.6b | 13.3x | 20.7x | 0.4x |
| Fri, 28 Jun 2024 | JP¥10.3t | JP¥23.4t | JP¥504.1b | 15x | 20.4x | 0.4x |
| Sun, 26 May 2024 | JP¥10.3t | JP¥21.7t | JP¥506.1b | 14.3x | 20.3x | 0.5x |
| Tue, 23 Apr 2024 | JP¥10.2t | JP¥21.6t | JP¥500.8b | 14.7x | 20.4x | 0.5x |
| Thu, 21 Mar 2024 | JP¥10.9t | JP¥23.3t | JP¥496.4b | 15.4x | 21.9x | 0.5x |
| Sat, 17 Feb 2024 | JP¥10.4t | JP¥23.3t | JP¥491.7b | 14.9x | 21.1x | 0.4x |
| Mon, 15 Jan 2024 | JP¥9.7t | JP¥23.1t | JP¥478.6b | 14.6x | 20.3x | 0.4x |
| Wed, 13 Dec 2023 | JP¥9.8t | JP¥23.3t | JP¥471.4b | 14.6x | 20.8x | 0.4x |
| Fri, 10 Nov 2023 | JP¥9.5t | JP¥23.2t | JP¥467.3b | 15x | 20.3x | 0.4x |
| Sun, 08 Oct 2023 | JP¥9.6t | JP¥23.4t | JP¥484.2b | 15.1x | 19.9x | 0.4x |
| Tue, 05 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.8x | 20.4x | 0.4x |
| Thu, 03 Aug 2023 | JP¥9.6t | JP¥23.3t | JP¥473.9b | 16.2x | 20.2x | 0.4x |
| Sat, 01 Jul 2023 | JP¥9.7t | JP¥22.9t | JP¥493.1b | 15.3x | 19.7x | 0.4x |
19.7x
How does Japanese Food Retail compare with similar industries?
| JP Market | -0.22% | |
| Consumer Staples | 0.24% | |
| Food and Staples Retail | -1.58% | |
| Food Retail | -1.29% | |
| Food Distributors | 0.82% | |
| Drug Retail | -0.23% | |
| Big Box Super Stores | -3.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8242 H2O Retailing | JP¥2.78k | 10.1% +JP¥29.1b | 49.9% | PE10.6x | |
| 9956 Valor Holdings | JP¥3.72k | 3.5% +JP¥6.6b | 51.5% | PE11.9x | |
| 9948 ARCS | JP¥3.33k | 2.1% +JP¥3.7b | 13.8% | PE14.3x | |
| 8194 Life | JP¥2.56k | 0.7% +JP¥1.5b | 18.6% | PE11.8x | |
| 8276 HeiwadoLtd | JP¥2.53k | 1.0% +JP¥1.3b | -12.0% | PE13.3x |