Narrative Update • Aug 04

Over the last 7 days, the Food Retail industry has dropped 5.7%, driven by Seven & i Holdings declining 12%. Overall the industry is down 3.8% in 12 months. Looking forward, 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, 06 Aug 2026 | JP¥8.4t | JP¥20.3t | JP¥554.7b | 12.1x | 15.2x | 0.4x |
| 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 |
20.6x
How does Japanese Food Retail compare with similar industries?
| JP Market | 2.17% | |
| Consumer Staples | -5.52% | |
| Food and Staples Retail | -8.41% | |
| Food Retail | -9.30% | |
| Food Distributors | -4.07% | |
| Big Box Super Stores | -6.62% | |
| Drug Retail | -9.25% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5884 KURADASHI.Co.Ltd | JP¥565.00 | 4.6% +JP¥303.5m | 8.0% | PE68.6x | |
| 9959 Aseed HoldingsLtd | JP¥1.04k | 1.3% +JP¥160.4m | 53.3% | PE14.2x | |
| 7646 PLANTLtd | JP¥1.82k | 0.8% +JP¥96.7m | 17.1% | PE12.1x | |
| 2747 Hokuyu LuckyLtd | JP¥3.19k | 1.9% +JP¥75.9m | 2.4% | n/a | |
| 3096 Ocean System | JP¥1.64k | 0.3% +JP¥46.6m | 21.7% | PE13.4x |