Narrative Update • Jun 23

Last week, the Food Retail industry hasn't moved much but Seven & i Holdings is up 3.8% in that time. As for the longer term, the industry has declined 14% in the last year. Earnings are forecast to grow by 5.7% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | JP¥8.2t | JP¥22.1t | JP¥543.8b | 11.7x | 15.1x | 0.4x |
| Thu, 28 May 2026 | JP¥8.0t | JP¥20.6t | JP¥536.0b | 11.2x | 14.9x | 0.4x |
| Sat, 25 Apr 2026 | JP¥8.3t | JP¥20.5t | JP¥532.1b | 11.8x | 15.7x | 0.4x |
| Mon, 23 Mar 2026 | JP¥9.0t | JP¥21.0t | JP¥548.7b | 12.5x | 16.3x | 0.4x |
| Wed, 18 Feb 2026 | JP¥9.8t | JP¥21.0t | JP¥554.1b | 13.5x | 17.8x | 0.5x |
| Fri, 16 Jan 2026 | JP¥9.5t | JP¥20.9t | JP¥536.7b | 13.5x | 17.7x | 0.5x |
| Sun, 14 Dec 2025 | JP¥9.3t | JP¥23.0t | JP¥473.5b | 12.6x | 19.7x | 0.4x |
| Tue, 11 Nov 2025 | JP¥9.0t | JP¥22.9t | JP¥477.1b | 12.3x | 18.8x | 0.4x |
| Thu, 09 Oct 2025 | JP¥8.9t | JP¥21.6t | JP¥429.6b | 12.9x | 20.8x | 0.4x |
| Sat, 06 Sep 2025 | JP¥9.1t | JP¥21.6t | JP¥419.7b | 13x | 21.7x | 0.4x |
| Mon, 04 Aug 2025 | JP¥9.3t | JP¥21.5t | JP¥419.2b | 12.2x | 22.3x | 0.4x |
| Wed, 02 Jul 2025 | JP¥10.2t | JP¥23.0t | JP¥408.7b | 11.7x | 25x | 0.4x |
| Fri, 30 May 2025 | JP¥9.8t | JP¥21.3t | JP¥411.4b | 11.9x | 23.9x | 0.5x |
| Sun, 27 Apr 2025 | JP¥9.5t | JP¥21.2t | JP¥414.0b | 12.3x | 23x | 0.4x |
| Tue, 25 Mar 2025 | JP¥9.8t | JP¥21.1t | JP¥344.6b | 13.1x | 28.3x | 0.5x |
| Thu, 20 Feb 2025 | JP¥10.0t | JP¥21.0t | JP¥339.3b | 12.7x | 29.6x | 0.5x |
| Sat, 18 Jan 2025 | JP¥10.2t | JP¥21.0t | JP¥341.0b | 12x | 29.9x | 0.5x |
| Mon, 16 Dec 2024 | JP¥10.3t | JP¥22.5t | JP¥433.7b | 12x | 23.7x | 0.5x |
| Wed, 13 Nov 2024 | JP¥9.6t | JP¥22.7t | JP¥429.2b | 12.6x | 22.4x | 0.4x |
| Fri, 11 Oct 2024 | JP¥10.1t | JP¥22.2t | JP¥440.4b | 12.3x | 22.8x | 0.5x |
| Sun, 08 Sep 2024 | JP¥9.6t | JP¥22.2t | JP¥445.5b | 12.6x | 21.6x | 0.4x |
| Tue, 06 Aug 2024 | JP¥7.9t | JP¥22.1t | JP¥423.1b | 11.6x | 18.7x | 0.4x |
| Thu, 04 Jul 2024 | JP¥10.3t | JP¥23.4t | JP¥504.9b | 14.5x | 20.4x | 0.4x |
| Sat, 01 Jun 2024 | JP¥10.4t | JP¥21.7t | JP¥506.1b | 14.3x | 20.5x | 0.5x |
| Mon, 29 Apr 2024 | JP¥10.3t | JP¥21.6t | JP¥501.8b | 14.7x | 20.6x | 0.5x |
| Wed, 27 Mar 2024 | JP¥10.8t | JP¥23.3t | JP¥496.4b | 15.5x | 21.8x | 0.5x |
| Fri, 23 Feb 2024 | JP¥10.6t | JP¥23.3t | JP¥491.7b | 14.8x | 21.6x | 0.5x |
| Sun, 21 Jan 2024 | JP¥9.8t | JP¥23.2t | JP¥484.1b | 14.3x | 20.2x | 0.4x |
| Tue, 19 Dec 2023 | JP¥9.3t | JP¥23.3t | JP¥471.9b | 14.3x | 19.6x | 0.4x |
| Thu, 16 Nov 2023 | JP¥9.7t | JP¥23.2t | JP¥471.1b | 14.9x | 20.6x | 0.4x |
| Sat, 14 Oct 2023 | JP¥9.3t | JP¥23.1t | JP¥454.1b | 14.6x | 20.5x | 0.4x |
| Mon, 11 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.6x | 20.4x | 0.4x |
| Wed, 09 Aug 2023 | JP¥9.7t | JP¥23.3t | JP¥476.6b | 15.7x | 20.5x | 0.4x |
| Fri, 07 Jul 2023 | JP¥9.5t | JP¥22.9t | JP¥494.3b | 15.3x | 19.3x | 0.4x |
19.3x
How does Japanese Food Retail compare with similar industries?
| JP Market | -2.24% | |
| Consumer Staples | 1.60% | |
| Food and Staples Retail | 0.30% | |
| Food Retail | 0.044% | |
| Drug Retail | 1.13% | |
| Food Distributors | 1.09% | |
| Big Box Super Stores | -0.087% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥1.95k | 4.1% +JP¥178.0b | -15.9% | PE15.4x | |
| 3038 Kobe Bussan | JP¥2.69k | 5.8% +JP¥32.5b | -39.8% | PE17.5x | |
| 8242 H2O Retailing | JP¥2.88k | 6.8% +JP¥20.7b | 51.9% | PE10.9x | |
| 8194 Life | JP¥2.66k | 7.7% +JP¥16.4b | 20.4% | PE12.2x | |
| 9956 Valor Holdings | JP¥3.90k | 8.2% +JP¥15.5b | 54.7% | PE12.5x |