Narrative Update • Jul 07

Over the last 7 days, the Food Retail industry has risen 3.6%, driven by gains from Seven & i Holdings of 5.1%. In the same time, Valor Holdings was down 9.4%. In contrast, the industry has lost 7.7% in the last 12 months. Earnings are forecast to grow by 5.5% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 08 Jul 2026 | JP¥8.7t | JP¥22.1t | JP¥543.9b | 12x | 16x | 0.4x |
| Fri, 05 Jun 2026 | JP¥8.0t | JP¥22.1t | JP¥535.9b | 11.6x | 14.9x | 0.4x |
| Sun, 03 May 2026 | JP¥8.3t | JP¥20.5t | JP¥532.1b | 11.9x | 15.6x | 0.4x |
| Tue, 31 Mar 2026 | JP¥9.1t | JP¥21.0t | JP¥548.7b | 12.6x | 16.6x | 0.4x |
| Thu, 26 Feb 2026 | JP¥9.6t | JP¥21.0t | JP¥554.1b | 14.1x | 17.3x | 0.5x |
| Sat, 24 Jan 2026 | JP¥9.5t | JP¥20.9t | JP¥536.7b | 14.1x | 17.8x | 0.5x |
| Mon, 22 Dec 2025 | JP¥9.6t | JP¥23.0t | JP¥473.3b | 13.1x | 20.2x | 0.4x |
| Wed, 19 Nov 2025 | JP¥9.1t | JP¥23.0t | JP¥477.1b | 12.8x | 19x | 0.4x |
| Fri, 17 Oct 2025 | JP¥9.0t | JP¥21.3t | JP¥473.2b | 12.6x | 19x | 0.4x |
| Sun, 14 Sep 2025 | JP¥9.3t | JP¥21.6t | JP¥429.2b | 13.2x | 21.6x | 0.4x |
| Tue, 12 Aug 2025 | JP¥9.5t | JP¥21.6t | JP¥419.7b | 12.6x | 22.7x | 0.4x |
| Thu, 10 Jul 2025 | JP¥9.9t | JP¥23.0t | JP¥409.0b | 11.8x | 24.1x | 0.4x |
| Sat, 07 Jun 2025 | JP¥10.0t | JP¥23.0t | JP¥411.4b | 11.9x | 24.3x | 0.4x |
| Mon, 05 May 2025 | JP¥9.9t | JP¥21.2t | JP¥414.4b | 12.5x | 23.9x | 0.5x |
| Wed, 02 Apr 2025 | JP¥9.5t | JP¥21.1t | JP¥344.6b | 12.7x | 27.6x | 0.5x |
| Fri, 28 Feb 2025 | JP¥9.3t | JP¥21.0t | JP¥339.3b | 12.7x | 27.4x | 0.4x |
| Sun, 26 Jan 2025 | JP¥10.1t | JP¥21.0t | JP¥341.0b | 12x | 29.6x | 0.5x |
| Tue, 24 Dec 2024 | JP¥10.0t | JP¥22.5t | JP¥433.7b | 12.2x | 23.1x | 0.4x |
| Thu, 21 Nov 2024 | JP¥10.6t | JP¥22.7t | JP¥430.9b | 12.6x | 24.5x | 0.5x |
| Sat, 19 Oct 2024 | JP¥9.7t | JP¥22.6t | JP¥431.8b | 12.3x | 22.6x | 0.4x |
| Mon, 16 Sep 2024 | JP¥9.7t | JP¥22.2t | JP¥445.5b | 12.5x | 21.9x | 0.4x |
| Wed, 14 Aug 2024 | JP¥8.4t | JP¥22.1t | JP¥446.2b | 12.3x | 18.8x | 0.4x |
| Fri, 12 Jul 2024 | JP¥10.2t | JP¥23.4t | JP¥501.9b | 13.7x | 20.3x | 0.4x |
| Sun, 09 Jun 2024 | JP¥10.4t | JP¥23.4t | JP¥506.1b | 14x | 20.6x | 0.4x |
| Tue, 07 May 2024 | JP¥10.3t | JP¥21.7t | JP¥501.6b | 14.6x | 20.5x | 0.5x |
| Thu, 04 Apr 2024 | JP¥10.6t | JP¥23.3t | JP¥496.6b | 14.9x | 21.4x | 0.5x |
| Sat, 02 Mar 2024 | JP¥10.8t | JP¥23.3t | JP¥491.7b | 14.4x | 21.9x | 0.5x |
| Mon, 29 Jan 2024 | JP¥9.9t | JP¥23.2t | JP¥484.3b | 14.4x | 20.4x | 0.4x |
| Wed, 27 Dec 2023 | JP¥9.5t | JP¥23.3t | JP¥471.9b | 13.6x | 20.1x | 0.4x |
| Fri, 24 Nov 2023 | JP¥9.6t | JP¥23.3t | JP¥472.4b | 14.1x | 20.3x | 0.4x |
| Sun, 22 Oct 2023 | JP¥9.1t | JP¥23.2t | JP¥463.6b | 14.6x | 19.6x | 0.4x |
| Tue, 19 Sep 2023 | JP¥9.9t | JP¥23.4t | JP¥482.1b | 16.1x | 20.6x | 0.4x |
| Thu, 17 Aug 2023 | JP¥9.9t | JP¥23.4t | JP¥480.4b | 15.3x | 20.5x | 0.4x |
| Sat, 15 Jul 2023 | JP¥9.5t | JP¥22.9t | JP¥498.4b | 15.7x | 19x | 0.4x |
19x
How does Japanese Food Retail compare with similar industries?
| JP Market | 1.05% | |
| Consumer Staples | 3.61% | |
| Food and Staples Retail | 5.50% | |
| Food Retail | 3.83% | |
| Big Box Super Stores | 8.66% | |
| Drug Retail | 6.25% | |
| Food Distributors | 1.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.05k | 5.1% +JP¥227.7b | -7.0% | PE16.2x | |
| 3038 Kobe Bussan | JP¥2.72k | 6.2% +JP¥35.3b | -37.1% | PE17.7x | |
| 417A Blue Zones HoldingsLtd | JP¥1.81k | 6.2% +JP¥21.4b | -5.9% | PE15.6x | |
| 9267 Genky DrugStores | JP¥3.92k | 19.0% +JP¥19.1b | -4.6% | PE15.3x | |
| 9948 ARCS | JP¥3.61k | 9.6% +JP¥16.8b | 17.8% | PE15.4x |