Narrative Update • Jul 21

Over the last 7 days, the Food Retail industry has risen 6.9%, driven by gains from Seven & i Holdings of 7.4%. This takes the industry's 12 month performance to a gain of 4.2%. Looking forward, earnings are forecast to grow by 4.2% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | JP¥9.2t | JP¥20.3t | JP¥547.7b | 12.9x | 16.9x | 0.5x |
| Sun, 28 Jun 2026 | JP¥8.2t | JP¥22.1t | JP¥543.8b | 11.7x | 15.1x | 0.4x |
| Tue, 26 May 2026 | JP¥8.0t | JP¥20.6t | JP¥536.0b | 11x | 14.9x | 0.4x |
| Thu, 23 Apr 2026 | JP¥8.6t | JP¥20.5t | JP¥532.1b | 12.3x | 16.2x | 0.4x |
| Sat, 21 Mar 2026 | JP¥9.0t | JP¥21.0t | JP¥548.7b | 12.5x | 16.3x | 0.4x |
| Mon, 16 Feb 2026 | JP¥10.0t | JP¥21.0t | JP¥553.7b | 13.6x | 18.1x | 0.5x |
| Wed, 14 Jan 2026 | JP¥9.4t | JP¥20.9t | JP¥537.3b | 13.6x | 17.5x | 0.4x |
| Fri, 12 Dec 2025 | JP¥9.2t | JP¥23.0t | JP¥474.4b | 12.5x | 19.4x | 0.4x |
| Sun, 09 Nov 2025 | JP¥8.9t | JP¥22.9t | JP¥477.1b | 12.2x | 18.7x | 0.4x |
| Tue, 07 Oct 2025 | JP¥9.0t | JP¥21.6t | JP¥430.0b | 12.7x | 20.9x | 0.4x |
| Thu, 04 Sep 2025 | JP¥9.1t | JP¥21.6t | JP¥419.7b | 13x | 21.6x | 0.4x |
| Sat, 02 Aug 2025 | JP¥9.4t | JP¥21.5t | JP¥441.6b | 12.1x | 21.3x | 0.4x |
| Mon, 30 Jun 2025 | JP¥10.2t | JP¥23.0t | JP¥408.6b | 11.8x | 24.9x | 0.4x |
| Wed, 28 May 2025 | JP¥9.8t | JP¥21.3t | JP¥411.4b | 11.8x | 23.9x | 0.5x |
| Fri, 25 Apr 2025 | JP¥9.6t | JP¥21.2t | JP¥414.0b | 12.4x | 23.1x | 0.4x |
| Sun, 23 Mar 2025 | JP¥9.7t | JP¥21.1t | JP¥344.6b | 13.1x | 28x | 0.5x |
| Tue, 18 Feb 2025 | JP¥10.1t | JP¥21.0t | JP¥339.3b | 12.6x | 29.7x | 0.5x |
| Thu, 16 Jan 2025 | JP¥10.1t | JP¥21.0t | JP¥341.0b | 12.1x | 29.6x | 0.5x |
| Sat, 14 Dec 2024 | JP¥10.3t | JP¥22.5t | JP¥432.2b | 12x | 23.8x | 0.5x |
| Mon, 11 Nov 2024 | JP¥9.6t | JP¥22.7t | JP¥429.2b | 12.6x | 22.3x | 0.4x |
| Wed, 09 Oct 2024 | JP¥9.9t | JP¥22.2t | JP¥441.4b | 12.4x | 22.3x | 0.4x |
| Fri, 06 Sep 2024 | JP¥9.7t | JP¥22.2t | JP¥445.5b | 12.6x | 21.8x | 0.4x |
| Sun, 04 Aug 2024 | JP¥8.6t | JP¥22.1t | JP¥423.1b | 12.3x | 20.3x | 0.4x |
| Tue, 02 Jul 2024 | JP¥10.3t | JP¥23.4t | JP¥504.9b | 14.6x | 20.3x | 0.4x |
| Thu, 30 May 2024 | JP¥10.3t | JP¥21.7t | JP¥506.1b | 14x | 20.3x | 0.5x |
| Sat, 27 Apr 2024 | JP¥10.3t | JP¥21.6t | JP¥501.8b | 14.7x | 20.6x | 0.5x |
| Mon, 25 Mar 2024 | JP¥10.9t | JP¥23.3t | JP¥496.4b | 15.4x | 22x | 0.5x |
| Wed, 21 Feb 2024 | JP¥10.5t | JP¥23.3t | JP¥491.7b | 15x | 21.4x | 0.5x |
| Fri, 19 Jan 2024 | JP¥9.8t | JP¥23.2t | JP¥484.1b | 14.3x | 20.2x | 0.4x |
| Sun, 17 Dec 2023 | JP¥9.4t | JP¥23.3t | JP¥471.9b | 14.1x | 19.9x | 0.4x |
| Tue, 14 Nov 2023 | JP¥9.5t | JP¥23.2t | JP¥469.6b | 14.9x | 20.3x | 0.4x |
| Thu, 12 Oct 2023 | JP¥9.6t | JP¥23.4t | JP¥485.5b | 15.1x | 19.8x | 0.4x |
| Sat, 09 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.6x | 20.4x | 0.4x |
| Mon, 07 Aug 2023 | JP¥9.6t | JP¥23.3t | JP¥476.6b | 15.9x | 20.1x | 0.4x |
20.1x
How does Japanese Food Retail compare with similar industries?
| JP Market | -2.90% | |
| Consumer Staples | 4.86% | |
| Food and Staples Retail | 6.61% | |
| Food Retail | 6.85% | |
| Big Box Super Stores | 6.89% | |
| Drug Retail | 6.76% | |
| Food Distributors | 1.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3038 Kobe Bussan | JP¥2.75k | 3.5% +JP¥20.4b | -31.7% | PE17.9x | |
| 8194 Life | JP¥2.58k | 5.5% +JP¥11.6b | 4.9% | PE12.2x | |
| 8242 H2O Retailing | JP¥2.86k | 3.6% +JP¥11.4b | 40.7% | PE10.9x | |
| 417A Blue Zones HoldingsLtd | JP¥1.79k | 2.5% +JP¥8.8b | -10.1% | PE15.4x | |
| 8255 Axial Retailing | JP¥1.27k | 6.4% +JP¥6.7b | 10.1% | PE12.8x |