Narrative Update • Jun 23

The Food Retail is pretty flat in the last 7 days, but Seven & i Holdings has stood out, gaining 4.7%. Unfortunately though, the industry is down 14% over the past 12 months. As for the next few years, earnings are expected to grow by 5.6% per annum.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 Jul 2026 | JP¥8.5t | JP¥22.1t | JP¥543.9b | 11.6x | 15.6x | 0.4x |
| Sun, 31 May 2026 | JP¥8.1t | JP¥20.6t | JP¥536.0b | 11.3x | 15.1x | 0.4x |
| Tue, 28 Apr 2026 | JP¥8.2t | JP¥20.5t | JP¥532.1b | 11.7x | 15.5x | 0.4x |
| Thu, 26 Mar 2026 | JP¥9.0t | JP¥21.0t | JP¥548.7b | 12.7x | 16.4x | 0.4x |
| Sat, 21 Feb 2026 | JP¥9.5t | JP¥21.0t | JP¥554.1b | 13.6x | 17.1x | 0.5x |
| Mon, 19 Jan 2026 | JP¥9.4t | JP¥20.9t | JP¥536.7b | 13.4x | 17.4x | 0.4x |
| Wed, 17 Dec 2025 | JP¥9.5t | JP¥23.0t | JP¥473.3b | 13.1x | 20x | 0.4x |
| Fri, 14 Nov 2025 | JP¥9.1t | JP¥22.9t | JP¥477.1b | 12.5x | 19x | 0.4x |
| Sun, 12 Oct 2025 | JP¥8.8t | JP¥21.3t | JP¥471.8b | 13.1x | 18.6x | 0.4x |
| Tue, 09 Sep 2025 | JP¥9.2t | JP¥21.6t | JP¥419.7b | 13.1x | 21.9x | 0.4x |
| Thu, 07 Aug 2025 | JP¥9.4t | JP¥21.5t | JP¥419.2b | 12.5x | 22.4x | 0.4x |
| Sat, 05 Jul 2025 | JP¥10.0t | JP¥23.0t | JP¥408.7b | 11.9x | 24.4x | 0.4x |
| Mon, 02 Jun 2025 | JP¥9.8t | JP¥21.3t | JP¥411.4b | 11.9x | 23.9x | 0.5x |
| Wed, 30 Apr 2025 | JP¥9.6t | JP¥21.2t | JP¥414.1b | 12.5x | 23.3x | 0.5x |
| Fri, 28 Mar 2025 | JP¥9.7t | JP¥21.1t | JP¥344.6b | 13x | 28.2x | 0.5x |
| Sun, 23 Feb 2025 | JP¥9.9t | JP¥21.0t | JP¥339.3b | 12.7x | 29.2x | 0.5x |
| Tue, 21 Jan 2025 | JP¥10.1t | JP¥21.0t | JP¥341.0b | 11.9x | 29.8x | 0.5x |
| Thu, 19 Dec 2024 | JP¥10.3t | JP¥22.5t | JP¥433.7b | 12x | 23.7x | 0.5x |
| Sat, 16 Nov 2024 | JP¥10.2t | JP¥22.7t | JP¥431.5b | 12.8x | 23.7x | 0.4x |
| Mon, 14 Oct 2024 | JP¥10.0t | JP¥21.0t | JP¥432.9b | 12.4x | 23.1x | 0.5x |
| Wed, 11 Sep 2024 | JP¥9.8t | JP¥22.2t | JP¥445.5b | 12.6x | 22.1x | 0.4x |
| Fri, 09 Aug 2024 | JP¥8.2t | JP¥22.1t | JP¥446.2b | 12x | 18.5x | 0.4x |
| Sun, 07 Jul 2024 | JP¥10.3t | JP¥23.4t | JP¥504.9b | 14.5x | 20.5x | 0.4x |
| Tue, 04 Jun 2024 | JP¥10.4t | JP¥23.4t | JP¥506.1b | 14.3x | 20.5x | 0.4x |
| Thu, 02 May 2024 | JP¥10.3t | JP¥21.7t | JP¥501.6b | 14.7x | 20.6x | 0.5x |
| Sat, 30 Mar 2024 | JP¥11.0t | JP¥23.3t | JP¥496.4b | 15.4x | 22.1x | 0.5x |
| Mon, 26 Feb 2024 | JP¥10.6t | JP¥23.3t | JP¥491.7b | 14.8x | 21.6x | 0.5x |
| Wed, 24 Jan 2024 | JP¥9.9t | JP¥23.2t | JP¥484.3b | 14.3x | 20.3x | 0.4x |
| Fri, 22 Dec 2023 | JP¥9.4t | JP¥23.3t | JP¥471.9b | 13.5x | 19.9x | 0.4x |
| Sun, 19 Nov 2023 | JP¥9.6t | JP¥23.2t | JP¥471.2b | 15x | 20.4x | 0.4x |
| Tue, 17 Oct 2023 | JP¥9.3t | JP¥23.1t | JP¥453.4b | 14.6x | 20.5x | 0.4x |
| Thu, 14 Sep 2023 | JP¥10.1t | JP¥23.4t | JP¥480.4b | 16.2x | 20.9x | 0.4x |
| Sat, 12 Aug 2023 | JP¥9.9t | JP¥23.3t | JP¥477.4b | 16.1x | 20.7x | 0.4x |
| Mon, 10 Jul 2023 | JP¥9.5t | JP¥22.9t | JP¥494.2b | 15.2x | 19.2x | 0.4x |
19.2x
How does Japanese Food Retail compare with similar industries?
| JP Market | -0.99% | |
| Consumer Staples | 2.43% | |
| Food and Staples Retail | 3.02% | |
| Food Retail | 3.00% | |
| Big Box Super Stores | 3.62% | |
| Drug Retail | 2.64% | |
| Food Distributors | 1.71% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.00k | 4.7% +JP¥206.9b | -12.0% | PE15.8x | |
| 3038 Kobe Bussan | JP¥2.66k | 3.9% +JP¥22.2b | -40.3% | PE17.3x | |
| 9974 Belc | JP¥6.54k | 4.0% +JP¥5.2b | -12.8% | PE10.7x | |
| 2659 SAN-ALTD | JP¥3.22k | 2.2% +JP¥4.3b | 9.9% | PE18.5x | |
| 2791 DaikokutenbussanLtd | JP¥4.34k | 7.8% +JP¥4.2b | -36.0% | PE12.4x |