Narrative Update • Jul 21

Over the last 7 days, the Food Retail industry has risen 2.1%, driven by gains from Seven & i Holdings of 6.0%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 4.3% per annum.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | JP¥8.7t | JP¥20.3t | JP¥547.9b | 12.2x | 15.8x | 0.4x |
| Fri, 19 Jun 2026 | JP¥8.3t | JP¥22.1t | JP¥542.8b | 11.6x | 15.2x | 0.4x |
| Sun, 17 May 2026 | JP¥8.2t | JP¥20.5t | JP¥534.9b | 12.1x | 15.4x | 0.4x |
| Tue, 14 Apr 2026 | JP¥8.8t | JP¥20.5t | JP¥533.8b | 12.5x | 16.5x | 0.4x |
| Thu, 12 Mar 2026 | JP¥9.0t | JP¥21.0t | JP¥553.6b | 12.9x | 16.2x | 0.4x |
| Sat, 07 Feb 2026 | JP¥9.8t | JP¥20.9t | JP¥548.9b | 13.2x | 17.8x | 0.5x |
| Mon, 05 Jan 2026 | JP¥9.6t | JP¥23.0t | JP¥472.7b | 13.2x | 20.4x | 0.4x |
| Wed, 03 Dec 2025 | JP¥9.4t | JP¥23.0t | JP¥474.4b | 12.7x | 19.8x | 0.4x |
| Fri, 31 Oct 2025 | JP¥8.8t | JP¥22.9t | JP¥474.7b | 12.4x | 18.6x | 0.4x |
| Sun, 28 Sep 2025 | JP¥9.4t | JP¥21.6t | JP¥429.7b | 13.3x | 21.9x | 0.4x |
| Tue, 26 Aug 2025 | JP¥9.4t | JP¥21.6t | JP¥419.9b | 12.9x | 22.3x | 0.4x |
| Thu, 24 Jul 2025 | JP¥9.2t | JP¥21.5t | JP¥441.4b | 11.9x | 20.9x | 0.4x |
| Sat, 21 Jun 2025 | JP¥10.0t | JP¥23.0t | JP¥408.4b | 12.2x | 24.5x | 0.4x |
| Mon, 19 May 2025 | JP¥10.0t | JP¥21.3t | JP¥412.2b | 11.9x | 24.3x | 0.5x |
| Wed, 16 Apr 2025 | JP¥9.2t | JP¥21.3t | JP¥414.0b | 12.6x | 22.2x | 0.4x |
| Fri, 14 Mar 2025 | JP¥9.6t | JP¥21.0t | JP¥339.3b | 12.6x | 28.4x | 0.5x |
| Sun, 09 Feb 2025 | JP¥10.0t | JP¥21.0t | JP¥339.6b | 12.3x | 29.5x | 0.5x |
| Tue, 07 Jan 2025 | JP¥10.1t | JP¥22.5t | JP¥434.1b | 12.3x | 23.3x | 0.4x |
| Thu, 05 Dec 2024 | JP¥10.7t | JP¥22.5t | JP¥432.4b | 12.2x | 24.7x | 0.5x |
| Sat, 02 Nov 2024 | JP¥9.4t | JP¥22.6t | JP¥431.9b | 12.5x | 21.8x | 0.4x |
| Mon, 30 Sep 2024 | JP¥9.9t | JP¥22.2t | JP¥441.7b | 12.9x | 22.4x | 0.4x |
| Wed, 28 Aug 2024 | JP¥9.6t | JP¥22.2t | JP¥445.5b | 12.6x | 21.6x | 0.4x |
| Fri, 26 Jul 2024 | JP¥8.8t | JP¥23.5t | JP¥481.6b | 13.4x | 18.2x | 0.4x |
| Sun, 23 Jun 2024 | JP¥10.1t | JP¥23.4t | JP¥505.4b | 14.1x | 20x | 0.4x |
| Tue, 21 May 2024 | JP¥10.3t | JP¥21.7t | JP¥505.7b | 13.9x | 20.4x | 0.5x |
| Thu, 18 Apr 2024 | JP¥10.3t | JP¥21.6t | JP¥500.8b | 14.7x | 20.5x | 0.5x |
| Sat, 16 Mar 2024 | JP¥10.8t | JP¥23.3t | JP¥492.1b | 15.2x | 22x | 0.5x |
| Mon, 12 Feb 2024 | JP¥10.4t | JP¥23.3t | JP¥488.9b | 14.9x | 21.3x | 0.4x |
| Wed, 10 Jan 2024 | JP¥9.7t | JP¥23.3t | JP¥472.7b | 14.2x | 20.6x | 0.4x |
| Fri, 08 Dec 2023 | JP¥9.7t | JP¥23.3t | JP¥471.4b | 14.3x | 20.6x | 0.4x |
| Sun, 05 Nov 2023 | JP¥9.4t | JP¥23.2t | JP¥466.8b | 15.2x | 20.1x | 0.4x |
| Tue, 03 Oct 2023 | JP¥9.5t | JP¥23.4t | JP¥483.1b | 15.5x | 19.7x | 0.4x |
| Thu, 31 Aug 2023 | JP¥9.7t | JP¥23.4t | JP¥480.4b | 15.4x | 20.2x | 0.4x |
| Sat, 29 Jul 2023 | JP¥9.5t | JP¥23.1t | JP¥467.5b | 16.8x | 20.4x | 0.4x |
20.4x
How does Japanese Food Retail compare with similar industries?
| JP Market | -0.85% | |
| Consumer Staples | 0.70% | |
| Food and Staples Retail | 0.30% | |
| Food Retail | 2.07% | |
| Food Distributors | 1.19% | |
| Drug Retail | -0.29% | |
| Big Box Super Stores | -2.55% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.08k | 6.0% +JP¥272.8b | 5.7% | PE15.8x | |
| 3539 JM HoldingsLtd | JP¥1.33k | 4.3% +JP¥2.8b | -2.6% | PE11.3x | |
| 8167 Retail Partners | JP¥1.36k | 4.1% +JP¥2.3b | -5.3% | PE12.1x | |
| 8198 Maxvalu TokaiLtd | JP¥3.24k | 1.9% +JP¥1.9b | 2.9% | PE10.5x | |
| 8278 Fuji | JP¥1.99k | 1.1% +JP¥1.9b | -1.0% | PE24.3x |