Narrative Update • Jul 21

The Food Retail industry is up 3.4% in the last week, with Seven & i Holdings up 3.6%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 4.3% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 24 Jul 2026 | JP¥8.7t | JP¥20.3t | JP¥547.9b | 12.1x | 15.9x | 0.4x |
| Sun, 21 Jun 2026 | JP¥8.2t | JP¥22.1t | JP¥542.8b | 11.6x | 15.2x | 0.4x |
| Tue, 19 May 2026 | JP¥8.2t | JP¥20.5t | JP¥536.0b | 11.7x | 15.3x | 0.4x |
| Thu, 16 Apr 2026 | JP¥8.8t | JP¥20.5t | JP¥530.5b | 12.7x | 16.6x | 0.4x |
| Sat, 14 Mar 2026 | JP¥8.9t | JP¥21.0t | JP¥553.6b | 12.7x | 16.1x | 0.4x |
| Mon, 09 Feb 2026 | JP¥9.8t | JP¥20.9t | JP¥548.9b | 13.2x | 17.8x | 0.5x |
| Wed, 07 Jan 2026 | JP¥9.6t | JP¥23.0t | JP¥472.7b | 13.3x | 20.4x | 0.4x |
| Fri, 05 Dec 2025 | JP¥9.3t | JP¥23.0t | JP¥474.4b | 12.7x | 19.7x | 0.4x |
| Sun, 02 Nov 2025 | JP¥8.8t | JP¥22.9t | JP¥477.0b | 12.4x | 18.5x | 0.4x |
| Tue, 30 Sep 2025 | JP¥9.3t | JP¥21.6t | JP¥429.7b | 13.1x | 21.6x | 0.4x |
| Thu, 28 Aug 2025 | JP¥9.2t | JP¥21.6t | JP¥419.9b | 12.8x | 22x | 0.4x |
| Sat, 26 Jul 2025 | JP¥9.3t | JP¥21.5t | JP¥441.4b | 11.9x | 21.1x | 0.4x |
| Mon, 23 Jun 2025 | JP¥10.0t | JP¥23.0t | JP¥408.4b | 12.2x | 24.5x | 0.4x |
| Wed, 21 May 2025 | JP¥9.9t | JP¥21.3t | JP¥411.2b | 12x | 24.1x | 0.5x |
| Fri, 18 Apr 2025 | JP¥9.2t | JP¥21.2t | JP¥414.0b | 12.5x | 22.1x | 0.4x |
| Sun, 16 Mar 2025 | JP¥9.5t | JP¥21.1t | JP¥344.6b | 12.6x | 27.7x | 0.5x |
| Tue, 11 Feb 2025 | JP¥10.1t | JP¥21.0t | JP¥339.6b | 12.4x | 29.6x | 0.5x |
| Thu, 09 Jan 2025 | JP¥9.9t | JP¥22.5t | JP¥434.1b | 12.3x | 22.9x | 0.4x |
| Sat, 07 Dec 2024 | JP¥10.5t | JP¥22.5t | JP¥432.4b | 12.2x | 24.3x | 0.5x |
| Mon, 04 Nov 2024 | JP¥9.4t | JP¥22.6t | JP¥431.8b | 12.3x | 21.9x | 0.4x |
| Wed, 02 Oct 2024 | JP¥9.7t | JP¥22.2t | JP¥441.7b | 12.7x | 22x | 0.4x |
| Fri, 30 Aug 2024 | JP¥9.6t | JP¥22.2t | JP¥445.5b | 12.5x | 21.5x | 0.4x |
| Sun, 28 Jul 2024 | JP¥8.7t | JP¥22.4t | JP¥428.6b | 13.2x | 20.2x | 0.4x |
| Tue, 25 Jun 2024 | JP¥10.1t | JP¥23.4t | JP¥505.4b | 14x | 20.1x | 0.4x |
| Thu, 23 May 2024 | JP¥10.3t | JP¥21.7t | JP¥506.1b | 14.1x | 20.3x | 0.5x |
| Sat, 20 Apr 2024 | JP¥10.2t | JP¥21.6t | JP¥500.8b | 14.8x | 20.4x | 0.5x |
| Mon, 18 Mar 2024 | JP¥10.8t | JP¥23.3t | JP¥496.4b | 15.2x | 21.8x | 0.5x |
| Wed, 14 Feb 2024 | JP¥10.5t | JP¥23.3t | JP¥488.9b | 15x | 21.4x | 0.4x |
| Fri, 12 Jan 2024 | JP¥9.7t | JP¥23.3t | JP¥472.9b | 14.3x | 20.5x | 0.4x |
| Sun, 10 Dec 2023 | JP¥9.7t | JP¥23.3t | JP¥471.4b | 14.3x | 20.5x | 0.4x |
| Tue, 07 Nov 2023 | JP¥9.5t | JP¥23.2t | JP¥466.8b | 15x | 20.3x | 0.4x |
| Thu, 05 Oct 2023 | JP¥9.5t | JP¥23.4t | JP¥483.2b | 14.9x | 19.7x | 0.4x |
| Sat, 02 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.6x | 20.4x | 0.4x |
| Mon, 31 Jul 2023 | JP¥9.5t | JP¥23.1t | JP¥467.4b | 16.8x | 20.4x | 0.4x |
20.4x
How does Japanese Food Retail compare with similar industries?
| JP Market | -1.62% | |
| Consumer Staples | 0.97% | |
| Food and Staples Retail | 1.59% | |
| Food Retail | 3.42% | |
| Drug Retail | 0.46% | |
| Food Distributors | -0.077% | |
| Big Box Super Stores | -0.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.08k | 3.6% +JP¥168.8b | 2.9% | PE15.8x | |
| 3539 JM HoldingsLtd | JP¥1.33k | 2.7% +JP¥1.8b | -4.2% | PE11.2x | |
| 8198 Maxvalu TokaiLtd | JP¥3.24k | 1.4% +JP¥1.4b | 2.1% | PE10.4x | |
| 9959 Aseed HoldingsLtd | JP¥1.02k | 9.0% +JP¥1.0b | 52.0% | PE13.8x | |
| 7508 G-7 Holdings | JP¥1.42k | 0.8% +JP¥481.3m | 6.7% | PE13x |