Narrative Update • Jun 23

The Food Retail industry has been flat over the last week, but Valor Holdings has lost 9.9%. 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 |
|---|---|---|---|---|---|---|
| Thu, 02 Jul 2026 | JP¥8.3t | JP¥22.1t | JP¥543.8b | 11.4x | 15.2x | 0.4x |
| Sat, 30 May 2026 | JP¥8.1t | JP¥20.6t | JP¥536.0b | 11.3x | 15.1x | 0.4x |
| Mon, 27 Apr 2026 | JP¥8.3t | JP¥20.5t | JP¥532.1b | 11.8x | 15.7x | 0.4x |
| Wed, 25 Mar 2026 | JP¥8.9t | JP¥21.0t | JP¥548.7b | 12.5x | 16.3x | 0.4x |
| Fri, 20 Feb 2026 | JP¥9.8t | JP¥21.0t | JP¥554.1b | 14x | 17.7x | 0.5x |
| Sun, 18 Jan 2026 | JP¥9.4t | JP¥20.9t | JP¥536.7b | 13.4x | 17.4x | 0.4x |
| Tue, 16 Dec 2025 | JP¥9.6t | JP¥23.0t | JP¥473.5b | 12.8x | 20.2x | 0.4x |
| Thu, 13 Nov 2025 | JP¥9.0t | JP¥22.9t | JP¥477.1b | 12.4x | 19x | 0.4x |
| Sat, 11 Oct 2025 | JP¥8.8t | JP¥21.2t | JP¥471.8b | 12.4x | 18.6x | 0.4x |
| Mon, 08 Sep 2025 | JP¥9.1t | JP¥21.6t | JP¥419.7b | 13x | 21.7x | 0.4x |
| Wed, 06 Aug 2025 | JP¥9.3t | JP¥21.5t | JP¥419.2b | 12.4x | 22.2x | 0.4x |
| Fri, 04 Jul 2025 | JP¥10.0t | JP¥23.0t | JP¥408.7b | 12.1x | 24.5x | 0.4x |
| Sun, 01 Jun 2025 | JP¥9.8t | JP¥21.3t | JP¥411.4b | 11.9x | 23.9x | 0.5x |
| Tue, 29 Apr 2025 | JP¥9.6t | JP¥21.2t | JP¥414.0b | 12.5x | 23.3x | 0.5x |
| Thu, 27 Mar 2025 | JP¥9.7t | JP¥21.1t | JP¥344.6b | 13x | 28.1x | 0.5x |
| Sat, 22 Feb 2025 | JP¥9.9t | JP¥21.0t | JP¥339.3b | 12.7x | 29.2x | 0.5x |
| Mon, 20 Jan 2025 | JP¥10.2t | JP¥21.0t | JP¥341.0b | 12x | 29.9x | 0.5x |
| Wed, 18 Dec 2024 | JP¥10.3t | JP¥22.5t | JP¥433.7b | 12.1x | 23.8x | 0.5x |
| Fri, 15 Nov 2024 | JP¥10.1t | JP¥22.7t | JP¥429.4b | 12.7x | 23.5x | 0.4x |
| Sun, 13 Oct 2024 | JP¥10.0t | JP¥21.0t | JP¥432.9b | 12.4x | 23.1x | 0.5x |
| Tue, 10 Sep 2024 | JP¥9.8t | JP¥22.2t | JP¥445.5b | 12.5x | 22x | 0.4x |
| Thu, 08 Aug 2024 | JP¥8.3t | JP¥22.1t | JP¥423.1b | 11.9x | 19.6x | 0.4x |
| Sat, 06 Jul 2024 | JP¥10.3t | JP¥23.4t | JP¥504.9b | 14.5x | 20.5x | 0.4x |
| Mon, 03 Jun 2024 | JP¥10.4t | JP¥23.4t | JP¥506.1b | 14.3x | 20.5x | 0.4x |
| Wed, 01 May 2024 | JP¥10.4t | JP¥21.6t | JP¥501.8b | 14.8x | 20.6x | 0.5x |
| Fri, 29 Mar 2024 | JP¥10.9t | JP¥23.3t | JP¥496.4b | 15.2x | 22x | 0.5x |
| Sun, 25 Feb 2024 | JP¥10.6t | JP¥23.3t | JP¥491.7b | 14.8x | 21.6x | 0.5x |
| Tue, 23 Jan 2024 | JP¥9.9t | JP¥23.2t | JP¥484.1b | 14.3x | 20.5x | 0.4x |
| Thu, 21 Dec 2023 | JP¥9.4t | JP¥23.3t | JP¥471.9b | 14.2x | 19.9x | 0.4x |
| Sat, 18 Nov 2023 | JP¥9.6t | JP¥23.2t | JP¥471.1b | 15x | 20.4x | 0.4x |
| Mon, 16 Oct 2023 | JP¥9.3t | JP¥23.1t | JP¥453.4b | 14.6x | 20.5x | 0.4x |
| Wed, 13 Sep 2023 | JP¥9.9t | JP¥23.4t | JP¥480.4b | 15.8x | 20.5x | 0.4x |
| Fri, 11 Aug 2023 | JP¥9.9t | JP¥23.3t | JP¥477.2b | 16.1x | 20.7x | 0.4x |
| Sun, 09 Jul 2023 | JP¥9.5t | JP¥22.9t | JP¥493.8b | 15.2x | 19.2x | 0.4x |
19.2x
How does Japanese Food Retail compare with similar industries?
| JP Market | 0.91% | |
| Consumer Staples | 1.46% | |
| Food and Staples Retail | -0.29% | |
| Food Retail | 0.65% | |
| Food Distributors | 0.23% | |
| Drug Retail | -0.71% | |
| Big Box Super Stores | -1.74% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥1.99k | 4.3% +JP¥189.6b | -12.4% | PE15.7x | |
| 3038 Kobe Bussan | JP¥2.65k | 3.5% +JP¥20.1b | -40.6% | PE17.3x | |
| 9974 Belc | JP¥6.55k | 4.1% +JP¥5.4b | -12.7% | PE10.8x | |
| 2659 SAN-ALTD | JP¥3.22k | 2.4% +JP¥4.6b | 10.1% | PE18.5x | |
| 8278 Fuji | JP¥1.98k | 2.4% +JP¥4.1b | -0.4% | PE21x |