Narrative Update • Jun 23

Over the last 7 days, the Food Retail industry has risen 3.8%, driven by gains from Seven & i Holdings of 6.3%. In the same time, Valor Holdings was down 10%. In contrast, the industry has lost 9.3% in the last 12 months. Looking forward, earnings are forecast to grow by 5.6% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | JP¥8.5t | JP¥22.1t | JP¥543.9b | 11.8x | 15.7x | 0.4x |
| Wed, 03 Jun 2026 | JP¥8.0t | JP¥22.1t | JP¥535.9b | 11.3x | 15x | 0.4x |
| Fri, 01 May 2026 | JP¥8.2t | JP¥20.5t | JP¥532.1b | 11.9x | 15.4x | 0.4x |
| Sun, 29 Mar 2026 | JP¥9.1t | JP¥21.0t | JP¥548.7b | 12.7x | 16.6x | 0.4x |
| Tue, 24 Feb 2026 | JP¥9.5t | JP¥21.0t | JP¥554.1b | 13.6x | 17.1x | 0.5x |
| Thu, 22 Jan 2026 | JP¥9.7t | JP¥20.9t | JP¥536.7b | 14.3x | 18x | 0.5x |
| Sat, 20 Dec 2025 | JP¥9.6t | JP¥23.0t | JP¥473.3b | 13.1x | 20.2x | 0.4x |
| Mon, 17 Nov 2025 | JP¥9.1t | JP¥23.0t | JP¥476.4b | 12.5x | 19.1x | 0.4x |
| Wed, 15 Oct 2025 | JP¥8.9t | JP¥21.3t | JP¥471.8b | 12.5x | 18.9x | 0.4x |
| Fri, 12 Sep 2025 | JP¥9.2t | JP¥21.6t | JP¥419.7b | 13.2x | 22x | 0.4x |
| Sun, 10 Aug 2025 | JP¥9.5t | JP¥21.6t | JP¥419.7b | 12.6x | 22.7x | 0.4x |
| Tue, 08 Jul 2025 | JP¥10.0t | JP¥23.0t | JP¥409.0b | 11.8x | 24.5x | 0.4x |
| Thu, 05 Jun 2025 | JP¥9.9t | JP¥23.0t | JP¥411.4b | 12x | 24.2x | 0.4x |
| Sat, 03 May 2025 | JP¥9.9t | JP¥21.2t | JP¥414.4b | 12.5x | 23.9x | 0.5x |
| Mon, 31 Mar 2025 | JP¥9.8t | JP¥21.1t | JP¥344.6b | 12.8x | 28.3x | 0.5x |
| Wed, 26 Feb 2025 | JP¥10.0t | JP¥21.0t | JP¥339.3b | 12.8x | 29.5x | 0.5x |
| Fri, 24 Jan 2025 | JP¥10.1t | JP¥21.0t | JP¥341.0b | 12x | 29.5x | 0.5x |
| Sun, 22 Dec 2024 | JP¥10.0t | JP¥22.5t | JP¥433.7b | 12.1x | 23.1x | 0.4x |
| Tue, 19 Nov 2024 | JP¥10.2t | JP¥22.7t | JP¥430.9b | 12.8x | 23.7x | 0.4x |
| Thu, 17 Oct 2024 | JP¥9.8t | JP¥21.0t | JP¥433.2b | 12.4x | 22.6x | 0.5x |
| Sat, 14 Sep 2024 | JP¥9.7t | JP¥22.2t | JP¥445.5b | 12.5x | 21.9x | 0.4x |
| Mon, 12 Aug 2024 | JP¥8.3t | JP¥22.1t | JP¥446.1b | 12x | 18.5x | 0.4x |
| Wed, 10 Jul 2024 | JP¥10.3t | JP¥23.4t | JP¥505.0b | 14x | 20.3x | 0.4x |
| Fri, 07 Jun 2024 | JP¥10.4t | JP¥23.4t | JP¥506.1b | 14.2x | 20.6x | 0.4x |
| Sun, 05 May 2024 | JP¥10.2t | JP¥21.7t | JP¥501.6b | 14.6x | 20.4x | 0.5x |
| Tue, 02 Apr 2024 | JP¥10.8t | JP¥23.3t | JP¥496.4b | 15x | 21.7x | 0.5x |
| Thu, 29 Feb 2024 | JP¥10.6t | JP¥23.3t | JP¥491.7b | 14.6x | 21.5x | 0.5x |
| Sat, 27 Jan 2024 | JP¥9.9t | JP¥23.2t | JP¥484.3b | 14.4x | 20.4x | 0.4x |
| Mon, 25 Dec 2023 | JP¥9.5t | JP¥23.3t | JP¥471.9b | 13.6x | 20.2x | 0.4x |
| Wed, 22 Nov 2023 | JP¥9.5t | JP¥23.3t | JP¥472.4b | 14x | 20.2x | 0.4x |
| Fri, 20 Oct 2023 | JP¥9.2t | JP¥23.2t | JP¥463.6b | 14.5x | 19.9x | 0.4x |
| Sun, 17 Sep 2023 | JP¥9.9t | JP¥23.4t | JP¥482.0b | 16.1x | 20.6x | 0.4x |
| Tue, 15 Aug 2023 | JP¥10.0t | JP¥23.3t | JP¥480.2b | 16.1x | 20.8x | 0.4x |
| Thu, 13 Jul 2023 | JP¥9.8t | JP¥22.9t | JP¥494.2b | 16x | 19.8x | 0.4x |
19.8x
How does Japanese Food Retail compare with similar industries?
| JP Market | 2.11% | |
| Consumer Staples | 2.19% | |
| Food and Staples Retail | 4.31% | |
| Food Retail | 3.76% | |
| Big Box Super Stores | 7.21% | |
| Drug Retail | 2.74% | |
| Food Distributors | 1.73% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.08k | 6.5% +JP¥294.7b | -7.3% | PE16.4x | |
| 9948 ARCS | JP¥3.53k | 2.8% +JP¥5.1b | 16.1% | PE15x | |
| 9267 Genky DrugStores | JP¥3.55k | 4.6% +JP¥4.7b | -13.1% | PE13.9x | |
| 2791 DaikokutenbussanLtd | JP¥4.55k | 7.9% +JP¥4.5b | -33.6% | PE13x | |
| 9974 Belc | JP¥6.66k | 2.3% +JP¥3.1b | -10.7% | PE10.9x |