Narrative Update • May 25

Over the last 7 days, the Food Retail industry has dropped 5.3%, driven by Seven & i Holdings declining 5.5%. However, the industry is down 13% over the past year. As for the next few years, earnings are expected to grow by 6.1% 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, 29 May 2026 | JP¥8.0t | JP¥20.6t | JP¥536.0b | 11.2x | 14.9x | 0.4x |
| Sun, 26 Apr 2026 | JP¥8.3t | JP¥20.5t | JP¥532.1b | 11.8x | 15.7x | 0.4x |
| Tue, 24 Mar 2026 | JP¥8.8t | JP¥21.0t | JP¥548.7b | 12.3x | 16.1x | 0.4x |
| Thu, 19 Feb 2026 | JP¥9.8t | JP¥21.0t | JP¥554.1b | 13.8x | 17.8x | 0.5x |
| Sat, 17 Jan 2026 | JP¥9.4t | JP¥20.9t | JP¥536.7b | 13.4x | 17.4x | 0.4x |
| Mon, 15 Dec 2025 | JP¥9.3t | JP¥23.0t | JP¥473.5b | 12.6x | 19.7x | 0.4x |
| Wed, 12 Nov 2025 | JP¥9.0t | JP¥22.9t | JP¥477.1b | 12.4x | 18.9x | 0.4x |
| Fri, 10 Oct 2025 | JP¥8.9t | JP¥21.6t | JP¥429.9b | 13.1x | 20.8x | 0.4x |
| Sun, 07 Sep 2025 | JP¥9.1t | JP¥21.6t | JP¥419.7b | 13x | 21.7x | 0.4x |
| Tue, 05 Aug 2025 | JP¥9.3t | JP¥21.5t | JP¥419.2b | 12.4x | 22.1x | 0.4x |
| Thu, 03 Jul 2025 | JP¥10.1t | JP¥23.0t | JP¥408.7b | 11.8x | 24.8x | 0.4x |
| Sat, 31 May 2025 | JP¥9.8t | JP¥21.3t | JP¥411.4b | 11.9x | 23.9x | 0.5x |
| Mon, 28 Apr 2025 | JP¥9.5t | JP¥21.2t | JP¥414.0b | 12.3x | 23x | 0.4x |
| Wed, 26 Mar 2025 | JP¥9.7t | JP¥21.1t | JP¥344.6b | 13x | 28.1x | 0.5x |
| Fri, 21 Feb 2025 | JP¥9.9t | JP¥21.0t | JP¥339.3b | 12.8x | 29.3x | 0.5x |
| Sun, 19 Jan 2025 | JP¥10.2t | JP¥21.0t | JP¥341.0b | 12x | 29.9x | 0.5x |
| Tue, 17 Dec 2024 | JP¥10.3t | JP¥22.5t | JP¥433.7b | 12x | 23.8x | 0.5x |
| Thu, 14 Nov 2024 | JP¥10.3t | JP¥22.7t | JP¥429.4b | 12.8x | 24x | 0.5x |
| Sat, 12 Oct 2024 | JP¥10.0t | JP¥21.0t | JP¥433.2b | 12.4x | 23.1x | 0.5x |
| Mon, 09 Sep 2024 | JP¥9.6t | JP¥22.2t | JP¥445.5b | 12.6x | 21.6x | 0.4x |
| Wed, 07 Aug 2024 | JP¥8.3t | JP¥22.1t | JP¥423.1b | 11.8x | 19.6x | 0.4x |
| Fri, 05 Jul 2024 | JP¥10.4t | JP¥23.4t | JP¥504.9b | 14.6x | 20.6x | 0.4x |
| Sun, 02 Jun 2024 | JP¥10.4t | JP¥23.4t | JP¥506.1b | 14.3x | 20.5x | 0.4x |
| Tue, 30 Apr 2024 | JP¥10.3t | JP¥21.6t | JP¥501.8b | 14.7x | 20.6x | 0.5x |
| Thu, 28 Mar 2024 | JP¥10.9t | JP¥23.3t | JP¥496.4b | 15.6x | 22x | 0.5x |
| Sat, 24 Feb 2024 | JP¥10.6t | JP¥23.3t | JP¥491.7b | 14.8x | 21.6x | 0.5x |
| Mon, 22 Jan 2024 | JP¥9.8t | JP¥23.2t | JP¥484.1b | 14.3x | 20.2x | 0.4x |
| Wed, 20 Dec 2023 | JP¥9.3t | JP¥23.3t | JP¥471.9b | 14.3x | 19.8x | 0.4x |
| Fri, 17 Nov 2023 | JP¥9.7t | JP¥23.2t | JP¥471.1b | 14.7x | 20.6x | 0.4x |
| Sun, 15 Oct 2023 | JP¥9.3t | JP¥23.2t | JP¥452.9b | 14.6x | 20.5x | 0.4x |
| Tue, 12 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.7x | 20.4x | 0.4x |
| Thu, 10 Aug 2023 | JP¥9.8t | JP¥23.3t | JP¥477.2b | 15.9x | 20.6x | 0.4x |
| Sat, 08 Jul 2023 | JP¥9.5t | JP¥22.9t | JP¥494.1b | 15.2x | 19.2x | 0.4x |
| Mon, 05 Jun 2023 | JP¥9.5t | JP¥22.8t | JP¥491.2b | 14.9x | 19.3x | 0.4x |
19.3x
How does Japanese Food Retail compare with similar industries?
| JP Market | 1.50% | |
| Consumer Staples | -1.61% | |
| Food and Staples Retail | -3.96% | |
| Food Retail | -3.18% | |
| Food Distributors | -0.44% | |
| Drug Retail | -3.48% | |
| Big Box Super Stores | -6.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥1.87k | 0.7% +JP¥30.1b | -13.9% | PE14.8x | |
| 8255 Axial Retailing | JP¥1.05k | 3.4% +JP¥3.0b | -8.4% | PE10.5x | |
| 3038 Kobe Bussan | JP¥2.73k | 0.4% +JP¥2.3b | -40.0% | PE22.3x | |
| 3182 Oisix ra daichi | JP¥1.49k | 3.2% +JP¥1.6b | -5.3% | PE11.4x | |
| 2742 HalowsLtd | JP¥3.84k | 1.9% +JP¥1.5b | -18.7% | PE9.1x |