Narrative Update • Aug 04

Over the last 7 days, the Food Retail industry has dropped 6.5%, driven by Seven & i Holdings declining 8.1%. Meanwhile, KURADASHI.Co.Ltd actually outperformed within the industry, gaining 6.1% in the last week. Overall the industry is down 5.5% in 12 months. As for the next few years, earnings are expected to grow by 4.1% 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, 07 Aug 2026 | JP¥8.6t | JP¥20.3t | JP¥554.6b | 12.3x | 15.6x | 0.4x |
| Sun, 05 Jul 2026 | JP¥8.5t | JP¥22.1t | JP¥543.9b | 11.8x | 15.7x | 0.4x |
| Tue, 02 Jun 2026 | JP¥8.1t | JP¥20.6t | JP¥535.9b | 11.3x | 15.1x | 0.4x |
| Thu, 30 Apr 2026 | JP¥8.4t | JP¥20.5t | JP¥532.1b | 11.9x | 15.7x | 0.4x |
| Sat, 28 Mar 2026 | JP¥9.1t | JP¥21.0t | JP¥548.7b | 12.7x | 16.6x | 0.4x |
| Mon, 23 Feb 2026 | JP¥9.5t | JP¥21.0t | JP¥554.1b | 13.6x | 17.1x | 0.5x |
| Wed, 21 Jan 2026 | JP¥10.0t | JP¥20.9t | JP¥536.7b | 14.3x | 18.6x | 0.5x |
| Fri, 19 Dec 2025 | JP¥9.6t | JP¥23.0t | JP¥473.3b | 13.2x | 20.3x | 0.4x |
| Sun, 16 Nov 2025 | JP¥9.1t | JP¥23.0t | JP¥475.4b | 12.5x | 19.2x | 0.4x |
| Tue, 14 Oct 2025 | JP¥8.8t | JP¥21.3t | JP¥471.8b | 13.1x | 18.6x | 0.4x |
| Thu, 11 Sep 2025 | JP¥9.2t | JP¥21.6t | JP¥419.7b | 13.2x | 21.9x | 0.4x |
| Sat, 09 Aug 2025 | JP¥9.5t | JP¥21.6t | JP¥418.8b | 12.6x | 22.7x | 0.4x |
| Mon, 07 Jul 2025 | JP¥10.0t | JP¥23.0t | JP¥409.0b | 11.9x | 24.3x | 0.4x |
| Wed, 04 Jun 2025 | JP¥9.9t | JP¥23.0t | JP¥411.4b | 12x | 24.1x | 0.4x |
| Fri, 02 May 2025 | JP¥9.7t | JP¥21.2t | JP¥414.4b | 12.4x | 23.5x | 0.5x |
| Sun, 30 Mar 2025 | JP¥9.8t | JP¥21.1t | JP¥344.6b | 12.8x | 28.3x | 0.5x |
| Tue, 25 Feb 2025 | JP¥9.9t | JP¥21.0t | JP¥339.3b | 12.7x | 29.2x | 0.5x |
| Thu, 23 Jan 2025 | JP¥10.1t | JP¥21.0t | JP¥341.0b | 12x | 29.7x | 0.5x |
| Sat, 21 Dec 2024 | JP¥10.0t | JP¥22.5t | JP¥433.7b | 12.1x | 23.1x | 0.4x |
| Mon, 18 Nov 2024 | JP¥10.2t | JP¥22.7t | JP¥430.9b | 12.8x | 23.7x | 0.4x |
| Wed, 16 Oct 2024 | JP¥10.0t | JP¥21.0t | JP¥433.0b | 12.7x | 23.1x | 0.5x |
| Fri, 13 Sep 2024 | JP¥9.8t | JP¥22.2t | JP¥445.5b | 12.6x | 22.1x | 0.4x |
| Sun, 11 Aug 2024 | JP¥8.3t | JP¥22.1t | JP¥446.1b | 12x | 18.5x | 0.4x |
| Tue, 09 Jul 2024 | JP¥10.3t | JP¥23.4t | JP¥505.0b | 13.8x | 20.4x | 0.4x |
| Thu, 06 Jun 2024 | JP¥10.5t | JP¥23.4t | JP¥506.1b | 14.4x | 20.7x | 0.4x |
| Sat, 04 May 2024 | JP¥10.2t | JP¥21.7t | JP¥501.6b | 14.6x | 20.4x | 0.5x |
| Mon, 01 Apr 2024 | JP¥11.0t | JP¥23.3t | JP¥496.4b | 15.4x | 22.1x | 0.5x |
| Wed, 28 Feb 2024 | JP¥10.6t | JP¥23.3t | JP¥491.7b | 14.9x | 21.6x | 0.5x |
| Fri, 26 Jan 2024 | JP¥9.9t | JP¥23.2t | JP¥484.3b | 14.4x | 20.4x | 0.4x |
| Sun, 24 Dec 2023 | JP¥9.5t | JP¥23.3t | JP¥471.9b | 13.6x | 20.2x | 0.4x |
| Tue, 21 Nov 2023 | JP¥9.5t | JP¥23.3t | JP¥472.0b | 14.6x | 20.1x | 0.4x |
| Thu, 19 Oct 2023 | JP¥9.1t | JP¥23.2t | JP¥453.6b | 14.5x | 20.1x | 0.4x |
| Sat, 16 Sep 2023 | JP¥10.0t | JP¥23.4t | JP¥480.4b | 16.4x | 20.8x | 0.4x |
| Mon, 14 Aug 2023 | JP¥9.9t | JP¥23.3t | JP¥480.2b | 16.1x | 20.6x | 0.4x |
20.6x
How does Japanese Food Retail compare with similar industries?
| JP Market | 2.77% | |
| Consumer Staples | -1.56% | |
| Food and Staples Retail | -5.85% | |
| Food Retail | -6.51% | |
| Food Distributors | -2.46% | |
| Big Box Super Stores | -4.55% | |
| Drug Retail | -6.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3038 Kobe Bussan | JP¥2.84k | 3.3% +JP¥20.4b | -31.1% | PE18.5x | |
| 2659 SAN-ALTD | JP¥3.37k | 3.5% +JP¥7.0b | 10.5% | PE19x | |
| 8194 Life | JP¥2.63k | 1.8% +JP¥4.1b | 2.9% | PE12.4x | |
| 8276 HeiwadoLtd | JP¥2.70k | 1.4% +JP¥1.9b | -12.9% | PE15.9x | |
| 3182 Oisix | JP¥1.66k | 1.8% +JP¥1.0b | -8.1% | PE12.7x |