Narrative Update • Jun 23

Over the last 7 days, the Food Retail industry has remained flat, although notably H2O Retailing gained 13%. Unfortunately though, the industry is down 13% over the past 12 months. Earnings are forecast to grow by 5.4% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | JP¥8.2t | JP¥22.1t | JP¥542.8b | 11.8x | 15.1x | 0.4x |
| Sun, 24 May 2026 | JP¥8.2t | JP¥20.6t | JP¥536.0b | 11.5x | 15.2x | 0.4x |
| Tue, 21 Apr 2026 | JP¥8.8t | JP¥20.5t | JP¥530.4b | 13x | 16.6x | 0.4x |
| Thu, 19 Mar 2026 | JP¥9.1t | JP¥21.0t | JP¥548.7b | 12.9x | 16.6x | 0.4x |
| Sat, 14 Feb 2026 | JP¥10.0t | JP¥20.9t | JP¥550.1b | 14.4x | 18.2x | 0.5x |
| Mon, 12 Jan 2026 | JP¥9.6t | JP¥20.9t | JP¥537.3b | 13.6x | 17.9x | 0.5x |
| Wed, 10 Dec 2025 | JP¥9.1t | JP¥23.0t | JP¥474.4b | 12.7x | 19.3x | 0.4x |
| Fri, 07 Nov 2025 | JP¥8.8t | JP¥22.9t | JP¥477.1b | 12.1x | 18.4x | 0.4x |
| Sun, 05 Oct 2025 | JP¥9.0t | JP¥21.6t | JP¥430.0b | 12.6x | 20.9x | 0.4x |
| Tue, 02 Sep 2025 | JP¥9.1t | JP¥21.6t | JP¥419.7b | 13.2x | 21.7x | 0.4x |
| Thu, 31 Jul 2025 | JP¥9.3t | JP¥21.5t | JP¥441.6b | 11.9x | 21x | 0.4x |
| Sat, 28 Jun 2025 | JP¥10.2t | JP¥23.0t | JP¥408.6b | 11.8x | 24.9x | 0.4x |
| Mon, 26 May 2025 | JP¥9.8t | JP¥21.3t | JP¥411.4b | 11.9x | 23.9x | 0.5x |
| Wed, 23 Apr 2025 | JP¥9.6t | JP¥21.2t | JP¥414.0b | 12.8x | 23.1x | 0.4x |
| Fri, 21 Mar 2025 | JP¥9.5t | JP¥21.1t | JP¥344.6b | 12.8x | 27.6x | 0.5x |
| Sun, 16 Feb 2025 | JP¥10.1t | JP¥21.0t | JP¥339.5b | 12.5x | 29.7x | 0.5x |
| Tue, 14 Jan 2025 | JP¥10.2t | JP¥20.0t | JP¥319.3b | 12.1x | 32x | 0.5x |
| Thu, 12 Dec 2024 | JP¥10.4t | JP¥22.5t | JP¥432.4b | 12.3x | 24.1x | 0.5x |
| Sat, 09 Nov 2024 | JP¥9.6t | JP¥22.7t | JP¥429.3b | 12.3x | 22.3x | 0.4x |
| Mon, 07 Oct 2024 | JP¥9.8t | JP¥22.2t | JP¥441.4b | 12.6x | 22.2x | 0.4x |
| Wed, 04 Sep 2024 | JP¥9.8t | JP¥22.2t | JP¥445.5b | 12.8x | 22x | 0.4x |
| Fri, 02 Aug 2024 | JP¥8.8t | JP¥22.1t | JP¥423.3b | 12.9x | 20.7x | 0.4x |
| Sun, 30 Jun 2024 | JP¥10.2t | JP¥23.4t | JP¥504.9b | 14.7x | 20.3x | 0.4x |
| Tue, 28 May 2024 | JP¥10.3t | JP¥21.7t | JP¥506.1b | 14.2x | 20.4x | 0.5x |
| Thu, 25 Apr 2024 | JP¥10.4t | JP¥21.6t | JP¥501.4b | 14.8x | 20.7x | 0.5x |
| Sat, 23 Mar 2024 | JP¥10.9t | JP¥23.3t | JP¥496.4b | 15.4x | 22x | 0.5x |
| Mon, 19 Feb 2024 | JP¥10.4t | JP¥23.3t | JP¥491.4b | 14.9x | 21.1x | 0.4x |
| Wed, 17 Jan 2024 | JP¥9.8t | JP¥23.1t | JP¥479.4b | 14.4x | 20.5x | 0.4x |
| Fri, 15 Dec 2023 | JP¥9.7t | JP¥23.3t | JP¥471.4b | 14.6x | 20.5x | 0.4x |
| Sun, 12 Nov 2023 | JP¥9.5t | JP¥23.2t | JP¥469.5b | 14.9x | 20.3x | 0.4x |
| Tue, 10 Oct 2023 | JP¥9.6t | JP¥23.4t | JP¥484.2b | 15.1x | 19.9x | 0.4x |
| Thu, 07 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.8x | 20.5x | 0.4x |
| Sat, 05 Aug 2023 | JP¥9.6t | JP¥23.3t | JP¥476.6b | 15.9x | 20.1x | 0.4x |
| Mon, 03 Jul 2023 | JP¥9.7t | JP¥22.9t | JP¥493.5b | 15.3x | 19.7x | 0.4x |
19.7x
How does Japanese Food Retail compare with similar industries?
| JP Market | -1.29% | |
| Consumer Staples | 0.35% | |
| Food and Staples Retail | -0.65% | |
| Food Retail | -0.41% | |
| Food Distributors | 1.59% | |
| Drug Retail | 0.39% | |
| Big Box Super Stores | -2.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 8242 H2O Retailing | JP¥2.87k | 12.8% +JP¥37.1b | 52.2% | PE10.9x | |
| 9956 Valor Holdings | JP¥3.78k | 5.7% +JP¥10.8b | 51.6% | PE12.1x | |
| 9948 ARCS | JP¥3.34k | 2.9% +JP¥5.1b | 13.4% | PE14.3x | |
| 8194 Life | JP¥2.57k | 2.1% +JP¥4.7b | 18.4% | PE11.8x | |
| 8276 HeiwadoLtd | JP¥2.56k | 2.8% +JP¥3.5b | -9.8% | PE13.5x |