Narrative Update • Jun 23

Over the last 7 days, the Food Retail industry has remained flat, although notably H2O Retailing gained 10%. 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 |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | JP¥8.2t | JP¥22.1t | JP¥542.8b | 11.8x | 15.1x | 0.4x |
| Sat, 23 May 2026 | JP¥8.2t | JP¥20.6t | JP¥536.0b | 11.5x | 15.2x | 0.4x |
| Mon, 20 Apr 2026 | JP¥8.9t | JP¥20.5t | JP¥530.4b | 13x | 16.8x | 0.4x |
| Wed, 18 Mar 2026 | JP¥8.9t | JP¥21.0t | JP¥548.7b | 12.7x | 16.3x | 0.4x |
| Fri, 13 Feb 2026 | JP¥10.0t | JP¥20.9t | JP¥550.1b | 14.5x | 18.2x | 0.5x |
| Sun, 11 Jan 2026 | JP¥9.7t | JP¥20.9t | JP¥537.3b | 13.6x | 18x | 0.5x |
| Tue, 09 Dec 2025 | JP¥9.1t | JP¥23.0t | JP¥474.4b | 12.8x | 19.2x | 0.4x |
| Thu, 06 Nov 2025 | JP¥8.7t | JP¥22.9t | JP¥477.0b | 12.2x | 18.3x | 0.4x |
| Sat, 04 Oct 2025 | JP¥9.0t | JP¥21.6t | JP¥430.0b | 12.6x | 20.9x | 0.4x |
| Mon, 01 Sep 2025 | JP¥9.1t | JP¥21.6t | JP¥419.7b | 12.9x | 21.6x | 0.4x |
| Wed, 30 Jul 2025 | JP¥9.2t | JP¥21.5t | JP¥441.4b | 11.9x | 20.9x | 0.4x |
| Fri, 27 Jun 2025 | JP¥10.1t | JP¥23.0t | JP¥408.4b | 11.8x | 24.8x | 0.4x |
| Sun, 25 May 2025 | JP¥9.8t | JP¥21.3t | JP¥411.4b | 11.9x | 23.9x | 0.5x |
| Tue, 22 Apr 2025 | JP¥9.4t | JP¥21.2t | JP¥414.0b | 12.8x | 22.8x | 0.4x |
| Thu, 20 Mar 2025 | JP¥9.5t | JP¥21.1t | JP¥344.6b | 12.8x | 27.6x | 0.5x |
| Sat, 15 Feb 2025 | JP¥10.1t | JP¥21.0t | JP¥340.2b | 12.3x | 29.6x | 0.5x |
| Mon, 13 Jan 2025 | JP¥10.2t | JP¥20.0t | JP¥319.3b | 12.1x | 32x | 0.5x |
| Wed, 11 Dec 2024 | JP¥10.4t | JP¥22.5t | JP¥432.4b | 12.1x | 24.1x | 0.5x |
| Fri, 08 Nov 2024 | JP¥9.6t | JP¥22.6t | JP¥431.8b | 12.4x | 22.3x | 0.4x |
| Sun, 06 Oct 2024 | JP¥9.8t | JP¥22.2t | JP¥441.4b | 12.6x | 22.2x | 0.4x |
| Tue, 03 Sep 2024 | JP¥9.6t | JP¥22.2t | JP¥445.5b | 12.6x | 21.6x | 0.4x |
| Thu, 01 Aug 2024 | JP¥9.0t | JP¥22.4t | JP¥429.0b | 13.3x | 20.9x | 0.4x |
| Sat, 29 Jun 2024 | JP¥10.3t | JP¥23.4t | JP¥504.9b | 14.7x | 20.4x | 0.4x |
| Mon, 27 May 2024 | JP¥10.3t | JP¥21.7t | JP¥506.1b | 14.3x | 20.3x | 0.5x |
| Wed, 24 Apr 2024 | JP¥10.4t | JP¥21.6t | JP¥501.4b | 14.8x | 20.7x | 0.5x |
| Fri, 22 Mar 2024 | JP¥10.9t | JP¥23.3t | JP¥496.4b | 15.3x | 22x | 0.5x |
| Sun, 18 Feb 2024 | JP¥10.4t | JP¥23.3t | JP¥491.4b | 14.9x | 21.1x | 0.4x |
| Tue, 16 Jan 2024 | JP¥9.9t | JP¥23.1t | JP¥479.4b | 14.7x | 20.7x | 0.4x |
| Thu, 14 Dec 2023 | JP¥9.7t | JP¥23.3t | JP¥471.4b | 14.8x | 20.5x | 0.4x |
| Sat, 11 Nov 2023 | JP¥9.5t | JP¥23.2t | JP¥467.3b | 15.1x | 20.4x | 0.4x |
| Mon, 09 Oct 2023 | JP¥9.6t | JP¥23.4t | JP¥484.2b | 15.1x | 19.9x | 0.4x |
| Wed, 06 Sep 2023 | JP¥9.9t | JP¥23.4t | JP¥480.4b | 15.9x | 20.5x | 0.4x |
| Fri, 04 Aug 2023 | JP¥9.5t | JP¥23.3t | JP¥476.6b | 15.8x | 19.9x | 0.4x |
| Sun, 02 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¥2.86k | 12.6% +JP¥36.4b | 51.9% | PE10.9x | |
| 9956 Valor Holdings | JP¥3.76k | 5.3% +JP¥10.0b | 51.0% | PE12x | |
| 8194 Life | JP¥2.58k | 2.6% +JP¥5.7b | 18.9% | PE11.9x | |
| 9948 ARCS | JP¥3.35k | 3.2% +JP¥5.6b | 13.8% | PE14.3x | |
| 8276 HeiwadoLtd | JP¥2.56k | 2.9% +JP¥3.5b | -9.8% | PE13.5x |