Narrative Update • Aug 04

In the last week, the Food Retail industry is up 2.2%, with Seven & i Holdings up 3.6%. In contrast, the industry has lost 3.6% in the last 12 months. Earnings are forecast to grow by 3.8% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | JP¥8.8t | JP¥20.3t | JP¥557.1b | 12.7x | 15.7x | 0.4x |
| Sat, 11 Jul 2026 | JP¥8.5t | JP¥22.2t | JP¥542.0b | 11.7x | 15.7x | 0.4x |
| Mon, 08 Jun 2026 | JP¥8.1t | JP¥22.1t | JP¥535.9b | 11.7x | 15x | 0.4x |
| Wed, 06 May 2026 | JP¥8.3t | JP¥20.5t | JP¥532.1b | 11.9x | 15.6x | 0.4x |
| Fri, 03 Apr 2026 | JP¥9.3t | JP¥21.0t | JP¥548.7b | 12.9x | 16.9x | 0.4x |
| Sun, 01 Mar 2026 | JP¥9.5t | JP¥21.0t | JP¥554.1b | 14x | 17.2x | 0.5x |
| Tue, 27 Jan 2026 | JP¥9.5t | JP¥20.9t | JP¥536.7b | 14.2x | 17.8x | 0.5x |
| Thu, 25 Dec 2025 | JP¥9.6t | JP¥23.0t | JP¥473.3b | 13.1x | 20.3x | 0.4x |
| Sat, 22 Nov 2025 | JP¥9.4t | JP¥23.0t | JP¥477.1b | 12.8x | 19.7x | 0.4x |
| Mon, 20 Oct 2025 | JP¥9.0t | JP¥22.9t | JP¥473.2b | 12.7x | 19x | 0.4x |
| Wed, 17 Sep 2025 | JP¥9.3t | JP¥21.6t | JP¥429.8b | 13.3x | 21.6x | 0.4x |
| Fri, 15 Aug 2025 | JP¥9.4t | JP¥21.6t | JP¥419.7b | 12.7x | 22.4x | 0.4x |
| Sun, 13 Jul 2025 | JP¥9.9t | JP¥23.0t | JP¥410.7b | 11.9x | 24.2x | 0.4x |
| Tue, 10 Jun 2025 | JP¥9.7t | JP¥23.0t | JP¥411.4b | 11.8x | 23.6x | 0.4x |
| Thu, 08 May 2025 | JP¥9.8t | JP¥21.2t | JP¥414.4b | 12.5x | 23.7x | 0.5x |
| Sat, 05 Apr 2025 | JP¥9.1t | JP¥21.1t | JP¥344.3b | 11.9x | 26.5x | 0.4x |
| Mon, 03 Mar 2025 | JP¥9.3t | JP¥21.0t | JP¥339.3b | 12.6x | 27.5x | 0.4x |
| Wed, 29 Jan 2025 | JP¥10.2t | JP¥21.0t | JP¥340.9b | 12.3x | 29.9x | 0.5x |
| Fri, 27 Dec 2024 | JP¥10.1t | JP¥22.5t | JP¥433.7b | 12.2x | 23.4x | 0.5x |
| Sun, 24 Nov 2024 | JP¥10.5t | JP¥22.7t | JP¥430.9b | 12.6x | 24.3x | 0.5x |
| Tue, 22 Oct 2024 | JP¥9.8t | JP¥22.6t | JP¥431.7b | 12.2x | 22.7x | 0.4x |
| Thu, 19 Sep 2024 | JP¥9.8t | JP¥21.3t | JP¥421.7b | 13.6x | 23.2x | 0.5x |
| Sat, 17 Aug 2024 | JP¥8.5t | JP¥22.1t | JP¥446.3b | 12x | 19.1x | 0.4x |
| Mon, 15 Jul 2024 | JP¥9.9t | JP¥23.4t | JP¥502.1b | 13.8x | 19.7x | 0.4x |
| Wed, 12 Jun 2024 | JP¥10.4t | JP¥23.4t | JP¥506.1b | 14.5x | 20.6x | 0.4x |
| Fri, 10 May 2024 | JP¥10.2t | JP¥21.7t | JP¥502.0b | 14.7x | 20.4x | 0.5x |
| Sun, 07 Apr 2024 | JP¥10.7t | JP¥23.3t | JP¥495.3b | 15.2x | 21.7x | 0.5x |
| Tue, 05 Mar 2024 | JP¥10.7t | JP¥23.3t | JP¥491.7b | 14.1x | 21.8x | 0.5x |
| Thu, 01 Feb 2024 | JP¥10.0t | JP¥23.2t | JP¥484.7b | 14.5x | 20.6x | 0.4x |
| Sat, 30 Dec 2023 | JP¥9.6t | JP¥23.3t | JP¥471.8b | 14.3x | 20.3x | 0.4x |
| Mon, 27 Nov 2023 | JP¥9.6t | JP¥23.3t | JP¥471.4b | 14.1x | 20.5x | 0.4x |
| Wed, 25 Oct 2023 | JP¥9.1t | JP¥23.2t | JP¥463.6b | 14.8x | 19.6x | 0.4x |
| Fri, 22 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥482.1b | 16x | 20.3x | 0.4x |
| Sun, 20 Aug 2023 | JP¥9.6t | JP¥23.4t | JP¥480.4b | 14.9x | 20x | 0.4x |
20x
How does Japanese Food Retail compare with similar industries?
| JP Market | 3.17% | |
| Consumer Staples | 4.81% | |
| Food and Staples Retail | 2.75% | |
| Food Retail | 2.16% | |
| Big Box Super Stores | 3.51% | |
| Drug Retail | 3.21% | |
| Food Distributors | 2.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥2.06k | 3.5% +JP¥163.0b | 1.9% | PE15.7x | |
| 3038 Kobe Bussan | JP¥2.80k | 2.1% +JP¥12.6b | -33.5% | PE18.2x | |
| 417A Blue Zones HoldingsLtd | JP¥1.80k | 5.5% +JP¥11.1b | -8.0% | PE15.5x | |
| 8194 Life | JP¥2.60k | 5.0% +JP¥10.6b | 2.6% | PE12.3x | |
| 2659 SAN-ALTD | JP¥3.34k | 3.7% +JP¥7.3b | 11.1% | PE18.9x |