Narrative Update • Jun 23

Last week, the Food Retail industry hasn't moved much but H2O Retailing is up 12% in that time. As for the longer term, the industry has declined 14% in the last year. Looking forward, earnings are forecast to grow by 5.7% annually.
Has the Japanese Food Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | JP¥8.2t | JP¥22.1t | JP¥543.8b | 11.7x | 15.1x | 0.4x |
| Wed, 27 May 2026 | JP¥8.0t | JP¥20.6t | JP¥536.0b | 11x | 14.9x | 0.4x |
| Fri, 24 Apr 2026 | JP¥8.5t | JP¥20.5t | JP¥532.1b | 12x | 15.9x | 0.4x |
| Sun, 22 Mar 2026 | JP¥9.0t | JP¥21.0t | JP¥548.7b | 12.5x | 16.3x | 0.4x |
| Tue, 17 Feb 2026 | JP¥9.8t | JP¥21.0t | JP¥554.1b | 13.2x | 17.6x | 0.5x |
| Thu, 15 Jan 2026 | JP¥9.5t | JP¥20.9t | JP¥537.0b | 13.5x | 17.7x | 0.5x |
| Sat, 13 Dec 2025 | JP¥9.4t | JP¥23.0t | JP¥474.4b | 12.6x | 19.8x | 0.4x |
| Mon, 10 Nov 2025 | JP¥8.9t | JP¥22.9t | JP¥477.1b | 12.2x | 18.7x | 0.4x |
| Wed, 08 Oct 2025 | JP¥9.0t | JP¥21.6t | JP¥430.2b | 12.8x | 20.8x | 0.4x |
| Fri, 05 Sep 2025 | JP¥9.1t | JP¥21.6t | JP¥419.7b | 13x | 21.7x | 0.4x |
| Sun, 03 Aug 2025 | JP¥9.3t | JP¥21.5t | JP¥419.2b | 12.2x | 22.3x | 0.4x |
| Tue, 01 Jul 2025 | JP¥10.2t | JP¥23.0t | JP¥408.7b | 11.7x | 25x | 0.4x |
| Thu, 29 May 2025 | JP¥9.9t | JP¥21.3t | JP¥411.4b | 11.9x | 24x | 0.5x |
| Sat, 26 Apr 2025 | JP¥9.5t | JP¥21.2t | JP¥414.0b | 12.3x | 23x | 0.4x |
| Mon, 24 Mar 2025 | JP¥9.7t | JP¥21.1t | JP¥344.6b | 13.1x | 28x | 0.5x |
| Wed, 19 Feb 2025 | JP¥10.0t | JP¥21.0t | JP¥339.3b | 12.7x | 29.6x | 0.5x |
| Fri, 17 Jan 2025 | JP¥10.1t | JP¥21.0t | JP¥341.0b | 12x | 29.6x | 0.5x |
| Sun, 15 Dec 2024 | JP¥10.3t | JP¥22.5t | JP¥432.2b | 12x | 23.8x | 0.5x |
| Tue, 12 Nov 2024 | JP¥9.5t | JP¥22.7t | JP¥429.2b | 12.5x | 22.2x | 0.4x |
| Thu, 10 Oct 2024 | JP¥10.2t | JP¥22.2t | JP¥441.4b | 12.4x | 23x | 0.5x |
| Sat, 07 Sep 2024 | JP¥9.6t | JP¥22.2t | JP¥445.5b | 12.6x | 21.6x | 0.4x |
| Mon, 05 Aug 2024 | JP¥8.6t | JP¥22.1t | JP¥423.1b | 12.3x | 20.3x | 0.4x |
| Wed, 03 Jul 2024 | JP¥10.3t | JP¥23.4t | JP¥504.9b | 14.6x | 20.4x | 0.4x |
| Fri, 31 May 2024 | JP¥10.3t | JP¥21.7t | JP¥506.1b | 14.1x | 20.4x | 0.5x |
| Sun, 28 Apr 2024 | JP¥10.3t | JP¥21.6t | JP¥501.8b | 14.7x | 20.6x | 0.5x |
| Tue, 26 Mar 2024 | JP¥10.8t | JP¥23.3t | JP¥496.4b | 15.4x | 21.7x | 0.5x |
| Thu, 22 Feb 2024 | JP¥10.6t | JP¥23.3t | JP¥491.7b | 14.8x | 21.5x | 0.5x |
| Sat, 20 Jan 2024 | JP¥9.8t | JP¥23.2t | JP¥484.1b | 14.3x | 20.2x | 0.4x |
| Mon, 18 Dec 2023 | JP¥9.4t | JP¥23.3t | JP¥471.9b | 14.1x | 19.9x | 0.4x |
| Wed, 15 Nov 2023 | JP¥9.6t | JP¥23.2t | JP¥469.6b | 14.8x | 20.4x | 0.4x |
| Fri, 13 Oct 2023 | JP¥9.6t | JP¥23.4t | JP¥486.1b | 14.8x | 19.7x | 0.4x |
| Sun, 10 Sep 2023 | JP¥9.8t | JP¥23.4t | JP¥480.4b | 15.6x | 20.4x | 0.4x |
| Tue, 08 Aug 2023 | JP¥9.6t | JP¥23.3t | JP¥476.6b | 15.7x | 20.2x | 0.4x |
| Thu, 06 Jul 2023 | JP¥9.6t | JP¥22.9t | JP¥493.6b | 15.4x | 19.5x | 0.4x |
19.5x
How does Japanese Food Retail compare with similar industries?
| JP Market | -2.24% | |
| Consumer Staples | 1.60% | |
| Food and Staples Retail | 0.30% | |
| Food Retail | 0.044% | |
| Drug Retail | 1.13% | |
| Food Distributors | 1.09% | |
| Big Box Super Stores | -0.087% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3382 Seven & i Holdings | JP¥1.95k | 3.8% +JP¥165.3b | -16.1% | PE15.4x | |
| 3038 Kobe Bussan | JP¥2.69k | 5.6% +JP¥31.5b | -39.9% | PE17.5x | |
| 8242 H2O Retailing | JP¥2.87k | 6.5% +JP¥19.9b | 51.5% | PE10.9x | |
| 8194 Life | JP¥2.66k | 7.4% +JP¥15.9b | 20.1% | PE12.2x | |
| 9956 Valor Holdings | JP¥3.89k | 7.9% +JP¥15.0b | 54.3% | PE12.4x |