Narrative Update • Jul 28

Over the last 7 days, the Food industry has remained flat. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 6.9% per annum.
Has the Japanese Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 02 Aug 2026 | JP¥20.5t | JP¥25.3t | JP¥1.0t | 15.7x | 19.9x | 0.8x |
| Tue, 30 Jun 2026 | JP¥21.1t | JP¥25.2t | JP¥1.0t | 15.3x | 20.3x | 0.8x |
| Thu, 28 May 2026 | JP¥19.9t | JP¥25.2t | JP¥1.0t | 15.4x | 19.1x | 0.8x |
| Sat, 25 Apr 2026 | JP¥19.6t | JP¥24.8t | JP¥954.0b | 15.8x | 20.6x | 0.8x |
| Mon, 23 Mar 2026 | JP¥19.7t | JP¥24.8t | JP¥961.4b | 15.9x | 20.4x | 0.8x |
| Wed, 18 Feb 2026 | JP¥20.6t | JP¥24.8t | JP¥988.0b | 16.7x | 20.8x | 0.8x |
| Fri, 16 Jan 2026 | JP¥18.4t | JP¥24.5t | JP¥950.5b | 16.8x | 19.4x | 0.8x |
| Sun, 14 Dec 2025 | JP¥17.9t | JP¥24.5t | JP¥945.2b | 16.3x | 19x | 0.7x |
| Tue, 11 Nov 2025 | JP¥17.8t | JP¥24.5t | JP¥931.3b | 16.1x | 19.1x | 0.7x |
| Thu, 09 Oct 2025 | JP¥18.4t | JP¥24.4t | JP¥931.1b | 16.3x | 19.7x | 0.8x |
| Sat, 06 Sep 2025 | JP¥18.6t | JP¥24.4t | JP¥926.3b | 17x | 20.1x | 0.8x |
| Mon, 04 Aug 2025 | JP¥17.9t | JP¥24.2t | JP¥922.5b | 16.5x | 19.4x | 0.7x |
| Wed, 02 Jul 2025 | JP¥17.7t | JP¥24.2t | JP¥921.7b | 16.3x | 19.2x | 0.7x |
| Fri, 30 May 2025 | JP¥17.6t | JP¥24.2t | JP¥928.2b | 16.6x | 18.9x | 0.7x |
| Sun, 27 Apr 2025 | JP¥17.1t | JP¥24.0t | JP¥969.6b | 16.3x | 17.7x | 0.7x |
| Tue, 25 Mar 2025 | JP¥17.3t | JP¥24.0t | JP¥963.2b | 16.3x | 18x | 0.7x |
| Thu, 20 Feb 2025 | JP¥16.6t | JP¥24.0t | JP¥967.9b | 15.6x | 17.1x | 0.7x |
| Sat, 18 Jan 2025 | JP¥17.2t | JP¥23.7t | JP¥956.6b | 15x | 17.9x | 0.7x |
| Mon, 16 Dec 2024 | JP¥18.3t | JP¥23.7t | JP¥953.7b | 15.5x | 19.1x | 0.8x |
| Wed, 13 Nov 2024 | JP¥18.0t | JP¥23.6t | JP¥967.1b | 15.6x | 18.6x | 0.8x |
| Fri, 11 Oct 2024 | JP¥18.2t | JP¥23.5t | JP¥966.9b | 15.9x | 18.8x | 0.8x |
| Sun, 08 Sep 2024 | JP¥17.8t | JP¥23.5t | JP¥968.4b | 16x | 18.4x | 0.8x |
| Tue, 06 Aug 2024 | JP¥16.5t | JP¥23.3t | JP¥993.6b | 15.1x | 16.6x | 0.7x |
| Thu, 04 Jul 2024 | JP¥18.0t | JP¥23.2t | JP¥972.8b | 16x | 18.5x | 0.8x |
| Sat, 01 Jun 2024 | JP¥17.9t | JP¥23.2t | JP¥973.7b | 15.7x | 18.3x | 0.8x |
| Mon, 29 Apr 2024 | JP¥18.4t | JP¥23.0t | JP¥967.2b | 16.8x | 19x | 0.8x |
| Wed, 27 Mar 2024 | JP¥18.7t | JP¥22.9t | JP¥961.1b | 17.7x | 19.4x | 0.8x |
| Fri, 23 Feb 2024 | JP¥18.5t | JP¥22.9t | JP¥958.6b | 18.1x | 19.3x | 0.8x |
| Sun, 21 Jan 2024 | JP¥18.2t | JP¥22.7t | JP¥900.7b | 18.1x | 20.2x | 0.8x |
| Tue, 19 Dec 2023 | JP¥16.9t | JP¥22.7t | JP¥901.6b | 17.4x | 18.7x | 0.7x |
| Thu, 16 Nov 2023 | JP¥18.0t | JP¥22.7t | JP¥900.2b | 17.7x | 20x | 0.8x |
| Sat, 14 Oct 2023 | JP¥17.1t | JP¥22.5t | JP¥798.3b | 20.4x | 21.4x | 0.8x |
| Mon, 11 Sep 2023 | JP¥17.7t | JP¥22.4t | JP¥793.4b | 20.7x | 22.3x | 0.8x |
| Wed, 09 Aug 2023 | JP¥16.9t | JP¥22.3t | JP¥727.1b | 20.4x | 23.2x | 0.8x |
23.2x
Which industries have driven the changes within the Japanese Consumer Staples industry?
| JP Market | -0.42% | |
| Consumer Staples | 2.21% | |
| Food | -0.34% | |
| Packaged Foods and Meats | -0.32% | |
| Agricultural Products | -1.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2801 Kikkoman | JP¥1.65k | 2.1% +JP¥32.0b | 22.4% | PE24.8x | |
| 2267 Yakult HonshaLtd | JP¥2.82k | 2.7% +JP¥21.1b | 16.7% | PE17.6x | |
| 2222 Kotobuki Spirits | JP¥2.54k | 4.5% +JP¥16.8b | 23.7% | PE31.3x | |
| 2871 Nichirei | JP¥2.20k | 2.5% +JP¥13.4b | 19.7% | PE20.2x | |
| 2269 Meiji Holdings | JP¥3.79k | 1.2% +JP¥12.5b | 22.6% | PE29.3x |