Declared Dividend • Aug 12
Dividend of JP¥3.00 announced Dividend of JP¥3.00 is the same as last year. Ex-date: 29th December 2026 Payment date: 30th March 2027 Dividend yield will be 0.3%, which is lower than the industry average of 0.6%. Reported Earnings • Aug 11
Second quarter 2026 earnings released: JP¥6.05 loss per share (vs JP¥3.94 loss in 2Q 2025) Second quarter 2026 results: JP¥6.05 loss per share (further deteriorated from JP¥3.94 loss in 2Q 2025). Revenue: JP¥7.82b (up 1.1% from 2Q 2025). Net loss: JP¥310.0m (loss widened 54% from 2Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Announcement • Jun 20
Fujio Food Group Inc. to Report Q2, 2026 Results on Aug 10, 2026 Fujio Food Group Inc. announced that they will report Q2, 2026 results on Aug 10, 2026 Reported Earnings • May 20
First quarter 2026 earnings released: EPS: JP¥3.84 (vs JP¥4.20 in 1Q 2025) First quarter 2026 results: EPS: JP¥3.84 (down from JP¥4.20 in 1Q 2025). Revenue: JP¥8.11b (up 2.2% from 1Q 2025). Net income: JP¥197.0m (down 8.4% from 1Q 2025). Profit margin: 2.4% (down from 2.7% in 1Q 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 128% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 16
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: JP¥1.76 (down from JP¥10.03 in FY 2024). Revenue: JP¥31.9b (up 1.9% from FY 2024). Net income: JP¥90.0m (down 80% from FY 2024). Profit margin: 0.3% (down from 1.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 193%. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • Feb 13
Fujio Food Group Inc., Annual General Meeting, Mar 27, 2026 Fujio Food Group Inc., Annual General Meeting, Mar 27, 2026. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 30 March 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%). Announcement • Dec 03
Fujio Food Group Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026 Fujio Food Group Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026 Reported Earnings • Nov 18
Third quarter 2025 earnings released: EPS: JP¥0.86 (vs JP¥1.74 in 3Q 2024) Third quarter 2025 results: EPS: JP¥0.86 (down from JP¥1.74 in 3Q 2024). Revenue: JP¥8.12b (up 2.3% from 3Q 2024). Net income: JP¥44.0m (down 44% from 3Q 2024). Profit margin: 0.5% (down from 1.0% in 3Q 2024). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Announcement • Sep 01
Fujio Food Group Inc. to Report Q3, 2025 Results on Nov 14, 2025 Fujio Food Group Inc. announced that they will report Q3, 2025 results on Nov 14, 2025 Reported Earnings • Aug 14
Second quarter 2025 earnings released: JP¥3.94 loss per share (vs JP¥0.22 profit in 2Q 2024) Second quarter 2025 results: JP¥3.94 loss per share (down from JP¥0.22 profit in 2Q 2024). Revenue: JP¥7.74b (up 1.7% from 2Q 2024). Net loss: JP¥202.0m (down JP¥212.0m from profit in 2Q 2024). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Jun 27
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.9% to JP¥1,151. The fair value is estimated to be JP¥1,466, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.7% in 2 years. Earnings are forecast to grow by 283% in the next 2 years. Announcement • May 31
Fujio Food Group Inc. to Report Q2, 2025 Results on Aug 12, 2025 Fujio Food Group Inc. announced that they will report Q2, 2025 results on Aug 12, 2025 Buy Or Sell Opportunity • May 21
Now 20% undervalued Over the last 90 days, the stock has risen 4.8% to JP¥1,216. The fair value is estimated to be JP¥1,526, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 4.7% in 2 years. Earnings are forecast to grow by 283% in the next 2 years. Reported Earnings • May 19
First quarter 2025 earnings released: EPS: JP¥4.20 (vs JP¥8.42 in 1Q 2024) First quarter 2025 results: EPS: JP¥4.20 (down from JP¥8.42 in 1Q 2024). Revenue: JP¥7.94b (up 1.1% from 1Q 2024). Net income: JP¥215.0m (down 44% from 1Q 2024). Profit margin: 2.7% (down from 4.9% in 1Q 2024). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Apr 07
Now 22% undervalued The stock has been flat over the last 90 days, currently trading at JP¥1,097. The fair value is estimated to be JP¥1,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 32% per annum over the same time period. Announcement • Mar 01
Fujio Food Group Inc. to Report Q1, 2025 Results on May 14, 2025 Fujio Food Group Inc. announced that they will report Q1, 2025 results on May 14, 2025 Reported Earnings • Feb 16
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: JP¥10.03 (up from JP¥15.68 loss in FY 2023). Revenue: JP¥31.3b (up 5.3% from FY 2023). Net income: JP¥459.0m (up JP¥1.17b from FY 2023). Profit margin: 1.5% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Feb 14
Fujio Food Group Inc., Annual General Meeting, Mar 27, 2025 Fujio Food Group Inc., Annual General Meeting, Mar 27, 2025. Buy Or Sell Opportunity • Jan 21
Now 21% overvalued Over the last 90 days, the stock has fallen 21% to JP¥1,073. The fair value is estimated to be JP¥885, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 16%. New Risk • Jan 03
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Dec 26
Now 20% overvalued Over the last 90 days, the stock has fallen 13% to JP¥1,189. The fair value is estimated to be JP¥990, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 16%. Announcement • Dec 03
Fujio Food Group Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025 Fujio Food Group Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025 Announcement • Sep 28
Fujio Food Group Inc. to Report Q3, 2024 Results on Nov 14, 2024 Fujio Food Group Inc. announced that they will report Q3, 2024 results on Nov 14, 2024 Reported Earnings • Aug 19
Second quarter 2024 earnings released: EPS: JP¥0.22 (vs JP¥2.17 loss in 2Q 2023) Second quarter 2024 results: EPS: JP¥0.22 (up from JP¥2.17 loss in 2Q 2023). Revenue: JP¥7.61b (up 2.9% from 2Q 2023). Net income: JP¥10.0m (up JP¥108.0m from 2Q 2023). Profit margin: 0.1% (up from net loss in 2Q 2023). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Jun 28
Fujio Food Group Inc. to Report Q2, 2024 Results on Aug 14, 2024 Fujio Food Group Inc. announced that they will report Q2, 2024 results on Aug 14, 2024 Reported Earnings • May 18
First quarter 2024 earnings released: EPS: JP¥8.42 (vs JP¥2.12 loss in 1Q 2023) First quarter 2024 results: EPS: JP¥8.42 (up from JP¥2.12 loss in 1Q 2023). Revenue: JP¥7.85b (up 5.4% from 1Q 2023). Net income: JP¥382.0m (up JP¥476.0m from 1Q 2023). Profit margin: 4.9% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Mar 19
Now 21% overvalued Over the last 90 days, the stock has fallen 4.0% to JP¥1,361. The fair value is estimated to be JP¥1,129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 22%. Announcement • Mar 08
Fujio Food Group Inc. to Report Q1, 2024 Results on May 14, 2024 Fujio Food Group Inc. announced that they will report Q1, 2024 results on May 14, 2024 Price Target Changed • Mar 05
Price target decreased by 10.0% to JP¥900 Down from JP¥1,000, the current price target is provided by 1 analyst. New target price is 32% below last closing price of JP¥1,330. Stock is down 1.9% over the past year. The company is forecast to post earnings per share of JP¥5.70 next year compared to a net loss per share of JP¥15.68 last year. Announcement • Feb 16
Fujio Food Group Inc., Annual General Meeting, Mar 27, 2024 Fujio Food Group Inc., Annual General Meeting, Mar 27, 2024. Reported Earnings • Feb 16
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: JP¥15.68 loss per share (improved from JP¥77.19 loss in FY 2022). Revenue: JP¥29.8b (up 12% from FY 2022). Net loss: JP¥706.0m (loss narrowed 79% from FY 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Board Change • Feb 02
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 3 highly experienced directors. President & Representative Director Masahiro Fujio is the most experienced director on the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Announcement • Dec 05
Fujio Food Group Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024 Fujio Food Group Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024 Reported Earnings • Nov 18
Third quarter 2023 earnings released: EPS: JP¥3.77 (vs JP¥13.82 loss in 3Q 2022) Third quarter 2023 results: EPS: JP¥3.77 (up from JP¥13.82 loss in 3Q 2022). Revenue: JP¥7.44b (up 12% from 3Q 2022). Net income: JP¥171.0m (up JP¥781.0m from 3Q 2022). Profit margin: 2.3% (up from net loss in 3Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Price Target Changed • Sep 05
Price target decreased by 10.0% to JP¥900 Down from JP¥1,000, the current price target is provided by 1 analyst. New target price is 35% below last closing price of JP¥1,391. Stock is up 7.7% over the past year. The company is forecast to post a net loss per share of JP¥1.30 next year compared to a net loss per share of JP¥77.19 last year. Announcement • Aug 27
Fujio Food Group Inc. to Report Q3, 2023 Results on Nov 14, 2023 Fujio Food Group Inc. announced that they will report Q3, 2023 results on Nov 14, 2023 Reported Earnings • Aug 17
Second quarter 2023 earnings released: JP¥2.17 loss per share (vs JP¥0.79 profit in 2Q 2022) Second quarter 2023 results: JP¥2.17 loss per share (down from JP¥0.79 profit in 2Q 2022). Revenue: JP¥7.40b (up 13% from 2Q 2022). Net loss: JP¥98.0m (down 380% from profit in 2Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Announcement • May 28
Fujio Food Group Inc. to Report Q2, 2023 Results on Aug 14, 2023 Fujio Food Group Inc. announced that they will report Q2, 2023 results on Aug 14, 2023 Reported Earnings • May 20
First quarter 2023 earnings released: JP¥2.12 loss per share (vs JP¥9.63 loss in 1Q 2022) First quarter 2023 results: JP¥2.12 loss per share (improved from JP¥9.63 loss in 1Q 2022). Revenue: JP¥7.45b (up 24% from 1Q 2022). Net loss: JP¥94.0m (loss narrowed 78% from 1Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Announcement • Feb 18
Fujio Food Group Inc., Annual General Meeting, Mar 30, 2023 Fujio Food Group Inc., Annual General Meeting, Mar 30, 2023. Reported Earnings • Feb 17
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: JP¥77.19 loss per share (further deteriorated from JP¥11.22 loss in FY 2021). Revenue: JP¥26.5b (up 4.2% from FY 2021). Net loss: JP¥3.40b (loss widened JP¥2.91b from FY 2021). Revenue missed analyst estimates by 10%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥2.50 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (0.6%). Reported Earnings • Dec 07
Third quarter 2022 earnings released: JP¥13.28 loss per share (vs JP¥18.13 profit in 3Q 2021) Third quarter 2022 results: JP¥13.28 loss per share (down from JP¥18.13 profit in 3Q 2021). Revenue: JP¥6.65b (up 9.6% from 3Q 2021). Net loss: JP¥586.0m (down 174% from profit in 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Announcement • Dec 06
Fujio Food Group Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023 Fujio Food Group Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023 Price Target Changed • Nov 16
Price target decreased to JP¥1,000 Down from JP¥1,200, the current price target is provided by 1 analyst. New target price is 28% below last closing price of JP¥1,389. Stock is down 5.6% over the past year. The company is forecast to post earnings per share of JP¥4.50 for next year compared to JP¥16.26 last year. Announcement • Aug 28
Fujio Food Group Inc. to Report Q3, 2022 Results on Nov 11, 2022 Fujio Food Group Inc. announced that they will report Q3, 2022 results on Nov 11, 2022 Major Estimate Revision • Aug 25
Consensus revenue estimates fall by 11% The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥33.0b to JP¥29.5b. EPS estimate fell from JP¥18.70 to JP¥4.50 per share. Net income forecast to grow 227% next year vs 2.6% decline forecast for Hospitality industry in Japan. Consensus price target down from JP¥1,200 to JP¥1,000. Share price was steady at JP¥1,311 over the past week. Buying Opportunity • Aug 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 4.3%. The fair value is estimated to be JP¥1,645, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 17% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 58% in 2 years. Earnings is forecast to grow by 989% in the next 2 years. Reported Earnings • Aug 15
Second quarter 2022 earnings released: EPS: JP¥0.45 (vs JP¥5.00 in 2Q 2021) Second quarter 2022 results: EPS: JP¥0.45 (down from JP¥5.00 in 2Q 2021). Revenue: JP¥6.57b (up 17% from 2Q 2021). Net income: JP¥20.0m (down 91% from 2Q 2021). Profit margin: 0.3% (down from 3.9% in 2Q 2021). Over the next year, revenue is forecast to grow 40%, compared to a 37% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Board Change • May 31
High number of new directors Independent External Director Hironori Momose was the last director to join the board, commencing their role in 2022. Announcement • May 30
Fujio Food Group Inc. to Report Q2, 2022 Results on Aug 12, 2022 Fujio Food Group Inc. announced that they will report Q2, 2022 results on Aug 12, 2022 Reported Earnings • May 16
First quarter 2022 earnings: EPS and revenues miss analyst expectations First quarter 2022 results: JP¥9.83 loss per share (down from JP¥1.60 loss in 1Q 2021). Revenue: JP¥6.00b (down 7.6% from 1Q 2021). Net loss: JP¥432.0m (loss widened JP¥363.0m from 1Q 2021). Revenue missed analyst estimates by 9.4%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 39%, compared to a 49% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Buying Opportunity • May 16
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be JP¥1,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 62% in 2 years. Earnings is forecast to grow by 341% in the next 2 years. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent External Director Tsuneo Yamada was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Announcement • Feb 27
Fujio Food Group Inc. to Report Q1, 2022 Results on May 13, 2022 Fujio Food Group Inc. announced that they will report Q1, 2022 results on May 13, 2022 Reported Earnings • Feb 20
Full year 2021 earnings: EPS and revenues miss analyst expectations Full year 2021 results: EPS: JP¥16.26 (up from JP¥116 loss in FY 2020). Revenue: JP¥25.5b (down 5.0% from FY 2020). Net income: JP¥709.0m (up JP¥5.71b from FY 2020). Profit margin: 2.8% (up from net loss in FY 2020). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 38%. Over the next year, revenue is forecast to grow 47%, compared to a 68% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • Feb 16
Fujio Food Group Inc., Annual General Meeting, Mar 30, 2022 Fujio Food Group Inc., Annual General Meeting, Mar 30, 2022. Board Change • Feb 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent External Director Tsuneo Yamada was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Nov 15
Third quarter 2021 earnings released: EPS JP¥18.13 (vs JP¥26.14 loss in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥6.07b (down 9.0% from 3Q 2020). Net income: JP¥796.0m (up JP¥1.92b from 3Q 2020). Profit margin: 13% (up from net loss in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS JP¥5.00 (vs JP¥42.37 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥5.60b (up 32% from 2Q 2020). Net income: JP¥217.0m (up JP¥2.05b from 2Q 2020). Profit margin: 3.9% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 117 percentage points per year, which is a significant difference in performance. Announcement • Jun 08
Fujio Food Group Inc. announced that it has received ¥862.821835 million in funding from Toyota Sangyo Co.,Ltd. On June 7, 2021, Fujio Food Group Inc. (TSE:2752) closed the transaction. Announcement • May 21
Fujio Food Group Inc. announced that it expects to receive ¥862.821835 million in funding from Toyota Sangyo Co.,Ltd. and other investors Fujio Food Group Inc. (TSE:2752) announced a private placement to issue 700,000 common shares for ¥1,216 per share for gross proceeds of ¥851,200,000 and 14,295 stock acquisition rights at issue price of ¥813 per stock acquisition right for gross proceeds of ¥11,621,835 for an aggregate gross proceeds of ¥862,821,835 on May 20, 2021. The transaction will include participation from Long Corridor Alpha Opportunities Master Fund for 10,007 rights and 420,000 common shares, MAP246 Segregated Portfolio for 4,288 rights and 180,000 common shares and Toyota Sangyo Co., Ltd. for 100,000 common shares. Each stock acquisition right is convertible into 100 common shares of the company at an initial exercise price of ¥ 1,399 per share. The company will issue stock acquisition rights and common shares through third-party allotment. The transaction has been approved by the board of directors of the company. The transaction is expected to close on June 7, 2021. Reported Earnings • May 18
First quarter 2021 earnings released: JP¥1.60 loss per share (vs JP¥9.81 loss in 1Q 2020) The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: JP¥6.50b (down 24% from 1Q 2020). Net loss: JP¥69.0m (loss narrowed 84% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 127 percentage points per year, which is a significant difference in performance. Reported Earnings • Apr 04
Full year 2020 earnings released: JP¥116 loss per share The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: JP¥26.8b (down 30% from FY 2019). Net loss: JP¥5.00b (loss widened JP¥4.90b from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 133 percentage points per year, which is a significant difference in performance. Announcement • Feb 21
Fujio Food Group Inc., Annual General Meeting, Mar 30, 2021 Fujio Food Group Inc., Annual General Meeting, Mar 30, 2021. Reported Earnings • Feb 21
Full year 2020 earnings released: JP¥116 loss per share (vs JP¥10.73 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: JP¥26.8b (down 30% from FY 2019). Net loss: JP¥5.00b (down JP¥5.46b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance. Analyst Estimate Surprise Post Earnings • Feb 21
Earnings beat expectations, revenue disappoints Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 27%. Over the next year, revenue is forecast to grow 30%, compared to a 43% growth forecast for the Hospitality industry in Japan. Is New 90 Day High Low • Jan 07
New 90-day low: JP¥1,201 The company is down 18% from its price of JP¥1,457 on 09 October 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 1.0% over the same period. Announcement • Dec 30
Fujio Food Group Inc. to Report Fiscal Year 2020 Results on Feb 12, 2021 Fujio Food Group Inc. announced that they will report fiscal year 2020 results on Feb 12, 2021 Upcoming Dividend • Dec 22
Upcoming Dividend of JP¥2.50 Per Share Will be paid on the 26th of March to those who are registered shareholders by the 29th of December. The trailing yield of 0.7% is below the top quartile of Japanese dividend payers (3.0%), but it is higher than industry peers (0.5%). Is New 90 Day High Low • Dec 13
New 90-day low: JP¥1,360 The company is down 2.0% from its price of JP¥1,388 on 14 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. Major Estimate Revision • Dec 03
Analysts update estimates The company's losses in 2020 are expected to worsen with analysts lowering their consensus EPS forecasts from -JP¥80.00 to -JP¥91.50. Revenue estimate was approximately flat at JP¥27.3b. The Hospitality industry in Japan is expected to see an average net income growth of 33% next year. The consensus price target of JP¥700 was unchanged from the last update. Share price is up 1.4% to JP¥1,432 over the past week. Price Target Changed • Dec 01
Price target lowered to JP¥700 Down from JP¥800, the current price target is provided by 1 analyst. The new target price is 51% below the current share price of JP¥1,426. As of last close, the stock is down 20% over the past year. Announcement • Oct 17
Fujio Food Group Inc. to Report Q3, 2020 Results on Nov 13, 2020 Fujio Food Group Inc. announced that they will report Q3, 2020 results on Nov 13, 2020 Announcement • Jul 26
Fujio Food Group Inc. to Report Q2, 2020 Results on Aug 14, 2020 Fujio Food Group Inc. announced that they will report Q2, 2020 results on Aug 14, 2020 
