Reported Earnings • May 20
Full year 2026 earnings: EPS exceeds analyst expectations Full year 2026 results: EPS: JP¥149 (up from JP¥102 in FY 2025). Revenue: JP¥102.8b (up 6.8% from FY 2025). Net income: JP¥4.59b (up 46% from FY 2025). Profit margin: 4.5% (up from 3.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.2%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 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 62% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • May 16
Mos Food Services, Inc. (TSE:8153) announces an Equity Buyback for 120,000 shares, representing 0.38% for ¥500 million. Mos Food Services, Inc. (TSE:8153) announces a share repurchase program. Under the program, the company will repurchase up to 120,000 shares, representing 0.38% of issued share capital for ¥500 million. The purpose of the program is to implement its capital policy by pursuing an appropriate balance between growth investments and shareholder returns. The program will be valid till December 30, 2026. As of March 31, 2026, the company had 31,179,154 shares in issue (excluding treasury stock) and 830,756 shares in treasury. Announcement • May 15
Mos Food Services, Inc., Annual General Meeting, Jun 24, 2026 Mos Food Services, Inc., Annual General Meeting, Jun 24, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (0.9%). Buy Or Sell Opportunity • Mar 17
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at JP¥4,230. The fair value is estimated to be JP¥3,499, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 7.2% in 2 years. Earnings are forecast to grow by 0.03% in the next 2 years. Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥52.89 (vs JP¥41.65 in 3Q 2025) Third quarter 2026 results: EPS: JP¥52.89 (up from JP¥41.65 in 3Q 2025). Revenue: JP¥27.4b (up 8.8% from 3Q 2025). Net income: JP¥1.63b (up 27% from 3Q 2025). Profit margin: 6.0% (up from 5.1% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Feb 14
Mos Food Services, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026 Mos Food Services, Inc. revised consolidated earnings guidance for the full fiscal year ending March 31, 2026. For the period, the company expects net sales of JPY 102,000 million, operating profit of JPY 6,200 million, profit attributable to owners of parent of JPY 4,200 million, and basic earnings per share of JPY 136.12 compared to the previous forecast for net sales of JPY 97,000 million, operating profit of JPY 5,250 million, and profit attributable to owners of the parent of JPY 2,900 million, with basic earnings per share of JPY 94.00. Reason: In the fourth quarter, as the Company expects to record a temporary increase in selling, general, and administrative expenses due to system upgrades in preparation for the launch of next-generation core system, strategic investments aimed at facilitating medium- to-long-term growth, and extraordinary losses on stores and equipment, accumulated profits are expected to decrease. On the other hand, on a full-year basis, the "strategy to establish a price gradation" by selling high-priced, high-value-added products alongside standard products, and the "balancing of sales across time windows" by increasing sales outside of lunch hours were successful. Accordingly, both sales and profits are expected to increase beyond the initial plan. Based on the situations involving these factors, the Company has revised its consolidated business performance forecast as shown above. Declared Dividend • Dec 09
First half dividend of JP¥15.00 announced Dividend of JP¥15.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 16%. Reported Earnings • Nov 08
Second quarter 2026 earnings released: EPS: JP¥50.91 (vs JP¥29.69 in 2Q 2025) Second quarter 2026 results: EPS: JP¥50.91 (up from JP¥29.69 in 2Q 2025). Revenue: JP¥27.0b (up 7.6% from 2Q 2025). Net income: JP¥1.57b (up 72% from 2Q 2025). Profit margin: 5.8% (up from 3.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: JP¥40.93 (vs JP¥28.07 in 1Q 2025) First quarter 2026 results: EPS: JP¥40.93 (up from JP¥28.07 in 1Q 2025). Revenue: JP¥23.8b (up 5.7% from 1Q 2025). Net income: JP¥1.26b (up 46% from 1Q 2025). Profit margin: 5.3% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jul 09
Final dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 35%. Cash payout ratio: 20%. Reported Earnings • Jun 27
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥102 (up from JP¥83.42 in FY 2024). Revenue: JP¥96.2b (up 3.4% from FY 2024). Net income: JP¥3.15b (up 22% from FY 2024). Profit margin: 3.3% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 20
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥102 (up from JP¥83.42 in FY 2024). Revenue: JP¥96.2b (up 3.4% from FY 2024). Net income: JP¥3.15b (up 22% from FY 2024). Profit margin: 3.3% (up from 2.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 1.5% p.a. on average during the next 2 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 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • May 15
Mos Food Services, Inc., Annual General Meeting, Jun 25, 2025 Mos Food Services, Inc., Annual General Meeting, Jun 25, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (0.8%). Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥41.65 (vs JP¥52.00 in 3Q 2024) Third quarter 2025 results: EPS: JP¥41.65 (down from JP¥52.00 in 3Q 2024). Revenue: JP¥25.2b (up 3.2% from 3Q 2024). Net income: JP¥1.29b (down 20% from 3Q 2024). Profit margin: 5.1% (down from 6.6% in 3Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 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 fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. New Risk • Dec 16
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company. Declared Dividend • Dec 10
First half dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 20%. Buy Or Sell Opportunity • Dec 03
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 7.3% to JP¥3,680. The fair value is estimated to be JP¥3,031, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 3.7% in 2 years. Earnings are forecast to grow by 11% in the next 2 years. Reported Earnings • Nov 09
Second quarter 2025 earnings released: EPS: JP¥29.69 (vs JP¥26.23 in 2Q 2024) Second quarter 2025 results: EPS: JP¥29.69 (up from JP¥26.23 in 2Q 2024). Revenue: JP¥25.1b (up 4.5% from 2Q 2024). Net income: JP¥916.0m (up 13% from 2Q 2024). Profit margin: 3.7% (up from 3.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 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 fallen by 22% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.8%). Reported Earnings • Aug 14
First quarter 2025 earnings released: EPS: JP¥28.07 (vs JP¥22.41 in 1Q 2024) First quarter 2025 results: EPS: JP¥28.07 (up from JP¥22.41 in 1Q 2024). Revenue: JP¥22.5b (up 1.7% from 1Q 2024). Net income: JP¥866.0m (up 25% from 1Q 2024). Profit margin: 3.8% (up from 3.1% in 1Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Aug 08
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at JP¥3,425. The fair value is estimated to be JP¥2,851, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 7.4% per annum over the same time period. Declared Dividend • Jul 11
Final dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 46%. Cash payout ratio: 16%. Reported Earnings • May 19
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥83.42 (up from JP¥10.28 loss in FY 2023). Revenue: JP¥93.1b (up 9.4% from FY 2023). Net income: JP¥2.57b (up JP¥2.89b from FY 2023). Profit margin: 2.8% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.9%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • May 17
Mos Food Services, Inc., Annual General Meeting, Jun 26, 2024 Mos Food Services, Inc., Annual General Meeting, Jun 26, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥14.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (0.6%). Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: JP¥52.00 (vs JP¥5.06 in 3Q 2023) Third quarter 2024 results: EPS: JP¥52.00 (up from JP¥5.06 in 3Q 2023). Revenue: JP¥24.4b (up 7.4% from 3Q 2023). Net income: JP¥1.60b (up JP¥1.45b from 3Q 2023). Profit margin: 6.6% (up from 0.7% in 3Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. New Risk • Nov 27
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% 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. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Shareholders have been diluted in the past year (3.5% increase in shares outstanding). Reported Earnings • Nov 11
Second quarter 2024 earnings released: EPS: JP¥26.23 (vs JP¥14.59 in 2Q 2023) Second quarter 2024 results: EPS: JP¥26.23 (up from JP¥14.59 in 2Q 2023). Revenue: JP¥24.0b (up 8.7% from 2Q 2023). Net income: JP¥809.0m (up 80% from 2Q 2023). Profit margin: 3.4% (up from 2.0% in 2Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥14.00 per share at 0.8% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.5%). Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥22.41 (vs JP¥9.89 in 1Q 2023) First quarter 2024 results: EPS: JP¥22.41 (up from JP¥9.89 in 1Q 2023). Revenue: JP¥22.1b (up 14% from 1Q 2023). Net income: JP¥691.0m (up 127% from 1Q 2023). Profit margin: 3.1% (up from 1.6% in 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 17
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: JP¥10.28 loss per share (down from JP¥111 profit in FY 2022). Revenue: JP¥85.1b (up 8.4% from FY 2022). Net loss: JP¥317.0m (down 109% from profit in FY 2022). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 9.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Announcement • May 14
Mos Food Services, Inc., Annual General Meeting, Jun 28, 2023 Mos Food Services, Inc., Annual General Meeting, Jun 28, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥14.00 per share at 0.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%). Reported Earnings • Feb 19
Third quarter 2023 earnings released: EPS: JP¥5.06 (vs JP¥36.20 in 3Q 2022) Third quarter 2023 results: EPS: JP¥5.06 (down from JP¥36.20 in 3Q 2022). Revenue: JP¥22.7b (up 11% from 3Q 2022). Net income: JP¥156.0m (down 86% from 3Q 2022). Profit margin: 0.7% (down from 5.4% in 3Q 2022). Revenue is forecast to grow 5.3% 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 68% 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 • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Kana Odawara was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: JP¥14.59 (vs JP¥39.34 in 2Q 2022) Second quarter 2023 results: EPS: JP¥14.59 (down from JP¥39.34 in 2Q 2022). Revenue: JP¥22.1b (up 11% from 2Q 2022). Net income: JP¥450.0m (down 63% from 2Q 2022). Profit margin: 2.0% (down from 6.1% in 2Q 2022). Revenue is forecast to grow 5.7% 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 89% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥14.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 13 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.5%). Reported Earnings • Aug 15
First quarter 2023 earnings released: EPS: JP¥9.89 (vs JP¥24.65 in 1Q 2022) First quarter 2023 results: EPS: JP¥9.89 (down from JP¥24.65 in 1Q 2022). Revenue: JP¥19.4b (up 4.0% from 1Q 2022). Net income: JP¥305.0m (down 60% from 1Q 2022). Profit margin: 1.6% (down from 4.1% in 1Q 2022). Over the next year, revenue is forecast to grow 8.7%, 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 107% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 16
Full year 2022 earnings: EPS exceeds analyst expectations Full year 2022 results: EPS: JP¥111 (up from JP¥32.34 in FY 2021). Revenue: JP¥78.4b (up 9.0% from FY 2021). Net income: JP¥3.42b (up 243% from FY 2021). Profit margin: 4.4% (up from 1.4% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 3.2%, compared to a 49% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has increased by 119% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • May 15
Mos Food Services, Inc., Annual General Meeting, Jun 29, 2022 Mos Food Services, Inc., Annual General Meeting, Jun 29, 2022. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Isamu Nakayama was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Mos Food Services, Inc. to Report Q3, 2023 Results on Feb 10, 2023 Mos Food Services, Inc. announced that they will report Q3, 2023 results on Feb 10, 2023 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥16.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%). Reported Earnings • Feb 12
Third quarter 2022 earnings: EPS exceeds analyst expectations Third quarter 2022 results: EPS: JP¥36.19 (up from JP¥30.30 in 3Q 2021). Revenue: JP¥20.6b (up 3.2% from 3Q 2021). Net income: JP¥1.12b (up 20% from 3Q 2021). Profit margin: 5.4% (up from 4.7% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 113%. Over the next year, revenue is forecast to grow 3.7%, compared to a 69% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 16
Second quarter 2022 earnings released: EPS JP¥39.34 (vs JP¥7.91 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥19.9b (up 13% from 2Q 2021). Net income: JP¥1.21b (up JP¥1.46b from 2Q 2021). Profit margin: 6.1% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 14 December 2021. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (0.5%). Reported Earnings • Jun 30
Full year 2021 earnings released: EPS JP¥32.34 (vs JP¥11.84 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥72.0b (up 4.3% from FY 2020). Net income: JP¥997.0m (up 173% from FY 2020). Profit margin: 1.4% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 60% 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. Reported Earnings • May 17
Full year 2021 earnings released: EPS JP¥32.34 (vs JP¥11.84 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥72.0b (up 4.3% from FY 2020). Net income: JP¥997.0m (up 173% from FY 2020). Profit margin: 1.4% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥11.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (0.5%). Announcement • Mar 04
Mos Food Services, Inc. to Report Fiscal Year 2021 Results on May 14, 2021 Mos Food Services, Inc. announced that they will report fiscal year 2021 results on May 14, 2021 Is New 90 Day High Low • Feb 15
New 90-day high: JP¥3,155 The company is up 12% from its price of JP¥2,828 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 6.0% over the same period. Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥30.29 (vs JP¥7.14 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥19.9b (up 11% from 3Q 2020). Net income: JP¥934.0m (up 325% from 3Q 2020). Profit margin: 4.7% (up from 1.2% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Jan 19
New 90-day high: JP¥3,115 The company is up 11% from its price of JP¥2,819 on 21 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 3.0% over the same period. Is New 90 Day High Low • Dec 29
New 90-day high: JP¥2,961 The company is up 2.0% from its price of JP¥2,905 on 30 September 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 4.0% over the same period. Is New 90 Day High Low • Dec 04
New 90-day low: JP¥2,698 The company is down 6.0% from its price of JP¥2,868 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 14% over the same period. Announcement • Sep 19
Pitharn Ongkosit agreed to acquire 74.3% stake in Mos Food Services (Thailand) Co. Ltd. from Mos Food Services, Inc. (TSE:8153). Pitharn Ongkosit agreed to acquire 74.3% stake in Mos Food Services (Thailand) Co. Ltd. from Mos Food Services, Inc. (TSE:8153) on April 5, 2019. Upon completion of the transaction, Mos Food Services, Inc. will retain 25.7% stake. 
