Reported Earnings • May 17
Full year 2026 earnings: EPS and revenues miss analyst expectations Full year 2026 results: EPS: JP¥130 (up from JP¥103 in FY 2025). Revenue: JP¥251.4b (down 1.8% from FY 2025). Net income: JP¥4.53b (up 24% from FY 2025). Profit margin: 1.8% (up from 1.4% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Retailing 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 fallen by 17% per year, which means it is significantly lagging earnings. Ankündigung • May 14
Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026 Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026. Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥99.13 (vs JP¥32.94 in 3Q 2025) Third quarter 2026 results: EPS: JP¥99.13 (up from JP¥32.94 in 3Q 2025). Revenue: JP¥62.8b (down 7.5% from 3Q 2025). Net income: JP¥3.44b (up 201% from 3Q 2025). Profit margin: 5.5% (up from 1.7% in 3Q 2025). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: JP¥5.10 (vs JP¥58.24 in 2Q 2025) Second quarter 2026 results: EPS: JP¥5.10 (down from JP¥58.24 in 2Q 2025). Revenue: JP¥65.4b (up 4.7% from 2Q 2025). Net income: JP¥177.0m (down 91% from 2Q 2025). Profit margin: 0.3% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Ankündigung • Oct 03
An undisclosed buyer completed the acquisition of 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182). An undisclosed buyer agreed to acquire 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182) on June 26, 2025. The proceeds from the sale will be used to repay borrowings. For the period ending 2024, DAISHINTO/SHiDAX reported total revenue of ¥32.02 billion and net income of ¥2.74 billion. As of December 31, 2024, DAISHINTO/SHiDAX reported total common equity of ¥21.9 billion.The expected completion of the transaction is October 1, 2025.
An undisclosed buyer completed the acquisition of 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182) on October 1, 2025. New Risk • Sep 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 15
First quarter 2026 earnings released: EPS: JP¥21.59 (vs JP¥9.32 in 1Q 2025) First quarter 2026 results: EPS: JP¥21.59 (up from JP¥9.32 in 1Q 2025). Revenue: JP¥66.4b (up 5.1% from 1Q 2025). Net income: JP¥750.0m (up 121% from 1Q 2025). Profit margin: 1.1% (up from 0.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing 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 fallen by 3% per year, which means it is significantly lagging earnings. Ankündigung • May 31
Oisix ra daichi Inc. to Report Q1, 2026 Results on Aug 13, 2025 Oisix ra daichi Inc. announced that they will report Q1, 2026 results on Aug 13, 2025 New Risk • May 20
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 2.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin). Reported Earnings • May 20
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥103 (down from JP¥112 in FY 2024). Revenue: JP¥256.0b (up 73% from FY 2024). Net income: JP¥3.64b (down 11% from FY 2024). Profit margin: 1.4% (down from 2.8% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Ankündigung • May 15
Oisix ra daichi Inc., Annual General Meeting, Jun 26, 2025 Oisix ra daichi Inc., Annual General Meeting, Jun 26, 2025. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥1,053, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 64% over the past three years. Reported Earnings • Apr 02
Third quarter 2025 earnings released: EPS: JP¥32.22 (vs JP¥44.15 in 3Q 2024) Third quarter 2025 results: EPS: JP¥32.22 (down from JP¥44.15 in 3Q 2024). Revenue: JP¥67.9b (up 111% from 3Q 2024). Net income: JP¥1.12b (down 31% from 3Q 2024). Profit margin: 1.6% (down from 5.0% in 3Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings. New Risk • Apr 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Ankündigung • Mar 31
Oisix ra daichi Inc. Appoints Tetsuya Nakagawa as CFO, Effective April 1st, 2025 Oisix ra daichi Inc. announced that the appointed Tetsuya Nakagawa as CFO, effective April 1st, 2025, based on the resolution at the Board of Directors Meeting held on March 27th, 2025. Ankündigung • Mar 27
Oisix ra daichi Inc. to Report Q3, 2025 Results on Mar 31, 2025 Oisix ra daichi Inc. announced that they will report Q3, 2025 results on Mar 31, 2025 Major Estimate Revision • Dec 11
Consensus EPS estimates increase by 21% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥102 to JP¥124. Revenue forecast steady at JP¥254.4b. Net income forecast to shrink 22% next year vs 11% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,250 unchanged from last update. Share price fell 6.1% to JP¥1,472 over the past week. Major Estimate Revision • Nov 23
Consensus EPS estimates increase by 30% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥78.35 to JP¥102. Revenue forecast steady at JP¥254.4b. Net income forecast to shrink 1.2% next year vs 11% growth forecast for Consumer Retailing industry in Japan . Consensus price target up from JP¥1,800 to JP¥2,250. Share price rose 9.5% to JP¥1,633 over the past week. Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥1,489, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 59% over the past three years. New Risk • Nov 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results. Ankündigung • Oct 16
Oisix ra daichi Inc. to Report Q4, 2025 Results on May 15, 2025 Oisix ra daichi Inc. announced that they will report Q4, 2025 results on May 15, 2025 Reported Earnings • Aug 18
First quarter 2025 earnings released: EPS: JP¥9.68 (vs JP¥22.35 in 1Q 2024) First quarter 2025 results: EPS: JP¥9.68 (down from JP¥22.35 in 1Q 2024). Revenue: JP¥63.2b (up 116% from 1Q 2024). Net income: JP¥352.0m (down 57% from 1Q 2024). Profit margin: 0.6% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥1,063, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 74% over the past three years. Board Change • Jul 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. 6 experienced directors. 6 highly experienced directors. Full-Time External Auditor Chika Otobe was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Ankündigung • Jun 28
Oisix ra daichi Inc. to Report Q1, 2025 Results on Aug 14, 2024 Oisix ra daichi Inc. announced that they will report Q1, 2025 results on Aug 14, 2024 Major Estimate Revision • Jun 13
Consensus EPS estimates increase by 25% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥246.0b to JP¥250.0b. EPS estimate increased from JP¥65.60 to JP¥82.10 per share. Net income forecast to shrink 27% next year vs 5.6% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,230 unchanged from last update. Share price fell 7.7% to JP¥1,194 over the past week. New Risk • May 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results. Reported Earnings • May 17
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥113 (up from JP¥49.43 in FY 2023). Revenue: JP¥148.4b (up 29% from FY 2023). Net income: JP¥4.12b (up 128% from FY 2023). Profit margin: 2.8% (up from 1.6% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 27% per year. Ankündigung • May 16
Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2024 Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2024. Ankündigung • May 15
Oisix ra daichi Inc. (TSE:3182) announces an Equity Buyback for 1,825,000 shares, representing 4.99% for ¥3,000 million. Oisix ra daichi Inc. (TSE:3182) announces a share repurchase program. Under the program, the company will repurchase up to 1,825,000 shares, representing 4.99% of its issued shares for ¥3,000 million. The shares will be repurchased at a price of ¥3,070 per share. The purpose of the program is to return profits to shareholders. The shares repurchased will be used for the future strategic M&A transactions, etc. The company plans to use its own funds to cover the entire cost of the repurchases of its own shares. The program will expire on October 31, 2024. As of March 31, 2024, the company had 36,557,962 shares outstanding and 1,470,130 shares in treasury. Ankündigung • Mar 07
Oisix ra daichi Inc. (TSE:3182) acquired an unknown stake in Agrigate Co., Ltd. Oisix ra daichi Inc. (TSE:3182) acquired an unknown stake in Agrigate Co., Ltd. on March 7, 2024.Oisix ra daichi Inc. (TSE:3182) completed the acquisition of an unknown stake in Agrigate Co., Ltd. on March 7, 2024. Ankündigung • Mar 02
Oisix ra daichi Inc. to Report Fiscal Year 2024 Results on May 14, 2024 Oisix ra daichi Inc. announced that they will report fiscal year 2024 results on May 14, 2024 Ankündigung • Feb 29
Oisix Ra Daichi Inc. Announces Changes to its Board Oisix Ra Daichi Inc.'s has announced that Kazuyoshi Fujita, the company's chairman, has tendered his resignation.In order to clarify the supervisory responsibility for Fujita, the Company's representative director and president, Kohei Takashima, will be appointed at the end of this fiscal year. Major Estimate Revision • Feb 27
Consensus EPS estimates fall by 37% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥149.7b to JP¥147.0b. EPS estimate also fell from JP¥152 per share to JP¥95.70 per share. Net income forecast to shrink 7.2% next year vs 5.2% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,230 unchanged from last update. Share price rose 2.6% to JP¥1,415 over the past week. Reported Earnings • Feb 14
Third quarter 2024 earnings released: EPS: JP¥44.15 (vs JP¥28.72 in 3Q 2023) Third quarter 2024 results: EPS: JP¥44.15 (up from JP¥28.72 in 3Q 2023). Revenue: JP¥32.2b (flat on 3Q 2023). Net income: JP¥1.61b (up 54% from 3Q 2023). Profit margin: 5.0% (up from 3.3% in 3Q 2023). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings. New Risk • Feb 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 6.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.5% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change). Ankündigung • Jan 01
Oisix ra daichi Inc. to Report Q3, 2024 Results on Feb 13, 2024 Oisix ra daichi Inc. announced that they will report Q3, 2024 results on Feb 13, 2024 Major Estimate Revision • Dec 12
Consensus EPS estimates increase by 21% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥121.3b to JP¥130.4b. EPS estimate increased from JP¥93.25 to JP¥113 per share. Net income forecast to grow 65% next year vs 6.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥2,230 unchanged from last update. Share price fell 5.5% to JP¥1,318 over the past week. Reported Earnings • Nov 11
Second quarter 2024 earnings released: EPS: JP¥15.98 (vs JP¥8.34 in 2Q 2023) Second quarter 2024 results: EPS: JP¥15.98 (up from JP¥8.34 in 2Q 2023). Revenue: JP¥28.2b (up 2.3% from 2Q 2023). Net income: JP¥584.0m (up 92% from 2Q 2023). Profit margin: 2.1% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥1,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Retailing industry in Japan. Total loss to shareholders of 58% over the past three years. Ankündigung • Aug 30
Oisix ra daichi Inc. to Report Q2, 2024 Results on Nov 10, 2023 Oisix ra daichi Inc. announced that they will report Q2, 2024 results on Nov 10, 2023 Ankündigung • Aug 12
Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024 Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales to be JPY 126,500 million, Operating profit to be JPY 6,000 million, net income to be JPY 3,800 million or JPY 103.94 per basic share. Reported Earnings • Aug 11
First quarter 2024 earnings released: EPS: JP¥22.35 (vs JP¥16.06 in 1Q 2023) First quarter 2024 results: EPS: JP¥22.35 (up from JP¥16.06 in 1Q 2023). Revenue: JP¥29.3b (up 4.9% from 1Q 2023). Net income: JP¥817.0m (up 39% from 1Q 2023). Profit margin: 2.8% (up from 2.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing 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 5% per year, which means it has not declined as severely as earnings. Ankündigung • Jun 03
Oisix ra daichi Inc. to Report Q1, 2024 Results on Aug 10, 2023 Oisix ra daichi Inc. announced that they will report Q1, 2024 results on Aug 10, 2023 Valuation Update With 7 Day Price Move • May 23
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥2,473, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Consumer Retailing industry in Japan. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,608 per share. Buying Opportunity • May 17
Now 21% undervalued Over the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥3,608, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 9.6%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 198% in the next 2 years. Ankündigung • May 16
Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024 Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2024. The company expects net sales to be JPY 126,500 million, Operating profit to be JPY 6,000 million, net income to be JPY 3,800 million or JPY 103.94 per basic share. Reported Earnings • May 13
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: EPS: JP¥49.43 (down from JP¥74.63 in FY 2022). Revenue: JP¥115.2b (up 1.5% from FY 2022). Net income: JP¥1.81b (down 34% from FY 2022). Profit margin: 1.6% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Ankündigung • May 13
Oisix ra daichi Inc., Annual General Meeting, Jun 27, 2023 Oisix ra daichi Inc., Annual General Meeting, Jun 27, 2023. Major Estimate Revision • Mar 16
Consensus EPS estimates increase by 13% The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥60.53 to JP¥68.20. Revenue forecast steady at JP¥117.3b. Net income forecast to grow 174% next year vs 8.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥3,550 unchanged from last update. Share price was steady at JP¥2,206 over the past week. Reported Earnings • Feb 10
Third quarter 2023 earnings released: EPS: JP¥28.72 (vs JP¥31.14 in 3Q 2022) Third quarter 2023 results: EPS: JP¥28.72 (down from JP¥31.14 in 3Q 2022). Revenue: JP¥32.0b (up 2.5% from 3Q 2022). Net income: JP¥1.05b (down 7.7% from 3Q 2022). Profit margin: 3.3% (down from 3.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Feb 09
Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023 Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share. Ankündigung • Dec 23
Oisix ra daichi Inc. to Report Q3, 2023 Results on Feb 09, 2023 Oisix ra daichi Inc. announced that they will report Q3, 2023 results on Feb 09, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥8.34 (vs JP¥23.62 in 2Q 2022) Second quarter 2023 results: EPS: JP¥8.34 (down from JP¥23.62 in 2Q 2022). Revenue: JP¥27.5b (down 2.5% from 2Q 2022). Net income: JP¥305.0m (down 65% from 2Q 2022). Profit margin: 1.1% (down from 3.1% in 2Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year. Reported Earnings • Nov 12
Second quarter 2023 earnings released: EPS: JP¥8.34 (vs JP¥23.62 in 2Q 2022) Second quarter 2023 results: EPS: JP¥8.34 (down from JP¥23.62 in 2Q 2022). Revenue: JP¥27.5b (down 2.5% from 2Q 2022). Net income: JP¥305.0m (down 65% from 2Q 2022). Profit margin: 1.1% (down from 3.1% in 2Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 14% per year. Ankündigung • Nov 11
Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023 Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share. Ankündigung • Sep 22
Oisix ra daichi Inc. to Report Q2, 2023 Results on Nov 10, 2022 Oisix ra daichi Inc. announced that they will report Q2, 2023 results on Nov 10, 2022 Ankündigung • Sep 21
Oisix ra daichi Inc. (TSE:3182) made a bid to acquire 33.34% stake in Shidax Corporation (TSE:4837) from Unison Capital Partners IV, LPS and Unison Capital Partners IV(F), L.P. managed by Unison Capital, Inc. for ¥541. Oisix ra daichi Inc. (TSE:3182) made a bid to acquire 33.34% stake in Shidax Corporation (TSE:4837) from Unison Capital Partners IV, LPS and Unison Capital Partners IV(F), L.P. managed by Unison Capital, Inc. for ¥541 on August 29, 2022. Tender offer will be commenced from August 30, 2022, and will close on October 1, 2022. Reported Earnings • Aug 12
First quarter 2023 earnings released: EPS: JP¥16.06 (vs JP¥35.39 in 1Q 2022) First quarter 2023 results: EPS: JP¥16.06 (down from JP¥35.39 in 1Q 2022). Revenue: JP¥27.9b (flat on 1Q 2022). Net income: JP¥587.0m (down 55% from 1Q 2022). Profit margin: 2.1% (down from 4.6% in 1Q 2022). Over the next year, revenue is forecast to grow 6.8%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Ankündigung • Aug 11
Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023 Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share. Ankündigung • Jul 21
Oisix ra daichi Inc. to Report Q4, 2023 Results on May 11, 2023 Oisix ra daichi Inc. announced that they will report Q4, 2023 results on May 11, 2023 Major Estimate Revision • Jun 22
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥62.94 to JP¥74.95. Revenue forecast steady at JP¥119.4b. Net income forecast to shrink 12% next year vs 7.1% growth forecast for Online Retail industry in Japan . Consensus price target down from JP¥5,882 to JP¥5,000. Share price fell 5.2% to JP¥1,446 over the past week. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥1,526, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 4.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,533 per share. Ankündigung • Jun 01
Oisix ra daichi Inc. to Report Q1, 2023 Results on Aug 10, 2022 Oisix ra daichi Inc. announced that they will report Q1, 2023 results on Aug 10, 2022 Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorated over the past week After last week's 22% share price decline to JP¥1,815, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,541 per share. Buying Opportunity • May 15
Now 25% undervalued after recent price drop Over the last 90 days, the stock is down 23%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 67% in the next 2 years. Ankündigung • May 14
Oisix ra daichi Inc., Annual General Meeting, Jun 28, 2022 Oisix ra daichi Inc., Annual General Meeting, Jun 28, 2022. Reported Earnings • May 14
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: JP¥74.63 (down from JP¥134 in FY 2021). Revenue: JP¥113.5b (up 13% from FY 2021). Net income: JP¥2.73b (down 46% from FY 2021). Profit margin: 2.4% (down from 5.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.8%, compared to a 14% growth forecast for the retail industry in Japan. 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 15% per year, which means it is significantly lagging earnings growth. Ankündigung • May 13
Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023 Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share. Price Target Changed • Apr 27
Price target increased to JP¥5,000 Up from JP¥3,150, the current price target is an average from 3 analysts. New target price is 81% above last closing price of JP¥2,765. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of JP¥89.75 for next year compared to JP¥134 last year. Major Estimate Revision • Mar 30
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥101 to JP¥89.75 per share. Revenue forecast steady at JP¥113.5b. Net income forecast to shrink 25% next year vs 17% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥5,000 unchanged from last update. Share price rose 3.2% to JP¥3,105 over the past week. Major Estimate Revision • Feb 17
Consensus EPS estimates fall by 35% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥115.1b to JP¥112.9b. EPS estimate also fell from JP¥102 per share to JP¥67.04 per share. Net income forecast to shrink 16% next year vs 12% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥6,000 unchanged from last update. Share price was steady at JP¥2,611 over the past week. Reported Earnings • Feb 12
Third quarter 2022 earnings: EPS exceeds analyst expectations Third quarter 2022 results: EPS: JP¥31.14 (down from JP¥38.11 in 3Q 2021). Revenue: JP¥31.2b (up 15% from 3Q 2021). Net income: JP¥1.14b (down 21% from 3Q 2021). Profit margin: 3.6% (down from 5.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 6.4%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Ankündigung • Feb 11
Oisix ra daichi Inc. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2022 Oisix ra daichi Inc. revised consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expects net sales of JPY 113,000 million, operating income to be in the range of JPY 3,500 million - JPY 4,000 million, profit attributable to owners of parent of JPY 2,500 million or JPY 68.41 per share compared to previous guidance of net sales of JPY 105,000 million, operating income of JPY 5,000 million, profit attributable to owners of parent of JPY 3,000 million or JPY 82.13 per share. Valuation Update With 7 Day Price Move • Jan 25
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥2,273, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 20% over the past three years. Major Estimate Revision • Nov 26
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥124 to JP¥111 per share. Revenue forecast steady at JP¥112.0b. Net income forecast to shrink 8.2% next year vs 13% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥4,900 unchanged from last update. Share price fell 6.1% to JP¥3,370 over the past week. Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥3,700, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,669 per share. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS JP¥23.62 (vs JP¥33.37 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥28.3b (up 16% from 2Q 2021). Net income: JP¥863.0m (down 32% from 2Q 2021). Profit margin: 3.1% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.