Reported Earnings • Apr 15
Full year 2026 earnings: EPS misses analyst expectations Full year 2026 results: EPS: JP¥11.11 (down from JP¥13.29 in FY 2025). Revenue: JP¥165.4b (up 5.8% from FY 2025). Net income: JP¥4.68b (down 16% from FY 2025). Profit margin: 2.8% (down from 3.6% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Anuncio • Apr 14
create restaurants holdings inc., Annual General Meeting, May 27, 2026 create restaurants holdings inc., Annual General Meeting, May 27, 2026. Anuncio • Apr 03
create restaurants holdings inc. to Report Fiscal Year 2026 Results on Apr 14, 2026 create restaurants holdings inc. announced that they will report fiscal year 2026 results on Apr 14, 2026 Upcoming Dividend • Feb 19
Upcoming dividend of JP¥2.25 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 14 May 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (0.9%). Anuncio • Jan 16
create restaurants holdings inc. (TSE:3387) agreed to acquire Ron Corporation for approximately ¥890 million. create restaurants holdings inc. (TSE:3387) agreed to acquire Ron Corporation for approximately ¥890 million on January 14, 2026. A cash consideration of ¥887 million will be paid by create restaurants holdings inc.
For the period ending March 31, 2025, Ron Corporation reported total revenue of ¥1.24 billion, EBIT of ¥61 million and net income of ¥65 million. As of March 31, 2025, Ron Corporation reported total assets of ¥907 million and total common equity of ¥693 million.
The expected completion of the transaction is March 1, 2026. Reported Earnings • Jan 15
Third quarter 2026 earnings released: EPS: JP¥2.65 (vs JP¥3.67 in 3Q 2025) Third quarter 2026 results: EPS: JP¥2.65 (down from JP¥3.67 in 3Q 2025). Revenue: JP¥40.4b (up 3.7% from 3Q 2025). Net income: JP¥1.12b (down 28% from 3Q 2025). Profit margin: 2.8% (down from 4.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% 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 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Anuncio • Jan 14
Create Restaurants Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026 create restaurants holdings inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the period, the company expected revenue of JPY 165,000 million, operating profit of JPY 9,600 million, profit for the year of JPY 6,500 million, profit attributable to owners of the parent of JPY 5,800 million and basic profit per share of JPY 13.78. Declared Dividend • Nov 14
First half dividend of JP¥2.25 announced Shareholders will receive a dividend of JP¥2.25. Ex-date: 26th February 2026 Payment date: 14th May 2026 Dividend yield will be 0.9%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 9%. Anuncio • Nov 01
create restaurants holdings inc. to Report Q3, 2026 Results on Jan 14, 2026 create restaurants holdings inc. announced that they will report Q3, 2026 results at 9:00 AM, Tokyo Standard Time on Jan 14, 2026 Reported Earnings • Oct 15
Second quarter 2026 earnings released: EPS: JP¥2.63 (vs JP¥3.19 in 2Q 2025) Second quarter 2026 results: EPS: JP¥2.63 (down from JP¥3.19 in 2Q 2025). Revenue: JP¥41.4b (up 8.4% from 2Q 2025). Net income: JP¥1.11b (down 17% from 2Q 2025). Profit margin: 2.7% (down from 3.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. New Risk • Sep 16
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. Upcoming Dividend • Aug 21
Upcoming dividend of JP¥4.50 per share Eligible shareholders must have bought the stock before 28 August 2025. Payment date: 13 November 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (0.7%). Anuncio • Jul 26
create restaurants holdings inc. to Report Q2, 2026 Results on Oct 14, 2025 create restaurants holdings inc. announced that they will report Q2, 2026 results on Oct 14, 2025 Reported Earnings • Jul 15
First quarter 2026 earnings released: EPS: JP¥9.92 (vs JP¥8.81 in 1Q 2025) First quarter 2026 results: EPS: JP¥9.92 (up from JP¥8.81 in 1Q 2025). Revenue: JP¥41.8b (up 9.2% from 1Q 2025). Net income: JP¥2.09b (up 13% from 1Q 2025). Profit margin: 5.0% (up from 4.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% 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 increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jun 18
Final dividend increased to JP¥4.50 Dividend of JP¥4.50 is 13% higher than last year. Ex-date: 28th August 2025 Payment date: 13th November 2025 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 30%. Cash payout ratio: 8%. Reported Earnings • Jun 03
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥26.57 (up from JP¥23.97 in FY 2024). Revenue: JP¥156.4b (up 7.3% from FY 2024). Net income: JP¥5.59b (up 11% from FY 2024). Profit margin: 3.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.6% 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 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. New Risk • Jun 03
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Anuncio • Apr 26
create restaurants holdings inc. to Report Q1, 2026 Results on Jul 14, 2025 create restaurants holdings inc. announced that they will report Q1, 2026 results on Jul 14, 2025 Buy Or Sell Opportunity • Apr 24
Now 22% undervalued Over the last 90 days, the stock has risen 9.5% to JP¥1,411. The fair value is estimated to be JP¥1,800, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period. Major Estimate Revision • Apr 22
Consensus EPS estimates fall by 27% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from JP¥38.00 to JP¥27.60 per share. Revenue forecast steady at JP¥165.0b. Net income forecast to grow 3.8% next year vs 11% growth forecast for Hospitality industry in Japan. Consensus price target of JP¥1,200 unchanged from last update. Share price rose 7.7% to JP¥1,463 over the past week. Anuncio • Apr 15
create restaurants holdings inc. (TSE:3387) agreed to acquire Noroshi Co.,Ltd. from Koji Nakamura and an individual shareholder. create restaurants holdings inc. (TSE:3387) agreed to acquire Noroshi Co.,Ltd. from Koji Nakamura and an individual shareholder on April 14, 2025. For the period ending February 28, 2025, Noroshi Co.,Ltd. reported total revenue of ¥333 million. The expected completion of the transaction is May 1, 2025. Reported Earnings • Apr 15
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥26.57 (up from JP¥23.97 in FY 2024). Revenue: JP¥156.4b (up 7.3% from FY 2024). Net income: JP¥5.59b (up 11% from FY 2024). Profit margin: 3.6% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 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 fallen by 2% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (0.8%). Anuncio • Feb 03
create restaurants holdings inc. to Report Fiscal Year 2025 Results on Apr 14, 2025 create restaurants holdings inc. announced that they will report fiscal year 2025 results on Apr 14, 2025 Reported Earnings • Jan 15
Third quarter 2025 earnings released: EPS: JP¥7.33 (vs JP¥4.10 in 3Q 2024) Third quarter 2025 results: EPS: JP¥7.33 (up from JP¥4.10 in 3Q 2024). Revenue: JP¥38.9b (up 9.8% from 3Q 2024). Net income: JP¥1.54b (up 79% from 3Q 2024). Profit margin: 4.0% (up from 2.4% in 3Q 2024). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Declared Dividend • Nov 14
First half dividend of JP¥4.00 announced Shareholders will receive a dividend of JP¥4.00. Ex-date: 27th February 2025 Payment date: 15th May 2025 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 45%. Cash payout ratio: 8%. Anuncio • Oct 26
create restaurants holdings inc. to Report Q3, 2025 Results on Jan 14, 2025 create restaurants holdings inc. announced that they will report Q3, 2025 results on Jan 14, 2025 New Risk • Oct 18
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Reported Earnings • Oct 14
Second quarter 2025 earnings released: EPS: JP¥6.37 (vs JP¥4.22 in 2Q 2024) Second quarter 2025 results: EPS: JP¥6.37 (up from JP¥4.22 in 2Q 2024). Revenue: JP¥38.2b (up 5.0% from 2Q 2024). Net income: JP¥1.34b (up 51% from 2Q 2024). Profit margin: 3.5% (up from 2.4% in 2Q 2024). 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 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year. Anuncio • Oct 12
Create Restaurants Holdings Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025 create restaurants holdings inc. revised consolidated earnings guidance for the fiscal year ending February 28, 2025. For the period, the company expected revenue of JPY 156,000 million, operating profit of JPY 9,300 million, profit for the year of JPY 7,000 million, profit attributable to owners of the parent of JPY 6,100 million and basic profit per share of JPY 29.00 against revenue of JPY 153,000 million, operating profit of JPY 9,300 million, profit for the year of JPY 7,000 million, profit attributable to owners of the parent of JPY 6,100 million and basic profit per share of JPY 29.01 expected previously. Reasons for the revisions of full-year consolidated earnings forecasts: As announced on August 6, 2024 in the "Notice of Business Acquisition by its US Subsidiary" and September 6, 2024 in the "Notice of Acquisition of Shares of Ichigen Food Company Co. Ltd.," the 2 new businesses will be consolidated from the second half of the fiscal year, and as a result, sales revenue is expected to exceed the previously announced forecast. Each profit has been left unchanged, taking into account PMI costs (system-related expenses, etc.) of the 2 newly joined businesses. Anuncio • Oct 11
Create Restaurants Holdings Inc. Declares Interim Dividend for the Year Ending February 2025, Payable on November 13, 2024 Create restaurants holdings inc. resolved to pay dividends from surplus (interim dividend) of JPY 4.00 per share for the year ending February 2025 with a record date of August 31, 2024 as compared to JPY 3.50 paid a year ago. Effective date of payment: November 13, 2024. Upcoming Dividend • Aug 22
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 November 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (0.8%). Anuncio • Jul 27
create restaurants holdings inc. to Report Q2, 2025 Results on Oct 11, 2024 create restaurants holdings inc. announced that they will report Q2, 2025 results on Oct 11, 2024 New Risk • Jul 21
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 33% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Reported Earnings • Jul 14
First quarter 2025 earnings released: EPS: JP¥8.81 (vs JP¥10.23 in 1Q 2024) First quarter 2025 results: EPS: JP¥8.81 (down from JP¥10.23 in 1Q 2024). Revenue: JP¥38.3b (up 4.6% from 1Q 2024). Net income: JP¥1.85b (down 14% from 1Q 2024). Profit margin: 4.8% (down from 5.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% 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 37% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jun 06
Final dividend of JP¥4.00 announced Shareholders will receive a dividend of JP¥4.00. Ex-date: 29th August 2024 Payment date: 13th November 2024 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 39%. Cash payout ratio: 8%. New Risk • Jun 06
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Anuncio • Apr 29
create restaurants holdings inc. to Report Q1, 2025 Results on Jul 12, 2024 create restaurants holdings inc. announced that they will report Q1, 2025 results on Jul 12, 2024 Reported Earnings • Apr 14
Full year 2024 earnings: EPS in line with analyst expectations despite revenue beat Full year 2024 results: EPS: JP¥23.97 (up from JP¥16.11 in FY 2023). Revenue: JP¥145.8b (up 23% from FY 2023). Net income: JP¥5.04b (up 49% from FY 2023). Profit margin: 3.5% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Anuncio • Apr 12
create restaurants holdings inc., Annual General Meeting, May 29, 2024 create restaurants holdings inc., Annual General Meeting, May 29, 2024. Buy Or Sell Opportunity • Apr 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.9% to JP¥1,030. The fair value is estimated to be JP¥1,294, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 140% in the next 2 years. Buy Or Sell Opportunity • Feb 29
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at JP¥1,049. The fair value is estimated to be JP¥1,323, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 140% in the next 2 years. Upcoming Dividend • Feb 21
Upcoming dividend of JP¥3.50 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (0.6%). Anuncio • Jan 31
create restaurants holdings inc. to Report Fiscal Year 2024 Results on Apr 12, 2024 create restaurants holdings inc. announced that they will report fiscal year 2024 results on Apr 12, 2024 Buy Or Sell Opportunity • Jan 29
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 7.1% to JP¥1,118. The fair value is estimated to be JP¥928, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 140% in the next 2 years. Reported Earnings • Jan 15
Third quarter 2024 earnings released: EPS: JP¥4.10 (vs JP¥1.31 in 3Q 2023) Third quarter 2024 results: EPS: JP¥4.10 (up from JP¥1.31 in 3Q 2023). Revenue: JP¥35.5b (up 20% from 3Q 2023). Net income: JP¥863.0m (up 214% from 3Q 2023). Profit margin: 2.4% (up from 0.9% in 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Anuncio • Oct 29
create restaurants holdings inc. to Report Q3, 2024 Results on Jan 12, 2024 create restaurants holdings inc. announced that they will report Q3, 2024 results on Jan 12, 2024 New Risk • Oct 18
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: Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin). Reported Earnings • Oct 15
Second quarter 2024 earnings released: EPS: JP¥4.22 (vs JP¥0.42 in 2Q 2023) Second quarter 2024 results: EPS: JP¥4.22 (up from JP¥0.42 in 2Q 2023). Revenue: JP¥36.4b (up 29% from 2Q 2023). Net income: JP¥887.0m (up JP¥799.0m from 2Q 2023). Profit margin: 2.4% (up from 0.3% in 2Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥3.00 per share at 0.5% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 14 November 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%). Anuncio • Jul 30
create restaurants holdings inc. to Report Q2, 2024 Results on Oct 13, 2023 create restaurants holdings inc. announced that they will report Q2, 2024 results on Oct 13, 2023 Major Estimate Revision • Jul 21
Consensus EPS estimates increase by 14% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥20.00 to JP¥22.80. Revenue forecast steady at JP¥142.2b. Net income forecast to grow 150% next year vs 17% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥1,000 to JP¥1,300. Share price rose 13% to JP¥1,123 over the past week. Reported Earnings • Jul 16
First quarter 2024 earnings released: EPS: JP¥10.23 (vs JP¥16.28 in 1Q 2023) First quarter 2024 results: EPS: JP¥10.23 (down from JP¥16.28 in 1Q 2023). Revenue: JP¥36.6b (up 40% from 1Q 2023). Net income: JP¥2.15b (down 37% from 1Q 2023). Profit margin: 5.9% (down from 13% in 1Q 2023). Revenue is forecast to grow 7.1% 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 99% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 02
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: EPS: JP¥16.11 (down from JP¥30.58 in FY 2022). Revenue: JP¥118.2b (up 51% from FY 2022). Net income: JP¥3.39b (down 43% from FY 2022). Profit margin: 2.9% (down from 7.6% in FY 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 9.0% 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 84% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 16
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: EPS: JP¥16.11 (down from JP¥30.58 in FY 2022). Revenue: JP¥118.2b (up 51% from FY 2022). Net income: JP¥3.39b (down 43% from FY 2022). Profit margin: 2.9% (down from 7.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 19%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥3.00 per share at 0.6% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (0.5%). Anuncio • Feb 14
Create Restaurants Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023 Create Restaurants Holdings Inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects revenue of JPY 115,000 million, operating profit of JPY 7,300 million, profit for the year of JPY 5,100 million, Profit attributable to owners of parent to be JPY 4,500 and basic profit per share of JPY 21.41. Anuncio • Jan 31
create restaurants holdings inc. to Report Fiscal Year 2023 Results on Apr 14, 2023 create restaurants holdings inc. announced that they will report fiscal year 2023 results on Apr 14, 2023 Reported Earnings • Jan 14
Third quarter 2023 earnings released: EPS: JP¥1.31 (vs JP¥13.74 in 3Q 2022) Third quarter 2023 results: EPS: JP¥1.31 (down from JP¥13.74 in 3Q 2022). Revenue: JP¥29.6b (up 40% from 3Q 2022). Net income: JP¥275.0m (down 90% from 3Q 2022). Profit margin: 0.9% (down from 12% in 3Q 2022). Revenue is forecast to grow 15% 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 63% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Buying Opportunity • Jan 04
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 10%. The fair value is estimated to be JP¥1,136, 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. Earnings per share has grown by 43%. Revenue is forecast to grow by 46% in 2 years. Earnings is forecast to grow by 49% in the next 2 years. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Audit & Supervisory Committee Member and Independent Outside Director Noriyuki Katayama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Anuncio • Oct 30
create restaurants holdings inc. to Report Q3, 2023 Results on Jan 13, 2023 create restaurants holdings inc. announced that they will report Q3, 2023 results on Jan 13, 2023 Anuncio • Oct 28
create restaurants holdings inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023 create restaurants holdings inc. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects revenue of JPY 115,000 million, operating profit of JPY 7,300 million, profit for the year of JPY 5,100 million and basic profit per share of JPY 21.41. Major Estimate Revision • Oct 21
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥29.50 to JP¥19.50 per share. Revenue forecast steady at JP¥114.5b. Net income forecast to grow 12% next year vs 2.2% decline forecast for Hospitality industry in Japan. Consensus price target down from JP¥1,300 to JP¥1,200. Share price fell 8.0% to JP¥904 over the past week. Anuncio • Oct 19
create restaurants holdings inc. Reaffirms Earnings Guidance for the Full Year of Fiscal 2023 create restaurants holdings inc. reaffirms earnings guidance for the full year of fiscal 2023. For the period, the company expects JPY 115.0 billion in revenue, JPY 7.3 billion in operating income, JPY 4.5 billion in net income attributable to owners of the parent. Reported Earnings • Oct 17
Second quarter 2023 earnings released: EPS: JP¥0.42 (vs JP¥20.10 in 2Q 2022) Second quarter 2023 results: EPS: JP¥0.42 (down from JP¥20.10 in 2Q 2022). Revenue: JP¥28.2b (up 68% from 2Q 2022). Net income: JP¥89.0m (down 98% from 2Q 2022). Profit margin: 0.3% (down from 22% in 2Q 2022). Revenue is forecast to grow 13% 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 43% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (0.5%).