Annuncio • May 09
J. Front Retailing Co., Ltd. to Report Q1, 2027 Results on Jun 30, 2026 J. Front Retailing Co., Ltd. announced that they will report Q1, 2027 results on Jun 30, 2026 Reported Earnings • Apr 15
Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2026 results: EPS: JP¥113 (down from JP¥160 in FY 2025). Revenue: JP¥445.1b (flat on FY 2025). Net income: JP¥28.3b (down 32% from FY 2025). Profit margin: 6.4% (down from 9.4% in FY 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 3.1%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year. Annuncio • Apr 14
J. Front Retailing Co., Ltd., Annual General Meeting, May 28, 2026 J. Front Retailing Co., Ltd., Annual General Meeting, May 28, 2026. Annuncio • Apr 03
J. Front Retailing Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026 J. Front Retailing Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026 Upcoming Dividend • Feb 19
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%). Valuation Update With 7 Day Price Move • Feb 05
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥2,624, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Multiline Retail industry in Japan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,458 per share. Reported Earnings • Dec 27
Third quarter 2026 earnings: EPS exceeds analyst expectations Third quarter 2026 results: EPS: JP¥25.43 (down from JP¥30.96 in 3Q 2025). Revenue: JP¥108.2b (up 1.5% from 3Q 2025). Net income: JP¥6.33b (down 20% from 3Q 2025). Profit margin: 5.9% (down from 7.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Annuncio • Nov 14
J. Front Retailing Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025 J. Front Retailing Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025 Declared Dividend • Nov 13
First half dividend of JP¥27.00 announced Shareholders will receive a dividend of JP¥27.00. Ex-date: 26th February 2026 Payment date: 8th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 15
Second quarter 2026 earnings: EPS exceeds analyst expectations Second quarter 2026 results: EPS: JP¥31.48 (down from JP¥68.98 in 2Q 2025). Revenue: JP¥109.1b (up 1.1% from 2Q 2025). Net income: JP¥7.87b (down 56% from 2Q 2025). Profit margin: 7.2% (down from 17% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Aug 21
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 November 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%). Annuncio • Jul 29
J. Front Retailing Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025 J. Front Retailing Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025 New Risk • Jul 08
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 6.2% 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 0.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change). Declared Dividend • Jun 18
Final dividend of JP¥27.00 announced Shareholders will receive a dividend of JP¥27.00. Ex-date: 28th August 2025 Payment date: 12th November 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.1% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • Jun 04
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥160 (up from JP¥114 in FY 2024). Revenue: JP¥441.9b (up 8.6% from FY 2024). Net income: JP¥41.4b (up 39% from FY 2024). Profit margin: 9.4% (up from 7.3% 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 11%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Annuncio • May 27
J. Front Retailing Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025 J. Front Retailing Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025 Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to JP¥2,177, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 137% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,589 per share. Buy Or Sell Opportunity • May 16
Now 37% overvalued after recent price rise Over the last 90 days, the stock has risen 4.8% to JP¥2,177. The fair value is estimated to be JP¥1,589, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 55%. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings are forecast to decline by 2.8% per annum over the same time period. Reported Earnings • Apr 15
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥160 (up from JP¥114 in FY 2024). Revenue: JP¥441.9b (up 8.6% from FY 2024). Net income: JP¥41.4b (up 39% from FY 2024). Profit margin: 9.4% (up from 7.3% 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 11%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 15
J. Front Retailing Co., Ltd. (TSE:3086) announces an Equity Buyback for 4,000,000 shares, representing 4.45% for ¥15,000 million. J. Front Retailing Co., Ltd. (TSE:3086) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 4.45% of its issued share capital (excluding treasury stock), for ¥15,000 million. The purpose of the program is to enhance medium to long term return on capital. The program will run until August 29, 2025. As of February 28, 2025, the company had 258,242,463 shares in issue (excluding treasury stock) and 12,323,301 shares in treasury. Buy Or Sell Opportunity • Mar 28
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to JP¥1,880. The fair value is estimated to be JP¥2,354, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 3.9% per annum over the same time period. Buy Or Sell Opportunity • Mar 10
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at JP¥1,884. The fair value is estimated to be JP¥2,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 3.9% per annum over the same time period. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥22.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%). Annuncio • Feb 03
J. Front Retailing Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025 J. Front Retailing Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025 Reported Earnings • Dec 26
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: JP¥30.96 (down from JP¥33.19 in 3Q 2024). Revenue: JP¥106.6b (up 12% from 3Q 2024). Net income: JP¥7.95b (down 8.7% from 3Q 2024). Profit margin: 7.5% (down from 9.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Multiline Retail 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 27% per year, which means it is significantly lagging earnings growth. Annuncio • Nov 19
J. Front Retailing Co., Ltd. to Report Q3, 2025 Results on Dec 25, 2024 J. Front Retailing Co., Ltd. announced that they will report Q3, 2025 results on Dec 25, 2024 Declared Dividend • Nov 13
First half dividend of JP¥22.00 announced Shareholders will receive a dividend of JP¥22.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 3 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range. Buy Or Sell Opportunity • Oct 16
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to JP¥1,601. The fair value is estimated to be JP¥2,039, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 6.4% per annum over the same time period. New Risk • Oct 09
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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.9% average weekly change). Reported Earnings • Oct 09
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: JP¥68.99 (up from JP¥24.80 in 2Q 2024). Revenue: JP¥107.9b (up 9.9% from 2Q 2024). Net income: JP¥17.8b (up 173% from 2Q 2024). Profit margin: 17% (up from 6.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 63%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Sep 30
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to JP¥1,547. The fair value is estimated to be JP¥2,015, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings are also forecast to grow by 0.8% per annum over the same time period. Upcoming Dividend • Aug 22
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 November 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%). Price Target Changed • Aug 16
Price target increased by 8.1% to JP¥2,002 Up from JP¥1,852, the current price target is an average from 6 analysts. New target price is 30% above last closing price of JP¥1,539. Stock is up 2.7% over the past year. The company is forecast to post earnings per share of JP¥114 for next year compared to JP¥114 last year. New Risk • Aug 05
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Buy Or Sell Opportunity • Aug 05
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to JP¥1,271. The fair value is estimated to be JP¥1,680, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are forecast to decline by 0.4% per annum over the same time period. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥1,520, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,710 per share. Annuncio • Jul 31
J. Front Retailing Co., Ltd. to Report Q2, 2025 Results on Oct 08, 2024 J. Front Retailing Co., Ltd. announced that they will report Q2, 2025 results on Oct 08, 2024 Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,937, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,580 per share. Price Target Changed • Jul 01
Price target increased by 7.2% to JP¥1,902 Up from JP¥1,774, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥1,925. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥114 last year. Buy Or Sell Opportunity • Jul 01
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 19% to JP¥1,925. The fair value is estimated to be JP¥1,521, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are forecast to decline by 0.4% per annum over the same time period. Reported Earnings • Jun 30
First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2025 results: EPS: JP¥43.11 (up from JP¥24.39 in 1Q 2024). Revenue: JP¥101.5b (up 8.6% from 1Q 2024). Net income: JP¥11.3b (up 77% from 1Q 2024). Profit margin: 11% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 28%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jun 06
Final dividend of JP¥20.00 announced Shareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 13th November 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • Jun 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Outside Director Eiichi Katayama was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • May 29
J. Front Retailing Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024 J. Front Retailing Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024 Annuncio • Apr 17
J. Front Retailing Co., Ltd. (TSE:3086) announces an Equity Buyback for 8,000,000 shares, representing 3.03% for ¥10,000 million. J. Front Retailing Co., Ltd. (TSE:3086) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 0.14% of its issued share capital (excluding treasury stock), for ¥10,000 million. The purpose of the program is to enhance medium to long term return on capital. The program will run until July 31, 2024. As of February 29, 2024, the company had 264,288,582 shares in issue (excluding treasury stock) and 6,277,182 shares in treasury. Annuncio • Apr 16
J. Front Retailing Co., Ltd., Annual General Meeting, May 23, 2024 J. Front Retailing Co., Ltd., Annual General Meeting, May 23, 2024. Reported Earnings • Apr 16
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥114 (up from JP¥54.32 in FY 2023). Revenue: JP¥407.0b (up 13% from FY 2023). Net income: JP¥29.9b (up 110% from FY 2023). Profit margin: 7.3% (up from 4.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.