View ValuationYaokoLtd 将来の成長Future 基準チェック /16YaokoLtd利益と収益がそれぞれ年間7.2%と4.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.8% 7.3%なると予測されています。主要情報7.2%収益成長率7.31%EPS成長率Consumer Retailing 収益成長10.0%収益成長率4.9%将来の株主資本利益率10.78%アナリストカバレッジLow最終更新日04 Sep 2025今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Sep 04Yaoko Co.,Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective September 29, 2025Yaoko Co.,Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from September 29, 2025, due to becoming a wholly owned subsidiary of BLUE ZONES HOLDINGS CO.,LTD.お知らせ • Jun 07Yaoko Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Yaoko Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 12+ 3 more updatesYaoko Co.,Ltd., Annual General Meeting, Jun 24, 2025Yaoko Co.,Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Mar 10Yaoko Co.,Ltd. (TSE:8279) announces an Equity Buyback for 240,000 shares, for ¥2,184 million.Yaoko Co.,Ltd. (TSE:8279) announces a share repurchase program. Under the program, the company will repurchase up to 240,000 shares for ¥2,184 million. The shares will be repurchased at a price of ¥9,100 per share. This share buyback is being carried out in response to shareholders' intention to sell. As of September 30, 2024, the company had 40,950,399 shares in issue and 943,889 shares in treasury.お知らせ • Mar 08Yaoko Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Yaoko Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Jan 15Yaoko Co.,Ltd. Announces Management Changes, Effective from March 1, 2025Yaoko Co.,Ltd. announced appointment of Yusuke Fukasawa as Executive Officer, General Manager of Corporate Planning Department and Masato Kobayashi as Executive Officer, General Manager of SPA Development Department, Satoshi Ogasawara as Executive Officer, General Manager of Digital Management Department and Chief Digital Officer CDO, Toru Kashimura as Executive Officer, General Manager of Fresh Food Department. The company also announced Department Manager Changes, Masanobu Kamiike Current position is Senior Managing Director; Chief Administrative Officer, in charge of Store Development Division, General Manager of Finance Department, and Chief Health Officer (CHO) and New position is Senior Managing Director; Chief Administrative Officer, in charge of Store Development Division, and Chief Health Officer (CHO). Mikiya Yanase Current position is General Manager in charge of Finance Department and New position is General Manager of Finance Department Yuzo Kose Current position is Attached to the Chief Director of Store Development and New position is Assistant Manager of Store Development Department Yuji Itakura Current position is Attached to the Chief Director of Store Development and New position is Assistant Manager of Store Development Department. Yuji Itakura Current position is General Manager of the Audit Department and New position is Attached to the Human Resources & General Affairs Seconded to AVE Co. Ltd. Akihiro Shimano Current position is General Manager of Store Support Department and General Manager in charge of Cashier Department and new position is General Manager of the Audit Department. Junichi Sasaki Current position is General Manager of Sales Planning Department and new position is General Manager of Store Support Department. Jun Oshima Current position is President and Representative Director, Ogawa Trading Co. Ltd. (Seconded to Ogawa Trading Co. Ltd. and new position is General Manager of Sales Planning Department. Masayoshi Kitamura Current position is General Manager of Internal Control Division and General Manager of Compliance Division and new position is General Manager of Risk Management Department. The changes are effective from March 1, 2025.お知らせ • Dec 10Yaoko Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025Yaoko Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥179 (vs JP¥182 in 2Q 2024)Second quarter 2025 results: EPS: JP¥179. Revenue: JP¥183.2b (up 17% from 2Q 2024). Net income: JP¥7.32b (up 3.6% from 2Q 2024). Profit margin: 4.0% (down from 4.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).お知らせ • Sep 11Yaoko Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Yaoko Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥174 (vs JP¥170 in 1Q 2024)First quarter 2025 results: EPS: JP¥174 (up from JP¥170 in 1Q 2024). Revenue: JP¥176.3b (up 19% from 1Q 2024). Net income: JP¥7.10b (up 7.3% from 1Q 2024). Profit margin: 4.0% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 107%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 14Yaoko Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Yaoko Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Buy Or Sell Opportunity • May 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €50.50. The fair value is estimated to be €63.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥464 (vs JP¥408 in FY 2023)Full year 2024 results: EPS: JP¥464 (up from JP¥408 in FY 2023). Revenue: JP¥619.6b (up 9.8% from FY 2023). Net income: JP¥18.2b (up 15% from FY 2023). Profit margin: 2.9% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 15Yaoko Co.,Ltd., Annual General Meeting, Jun 25, 2024Yaoko Co.,Ltd., Annual General Meeting, Jun 25, 2024.Buy Or Sell Opportunity • Apr 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €49.60. The fair value is estimated to be €63.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Buy Or Sell Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €51.00. The fair value is estimated to be €64.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Upcoming Dividend • Mar 21Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.2%).お知らせ • Mar 10Yaoko Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Yaoko Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024New Risk • Feb 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥216 (vs JP¥156 in 3Q 2023)Third quarter 2024 results: EPS: JP¥216 (up from JP¥156 in 3Q 2023). Revenue: JP¥164.6b (up 9.7% from 3Q 2023). Net income: JP¥8.41b (up 38% from 3Q 2023). Profit margin: 5.1% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jan 16Yaoko Co.,Ltd. (TSE:8279) completed the acquisition of 43.18% stake in Sendo Inc.Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc. on September 13, 2021. Sendo Inc. reported total assets of ¥18.455 billion, sales of ¥48.992 billion, EBIT of ¥2.010 billion, net profit of ¥1.501 billion and net assets of ¥11.339 billion as of March 31, 2021. The transaction is expected to close on October 14, 2021. Yaoko Co.,Ltd. (TSE:8279) completed the acquisition of 43.18% stake in Sendo Inc. on January 15, 2024.お知らせ • Dec 13Yaoko Co.,Ltd. to Report Q3, 2024 Results on Feb 13, 2024Yaoko Co.,Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥182 (vs JP¥143 in 2Q 2023)Second quarter 2024 results: EPS: JP¥182 (up from JP¥143 in 2Q 2023). Revenue: JP¥156.3b (up 9.4% from 2Q 2023). Net income: JP¥7.06b (up 27% from 2Q 2023). Profit margin: 4.5% (up from 3.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥42.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).お知らせ • Sep 16Yaoko Co.,Ltd. to Report Q2, 2024 Results on Nov 13, 2023Yaoko Co.,Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥170 (vs JP¥134 in 1Q 2023)First quarter 2024 results: EPS: JP¥170 (up from JP¥134 in 1Q 2023). Revenue: JP¥148.7b (up 8.5% from 1Q 2023). Net income: JP¥6.62b (up 27% from 1Q 2023). Profit margin: 4.4% (up from 3.8% in 1Q 2023). 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 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jun 23Yaoko Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Yaoko Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • May 13Yaoko Co.,Ltd., Annual General Meeting, Jun 27, 2023Yaoko Co.,Ltd., Annual General Meeting, Jun 27, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥408 (vs JP¥396 in FY 2022)Full year 2023 results: EPS: JP¥408 (up from JP¥396 in FY 2022). Revenue: JP¥564.5b (up 5.3% from FY 2022). Net income: JP¥15.8b (up 3.0% from FY 2022). Profit margin: 2.8% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥156 (vs JP¥143 in 3Q 2022)Third quarter 2023 results: EPS: JP¥156 (up from JP¥143 in 3Q 2022). Revenue: JP¥150.1b (up 8.2% from 3Q 2022). Net income: JP¥6.08b (up 9.2% from 3Q 2022). Profit margin: 4.0% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.お知らせ • Dec 18Yaoko Co.,Ltd. to Report Q3, 2023 Results on Feb 13, 2023Yaoko Co.,Ltd. announced that they will report Q3, 2023 results on Feb 13, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Shigeyuki Kurokawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥143 (vs JP¥154 in 2Q 2022)Second quarter 2023 results: EPS: JP¥143 (down from JP¥154 in 2Q 2022). Revenue: JP¥142.9b (up 3.6% from 2Q 2022). Net income: JP¥5.56b (down 7.1% from 2Q 2022). Profit margin: 3.9% (down from 4.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Europe.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.8%).お知らせ • Sep 14Yaoko Co.,Ltd. to Report Q2, 2023 Results on Nov 10, 2022Yaoko Co.,Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥134 (vs JP¥140 in 1Q 2022)First quarter 2023 results: EPS: JP¥134 (down from JP¥140 in 1Q 2022). Revenue: JP¥137.0b (up 4.2% from 1Q 2022). Net income: JP¥5.20b (down 4.1% from 1Q 2022). Profit margin: 3.8% (down from 4.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 7.6% growth forecast for the industry in Germany.Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥536.0b (up 5.5% from FY 2021). Net income: JP¥15.4b (up 5.4% from FY 2021). Profit margin: 2.9% (in line with FY 2021). Over the next year, revenue is forecast to grow 3.7%, compared to a 7.5% growth forecast for the retail industry in Germany.お知らせ • Jun 15Yaoko Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022Yaoko Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022お知らせ • May 12Yaoko Co.,Ltd., Annual General Meeting, Jun 21, 2022Yaoko Co.,Ltd., Annual General Meeting, Jun 21, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥396 (vs JP¥376 in FY 2021)Full year 2022 results: EPS: JP¥396 (up from JP¥376 in FY 2021). Revenue: JP¥536.0b (up 5.5% from FY 2021). Net income: JP¥15.4b (up 5.4% from FY 2021). Profit margin: 2.9% (in line with FY 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 7.6% growth forecast for the retail industry in Germany.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Shigeyuki Kurokawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Yaoko Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yaoko Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.25 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.1%).Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥143 (up from JP¥133 in 3Q 2021). Revenue: JP¥138.7b (up 6.7% from 3Q 2021). Net income: JP¥5.56b (up 8.0% from 3Q 2021). Profit margin: 4.0% (in line with 3Q 2021). Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 8.3% growth forecast for the industry in Germany.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥154 (vs JP¥130 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥137.9b (up 7.3% from 2Q 2021). Net income: JP¥5.98b (up 18% from 2Q 2021). Profit margin: 4.3% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 22Upcoming dividend of JP¥36.25 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).お知らせ • Sep 15Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc.Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc. on September 13, 2021. Sendo Inc. reported total assets of ¥18.455 billion, sales of ¥48.992 billion, EBIT of ¥2.010 billion, net profit of ¥1.501 billion and net assets of ¥11.339 billion as of March 31, 2021. The transaction is expected to close on October 14, 2021.Reported Earnings • Jun 25Full year 2021 earnings released: EPS JP¥376 (vs JP¥321 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥507.9b (up 10% from FY 2020). Net income: JP¥14.6b (up 17% from FY 2020). Profit margin: 2.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥376 (vs JP¥321 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥507.9b (up 10% from FY 2020). Net income: JP¥14.6b (up 17% from FY 2020). Profit margin: 2.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Mar 24Upcoming dividend of JP¥32.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.2%).お知らせ • Mar 13Yaoko Co.,Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Yaoko Co.,Ltd. announced that they will report fiscal year 2021 results on May 10, 2021Is New 90 Day High Low • Feb 20New 90-day low: €51.97The company is down 10.0% from its price of €57.50 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.19 per share.Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS JP¥133 (vs JP¥123 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥130.0b (up 8.3% from 3Q 2020). Net income: JP¥5.15b (up 8.0% from 3Q 2020). Profit margin: 4.0% (in line with 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.Is New 90 Day High Low • Jan 14New 90-day low: €54.33The company is down 9.0% from its price of €60.00 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €69.09 per share.Is New 90 Day High Low • Dec 02New 90-day low: €54.50The company is down 17% from its price of €66.00 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.27 per share.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥130The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥128.5b (up 12% from 2Q 2020). Net income: JP¥5.05b (up 37% from 2Q 2020). Profit margin: 3.9% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.5%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.Is New 90 Day High Low • Oct 24New 90-day low: €58.00The company is down 13% from its price of €67.00 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.01 per share.お知らせ • Sep 12Yaoko Co.,Ltd. to Report Q2, 2021 Results on Nov 10, 2020Yaoko Co.,Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020業績と収益の成長予測DB:5FV - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2028877,27525,19019,649N/A43/31/2027831,00023,70517,047N/A43/31/2026783,78822,02918,141N/A46/30/2025753,95820,219N/AN/AN/A3/31/2025736,40020,1766,03343,183N/A12/31/2024707,62519,118N/AN/AN/A9/30/2024674,17418,9832,85437,012N/A6/30/2024647,19118,729N/AN/AN/A3/31/2024619,58718,24312,54337,163N/A12/31/2023604,10021,102N/AN/AN/A9/30/2023589,58718,77015,12536,639N/A6/30/2023576,19017,265N/AN/AN/A3/31/2023564,48615,84912,49333,276N/A12/31/2022557,89115,247N/AN/AN/A9/30/2022546,45414,735-3,69329,203N/A6/30/2022541,50215,161N/AN/AN/A3/31/2022536,02515,382-9,20330,525N/A12/31/2021527,53815,726N/AN/AN/A9/30/2021518,83215,314-1,95230,160N/A6/30/2021509,46014,383N/AN/AN/A3/31/2021507,86214,5935,08426,896N/A12/31/2020503,54416,365N/AN/AN/A9/30/2020493,63915,98214,58731,202N/A6/30/2020479,67214,627N/AN/AN/A3/31/2020460,47612,4588,39929,218N/A12/31/2019449,29610,963N/AN/AN/A9/30/2019444,48812,0125,72422,706N/A6/30/2019440,51311,894N/AN/AN/A3/31/2019435,08411,798N/A22,970N/A12/31/2018432,18713,113N/AN/AN/A9/30/2018427,08511,271N/A22,001N/A6/30/2018419,50211,128N/AN/AN/A3/31/2018414,99111,004N/A18,613N/A3/31/2015307,3537,834N/A17,750N/A12/31/2014300,2337,422N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 5FVの予測収益成長率 (年間7.2% ) は 貯蓄率 ( 1.4% ) を上回っています。収益対市場: 5FVの収益 ( 7.2% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: 5FVの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 5FVの収益 ( 4.9% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 5FVの収益 ( 4.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 5FVの 自己資本利益率 は、3年後には低くなると予測されています ( 10.8 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/10/01 12:02終値2025/09/26 00:00収益2025/06/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Blue Zones Holdings Co.,Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関null nullDaiwa Securities Co. Ltd.Emiri ShigeokaDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.5 その他のアナリストを表示
お知らせ • Sep 04Yaoko Co.,Ltd. to Delist from Prime Section of the Tokyo Stock Exchange, Effective September 29, 2025Yaoko Co.,Ltd. will be delisted from Prime Section of the Tokyo Stock Exchange effective from September 29, 2025, due to becoming a wholly owned subsidiary of BLUE ZONES HOLDINGS CO.,LTD.
お知らせ • Jun 07Yaoko Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Yaoko Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 12+ 3 more updatesYaoko Co.,Ltd., Annual General Meeting, Jun 24, 2025Yaoko Co.,Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Mar 10Yaoko Co.,Ltd. (TSE:8279) announces an Equity Buyback for 240,000 shares, for ¥2,184 million.Yaoko Co.,Ltd. (TSE:8279) announces a share repurchase program. Under the program, the company will repurchase up to 240,000 shares for ¥2,184 million. The shares will be repurchased at a price of ¥9,100 per share. This share buyback is being carried out in response to shareholders' intention to sell. As of September 30, 2024, the company had 40,950,399 shares in issue and 943,889 shares in treasury.
お知らせ • Mar 08Yaoko Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Yaoko Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Jan 15Yaoko Co.,Ltd. Announces Management Changes, Effective from March 1, 2025Yaoko Co.,Ltd. announced appointment of Yusuke Fukasawa as Executive Officer, General Manager of Corporate Planning Department and Masato Kobayashi as Executive Officer, General Manager of SPA Development Department, Satoshi Ogasawara as Executive Officer, General Manager of Digital Management Department and Chief Digital Officer CDO, Toru Kashimura as Executive Officer, General Manager of Fresh Food Department. The company also announced Department Manager Changes, Masanobu Kamiike Current position is Senior Managing Director; Chief Administrative Officer, in charge of Store Development Division, General Manager of Finance Department, and Chief Health Officer (CHO) and New position is Senior Managing Director; Chief Administrative Officer, in charge of Store Development Division, and Chief Health Officer (CHO). Mikiya Yanase Current position is General Manager in charge of Finance Department and New position is General Manager of Finance Department Yuzo Kose Current position is Attached to the Chief Director of Store Development and New position is Assistant Manager of Store Development Department Yuji Itakura Current position is Attached to the Chief Director of Store Development and New position is Assistant Manager of Store Development Department. Yuji Itakura Current position is General Manager of the Audit Department and New position is Attached to the Human Resources & General Affairs Seconded to AVE Co. Ltd. Akihiro Shimano Current position is General Manager of Store Support Department and General Manager in charge of Cashier Department and new position is General Manager of the Audit Department. Junichi Sasaki Current position is General Manager of Sales Planning Department and new position is General Manager of Store Support Department. Jun Oshima Current position is President and Representative Director, Ogawa Trading Co. Ltd. (Seconded to Ogawa Trading Co. Ltd. and new position is General Manager of Sales Planning Department. Masayoshi Kitamura Current position is General Manager of Internal Control Division and General Manager of Compliance Division and new position is General Manager of Risk Management Department. The changes are effective from March 1, 2025.
お知らせ • Dec 10Yaoko Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025Yaoko Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥179 (vs JP¥182 in 2Q 2024)Second quarter 2025 results: EPS: JP¥179. Revenue: JP¥183.2b (up 17% from 2Q 2024). Net income: JP¥7.32b (up 3.6% from 2Q 2024). Profit margin: 4.0% (down from 4.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).
お知らせ • Sep 11Yaoko Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Yaoko Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥174 (vs JP¥170 in 1Q 2024)First quarter 2025 results: EPS: JP¥174 (up from JP¥170 in 1Q 2024). Revenue: JP¥176.3b (up 19% from 1Q 2024). Net income: JP¥7.10b (up 7.3% from 1Q 2024). Profit margin: 4.0% (down from 4.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 107%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 14Yaoko Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Yaoko Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Buy Or Sell Opportunity • May 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €50.50. The fair value is estimated to be €63.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥464 (vs JP¥408 in FY 2023)Full year 2024 results: EPS: JP¥464 (up from JP¥408 in FY 2023). Revenue: JP¥619.6b (up 9.8% from FY 2023). Net income: JP¥18.2b (up 15% from FY 2023). Profit margin: 2.9% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 15Yaoko Co.,Ltd., Annual General Meeting, Jun 25, 2024Yaoko Co.,Ltd., Annual General Meeting, Jun 25, 2024.
Buy Or Sell Opportunity • Apr 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.6% to €49.60. The fair value is estimated to be €63.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Buy Or Sell Opportunity • Apr 19Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €51.00. The fair value is estimated to be €64.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥42.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.2%).
お知らせ • Mar 10Yaoko Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Yaoko Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
New Risk • Feb 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥216 (vs JP¥156 in 3Q 2023)Third quarter 2024 results: EPS: JP¥216 (up from JP¥156 in 3Q 2023). Revenue: JP¥164.6b (up 9.7% from 3Q 2023). Net income: JP¥8.41b (up 38% from 3Q 2023). Profit margin: 5.1% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jan 16Yaoko Co.,Ltd. (TSE:8279) completed the acquisition of 43.18% stake in Sendo Inc.Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc. on September 13, 2021. Sendo Inc. reported total assets of ¥18.455 billion, sales of ¥48.992 billion, EBIT of ¥2.010 billion, net profit of ¥1.501 billion and net assets of ¥11.339 billion as of March 31, 2021. The transaction is expected to close on October 14, 2021. Yaoko Co.,Ltd. (TSE:8279) completed the acquisition of 43.18% stake in Sendo Inc. on January 15, 2024.
お知らせ • Dec 13Yaoko Co.,Ltd. to Report Q3, 2024 Results on Feb 13, 2024Yaoko Co.,Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: JP¥182 (vs JP¥143 in 2Q 2023)Second quarter 2024 results: EPS: JP¥182 (up from JP¥143 in 2Q 2023). Revenue: JP¥156.3b (up 9.4% from 2Q 2023). Net income: JP¥7.06b (up 27% from 2Q 2023). Profit margin: 4.5% (up from 3.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥42.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).
お知らせ • Sep 16Yaoko Co.,Ltd. to Report Q2, 2024 Results on Nov 13, 2023Yaoko Co.,Ltd. announced that they will report Q2, 2024 results on Nov 13, 2023
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥170 (vs JP¥134 in 1Q 2023)First quarter 2024 results: EPS: JP¥170 (up from JP¥134 in 1Q 2023). Revenue: JP¥148.7b (up 8.5% from 1Q 2023). Net income: JP¥6.62b (up 27% from 1Q 2023). Profit margin: 4.4% (up from 3.8% in 1Q 2023). 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 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jun 23Yaoko Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023Yaoko Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • May 13Yaoko Co.,Ltd., Annual General Meeting, Jun 27, 2023Yaoko Co.,Ltd., Annual General Meeting, Jun 27, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥408 (vs JP¥396 in FY 2022)Full year 2023 results: EPS: JP¥408 (up from JP¥396 in FY 2022). Revenue: JP¥564.5b (up 5.3% from FY 2022). Net income: JP¥15.8b (up 3.0% from FY 2022). Profit margin: 2.8% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.9%).
Reported Earnings • Feb 14Third quarter 2023 earnings released: EPS: JP¥156 (vs JP¥143 in 3Q 2022)Third quarter 2023 results: EPS: JP¥156 (up from JP¥143 in 3Q 2022). Revenue: JP¥150.1b (up 8.2% from 3Q 2022). Net income: JP¥6.08b (up 9.2% from 3Q 2022). Profit margin: 4.0% (in line with 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.
お知らせ • Dec 18Yaoko Co.,Ltd. to Report Q3, 2023 Results on Feb 13, 2023Yaoko Co.,Ltd. announced that they will report Q3, 2023 results on Feb 13, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Shigeyuki Kurokawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥143 (vs JP¥154 in 2Q 2022)Second quarter 2023 results: EPS: JP¥143 (down from JP¥154 in 2Q 2022). Revenue: JP¥142.9b (up 3.6% from 2Q 2022). Net income: JP¥5.56b (down 7.1% from 2Q 2022). Profit margin: 3.9% (down from 4.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Europe.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.8%).
お知らせ • Sep 14Yaoko Co.,Ltd. to Report Q2, 2023 Results on Nov 10, 2022Yaoko Co.,Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥134 (vs JP¥140 in 1Q 2022)First quarter 2023 results: EPS: JP¥134 (down from JP¥140 in 1Q 2022). Revenue: JP¥137.0b (up 4.2% from 1Q 2022). Net income: JP¥5.20b (down 4.1% from 1Q 2022). Profit margin: 3.8% (down from 4.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 7.6% growth forecast for the industry in Germany.
Reported Earnings • Jun 24Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥536.0b (up 5.5% from FY 2021). Net income: JP¥15.4b (up 5.4% from FY 2021). Profit margin: 2.9% (in line with FY 2021). Over the next year, revenue is forecast to grow 3.7%, compared to a 7.5% growth forecast for the retail industry in Germany.
お知らせ • Jun 15Yaoko Co.,Ltd. to Report Q1, 2023 Results on Aug 10, 2022Yaoko Co.,Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
お知らせ • May 12Yaoko Co.,Ltd., Annual General Meeting, Jun 21, 2022Yaoko Co.,Ltd., Annual General Meeting, Jun 21, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥396 (vs JP¥376 in FY 2021)Full year 2022 results: EPS: JP¥396 (up from JP¥376 in FY 2021). Revenue: JP¥536.0b (up 5.5% from FY 2021). Net income: JP¥15.4b (up 5.4% from FY 2021). Profit margin: 2.9% (in line with FY 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 7.6% growth forecast for the retail industry in Germany.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Independent External Director Shigeyuki Kurokawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Yaoko Co.,Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yaoko Co.,Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.25 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.1%).
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥143 (up from JP¥133 in 3Q 2021). Revenue: JP¥138.7b (up 6.7% from 3Q 2021). Net income: JP¥5.56b (up 8.0% from 3Q 2021). Profit margin: 4.0% (in line with 3Q 2021). Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 3.6%, compared to a 8.3% growth forecast for the industry in Germany.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥154 (vs JP¥130 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥137.9b (up 7.3% from 2Q 2021). Net income: JP¥5.98b (up 18% from 2Q 2021). Profit margin: 4.3% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥36.25 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.8%).
お知らせ • Sep 15Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc.Yaoko Co.,Ltd. (TSE:8279) agreed to acquire 43.18% stake in Sendo Inc. on September 13, 2021. Sendo Inc. reported total assets of ¥18.455 billion, sales of ¥48.992 billion, EBIT of ¥2.010 billion, net profit of ¥1.501 billion and net assets of ¥11.339 billion as of March 31, 2021. The transaction is expected to close on October 14, 2021.
Reported Earnings • Jun 25Full year 2021 earnings released: EPS JP¥376 (vs JP¥321 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥507.9b (up 10% from FY 2020). Net income: JP¥14.6b (up 17% from FY 2020). Profit margin: 2.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥376 (vs JP¥321 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥507.9b (up 10% from FY 2020). Net income: JP¥14.6b (up 17% from FY 2020). Profit margin: 2.9% (up from 2.7% in FY 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥32.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (4.2%).
お知らせ • Mar 13Yaoko Co.,Ltd. to Report Fiscal Year 2021 Results on May 10, 2021Yaoko Co.,Ltd. announced that they will report fiscal year 2021 results on May 10, 2021
Is New 90 Day High Low • Feb 20New 90-day low: €51.97The company is down 10.0% from its price of €57.50 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.19 per share.
Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS JP¥133 (vs JP¥123 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥130.0b (up 8.3% from 3Q 2020). Net income: JP¥5.15b (up 8.0% from 3Q 2020). Profit margin: 4.0% (in line with 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to stay flat compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.
Is New 90 Day High Low • Jan 14New 90-day low: €54.33The company is down 9.0% from its price of €60.00 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €69.09 per share.
Is New 90 Day High Low • Dec 02New 90-day low: €54.50The company is down 17% from its price of €66.00 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.27 per share.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥130The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥128.5b (up 12% from 2Q 2020). Net income: JP¥5.05b (up 37% from 2Q 2020). Profit margin: 3.9% (up from 3.2% in 2Q 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.5%, compared to a 1.6% growth forecast for the Consumer Retailing industry in Germany.
Is New 90 Day High Low • Oct 24New 90-day low: €58.00The company is down 13% from its price of €67.00 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.01 per share.
お知らせ • Sep 12Yaoko Co.,Ltd. to Report Q2, 2021 Results on Nov 10, 2020Yaoko Co.,Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020