Zensho Holdings（5F7）株式概要株式会社ゼンショーホールディングスは、日本および海外で外食チェーン店を経営している。 詳細5F7 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績3/6財務の健全性4/6配当金3/6報酬収益は年間15.42%増加すると予測されています 過去5年間の収益は年間32%増加しました。 アナリストらは、株価が29.1%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている すべてのリスクチェックを見る5F7 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€42.005.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue JP¥1.9tEarnings JP¥66.0bAdvancedSet Fair ValueView all narrativesZensho Holdings Co., Ltd. 競合他社TUISymbol: XTRA:TUI1Market cap: €3.3bZEAL NetworkSymbol: XTRA:TIMAMarket cap: €934.7mFood & Life CompaniesSymbol: TSE:3563Market cap: JP¥1.1tBrinker InternationalSymbol: NYSE:EATMarket cap: US$6.3b価格と性能株価の高値、安値、推移の概要Zensho Holdings過去の株価現在の株価JP¥43.2052週高値JP¥60.0052週安値JP¥39.40ベータ-0.121ヶ月の変化-7.30%3ヶ月変化-16.12%1年変化-8.47%3年間の変化7.46%5年間の変化111.76%IPOからの変化151.16%最新ニュースお知らせ • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Zensho Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Zensho Holdings Co., Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026お知らせ • Dec 17Zensho Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Zensho Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026お知らせ • Nov 11+ 1 more updateZensho Holdings Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025Zensho Holdings Co., Ltd. announced dividend for the second quarter ended September 30, 2025. For the quarter, the company announced dividend of JPY 35.00 per share against JPY 35.00 per share a year ago. Scheduled date for payment of dividends is December 2, 2025.お知らせ • Sep 12Zensho Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Zensho Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Aug 18Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion.Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion. Security Name: Series 1 Bond-Type Class Shares Security Type: Preferred Stock Securities Offered: 10,000,000 Price\Range: ¥5000 Discount Per Security: ¥150最新情報をもっと見るRecent updatesお知らせ • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Zensho Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Zensho Holdings Co., Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026お知らせ • Dec 17Zensho Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Zensho Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026お知らせ • Nov 11+ 1 more updateZensho Holdings Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025Zensho Holdings Co., Ltd. announced dividend for the second quarter ended September 30, 2025. For the quarter, the company announced dividend of JPY 35.00 per share against JPY 35.00 per share a year ago. Scheduled date for payment of dividends is December 2, 2025.お知らせ • Sep 12Zensho Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Zensho Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Aug 18Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion.Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion. Security Name: Series 1 Bond-Type Class Shares Security Type: Preferred Stock Securities Offered: 10,000,000 Price\Range: ¥5000 Discount Per Security: ¥150お知らせ • Jun 21Zensho Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Zensho Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025.お知らせ • Mar 04Zensho Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Zensho Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Dec 03Zensho Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Zensho Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥89.84 (vs JP¥59.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥89.84 (up from JP¥59.70 in 2Q 2024). Revenue: JP¥291.2b (up 22% from 2Q 2024). Net income: JP¥14.1b (up 56% from 2Q 2024). Profit margin: 4.8% (up from 3.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 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: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).お知らせ • Sep 18Zensho Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Zensho Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €39.00, the stock trades at a forward P/E ratio of 26x. Average trailing P/E is 18x in the Hospitality industry in Germany. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.24 per share.Declared Dividend • Aug 13Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 105%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥68.91 (vs JP¥43.97 in 1Q 2024)First quarter 2025 results: EPS: JP¥68.91 (up from JP¥43.97 in 1Q 2024). Revenue: JP¥266.6b (up 24% from 1Q 2024). Net income: JP¥10.8b (up 62% from 1Q 2024). Profit margin: 4.0% (up from 3.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% 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 • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).お知らせ • Jun 26Zensho Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Zensho Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥201 (vs JP¥87.30 in FY 2023)Full year 2024 results: EPS: JP¥201 (up from JP¥87.30 in FY 2023). Revenue: JP¥965.8b (up 24% from FY 2023). Net income: JP¥30.7b (up 131% from FY 2023). Profit margin: 3.2% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Mar 27Zensho Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Zensho Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.0%).New Risk • Feb 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% 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 High level of debt (104% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥32.80 (vs JP¥24.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.80 (up from JP¥24.86 in 3Q 2023). Revenue: JP¥254.2b (up 25% from 3Q 2023). Net income: JP¥4.99b (up 32% from 3Q 2023). Profit margin: 2.0% (up from 1.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28Zensho Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Zensho Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥59.75 (vs JP¥19.27 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.75 (up from JP¥19.27 in 2Q 2023). Revenue: JP¥238.2b (up 21% from 2Q 2023). Net income: JP¥9.04b (up 209% from 2Q 2023). Profit margin: 3.8% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.New Risk • Nov 12New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.お知らせ • Sep 28Zensho Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.5%).Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥43.97 (vs JP¥29.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.97 (up from JP¥29.11 in 1Q 2023). Revenue: JP¥214.4b (up 20% from 1Q 2023). Net income: JP¥6.68b (up 51% from 1Q 2023). Profit margin: 3.1% (up from 2.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11Zensho Holdings Co., Ltd. (TSE:7550) announces an Equity Buyback for 1,130,000 shares, representing 0.74% for ¥8,500 million.Zensho Holdings Co., Ltd. (TSE:7550) announces a share repurchase program. Under the program, the company will repurchase 1,130,000 shares, representing 0.74% of its share capital, for ¥8,500 million. The shares will be repurchased at a price of ¥6,604 per share. The company will repurchase its shares in order to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. As of June 30, 2023, the company had 151,822,093 shares outstanding (excluding treasury shares) and 3,040,732 shares in treasury.お知らせ • Jun 28Zensho Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023お知らせ • Jun 15Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited for JPY 87.45 billion on May 19, 2023. This transaction is scheduled to be implemented immediately after obtaining the necessary approvals and approvals from the US regulatory authorities. Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited on June 13, 2023.お知らせ • Jun 14Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Group PLC from Mayfair Equity Partners LLP and others in a transaction valued at approximately $620 million.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Group PLC from Mayfair Equity Partners LLP and others in a transaction valued at approximately $620 million on June 13, 2023. Post completion of this transaction Mayfair Equity Partners LLP will fully exit Snowfox. Snowfox's leadership team, including CEO Richard Hodgson, will remain with the business to work closely with Zensho's Senior Management. The terms of transaction are to be confirmed and completion remains subject to customary closing conditions.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥87.30 (vs JP¥91.17 in FY 2022)Full year 2023 results: EPS: JP¥87.30 (down from JP¥91.17 in FY 2022). Revenue: JP¥780.0b (up 18% from FY 2022). Net income: JP¥13.3b (down 4.4% from FY 2022). Profit margin: 1.7% (down from 2.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €33.80, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 19x in the Hospitality industry in Europe. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.53 per share.お知らせ • May 14Zensho Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023Zensho Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).お知らせ • Feb 18Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire LOTTERIA Co.,Ltd. from Lotte Co., Ltd.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire LOTTERIA Co.,Ltd. from Lotte Co., Ltd. on February 16, 2023. The Lotteria brand will be maintained for a certain period even after the share transfer. The transaction is expected to close on April 1, 2023.Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥24.86 (vs JP¥46.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.86 (down from JP¥46.65 in 3Q 2022). Revenue: JP¥203.5b (up 16% from 3Q 2022). Net income: JP¥3.77b (down 47% from 3Q 2022). Profit margin: 1.9% (down from 4.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Germany.お知らせ • Dec 26Zensho Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.27 (vs JP¥34.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.27 (down from JP¥34.18 in 2Q 2022). Revenue: JP¥197.3b (up 20% from 2Q 2022). Net income: JP¥2.93b (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Germany.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥19.27 (vs JP¥34.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.27 (down from JP¥34.18 in 2Q 2022). Revenue: JP¥197.3b (up 20% from 2Q 2022). Net income: JP¥2.93b (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany.お知らせ • Sep 24Zensho Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Zensho Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.9%).Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥29.11 (vs JP¥8.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.11 (up from JP¥8.10 in 1Q 2022). Revenue: JP¥178.4b (up 17% from 1Q 2022). Net income: JP¥4.43b (up 259% from 1Q 2022). Profit margin: 2.5% (up from 0.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.0%, compared to a 716% growth forecast for the industry in Germany.お知らせ • Jun 29Zensho Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Zensho Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥91.17 (vs JP¥14.81 in FY 2021)Full year 2022 results: EPS: JP¥91.17 (up from JP¥14.81 in FY 2021). Revenue: JP¥658.5b (up 11% from FY 2021). Net income: JP¥13.9b (up JP¥11.6b from FY 2021). Profit margin: 2.1% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 35% growth forecast for the restaurants industry in Germany.お知らせ • May 15Zensho Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022Zensho Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022. Agenda: AGM.お知らせ • Apr 08Zensho Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Zensho Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥46.65 (up from JP¥11.31 in 3Q 2021). Revenue: JP¥176.2b (up 9.9% from 3Q 2021). Net income: JP¥7.10b (up 313% from 3Q 2021). Profit margin: 4.0% (up from 1.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in Germany.Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥34.18 (vs JP¥29.26 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥164.4b (up 3.0% from 2Q 2021). Net income: JP¥5.20b (up 16% from 2Q 2021). Profit margin: 3.2% (up from 2.8% in 2Q 2021).Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥14.81 (vs JP¥80.31 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥595.0b (down 5.6% from FY 2020). Net income: JP¥2.26b (down 81% from FY 2020). Profit margin: 0.4% (down from 1.9% in FY 2020).Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.6%).Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥11.31 (vs JP¥18.61 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥160.4b (flat on 3Q 2020). Net income: JP¥1.72b (down 38% from 3Q 2020). Profit margin: 1.1% (down from 1.7% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 07Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 27% growth forecast for the Hospitality industry in Germany.Is New 90 Day High Low • Jan 27New 90-day high: €23.14The company is up 15% from its price of €20.20 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.79 per share.お知らせ • Dec 27Zensho Holdings Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021Zensho Holdings Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021Analyst Estimate Surprise Post Earnings • Nov 15Revenue misses expectationsRevenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 7.2% compared to a 3.4% decline forecast for the Hospitality industry in Germany.Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥29.26The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥159.6b (down 4.2% from 2Q 2020). Net income: JP¥4.47b (down 22% from 2Q 2020). Profit margin: 2.8% (down from 3.4% in 2Q 2020). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Nov 12New 90-day high: €21.20The company is up 23% from its price of €17.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.22 per share.お知らせ • Sep 06Zensho Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Zensho Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020お知らせ • Jul 30Zensho Holdings Co., Ltd. (TSE:7550) acquired a 70% stake in Worldfood To Go SL.Zensho Holdings Co., Ltd. (TSE:7550) acquired a 70% stake in Worldfood To Go SL on December 20, 2019. Upon completion, Ogawa Johei and Fujiwara Tomoaki are registered as officers of Worldfood To Go. Barclays Securities Japan Limited acted as the financial advisor to Zensho Holdings Co., Ltd. (TSE:7550). Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of a 70% stake in Worldfood To Go SL on December 20, 2019.株主還元5F7DE HospitalityDE 市場7D9.6%-4.2%-2.6%1Y-8.5%29.7%-1.4%株主還元を見る業界別リターン: 5F7過去 1 年間で29.7 % の収益を上げたGerman Hospitality業界を下回りました。リターン対市場: 5F7は、過去 1 年間で-1.4 % のリターンを上げたGerman市場を下回りました。価格変動Is 5F7's price volatile compared to industry and market?5F7 volatility5F7 Average Weekly Movement7.1%Hospitality Industry Average Movement6.1%Market Average Movement5.9%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: 5F7 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 5F7の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト198218,742Yohei Ogawawww.zensho.co.jp株式会社ゼンショーホールディングスは国内外に外食チェーン店を展開。販売システム、食品加工システムを開発。ジョリーパスタ」、「EI鳥人」、「はま寿司」、「華屋与兵衛」、「牛庵」、「宝島」、「伝丸」、「久兵衛屋」、「瀬戸うどん」、「多聞庵」、「モリバコーヒー」、「カフェミラノ」、「勝庵」、「オリーブの丘」、「ロッテリア」のブランドで、回転寿司店、喫茶店、ダイニングサービスを提供している。中国、ブラジル、タイ、マレーシア、メキシコ、台湾、インドネシアでは「すき家」ブランドで、また「鶏飯屋」ブランドで顧客にサービスを提供している。さらに、「ユナイテッドベジ」、「マルヤ」、「山口スーパーマーケット」、「マルエイ」、「ベリーフーズ尾張屋」のブランド名でスーパーマーケットチェーンを運営し、「かがやき」、「ロイヤルハウス石岡」、「シニアライフサポート」、「NYEREG」、「アイメディケア」のブランド名で高齢者向け住宅・介護サービスを提供している。旧社名は株式会社ゼンショーで、2011年10月に株式会社ゼンショーホールディングスに商号変更した。株式会社ゼンショーホールディングスは1982年に設立され、東京に本社を置いている。もっと見るZensho Holdings Co., Ltd. 基礎のまとめZensho Holdings の収益と売上を時価総額と比較するとどうか。5F7 基礎統計学時価総額€6.83b収益（TTM）€233.45m売上高(TTM)€6.83b29.3xPER（株価収益率1.0xP/Sレシオ5F7 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計5F7 損益計算書（TTM）収益JP¥1.26t売上原価JP¥577.62b売上総利益JP¥686.44bその他の費用JP¥643.24b収益JP¥43.20b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）276.07グロス・マージン54.30%純利益率3.42%有利子負債／自己資本比率90.8%5F7 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り27%配当性向View Valuation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2026/06/11 23:13終値2026/06/11 00:00収益2026/03/31年間収益2026/03/31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Zensho 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Masao OkadaCitigroup IncKazunori TsudaDaiwa 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 • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Zensho Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Zensho Holdings Co., Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
お知らせ • Dec 17Zensho Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Zensho Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
お知らせ • Nov 11+ 1 more updateZensho Holdings Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025Zensho Holdings Co., Ltd. announced dividend for the second quarter ended September 30, 2025. For the quarter, the company announced dividend of JPY 35.00 per share against JPY 35.00 per share a year ago. Scheduled date for payment of dividends is December 2, 2025.
お知らせ • Sep 12Zensho Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Zensho Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Aug 18Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion.Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion. Security Name: Series 1 Bond-Type Class Shares Security Type: Preferred Stock Securities Offered: 10,000,000 Price\Range: ¥5000 Discount Per Security: ¥150
お知らせ • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Zensho Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Zensho Holdings Co., Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
お知らせ • Dec 17Zensho Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Zensho Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
お知らせ • Nov 11+ 1 more updateZensho Holdings Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025Zensho Holdings Co., Ltd. announced dividend for the second quarter ended September 30, 2025. For the quarter, the company announced dividend of JPY 35.00 per share against JPY 35.00 per share a year ago. Scheduled date for payment of dividends is December 2, 2025.
お知らせ • Sep 12Zensho Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Zensho Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Aug 18Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion.Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion. Security Name: Series 1 Bond-Type Class Shares Security Type: Preferred Stock Securities Offered: 10,000,000 Price\Range: ¥5000 Discount Per Security: ¥150
お知らせ • Jun 21Zensho Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Zensho Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025.
お知らせ • Mar 04Zensho Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Zensho Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Dec 03Zensho Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Zensho Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥89.84 (vs JP¥59.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥89.84 (up from JP¥59.70 in 2Q 2024). Revenue: JP¥291.2b (up 22% from 2Q 2024). Net income: JP¥14.1b (up 56% from 2Q 2024). Profit margin: 4.8% (up from 3.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 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: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).
お知らせ • Sep 18Zensho Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Zensho Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €39.00, the stock trades at a forward P/E ratio of 26x. Average trailing P/E is 18x in the Hospitality industry in Germany. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.24 per share.
Declared Dividend • Aug 13Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 105%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥68.91 (vs JP¥43.97 in 1Q 2024)First quarter 2025 results: EPS: JP¥68.91 (up from JP¥43.97 in 1Q 2024). Revenue: JP¥266.6b (up 24% from 1Q 2024). Net income: JP¥10.8b (up 62% from 1Q 2024). Profit margin: 4.0% (up from 3.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% 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 • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).
お知らせ • Jun 26Zensho Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Zensho Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥201 (vs JP¥87.30 in FY 2023)Full year 2024 results: EPS: JP¥201 (up from JP¥87.30 in FY 2023). Revenue: JP¥965.8b (up 24% from FY 2023). Net income: JP¥30.7b (up 131% from FY 2023). Profit margin: 3.2% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 27Zensho Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Zensho Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.0%).
New Risk • Feb 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% 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 High level of debt (104% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥32.80 (vs JP¥24.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.80 (up from JP¥24.86 in 3Q 2023). Revenue: JP¥254.2b (up 25% from 3Q 2023). Net income: JP¥4.99b (up 32% from 3Q 2023). Profit margin: 2.0% (up from 1.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28Zensho Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Zensho Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥59.75 (vs JP¥19.27 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.75 (up from JP¥19.27 in 2Q 2023). Revenue: JP¥238.2b (up 21% from 2Q 2023). Net income: JP¥9.04b (up 209% from 2Q 2023). Profit margin: 3.8% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 12New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
お知らせ • Sep 28Zensho Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.5%).
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥43.97 (vs JP¥29.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.97 (up from JP¥29.11 in 1Q 2023). Revenue: JP¥214.4b (up 20% from 1Q 2023). Net income: JP¥6.68b (up 51% from 1Q 2023). Profit margin: 3.1% (up from 2.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11Zensho Holdings Co., Ltd. (TSE:7550) announces an Equity Buyback for 1,130,000 shares, representing 0.74% for ¥8,500 million.Zensho Holdings Co., Ltd. (TSE:7550) announces a share repurchase program. Under the program, the company will repurchase 1,130,000 shares, representing 0.74% of its share capital, for ¥8,500 million. The shares will be repurchased at a price of ¥6,604 per share. The company will repurchase its shares in order to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. As of June 30, 2023, the company had 151,822,093 shares outstanding (excluding treasury shares) and 3,040,732 shares in treasury.
お知らせ • Jun 28Zensho Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
お知らせ • Jun 15Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited for JPY 87.45 billion on May 19, 2023. This transaction is scheduled to be implemented immediately after obtaining the necessary approvals and approvals from the US regulatory authorities. Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited on June 13, 2023.
お知らせ • Jun 14Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Group PLC from Mayfair Equity Partners LLP and others in a transaction valued at approximately $620 million.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Group PLC from Mayfair Equity Partners LLP and others in a transaction valued at approximately $620 million on June 13, 2023. Post completion of this transaction Mayfair Equity Partners LLP will fully exit Snowfox. Snowfox's leadership team, including CEO Richard Hodgson, will remain with the business to work closely with Zensho's Senior Management. The terms of transaction are to be confirmed and completion remains subject to customary closing conditions.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥87.30 (vs JP¥91.17 in FY 2022)Full year 2023 results: EPS: JP¥87.30 (down from JP¥91.17 in FY 2022). Revenue: JP¥780.0b (up 18% from FY 2022). Net income: JP¥13.3b (down 4.4% from FY 2022). Profit margin: 1.7% (down from 2.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €33.80, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 19x in the Hospitality industry in Europe. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.53 per share.
お知らせ • May 14Zensho Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023Zensho Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).
お知らせ • Feb 18Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire LOTTERIA Co.,Ltd. from Lotte Co., Ltd.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire LOTTERIA Co.,Ltd. from Lotte Co., Ltd. on February 16, 2023. The Lotteria brand will be maintained for a certain period even after the share transfer. The transaction is expected to close on April 1, 2023.
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥24.86 (vs JP¥46.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.86 (down from JP¥46.65 in 3Q 2022). Revenue: JP¥203.5b (up 16% from 3Q 2022). Net income: JP¥3.77b (down 47% from 3Q 2022). Profit margin: 1.9% (down from 4.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Germany.
お知らせ • Dec 26Zensho Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.27 (vs JP¥34.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.27 (down from JP¥34.18 in 2Q 2022). Revenue: JP¥197.3b (up 20% from 2Q 2022). Net income: JP¥2.93b (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Germany.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥19.27 (vs JP¥34.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.27 (down from JP¥34.18 in 2Q 2022). Revenue: JP¥197.3b (up 20% from 2Q 2022). Net income: JP¥2.93b (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany.
お知らせ • Sep 24Zensho Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Zensho Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.9%).
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥29.11 (vs JP¥8.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.11 (up from JP¥8.10 in 1Q 2022). Revenue: JP¥178.4b (up 17% from 1Q 2022). Net income: JP¥4.43b (up 259% from 1Q 2022). Profit margin: 2.5% (up from 0.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.0%, compared to a 716% growth forecast for the industry in Germany.
お知らせ • Jun 29Zensho Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Zensho Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥91.17 (vs JP¥14.81 in FY 2021)Full year 2022 results: EPS: JP¥91.17 (up from JP¥14.81 in FY 2021). Revenue: JP¥658.5b (up 11% from FY 2021). Net income: JP¥13.9b (up JP¥11.6b from FY 2021). Profit margin: 2.1% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 35% growth forecast for the restaurants industry in Germany.
お知らせ • May 15Zensho Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022Zensho Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022. Agenda: AGM.
お知らせ • Apr 08Zensho Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Zensho Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥46.65 (up from JP¥11.31 in 3Q 2021). Revenue: JP¥176.2b (up 9.9% from 3Q 2021). Net income: JP¥7.10b (up 313% from 3Q 2021). Profit margin: 4.0% (up from 1.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in Germany.
Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥34.18 (vs JP¥29.26 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥164.4b (up 3.0% from 2Q 2021). Net income: JP¥5.20b (up 16% from 2Q 2021). Profit margin: 3.2% (up from 2.8% in 2Q 2021).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥14.81 (vs JP¥80.31 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥595.0b (down 5.6% from FY 2020). Net income: JP¥2.26b (down 81% from FY 2020). Profit margin: 0.4% (down from 1.9% in FY 2020).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.6%).
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥11.31 (vs JP¥18.61 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥160.4b (flat on 3Q 2020). Net income: JP¥1.72b (down 38% from 3Q 2020). Profit margin: 1.1% (down from 1.7% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 07Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 27% growth forecast for the Hospitality industry in Germany.
Is New 90 Day High Low • Jan 27New 90-day high: €23.14The company is up 15% from its price of €20.20 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.79 per share.
お知らせ • Dec 27Zensho Holdings Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021Zensho Holdings Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021
Analyst Estimate Surprise Post Earnings • Nov 15Revenue misses expectationsRevenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 7.2% compared to a 3.4% decline forecast for the Hospitality industry in Germany.
Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥29.26The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥159.6b (down 4.2% from 2Q 2020). Net income: JP¥4.47b (down 22% from 2Q 2020). Profit margin: 2.8% (down from 3.4% in 2Q 2020). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Nov 12New 90-day high: €21.20The company is up 23% from its price of €17.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.22 per share.
お知らせ • Sep 06Zensho Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Zensho Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
お知らせ • Jul 30Zensho Holdings Co., Ltd. (TSE:7550) acquired a 70% stake in Worldfood To Go SL.Zensho Holdings Co., Ltd. (TSE:7550) acquired a 70% stake in Worldfood To Go SL on December 20, 2019. Upon completion, Ogawa Johei and Fujiwara Tomoaki are registered as officers of Worldfood To Go. Barclays Securities Japan Limited acted as the financial advisor to Zensho Holdings Co., Ltd. (TSE:7550). Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of a 70% stake in Worldfood To Go SL on December 20, 2019.
