MatsukiyoCocokara（3088）株式概要マツキヨココカラアンドカンパニーは、日本国内でチェーンストア、ドラッグストア、保険調剤薬局を運営・管理している。 詳細3088 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績3/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より36.9%で取引されている 収益は年間6.02%増加すると予測されています 過去1年間で収益は3.1%増加しました 2.23%の安定した配当金を支払う リスク分析リスクチェックの結果、3088 、リスクは検出されなかった。すべてのリスクチェックを見る3088 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,122 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA487,122 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.52k2.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥1.3tEarnings JP¥67.9bAdvancedSet Fair ValueView all narrativesMatsukiyoCocokara & Co. 競合他社Tsuruha HoldingsSymbol: TSE:3391Market cap: JP¥1.1tCOSMOS PharmaceuticalSymbol: TSE:3349Market cap: JP¥515.6bSundrugLtdSymbol: TSE:9989Market cap: JP¥439.7bSugi HoldingsLtdSymbol: TSE:7649Market cap: JP¥512.1b価格と性能株価の高値、安値、推移の概要MatsukiyoCocokara過去の株価現在の株価JP¥2,515.5052週高値JP¥3,393.0052週安値JP¥2,171.50ベータ-0.201ヶ月の変化3.22%3ヶ月変化13.82%1年変化-25.71%3年間の変化-18.01%5年間の変化47.11%IPOからの変化912.34%最新ニュース分析記事 • 1hMatsukiyoCocokara & Co. (TSE:3088) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for MatsukiyoCocokara & Co. ( TSE:3088 ) shareholders, because the company has just released its...Reported Earnings • Aug 11First quarter 2027 earnings: EPS exceeds analyst expectationsFirst quarter 2027 results: EPS: JP¥37.59 (up from JP¥32.30 in 1Q 2026). Revenue: JP¥289.3b (up 5.7% from 1Q 2026). Net income: JP¥14.9b (up 15% from 1Q 2026). Profit margin: 5.1% (up from 4.7% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 10MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2026 and Full Year Ending March 31, 2027MatsukiyoCocokara & Co. provided consolidated earnings guidance for the six months ending September 30, 2026 and full year ending March 31, 2027. For the first half, the company expects net sales to be JPY 572,000 million, operating profit to be JPY 39,500 million, profit attributable to owners of parent to be JPY 27,000 million or basic earnings per share to be JPY 68.27. For the year, the company expects net sales to be JPY 1,155,000 million, operating profit to be JPY 87,500 million, profit attributable to owners of parent to be JPY 59,000 million or basic earnings per share to be JPY 149.18.Declared Dividend • Jul 25Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 15% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 30MatsukiyoCocokara & Co. to Report Q1, 2027 Results on Aug 10, 2026MatsukiyoCocokara & Co. announced that they will report Q1, 2027 results on Aug 10, 2026分析記事 • May 15MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts ThinkLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...最新情報をもっと見るRecent updates分析記事 • 1hMatsukiyoCocokara & Co. (TSE:3088) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for MatsukiyoCocokara & Co. ( TSE:3088 ) shareholders, because the company has just released its...Reported Earnings • Aug 11First quarter 2027 earnings: EPS exceeds analyst expectationsFirst quarter 2027 results: EPS: JP¥37.59 (up from JP¥32.30 in 1Q 2026). Revenue: JP¥289.3b (up 5.7% from 1Q 2026). Net income: JP¥14.9b (up 15% from 1Q 2026). Profit margin: 5.1% (up from 4.7% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 10MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2026 and Full Year Ending March 31, 2027MatsukiyoCocokara & Co. provided consolidated earnings guidance for the six months ending September 30, 2026 and full year ending March 31, 2027. For the first half, the company expects net sales to be JPY 572,000 million, operating profit to be JPY 39,500 million, profit attributable to owners of parent to be JPY 27,000 million or basic earnings per share to be JPY 68.27. For the year, the company expects net sales to be JPY 1,155,000 million, operating profit to be JPY 87,500 million, profit attributable to owners of parent to be JPY 59,000 million or basic earnings per share to be JPY 149.18.Declared Dividend • Jul 25Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 15% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 30MatsukiyoCocokara & Co. to Report Q1, 2027 Results on Aug 10, 2026MatsukiyoCocokara & Co. announced that they will report Q1, 2027 results on Aug 10, 2026分析記事 • May 15MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts ThinkLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...お知らせ • May 14MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 5,000,000 shares, representing 1.26% for ¥11,635 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.26% of its issued share capital (excluding treasury stock), for a total purchase price of ¥11,635 million. The shares will be repurchased at a price of ¥2,327 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. The program will be valid till May 14, 2026. As of April 30, 2025, the company has 397,928,861 outstanding shares (excluding treasury stock) and 12,346,969 treasury shares.Reported Earnings • May 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥140 (up from JP¥134 in FY 2025). Revenue: JP¥1.12t (up 5.3% from FY 2025). Net income: JP¥55.8b (up 2.0% from FY 2025). Profit margin: 5.0% (down from 5.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 13MatsukiyoCocokara & Co., Annual General Meeting, Jun 19, 2026MatsukiyoCocokara & Co., Annual General Meeting, Jun 19, 2026.お知らせ • May 09MatsukiyoCocokara & Co. to Report Fiscal Year 2026 Results on May 13, 2026MatsukiyoCocokara & Co. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Feb 16MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkMatsukiyoCocokara & Co. ( TSE:3088 ) shareholders are probably feeling a little disappointed, since its shares fell...分析記事 • Feb 15MatsukiyoCocokara (TSE:3088) Has Announced A Dividend Of ¥24.00MatsukiyoCocokara & Co. ( TSE:3088 ) will pay a dividend of ¥24.00 on the 23rd of June. This takes the annual payment...Reported Earnings • Feb 14Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥40.39. Revenue: JP¥290.2b (up 5.2% from 3Q 2025). Net income: JP¥16.1b (down 1.2% from 3Q 2025). Profit margin: 5.5% (down from 5.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan.お知らせ • Feb 13MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales to be JPY 1,100,000 million, operating profit to be JPY 85,500 million, profit attributable to owners of parent to be JPY 56,500 million and basic earnings per share to be JPY 141.67.分析記事 • Feb 04MatsukiyoCocokara & Co.'s (TSE:3088) Business Is Yet to Catch Up With Its Share PriceMatsukiyoCocokara & Co.'s ( TSE:3088 ) price-to-earnings (or "P/E") ratio of 17.9x might make it look like a sell right...分析記事 • Jan 21Should You Be Adding MatsukiyoCocokara (TSE:3088) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Dec 25MatsukiyoCocokara (TSE:3088) Will Pay A Dividend Of ¥24.00MatsukiyoCocokara & Co.'s ( TSE:3088 ) investors are due to receive a payment of ¥24.00 per share on 23rd of June. The...お知らせ • Dec 25MatsukiyoCocokara & Co. to Report Q3, 2026 Results on Feb 13, 2026MatsukiyoCocokara & Co. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Dec 17MatsukiyoCocokara (TSE:3088) Shareholders Will Want The ROCE Trajectory To ContinueThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...分析記事 • Dec 03MatsukiyoCocokara (TSE:3088) Has Announced A Dividend Of ¥24.00MatsukiyoCocokara & Co.'s ( TSE:3088 ) investors are due to receive a payment of ¥24.00 per share on 23rd of June. This...Declared Dividend • Dec 03First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 17% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 16MatsukiyoCocokara & Co. (TSE:3088) Half-Yearly Results: Here's What Analysts Are Forecasting For This YearMatsukiyoCocokara & Co. ( TSE:3088 ) last week reported its latest interim results, which makes it a good time for...Reported Earnings • Nov 14Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥34.12 (up from JP¥32.42 in 2Q 2025). Revenue: JP¥275.5b (up 3.6% from 2Q 2025). Net income: JP¥13.6b (up 2.2% from 2Q 2025). Profit margin: 4.9% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.お知らせ • Nov 14+ 1 more updateMatsukiyoCocokara & Co. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025 and Provides Year End Dividend Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. announced dividend of JPY 24.00 per share for the second quarter ended September 30, 2025 compared to JPY 21.00 per share paid a year ago. Scheduled date to commence dividend payments: December 2, 2025 The company provided year end dividend guidance for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 24.00 per share for the year ending March 31, 2026 compared to JPY 23.00 per share paid a year ago.分析記事 • Oct 08MatsukiyoCocokara (TSE:3088) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Sep 25MatsukiyoCocokara & Co. to Report Q2, 2026 Results on Nov 13, 2025MatsukiyoCocokara & Co. announced that they will report Q2, 2026 results on Nov 13, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).分析記事 • Aug 29MatsukiyoCocokara & Co.'s (TSE:3088) Intrinsic Value Is Potentially 57% Above Its Share PriceKey Insights The projected fair value for MatsukiyoCocokara is JP¥4,844 based on 2 Stage Free Cash Flow to Equity...分析記事 • Aug 15MatsukiyoCocokara & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its quarterly result to the market...Reported Earnings • Aug 14First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥32.30 (up from JP¥28.00 in 1Q 2025). Revenue: JP¥273.6b (up 5.3% from 1Q 2025). Net income: JP¥12.9b (up 11% from 1Q 2025). Profit margin: 4.7% (up from 4.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 16% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29MatsukiyoCocokara & Co. to Report Q1, 2026 Results on Aug 13, 2025MatsukiyoCocokara & Co. announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥125 in FY 2024). Revenue: JP¥1.06t (up 3.8% from FY 2024). Net income: JP¥54.7b (up 4.4% from FY 2024). Profit margin: 5.2% (up from 5.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.Buy Or Sell Opportunity • Jun 09Now 20% undervaluedOver the last 90 days, the stock has risen 22% to JP¥2,837. The fair value is estimated to be JP¥3,553, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.Buy Or Sell Opportunity • May 16Now 21% undervaluedOver the last 90 days, the stock has risen 34% to JP¥2,899. The fair value is estimated to be JP¥3,652, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.Reported Earnings • May 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥125 in FY 2024). Revenue: JP¥1.06t (up 3.8% from FY 2024). Net income: JP¥54.7b (up 4.4% from FY 2024). Profit margin: 5.2% (up from 5.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 10MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 5,700,000 shares, representing 1.41% for ¥15,276 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 5,700,000 shares, representing 1.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15.276 million. The shares will be repurchased at a price of ¥2,680 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. As of April 30, 2025, the company has 403,576,592 issued shares and 12,099,038 treasury shares.お知らせ • May 09MatsukiyoCocokara & Co., Annual General Meeting, Jun 20, 2025MatsukiyoCocokara & Co., Annual General Meeting, Jun 20, 2025.お知らせ • Mar 22MatsukiyoCocokara & Co. to Report Fiscal Year 2025 Results on May 09, 2025MatsukiyoCocokara & Co. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).Reported Earnings • Feb 16Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥40.30. Revenue: JP¥275.8b (up 5.0% from 3Q 2024). Net income: JP¥16.3b (down 1.2% from 3Q 2024). Profit margin: 5.9% (down from 6.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan.お知らせ • Jan 03MatsukiyoCocokara & Co. to Report Q3, 2025 Results on Feb 14, 2025MatsukiyoCocokara & Co. announced that they will report Q3, 2025 results on Feb 14, 2025Reported Earnings • Nov 20Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥32.42 (down from JP¥33.10 in 2Q 2024). Revenue: JP¥266.0b (up 2.5% from 2Q 2024). Net income: JP¥13.3b (down 4.0% from 2Q 2024). Profit margin: 5.0% (down from 5.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Buy Or Sell Opportunity • Oct 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥2,155. The fair value is estimated to be JP¥2,701, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.お知らせ • Sep 25MatsukiyoCocokara & Co. to Report Q2, 2025 Results on Nov 14, 2024MatsukiyoCocokara & Co. announced that they will report Q2, 2025 results on Nov 14, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 18First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥28.00 (down from JP¥28.69 in 1Q 2024). Revenue: JP¥259.7b (up 4.6% from 1Q 2024). Net income: JP¥11.7b (down 2.7% from 1Q 2024). Profit margin: 4.5% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 15MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 13,224,500 shares, for ¥29,999.78 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 13,224,500 shares, representing 3.17% of its issued share capital (excluding treasury stock), for a total purchase price of ¥29,999.78 million. The shares will be repurchased at a price of ¥2,268.5 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. As of July 31, 2024, the company has 416,747,449 issued shares and 12,152,681 treasury shares.Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥125 (up from JP¥96.02 in FY 2023). Revenue: JP¥1.02t (up 7.5% from FY 2023). Net income: JP¥52.3b (up 29% from FY 2023). Profit margin: 5.1% (up from 4.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year.お知らせ • Jun 22MatsukiyoCocokara & Co. to Report Q1, 2025 Results on Aug 13, 2024MatsukiyoCocokara & Co. announced that they will report Q1, 2025 results on Aug 13, 2024Reported Earnings • May 12Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥125 (up from JP¥96.02 in FY 2023). Revenue: JP¥1.02t (up 7.5% from FY 2023). Net income: JP¥52.3b (up 29% from FY 2023). Profit margin: 5.1% (up from 4.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.お知らせ • May 12MatsukiyoCocokara & Co., Annual General Meeting, Jun 21, 2024MatsukiyoCocokara & Co., Annual General Meeting, Jun 21, 2024.お知らせ • May 11MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 420,000 shares, representing 0.1% for ¥964.74 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 420,000 shares, representing 0.1% of its issued share capital (excluding treasury stock), for a total purchase price of ¥964.74 million. The shares will be repurchased at a price of ¥2,297 per share. The purpose of the program is to improve capital efficiency and enable it to implement a flexible capital policy that responds to changes in the business environment. As of March 31, 2024, the company has 417,561,819 issued shares and 417,561,819 treasury shares.お知らせ • Mar 27MatsukiyoCocokara & Co. to Report Fiscal Year 2024 Results on May 10, 2024MatsukiyoCocokara & Co. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%).Reported Earnings • Feb 16Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥39.42 (up from JP¥32.60 in 3Q 2023). Revenue: JP¥262.6b (up 5.4% from 3Q 2023). Net income: JP¥16.5b (up 20% from 3Q 2023). Profit margin: 6.3% (up from 5.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 20% per year.お知らせ • Dec 24MatsukiyoCocokara & Co. to Report Q3, 2024 Results on Feb 14, 2024MatsukiyoCocokara & Co. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 18Second quarter 2024 earnings: Revenues exceed analyst expectationsSecond quarter 2024 results: Revenue: JP¥259.5b (up 9.1% from 2Q 2023). Net income: JP¥13.8b (up 31% from 2Q 2023). Profit margin: 5.3% (up from 4.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan.お知らせ • Nov 17MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 800,000 shares, representing 0.19% for ¥2,172 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 0.19% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,172 million. The shares will be repurchased at a price of ¥2,715 per share. The purpose of the program is to improve capital efficiency and enable flexible capital policy implementation in response to changes in the business environment. The program is valid till November 15, 2023. As of October 31, 2023, the company has 428,900,130 issued shares and 11,053,115 treasury shares.お知らせ • Sep 24MatsukiyoCocokara & Co. to Report Q2, 2024 Results on Nov 14, 2023MatsukiyoCocokara & Co. announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.6%).Price Target Changed • Aug 15Price target increased by 8.9% to JP¥9,138Up from JP¥8,388, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of JP¥9,122. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥341 for next year compared to JP¥288 last year.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥86.06 (vs JP¥56.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥86.06 (up from JP¥56.11 in 1Q 2023). Revenue: JP¥248.2b (up 9.2% from 1Q 2023). Net income: JP¥12.0b (up 51% from 1Q 2023). Profit margin: 4.8% (up from 3.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 11MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 220,000 shares, representing 0.16% for ¥1,936 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 0.16% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,936 million. The shares will be repurchased at a price of ¥8,710 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. The program is valid till August 14, 2023. As of July 31, 2023, the company has 139,472,057 issued shares and 3,494,653 treasury shares.お知らせ • Jun 28MatsukiyoCocokara & Co. to Report Q1, 2024 Results on Aug 10, 2023MatsukiyoCocokara & Co. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥288 (up from JP¥283 in FY 2022). Revenue: JP¥951.2b (up 30% from FY 2022). Net income: JP¥40.5b (up 17% from FY 2022). Profit margin: 4.3% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14MatsukiyoCocokara & Co., Annual General Meeting, Jun 23, 2023MatsukiyoCocokara & Co., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Price Target Changed • Feb 17Price target increased by 7.7% to JP¥7,096Up from JP¥6,591, the current price target is an average from 11 analysts. New target price is 7.4% above last closing price of JP¥6,610. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥285 for next year compared to JP¥283 last year.お知らせ • Feb 15MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 1,250,000 shares, representing 0.89% for ¥8,500 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 1,250,000 shares, representing 0.89% of its issued share capital (excluding treasury stock), for a total purchase price of ¥8,500 million. The shares will be repurchased at a price of ¥6,570 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. The program is valid till February 15, 2023. As of February 14, 2023, the company has 142,966,710 issued shares and 2,415,772 treasury shares.お知らせ • Dec 26MatsukiyoCocokara & Co. to Report Q3, 2023 Results on Feb 14, 2023MatsukiyoCocokara & Co. announced that they will report Q3, 2023 results on Feb 14, 2023お知らせ • Nov 16MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 230,000 shares, representing 0.16% for ¥1,500 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 230,000 shares, representing 0.16% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The shares will be repurchased at a price of ¥5,250 per share. As of November 14, 2022, the company has 142,966,710 issued shares and 2,211,377 treasury shares.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Isao Matsushita was the last independent director to join the board, commencing their role in 2016. 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 • Sep 24MatsukiyoCocokara & Co. to Report Q2, 2023 Results on Nov 14, 2022MatsukiyoCocokara & Co. announced that they will report Q2, 2023 results on Nov 14, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥56.11 (vs JP¥51.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥56.11 (up from JP¥51.03 in 1Q 2022). Revenue: JP¥227.2b (up 65% from 1Q 2022). Net income: JP¥7.93b (up 52% from 1Q 2022). Profit margin: 3.5% (down from 3.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 11% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 13MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 700,000 shares, representing 0.49% for ¥3,600 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 0.49% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,600 million. The purpose of the program is improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. As of August 12, 2022, the company has 142,966,710 issued shares (excluding treasury stock) and 1,627,938 treasury shares.Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥283 (up from JP¥210 in FY 2021). Revenue: JP¥730.0b (up 31% from FY 2021). Net income: JP¥34.6b (up 60% from FY 2021). Profit margin: 4.7% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 31%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15MatsukiyoCocokara & Co., Annual General Meeting, Jun 28, 2022MatsukiyoCocokara & Co., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Isao Matsushita was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.株主還元3088JP Consumer RetailingJP 市場7D4.1%2.8%3.2%1Y-25.7%-11.2%32.5%株主還元を見る業界別リターン: 3088過去 1 年間で-11.2 % の収益を上げたJP Consumer Retailing業界を下回りました。リターン対市場: 3088は、過去 1 年間で32.5 % のリターンを上げたJP市場を下回りました。価格変動Is 3088's price volatile compared to industry and market?3088 volatility3088 Average Weekly Movement4.4%Consumer Retailing Industry Average Movement3.3%Market Average Movement4.4%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.2%安定した株価: 3088 、 JP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: 3088の 週次ボラティリティ ( 4% ) 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193214,293Kiyoo Matsumotowww.matsukiyococokara.com松清ココカラ株式会社は、日本国内でチェーン店、ドラッグストア、保険調剤薬局の運営・管理を行っている。 同社は、フランチャイズ事業の開発や加盟店への商品供給、および経営支援サービスを手掛けています。また、「nake」および「RECIpEO」のブランド名で商品を展開しています。マツキヨココカラ株式会社は1932年に設立され、本社は日本の東京にあります。もっと見るMatsukiyoCocokara & Co. 基礎のまとめMatsukiyoCocokara の収益と売上を時価総額と比較するとどうか。3088 基礎統計学時価総額JP¥989.38b収益（TTM）JP¥57.70b売上高(TTM)JP¥1.13t17.1xPER（株価収益率0.9xP/Sレシオ3088 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3088 損益計算書（TTM）収益JP¥1.13t売上原価JP¥730.27b売上総利益JP¥402.88bその他の費用JP¥345.18b収益JP¥57.70b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）146.71グロス・マージン35.55%純利益率5.09%有利子負債／自己資本比率0.3%3088 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2.2%現在の配当利回り34%配当性向3088 配当は確実ですか？3088 配当履歴とベンチマークを見る3088 、いつまでに購入すれば配当金を受け取れますか？MatsukiyoCocokara 配当日配当落ち日Sep 29 2026配当支払日Dec 02 2026配当落ちまでの日数47 days配当支払日までの日数111 days3088 配当は確実ですか？3088 配当履歴とベンチマークを見る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2026/08/12 22:52終値2026/08/12 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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MatsukiyoCocokara & Co. 10 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。21 アナリスト機関Arashi NishizawaBofA Global ResearchMitsuru TakayanagiCitigroup IncCiti ResearchCitigroup Inc18 その他のアナリストを表示
分析記事 • 1hMatsukiyoCocokara & Co. (TSE:3088) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for MatsukiyoCocokara & Co. ( TSE:3088 ) shareholders, because the company has just released its...
Reported Earnings • Aug 11First quarter 2027 earnings: EPS exceeds analyst expectationsFirst quarter 2027 results: EPS: JP¥37.59 (up from JP¥32.30 in 1Q 2026). Revenue: JP¥289.3b (up 5.7% from 1Q 2026). Net income: JP¥14.9b (up 15% from 1Q 2026). Profit margin: 5.1% (up from 4.7% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 10MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2026 and Full Year Ending March 31, 2027MatsukiyoCocokara & Co. provided consolidated earnings guidance for the six months ending September 30, 2026 and full year ending March 31, 2027. For the first half, the company expects net sales to be JPY 572,000 million, operating profit to be JPY 39,500 million, profit attributable to owners of parent to be JPY 27,000 million or basic earnings per share to be JPY 68.27. For the year, the company expects net sales to be JPY 1,155,000 million, operating profit to be JPY 87,500 million, profit attributable to owners of parent to be JPY 59,000 million or basic earnings per share to be JPY 149.18.
Declared Dividend • Jul 25Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 15% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 30MatsukiyoCocokara & Co. to Report Q1, 2027 Results on Aug 10, 2026MatsukiyoCocokara & Co. announced that they will report Q1, 2027 results on Aug 10, 2026
分析記事 • May 15MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts ThinkLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...
分析記事 • 1hMatsukiyoCocokara & Co. (TSE:3088) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a good week for MatsukiyoCocokara & Co. ( TSE:3088 ) shareholders, because the company has just released its...
Reported Earnings • Aug 11First quarter 2027 earnings: EPS exceeds analyst expectationsFirst quarter 2027 results: EPS: JP¥37.59 (up from JP¥32.30 in 1Q 2026). Revenue: JP¥289.3b (up 5.7% from 1Q 2026). Net income: JP¥14.9b (up 15% from 1Q 2026). Profit margin: 5.1% (up from 4.7% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 10MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2026 and Full Year Ending March 31, 2027MatsukiyoCocokara & Co. provided consolidated earnings guidance for the six months ending September 30, 2026 and full year ending March 31, 2027. For the first half, the company expects net sales to be JPY 572,000 million, operating profit to be JPY 39,500 million, profit attributable to owners of parent to be JPY 27,000 million or basic earnings per share to be JPY 68.27. For the year, the company expects net sales to be JPY 1,155,000 million, operating profit to be JPY 87,500 million, profit attributable to owners of parent to be JPY 59,000 million or basic earnings per share to be JPY 149.18.
Declared Dividend • Jul 25Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 15% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 30MatsukiyoCocokara & Co. to Report Q1, 2027 Results on Aug 10, 2026MatsukiyoCocokara & Co. announced that they will report Q1, 2027 results on Aug 10, 2026
分析記事 • May 15MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts ThinkLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...
お知らせ • May 14MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 5,000,000 shares, representing 1.26% for ¥11,635 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.26% of its issued share capital (excluding treasury stock), for a total purchase price of ¥11,635 million. The shares will be repurchased at a price of ¥2,327 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. The program will be valid till May 14, 2026. As of April 30, 2025, the company has 397,928,861 outstanding shares (excluding treasury stock) and 12,346,969 treasury shares.
Reported Earnings • May 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥140 (up from JP¥134 in FY 2025). Revenue: JP¥1.12t (up 5.3% from FY 2025). Net income: JP¥55.8b (up 2.0% from FY 2025). Profit margin: 5.0% (down from 5.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 13MatsukiyoCocokara & Co., Annual General Meeting, Jun 19, 2026MatsukiyoCocokara & Co., Annual General Meeting, Jun 19, 2026.
お知らせ • May 09MatsukiyoCocokara & Co. to Report Fiscal Year 2026 Results on May 13, 2026MatsukiyoCocokara & Co. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Feb 16MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkMatsukiyoCocokara & Co. ( TSE:3088 ) shareholders are probably feeling a little disappointed, since its shares fell...
分析記事 • Feb 15MatsukiyoCocokara (TSE:3088) Has Announced A Dividend Of ¥24.00MatsukiyoCocokara & Co. ( TSE:3088 ) will pay a dividend of ¥24.00 on the 23rd of June. This takes the annual payment...
Reported Earnings • Feb 14Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥40.39. Revenue: JP¥290.2b (up 5.2% from 3Q 2025). Net income: JP¥16.1b (down 1.2% from 3Q 2025). Profit margin: 5.5% (down from 5.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan.
お知らせ • Feb 13MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales to be JPY 1,100,000 million, operating profit to be JPY 85,500 million, profit attributable to owners of parent to be JPY 56,500 million and basic earnings per share to be JPY 141.67.
分析記事 • Feb 04MatsukiyoCocokara & Co.'s (TSE:3088) Business Is Yet to Catch Up With Its Share PriceMatsukiyoCocokara & Co.'s ( TSE:3088 ) price-to-earnings (or "P/E") ratio of 17.9x might make it look like a sell right...
分析記事 • Jan 21Should You Be Adding MatsukiyoCocokara (TSE:3088) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Dec 25MatsukiyoCocokara (TSE:3088) Will Pay A Dividend Of ¥24.00MatsukiyoCocokara & Co.'s ( TSE:3088 ) investors are due to receive a payment of ¥24.00 per share on 23rd of June. The...
お知らせ • Dec 25MatsukiyoCocokara & Co. to Report Q3, 2026 Results on Feb 13, 2026MatsukiyoCocokara & Co. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Dec 17MatsukiyoCocokara (TSE:3088) Shareholders Will Want The ROCE Trajectory To ContinueThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 • Dec 03MatsukiyoCocokara (TSE:3088) Has Announced A Dividend Of ¥24.00MatsukiyoCocokara & Co.'s ( TSE:3088 ) investors are due to receive a payment of ¥24.00 per share on 23rd of June. This...
Declared Dividend • Dec 03First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 17% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 16MatsukiyoCocokara & Co. (TSE:3088) Half-Yearly Results: Here's What Analysts Are Forecasting For This YearMatsukiyoCocokara & Co. ( TSE:3088 ) last week reported its latest interim results, which makes it a good time for...
Reported Earnings • Nov 14Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥34.12 (up from JP¥32.42 in 2Q 2025). Revenue: JP¥275.5b (up 3.6% from 2Q 2025). Net income: JP¥13.6b (up 2.2% from 2Q 2025). Profit margin: 4.9% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Nov 14+ 1 more updateMatsukiyoCocokara & Co. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025 and Provides Year End Dividend Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. announced dividend of JPY 24.00 per share for the second quarter ended September 30, 2025 compared to JPY 21.00 per share paid a year ago. Scheduled date to commence dividend payments: December 2, 2025 The company provided year end dividend guidance for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 24.00 per share for the year ending March 31, 2026 compared to JPY 23.00 per share paid a year ago.
分析記事 • Oct 08MatsukiyoCocokara (TSE:3088) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Sep 25MatsukiyoCocokara & Co. to Report Q2, 2026 Results on Nov 13, 2025MatsukiyoCocokara & Co. announced that they will report Q2, 2026 results on Nov 13, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
分析記事 • Aug 29MatsukiyoCocokara & Co.'s (TSE:3088) Intrinsic Value Is Potentially 57% Above Its Share PriceKey Insights The projected fair value for MatsukiyoCocokara is JP¥4,844 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Aug 15MatsukiyoCocokara & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its quarterly result to the market...
Reported Earnings • Aug 14First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥32.30 (up from JP¥28.00 in 1Q 2025). Revenue: JP¥273.6b (up 5.3% from 1Q 2025). Net income: JP¥12.9b (up 11% from 1Q 2025). Profit margin: 4.7% (up from 4.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 16% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29MatsukiyoCocokara & Co. to Report Q1, 2026 Results on Aug 13, 2025MatsukiyoCocokara & Co. announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥125 in FY 2024). Revenue: JP¥1.06t (up 3.8% from FY 2024). Net income: JP¥54.7b (up 4.4% from FY 2024). Profit margin: 5.2% (up from 5.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
Buy Or Sell Opportunity • Jun 09Now 20% undervaluedOver the last 90 days, the stock has risen 22% to JP¥2,837. The fair value is estimated to be JP¥3,553, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
Buy Or Sell Opportunity • May 16Now 21% undervaluedOver the last 90 days, the stock has risen 34% to JP¥2,899. The fair value is estimated to be JP¥3,652, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.
Reported Earnings • May 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥125 in FY 2024). Revenue: JP¥1.06t (up 3.8% from FY 2024). Net income: JP¥54.7b (up 4.4% from FY 2024). Profit margin: 5.2% (up from 5.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 10MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 5,700,000 shares, representing 1.41% for ¥15,276 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 5,700,000 shares, representing 1.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15.276 million. The shares will be repurchased at a price of ¥2,680 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. As of April 30, 2025, the company has 403,576,592 issued shares and 12,099,038 treasury shares.
お知らせ • May 09MatsukiyoCocokara & Co., Annual General Meeting, Jun 20, 2025MatsukiyoCocokara & Co., Annual General Meeting, Jun 20, 2025.
お知らせ • Mar 22MatsukiyoCocokara & Co. to Report Fiscal Year 2025 Results on May 09, 2025MatsukiyoCocokara & Co. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
Reported Earnings • Feb 16Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥40.30. Revenue: JP¥275.8b (up 5.0% from 3Q 2024). Net income: JP¥16.3b (down 1.2% from 3Q 2024). Profit margin: 5.9% (down from 6.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan.
お知らせ • Jan 03MatsukiyoCocokara & Co. to Report Q3, 2025 Results on Feb 14, 2025MatsukiyoCocokara & Co. announced that they will report Q3, 2025 results on Feb 14, 2025
Reported Earnings • Nov 20Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥32.42 (down from JP¥33.10 in 2Q 2024). Revenue: JP¥266.0b (up 2.5% from 2Q 2024). Net income: JP¥13.3b (down 4.0% from 2Q 2024). Profit margin: 5.0% (down from 5.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Buy Or Sell Opportunity • Oct 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥2,155. The fair value is estimated to be JP¥2,701, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
お知らせ • Sep 25MatsukiyoCocokara & Co. to Report Q2, 2025 Results on Nov 14, 2024MatsukiyoCocokara & Co. announced that they will report Q2, 2025 results on Nov 14, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 18First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥28.00 (down from JP¥28.69 in 1Q 2024). Revenue: JP¥259.7b (up 4.6% from 1Q 2024). Net income: JP¥11.7b (down 2.7% from 1Q 2024). Profit margin: 4.5% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 15MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 13,224,500 shares, for ¥29,999.78 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 13,224,500 shares, representing 3.17% of its issued share capital (excluding treasury stock), for a total purchase price of ¥29,999.78 million. The shares will be repurchased at a price of ¥2,268.5 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. As of July 31, 2024, the company has 416,747,449 issued shares and 12,152,681 treasury shares.
Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥125 (up from JP¥96.02 in FY 2023). Revenue: JP¥1.02t (up 7.5% from FY 2023). Net income: JP¥52.3b (up 29% from FY 2023). Profit margin: 5.1% (up from 4.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Jun 22MatsukiyoCocokara & Co. to Report Q1, 2025 Results on Aug 13, 2024MatsukiyoCocokara & Co. announced that they will report Q1, 2025 results on Aug 13, 2024
Reported Earnings • May 12Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥125 (up from JP¥96.02 in FY 2023). Revenue: JP¥1.02t (up 7.5% from FY 2023). Net income: JP¥52.3b (up 29% from FY 2023). Profit margin: 5.1% (up from 4.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
お知らせ • May 12MatsukiyoCocokara & Co., Annual General Meeting, Jun 21, 2024MatsukiyoCocokara & Co., Annual General Meeting, Jun 21, 2024.
お知らせ • May 11MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 420,000 shares, representing 0.1% for ¥964.74 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 420,000 shares, representing 0.1% of its issued share capital (excluding treasury stock), for a total purchase price of ¥964.74 million. The shares will be repurchased at a price of ¥2,297 per share. The purpose of the program is to improve capital efficiency and enable it to implement a flexible capital policy that responds to changes in the business environment. As of March 31, 2024, the company has 417,561,819 issued shares and 417,561,819 treasury shares.
お知らせ • Mar 27MatsukiyoCocokara & Co. to Report Fiscal Year 2024 Results on May 10, 2024MatsukiyoCocokara & Co. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%).
Reported Earnings • Feb 16Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥39.42 (up from JP¥32.60 in 3Q 2023). Revenue: JP¥262.6b (up 5.4% from 3Q 2023). Net income: JP¥16.5b (up 20% from 3Q 2023). Profit margin: 6.3% (up from 5.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Dec 24MatsukiyoCocokara & Co. to Report Q3, 2024 Results on Feb 14, 2024MatsukiyoCocokara & Co. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 18Second quarter 2024 earnings: Revenues exceed analyst expectationsSecond quarter 2024 results: Revenue: JP¥259.5b (up 9.1% from 2Q 2023). Net income: JP¥13.8b (up 31% from 2Q 2023). Profit margin: 5.3% (up from 4.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan.
お知らせ • Nov 17MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 800,000 shares, representing 0.19% for ¥2,172 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 0.19% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,172 million. The shares will be repurchased at a price of ¥2,715 per share. The purpose of the program is to improve capital efficiency and enable flexible capital policy implementation in response to changes in the business environment. The program is valid till November 15, 2023. As of October 31, 2023, the company has 428,900,130 issued shares and 11,053,115 treasury shares.
お知らせ • Sep 24MatsukiyoCocokara & Co. to Report Q2, 2024 Results on Nov 14, 2023MatsukiyoCocokara & Co. announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.6%).
Price Target Changed • Aug 15Price target increased by 8.9% to JP¥9,138Up from JP¥8,388, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of JP¥9,122. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥341 for next year compared to JP¥288 last year.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥86.06 (vs JP¥56.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥86.06 (up from JP¥56.11 in 1Q 2023). Revenue: JP¥248.2b (up 9.2% from 1Q 2023). Net income: JP¥12.0b (up 51% from 1Q 2023). Profit margin: 4.8% (up from 3.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 11MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 220,000 shares, representing 0.16% for ¥1,936 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 0.16% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,936 million. The shares will be repurchased at a price of ¥8,710 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. The program is valid till August 14, 2023. As of July 31, 2023, the company has 139,472,057 issued shares and 3,494,653 treasury shares.
お知らせ • Jun 28MatsukiyoCocokara & Co. to Report Q1, 2024 Results on Aug 10, 2023MatsukiyoCocokara & Co. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥288 (up from JP¥283 in FY 2022). Revenue: JP¥951.2b (up 30% from FY 2022). Net income: JP¥40.5b (up 17% from FY 2022). Profit margin: 4.3% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14MatsukiyoCocokara & Co., Annual General Meeting, Jun 23, 2023MatsukiyoCocokara & Co., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Price Target Changed • Feb 17Price target increased by 7.7% to JP¥7,096Up from JP¥6,591, the current price target is an average from 11 analysts. New target price is 7.4% above last closing price of JP¥6,610. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥285 for next year compared to JP¥283 last year.
お知らせ • Feb 15MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 1,250,000 shares, representing 0.89% for ¥8,500 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 1,250,000 shares, representing 0.89% of its issued share capital (excluding treasury stock), for a total purchase price of ¥8,500 million. The shares will be repurchased at a price of ¥6,570 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. The program is valid till February 15, 2023. As of February 14, 2023, the company has 142,966,710 issued shares and 2,415,772 treasury shares.
お知らせ • Dec 26MatsukiyoCocokara & Co. to Report Q3, 2023 Results on Feb 14, 2023MatsukiyoCocokara & Co. announced that they will report Q3, 2023 results on Feb 14, 2023
お知らせ • Nov 16MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 230,000 shares, representing 0.16% for ¥1,500 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 230,000 shares, representing 0.16% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The shares will be repurchased at a price of ¥5,250 per share. As of November 14, 2022, the company has 142,966,710 issued shares and 2,211,377 treasury shares.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Isao Matsushita was the last independent director to join the board, commencing their role in 2016. 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 • Sep 24MatsukiyoCocokara & Co. to Report Q2, 2023 Results on Nov 14, 2022MatsukiyoCocokara & Co. announced that they will report Q2, 2023 results on Nov 14, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥56.11 (vs JP¥51.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥56.11 (up from JP¥51.03 in 1Q 2022). Revenue: JP¥227.2b (up 65% from 1Q 2022). Net income: JP¥7.93b (up 52% from 1Q 2022). Profit margin: 3.5% (down from 3.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 11% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 13MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 700,000 shares, representing 0.49% for ¥3,600 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 0.49% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,600 million. The purpose of the program is improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. As of August 12, 2022, the company has 142,966,710 issued shares (excluding treasury stock) and 1,627,938 treasury shares.
Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥283 (up from JP¥210 in FY 2021). Revenue: JP¥730.0b (up 31% from FY 2021). Net income: JP¥34.6b (up 60% from FY 2021). Profit margin: 4.7% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 31%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15MatsukiyoCocokara & Co., Annual General Meeting, Jun 28, 2022MatsukiyoCocokara & Co., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Isao Matsushita was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
