Oisix（3182）株式概要株式会社オイシックスは、日本の一般消費者を対象に、有機野菜、農産物、無添加加工食品、その他の食品および食材のオンラインおよびカタログ販売を行っています。 詳細3182 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績5/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より67.4%で取引されている 収益は年間8.75%増加すると予測されています 過去1年間で収益は24.4%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、3182 、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3182 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,183 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 NarrativeBLINROAG489,183 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.56k13.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0293b2016201920222025202620282031Revenue JP¥293.4bEarnings JP¥5.3bAdvancedSet Fair ValueView all narrativesOisix Inc. 競合他社Mammy Mart HoldingsSymbol: TSE:9823Market cap: JP¥52.0bG-7 HoldingsSymbol: TSE:7508Market cap: JP¥61.7bDaikokutenbussanLtdSymbol: TSE:2791Market cap: JP¥61.8bRetail PartnersSymbol: TSE:8167Market cap: JP¥57.7b価格と性能株価の高値、安値、推移の概要Oisix過去の株価現在の株価JP¥1,556.0052週高値JP¥1,997.0052週安値JP¥1,291.00ベータ1.11ヶ月の変化5.63%3ヶ月変化7.53%1年変化-7.60%3年間の変化-31.39%5年間の変化-61.63%IPOからの変化125.51%最新ニュース分析記事 • May 21We Think That There Are Some Issues For Oisix ra daichi (TSE:3182) Beyond Its Promising EarningsOisix ra daichi Inc. ( TSE:3182 ) just released a solid earnings report, and the stock displayed some strength...お知らせ • May 19+ 3 more updatesOisix ra daichi Inc. to Report Q3, 2027 Results on Feb 15, 2027Oisix ra daichi Inc. announced that they will report Q3, 2027 results on Feb 15, 2027Reported Earnings • May 17Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥130 (up from JP¥103 in FY 2025). Revenue: JP¥251.4b (down 1.8% from FY 2025). Net income: JP¥4.53b (up 24% from FY 2025). Profit margin: 1.8% (up from 1.4% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 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 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 14Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥99.13 (vs JP¥32.94 in 3Q 2025)Third quarter 2026 results: EPS: JP¥99.13 (up from JP¥32.94 in 3Q 2025). Revenue: JP¥62.8b (down 7.5% from 3Q 2025). Net income: JP¥3.44b (up 201% from 3Q 2025). Profit margin: 5.5% (up from 1.7% in 3Q 2025). Revenue is forecast to grow 1.3% 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 27% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.分析記事 • Nov 17Is Now The Time To Look At Buying Oisix ra daichi Inc. (TSE:3182)?Oisix ra daichi Inc. ( TSE:3182 ), is not the largest company out there, but it saw significant share price movement...最新情報をもっと見るRecent updates分析記事 • May 21We Think That There Are Some Issues For Oisix ra daichi (TSE:3182) Beyond Its Promising EarningsOisix ra daichi Inc. ( TSE:3182 ) just released a solid earnings report, and the stock displayed some strength...お知らせ • May 19+ 3 more updatesOisix ra daichi Inc. to Report Q3, 2027 Results on Feb 15, 2027Oisix ra daichi Inc. announced that they will report Q3, 2027 results on Feb 15, 2027Reported Earnings • May 17Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥130 (up from JP¥103 in FY 2025). Revenue: JP¥251.4b (down 1.8% from FY 2025). Net income: JP¥4.53b (up 24% from FY 2025). Profit margin: 1.8% (up from 1.4% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 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 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 14Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥99.13 (vs JP¥32.94 in 3Q 2025)Third quarter 2026 results: EPS: JP¥99.13 (up from JP¥32.94 in 3Q 2025). Revenue: JP¥62.8b (down 7.5% from 3Q 2025). Net income: JP¥3.44b (up 201% from 3Q 2025). Profit margin: 5.5% (up from 1.7% in 3Q 2025). Revenue is forecast to grow 1.3% 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 27% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.分析記事 • Nov 17Is Now The Time To Look At Buying Oisix ra daichi Inc. (TSE:3182)?Oisix ra daichi Inc. ( TSE:3182 ), is not the largest company out there, but it saw significant share price movement...Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥5.10 (vs JP¥58.24 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.10 (down from JP¥58.24 in 2Q 2025). Revenue: JP¥65.4b (up 4.7% from 2Q 2025). Net income: JP¥177.0m (down 91% from 2Q 2025). Profit margin: 0.3% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. 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 30% 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 • Oct 03An undisclosed buyer completed the acquisition of 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182).An undisclosed buyer agreed to acquire 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182) on June 26, 2025. The proceeds from the sale will be used to repay borrowings. For the period ending 2024, DAISHINTO/SHiDAX reported total revenue of ¥32.02 billion and net income of ¥2.74 billion. As of December 31, 2024, DAISHINTO/SHiDAX reported total common equity of ¥21.9 billion.The expected completion of the transaction is October 1, 2025. An undisclosed buyer completed the acquisition of 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182) on October 1, 2025.New Risk • Sep 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥21.59 (vs JP¥9.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.59 (up from JP¥9.32 in 1Q 2025). Revenue: JP¥66.4b (up 5.1% from 1Q 2025). Net income: JP¥750.0m (up 121% from 1Q 2025). Profit margin: 1.1% (up from 0.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jun 10+ 2 more updatesOisix ra daichi Inc. to Report Q3, 2026 Results on Feb 12, 2026Oisix ra daichi Inc. announced that they will report Q3, 2026 results on Feb 12, 2026お知らせ • May 31Oisix ra daichi Inc. to Report Q1, 2026 Results on Aug 13, 2025Oisix ra daichi Inc. announced that they will report Q1, 2026 results on Aug 13, 2025New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 2.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin).Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥103 (down from JP¥112 in FY 2024). Revenue: JP¥256.0b (up 73% from FY 2024). Net income: JP¥3.64b (down 11% from FY 2024). Profit margin: 1.4% (down from 2.8% in FY 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 12%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 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 35% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 15Oisix ra daichi Inc., Annual General Meeting, Jun 26, 2025Oisix ra daichi Inc., Annual General Meeting, Jun 26, 2025.分析記事 • Apr 17There's Reason For Concern Over Oisix ra daichi Inc.'s (TSE:3182) PriceIt's not a stretch to say that Oisix ra daichi Inc.'s ( TSE:3182 ) price-to-earnings (or "P/E") ratio of 10.8x right...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,053, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 64% over the past three years.Reported Earnings • Apr 02Third quarter 2025 earnings released: EPS: JP¥32.22 (vs JP¥44.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥32.22 (down from JP¥44.15 in 3Q 2024). Revenue: JP¥67.9b (up 111% from 3Q 2024). Net income: JP¥1.12b (down 31% from 3Q 2024). Profit margin: 1.6% (down from 5.0% in 3Q 2024). Revenue is forecast to grow 3.4% 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 24% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results.お知らせ • Mar 31Oisix ra daichi Inc. Appoints Tetsuya Nakagawa as CFO, Effective April 1st, 2025Oisix ra daichi Inc. announced that the appointed Tetsuya Nakagawa as CFO, effective April 1st, 2025, based on the resolution at the Board of Directors Meeting held on March 27th, 2025.お知らせ • Mar 27Oisix ra daichi Inc. to Report Q3, 2025 Results on Mar 31, 2025Oisix ra daichi Inc. announced that they will report Q3, 2025 results on Mar 31, 2025分析記事 • Jan 16Does Oisix ra daichi (TSE:3182) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Dec 17Oisix ra daichi (TSE:3182) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Dec 11Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥102 to JP¥124. Revenue forecast steady at JP¥254.4b. Net income forecast to shrink 22% next year vs 11% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,250 unchanged from last update. Share price fell 6.1% to JP¥1,472 over the past week.分析記事 • Nov 25Oisix ra daichi's (TSE:3182) Earnings Are Weaker Than They SeemOisix ra daichi Inc.'s ( TSE:3182 ) stock was strong after they recently reported robust earnings. However, our...Major Estimate Revision • Nov 23Consensus EPS estimates increase by 30%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥78.35 to JP¥102. Revenue forecast steady at JP¥254.4b. Net income forecast to shrink 1.2% next year vs 11% growth forecast for Consumer Retailing industry in Japan . Consensus price target up from JP¥1,800 to JP¥2,250. Share price rose 9.5% to JP¥1,633 over the past week.分析記事 • Nov 21What Oisix ra daichi Inc.'s (TSE:3182) 26% Share Price Gain Is Not Telling YouThe Oisix ra daichi Inc. ( TSE:3182 ) share price has done very well over the last month, posting an excellent gain of...Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,489, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 59% over the past three years.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.お知らせ • Oct 16Oisix ra daichi Inc. to Report Q4, 2025 Results on May 15, 2025Oisix ra daichi Inc. announced that they will report Q4, 2025 results on May 15, 2025お知らせ • Aug 20+ 1 more updateOisix ra daichi Inc. to Report Q2, 2025 Results on Nov 14, 2024Oisix ra daichi Inc. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥9.68 (vs JP¥22.35 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.68 (down from JP¥22.35 in 1Q 2024). Revenue: JP¥63.2b (up 116% from 1Q 2024). Net income: JP¥352.0m (down 57% from 1Q 2024). Profit margin: 0.6% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 13% 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 fallen by 13% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,063, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 74% over the past three years.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Full-Time External Auditor Chika Otobe was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jun 28Oisix ra daichi Inc. to Report Q1, 2025 Results on Aug 14, 2024Oisix ra daichi Inc. announced that they will report Q1, 2025 results on Aug 14, 2024Major Estimate Revision • Jun 13Consensus EPS estimates increase by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥246.0b to JP¥250.0b. EPS estimate increased from JP¥65.60 to JP¥82.10 per share. Net income forecast to shrink 27% next year vs 5.6% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,230 unchanged from last update. Share price fell 7.7% to JP¥1,194 over the past week.New Risk • May 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results.分析記事 • May 22There May Be Underlying Issues With The Quality Of Oisix ra daichi's (TSE:3182) EarningsOisix ra daichi Inc.'s ( TSE:3182 ) stock was strong after they recently reported robust earnings. However, we think...Reported Earnings • May 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥113 (up from JP¥49.43 in FY 2023). Revenue: JP¥148.4b (up 29% from FY 2023). Net income: JP¥4.12b (up 128% from FY 2023). Profit margin: 2.8% (up from 1.6% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 27% per year.お知らせ • May 16Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2024Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2024.お知らせ • May 15Oisix ra daichi Inc. (TSE:3182) announces an Equity Buyback for 1,825,000 shares, representing 4.99% for ¥3,000 million.Oisix ra daichi Inc. (TSE:3182) announces a share repurchase program. Under the program, the company will repurchase up to 1,825,000 shares, representing 4.99% of its issued shares for ¥3,000 million. The shares will be repurchased at a price of ¥3,070 per share. The purpose of the program is to return profits to shareholders. The shares repurchased will be used for the future strategic M&A transactions, etc. The company plans to use its own funds to cover the entire cost of the repurchases of its own shares. The program will expire on October 31, 2024. As of March 31, 2024, the company had 36,557,962 shares outstanding and 1,470,130 shares in treasury.分析記事 • Apr 08There's Reason For Concern Over Oisix ra daichi Inc.'s (TSE:3182) PriceIt's not a stretch to say that Oisix ra daichi Inc.'s ( TSE:3182 ) price-to-earnings (or "P/E") ratio of 15.2x right...お知らせ • Mar 07Oisix ra daichi Inc. (TSE:3182) acquired an unknown stake in Agrigate Co., Ltd.Oisix ra daichi Inc. (TSE:3182) acquired an unknown stake in Agrigate Co., Ltd. on March 7, 2024.Oisix ra daichi Inc. (TSE:3182) completed the acquisition of an unknown stake in Agrigate Co., Ltd. on March 7, 2024.お知らせ • Mar 02Oisix ra daichi Inc. to Report Fiscal Year 2024 Results on May 14, 2024Oisix ra daichi Inc. announced that they will report fiscal year 2024 results on May 14, 2024お知らせ • Feb 29Oisix Ra Daichi Inc. Announces Changes to its BoardOisix Ra Daichi Inc.'s has announced that Kazuyoshi Fujita, the company's chairman, has tendered his resignation.In order to clarify the supervisory responsibility for Fujita, the Company's representative director and president, Kohei Takashima, will be appointed at the end of this fiscal year.Major Estimate Revision • Feb 27Consensus EPS estimates fall by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥149.7b to JP¥147.0b. EPS estimate also fell from JP¥152 per share to JP¥95.70 per share. Net income forecast to shrink 7.2% next year vs 5.2% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,230 unchanged from last update. Share price rose 2.6% to JP¥1,415 over the past week.Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥44.15 (vs JP¥28.72 in 3Q 2023)Third quarter 2024 results: EPS: JP¥44.15 (up from JP¥28.72 in 3Q 2023). Revenue: JP¥32.2b (flat on 3Q 2023). Net income: JP¥1.61b (up 54% from 3Q 2023). Profit margin: 5.0% (up from 3.3% in 3Q 2023). Revenue is forecast to grow 34% 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 fallen by 34% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.New Risk • Feb 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.5% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).お知らせ • Jan 01Oisix ra daichi Inc. to Report Q3, 2024 Results on Feb 13, 2024Oisix ra daichi Inc. announced that they will report Q3, 2024 results on Feb 13, 2024Major Estimate Revision • Dec 12Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥121.3b to JP¥130.4b. EPS estimate increased from JP¥93.25 to JP¥113 per share. Net income forecast to grow 65% next year vs 6.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥2,230 unchanged from last update. Share price fell 5.5% to JP¥1,318 over the past week.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥15.98 (vs JP¥8.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.98 (up from JP¥8.34 in 2Q 2023). Revenue: JP¥28.2b (up 2.3% from 2Q 2023). Net income: JP¥584.0m (up 92% from 2Q 2023). Profit margin: 2.1% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 fallen by 33% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Retailing industry in Japan. Total loss to shareholders of 58% over the past three years.お知らせ • Aug 30Oisix ra daichi Inc. to Report Q2, 2024 Results on Nov 10, 2023Oisix ra daichi Inc. announced that they will report Q2, 2024 results on Nov 10, 2023お知らせ • Aug 12Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales to be JPY 126,500 million, Operating profit to be JPY 6,000 million, net income to be JPY 3,800 million or JPY 103.94 per basic share.Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥22.35 (vs JP¥16.06 in 1Q 2023)First quarter 2024 results: EPS: JP¥22.35 (up from JP¥16.06 in 1Q 2023). Revenue: JP¥29.3b (up 4.9% from 1Q 2023). Net income: JP¥817.0m (up 39% from 1Q 2023). Profit margin: 2.8% (up from 2.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jun 03Oisix ra daichi Inc. to Report Q1, 2024 Results on Aug 10, 2023Oisix ra daichi Inc. announced that they will report Q1, 2024 results on Aug 10, 2023Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,473, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Consumer Retailing industry in Japan. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,608 per share.Buying Opportunity • May 17Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥3,608, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 9.6%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 198% in the next 2 years.お知らせ • May 16Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2024. The company expects net sales to be JPY 126,500 million, Operating profit to be JPY 6,000 million, net income to be JPY 3,800 million or JPY 103.94 per basic share.Reported Earnings • May 13Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥49.43 (down from JP¥74.63 in FY 2022). Revenue: JP¥115.2b (up 1.5% from FY 2022). Net income: JP¥1.81b (down 34% from FY 2022). Profit margin: 1.6% (down from 2.4% 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 30%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 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 fallen by 10% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • May 13Oisix ra daichi Inc., Annual General Meeting, Jun 27, 2023Oisix ra daichi Inc., Annual General Meeting, Jun 27, 2023.Major Estimate Revision • Mar 16Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥60.53 to JP¥68.20. Revenue forecast steady at JP¥117.3b. Net income forecast to grow 174% next year vs 8.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥3,550 unchanged from last update. Share price was steady at JP¥2,206 over the past week.Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥28.72 (vs JP¥31.14 in 3Q 2022)Third quarter 2023 results: EPS: JP¥28.72 (down from JP¥31.14 in 3Q 2022). Revenue: JP¥32.0b (up 2.5% from 3Q 2022). Net income: JP¥1.05b (down 7.7% from 3Q 2022). Profit margin: 3.3% (down from 3.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 09Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share.お知らせ • Dec 23Oisix ra daichi Inc. to Report Q3, 2023 Results on Feb 09, 2023Oisix ra daichi Inc. announced that they will report Q3, 2023 results on Feb 09, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥8.34 (vs JP¥23.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.34 (down from JP¥23.62 in 2Q 2022). Revenue: JP¥27.5b (down 2.5% from 2Q 2022). Net income: JP¥305.0m (down 65% from 2Q 2022). Profit margin: 1.1% (down from 3.1% in 2Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥8.34 (vs JP¥23.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.34 (down from JP¥23.62 in 2Q 2022). Revenue: JP¥27.5b (down 2.5% from 2Q 2022). Net income: JP¥305.0m (down 65% from 2Q 2022). Profit margin: 1.1% (down from 3.1% in 2Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 14% per year.お知らせ • Nov 11Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share.お知らせ • Sep 22Oisix ra daichi Inc. to Report Q2, 2023 Results on Nov 10, 2022Oisix ra daichi Inc. announced that they will report Q2, 2023 results on Nov 10, 2022お知らせ • Sep 21Oisix ra daichi Inc. (TSE:3182) made a bid to acquire 33.34% stake in Shidax Corporation (TSE:4837) from Unison Capital Partners IV, LPS and Unison Capital Partners IV(F), L.P. managed by Unison Capital, Inc. for ¥541.Oisix ra daichi Inc. (TSE:3182) made a bid to acquire 33.34% stake in Shidax Corporation (TSE:4837) from Unison Capital Partners IV, LPS and Unison Capital Partners IV(F), L.P. managed by Unison Capital, Inc. for ¥541 on August 29, 2022. Tender offer will be commenced from August 30, 2022, and will close on October 1, 2022.Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥16.06 (vs JP¥35.39 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.06 (down from JP¥35.39 in 1Q 2022). Revenue: JP¥27.9b (flat on 1Q 2022). Net income: JP¥587.0m (down 55% from 1Q 2022). Profit margin: 2.1% (down from 4.6% in 1Q 2022). Over the next year, revenue is forecast to grow 6.8%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 11Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share.お知らせ • Jul 21Oisix ra daichi Inc. to Report Q4, 2023 Results on May 11, 2023Oisix ra daichi Inc. announced that they will report Q4, 2023 results on May 11, 2023Major Estimate Revision • Jun 22Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥62.94 to JP¥74.95. Revenue forecast steady at JP¥119.4b. Net income forecast to shrink 12% next year vs 7.1% growth forecast for Online Retail industry in Japan . Consensus price target down from JP¥5,882 to JP¥5,000. Share price fell 5.2% to JP¥1,446 over the past week.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,526, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 4.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,533 per share.お知らせ • Jun 01Oisix ra daichi Inc. to Report Q1, 2023 Results on Aug 10, 2022Oisix ra daichi Inc. announced that they will report Q1, 2023 results on Aug 10, 2022Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to JP¥1,815, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,541 per share.Buying Opportunity • May 15Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 67% in the next 2 years.お知らせ • May 14Oisix ra daichi Inc., Annual General Meeting, Jun 28, 2022Oisix ra daichi Inc., Annual General Meeting, Jun 28, 2022.Reported Earnings • May 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥74.63 (down from JP¥134 in FY 2021). Revenue: JP¥113.5b (up 13% from FY 2021). Net income: JP¥2.73b (down 46% from FY 2021). Profit margin: 2.4% (down from 5.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.8%, compared to a 14% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share.Price Target Changed • Apr 27Price target increased to JP¥5,000Up from JP¥3,150, the current price target is an average from 3 analysts. New target price is 81% above last closing price of JP¥2,765. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of JP¥89.75 for next year compared to JP¥134 last year.Major Estimate Revision • Mar 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥101 to JP¥89.75 per share. Revenue forecast steady at JP¥113.5b. Net income forecast to shrink 25% next year vs 17% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥5,000 unchanged from last update. Share price rose 3.2% to JP¥3,105 over the past week.Major Estimate Revision • Feb 17Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥115.1b to JP¥112.9b. EPS estimate also fell from JP¥102 per share to JP¥67.04 per share. Net income forecast to shrink 16% next year vs 12% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥6,000 unchanged from last update. Share price was steady at JP¥2,611 over the past week.Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥31.14 (down from JP¥38.11 in 3Q 2021). Revenue: JP¥31.2b (up 15% from 3Q 2021). Net income: JP¥1.14b (down 21% from 3Q 2021). Profit margin: 3.6% (down from 5.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 6.4%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11Oisix ra daichi Inc. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2022Oisix ra daichi Inc. revised consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expects net sales of JPY 113,000 million, operating income to be in the range of JPY 3,500 million - JPY 4,000 million, profit attributable to owners of parent of JPY 2,500 million or JPY 68.41 per share compared to previous guidance of net sales of JPY 105,000 million, operating income of JPY 5,000 million, profit attributable to owners of parent of JPY 3,000 million or JPY 82.13 per share.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥2,273, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 20% over the past three years.Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥124 to JP¥111 per share. Revenue forecast steady at JP¥112.0b. Net income forecast to shrink 8.2% next year vs 13% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥4,900 unchanged from last update. Share price fell 6.1% to JP¥3,370 over the past week.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥3,700, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,669 per share.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥23.62 (vs JP¥33.37 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥28.3b (up 16% from 2Q 2021). Net income: JP¥863.0m (down 32% from 2Q 2021). Profit margin: 3.1% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.株主還元3182JP Consumer RetailingJP 市場7D3.1%2.2%-3.5%1Y-7.6%-5.1%37.4%株主還元を見る業界別リターン: 3182過去 1 年間で-5.1 % 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: 3182は、過去 1 年間で37.4 % のリターンを上げたJP市場を下回りました。価格変動Is 3182's price volatile compared to industry and market?3182 volatility3182 Average Weekly Movement4.3%Consumer Retailing Industry Average Movement3.1%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 3182 、 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: 3182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19978,196Kohey Takashimawww.oisix.co.jp株式会社オイシックスは、日本の一般消費者を対象に、有機野菜、農産物、無添加加工食品、その他の食品および食材のオンラインおよびカタログ販売を行っています。 同社は、「オイシックス」店舗、「オイシックス・オーダーサービス」（入手困難な旬の食材を注文できるサービス）、「オイトク」（登録済みの商品を割引価格で定期配送するサービス）、「大地を守る会」（有機農産物の宅配サービス）、および「タベルティ」（旬の野菜を使ったオリジナル詰め合わせセット）を通じて食品を提供している。 さらに、広告サービス、企業のリピート販売支援ソリューション、ウェブサイトのユーザーインターフェース（UI）およびユーザーエクスペリエンス（UX）の向上、温度管理された食品物流、新規オンライン顧客の獲得、オムニチャネル小売に関するノウハウも提供している。 同社は、以前は「オイシックス・ラ・ダイチ株式会社」という名称でしたが、2026年7月に「オイシックス株式会社」に社名を変更しました。1997年に設立され、本社は日本の東京にあります。もっと見るOisix Inc. 基礎のまとめOisix の収益と売上を時価総額と比較するとどうか。3182 基礎統計学時価総額JP¥54.04b収益（TTM）JP¥4.53b売上高(TTM)JP¥251.42b11.9xPER（株価収益率0.2xP/Sレシオ3182 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3182 損益計算書（TTM）収益JP¥251.42b売上原価JP¥177.51b売上総利益JP¥73.91bその他の費用JP¥69.39b収益JP¥4.53b直近の収益報告Mar 31, 2026次回決算日Aug 13, 2026一株当たり利益（EPS）130.34グロス・マージン29.40%純利益率1.80%有利子負債／自己資本比率85.6%3182 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1.7%現在の配当利回り15%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2026/07/18 11:21終値2026/07/17 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Oisix Inc. 2 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。5 アナリスト機関Nobuo KurahashiIchiyoshi Research Institute Inc.Michael NewmanMacquarie ResearchNaoki KomatsuzakiMarusan Securities Co. Ltd.2 その他のアナリストを表示
分析記事 • May 21We Think That There Are Some Issues For Oisix ra daichi (TSE:3182) Beyond Its Promising EarningsOisix ra daichi Inc. ( TSE:3182 ) just released a solid earnings report, and the stock displayed some strength...
お知らせ • May 19+ 3 more updatesOisix ra daichi Inc. to Report Q3, 2027 Results on Feb 15, 2027Oisix ra daichi Inc. announced that they will report Q3, 2027 results on Feb 15, 2027
Reported Earnings • May 17Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥130 (up from JP¥103 in FY 2025). Revenue: JP¥251.4b (down 1.8% from FY 2025). Net income: JP¥4.53b (up 24% from FY 2025). Profit margin: 1.8% (up from 1.4% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 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 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 14Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥99.13 (vs JP¥32.94 in 3Q 2025)Third quarter 2026 results: EPS: JP¥99.13 (up from JP¥32.94 in 3Q 2025). Revenue: JP¥62.8b (down 7.5% from 3Q 2025). Net income: JP¥3.44b (up 201% from 3Q 2025). Profit margin: 5.5% (up from 1.7% in 3Q 2025). Revenue is forecast to grow 1.3% 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 27% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
分析記事 • Nov 17Is Now The Time To Look At Buying Oisix ra daichi Inc. (TSE:3182)?Oisix ra daichi Inc. ( TSE:3182 ), is not the largest company out there, but it saw significant share price movement...
分析記事 • May 21We Think That There Are Some Issues For Oisix ra daichi (TSE:3182) Beyond Its Promising EarningsOisix ra daichi Inc. ( TSE:3182 ) just released a solid earnings report, and the stock displayed some strength...
お知らせ • May 19+ 3 more updatesOisix ra daichi Inc. to Report Q3, 2027 Results on Feb 15, 2027Oisix ra daichi Inc. announced that they will report Q3, 2027 results on Feb 15, 2027
Reported Earnings • May 17Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥130 (up from JP¥103 in FY 2025). Revenue: JP¥251.4b (down 1.8% from FY 2025). Net income: JP¥4.53b (up 24% from FY 2025). Profit margin: 1.8% (up from 1.4% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 2.6% p.a. on average during the next 2 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 22% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 14Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2026.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥99.13 (vs JP¥32.94 in 3Q 2025)Third quarter 2026 results: EPS: JP¥99.13 (up from JP¥32.94 in 3Q 2025). Revenue: JP¥62.8b (down 7.5% from 3Q 2025). Net income: JP¥3.44b (up 201% from 3Q 2025). Profit margin: 5.5% (up from 1.7% in 3Q 2025). Revenue is forecast to grow 1.3% 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 27% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
分析記事 • Nov 17Is Now The Time To Look At Buying Oisix ra daichi Inc. (TSE:3182)?Oisix ra daichi Inc. ( TSE:3182 ), is not the largest company out there, but it saw significant share price movement...
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥5.10 (vs JP¥58.24 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.10 (down from JP¥58.24 in 2Q 2025). Revenue: JP¥65.4b (up 4.7% from 2Q 2025). Net income: JP¥177.0m (down 91% from 2Q 2025). Profit margin: 0.3% (down from 3.3% in 2Q 2025). The decrease in margin was driven by higher expenses. 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 30% 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 • Oct 03An undisclosed buyer completed the acquisition of 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182).An undisclosed buyer agreed to acquire 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182) on June 26, 2025. The proceeds from the sale will be used to repay borrowings. For the period ending 2024, DAISHINTO/SHiDAX reported total revenue of ¥32.02 billion and net income of ¥2.74 billion. As of December 31, 2024, DAISHINTO/SHiDAX reported total common equity of ¥21.9 billion.The expected completion of the transaction is October 1, 2025. An undisclosed buyer completed the acquisition of 66% stake in DAISHINTO/SHiDAX from Oisix ra daichi Inc. (TSE:3182) on October 1, 2025.
New Risk • Sep 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥21.59 (vs JP¥9.32 in 1Q 2025)First quarter 2026 results: EPS: JP¥21.59 (up from JP¥9.32 in 1Q 2025). Revenue: JP¥66.4b (up 5.1% from 1Q 2025). Net income: JP¥750.0m (up 121% from 1Q 2025). Profit margin: 1.1% (up from 0.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jun 10+ 2 more updatesOisix ra daichi Inc. to Report Q3, 2026 Results on Feb 12, 2026Oisix ra daichi Inc. announced that they will report Q3, 2026 results on Feb 12, 2026
お知らせ • May 31Oisix ra daichi Inc. to Report Q1, 2026 Results on Aug 13, 2025Oisix ra daichi Inc. announced that they will report Q1, 2026 results on Aug 13, 2025
New Risk • May 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.4% Last year net profit margin: 2.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Profit margins are more than 30% lower than last year (1.4% net profit margin).
Reported Earnings • May 20Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥103 (down from JP¥112 in FY 2024). Revenue: JP¥256.0b (up 73% from FY 2024). Net income: JP¥3.64b (down 11% from FY 2024). Profit margin: 1.4% (down from 2.8% in FY 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 12%. Revenue is forecast to grow 3.1% p.a. on average during the next 2 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 35% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 15Oisix ra daichi Inc., Annual General Meeting, Jun 26, 2025Oisix ra daichi Inc., Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 17There's Reason For Concern Over Oisix ra daichi Inc.'s (TSE:3182) PriceIt's not a stretch to say that Oisix ra daichi Inc.'s ( TSE:3182 ) price-to-earnings (or "P/E") ratio of 10.8x right...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,053, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 64% over the past three years.
Reported Earnings • Apr 02Third quarter 2025 earnings released: EPS: JP¥32.22 (vs JP¥44.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥32.22 (down from JP¥44.15 in 3Q 2024). Revenue: JP¥67.9b (up 111% from 3Q 2024). Net income: JP¥1.12b (down 31% from 3Q 2024). Profit margin: 1.6% (down from 5.0% in 3Q 2024). Revenue is forecast to grow 3.4% 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 24% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
New Risk • Apr 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results.
お知らせ • Mar 31Oisix ra daichi Inc. Appoints Tetsuya Nakagawa as CFO, Effective April 1st, 2025Oisix ra daichi Inc. announced that the appointed Tetsuya Nakagawa as CFO, effective April 1st, 2025, based on the resolution at the Board of Directors Meeting held on March 27th, 2025.
お知らせ • Mar 27Oisix ra daichi Inc. to Report Q3, 2025 Results on Mar 31, 2025Oisix ra daichi Inc. announced that they will report Q3, 2025 results on Mar 31, 2025
分析記事 • Jan 16Does Oisix ra daichi (TSE:3182) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Dec 17Oisix ra daichi (TSE:3182) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Dec 11Consensus EPS estimates increase by 21%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥102 to JP¥124. Revenue forecast steady at JP¥254.4b. Net income forecast to shrink 22% next year vs 11% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,250 unchanged from last update. Share price fell 6.1% to JP¥1,472 over the past week.
分析記事 • Nov 25Oisix ra daichi's (TSE:3182) Earnings Are Weaker Than They SeemOisix ra daichi Inc.'s ( TSE:3182 ) stock was strong after they recently reported robust earnings. However, our...
Major Estimate Revision • Nov 23Consensus EPS estimates increase by 30%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥78.35 to JP¥102. Revenue forecast steady at JP¥254.4b. Net income forecast to shrink 1.2% next year vs 11% growth forecast for Consumer Retailing industry in Japan . Consensus price target up from JP¥1,800 to JP¥2,250. Share price rose 9.5% to JP¥1,633 over the past week.
分析記事 • Nov 21What Oisix ra daichi Inc.'s (TSE:3182) 26% Share Price Gain Is Not Telling YouThe Oisix ra daichi Inc. ( TSE:3182 ) share price has done very well over the last month, posting an excellent gain of...
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,489, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 59% over the past three years.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.
お知らせ • Oct 16Oisix ra daichi Inc. to Report Q4, 2025 Results on May 15, 2025Oisix ra daichi Inc. announced that they will report Q4, 2025 results on May 15, 2025
お知らせ • Aug 20+ 1 more updateOisix ra daichi Inc. to Report Q2, 2025 Results on Nov 14, 2024Oisix ra daichi Inc. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 18First quarter 2025 earnings released: EPS: JP¥9.68 (vs JP¥22.35 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.68 (down from JP¥22.35 in 1Q 2024). Revenue: JP¥63.2b (up 116% from 1Q 2024). Net income: JP¥352.0m (down 57% from 1Q 2024). Profit margin: 0.6% (down from 2.8% in 1Q 2024). Revenue is forecast to grow 13% 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 fallen by 13% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,063, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Consumer Retailing industry in Japan. Total loss to shareholders of 74% over the past three years.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. Full-Time External Auditor Chika Otobe was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jun 28Oisix ra daichi Inc. to Report Q1, 2025 Results on Aug 14, 2024Oisix ra daichi Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
Major Estimate Revision • Jun 13Consensus EPS estimates increase by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥246.0b to JP¥250.0b. EPS estimate increased from JP¥65.60 to JP¥82.10 per share. Net income forecast to shrink 27% next year vs 5.6% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,230 unchanged from last update. Share price fell 7.7% to JP¥1,194 over the past week.
New Risk • May 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 23% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Large one-off items impacting financial results.
分析記事 • May 22There May Be Underlying Issues With The Quality Of Oisix ra daichi's (TSE:3182) EarningsOisix ra daichi Inc.'s ( TSE:3182 ) stock was strong after they recently reported robust earnings. However, we think...
Reported Earnings • May 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥113 (up from JP¥49.43 in FY 2023). Revenue: JP¥148.4b (up 29% from FY 2023). Net income: JP¥4.12b (up 128% from FY 2023). Profit margin: 2.8% (up from 1.6% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 27% per year.
お知らせ • May 16Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2024Oisix ra daichi Inc., Annual General Meeting, Jun 25, 2024.
お知らせ • May 15Oisix ra daichi Inc. (TSE:3182) announces an Equity Buyback for 1,825,000 shares, representing 4.99% for ¥3,000 million.Oisix ra daichi Inc. (TSE:3182) announces a share repurchase program. Under the program, the company will repurchase up to 1,825,000 shares, representing 4.99% of its issued shares for ¥3,000 million. The shares will be repurchased at a price of ¥3,070 per share. The purpose of the program is to return profits to shareholders. The shares repurchased will be used for the future strategic M&A transactions, etc. The company plans to use its own funds to cover the entire cost of the repurchases of its own shares. The program will expire on October 31, 2024. As of March 31, 2024, the company had 36,557,962 shares outstanding and 1,470,130 shares in treasury.
分析記事 • Apr 08There's Reason For Concern Over Oisix ra daichi Inc.'s (TSE:3182) PriceIt's not a stretch to say that Oisix ra daichi Inc.'s ( TSE:3182 ) price-to-earnings (or "P/E") ratio of 15.2x right...
お知らせ • Mar 07Oisix ra daichi Inc. (TSE:3182) acquired an unknown stake in Agrigate Co., Ltd.Oisix ra daichi Inc. (TSE:3182) acquired an unknown stake in Agrigate Co., Ltd. on March 7, 2024.Oisix ra daichi Inc. (TSE:3182) completed the acquisition of an unknown stake in Agrigate Co., Ltd. on March 7, 2024.
お知らせ • Mar 02Oisix ra daichi Inc. to Report Fiscal Year 2024 Results on May 14, 2024Oisix ra daichi Inc. announced that they will report fiscal year 2024 results on May 14, 2024
お知らせ • Feb 29Oisix Ra Daichi Inc. Announces Changes to its BoardOisix Ra Daichi Inc.'s has announced that Kazuyoshi Fujita, the company's chairman, has tendered his resignation.In order to clarify the supervisory responsibility for Fujita, the Company's representative director and president, Kohei Takashima, will be appointed at the end of this fiscal year.
Major Estimate Revision • Feb 27Consensus EPS estimates fall by 37%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥149.7b to JP¥147.0b. EPS estimate also fell from JP¥152 per share to JP¥95.70 per share. Net income forecast to shrink 7.2% next year vs 5.2% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥2,230 unchanged from last update. Share price rose 2.6% to JP¥1,415 over the past week.
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥44.15 (vs JP¥28.72 in 3Q 2023)Third quarter 2024 results: EPS: JP¥44.15 (up from JP¥28.72 in 3Q 2023). Revenue: JP¥32.2b (flat on 3Q 2023). Net income: JP¥1.61b (up 54% from 3Q 2023). Profit margin: 5.0% (up from 3.3% in 3Q 2023). Revenue is forecast to grow 34% 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 fallen by 34% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
New Risk • Feb 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.5% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).
お知らせ • Jan 01Oisix ra daichi Inc. to Report Q3, 2024 Results on Feb 13, 2024Oisix ra daichi Inc. announced that they will report Q3, 2024 results on Feb 13, 2024
Major Estimate Revision • Dec 12Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥121.3b to JP¥130.4b. EPS estimate increased from JP¥93.25 to JP¥113 per share. Net income forecast to grow 65% next year vs 6.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥2,230 unchanged from last update. Share price fell 5.5% to JP¥1,318 over the past week.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥15.98 (vs JP¥8.34 in 2Q 2023)Second quarter 2024 results: EPS: JP¥15.98 (up from JP¥8.34 in 2Q 2023). Revenue: JP¥28.2b (up 2.3% from 2Q 2023). Net income: JP¥584.0m (up 92% from 2Q 2023). Profit margin: 2.1% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% 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 fallen by 33% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,350, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Consumer Retailing industry in Japan. Total loss to shareholders of 58% over the past three years.
お知らせ • Aug 30Oisix ra daichi Inc. to Report Q2, 2024 Results on Nov 10, 2023Oisix ra daichi Inc. announced that they will report Q2, 2024 results on Nov 10, 2023
お知らせ • Aug 12Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales to be JPY 126,500 million, Operating profit to be JPY 6,000 million, net income to be JPY 3,800 million or JPY 103.94 per basic share.
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥22.35 (vs JP¥16.06 in 1Q 2023)First quarter 2024 results: EPS: JP¥22.35 (up from JP¥16.06 in 1Q 2023). Revenue: JP¥29.3b (up 4.9% from 1Q 2023). Net income: JP¥817.0m (up 39% from 1Q 2023). Profit margin: 2.8% (up from 2.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 03Oisix ra daichi Inc. to Report Q1, 2024 Results on Aug 10, 2023Oisix ra daichi Inc. announced that they will report Q1, 2024 results on Aug 10, 2023
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,473, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Consumer Retailing industry in Japan. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,608 per share.
Buying Opportunity • May 17Now 21% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be JP¥3,608, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 9.6%. Revenue is forecast to grow by 19% in 2 years. Earnings is forecast to grow by 198% in the next 2 years.
お知らせ • May 16Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2024. The company expects net sales to be JPY 126,500 million, Operating profit to be JPY 6,000 million, net income to be JPY 3,800 million or JPY 103.94 per basic share.
Reported Earnings • May 13Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥49.43 (down from JP¥74.63 in FY 2022). Revenue: JP¥115.2b (up 1.5% from FY 2022). Net income: JP¥1.81b (down 34% from FY 2022). Profit margin: 1.6% (down from 2.4% 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 30%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 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 fallen by 10% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • May 13Oisix ra daichi Inc., Annual General Meeting, Jun 27, 2023Oisix ra daichi Inc., Annual General Meeting, Jun 27, 2023.
Major Estimate Revision • Mar 16Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from JP¥60.53 to JP¥68.20. Revenue forecast steady at JP¥117.3b. Net income forecast to grow 174% next year vs 8.0% growth forecast for Consumer Retailing industry in Japan. Consensus price target of JP¥3,550 unchanged from last update. Share price was steady at JP¥2,206 over the past week.
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥28.72 (vs JP¥31.14 in 3Q 2022)Third quarter 2023 results: EPS: JP¥28.72 (down from JP¥31.14 in 3Q 2022). Revenue: JP¥32.0b (up 2.5% from 3Q 2022). Net income: JP¥1.05b (down 7.7% from 3Q 2022). Profit margin: 3.3% (down from 3.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 09Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share.
お知らせ • Dec 23Oisix ra daichi Inc. to Report Q3, 2023 Results on Feb 09, 2023Oisix ra daichi Inc. announced that they will report Q3, 2023 results on Feb 09, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥8.34 (vs JP¥23.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.34 (down from JP¥23.62 in 2Q 2022). Revenue: JP¥27.5b (down 2.5% from 2Q 2022). Net income: JP¥305.0m (down 65% from 2Q 2022). Profit margin: 1.1% (down from 3.1% in 2Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥8.34 (vs JP¥23.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥8.34 (down from JP¥23.62 in 2Q 2022). Revenue: JP¥27.5b (down 2.5% from 2Q 2022). Net income: JP¥305.0m (down 65% from 2Q 2022). Profit margin: 1.1% (down from 3.1% in 2Q 2022). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Nov 11Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share.
お知らせ • Sep 22Oisix ra daichi Inc. to Report Q2, 2023 Results on Nov 10, 2022Oisix ra daichi Inc. announced that they will report Q2, 2023 results on Nov 10, 2022
お知らせ • Sep 21Oisix ra daichi Inc. (TSE:3182) made a bid to acquire 33.34% stake in Shidax Corporation (TSE:4837) from Unison Capital Partners IV, LPS and Unison Capital Partners IV(F), L.P. managed by Unison Capital, Inc. for ¥541.Oisix ra daichi Inc. (TSE:3182) made a bid to acquire 33.34% stake in Shidax Corporation (TSE:4837) from Unison Capital Partners IV, LPS and Unison Capital Partners IV(F), L.P. managed by Unison Capital, Inc. for ¥541 on August 29, 2022. Tender offer will be commenced from August 30, 2022, and will close on October 1, 2022.
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥16.06 (vs JP¥35.39 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.06 (down from JP¥35.39 in 1Q 2022). Revenue: JP¥27.9b (flat on 1Q 2022). Net income: JP¥587.0m (down 55% from 1Q 2022). Profit margin: 2.1% (down from 4.6% in 1Q 2022). Over the next year, revenue is forecast to grow 6.8%, compared to a 11% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 11Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share.
お知らせ • Jul 21Oisix ra daichi Inc. to Report Q4, 2023 Results on May 11, 2023Oisix ra daichi Inc. announced that they will report Q4, 2023 results on May 11, 2023
Major Estimate Revision • Jun 22Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥62.94 to JP¥74.95. Revenue forecast steady at JP¥119.4b. Net income forecast to shrink 12% next year vs 7.1% growth forecast for Online Retail industry in Japan . Consensus price target down from JP¥5,882 to JP¥5,000. Share price fell 5.2% to JP¥1,446 over the past week.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,526, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Online Retail industry in Japan. Total returns to shareholders of 4.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,533 per share.
お知らせ • Jun 01Oisix ra daichi Inc. to Report Q1, 2023 Results on Aug 10, 2022Oisix ra daichi Inc. announced that they will report Q1, 2023 results on Aug 10, 2022
Valuation Update With 7 Day Price Move • May 19Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to JP¥1,815, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,541 per share.
Buying Opportunity • May 15Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 15% in 2 years. Earnings is forecast to grow by 67% in the next 2 years.
お知らせ • May 14Oisix ra daichi Inc., Annual General Meeting, Jun 28, 2022Oisix ra daichi Inc., Annual General Meeting, Jun 28, 2022.
Reported Earnings • May 14Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥74.63 (down from JP¥134 in FY 2021). Revenue: JP¥113.5b (up 13% from FY 2021). Net income: JP¥2.73b (down 46% from FY 2021). Profit margin: 2.4% (down from 5.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 4.8%, compared to a 14% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Oisix ra daichi Inc. Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Oisix ra daichi Inc. provided earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales to be JPY 120,000 million, Operating income to be JPY 4,500 million, net income to be JPY 2,500 million or JPY 68.41 per basic share.
Price Target Changed • Apr 27Price target increased to JP¥5,000Up from JP¥3,150, the current price target is an average from 3 analysts. New target price is 81% above last closing price of JP¥2,765. Stock is down 8.6% over the past year. The company is forecast to post earnings per share of JP¥89.75 for next year compared to JP¥134 last year.
Major Estimate Revision • Mar 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥101 to JP¥89.75 per share. Revenue forecast steady at JP¥113.5b. Net income forecast to shrink 25% next year vs 17% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥5,000 unchanged from last update. Share price rose 3.2% to JP¥3,105 over the past week.
Major Estimate Revision • Feb 17Consensus EPS estimates fall by 35%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥115.1b to JP¥112.9b. EPS estimate also fell from JP¥102 per share to JP¥67.04 per share. Net income forecast to shrink 16% next year vs 12% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥6,000 unchanged from last update. Share price was steady at JP¥2,611 over the past week.
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥31.14 (down from JP¥38.11 in 3Q 2021). Revenue: JP¥31.2b (up 15% from 3Q 2021). Net income: JP¥1.14b (down 21% from 3Q 2021). Profit margin: 3.6% (down from 5.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Over the next year, revenue is forecast to grow 6.4%, compared to a 17% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11Oisix ra daichi Inc. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2022Oisix ra daichi Inc. revised consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expects net sales of JPY 113,000 million, operating income to be in the range of JPY 3,500 million - JPY 4,000 million, profit attributable to owners of parent of JPY 2,500 million or JPY 68.41 per share compared to previous guidance of net sales of JPY 105,000 million, operating income of JPY 5,000 million, profit attributable to owners of parent of JPY 3,000 million or JPY 82.13 per share.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to JP¥2,273, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 20% over the past three years.
Major Estimate Revision • Nov 26Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥124 to JP¥111 per share. Revenue forecast steady at JP¥112.0b. Net income forecast to shrink 8.2% next year vs 13% growth forecast for Online Retail industry in Japan . Consensus price target of JP¥4,900 unchanged from last update. Share price fell 6.1% to JP¥3,370 over the past week.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥3,700, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the Online Retail industry in Japan. Total returns to shareholders of 92% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,669 per share.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥23.62 (vs JP¥33.37 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥28.3b (up 16% from 2Q 2021). Net income: JP¥863.0m (down 32% from 2Q 2021). Profit margin: 3.1% (down from 5.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
