Poplar（7601）株式概要株式会社ポプラは日本でコンビニエンスストアを運営している。 詳細7601 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より83.5%で取引されている リスク分析利益率(1.1%)は昨年より低い(2.7%) 意味のある時価総額がありません ( ¥2B )すべてのリスクチェックを見る7601 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥163.0093.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b39b2016201920222025202620282031Revenue JP¥7.7bEarnings JP¥88.7mAdvancedSet Fair ValueView all narrativesPoplar Co., Ltd. 競合他社UokiLtdSymbol: TSE:2683Market cap: JP¥2.5bMICREEDLtdSymbol: TSE:7687Market cap: JP¥2.7bThree FLtdSymbol: TSE:7544Market cap: JP¥4.2bTAKAYOSHI HoldingsSymbol: TSE:9259Market cap: JP¥4.7b価格と性能株価の高値、安値、推移の概要Poplar過去の株価現在の株価JP¥163.0052週高値JP¥209.0052週安値JP¥161.00ベータ0.551ヶ月の変化-3.55%3ヶ月変化-7.39%1年変化-11.41%3年間の変化-20.49%5年間の変化-52.89%IPOからの変化-90.88%最新ニュースReported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥11.37 (vs JP¥28.04 in FY 2025)Full year 2026 results: EPS: JP¥11.37 (down from JP¥28.04 in FY 2025). Revenue: JP¥11.7b (down 3.1% from FY 2025). Net income: JP¥134.0m (down 60% from FY 2025). Profit margin: 1.1% (down from 2.7% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 14Poplar Co., Ltd., Annual General Meeting, May 28, 2026Poplar Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Apr 07Poplar Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Poplar Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Buy Or Sell Opportunity • Feb 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥184. The fair value is estimated to be JP¥153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to JP¥185. The fair value is estimated to be JP¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥1.84 (vs JP¥7.97 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.84 (down from JP¥7.97 in 3Q 2025). Revenue: JP¥2.90b (down 1.4% from 3Q 2025). Net income: JP¥21.7m (down 77% from 3Q 2025). Profit margin: 0.7% (down from 3.2% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesReported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥11.37 (vs JP¥28.04 in FY 2025)Full year 2026 results: EPS: JP¥11.37 (down from JP¥28.04 in FY 2025). Revenue: JP¥11.7b (down 3.1% from FY 2025). Net income: JP¥134.0m (down 60% from FY 2025). Profit margin: 1.1% (down from 2.7% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 14Poplar Co., Ltd., Annual General Meeting, May 28, 2026Poplar Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Apr 07Poplar Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Poplar Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Buy Or Sell Opportunity • Feb 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥184. The fair value is estimated to be JP¥153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to JP¥185. The fair value is estimated to be JP¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥1.84 (vs JP¥7.97 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.84 (down from JP¥7.97 in 3Q 2025). Revenue: JP¥2.90b (down 1.4% from 3Q 2025). Net income: JP¥21.7m (down 77% from 3Q 2025). Profit margin: 0.7% (down from 3.2% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27Poplar Co., Ltd. to Report Q3, 2026 Results on Jan 09, 2026Poplar Co., Ltd. announced that they will report Q3, 2026 results on Jan 09, 2026New Risk • Oct 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.0% 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 Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥2.12b market cap, or US$14.1m).Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥10.18 (vs JP¥14.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥10.18 (down from JP¥14.30 in 2Q 2025). Revenue: JP¥2.99b (down 6.4% from 2Q 2025). Net income: JP¥120.0m (down 29% from 2Q 2025). Profit margin: 4.0% (down from 5.3% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 30Poplar Co., Ltd. announced that it expects to receive ¥320 million in fundingPoplar Co., Ltd. announced a private placement to issue 6,400 Class B shares at an issue price of ¥50,000 per share for gross proceeds of ¥320,000,000 on August 29, 2025. The transaction will include participation from new investors HiCAP No. 5 for 3,200 shares and MIT Regional Reconstruction Support Investment Limited Partnership 3,200 shares. The transaction has been approved by shareholders and is expected to close on October 17, 2025. The company has disclosed the issue expenses of ¥34,000,000 and net proceeds is ¥286,000,000.お知らせ • Aug 29Poplar Co., Ltd. (TSE:7601) announces an Equity Buyback for 2,150,300 shares, representing 18.22% for ¥378.45 million.Poplar Co., Ltd. (TSE:7601) announces a share repurchase program. Under the program, the company will repurchase up to 2,150,300 shares, representing 18.22% of its issued share capital (excluding treasury stock) for ¥378.45 million. The shares will be repurchased from Lawson, Inc. The shares will be repurchased at the amount calculated by multiplying the average closing price of the Company's common shares on the Tokyo Stock Exchange on each business day from September 1, 2025, to October 15, 2025, or at the closing price on the Tokyo Stock Exchange on the day before the resolution date of the Extraordinary General Meeting of Shareholders. The purpose of the program is to improve company's future corporate value, to improv capital efficiency, such as earnings per share (EPS) and ROE, and will lead to profit returns to shareholders. The company plans to raise funds required for the Share Repurchase by issuing new Class B Shares. The program is subject to approval from shareholders in the Extraordinary General Meeting to be held on October 16, 2025. As of February 28, 2025, the company had 11,800,898 issued shares (excluding treasury shares) and 924 treasury shares.お知らせ • Jul 29Poplar Co., Ltd. to Report Q2, 2026 Results on Oct 10, 2025Poplar Co., Ltd. announced that they will report Q2, 2026 results on Oct 10, 2025Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥4.75 (vs JP¥6.15 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.75 (down from JP¥6.15 in 1Q 2025). Revenue: JP¥2.97b (down 2.2% from 1Q 2025). Net income: JP¥56.0m (down 23% from 1Q 2025). Profit margin: 1.9% (down from 2.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Jun 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥2.18b market cap, or US$15.1m).Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥31.90 (vs JP¥36.74 in FY 2024)Full year 2025 results: EPS: JP¥31.90 (down from JP¥36.74 in FY 2024). Revenue: JP¥12.0b (down 2.8% from FY 2024). Net income: JP¥376.0m (down 13% from FY 2024). Profit margin: 3.1% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26Poplar Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025Poplar Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025分析記事 • Apr 18Poplar's (TSE:7601) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Poplar Co., Ltd.'s ( TSE:7601 ) latest earnings release. We did some further digging and...Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥31.90 (vs JP¥36.74 in FY 2024)Full year 2025 results: EPS: JP¥31.90 (down from JP¥36.74 in FY 2024). Revenue: JP¥12.0b (down 2.8% from FY 2024). Net income: JP¥376.0m (down 13% from FY 2024). Profit margin: 3.1% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 11Poplar Co., Ltd., Annual General Meeting, May 29, 2025Poplar Co., Ltd., Annual General Meeting, May 29, 2025.分析記事 • Apr 07Earnings Working Against Poplar Co., Ltd.'s (TSE:7601) Share Price Following 25% DiveUnfortunately for some shareholders, the Poplar Co., Ltd. ( TSE:7601 ) share price has dived 25% in the last thirty...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥159, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 7.4% over the past three years.お知らせ • Feb 03Poplar Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Poplar Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥7.97 (vs JP¥3.28 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.97 (up from JP¥3.28 in 3Q 2024). Revenue: JP¥2.94b (down 3.1% from 3Q 2024). Net income: JP¥93.9m (up 143% from 3Q 2024). Profit margin: 3.2% (up from 1.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 29Poplar Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Poplar Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025Reported Earnings • Oct 17Second quarter 2025 earnings released: EPS: JP¥16.24 (vs JP¥13.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.24 (up from JP¥13.07 in 2Q 2024). Revenue: JP¥3.19b (up 1.6% from 2Q 2024). Net income: JP¥191.5m (up 24% from 2Q 2024). Profit margin: 6.0% (up from 4.9% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (JP¥2.43b market cap, or US$17.3m).分析記事 • Aug 06Some Poplar Co., Ltd. (TSE:7601) Shareholders Look For Exit As Shares Take 36% PoundingPoplar Co., Ltd. ( TSE:7601 ) shares have had a horrible month, losing 36% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥170, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 26% over the past three years.お知らせ • Jul 31Poplar Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024Poplar Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥7.13 (vs JP¥12.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.13 (down from JP¥12.90 in 1Q 2024). Revenue: JP¥3.04b (down 6.7% from 1Q 2024). Net income: JP¥84.0m (down 45% from 1Q 2024). Profit margin: 2.8% (down from 4.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.28b market cap, or US$20.3m).Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥273, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 2.2% over the past three years.Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥39.20 (vs JP¥20.11 loss in FY 2023)Full year 2024 results: EPS: JP¥39.20 (up from JP¥20.11 loss in FY 2023). Revenue: JP¥12.4b (down 5.3% from FY 2023). Net income: JP¥462.0m (up JP¥699.0m from FY 2023). Profit margin: 3.7% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Apr 14Poplar Co., Ltd., Annual General Meeting, May 30, 2024Poplar Co., Ltd., Annual General Meeting, May 30, 2024.分析記事 • Apr 12We Think Poplar (TSE:7601) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 05What Poplar Co., Ltd.'s (TSE:7601) P/S Is Not Telling YouIt's not a stretch to say that Poplar Co., Ltd.'s ( TSE:7601 ) price-to-sales (or "P/S") ratio of 0.2x seems quite...Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥313, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 6.3% over the past three years.New Risk • Feb 06New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.89b market cap, or US$19.4m).Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥245, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 28% over the past three years.お知らせ • Jan 31Poplar Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024Poplar Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Reported Earnings • Jan 12Third quarter 2024 earnings released: EPS: JP¥4.92 (vs JP¥0.085 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.92 (up from JP¥0.085 in 3Q 2023). Revenue: JP¥3.04b (down 2.4% from 3Q 2023). Net income: JP¥58.0m (up JP¥57.0m from 3Q 2023). Profit margin: 1.9% (up from 0% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Nov 01Poplar Co., Ltd. to Report Q3, 2024 Results on Jan 10, 2024Poplar Co., Ltd. announced that they will report Q3, 2024 results on Jan 10, 2024Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: JP¥13.07 (vs JP¥5.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.07 (up from JP¥5.60 in 2Q 2023). Revenue: JP¥3.14b (down 8.9% from 2Q 2023). Net income: JP¥154.0m (up 133% from 2Q 2023). Profit margin: 4.9% (up from 1.9% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: JP¥12.90 (vs JP¥3.82 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥12.90 (up from JP¥3.82 loss in 1Q 2023). Revenue: JP¥3.25b (down 5.8% from 1Q 2023). Net income: JP¥152.0m (up JP¥197.0m from 1Q 2023). Profit margin: 4.7% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 02Full year 2023 earnings released: JP¥20.11 loss per share (vs JP¥43.95 loss in FY 2022)Full year 2023 results: JP¥20.11 loss per share (improved from JP¥43.95 loss in FY 2022). Revenue: JP¥13.1b (down 4.1% from FY 2022). Net loss: JP¥237.0m (loss narrowed 54% from FY 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Jun 01Poplar Co., Ltd. announced that it has received ¥700 million in funding from Hirogin Capital Partners Co., Ltd., MIT Corporate Advisory Services Co., Ltd., Investment ArmOn May 31, 2023, Poplar Co., Ltd. closed the transaction.お知らせ • May 24Poplar Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Poplar Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥156, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 66% over the past three years.Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥9.16 (vs JP¥43.95 loss in FY 2022)Full year 2023 results: EPS: JP¥9.16 (up from JP¥43.95 loss in FY 2022). Revenue: JP¥13.1b (down 4.1% from FY 2022). Net income: JP¥108.0m (up JP¥626.0m from FY 2022). Profit margin: 0.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Jan 12Third quarter 2023 earnings released: EPS: JP¥0.085 (vs JP¥15.10 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.085 (down from JP¥15.10 in 3Q 2022). Revenue: JP¥3.11b (down 13% from 3Q 2022). Net income: JP¥1.00m (down 99% from 3Q 2022). Profit margin: 0% (down from 5.0% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kazuki Kurata was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Nov 06Poplar Co., Ltd. to Report Q3, 2023 Results on Jan 11, 2023Poplar Co., Ltd. announced that they will report Q3, 2023 results on Jan 11, 2023Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥5.60 (vs JP¥12.81 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.60 (up from JP¥12.81 loss in 2Q 2022). Revenue: JP¥3.45b (down 8.0% from 2Q 2022). Net income: JP¥66.0m (up JP¥217.0m from 2Q 2022). Profit margin: 1.9% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.お知らせ • Aug 03Poplar Co., Ltd. to Report Q2, 2023 Results on Oct 12, 2022Poplar Co., Ltd. announced that they will report Q2, 2023 results on Oct 12, 2022Reported Earnings • Jul 13First quarter 2023 earnings released: JP¥3.82 loss per share (vs JP¥36.14 loss in 1Q 2022)First quarter 2023 results: JP¥3.82 loss per share (up from JP¥36.14 loss in 1Q 2022). Revenue: JP¥3.45b (up 18% from 1Q 2022). Net loss: JP¥45.0m (loss narrowed 89% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 01Full year 2022 earnings released: JP¥43.95 loss per share (vs JP¥112 loss in FY 2021)Full year 2022 results: JP¥43.95 loss per share (up from JP¥112 loss in FY 2021). Revenue: JP¥13.6b (down 29% from FY 2021). Net loss: JP¥518.0m (loss narrowed 61% from FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • May 27Poplar Co., Ltd. to Report Q1, 2023 Results on Jul 12, 2022Poplar Co., Ltd. announced that they will report Q1, 2023 results on Jul 12, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kazuki Kurata was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 16Poplar Co., Ltd., Annual General Meeting, May 26, 2022Poplar Co., Ltd., Annual General Meeting, May 26, 2022.Reported Earnings • Apr 15Full year 2022 earnings released: JP¥43.95 loss per share (vs JP¥112 loss in FY 2021)Full year 2022 results: JP¥43.95 loss per share (up from JP¥112 loss in FY 2021). Revenue: JP¥13.6b (down 29% from FY 2021). Net loss: JP¥518.0m (loss narrowed 61% from FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.お知らせ • Jan 30Poplar Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022Poplar Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥15.10 (up from JP¥23.92 loss in 3Q 2021). Revenue: JP¥3.56b (down 28% from 3Q 2021). Net income: JP¥178.0m (up JP¥460.0m from 3Q 2021). Profit margin: 5.0% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 13Second quarter 2022 earnings released: JP¥12.81 loss per share (vs JP¥20.96 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥3.75b (down 29% from 2Q 2021). Net loss: JP¥151.0m (loss narrowed 39% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Sep 24Maruka Shokuhin K.K. agreed to acquire Daikokuya Foods Co., Ltd. from Poplar Co., Ltd. (TSE:7601) for ¥280 million.Maruka Shokuhin K.K. agreed to acquire Daikokuya Foods Co., Ltd. from Poplar Co., Ltd. (TSE:7601) for ¥280 million on September 22, 2021. As of January 31, 2021, Daikokuya had total assets of ¥761 million and net assets of ¥424 million. For the year ended January 31, 2021, Daikokuya generated revenue of ¥935 million. Transaction is expected to close on October 8, 2021.Reported Earnings • Jul 11First quarter 2022 earnings released: JP¥36.14 loss per share (vs JP¥29.35 loss in 1Q 2021)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: JP¥2.93b (down 42% from 1Q 2021). Net loss: JP¥426.0m (loss widened 23% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Reported Earnings • May 29Full year 2021 earnings released: JP¥112 loss per share (vs JP¥28.00 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥19.2b (down 24% from FY 2020). Net loss: JP¥1.32b (loss widened 299% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 15Full year 2021 earnings released: JP¥112 loss per share (vs JP¥28.00 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥19.2b (down 24% from FY 2020). Net loss: JP¥1.32b (loss widened 299% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.お知らせ • Feb 06Poplar Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021Poplar Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021Is New 90 Day High Low • Feb 01New 90-day low: JP¥331The company is down 21% from its price of JP¥417 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.Reported Earnings • Jan 14Third quarter 2021 earnings released: JP¥23.92 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥4.92b (down 22% from 3Q 2020). Net loss: JP¥282.0m (loss widened 57% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 12New 90-day low: JP¥365The company is down 14% from its price of JP¥423 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.Is New 90 Day High Low • Dec 23New 90-day low: JP¥389The company is down 8.0% from its price of JP¥423 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 2.0% over the same period.Is New 90 Day High Low • Dec 07New 90-day low: JP¥390The company is down 4.0% from its price of JP¥408 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 4.0% over the same period.お知らせ • Aug 15Poplar Co., Ltd. to Report Q2, 2021 Results on Oct 08, 2020Poplar Co., Ltd. announced that they will report Q2, 2021 results on Oct 08, 2020株主還元7601JP Consumer RetailingJP 市場7D0.6%-5.2%2.7%1Y-11.4%-10.6%42.1%株主還元を見る業界別リターン: 7601過去 1 年間で-10.6 % のリターンをもたらしたJP Consumer Retailing業界と一致しました。リターン対市場: 7601は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 7601's price volatile compared to industry and market?7601 volatility7601 Average Weekly Movement1.7%Consumer Retailing Industry Average Movement3.4%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 7601 、 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: 7601の 週次ボラティリティ ( 2% ) 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1976178Hironobu Okadawww.poplar-cvs.co.jp株式会社ポプラは、日本でコンビニエンスストアを展開している。同社はスマートストア事業とローソン・ポプラ事業の2つのセグメントで事業を展開している。スマートストア事業」は「ぽぷら」「生活彩家」ブランドで展開。ローソン・ポプラ事業」は「ローソン・ポプラ」「ローソン」のブランドで展開。約277店舗をチェーン展開している。同社は1976年に設立され、広島に本社を置いている。もっと見るPoplar Co., Ltd. 基礎のまとめPoplar の収益と売上を時価総額と比較するとどうか。7601 基礎統計学時価総額JP¥1.92b収益（TTM）JP¥134.00m売上高(TTM)JP¥11.65b14.3xPER（株価収益率0.2xP/Sレシオ7601 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7601 損益計算書（TTM）収益JP¥11.65b売上原価JP¥6.30b売上総利益JP¥5.36bその他の費用JP¥5.23b収益JP¥134.00m直近の収益報告Feb 28, 2026次回決算日Jul 10, 2026一株当たり利益（EPS）11.37グロス・マージン45.98%純利益率1.15%有利子負債／自己資本比率23.1%7601 の長期的なパフォーマンスは？過去の実績と比較を見る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2026/05/27 03:47終値2026/05/27 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Poplar Co., Ltd. 0 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。0
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥11.37 (vs JP¥28.04 in FY 2025)Full year 2026 results: EPS: JP¥11.37 (down from JP¥28.04 in FY 2025). Revenue: JP¥11.7b (down 3.1% from FY 2025). Net income: JP¥134.0m (down 60% from FY 2025). Profit margin: 1.1% (down from 2.7% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14Poplar Co., Ltd., Annual General Meeting, May 28, 2026Poplar Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Apr 07Poplar Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Poplar Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Buy Or Sell Opportunity • Feb 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥184. The fair value is estimated to be JP¥153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to JP¥185. The fair value is estimated to be JP¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥1.84 (vs JP¥7.97 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.84 (down from JP¥7.97 in 3Q 2025). Revenue: JP¥2.90b (down 1.4% from 3Q 2025). Net income: JP¥21.7m (down 77% from 3Q 2025). Profit margin: 0.7% (down from 3.2% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥11.37 (vs JP¥28.04 in FY 2025)Full year 2026 results: EPS: JP¥11.37 (down from JP¥28.04 in FY 2025). Revenue: JP¥11.7b (down 3.1% from FY 2025). Net income: JP¥134.0m (down 60% from FY 2025). Profit margin: 1.1% (down from 2.7% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14Poplar Co., Ltd., Annual General Meeting, May 28, 2026Poplar Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Apr 07Poplar Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Poplar Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Buy Or Sell Opportunity • Feb 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥184. The fair value is estimated to be JP¥153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to JP¥185. The fair value is estimated to be JP¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥1.84 (vs JP¥7.97 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.84 (down from JP¥7.97 in 3Q 2025). Revenue: JP¥2.90b (down 1.4% from 3Q 2025). Net income: JP¥21.7m (down 77% from 3Q 2025). Profit margin: 0.7% (down from 3.2% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27Poplar Co., Ltd. to Report Q3, 2026 Results on Jan 09, 2026Poplar Co., Ltd. announced that they will report Q3, 2026 results on Jan 09, 2026
New Risk • Oct 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.0% 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 Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥2.12b market cap, or US$14.1m).
Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥10.18 (vs JP¥14.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥10.18 (down from JP¥14.30 in 2Q 2025). Revenue: JP¥2.99b (down 6.4% from 2Q 2025). Net income: JP¥120.0m (down 29% from 2Q 2025). Profit margin: 4.0% (down from 5.3% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 30Poplar Co., Ltd. announced that it expects to receive ¥320 million in fundingPoplar Co., Ltd. announced a private placement to issue 6,400 Class B shares at an issue price of ¥50,000 per share for gross proceeds of ¥320,000,000 on August 29, 2025. The transaction will include participation from new investors HiCAP No. 5 for 3,200 shares and MIT Regional Reconstruction Support Investment Limited Partnership 3,200 shares. The transaction has been approved by shareholders and is expected to close on October 17, 2025. The company has disclosed the issue expenses of ¥34,000,000 and net proceeds is ¥286,000,000.
お知らせ • Aug 29Poplar Co., Ltd. (TSE:7601) announces an Equity Buyback for 2,150,300 shares, representing 18.22% for ¥378.45 million.Poplar Co., Ltd. (TSE:7601) announces a share repurchase program. Under the program, the company will repurchase up to 2,150,300 shares, representing 18.22% of its issued share capital (excluding treasury stock) for ¥378.45 million. The shares will be repurchased from Lawson, Inc. The shares will be repurchased at the amount calculated by multiplying the average closing price of the Company's common shares on the Tokyo Stock Exchange on each business day from September 1, 2025, to October 15, 2025, or at the closing price on the Tokyo Stock Exchange on the day before the resolution date of the Extraordinary General Meeting of Shareholders. The purpose of the program is to improve company's future corporate value, to improv capital efficiency, such as earnings per share (EPS) and ROE, and will lead to profit returns to shareholders. The company plans to raise funds required for the Share Repurchase by issuing new Class B Shares. The program is subject to approval from shareholders in the Extraordinary General Meeting to be held on October 16, 2025. As of February 28, 2025, the company had 11,800,898 issued shares (excluding treasury shares) and 924 treasury shares.
お知らせ • Jul 29Poplar Co., Ltd. to Report Q2, 2026 Results on Oct 10, 2025Poplar Co., Ltd. announced that they will report Q2, 2026 results on Oct 10, 2025
Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥4.75 (vs JP¥6.15 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.75 (down from JP¥6.15 in 1Q 2025). Revenue: JP¥2.97b (down 2.2% from 1Q 2025). Net income: JP¥56.0m (down 23% from 1Q 2025). Profit margin: 1.9% (down from 2.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥2.18b market cap, or US$15.1m).
Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥31.90 (vs JP¥36.74 in FY 2024)Full year 2025 results: EPS: JP¥31.90 (down from JP¥36.74 in FY 2024). Revenue: JP¥12.0b (down 2.8% from FY 2024). Net income: JP¥376.0m (down 13% from FY 2024). Profit margin: 3.1% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26Poplar Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025Poplar Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025
分析記事 • Apr 18Poplar's (TSE:7601) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Poplar Co., Ltd.'s ( TSE:7601 ) latest earnings release. We did some further digging and...
Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥31.90 (vs JP¥36.74 in FY 2024)Full year 2025 results: EPS: JP¥31.90 (down from JP¥36.74 in FY 2024). Revenue: JP¥12.0b (down 2.8% from FY 2024). Net income: JP¥376.0m (down 13% from FY 2024). Profit margin: 3.1% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 11Poplar Co., Ltd., Annual General Meeting, May 29, 2025Poplar Co., Ltd., Annual General Meeting, May 29, 2025.
分析記事 • Apr 07Earnings Working Against Poplar Co., Ltd.'s (TSE:7601) Share Price Following 25% DiveUnfortunately for some shareholders, the Poplar Co., Ltd. ( TSE:7601 ) share price has dived 25% in the last thirty...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥159, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 7.4% over the past three years.
お知らせ • Feb 03Poplar Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Poplar Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥7.97 (vs JP¥3.28 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.97 (up from JP¥3.28 in 3Q 2024). Revenue: JP¥2.94b (down 3.1% from 3Q 2024). Net income: JP¥93.9m (up 143% from 3Q 2024). Profit margin: 3.2% (up from 1.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 29Poplar Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Poplar Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025
Reported Earnings • Oct 17Second quarter 2025 earnings released: EPS: JP¥16.24 (vs JP¥13.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.24 (up from JP¥13.07 in 2Q 2024). Revenue: JP¥3.19b (up 1.6% from 2Q 2024). Net income: JP¥191.5m (up 24% from 2Q 2024). Profit margin: 6.0% (up from 4.9% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (JP¥2.43b market cap, or US$17.3m).
分析記事 • Aug 06Some Poplar Co., Ltd. (TSE:7601) Shareholders Look For Exit As Shares Take 36% PoundingPoplar Co., Ltd. ( TSE:7601 ) shares have had a horrible month, losing 36% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥170, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 26% over the past three years.
お知らせ • Jul 31Poplar Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024Poplar Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥7.13 (vs JP¥12.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.13 (down from JP¥12.90 in 1Q 2024). Revenue: JP¥3.04b (down 6.7% from 1Q 2024). Net income: JP¥84.0m (down 45% from 1Q 2024). Profit margin: 2.8% (down from 4.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.28b market cap, or US$20.3m).
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥273, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 2.2% over the past three years.
Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥39.20 (vs JP¥20.11 loss in FY 2023)Full year 2024 results: EPS: JP¥39.20 (up from JP¥20.11 loss in FY 2023). Revenue: JP¥12.4b (down 5.3% from FY 2023). Net income: JP¥462.0m (up JP¥699.0m from FY 2023). Profit margin: 3.7% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14Poplar Co., Ltd., Annual General Meeting, May 30, 2024Poplar Co., Ltd., Annual General Meeting, May 30, 2024.
分析記事 • Apr 12We Think Poplar (TSE:7601) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 05What Poplar Co., Ltd.'s (TSE:7601) P/S Is Not Telling YouIt's not a stretch to say that Poplar Co., Ltd.'s ( TSE:7601 ) price-to-sales (or "P/S") ratio of 0.2x seems quite...
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥313, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 6.3% over the past three years.
New Risk • Feb 06New 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 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.89b market cap, or US$19.4m).
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥245, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 28% over the past three years.
お知らせ • Jan 31Poplar Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024Poplar Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Reported Earnings • Jan 12Third quarter 2024 earnings released: EPS: JP¥4.92 (vs JP¥0.085 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.92 (up from JP¥0.085 in 3Q 2023). Revenue: JP¥3.04b (down 2.4% from 3Q 2023). Net income: JP¥58.0m (up JP¥57.0m from 3Q 2023). Profit margin: 1.9% (up from 0% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Nov 01Poplar Co., Ltd. to Report Q3, 2024 Results on Jan 10, 2024Poplar Co., Ltd. announced that they will report Q3, 2024 results on Jan 10, 2024
Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: JP¥13.07 (vs JP¥5.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.07 (up from JP¥5.60 in 2Q 2023). Revenue: JP¥3.14b (down 8.9% from 2Q 2023). Net income: JP¥154.0m (up 133% from 2Q 2023). Profit margin: 4.9% (up from 1.9% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: JP¥12.90 (vs JP¥3.82 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥12.90 (up from JP¥3.82 loss in 1Q 2023). Revenue: JP¥3.25b (down 5.8% from 1Q 2023). Net income: JP¥152.0m (up JP¥197.0m from 1Q 2023). Profit margin: 4.7% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 02Full year 2023 earnings released: JP¥20.11 loss per share (vs JP¥43.95 loss in FY 2022)Full year 2023 results: JP¥20.11 loss per share (improved from JP¥43.95 loss in FY 2022). Revenue: JP¥13.1b (down 4.1% from FY 2022). Net loss: JP¥237.0m (loss narrowed 54% from FY 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Jun 01Poplar Co., Ltd. announced that it has received ¥700 million in funding from Hirogin Capital Partners Co., Ltd., MIT Corporate Advisory Services Co., Ltd., Investment ArmOn May 31, 2023, Poplar Co., Ltd. closed the transaction.
お知らせ • May 24Poplar Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Poplar Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥156, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 66% over the past three years.
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥9.16 (vs JP¥43.95 loss in FY 2022)Full year 2023 results: EPS: JP¥9.16 (up from JP¥43.95 loss in FY 2022). Revenue: JP¥13.1b (down 4.1% from FY 2022). Net income: JP¥108.0m (up JP¥626.0m from FY 2022). Profit margin: 0.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Jan 12Third quarter 2023 earnings released: EPS: JP¥0.085 (vs JP¥15.10 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.085 (down from JP¥15.10 in 3Q 2022). Revenue: JP¥3.11b (down 13% from 3Q 2022). Net income: JP¥1.00m (down 99% from 3Q 2022). Profit margin: 0% (down from 5.0% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kazuki Kurata was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Nov 06Poplar Co., Ltd. to Report Q3, 2023 Results on Jan 11, 2023Poplar Co., Ltd. announced that they will report Q3, 2023 results on Jan 11, 2023
Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥5.60 (vs JP¥12.81 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.60 (up from JP¥12.81 loss in 2Q 2022). Revenue: JP¥3.45b (down 8.0% from 2Q 2022). Net income: JP¥66.0m (up JP¥217.0m from 2Q 2022). Profit margin: 1.9% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.
お知らせ • Aug 03Poplar Co., Ltd. to Report Q2, 2023 Results on Oct 12, 2022Poplar Co., Ltd. announced that they will report Q2, 2023 results on Oct 12, 2022
Reported Earnings • Jul 13First quarter 2023 earnings released: JP¥3.82 loss per share (vs JP¥36.14 loss in 1Q 2022)First quarter 2023 results: JP¥3.82 loss per share (up from JP¥36.14 loss in 1Q 2022). Revenue: JP¥3.45b (up 18% from 1Q 2022). Net loss: JP¥45.0m (loss narrowed 89% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 01Full year 2022 earnings released: JP¥43.95 loss per share (vs JP¥112 loss in FY 2021)Full year 2022 results: JP¥43.95 loss per share (up from JP¥112 loss in FY 2021). Revenue: JP¥13.6b (down 29% from FY 2021). Net loss: JP¥518.0m (loss narrowed 61% from FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • May 27Poplar Co., Ltd. to Report Q1, 2023 Results on Jul 12, 2022Poplar Co., Ltd. announced that they will report Q1, 2023 results on Jul 12, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kazuki Kurata was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 16Poplar Co., Ltd., Annual General Meeting, May 26, 2022Poplar Co., Ltd., Annual General Meeting, May 26, 2022.
Reported Earnings • Apr 15Full year 2022 earnings released: JP¥43.95 loss per share (vs JP¥112 loss in FY 2021)Full year 2022 results: JP¥43.95 loss per share (up from JP¥112 loss in FY 2021). Revenue: JP¥13.6b (down 29% from FY 2021). Net loss: JP¥518.0m (loss narrowed 61% from FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
お知らせ • Jan 30Poplar Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022Poplar Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022
Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥15.10 (up from JP¥23.92 loss in 3Q 2021). Revenue: JP¥3.56b (down 28% from 3Q 2021). Net income: JP¥178.0m (up JP¥460.0m from 3Q 2021). Profit margin: 5.0% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 13Second quarter 2022 earnings released: JP¥12.81 loss per share (vs JP¥20.96 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥3.75b (down 29% from 2Q 2021). Net loss: JP¥151.0m (loss narrowed 39% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 24Maruka Shokuhin K.K. agreed to acquire Daikokuya Foods Co., Ltd. from Poplar Co., Ltd. (TSE:7601) for ¥280 million.Maruka Shokuhin K.K. agreed to acquire Daikokuya Foods Co., Ltd. from Poplar Co., Ltd. (TSE:7601) for ¥280 million on September 22, 2021. As of January 31, 2021, Daikokuya had total assets of ¥761 million and net assets of ¥424 million. For the year ended January 31, 2021, Daikokuya generated revenue of ¥935 million. Transaction is expected to close on October 8, 2021.
Reported Earnings • Jul 11First quarter 2022 earnings released: JP¥36.14 loss per share (vs JP¥29.35 loss in 1Q 2021)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: JP¥2.93b (down 42% from 1Q 2021). Net loss: JP¥426.0m (loss widened 23% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 29Full year 2021 earnings released: JP¥112 loss per share (vs JP¥28.00 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥19.2b (down 24% from FY 2020). Net loss: JP¥1.32b (loss widened 299% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 15Full year 2021 earnings released: JP¥112 loss per share (vs JP¥28.00 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥19.2b (down 24% from FY 2020). Net loss: JP¥1.32b (loss widened 299% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 06Poplar Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021Poplar Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021
Is New 90 Day High Low • Feb 01New 90-day low: JP¥331The company is down 21% from its price of JP¥417 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.
Reported Earnings • Jan 14Third quarter 2021 earnings released: JP¥23.92 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥4.92b (down 22% from 3Q 2020). Net loss: JP¥282.0m (loss widened 57% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 12New 90-day low: JP¥365The company is down 14% from its price of JP¥423 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Dec 23New 90-day low: JP¥389The company is down 8.0% from its price of JP¥423 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥390The company is down 4.0% from its price of JP¥408 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 4.0% over the same period.
お知らせ • Aug 15Poplar Co., Ltd. to Report Q2, 2021 Results on Oct 08, 2020Poplar Co., Ltd. announced that they will report Q2, 2021 results on Oct 08, 2020
