View ValuationRetail Partners 将来の成長Future 基準チェック /06現在、 Retail Partnersの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Consumer Retailing 収益成長8.8%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • Jun 12Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th August 2026 Payment date: 18th November 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 1.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,238. The fair value is estimated to be JP¥1,550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 17%.Reported Earnings • Apr 14Full year 2026 earnings released: EPS: JP¥120 (vs JP¥122 in FY 2025)Full year 2026 results: EPS: JP¥120 (down from JP¥122 in FY 2025). Revenue: JP¥278.2b (up 4.3% from FY 2025). Net income: JP¥5.14b (down 1.7% from FY 2025). Profit margin: 1.8% (down from 2.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Apr 14Retail Partners Co., Ltd. (TSE:8167) announces an Equity Buyback for 1,600,000 shares, representing 3.73% for ¥2,000 million.Retail Partners Co., Ltd. (TSE:8167) announces a share repurchase program. Under the program, the company will repurchase 1,600,000 shares, representing 3.73% of its issued share capital, for ¥2,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, and to execute a flexible capital policy in response to changes in the operating environment. The program will run until August 31, 2026. As of February 28, 2026, the company had 42,933,174 shares issued and 3,712,885 shares in treasury.お知らせ • Apr 13Retail Partners Co., Ltd., Annual General Meeting, May 26, 2026Retail Partners Co., Ltd., Annual General Meeting, May 26, 2026.お知らせ • Apr 03Retail Partners Co., Ltd. to Report Fiscal Year 2026 Results on Apr 13, 2026Retail Partners Co., Ltd. announced that they will report fiscal year 2026 results on Apr 13, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥16.89 (vs JP¥25.32 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.89 (down from JP¥25.32 in 3Q 2025). Revenue: JP¥68.8b (up 4.2% from 3Q 2025). Net income: JP¥725.0m (down 33% from 3Q 2025). Profit margin: 1.1% (down from 1.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Nov 19First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 4.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥1,306. The fair value is estimated to be JP¥1,656, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 22%.Buy Or Sell Opportunity • Oct 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥1,285. The fair value is estimated to be JP¥1,631, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 22%.Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥29.16 (vs JP¥26.54 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.16 (up from JP¥26.54 in 2Q 2025). Revenue: JP¥67.7b (flat on 2Q 2025). Net income: JP¥1.25b (up 9.9% from 2Q 2025). Profit margin: 1.8% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 14Retail Partners Co., Ltd. Announces Dividend for the Second Quarter Ended August 31, 2025, Payable on November 18, 2025Retail Partners Co., Ltd. announced dividend for the second quarter ended August 31, 2025. For the period, the company announced dividend of JPY 20.00 per share against JPY 14.00 per share a year ago. Scheduled date to commence dividend payments: November 18, 2025.Buy Or Sell Opportunity • Sep 29Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,432. The fair value is estimated to be JP¥1,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 21%.Buy Or Sell Opportunity • Aug 28Now 21% undervaluedOver the last 90 days, the stock has risen 8.7% to JP¥1,452. The fair value is estimated to be JP¥1,829, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 21%.Upcoming Dividend • Aug 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).分析記事 • Jul 17Retail Partners (TSE:8167) Will Pay A Dividend Of ¥20.00The board of Retail Partners Co., Ltd. ( TSE:8167 ) has announced that it will pay a dividend of ¥20.00 per share on...Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥33.83 (vs JP¥29.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥33.83 (up from JP¥29.61 in 1Q 2025). Revenue: JP¥66.4b (up 2.0% from 1Q 2025). Net income: JP¥1.45b (up 14% from 1Q 2025). Profit margin: 2.2% (up from 2.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jul 16Now 21% undervaluedOver the last 90 days, the stock has risen 4.4% to JP¥1,413. The fair value is estimated to be JP¥1,789, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 21%.分析記事 • Jun 18Retail Partners (TSE:8167) Is Due To Pay A Dividend Of ¥20.00Retail Partners Co., Ltd. ( TSE:8167 ) has announced that it will pay a dividend of ¥20.00 per share on the 18th of...Declared Dividend • Jun 18Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th August 2025 Payment date: 18th November 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,308. The fair value is estimated to be JP¥1,635, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 19%.Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥122 (vs JP¥110 in FY 2024)Full year 2025 results: EPS: JP¥122 (up from JP¥110 in FY 2024). Revenue: JP¥266.7b (up 5.8% from FY 2024). Net income: JP¥5.23b (up 11% from FY 2024). Profit margin: 2.0% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥122 (vs JP¥110 in FY 2024)Full year 2025 results: EPS: JP¥122 (up from JP¥110 in FY 2024). Revenue: JP¥266.7b (up 5.8% from FY 2024). Net income: JP¥5.23b (up 11% from FY 2024). Profit margin: 2.0% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 14+ 1 more updateRetail Partners Co., Ltd., Annual General Meeting, May 29, 2025Retail Partners Co., Ltd., Annual General Meeting, May 29, 2025.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,387, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 21% over the past three years.分析記事 • Apr 08Potential Upside For Retail Partners Co., Ltd. (TSE:8167) Not Without RiskThere wouldn't be many who think Retail Partners Co., Ltd.'s ( TSE:8167 ) price-to-earnings (or "P/E") ratio of 11x is...Upcoming Dividend • Feb 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 26 May 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).お知らせ • Feb 19+ 3 more updatesRetail Partners Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Retail Partners Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥25.32 (vs JP¥24.93 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.32 (up from JP¥24.93 in 3Q 2024). Revenue: JP¥66.1b (up 4.9% from 3Q 2024). Net income: JP¥1.09b (up 1.6% from 3Q 2024). Profit margin: 1.6% (down from 1.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 22Shareholders Can Be Confident That Retail Partners' (TSE:8167) Earnings Are High QualityRetail Partners Co., Ltd. ( TSE:8167 ) just reported healthy earnings but the stock price didn't move much. Investors...Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥26.54 (vs JP¥29.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.54 (down from JP¥29.07 in 2Q 2024). Revenue: JP¥67.8b (up 5.4% from 2Q 2024). Net income: JP¥1.14b (down 8.7% from 2Q 2024). Profit margin: 1.7% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).分析記事 • Aug 05Returns At Retail Partners (TSE:8167) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,354, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 17% over the past three years.Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥29.61 (vs JP¥29.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥29.61 (up from JP¥29.55 in 1Q 2024). Revenue: JP¥65.1b (up 7.5% from 1Q 2024). Net income: JP¥1.27b (flat on 1Q 2024). Profit margin: 2.0% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.分析記事 • Apr 23Retail Partners' (TSE:8167) Performance Is Even Better Than Its Earnings SuggestInvestors were underwhelmed by the solid earnings posted by Retail Partners Co., Ltd. ( TSE:8167 ) recently. Our...お知らせ • Apr 17Retail Partners Co., Ltd., Annual General Meeting, May 23, 2024Retail Partners Co., Ltd., Annual General Meeting, May 23, 2024.Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥110 (vs JP¥66.76 in FY 2023)Full year 2024 results: EPS: JP¥110 (up from JP¥66.76 in FY 2023). Revenue: JP¥252.2b (up 7.4% from FY 2023). Net income: JP¥4.72b (up 62% from FY 2023). Profit margin: 1.9% (up from 1.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Feb 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.5%).お知らせ • Feb 10+ 3 more updatesRetail Partners Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Retail Partners Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025Reported Earnings • Jan 13Third quarter 2024 earnings released: EPS: JP¥24.93 (vs JP¥18.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.93 (up from JP¥18.33 in 3Q 2023). Revenue: JP¥62.9b (up 8.6% from 3Q 2023). Net income: JP¥1.07b (up 33% from 3Q 2023). Profit margin: 1.7% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Oct 15Second quarter 2024 earnings released: EPS: JP¥29.07 (vs JP¥16.90 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.07 (up from JP¥16.90 in 2Q 2023). Revenue: JP¥64.3b (up 8.5% from 2Q 2023). Net income: JP¥1.25b (up 68% from 2Q 2023). Profit margin: 1.9% (up from 1.3% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥12.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 30% and the cash payout ratio is 75%. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.6%).Reported Earnings • Jul 15First quarter 2024 earnings released: EPS: JP¥29.55 (vs JP¥22.03 in 1Q 2023)First quarter 2024 results: EPS: JP¥29.55 (up from JP¥22.03 in 1Q 2023). Revenue: JP¥60.5b (up 4.3% from 1Q 2023). Net income: JP¥1.27b (up 32% from 1Q 2023). Profit margin: 2.1% (up from 1.7% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 10% per year.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥66.76 (vs JP¥76.89 in FY 2022)Full year 2023 results: EPS: JP¥66.76 (down from JP¥76.89 in FY 2022). Revenue: JP¥234.8b (down 2.0% from FY 2022). Net income: JP¥2.92b (down 14% from FY 2022). Profit margin: 1.2% (down from 1.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥66.76 (vs JP¥76.89 in FY 2022)Full year 2023 results: EPS: JP¥66.76 (down from JP¥76.89 in FY 2022). Revenue: JP¥234.8b (down 2.0% from FY 2022). Net income: JP¥2.92b (down 14% from FY 2022). Profit margin: 1.2% (down from 1.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Upcoming Dividend • Feb 20Upcoming dividend of JP¥11.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 15% and the cash payout ratio is 83%. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).お知らせ • Feb 04+ 3 more updatesRetail Partners Co., Ltd. to Report Q3, 2023 Results on Jan 11, 2024Retail Partners Co., Ltd. announced that they will report Q3, 2023 results on Jan 11, 2024Reported Earnings • Jan 11Third quarter 2023 earnings released: EPS: JP¥18.33 (vs JP¥14.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.33 (up from JP¥14.37 in 3Q 2022). Revenue: JP¥58.0b (flat on 3Q 2022). Net income: JP¥802.0m (up 27% from 3Q 2022). Profit margin: 1.4% (up from 1.1% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • Oct 15Second quarter 2023 earnings released: EPS: JP¥16.90 (vs JP¥23.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.90 (down from JP¥23.59 in 2Q 2022). Revenue: JP¥59.2b (down 3.4% from 2Q 2022). Net income: JP¥741.0m (down 28% from 2Q 2022). Profit margin: 1.3% (down from 1.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 14Retail Partners Co., Ltd. (TSE:8167) announces an Equity Buyback for 1,000,000 shares, representing 2.28% for ¥1,200 million.Retail Partners Co., Ltd. (TSE:8167) announces a share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 2.28% of its issued share capital, for ¥1,200 million. The purpose of the program is to improve shareholder returns and capital efficiency, and to implement a flexible capital policy in response to changes in the business environment. The program will run until April 28, 2023. As of August 31, 2022, the company had 43,851,927 shares issued and 2,794,132 shares in treasury.Upcoming Dividend • Aug 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Jul 15First quarter 2023 earnings released: EPS: JP¥22.03 (vs JP¥22.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.03 (down from JP¥22.45 in 1Q 2022). Revenue: JP¥58.0b (down 3.1% from 1Q 2022). Net income: JP¥966.0m (down 1.8% from 1Q 2022). Profit margin: 1.7% (up from 1.6% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥76.89 (vs JP¥113 in FY 2021)Full year 2022 results: EPS: JP¥76.89 (down from JP¥113 in FY 2021). Revenue: JP¥239.5b (down 1.0% from FY 2021). Net income: JP¥3.37b (down 32% from FY 2021). Profit margin: 1.4% (down from 2.0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Kazuyoshi Ueda was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 15Retail Partners Co., Ltd., Annual General Meeting, May 26, 2022Retail Partners Co., Ltd., Annual General Meeting, May 26, 2022.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥76.89 (vs JP¥113 in FY 2021)Full year 2022 results: EPS: JP¥76.89 (down from JP¥113 in FY 2021). Revenue: JP¥239.5b (down 1.0% from FY 2021). Net income: JP¥3.37b (down 32% from FY 2021). Profit margin: 1.4% (down from 2.0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.お知らせ • Apr 08+ 3 more updatesRetail Partners Co., Ltd. to Report Q3, 2023 Results on Jan 10, 2023Retail Partners Co., Ltd. announced that they will report Q3, 2023 results on Jan 10, 2023Upcoming Dividend • Feb 18Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Jan 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥14.37 (down from JP¥24.32 in 3Q 2021). Revenue: JP¥58.5b (flat on 3Q 2021). Net income: JP¥630.0m (down 41% from 3Q 2021). Profit margin: 1.1% (down from 1.8% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 14Second quarter 2022 earnings released: EPS JP¥23.59 (vs JP¥32.23 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥61.3b (flat on 2Q 2021). Net income: JP¥1.03b (down 27% from 2Q 2021). Profit margin: 1.7% (down from 2.3% in 2Q 2021). 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 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 16 November 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).Reported Earnings • Jul 15First quarter 2022 earnings released: EPS JP¥22.45 (vs JP¥52.93 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥59.9b (down 4.6% from 1Q 2021). Net income: JP¥984.0m (down 58% from 1Q 2021). Profit margin: 1.6% (down from 3.7% in 1Q 2021). 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 7% per year, which means it is significantly lagging earnings.Reported Earnings • May 31Full year 2021 earnings released: EPS JP¥113 (vs JP¥50.03 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥241.8b (up 5.7% from FY 2020). Net income: JP¥4.93b (up 120% from FY 2020). Profit margin: 2.0% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. 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 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 15Full year 2021 earnings released: EPS JP¥113 (vs JP¥50.03 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥241.8b (up 5.7% from FY 2020). Net income: JP¥4.93b (up 120% from FY 2020). Profit margin: 2.0% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. 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 5% per year, which means it has not declined as severely as earnings.お知らせ • Feb 04Retail Partners Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021Retail Partners Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021Is New 90 Day High Low • Jan 15New 90-day low: JP¥1,361The company is down 7.0% from its price of JP¥1,469 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 5.0% over the same period.Reported Earnings • Jan 09Third quarter 2021 earnings released: EPS JP¥24.32The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥58.2b (up 3.0% from 3Q 2020). Net income: JP¥1.07b (up 92% from 3Q 2020). Profit margin: 1.8% (up from 1.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Jul 10+ 1 more updateRetail Partners Co., Ltd. to Report Q2, 2021 Results on Oct 09, 2020Retail Partners Co., Ltd. announced that they will report Q2, 2021 results on Oct 09, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Retail Partners は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:8167 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/2026278,1965,1383,8069,631N/A11/30/2025267,4015,157N/AN/AN/A8/31/2025272,9705,5194,5509,607N/A5/31/2025262,2585,406N/AN/AN/A2/28/2025266,7415,2254,3968,839N/A11/30/2024263,2794,626N/AN/AN/A8/31/2024260,1684,6095,87910,870N/A5/31/2024256,6954,718N/AN/AN/A2/29/2024252,1614,7177,28611,505N/A11/30/2023247,3183,996N/AN/AN/A8/31/2023242,3473,7284,2049,979N/A5/31/2023237,3143,221N/AN/AN/A2/28/2023234,7932,9171,2858,195N/A11/30/2022235,0873,232N/AN/AN/A8/31/2022235,6043,0601,1087,658N/A5/31/2022237,6743,353N/AN/AN/A2/28/2022239,5193,371-8155,010N/A11/30/2021239,2642,781N/AN/AN/A8/31/2021238,9863,217-3557,070N/A5/31/2021238,9693,596N/AN/AN/A2/28/2021241,8444,9325,93212,241N/A11/30/2020239,4964,953N/AN/AN/A8/31/2020237,8014,4425,2829,469N/A5/31/2020234,5163,823N/AN/AN/A2/29/2020228,8142,2401,3367,976N/A11/30/2019227,9402,545N/AN/AN/A8/31/2019227,8532,782N/A6,792N/A5/31/2019229,0302,962N/AN/AN/A2/28/2019229,0663,194N/A5,490N/A11/30/2018229,6991,549N/AN/AN/A8/31/2018229,2801,562N/A7,209N/A5/31/2018228,4352,190N/AN/AN/A2/28/2018228,98219,065N/A6,911N/A11/30/2017208,55621,076N/AN/AN/A8/31/2017188,42220,576N/A6,587N/A5/31/2017166,90419,717N/AN/AN/A2/28/2017142,9522,555N/A2,789N/A11/30/2016141,2792,099N/AN/AN/A8/31/2016138,4682,554N/A4,869N/A5/31/2016125,9274,560N/AN/AN/A2/29/2016115,9004,287N/A6,514N/A11/30/2015104,1104,569N/AN/AN/A8/31/201593,3964,397N/A4,349N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8167の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 8167の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 8167の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 8167の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 8167の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8167の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/20 20:20終値2026/06/19 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Retail Partners 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。1 アナリスト機関null nullMizuho Securities Co., Ltd.
Declared Dividend • Jun 12Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th August 2026 Payment date: 18th November 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 1.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥1,238. The fair value is estimated to be JP¥1,550, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 17%.
Reported Earnings • Apr 14Full year 2026 earnings released: EPS: JP¥120 (vs JP¥122 in FY 2025)Full year 2026 results: EPS: JP¥120 (down from JP¥122 in FY 2025). Revenue: JP¥278.2b (up 4.3% from FY 2025). Net income: JP¥5.14b (down 1.7% from FY 2025). Profit margin: 1.8% (down from 2.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14Retail Partners Co., Ltd. (TSE:8167) announces an Equity Buyback for 1,600,000 shares, representing 3.73% for ¥2,000 million.Retail Partners Co., Ltd. (TSE:8167) announces a share repurchase program. Under the program, the company will repurchase 1,600,000 shares, representing 3.73% of its issued share capital, for ¥2,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency, and to execute a flexible capital policy in response to changes in the operating environment. The program will run until August 31, 2026. As of February 28, 2026, the company had 42,933,174 shares issued and 3,712,885 shares in treasury.
お知らせ • Apr 13Retail Partners Co., Ltd., Annual General Meeting, May 26, 2026Retail Partners Co., Ltd., Annual General Meeting, May 26, 2026.
お知らせ • Apr 03Retail Partners Co., Ltd. to Report Fiscal Year 2026 Results on Apr 13, 2026Retail Partners Co., Ltd. announced that they will report fiscal year 2026 results on Apr 13, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.5%).
Reported Earnings • Jan 15Third quarter 2026 earnings released: EPS: JP¥16.89 (vs JP¥25.32 in 3Q 2025)Third quarter 2026 results: EPS: JP¥16.89 (down from JP¥25.32 in 3Q 2025). Revenue: JP¥68.8b (up 4.2% from 3Q 2025). Net income: JP¥725.0m (down 33% from 3Q 2025). Profit margin: 1.1% (down from 1.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Nov 19First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 4.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥1,306. The fair value is estimated to be JP¥1,656, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 22%.
Buy Or Sell Opportunity • Oct 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to JP¥1,285. The fair value is estimated to be JP¥1,631, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 22%.
Reported Earnings • Oct 15Second quarter 2026 earnings released: EPS: JP¥29.16 (vs JP¥26.54 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.16 (up from JP¥26.54 in 2Q 2025). Revenue: JP¥67.7b (flat on 2Q 2025). Net income: JP¥1.25b (up 9.9% from 2Q 2025). Profit margin: 1.8% (in line with 2Q 2025). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 14Retail Partners Co., Ltd. Announces Dividend for the Second Quarter Ended August 31, 2025, Payable on November 18, 2025Retail Partners Co., Ltd. announced dividend for the second quarter ended August 31, 2025. For the period, the company announced dividend of JPY 20.00 per share against JPY 14.00 per share a year ago. Scheduled date to commence dividend payments: November 18, 2025.
Buy Or Sell Opportunity • Sep 29Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,432. The fair value is estimated to be JP¥1,822, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 21%.
Buy Or Sell Opportunity • Aug 28Now 21% undervaluedOver the last 90 days, the stock has risen 8.7% to JP¥1,452. The fair value is estimated to be JP¥1,829, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 21%.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 18 November 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
分析記事 • Jul 17Retail Partners (TSE:8167) Will Pay A Dividend Of ¥20.00The board of Retail Partners Co., Ltd. ( TSE:8167 ) has announced that it will pay a dividend of ¥20.00 per share on...
Reported Earnings • Jul 16First quarter 2026 earnings released: EPS: JP¥33.83 (vs JP¥29.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥33.83 (up from JP¥29.61 in 1Q 2025). Revenue: JP¥66.4b (up 2.0% from 1Q 2025). Net income: JP¥1.45b (up 14% from 1Q 2025). Profit margin: 2.2% (up from 2.0% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jul 16Now 21% undervaluedOver the last 90 days, the stock has risen 4.4% to JP¥1,413. The fair value is estimated to be JP¥1,789, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 21%.
分析記事 • Jun 18Retail Partners (TSE:8167) Is Due To Pay A Dividend Of ¥20.00Retail Partners Co., Ltd. ( TSE:8167 ) has announced that it will pay a dividend of ¥20.00 per share on the 18th of...
Declared Dividend • Jun 18Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 28th August 2025 Payment date: 18th November 2025 Dividend yield will be 3.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 19% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.4% to JP¥1,308. The fair value is estimated to be JP¥1,635, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 19%.
Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥122 (vs JP¥110 in FY 2024)Full year 2025 results: EPS: JP¥122 (up from JP¥110 in FY 2024). Revenue: JP¥266.7b (up 5.8% from FY 2024). Net income: JP¥5.23b (up 11% from FY 2024). Profit margin: 2.0% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Full year 2025 earnings released: EPS: JP¥122 (vs JP¥110 in FY 2024)Full year 2025 results: EPS: JP¥122 (up from JP¥110 in FY 2024). Revenue: JP¥266.7b (up 5.8% from FY 2024). Net income: JP¥5.23b (up 11% from FY 2024). Profit margin: 2.0% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 14+ 1 more updateRetail Partners Co., Ltd., Annual General Meeting, May 29, 2025Retail Partners Co., Ltd., Annual General Meeting, May 29, 2025.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,387, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 21% over the past three years.
分析記事 • Apr 08Potential Upside For Retail Partners Co., Ltd. (TSE:8167) Not Without RiskThere wouldn't be many who think Retail Partners Co., Ltd.'s ( TSE:8167 ) price-to-earnings (or "P/E") ratio of 11x is...
Upcoming Dividend • Feb 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 26 May 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
お知らせ • Feb 19+ 3 more updatesRetail Partners Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025Retail Partners Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥25.32 (vs JP¥24.93 in 3Q 2024)Third quarter 2025 results: EPS: JP¥25.32 (up from JP¥24.93 in 3Q 2024). Revenue: JP¥66.1b (up 4.9% from 3Q 2024). Net income: JP¥1.09b (up 1.6% from 3Q 2024). Profit margin: 1.6% (down from 1.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 22Shareholders Can Be Confident That Retail Partners' (TSE:8167) Earnings Are High QualityRetail Partners Co., Ltd. ( TSE:8167 ) just reported healthy earnings but the stock price didn't move much. Investors...
Reported Earnings • Oct 18Second quarter 2025 earnings released: EPS: JP¥26.54 (vs JP¥29.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.54 (down from JP¥29.07 in 2Q 2024). Revenue: JP¥67.8b (up 5.4% from 2Q 2024). Net income: JP¥1.14b (down 8.7% from 2Q 2024). Profit margin: 1.7% (down from 1.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 15 November 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
分析記事 • Aug 05Returns At Retail Partners (TSE:8167) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,354, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Jul 18First quarter 2025 earnings released: EPS: JP¥29.61 (vs JP¥29.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥29.61 (up from JP¥29.55 in 1Q 2024). Revenue: JP¥65.1b (up 7.5% from 1Q 2024). Net income: JP¥1.27b (flat on 1Q 2024). Profit margin: 2.0% (down from 2.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
分析記事 • Apr 23Retail Partners' (TSE:8167) Performance Is Even Better Than Its Earnings SuggestInvestors were underwhelmed by the solid earnings posted by Retail Partners Co., Ltd. ( TSE:8167 ) recently. Our...
お知らせ • Apr 17Retail Partners Co., Ltd., Annual General Meeting, May 23, 2024Retail Partners Co., Ltd., Annual General Meeting, May 23, 2024.
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: JP¥110 (vs JP¥66.76 in FY 2023)Full year 2024 results: EPS: JP¥110 (up from JP¥66.76 in FY 2023). Revenue: JP¥252.2b (up 7.4% from FY 2023). Net income: JP¥4.72b (up 62% from FY 2023). Profit margin: 1.9% (up from 1.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.5%).
お知らせ • Feb 10+ 3 more updatesRetail Partners Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025Retail Partners Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025
Reported Earnings • Jan 13Third quarter 2024 earnings released: EPS: JP¥24.93 (vs JP¥18.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥24.93 (up from JP¥18.33 in 3Q 2023). Revenue: JP¥62.9b (up 8.6% from 3Q 2023). Net income: JP¥1.07b (up 33% from 3Q 2023). Profit margin: 1.7% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 15Second quarter 2024 earnings released: EPS: JP¥29.07 (vs JP¥16.90 in 2Q 2023)Second quarter 2024 results: EPS: JP¥29.07 (up from JP¥16.90 in 2Q 2023). Revenue: JP¥64.3b (up 8.5% from 2Q 2023). Net income: JP¥1.25b (up 68% from 2Q 2023). Profit margin: 1.9% (up from 1.3% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥12.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 November 2023. Payout ratio is a comfortable 30% and the cash payout ratio is 75%. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.6%).
Reported Earnings • Jul 15First quarter 2024 earnings released: EPS: JP¥29.55 (vs JP¥22.03 in 1Q 2023)First quarter 2024 results: EPS: JP¥29.55 (up from JP¥22.03 in 1Q 2023). Revenue: JP¥60.5b (up 4.3% from 1Q 2023). Net income: JP¥1.27b (up 32% from 1Q 2023). Profit margin: 2.1% (up from 1.7% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥66.76 (vs JP¥76.89 in FY 2022)Full year 2023 results: EPS: JP¥66.76 (down from JP¥76.89 in FY 2022). Revenue: JP¥234.8b (down 2.0% from FY 2022). Net income: JP¥2.92b (down 14% from FY 2022). Profit margin: 1.2% (down from 1.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥66.76 (vs JP¥76.89 in FY 2022)Full year 2023 results: EPS: JP¥66.76 (down from JP¥76.89 in FY 2022). Revenue: JP¥234.8b (down 2.0% from FY 2022). Net income: JP¥2.92b (down 14% from FY 2022). Profit margin: 1.2% (down from 1.4% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥11.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Payout ratio is a comfortable 15% and the cash payout ratio is 83%. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
お知らせ • Feb 04+ 3 more updatesRetail Partners Co., Ltd. to Report Q3, 2023 Results on Jan 11, 2024Retail Partners Co., Ltd. announced that they will report Q3, 2023 results on Jan 11, 2024
Reported Earnings • Jan 11Third quarter 2023 earnings released: EPS: JP¥18.33 (vs JP¥14.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.33 (up from JP¥14.37 in 3Q 2022). Revenue: JP¥58.0b (flat on 3Q 2022). Net income: JP¥802.0m (up 27% from 3Q 2022). Profit margin: 1.4% (up from 1.1% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 15Second quarter 2023 earnings released: EPS: JP¥16.90 (vs JP¥23.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥16.90 (down from JP¥23.59 in 2Q 2022). Revenue: JP¥59.2b (down 3.4% from 2Q 2022). Net income: JP¥741.0m (down 28% from 2Q 2022). Profit margin: 1.3% (down from 1.7% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 14Retail Partners Co., Ltd. (TSE:8167) announces an Equity Buyback for 1,000,000 shares, representing 2.28% for ¥1,200 million.Retail Partners Co., Ltd. (TSE:8167) announces a share repurchase program. Under the program, the company will repurchase 1,000,000 shares, representing 2.28% of its issued share capital, for ¥1,200 million. The purpose of the program is to improve shareholder returns and capital efficiency, and to implement a flexible capital policy in response to changes in the business environment. The program will run until April 28, 2023. As of August 31, 2022, the company had 43,851,927 shares issued and 2,794,132 shares in treasury.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 15 November 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Jul 15First quarter 2023 earnings released: EPS: JP¥22.03 (vs JP¥22.45 in 1Q 2022)First quarter 2023 results: EPS: JP¥22.03 (down from JP¥22.45 in 1Q 2022). Revenue: JP¥58.0b (down 3.1% from 1Q 2022). Net income: JP¥966.0m (down 1.8% from 1Q 2022). Profit margin: 1.7% (up from 1.6% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥76.89 (vs JP¥113 in FY 2021)Full year 2022 results: EPS: JP¥76.89 (down from JP¥113 in FY 2021). Revenue: JP¥239.5b (down 1.0% from FY 2021). Net income: JP¥3.37b (down 32% from FY 2021). Profit margin: 1.4% (down from 2.0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Director Kazuyoshi Ueda was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 15Retail Partners Co., Ltd., Annual General Meeting, May 26, 2022Retail Partners Co., Ltd., Annual General Meeting, May 26, 2022.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥76.89 (vs JP¥113 in FY 2021)Full year 2022 results: EPS: JP¥76.89 (down from JP¥113 in FY 2021). Revenue: JP¥239.5b (down 1.0% from FY 2021). Net income: JP¥3.37b (down 32% from FY 2021). Profit margin: 1.4% (down from 2.0% in FY 2021). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Apr 08+ 3 more updatesRetail Partners Co., Ltd. to Report Q3, 2023 Results on Jan 10, 2023Retail Partners Co., Ltd. announced that they will report Q3, 2023 results on Jan 10, 2023
Upcoming Dividend • Feb 18Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Jan 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥14.37 (down from JP¥24.32 in 3Q 2021). Revenue: JP¥58.5b (flat on 3Q 2021). Net income: JP¥630.0m (down 41% from 3Q 2021). Profit margin: 1.1% (down from 1.8% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 14Second quarter 2022 earnings released: EPS JP¥23.59 (vs JP¥32.23 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥61.3b (flat on 2Q 2021). Net income: JP¥1.03b (down 27% from 2Q 2021). Profit margin: 1.7% (down from 2.3% in 2Q 2021). 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 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 16 November 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (1.4%).
Reported Earnings • Jul 15First quarter 2022 earnings released: EPS JP¥22.45 (vs JP¥52.93 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥59.9b (down 4.6% from 1Q 2021). Net income: JP¥984.0m (down 58% from 1Q 2021). Profit margin: 1.6% (down from 3.7% in 1Q 2021). 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 7% per year, which means it is significantly lagging earnings.
Reported Earnings • May 31Full year 2021 earnings released: EPS JP¥113 (vs JP¥50.03 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥241.8b (up 5.7% from FY 2020). Net income: JP¥4.93b (up 120% from FY 2020). Profit margin: 2.0% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. 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 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 15Full year 2021 earnings released: EPS JP¥113 (vs JP¥50.03 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥241.8b (up 5.7% from FY 2020). Net income: JP¥4.93b (up 120% from FY 2020). Profit margin: 2.0% (up from 1.0% in FY 2020). The increase in margin was driven by higher revenue. 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 5% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 04Retail Partners Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021Retail Partners Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021
Is New 90 Day High Low • Jan 15New 90-day low: JP¥1,361The company is down 7.0% from its price of JP¥1,469 on 16 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 5.0% over the same period.
Reported Earnings • Jan 09Third quarter 2021 earnings released: EPS JP¥24.32The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥58.2b (up 3.0% from 3Q 2020). Net income: JP¥1.07b (up 92% from 3Q 2020). Profit margin: 1.8% (up from 1.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 72% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Jul 10+ 1 more updateRetail Partners Co., Ltd. to Report Q2, 2021 Results on Oct 09, 2020Retail Partners Co., Ltd. announced that they will report Q2, 2021 results on Oct 09, 2020