View Future GrowthBanners 過去の業績過去 基準チェック /26Bannersは、平均年間20%の収益成長を遂げていますが、 Specialty Retail業界の収益は、年間 成長しています。収益は、平均年間9.1% 9.7%収益成長率で 成長しています。 Bannersの自己資本利益率は7.5%であり、純利益率は3.7%です。主要情報20.00%収益成長率21.27%EPS成長率Specialty Retail 業界の成長11.17%収益成長率9.67%株主資本利益率7.48%ネット・マージン3.66%次回の業績アップデート10 Aug 2026最近の業績更新お知らせ • Jun 01Banners Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Banners Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥13.52 (vs JP¥16.33 in FY 2025)Full year 2026 results: EPS: JP¥13.52 (down from JP¥16.33 in FY 2025). Revenue: JP¥5.65b (flat on FY 2025). Net income: JP¥207.0m (down 17% from FY 2025). Profit margin: 3.7% (down from 4.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.68 (vs JP¥4.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.68 (down from JP¥4.05 in 3Q 2025). Revenue: JP¥1.47b (down 8.3% from 3Q 2025). Net income: JP¥41.0m (down 34% from 3Q 2025). Profit margin: 2.8% (down from 3.9% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 29Banners Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Banners Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥3.66 (vs JP¥3.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.66 (up from JP¥3.53 in 2Q 2025). Revenue: JP¥1.31b (up 5.9% from 2Q 2025). Net income: JP¥56.0m (up 3.7% from 2Q 2025). Profit margin: 4.3% (down from 4.4% in 2Q 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 only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 01Banners Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Banners Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025すべての更新を表示Recent updatesお知らせ • Jun 01Banners Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Banners Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥180, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 51% over the past three years.Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥13.52 (vs JP¥16.33 in FY 2025)Full year 2026 results: EPS: JP¥13.52 (down from JP¥16.33 in FY 2025). Revenue: JP¥5.65b (flat on FY 2025). Net income: JP¥207.0m (down 17% from FY 2025). Profit margin: 3.7% (down from 4.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 15% 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 • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2026Banners Co., Ltd., Annual General Meeting, Jun 29, 2026.Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥152, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 39% over the past three years.Buy Or Sell Opportunity • Apr 24Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥190. The fair value is estimated to be JP¥135, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.New Risk • Mar 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (JP¥3.51b market cap, or US$22.0m).Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥180, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 49% over the past three years.Buy Or Sell Opportunity • Mar 23Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 3.9% to JP¥160. The fair value is estimated to be JP¥129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.Buy Or Sell Opportunity • Mar 05Now 21% overvaluedOver the last 90 days, the stock has fallen 3.8% to JP¥151. The fair value is estimated to be JP¥125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.68 (vs JP¥4.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.68 (down from JP¥4.05 in 3Q 2025). Revenue: JP¥1.47b (down 8.3% from 3Q 2025). Net income: JP¥41.0m (down 34% from 3Q 2025). Profit margin: 2.8% (down from 3.9% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 08Banners (TSE:3011) Will Pay A Dividend Of ¥5.00Banners Co., Ltd. ( TSE:3011 ) will pay a dividend of ¥5.00 on the 30th of June. Based on this payment, the dividend...Declared Dividend • Jan 08Dividend of JP¥5.00 announcedDividend of JP¥5.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 38% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 07Banners Co., Ltd. announces Annual dividend, payable on June 30, 2026Banners Co., Ltd. announced Annual dividend of JPY 5.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.お知らせ • Nov 29Banners Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Banners Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥3.66 (vs JP¥3.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.66 (up from JP¥3.53 in 2Q 2025). Revenue: JP¥1.31b (up 5.9% from 2Q 2025). Net income: JP¥56.0m (up 3.7% from 2Q 2025). Profit margin: 4.3% (down from 4.4% in 2Q 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 only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 01Banners Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Banners Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥2.87 (vs JP¥3.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.87 (down from JP¥3.33 in 1Q 2025). Revenue: JP¥1.16b (down 8.0% from 1Q 2025). Net income: JP¥44.0m (down 14% from 1Q 2025). Profit margin: 3.8% (down from 4.0% 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 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥2.14b market cap, or US$14.6m).お知らせ • May 31Banners Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Banners Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥16.33 (vs JP¥11.98 in FY 2024)Full year 2025 results: EPS: JP¥16.33 (up from JP¥11.98 in FY 2024). Revenue: JP¥5.60b (up 20% from FY 2024). Net income: JP¥250.0m (up 36% from FY 2024). Profit margin: 4.5% (up from 3.9% 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 18% 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 • May 13Banners Co., Ltd., Annual General Meeting, Jun 27, 2025Banners Co., Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • May 09Banners Co., Ltd.'s (TSE:3011) Shares Leap 27% Yet They're Still Not Telling The Full StoryBanners Co., Ltd. ( TSE:3011 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...分析記事 • May 09A Piece Of The Puzzle Missing From Banners Co., Ltd.'s (TSE:3011) 27% Share Price ClimbBanners Co., Ltd. ( TSE:3011 ) shareholders would be excited to see that the share price has had a great month, posting...Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥160, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 48% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Mar 04Banners Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Banners Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥4.05 (vs JP¥2.94 in 3Q 2024)Third quarter 2025 results: EPS: JP¥4.05 (up from JP¥2.94 in 3Q 2024). Revenue: JP¥1.60b (up 23% from 3Q 2024). Net income: JP¥62.0m (up 38% from 3Q 2024). Profit margin: 3.9% (up from 3.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% 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 • Nov 30Banners Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Banners Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: JP¥3.53 (vs JP¥2.74 in 2Q 2024)Second quarter 2025 results: EPS: JP¥3.53 (up from JP¥2.74 in 2Q 2024). Revenue: JP¥1.24b (up 11% from 2Q 2024). Net income: JP¥54.0m (up 29% from 2Q 2024). Profit margin: 4.4% (up from 3.8% in 2Q 2024). The increase in margin was driven by higher revenue. 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 2% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥1.91b market cap, or US$13.6m).お知らせ • Aug 27Banners Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Banners Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥3.33 (vs JP¥1.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.33 (up from JP¥1.55 in 1Q 2024). Revenue: JP¥1.27b (up 37% from 1Q 2024). Net income: JP¥51.0m (up 113% from 1Q 2024). Profit margin: 4.0% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 06Return Trends At Banners (TSE:3011) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥110, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years.お知らせ • Jun 02Banners Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Banners Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥11.98 (vs JP¥9.73 in FY 2023)Full year 2024 results: EPS: JP¥11.98 (up from JP¥9.73 in FY 2023). Revenue: JP¥4.68b (up 8.1% from FY 2023). Net income: JP¥184.0m (up 19% from FY 2023). Profit margin: 3.9% (up from 3.6% 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 33% 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 • May 16Banners Co., Ltd., Annual General Meeting, Jun 27, 2024Banners Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).お知らせ • Mar 02Banners Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Banners Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥2.94 (vs JP¥2.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.94 (up from JP¥2.20 in 3Q 2023). Revenue: JP¥1.30b (up 21% from 3Q 2023). Net income: JP¥45.0m (up 29% from 3Q 2023). Profit margin: 3.5% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 26Banners Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Banners Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥2.74 (vs JP¥1.88 in 2Q 2023)Second quarter 2024 results: EPS: JP¥2.74 (up from JP¥1.88 in 2Q 2023). Revenue: JP¥1.11b (up 7.0% from 2Q 2023). Net income: JP¥42.0m (up 40% from 2Q 2023). Profit margin: 3.8% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 27Banners Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Banners Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.55 (vs JP¥1.57 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.55 (down from JP¥1.57 in 1Q 2023). Revenue: JP¥923.0m (down 6.5% from 1Q 2023). Net income: JP¥24.0m (down 4.0% from 1Q 2023). Profit margin: 2.6% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 90% 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 • May 28Banners Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Banners Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023お知らせ • May 26Banners Co., Ltd. (TSE:3011) announces an Equity Buyback for 610,000 shares, representing 3.83% for ¥81.13 million.Banners Co., Ltd. (TSE:3011) announces a share repurchase program. Under the program, the company will repurchase up to 610,000 shares, representing 3.83% of its issued share capital for ¥81.13 million. The shares will be repurchased at a price of ¥133 per share. The purpose of the program is capital efficiency and enabling the execution of flexible capital policies. The program is valid till May 26, 2023. As of April 30, 2023, the company had 15,923,863 shares issued (excluding treasury stock) and 4,312,223 shares in treasury.Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥9.73 (vs JP¥8.77 in FY 2022)Full year 2023 results: EPS: JP¥9.73 (up from JP¥8.77 in FY 2022). Revenue: JP¥4.34b (up 11% from FY 2022). Net income: JP¥155.0m (up 9.9% from FY 2022). Profit margin: 3.6% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Banners Co., Ltd., Annual General Meeting, Jun 29, 2023Banners Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥2.20 (vs JP¥1.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥2.20 (up from JP¥1.31 in 3Q 2022). Revenue: JP¥1.08b (up 4.5% from 3Q 2022). Net income: JP¥35.0m (up 67% from 3Q 2022). Profit margin: 3.2% (up from 2.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% 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 • Nov 27Banners Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Banners Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Outside Director Kiyoshi Imai was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥1.88 (vs JP¥0.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.88 (up from JP¥0.80 in 2Q 2022). Revenue: JP¥1.04b (up 12% from 2Q 2022). Net income: JP¥30.0m (up 131% from 2Q 2022). Profit margin: 2.9% (up from 1.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 28Banners Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Banners Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥1.57 (vs JP¥0.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.57 (up from JP¥0.25 in 1Q 2022). Revenue: JP¥987.0m (up 16% from 1Q 2022). Net income: JP¥25.0m (up JP¥21.0m from 1Q 2022). Profit margin: 2.5% (up from 0.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 30Banners Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Banners Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥8.77 (vs JP¥1.62 in FY 2021)Full year 2022 results: EPS: JP¥8.77 (up from JP¥1.62 in FY 2021). Revenue: JP¥3.92b (up 11% from FY 2021). Net income: JP¥141.0m (up 422% from FY 2021). Profit margin: 3.6% (up from 0.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2022Banners Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Director Isao Ando was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Banners Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Banners Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥1.31 (up from JP¥0.84 in 3Q 2021). Revenue: JP¥1.03b (up 13% from 3Q 2021). Net income: JP¥21.0m (up 50% from 3Q 2021). Profit margin: 2.0% (up from 1.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥0.80 (vs JP¥0.18 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥933.0m (up 11% from 2Q 2021). Net income: JP¥13.0m (up JP¥16.0m from 2Q 2021). Profit margin: 1.4% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥0.25 (vs JP¥2.75 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥854.0m (up 26% from 1Q 2021). Net income: JP¥4.00m (up JP¥50.0m from 1Q 2021). Profit margin: 0.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥1.62 (vs JP¥14.51 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥3.55b (down 10% from FY 2020). Net income: JP¥27.0m (up JP¥270.0m from FY 2020). Profit margin: 0.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).お知らせ • Mar 04Banners Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Banners Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥0.84 (vs JP¥0.30 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥917.0m (up 32% from 3Q 2020). Net income: JP¥14.0m (up JP¥19.0m from 3Q 2020). Profit margin: 1.5% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Jan 19New 90-day high: JP¥123The company is up 12% from its price of JP¥110 on 21 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day high: JP¥121The company is up 4.0% from its price of JP¥116 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.Is New 90 Day High Low • Dec 14New 90-day high: JP¥118The company is up 7.0% from its price of JP¥110 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period.お知らせ • Sep 03Banners Co., Ltd. to Report Q2, 2021 Results on Nov 05, 2020Banners Co., Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020収支内訳Banners の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:3011 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 265,653207940031 Dec 255,440224932030 Sep 255,573245886030 Jun 255,500243875031 Mar 255,601250862031 Dec 245,450240819030 Sep 245,149223815030 Jun 245,026211784031 Mar 244,684184758031 Dec 234,568176754030 Sep 234,344166736030 Jun 234,271154718031 Mar 234,335155715031 Dec 224,211193692030 Sep 224,165179671030 Jun 224,057162683031 Mar 223,924141686031 Dec 213,931100670030 Sep 213,81593683030 Jun 213,72577681031 Mar 213,54727676031 Dec 203,463-149835030 Sep 203,239-168849030 Jun 203,612-161869031 Mar 203,953-243886031 Dec 194,140-81740030 Sep 194,516-44721030 Jun 194,245-103718031 Mar 194,15151703031 Dec 184,02526734030 Sep 183,96415741030 Jun 183,93570707031 Mar 183,88451721031 Dec 174,05518737030 Sep 174,06333751030 Jun 174,11263771031 Mar 174,218168775031 Dec 164,362248759030 Sep 164,386255745030 Jun 164,365234745031 Mar 164,339154748031 Dec 154,253130767030 Sep 154,0971117650質の高い収益: 3011は 高品質の収益 を持っています。利益率の向上: 3011の現在の純利益率 (3.7%)は、昨年(4.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 3011の収益は過去 5 年間で年間20%増加しました。成長の加速: 3011は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 3011は過去 1 年間で収益成長率がマイナス ( -17.2% ) となったため、 Specialty Retail業界平均 ( 6.8% ) と比較することが困難です。株主資本利益率高いROE: 3011の 自己資本利益率 ( 7.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/10 14:56終値2026/07/10 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する 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Banners 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
お知らせ • Jun 01Banners Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Banners Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥13.52 (vs JP¥16.33 in FY 2025)Full year 2026 results: EPS: JP¥13.52 (down from JP¥16.33 in FY 2025). Revenue: JP¥5.65b (flat on FY 2025). Net income: JP¥207.0m (down 17% from FY 2025). Profit margin: 3.7% (down from 4.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.68 (vs JP¥4.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.68 (down from JP¥4.05 in 3Q 2025). Revenue: JP¥1.47b (down 8.3% from 3Q 2025). Net income: JP¥41.0m (down 34% from 3Q 2025). Profit margin: 2.8% (down from 3.9% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 29Banners Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Banners Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥3.66 (vs JP¥3.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.66 (up from JP¥3.53 in 2Q 2025). Revenue: JP¥1.31b (up 5.9% from 2Q 2025). Net income: JP¥56.0m (up 3.7% from 2Q 2025). Profit margin: 4.3% (down from 4.4% in 2Q 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 only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 01Banners Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Banners Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Jun 01Banners Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Banners Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 23%After last week's 23% share price gain to JP¥180, the stock trades at a trailing P/E ratio of 13.3x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 51% over the past three years.
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥13.52 (vs JP¥16.33 in FY 2025)Full year 2026 results: EPS: JP¥13.52 (down from JP¥16.33 in FY 2025). Revenue: JP¥5.65b (flat on FY 2025). Net income: JP¥207.0m (down 17% from FY 2025). Profit margin: 3.7% (down from 4.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 15% 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 • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2026Banners Co., Ltd., Annual General Meeting, Jun 29, 2026.
Valuation Update With 7 Day Price Move • May 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥152, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 39% over the past three years.
Buy Or Sell Opportunity • Apr 24Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥190. The fair value is estimated to be JP¥135, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.
New Risk • Mar 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.5% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change). Market cap is less than US$100m (JP¥3.51b market cap, or US$22.0m).
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥180, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 14x in the Specialty Retail industry in Japan. Total returns to shareholders of 49% over the past three years.
Buy Or Sell Opportunity • Mar 23Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 3.9% to JP¥160. The fair value is estimated to be JP¥129, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.
Buy Or Sell Opportunity • Mar 05Now 21% overvaluedOver the last 90 days, the stock has fallen 3.8% to JP¥151. The fair value is estimated to be JP¥125, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥2.68 (vs JP¥4.05 in 3Q 2025)Third quarter 2026 results: EPS: JP¥2.68 (down from JP¥4.05 in 3Q 2025). Revenue: JP¥1.47b (down 8.3% from 3Q 2025). Net income: JP¥41.0m (down 34% from 3Q 2025). Profit margin: 2.8% (down from 3.9% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 08Banners (TSE:3011) Will Pay A Dividend Of ¥5.00Banners Co., Ltd. ( TSE:3011 ) will pay a dividend of ¥5.00 on the 30th of June. Based on this payment, the dividend...
Declared Dividend • Jan 08Dividend of JP¥5.00 announcedDividend of JP¥5.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 38% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 07Banners Co., Ltd. announces Annual dividend, payable on June 30, 2026Banners Co., Ltd. announced Annual dividend of JPY 5.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026.
お知らせ • Nov 29Banners Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Banners Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥3.66 (vs JP¥3.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥3.66 (up from JP¥3.53 in 2Q 2025). Revenue: JP¥1.31b (up 5.9% from 2Q 2025). Net income: JP¥56.0m (up 3.7% from 2Q 2025). Profit margin: 4.3% (down from 4.4% in 2Q 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 only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 01Banners Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Banners Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥2.87 (vs JP¥3.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.87 (down from JP¥3.33 in 1Q 2025). Revenue: JP¥1.16b (down 8.0% from 1Q 2025). Net income: JP¥44.0m (down 14% from 1Q 2025). Profit margin: 3.8% (down from 4.0% 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 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.8% average weekly change). Market cap is less than US$100m (JP¥2.14b market cap, or US$14.6m).
お知らせ • May 31Banners Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Banners Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025
Reported Earnings • May 17Full year 2025 earnings released: EPS: JP¥16.33 (vs JP¥11.98 in FY 2024)Full year 2025 results: EPS: JP¥16.33 (up from JP¥11.98 in FY 2024). Revenue: JP¥5.60b (up 20% from FY 2024). Net income: JP¥250.0m (up 36% from FY 2024). Profit margin: 4.5% (up from 3.9% 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 18% 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 • May 13Banners Co., Ltd., Annual General Meeting, Jun 27, 2025Banners Co., Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • May 09Banners Co., Ltd.'s (TSE:3011) Shares Leap 27% Yet They're Still Not Telling The Full StoryBanners Co., Ltd. ( TSE:3011 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
分析記事 • May 09A Piece Of The Puzzle Missing From Banners Co., Ltd.'s (TSE:3011) 27% Share Price ClimbBanners Co., Ltd. ( TSE:3011 ) shareholders would be excited to see that the share price has had a great month, posting...
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥160, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 15x in the Specialty Retail industry in Japan. Total returns to shareholders of 48% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 June 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Mar 04Banners Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Banners Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥4.05 (vs JP¥2.94 in 3Q 2024)Third quarter 2025 results: EPS: JP¥4.05 (up from JP¥2.94 in 3Q 2024). Revenue: JP¥1.60b (up 23% from 3Q 2024). Net income: JP¥62.0m (up 38% from 3Q 2024). Profit margin: 3.9% (up from 3.5% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% 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 • Nov 30Banners Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Banners Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: JP¥3.53 (vs JP¥2.74 in 2Q 2024)Second quarter 2025 results: EPS: JP¥3.53 (up from JP¥2.74 in 2Q 2024). Revenue: JP¥1.24b (up 11% from 2Q 2024). Net income: JP¥54.0m (up 29% from 2Q 2024). Profit margin: 4.4% (up from 3.8% in 2Q 2024). The increase in margin was driven by higher revenue. 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 2% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥1.91b market cap, or US$13.6m).
お知らせ • Aug 27Banners Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Banners Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥3.33 (vs JP¥1.55 in 1Q 2024)First quarter 2025 results: EPS: JP¥3.33 (up from JP¥1.55 in 1Q 2024). Revenue: JP¥1.27b (up 37% from 1Q 2024). Net income: JP¥51.0m (up 113% from 1Q 2024). Profit margin: 4.0% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 06Return Trends At Banners (TSE:3011) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥110, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Negligible returns to shareholders over past three years.
お知らせ • Jun 02Banners Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Banners Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥11.98 (vs JP¥9.73 in FY 2023)Full year 2024 results: EPS: JP¥11.98 (up from JP¥9.73 in FY 2023). Revenue: JP¥4.68b (up 8.1% from FY 2023). Net income: JP¥184.0m (up 19% from FY 2023). Profit margin: 3.9% (up from 3.6% 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 33% 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 • May 16Banners Co., Ltd., Annual General Meeting, Jun 27, 2024Banners Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
お知らせ • Mar 02Banners Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Banners Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥2.94 (vs JP¥2.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥2.94 (up from JP¥2.20 in 3Q 2023). Revenue: JP¥1.30b (up 21% from 3Q 2023). Net income: JP¥45.0m (up 29% from 3Q 2023). Profit margin: 3.5% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 26Banners Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Banners Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥2.74 (vs JP¥1.88 in 2Q 2023)Second quarter 2024 results: EPS: JP¥2.74 (up from JP¥1.88 in 2Q 2023). Revenue: JP¥1.11b (up 7.0% from 2Q 2023). Net income: JP¥42.0m (up 40% from 2Q 2023). Profit margin: 3.8% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 27Banners Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Banners Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥1.55 (vs JP¥1.57 in 1Q 2023)First quarter 2024 results: EPS: JP¥1.55 (down from JP¥1.57 in 1Q 2023). Revenue: JP¥923.0m (down 6.5% from 1Q 2023). Net income: JP¥24.0m (down 4.0% from 1Q 2023). Profit margin: 2.6% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 90% 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 • May 28Banners Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Banners Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
お知らせ • May 26Banners Co., Ltd. (TSE:3011) announces an Equity Buyback for 610,000 shares, representing 3.83% for ¥81.13 million.Banners Co., Ltd. (TSE:3011) announces a share repurchase program. Under the program, the company will repurchase up to 610,000 shares, representing 3.83% of its issued share capital for ¥81.13 million. The shares will be repurchased at a price of ¥133 per share. The purpose of the program is capital efficiency and enabling the execution of flexible capital policies. The program is valid till May 26, 2023. As of April 30, 2023, the company had 15,923,863 shares issued (excluding treasury stock) and 4,312,223 shares in treasury.
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥9.73 (vs JP¥8.77 in FY 2022)Full year 2023 results: EPS: JP¥9.73 (up from JP¥8.77 in FY 2022). Revenue: JP¥4.34b (up 11% from FY 2022). Net income: JP¥155.0m (up 9.9% from FY 2022). Profit margin: 3.6% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Banners Co., Ltd., Annual General Meeting, Jun 29, 2023Banners Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥3.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥2.20 (vs JP¥1.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥2.20 (up from JP¥1.31 in 3Q 2022). Revenue: JP¥1.08b (up 4.5% from 3Q 2022). Net income: JP¥35.0m (up 67% from 3Q 2022). Profit margin: 3.2% (up from 2.0% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 106% 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 • Nov 27Banners Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Banners Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. 3 independent directors (7 non-independent directors). Independent Outside Director Kiyoshi Imai was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥1.88 (vs JP¥0.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥1.88 (up from JP¥0.80 in 2Q 2022). Revenue: JP¥1.04b (up 12% from 2Q 2022). Net income: JP¥30.0m (up 131% from 2Q 2022). Profit margin: 2.9% (up from 1.4% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 28Banners Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Banners Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥1.57 (vs JP¥0.25 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.57 (up from JP¥0.25 in 1Q 2022). Revenue: JP¥987.0m (up 16% from 1Q 2022). Net income: JP¥25.0m (up JP¥21.0m from 1Q 2022). Profit margin: 2.5% (up from 0.5% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 30Banners Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Banners Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥8.77 (vs JP¥1.62 in FY 2021)Full year 2022 results: EPS: JP¥8.77 (up from JP¥1.62 in FY 2021). Revenue: JP¥3.92b (up 11% from FY 2021). Net income: JP¥141.0m (up 422% from FY 2021). Profit margin: 3.6% (up from 0.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 14Banners Co., Ltd., Annual General Meeting, Jun 29, 2022Banners Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. 2 independent directors (7 non-independent directors). Director Isao Ando was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Banners Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Banners Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).
Reported Earnings • Feb 14Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥1.31 (up from JP¥0.84 in 3Q 2021). Revenue: JP¥1.03b (up 13% from 3Q 2021). Net income: JP¥21.0m (up 50% from 3Q 2021). Profit margin: 2.0% (up from 1.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥0.80 (vs JP¥0.18 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥933.0m (up 11% from 2Q 2021). Net income: JP¥13.0m (up JP¥16.0m from 2Q 2021). Profit margin: 1.4% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. 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 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥0.25 (vs JP¥2.75 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥854.0m (up 26% from 1Q 2021). Net income: JP¥4.00m (up JP¥50.0m from 1Q 2021). Profit margin: 0.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥1.62 (vs JP¥14.51 loss in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥3.55b (down 10% from FY 2020). Net income: JP¥27.0m (up JP¥270.0m from FY 2020). Profit margin: 0.8% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥2.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
お知らせ • Mar 04Banners Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Banners Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥0.84 (vs JP¥0.30 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥917.0m (up 32% from 3Q 2020). Net income: JP¥14.0m (up JP¥19.0m from 3Q 2020). Profit margin: 1.5% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Jan 19New 90-day high: JP¥123The company is up 12% from its price of JP¥110 on 21 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day high: JP¥121The company is up 4.0% from its price of JP¥116 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.
Is New 90 Day High Low • Dec 14New 90-day high: JP¥118The company is up 7.0% from its price of JP¥110 on 15 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 12% over the same period.
お知らせ • Sep 03Banners Co., Ltd. to Report Q2, 2021 Results on Nov 05, 2020Banners Co., Ltd. announced that they will report Q2, 2021 results on Nov 05, 2020