View Future GrowthBic Camera 過去の業績過去 基準チェック /46Bic Cameraは、平均年間25.8%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% 4.5%収益成長率で 成長しています。 Bic Cameraの自己資本利益率は10.2%であり、純利益率は2%です。主要情報25.76%収益成長率26.46%EPS成長率Specialty Retail 業界の成長11.17%収益成長率4.49%株主資本利益率10.20%ネット・マージン1.95%次回の業績アップデート14 Jul 2026最近の業績更新お知らせ • May 11Bic Camera Inc. to Report Q3, 2026 Results on Jul 14, 2026Bic Camera Inc. announced that they will report Q3, 2026 results on Jul 14, 2026Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥38.70 (vs JP¥36.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.70 (up from JP¥36.21 in 2Q 2025). Revenue: JP¥269.7b (up 5.6% from 2Q 2025). Net income: JP¥6.63b (up 6.9% from 2Q 2025). Profit margin: 2.5% (up from 2.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 03Bic Camera Inc. to Report Q2, 2026 Results on Apr 10, 2026Bic Camera Inc. announced that they will report Q2, 2026 results on Apr 10, 2026Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.11 (vs JP¥16.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.11 (up from JP¥16.39 in 1Q 2025). Revenue: JP¥238.7b (up 6.5% from 1Q 2025). Net income: JP¥4.47b (up 59% from 1Q 2025). Profit margin: 1.9% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 07Bic Camera Inc. to Report Q1, 2026 Results on Jan 14, 2026Bic Camera Inc. announced that they will report Q1, 2026 results on Jan 14, 2026Reported Earnings • Oct 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥81.25 in FY 2024). Revenue: JP¥974.5b (up 5.6% from FY 2024). Net income: JP¥17.5b (up 26% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesDeclared Dividend • May 19First half dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 24th November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 11Bic Camera Inc. to Report Q3, 2026 Results on Jul 14, 2026Bic Camera Inc. announced that they will report Q3, 2026 results on Jul 14, 2026Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥38.70 (vs JP¥36.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.70 (up from JP¥36.21 in 2Q 2025). Revenue: JP¥269.7b (up 5.6% from 2Q 2025). Net income: JP¥6.63b (up 6.9% from 2Q 2025). Profit margin: 2.5% (up from 2.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 10Now 22% undervaluedOver the last 90 days, the stock has risen 3.7% to JP¥1,768. The fair value is estimated to be JP¥2,262, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.お知らせ • Apr 03Bic Camera Inc. to Report Q2, 2026 Results on Apr 10, 2026Bic Camera Inc. announced that they will report Q2, 2026 results on Apr 10, 2026Buy Or Sell Opportunity • Mar 03Now 21% undervaluedOver the last 90 days, the stock has risen 12% to JP¥1,736. The fair value is estimated to be JP¥2,202, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.11 (vs JP¥16.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.11 (up from JP¥16.39 in 1Q 2025). Revenue: JP¥238.7b (up 6.5% from 1Q 2025). Net income: JP¥4.47b (up 59% from 1Q 2025). Profit margin: 1.9% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 25Bic Camera (TSE:3048) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Dec 11Bic Camera (TSE:3048) Is Due To Pay A Dividend Of ¥20.00Bic Camera Inc.'s ( TSE:3048 ) investors are due to receive a payment of ¥20.00 per share on 19th of May. This will...Declared Dividend • Dec 11Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 11% higher than last year. Ex-date: 26th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 07Bic Camera Inc. to Report Q1, 2026 Results on Jan 14, 2026Bic Camera Inc. announced that they will report Q1, 2026 results on Jan 14, 2026Reported Earnings • Oct 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥81.25 in FY 2024). Revenue: JP¥974.5b (up 5.6% from FY 2024). Net income: JP¥17.5b (up 26% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 10+ 3 more updatesBic Camera Inc., Annual General Meeting, Nov 20, 2025Bic Camera Inc., Annual General Meeting, Nov 20, 2025.分析記事 • Oct 01Pinning Down Bic Camera Inc.'s (TSE:3048) P/E Is Difficult Right NowThere wouldn't be many who think Bic Camera Inc.'s ( TSE:3048 ) price-to-earnings (or "P/E") ratio of 14.7x is worth a...分析記事 • Sep 06Bic Camera's (TSE:3048) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Aug 09Bic Camera Inc. to Report Fiscal Year 2025 Results on Oct 10, 2025Bic Camera Inc. announced that they will report fiscal year 2025 results on Oct 10, 2025分析記事 • Jul 28Is Bic Camera (TSE:3048) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Jul 13Third quarter 2025 earnings released: EPS: JP¥35.81 (vs JP¥29.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.81 (up from JP¥29.21 in 3Q 2024). Revenue: JP¥250.4b (up 4.3% from 3Q 2024). Net income: JP¥6.13b (up 23% from 3Q 2024). Profit margin: 2.4% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 08Is Bic Camera Inc. (TSE:3048) Trading At A 33% Discount?Key Insights Bic Camera's estimated fair value is JP¥2,528 based on 2 Stage Free Cash Flow to Equity Bic Camera's...分析記事 • Jun 20Bic Camera Inc.'s (TSE:3048) Share Price Not Quite Adding UpWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Bic...Declared Dividend • May 20First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 28th August 2025 Payment date: 25th November 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 09Bic Camera Inc. to Report Q3, 2025 Results on Jul 11, 2025Bic Camera Inc. announced that they will report Q3, 2025 results on Jul 11, 2025分析記事 • Apr 28Bic Camera (TSE:3048) Is Doing The Right Things To Multiply Its Share PriceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Apr 12Second quarter 2025 earnings released: EPS: JP¥36.21 (vs JP¥24.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.21 (up from JP¥24.78 in 2Q 2024). Revenue: JP¥255.3b (up 7.7% from 2Q 2024). Net income: JP¥6.20b (up 46% from 2Q 2024). Profit margin: 2.4% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 11+ 2 more updatesBic Camera Inc. Revises Consolidated Earnings Guidance for Full Fiscal Year Ending August 31, 2025Bic Camera Inc. revised consolidated earnings guidance for full fiscal year ending August 31, 2025. For the full fiscal, the company expects net sales of JPY 968,000 million, operating profit of JPY 31,000 million, profit attributable to owners of parent of JPY 17,000 million or JPY 99.29 per share against previously forecasted of net sales of 952,000 million, operating profit of JPY 26,500 million, profit attributable to owners of parent of JPY 15,200 million or JPY 88.79 per share. Reason for the difference and revision: For the first six months of the current fiscal year, net sales exceeded initial forecasts, mainly due to the strong performance of the mobile phone sales agency business. On the profit side, in addition to the aforementioned increase in earnings, efforts to control overall SG&A expenses resulted in all profits exceeding initial forecasts. For the full-year consolidated earnings forecasts for the year ending August 31, 2025, the company have revised upward the previously announced forecasts for net sales and each profit, taking into account the factors for the first six months of the current fiscal year.分析記事 • Mar 27Here's Why We Think Bic Camera (TSE:3048) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Mar 13We Think Bic Camera (TSE:3048) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 20Bic Camera (TSE:3048) Is Due To Pay A Dividend Of ¥16.00The board of Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of...お知らせ • Feb 20Bic Camera Inc. to Report Q2, 2025 Results on Apr 11, 2025Bic Camera Inc. announced that they will report Q2, 2025 results on Apr 11, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Major Estimate Revision • Feb 06Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥76.04 to JP¥88.93. Revenue forecast steady at JP¥946.3b. Net income forecast to grow 0.4% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,490 to JP¥1,700. Share price was steady at JP¥1,684 over the past week.Price Target Changed • Feb 05Price target increased by 15% to JP¥1,700Up from JP¥1,477, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,634. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥88.93 for next year compared to JP¥81.25 last year.分析記事 • Jan 17Bic Camera (TSE:3048) Has Announced A Dividend Of ¥16.00The board of Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend on the 19th of May, with investors...Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥16.39 (vs JP¥7.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.39 (up from JP¥7.67 in 1Q 2024). Revenue: JP¥224.2b (up 6.5% from 1Q 2024). Net income: JP¥2.81b (up 114% from 1Q 2024). Profit margin: 1.3% (up from 0.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.分析記事 • Jan 03Bic Camera's (TSE:3048) Dividend Will Be ¥16.00Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of May. This...分析記事 • Dec 19Bic Camera's (TSE:3048) Dividend Will Be ¥16.00Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of May. This...Declared Dividend • Dec 19Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th February 2025 Payment date: 19th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 22Bic Camera Inc. to Report Q1, 2025 Results on Jan 14, 2025Bic Camera Inc. announced that they will report Q1, 2025 results on Jan 14, 2025分析記事 • Nov 18Estimating The Fair Value Of Bic Camera Inc. (TSE:3048)Key Insights The projected fair value for Bic Camera is JP¥1,875 based on 2 Stage Free Cash Flow to Equity Current...New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (6.2% average weekly change).分析記事 • Oct 20The Strong Earnings Posted By Bic Camera (TSE:3048) Are A Good Indication Of The Strength Of The BusinessBic Camera Inc.'s ( TSE:3048 ) strong earnings report was rewarded with a positive stock price move. We did some...Reported Earnings • Oct 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥81.25 (up from JP¥17.15 in FY 2023). Revenue: JP¥922.6b (up 13% from FY 2023). Net income: JP¥13.9b (up 374% from FY 2023). Profit margin: 1.5% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 11Bic Camera Inc., Annual General Meeting, Nov 21, 2024Bic Camera Inc., Annual General Meeting, Nov 21, 2024.分析記事 • Sep 27Does Bic Camera (TSE:3048) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 09Bic Camera Inc.'s (TSE:3048) P/E Is On The MarkWith a price-to-earnings (or "P/E") ratio of 30.2x Bic Camera Inc. ( TSE:3048 ) may be sending very bearish signals at...分析記事 • Aug 24Bic Camera's (TSE:3048) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Bic Camera Inc. ( TSE:3048 ) has announced that it will be paying its dividend of ¥15.00 on the 25th of...Upcoming Dividend • Aug 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).Price Target Changed • Aug 20Price target increased by 8.6% to JP¥1,477Up from JP¥1,360, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥1,699. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥59.95 for next year compared to JP¥17.15 last year.Major Estimate Revision • Aug 20Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥905.9b to JP¥917.1b. EPS estimate increased from JP¥49.40 to JP¥59.95 per share. Net income forecast to grow 27% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,360 to JP¥1,477. Share price rose 6.1% to JP¥1,699 over the past week.分析記事 • Aug 10Bic Camera (TSE:3048) Is Paying Out A Larger Dividend Than Last YearBic Camera Inc.'s ( TSE:3048 ) dividend will be increasing from last year's payment of the same period to ¥15.00 on...お知らせ • Aug 09Bic Camera Inc. to Report Fiscal Year 2024 Results on Oct 11, 2024Bic Camera Inc. announced that they will report fiscal year 2024 results at 12:00 PM, Tokyo Standard Time on Oct 11, 2024Buy Or Sell Opportunity • Jul 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥1,770. The fair value is estimated to be JP¥1,456, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Jul 15Third quarter 2024 earnings released: EPS: JP¥29.21 (vs JP¥2.41 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.21 (up from JP¥2.41 in 3Q 2023). Revenue: JP¥240.2b (up 17% from 3Q 2023). Net income: JP¥5.00b (up JP¥4.59b from 3Q 2023). Profit margin: 2.1% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Major Estimate Revision • Jul 13Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥904.2b to JP¥914.4b. EPS estimate increased from JP¥48.51 to JP¥56.20 per share. Net income forecast to grow 129% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,323 to JP¥1,360. Share price rose 6.0% to JP¥1,578 over the past week.分析記事 • Jul 12Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) will increase its dividend from last year's comparable payment on the 25th of November to...お知らせ • Jul 12+ 1 more updateBic Camera Inc. Announces Cash Dividend for the Second Quarter-End of Fiscal Year ending August 31, 2024 and Revises Cash Dividend Guidance Fiscal Year Ending August 31, 2024Bic Camera Inc. expects to pay cash dividend of JPY 9.00 per share for the second quarter-end of fiscal year ending August 31, 2024 compared to JPY 5.00 per share paid a year ago. For the fiscal year ending August 31, 2024, the company now expects to pay year-end cash dividend of JPY 15.00 per share compared to JPY 10.00 per share paid a year ago.分析記事 • Jun 26We Think Bic Camera (TSE:3048) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Jun 21Price target increased by 7.0% to JP¥1,323Up from JP¥1,237, the current price target is an average from 3 analysts. New target price is 12% below last closing price of JP¥1,509. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥48.51 for next year compared to JP¥17.15 last year.分析記事 • May 21Bic Camera (TSE:3048) Is Paying Out A Larger Dividend Than Last YearThe board of Bic Camera Inc. ( TSE:3048 ) has announced that it will be paying its dividend of ¥12.00 on the 25th of...お知らせ • May 20Bic Camera Inc. to Report Q3, 2024 Results on Jul 12, 2024Bic Camera Inc. announced that they will report Q3, 2024 results on Jul 12, 2024分析記事 • Apr 29Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) has announced that it will be increasing its dividend from last year's comparable payment...分析記事 • Apr 19Investors Can Find Comfort In Bic Camera's (TSE:3048) Earnings QualityBic Camera Inc.'s ( TSE:3048 ) stock was strong despite it releasing a soft earnings report last week. We think that...分析記事 • Apr 16Earnings Tell The Story For Bic Camera Inc. (TSE:3048) As Its Stock Soars 28%The Bic Camera Inc. ( TSE:3048 ) share price has done very well over the last month, posting an excellent gain of 28...分析記事 • Apr 15Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) will increase its dividend from last year's comparable payment on the 25th of November to...Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥24.78 (vs JP¥20.80 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.78 (up from JP¥20.80 in 2Q 2023). Revenue: JP¥237.0b (up 10.0% from 2Q 2023). Net income: JP¥4.24b (up 19% from 2Q 2023). Profit margin: 1.8% (in line with 2Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • Feb 27Bic Camera (TSE:3048) Will Pay A Dividend Of ¥9.00Bic Camera Inc.'s ( TSE:3048 ) investors are due to receive a payment of ¥9.00 per share on 20th of May. The payment...Upcoming Dividend • Feb 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).お知らせ • Feb 11Bic Camera Inc. to Report Q2, 2024 Results on Apr 12, 2024Bic Camera Inc. announced that they will report Q2, 2024 results on Apr 12, 2024Reported Earnings • Jan 14First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥7.67 (up from JP¥3.77 in 1Q 2023). Revenue: JP¥210.5b (up 9.5% from 1Q 2023). Net income: JP¥1.31b (up 103% from 1Q 2023). Profit margin: 0.6% (up from 0.3% in 1Q 2023). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 156%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% 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 • Jan 12+ 2 more updatesBic Camera Inc. Provides Dividend Guidance for the Second Quarter Ending February 29, 2024Bic Camera Inc. provided dividend guidance for the second quarter ending February 29, 2024. For the second quarter, the company expects to pay dividend of JPY 9.00 against JPY 5.00 a year ago.Price Target Changed • Dec 23Price target increased by 12% to JP¥1,203Up from JP¥1,075, the current price target is an average from 4 analysts. New target price is 8.8% below last closing price of JP¥1,319. Stock is up 5.8% over the past year. The company is forecast to post earnings per share of JP¥46.14 for next year compared to JP¥17.15 last year.お知らせ • Nov 17Bic Camera Inc. to Report Q1, 2024 Results on Jan 12, 2024Bic Camera Inc. announced that they will report Q1, 2024 results on Jan 12, 2024お知らせ • Oct 13Bic Camera Inc., Annual General Meeting, Nov 22, 2023Bic Camera Inc., Annual General Meeting, Nov 22, 2023.Reported Earnings • Oct 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥17.15 (down from JP¥33.21 in FY 2022). Revenue: JP¥815.6b (up 2.9% from FY 2022). Net income: JP¥2.94b (down 49% from FY 2022). Profit margin: 0.4% (down from 0.7% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Oct 11Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥34.77 to JP¥24.75 per share. Revenue forecast steady at JP¥812.7b. Net income forecast to grow 257% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target broadly unchanged at JP¥1,058. Share price was steady at JP¥1,107 over the past week.Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 20 November 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.4%).お知らせ • Aug 10Bic Camera Inc. to Report Fiscal Year 2023 Results on Oct 11, 2023Bic Camera Inc. announced that they will report fiscal year 2023 results on Oct 11, 2023Price Target Changed • Jul 26Price target decreased by 8.8% to JP¥1,068Down from JP¥1,170, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,063. Stock is down 7.8% over the past year. The company is forecast to post earnings per share of JP¥39.86 for next year compared to JP¥33.21 last year.Major Estimate Revision • Jul 21Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥50.68 to JP¥41.32 per share. Revenue forecast steady at JP¥818.0b. Net income forecast to grow 305% next year vs 11% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,170 to JP¥1,135. Share price was steady at JP¥1,068 over the past week.Reported Earnings • Jul 16Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥2.41 (down from JP¥19.73 in 3Q 2022). Revenue: JP¥204.8b (flat on 3Q 2022). Net income: JP¥412.0m (down 88% from 3Q 2022). Profit margin: 0.2% (down from 1.7% in 3Q 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 85%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • May 17Bic Camera Inc. to Report Q3, 2023 Results on Jul 11, 2023Bic Camera Inc. announced that they will report Q3, 2023 results on Jul 11, 2023Reported Earnings • Apr 13Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥20.80. Revenue: JP¥215.5b (up 1.0% from 2Q 2022). Net income: JP¥3.56b (flat on 2Q 2022). Profit margin: 1.7% (in line with 2Q 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 34%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Japan.Upcoming Dividend • Feb 20Upcoming dividend of JP¥5.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).お知らせ • Feb 19Bic Camera Inc. to Report Q2, 2023 Results on Apr 11, 2023Bic Camera Inc. announced that they will report Q2, 2023 results on Apr 11, 2023Reported Earnings • Jan 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥3.77 (down from JP¥6.87 in 1Q 2022). Revenue: JP¥192.2b (up 7.4% from 1Q 2022). Net income: JP¥645.0m (down 47% from 1Q 2022). Profit margin: 0.3% (down from 0.7% in 1Q 2022). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jan 11+ 1 more updateBic Camera Inc. Provides Consolidated Earnings Guidance for the Six Months Ended February 28, 2023 and Year Ending August 31, 2023Bic Camera Inc. provided consolidated earnings guidance for the six months ended February 28, 2023 and year ending August 31, 2023. For the year six months, the company expected net sales of JPY 407,000 million, operating profit of JPY 6,900 million, ordinary profit of JPY 8,000 million, profit attributable to owners of parent of JPY 2,800 million or EPS to be JPY 16.36. For the year ending August 31, 2023, the company expected net sales of JPY 823,500 million, operating profit of JPY 17,300 million, ordinary profit of JPY 19,300 million, profit attributable to owners of parent of JPY 7,800 million or EPS to be JPY 45.57.お知らせ • Nov 19Bic Camera Inc. to Report Q1, 2023 Results on Jan 11, 2023Bic Camera Inc. announced that they will report Q1, 2023 results on Jan 11, 2023Reported Earnings • Oct 13Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥33.21 (down from JP¥49.80 in FY 2021). Revenue: JP¥792.4b (down 5.0% from FY 2021). Net income: JP¥5.77b (down 34% from FY 2021). Profit margin: 0.7% (down from 1.1% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Price Target Changed • Sep 20Price target increased to JP¥1,193Up from JP¥1,095, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,188. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥56.60 for next year compared to JP¥49.80 last year.収支内訳Bic Camera 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:3048 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費28 Feb 261,003,41019,568224,018030 Nov 25989,00119,141232,222031 Aug 25974,48317,476219,501031 May 25964,79618,491217,640028 Feb 25954,55017,360214,490030 Nov 24936,25015,401211,105031 Aug 24922,57213,908208,274031 May 24890,7538,873203,240029 Feb 24855,4314,285199,041030 Nov 23833,8913,603195,446031 Aug 23815,5602,936193,441031 May 23808,3442,222192,314028 Feb 23807,6615,200190,444030 Nov 22805,5545,201188,915031 Aug 22792,3685,765185,601031 May 22794,1358,141190,056028 Feb 22805,2097,849197,129030 Nov 21812,4827,858203,766031 Aug 21834,0608,761210,384031 May 21863,17610,353213,431028 Feb 21832,5286,278207,627030 Nov 20832,0484,713208,196031 Aug 20847,9055,450210,087031 May 20845,2416,070211,040029 Feb 20888,71210,590216,331030 Nov 19913,33114,946216,234031 Aug 19894,02114,047212,779031 May 19880,19914,709210,361028 Feb 19870,86316,732207,359030 Nov 18852,59317,075203,973031 Aug 18844,02917,122202,110031 May 18837,00117,020200,562028 Feb 18820,16415,792197,356030 Nov 17799,89513,982194,253031 Aug 17790,63913,505191,051031 May 17779,37512,548187,420028 Feb 17770,13811,080184,836030 Nov 16777,97311,440184,027031 Aug 16779,08111,985182,891031 May 16786,5359,468182,099029 Feb 16796,3629,252184,029030 Nov 15792,3357,477183,561031 Aug 15795,3686,804184,025031 May 15789,9396,805184,1580質の高い収益: 3048は 高品質の収益 を持っています。利益率の向上: 3048の現在の純利益率 (2%)は、昨年(1.8%)よりも高くなっています。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: 3048の収益は過去 5 年間で年間25.8%増加しました。成長の加速: 3048の過去 1 年間の収益成長率 ( 12.7% ) は、5 年間の平均 ( 年間25.8%を下回っています。収益対業界: 3048の過去 1 年間の収益成長率 ( 12.7% ) はSpecialty Retail業界6.7%を上回りました。株主資本利益率高いROE: 3048の 自己資本利益率 ( 10.2% ) 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2026/05/22 14:30終値2026/05/22 00:00収益2026/02/28年間収益2025/08/31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本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Bic Camera Inc. 3 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。11 アナリスト機関Mayumi OginoCitigroup IncJun KawaharaDaiwa Securities Co. Ltd.Ai FurukawaMorgan Stanley8 その他のアナリストを表示
お知らせ • May 11Bic Camera Inc. to Report Q3, 2026 Results on Jul 14, 2026Bic Camera Inc. announced that they will report Q3, 2026 results on Jul 14, 2026
Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥38.70 (vs JP¥36.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.70 (up from JP¥36.21 in 2Q 2025). Revenue: JP¥269.7b (up 5.6% from 2Q 2025). Net income: JP¥6.63b (up 6.9% from 2Q 2025). Profit margin: 2.5% (up from 2.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 03Bic Camera Inc. to Report Q2, 2026 Results on Apr 10, 2026Bic Camera Inc. announced that they will report Q2, 2026 results on Apr 10, 2026
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.11 (vs JP¥16.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.11 (up from JP¥16.39 in 1Q 2025). Revenue: JP¥238.7b (up 6.5% from 1Q 2025). Net income: JP¥4.47b (up 59% from 1Q 2025). Profit margin: 1.9% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 07Bic Camera Inc. to Report Q1, 2026 Results on Jan 14, 2026Bic Camera Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
Reported Earnings • Oct 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥81.25 in FY 2024). Revenue: JP¥974.5b (up 5.6% from FY 2024). Net income: JP¥17.5b (up 26% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 19First half dividend of JP¥23.00 announcedDividend of JP¥23.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 24th November 2026 Dividend yield will be 2.4%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 11Bic Camera Inc. to Report Q3, 2026 Results on Jul 14, 2026Bic Camera Inc. announced that they will report Q3, 2026 results on Jul 14, 2026
Reported Earnings • Apr 11Second quarter 2026 earnings released: EPS: JP¥38.70 (vs JP¥36.21 in 2Q 2025)Second quarter 2026 results: EPS: JP¥38.70 (up from JP¥36.21 in 2Q 2025). Revenue: JP¥269.7b (up 5.6% from 2Q 2025). Net income: JP¥6.63b (up 6.9% from 2Q 2025). Profit margin: 2.5% (up from 2.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 10Now 22% undervaluedOver the last 90 days, the stock has risen 3.7% to JP¥1,768. The fair value is estimated to be JP¥2,262, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.
お知らせ • Apr 03Bic Camera Inc. to Report Q2, 2026 Results on Apr 10, 2026Bic Camera Inc. announced that they will report Q2, 2026 results on Apr 10, 2026
Buy Or Sell Opportunity • Mar 03Now 21% undervaluedOver the last 90 days, the stock has risen 12% to JP¥1,736. The fair value is estimated to be JP¥2,202, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 3.6% per annum over the same time period.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 15First quarter 2026 earnings released: EPS: JP¥26.11 (vs JP¥16.39 in 1Q 2025)First quarter 2026 results: EPS: JP¥26.11 (up from JP¥16.39 in 1Q 2025). Revenue: JP¥238.7b (up 6.5% from 1Q 2025). Net income: JP¥4.47b (up 59% from 1Q 2025). Profit margin: 1.9% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 25Bic Camera (TSE:3048) Is Looking To Continue Growing Its Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Dec 11Bic Camera (TSE:3048) Is Due To Pay A Dividend Of ¥20.00Bic Camera Inc.'s ( TSE:3048 ) investors are due to receive a payment of ¥20.00 per share on 19th of May. This will...
Declared Dividend • Dec 11Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 11% higher than last year. Ex-date: 26th February 2026 Payment date: 19th May 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 07Bic Camera Inc. to Report Q1, 2026 Results on Jan 14, 2026Bic Camera Inc. announced that they will report Q1, 2026 results on Jan 14, 2026
Reported Earnings • Oct 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥102 (up from JP¥81.25 in FY 2024). Revenue: JP¥974.5b (up 5.6% from FY 2024). Net income: JP¥17.5b (up 26% from FY 2024). Profit margin: 1.8% (up from 1.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 10+ 3 more updatesBic Camera Inc., Annual General Meeting, Nov 20, 2025Bic Camera Inc., Annual General Meeting, Nov 20, 2025.
分析記事 • Oct 01Pinning Down Bic Camera Inc.'s (TSE:3048) P/E Is Difficult Right NowThere wouldn't be many who think Bic Camera Inc.'s ( TSE:3048 ) price-to-earnings (or "P/E") ratio of 14.7x is worth a...
分析記事 • Sep 06Bic Camera's (TSE:3048) Returns On Capital Are Heading HigherThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Upcoming Dividend • Aug 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Aug 09Bic Camera Inc. to Report Fiscal Year 2025 Results on Oct 10, 2025Bic Camera Inc. announced that they will report fiscal year 2025 results on Oct 10, 2025
分析記事 • Jul 28Is Bic Camera (TSE:3048) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Jul 13Third quarter 2025 earnings released: EPS: JP¥35.81 (vs JP¥29.21 in 3Q 2024)Third quarter 2025 results: EPS: JP¥35.81 (up from JP¥29.21 in 3Q 2024). Revenue: JP¥250.4b (up 4.3% from 3Q 2024). Net income: JP¥6.13b (up 23% from 3Q 2024). Profit margin: 2.4% (up from 2.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 08Is Bic Camera Inc. (TSE:3048) Trading At A 33% Discount?Key Insights Bic Camera's estimated fair value is JP¥2,528 based on 2 Stage Free Cash Flow to Equity Bic Camera's...
分析記事 • Jun 20Bic Camera Inc.'s (TSE:3048) Share Price Not Quite Adding UpWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Bic...
Declared Dividend • May 20First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 28th August 2025 Payment date: 25th November 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 09Bic Camera Inc. to Report Q3, 2025 Results on Jul 11, 2025Bic Camera Inc. announced that they will report Q3, 2025 results on Jul 11, 2025
分析記事 • Apr 28Bic Camera (TSE:3048) Is Doing The Right Things To Multiply Its Share PriceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Apr 12Second quarter 2025 earnings released: EPS: JP¥36.21 (vs JP¥24.78 in 2Q 2024)Second quarter 2025 results: EPS: JP¥36.21 (up from JP¥24.78 in 2Q 2024). Revenue: JP¥255.3b (up 7.7% from 2Q 2024). Net income: JP¥6.20b (up 46% from 2Q 2024). Profit margin: 2.4% (up from 1.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 11+ 2 more updatesBic Camera Inc. Revises Consolidated Earnings Guidance for Full Fiscal Year Ending August 31, 2025Bic Camera Inc. revised consolidated earnings guidance for full fiscal year ending August 31, 2025. For the full fiscal, the company expects net sales of JPY 968,000 million, operating profit of JPY 31,000 million, profit attributable to owners of parent of JPY 17,000 million or JPY 99.29 per share against previously forecasted of net sales of 952,000 million, operating profit of JPY 26,500 million, profit attributable to owners of parent of JPY 15,200 million or JPY 88.79 per share. Reason for the difference and revision: For the first six months of the current fiscal year, net sales exceeded initial forecasts, mainly due to the strong performance of the mobile phone sales agency business. On the profit side, in addition to the aforementioned increase in earnings, efforts to control overall SG&A expenses resulted in all profits exceeding initial forecasts. For the full-year consolidated earnings forecasts for the year ending August 31, 2025, the company have revised upward the previously announced forecasts for net sales and each profit, taking into account the factors for the first six months of the current fiscal year.
分析記事 • Mar 27Here's Why We Think Bic Camera (TSE:3048) Is Well Worth WatchingFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Mar 13We Think Bic Camera (TSE:3048) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 20Bic Camera (TSE:3048) Is Due To Pay A Dividend Of ¥16.00The board of Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of...
お知らせ • Feb 20Bic Camera Inc. to Report Q2, 2025 Results on Apr 11, 2025Bic Camera Inc. announced that they will report Q2, 2025 results on Apr 11, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 19 May 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Major Estimate Revision • Feb 06Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥76.04 to JP¥88.93. Revenue forecast steady at JP¥946.3b. Net income forecast to grow 0.4% next year vs 14% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,490 to JP¥1,700. Share price was steady at JP¥1,684 over the past week.
Price Target Changed • Feb 05Price target increased by 15% to JP¥1,700Up from JP¥1,477, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,634. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥88.93 for next year compared to JP¥81.25 last year.
分析記事 • Jan 17Bic Camera (TSE:3048) Has Announced A Dividend Of ¥16.00The board of Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend on the 19th of May, with investors...
Reported Earnings • Jan 15First quarter 2025 earnings released: EPS: JP¥16.39 (vs JP¥7.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥16.39 (up from JP¥7.67 in 1Q 2024). Revenue: JP¥224.2b (up 6.5% from 1Q 2024). Net income: JP¥2.81b (up 114% from 1Q 2024). Profit margin: 1.3% (up from 0.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.
分析記事 • Jan 03Bic Camera's (TSE:3048) Dividend Will Be ¥16.00Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of May. This...
分析記事 • Dec 19Bic Camera's (TSE:3048) Dividend Will Be ¥16.00Bic Camera Inc. ( TSE:3048 ) has announced that it will pay a dividend of ¥16.00 per share on the 19th of May. This...
Declared Dividend • Dec 19Final dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th February 2025 Payment date: 19th May 2025 Dividend yield will be 2.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 22Bic Camera Inc. to Report Q1, 2025 Results on Jan 14, 2025Bic Camera Inc. announced that they will report Q1, 2025 results on Jan 14, 2025
分析記事 • Nov 18Estimating The Fair Value Of Bic Camera Inc. (TSE:3048)Key Insights The projected fair value for Bic Camera is JP¥1,875 based on 2 Stage Free Cash Flow to Equity Current...
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks 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 (6.2% average weekly change).
分析記事 • Oct 20The Strong Earnings Posted By Bic Camera (TSE:3048) Are A Good Indication Of The Strength Of The BusinessBic Camera Inc.'s ( TSE:3048 ) strong earnings report was rewarded with a positive stock price move. We did some...
Reported Earnings • Oct 17Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥81.25 (up from JP¥17.15 in FY 2023). Revenue: JP¥922.6b (up 13% from FY 2023). Net income: JP¥13.9b (up 374% from FY 2023). Profit margin: 1.5% (up from 0.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 11Bic Camera Inc., Annual General Meeting, Nov 21, 2024Bic Camera Inc., Annual General Meeting, Nov 21, 2024.
分析記事 • Sep 27Does Bic Camera (TSE:3048) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 09Bic Camera Inc.'s (TSE:3048) P/E Is On The MarkWith a price-to-earnings (or "P/E") ratio of 30.2x Bic Camera Inc. ( TSE:3048 ) may be sending very bearish signals at...
分析記事 • Aug 24Bic Camera's (TSE:3048) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Bic Camera Inc. ( TSE:3048 ) has announced that it will be paying its dividend of ¥15.00 on the 25th of...
Upcoming Dividend • Aug 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 25 November 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.5%).
Price Target Changed • Aug 20Price target increased by 8.6% to JP¥1,477Up from JP¥1,360, the current price target is an average from 3 analysts. New target price is 13% below last closing price of JP¥1,699. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥59.95 for next year compared to JP¥17.15 last year.
Major Estimate Revision • Aug 20Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥905.9b to JP¥917.1b. EPS estimate increased from JP¥49.40 to JP¥59.95 per share. Net income forecast to grow 27% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,360 to JP¥1,477. Share price rose 6.1% to JP¥1,699 over the past week.
分析記事 • Aug 10Bic Camera (TSE:3048) Is Paying Out A Larger Dividend Than Last YearBic Camera Inc.'s ( TSE:3048 ) dividend will be increasing from last year's payment of the same period to ¥15.00 on...
お知らせ • Aug 09Bic Camera Inc. to Report Fiscal Year 2024 Results on Oct 11, 2024Bic Camera Inc. announced that they will report fiscal year 2024 results at 12:00 PM, Tokyo Standard Time on Oct 11, 2024
Buy Or Sell Opportunity • Jul 22Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to JP¥1,770. The fair value is estimated to be JP¥1,456, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Jul 15Third quarter 2024 earnings released: EPS: JP¥29.21 (vs JP¥2.41 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.21 (up from JP¥2.41 in 3Q 2023). Revenue: JP¥240.2b (up 17% from 3Q 2023). Net income: JP¥5.00b (up JP¥4.59b from 3Q 2023). Profit margin: 2.1% (up from 0.2% in 3Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Major Estimate Revision • Jul 13Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥904.2b to JP¥914.4b. EPS estimate increased from JP¥48.51 to JP¥56.20 per share. Net income forecast to grow 129% next year vs 12% growth forecast for Specialty Retail industry in Japan. Consensus price target up from JP¥1,323 to JP¥1,360. Share price rose 6.0% to JP¥1,578 over the past week.
分析記事 • Jul 12Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) will increase its dividend from last year's comparable payment on the 25th of November to...
お知らせ • Jul 12+ 1 more updateBic Camera Inc. Announces Cash Dividend for the Second Quarter-End of Fiscal Year ending August 31, 2024 and Revises Cash Dividend Guidance Fiscal Year Ending August 31, 2024Bic Camera Inc. expects to pay cash dividend of JPY 9.00 per share for the second quarter-end of fiscal year ending August 31, 2024 compared to JPY 5.00 per share paid a year ago. For the fiscal year ending August 31, 2024, the company now expects to pay year-end cash dividend of JPY 15.00 per share compared to JPY 10.00 per share paid a year ago.
分析記事 • Jun 26We Think Bic Camera (TSE:3048) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Jun 21Price target increased by 7.0% to JP¥1,323Up from JP¥1,237, the current price target is an average from 3 analysts. New target price is 12% below last closing price of JP¥1,509. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥48.51 for next year compared to JP¥17.15 last year.
分析記事 • May 21Bic Camera (TSE:3048) Is Paying Out A Larger Dividend Than Last YearThe board of Bic Camera Inc. ( TSE:3048 ) has announced that it will be paying its dividend of ¥12.00 on the 25th of...
お知らせ • May 20Bic Camera Inc. to Report Q3, 2024 Results on Jul 12, 2024Bic Camera Inc. announced that they will report Q3, 2024 results on Jul 12, 2024
分析記事 • Apr 29Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 • Apr 19Investors Can Find Comfort In Bic Camera's (TSE:3048) Earnings QualityBic Camera Inc.'s ( TSE:3048 ) stock was strong despite it releasing a soft earnings report last week. We think that...
分析記事 • Apr 16Earnings Tell The Story For Bic Camera Inc. (TSE:3048) As Its Stock Soars 28%The Bic Camera Inc. ( TSE:3048 ) share price has done very well over the last month, posting an excellent gain of 28...
分析記事 • Apr 15Bic Camera's (TSE:3048) Shareholders Will Receive A Bigger Dividend Than Last YearBic Camera Inc. ( TSE:3048 ) will increase its dividend from last year's comparable payment on the 25th of November to...
Reported Earnings • Apr 14Second quarter 2024 earnings released: EPS: JP¥24.78 (vs JP¥20.80 in 2Q 2023)Second quarter 2024 results: EPS: JP¥24.78 (up from JP¥20.80 in 2Q 2023). Revenue: JP¥237.0b (up 10.0% from 2Q 2023). Net income: JP¥4.24b (up 19% from 2Q 2023). Profit margin: 1.8% (in line with 2Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • Feb 27Bic Camera (TSE:3048) Will Pay A Dividend Of ¥9.00Bic Camera Inc.'s ( TSE:3048 ) investors are due to receive a payment of ¥9.00 per share on 20th of May. The payment...
Upcoming Dividend • Feb 21Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 20 May 2024. Payout ratio is a comfortable 71% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (1.4%).
お知らせ • Feb 11Bic Camera Inc. to Report Q2, 2024 Results on Apr 12, 2024Bic Camera Inc. announced that they will report Q2, 2024 results on Apr 12, 2024
Reported Earnings • Jan 14First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥7.67 (up from JP¥3.77 in 1Q 2023). Revenue: JP¥210.5b (up 9.5% from 1Q 2023). Net income: JP¥1.31b (up 103% from 1Q 2023). Profit margin: 0.6% (up from 0.3% in 1Q 2023). Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 156%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% 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 • Jan 12+ 2 more updatesBic Camera Inc. Provides Dividend Guidance for the Second Quarter Ending February 29, 2024Bic Camera Inc. provided dividend guidance for the second quarter ending February 29, 2024. For the second quarter, the company expects to pay dividend of JPY 9.00 against JPY 5.00 a year ago.
Price Target Changed • Dec 23Price target increased by 12% to JP¥1,203Up from JP¥1,075, the current price target is an average from 4 analysts. New target price is 8.8% below last closing price of JP¥1,319. Stock is up 5.8% over the past year. The company is forecast to post earnings per share of JP¥46.14 for next year compared to JP¥17.15 last year.
お知らせ • Nov 17Bic Camera Inc. to Report Q1, 2024 Results on Jan 12, 2024Bic Camera Inc. announced that they will report Q1, 2024 results on Jan 12, 2024
お知らせ • Oct 13Bic Camera Inc., Annual General Meeting, Nov 22, 2023Bic Camera Inc., Annual General Meeting, Nov 22, 2023.
Reported Earnings • Oct 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥17.15 (down from JP¥33.21 in FY 2022). Revenue: JP¥815.6b (up 2.9% from FY 2022). Net income: JP¥2.94b (down 49% from FY 2022). Profit margin: 0.4% (down from 0.7% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Oct 11Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥34.77 to JP¥24.75 per share. Revenue forecast steady at JP¥812.7b. Net income forecast to grow 257% next year vs 13% growth forecast for Specialty Retail industry in Japan. Consensus price target broadly unchanged at JP¥1,058. Share price was steady at JP¥1,107 over the past week.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥10.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 20 November 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (1.4%).
お知らせ • Aug 10Bic Camera Inc. to Report Fiscal Year 2023 Results on Oct 11, 2023Bic Camera Inc. announced that they will report fiscal year 2023 results on Oct 11, 2023
Price Target Changed • Jul 26Price target decreased by 8.8% to JP¥1,068Down from JP¥1,170, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥1,063. Stock is down 7.8% over the past year. The company is forecast to post earnings per share of JP¥39.86 for next year compared to JP¥33.21 last year.
Major Estimate Revision • Jul 21Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥50.68 to JP¥41.32 per share. Revenue forecast steady at JP¥818.0b. Net income forecast to grow 305% next year vs 11% growth forecast for Specialty Retail industry in Japan. Consensus price target down from JP¥1,170 to JP¥1,135. Share price was steady at JP¥1,068 over the past week.
Reported Earnings • Jul 16Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥2.41 (down from JP¥19.73 in 3Q 2022). Revenue: JP¥204.8b (flat on 3Q 2022). Net income: JP¥412.0m (down 88% from 3Q 2022). Profit margin: 0.2% (down from 1.7% in 3Q 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 85%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • May 17Bic Camera Inc. to Report Q3, 2023 Results on Jul 11, 2023Bic Camera Inc. announced that they will report Q3, 2023 results on Jul 11, 2023
Reported Earnings • Apr 13Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥20.80. Revenue: JP¥215.5b (up 1.0% from 2Q 2022). Net income: JP¥3.56b (flat on 2Q 2022). Profit margin: 1.7% (in line with 2Q 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 34%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Japan.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥5.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 19 May 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%).
お知らせ • Feb 19Bic Camera Inc. to Report Q2, 2023 Results on Apr 11, 2023Bic Camera Inc. announced that they will report Q2, 2023 results on Apr 11, 2023
Reported Earnings • Jan 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥3.77 (down from JP¥6.87 in 1Q 2022). Revenue: JP¥192.2b (up 7.4% from 1Q 2022). Net income: JP¥645.0m (down 47% from 1Q 2022). Profit margin: 0.3% (down from 0.7% in 1Q 2022). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 11+ 1 more updateBic Camera Inc. Provides Consolidated Earnings Guidance for the Six Months Ended February 28, 2023 and Year Ending August 31, 2023Bic Camera Inc. provided consolidated earnings guidance for the six months ended February 28, 2023 and year ending August 31, 2023. For the year six months, the company expected net sales of JPY 407,000 million, operating profit of JPY 6,900 million, ordinary profit of JPY 8,000 million, profit attributable to owners of parent of JPY 2,800 million or EPS to be JPY 16.36. For the year ending August 31, 2023, the company expected net sales of JPY 823,500 million, operating profit of JPY 17,300 million, ordinary profit of JPY 19,300 million, profit attributable to owners of parent of JPY 7,800 million or EPS to be JPY 45.57.
お知らせ • Nov 19Bic Camera Inc. to Report Q1, 2023 Results on Jan 11, 2023Bic Camera Inc. announced that they will report Q1, 2023 results on Jan 11, 2023
Reported Earnings • Oct 13Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥33.21 (down from JP¥49.80 in FY 2021). Revenue: JP¥792.4b (down 5.0% from FY 2021). Net income: JP¥5.77b (down 34% from FY 2021). Profit margin: 0.7% (down from 1.1% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 43%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Price Target Changed • Sep 20Price target increased to JP¥1,193Up from JP¥1,095, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,188. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥56.60 for next year compared to JP¥49.80 last year.