View ValuationJ. Front Retailing 将来の成長Future 基準チェック /16J. Front Retailing利益と収益がそれぞれ年間6.6%と2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.8% 7.3%なると予測されています。主要情報6.6%収益成長率7.26%EPS成長率Multiline Retail 収益成長19.0%収益成長率2.0%将来の株主資本利益率7.81%アナリストカバレッジLow最終更新日11 May 2026今後の成長に関する最新情報分析記事 • Apr 16J. Front Retailing Co., Ltd. (TSE:3086) Yearly Results: Here's What Analysts Are Forecasting For This YearShareholders might have noticed that J. Front Retailing Co., Ltd. ( TSE:3086 ) filed its full-year result this time...分析記事 • Oct 16J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders might have noticed that J. Front Retailing Co., Ltd. ( TSE:3086 ) filed its interim result this time last...お知らせ • Oct 15+ 1 more updateJ. Front Retailing Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026J. Front Retailing Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects sales revenue to be JPY 452,000 million. Operating profit to be JPY 44,000 million. Profit attributable to owners of parent to be JPY 26,000 million. Basic earnings per share to be JPY 103.13 against previous guidance of sales revenue of JPY 459,000 million. Operating profit of JPY 50,000 million. Profit attributable to owners of parent of JPY 30,000 million. Basic earnings per share of JPY 120.93.分析記事 • Jul 02J. Front Retailing Co., Ltd. Just Recorded A 94% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, J. Front Retailing Co., Ltd. ( TSE:3086 ) came out with a strong set of first-quarter numbers that could...分析記事 • Apr 16J. Front Retailing Co., Ltd. Just Beat EPS By 11%: Here's What Analysts Think Will Happen NextInvestors in J. Front Retailing Co., Ltd. ( TSE:3086 ) had a good week, as its shares rose 3.0% to close at JP¥1,739...分析記事 • Oct 10Earnings Beat: J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsThe interim results for J. Front Retailing Co., Ltd. ( TSE:3086 ) were released last week, making it a good time to...すべての更新を表示Recent updatesお知らせ • May 09J. Front Retailing Co., Ltd. to Report Q1, 2027 Results on Jun 30, 2026J. Front Retailing Co., Ltd. announced that they will report Q1, 2027 results on Jun 30, 2026分析記事 • Apr 16J. Front Retailing Co., Ltd. (TSE:3086) Yearly Results: Here's What Analysts Are Forecasting For This YearShareholders might have noticed that J. Front Retailing Co., Ltd. ( TSE:3086 ) filed its full-year result this time...お知らせ • Apr 16+ 1 more updateJ. Front Retailing Co., Ltd. (TSE:3086) announces an Equity Buyback for 5,000,000 shares, representing 2% for ¥10,000 million.J. Front Retailing Co., Ltd. (TSE:3086) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2% of its issued share capital (excluding treasury stock), for ¥10,000 million. The purpose of the program is to improving long-term capital profitability by "achieving profitable growth" and "optimizing equity capital and strengthening shareholder returns. The program will run until June 26, 2026. As of February 28, 2026, the company had 250,249,421 shares in issue (excluding treasury stock) and 20,316,343 shares in treasury.Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥113 (down from JP¥160 in FY 2025). Revenue: JP¥445.1b (flat on FY 2025). Net income: JP¥28.3b (down 32% from FY 2025). Profit margin: 6.4% (down from 9.4% in FY 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 3.1%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year.お知らせ • Apr 14J. Front Retailing Co., Ltd., Annual General Meeting, May 28, 2026J. Front Retailing Co., Ltd., Annual General Meeting, May 28, 2026.お知らせ • Apr 03J. Front Retailing Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026J. Front Retailing Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026新しいナラティブ • Mar 23Inbound Luxury Reliance And Costly Renovations Will Pressure This Retail GroupCatalysts About J. Front Retailing J.新しいナラティブ • Mar 09Content Ownership, Refurbishments And Customer Data Will Shape A Stronger Long Term OutlookCatalysts About J. Front Retailing J.Upcoming Dividend • Feb 19Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).分析記事 • Feb 12J. Front Retailing (TSE:3086) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,624, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Multiline Retail industry in Japan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,458 per share.Reported Earnings • Dec 27Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥25.43 (down from JP¥30.96 in 3Q 2025). Revenue: JP¥108.2b (up 1.5% from 3Q 2025). Net income: JP¥6.33b (down 20% from 3Q 2025). Profit margin: 5.9% (down from 7.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 14J. Front Retailing Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025J. Front Retailing Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025Declared Dividend • Nov 13First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 26th February 2026 Payment date: 8th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 28J. Front Retailing's (TSE:3086) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from J. Front Retailing Co., Ltd. ( TSE:3086 ) recently. We did some...分析記事 • Oct 16J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders might have noticed that J. Front Retailing Co., Ltd. ( TSE:3086 ) filed its interim result this time last...分析記事 • Oct 15Getting In Cheap On J. Front Retailing Co., Ltd. (TSE:3086) Is UnlikelyWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider J...お知らせ • Oct 15+ 1 more updateJ. Front Retailing Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026J. Front Retailing Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects sales revenue to be JPY 452,000 million. Operating profit to be JPY 44,000 million. Profit attributable to owners of parent to be JPY 26,000 million. Basic earnings per share to be JPY 103.13 against previous guidance of sales revenue of JPY 459,000 million. Operating profit of JPY 50,000 million. Profit attributable to owners of parent of JPY 30,000 million. Basic earnings per share of JPY 120.93.Reported Earnings • Oct 15Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥31.48 (down from JP¥68.98 in 2Q 2025). Revenue: JP¥109.1b (up 1.1% from 2Q 2025). Net income: JP¥7.87b (down 56% from 2Q 2025). Profit margin: 7.2% (down from 17% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 November 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).分析記事 • Jul 31J. Front Retailing's (TSE:3086) Dividend Will Be ¥27.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend on the 12th of...お知らせ • Jul 29J. Front Retailing Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025J. Front Retailing Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025分析記事 • Jul 17J. Front Retailing (TSE:3086) Has Announced A Dividend Of ¥27.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥27.00 per share on...New Risk • Jul 08New 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: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 • Jul 03J. Front Retailing's (TSE:3086) Dividend Will Be ¥27.00J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥27.00 per share on the 12th of...分析記事 • Jul 02J. Front Retailing Co., Ltd. Just Recorded A 94% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, J. Front Retailing Co., Ltd. ( TSE:3086 ) came out with a strong set of first-quarter numbers that could...分析記事 • Jun 18J. Front Retailing's (TSE:3086) Dividend Will Be ¥27.00J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥27.00 per share on the 12th of...Declared Dividend • Jun 18Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th August 2025 Payment date: 12th November 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.1% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥160 (up from JP¥114 in FY 2024). Revenue: JP¥441.9b (up 8.6% from FY 2024). Net income: JP¥41.4b (up 39% from FY 2024). Profit margin: 9.4% (up from 7.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. 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 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 27J. Front Retailing Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025J. Front Retailing Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025分析記事 • May 16Earnings Not Telling The Story For J. Front Retailing Co., Ltd. (TSE:3086) After Shares Rise 25%J. Front Retailing Co., Ltd. ( TSE:3086 ) shareholders would be excited to see that the share price has had a great...Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,177, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 137% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,589 per share.Buy Or Sell Opportunity • May 16Now 37% overvalued after recent price riseOver the last 90 days, the stock has risen 4.8% to JP¥2,177. The fair value is estimated to be JP¥1,589, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 55%. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings are forecast to decline by 2.8% per annum over the same time period.分析記事 • May 14We Like These Underlying Return On Capital Trends At J. Front Retailing (TSE:3086)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Apr 30Is Now The Time To Put J. Front Retailing (TSE:3086) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Apr 16J. Front Retailing Co., Ltd. Just Beat EPS By 11%: Here's What Analysts Think Will Happen NextInvestors in J. Front Retailing Co., Ltd. ( TSE:3086 ) had a good week, as its shares rose 3.0% to close at JP¥1,739...Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥160 (up from JP¥114 in FY 2024). Revenue: JP¥441.9b (up 8.6% from FY 2024). Net income: JP¥41.4b (up 39% from FY 2024). Profit margin: 9.4% (up from 7.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. 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 22% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 15J. Front Retailing Co., Ltd. (TSE:3086) announces an Equity Buyback for 4,000,000 shares, representing 4.45% for ¥15,000 million.J. Front Retailing Co., Ltd. (TSE:3086) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 4.45% of its issued share capital (excluding treasury stock), for ¥15,000 million. The purpose of the program is to enhance medium to long term return on capital. The program will run until August 29, 2025. As of February 28, 2025, the company had 258,242,463 shares in issue (excluding treasury stock) and 12,323,301 shares in treasury.お知らせ • Apr 14+ 4 more updatesJ. Front Retailing Co., Ltd., Annual General Meeting, May 29, 2025J. Front Retailing Co., Ltd., Annual General Meeting, May 29, 2025.分析記事 • Apr 09A Look At The Intrinsic Value Of J. Front Retailing Co., Ltd. (TSE:3086)Key Insights J. Front Retailing's estimated fair value is JP¥1,980 based on 2 Stage Free Cash Flow to Equity Current...Buy Or Sell Opportunity • Mar 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,880. The fair value is estimated to be JP¥2,354, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 3.9% per annum over the same time period.Buy Or Sell Opportunity • Mar 10Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,884. The fair value is estimated to be JP¥2,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 3.9% per annum over the same time period.Upcoming Dividend • Feb 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 24% 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%).分析記事 • Feb 03J. Front Retailing (TSE:3086) Is Due To Pay A Dividend Of ¥22.00J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥22.00 per share on the 7th of...お知らせ • Feb 03J. Front Retailing Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025J. Front Retailing Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025分析記事 • Jan 26J. Front Retailing Co., Ltd.'s (TSE:3086) Earnings Are Not Doing Enough For Some InvestorsWith a price-to-earnings (or "P/E") ratio of 11.4x J. Front Retailing Co., Ltd. ( TSE:3086 ) may be sending bullish...分析記事 • Jan 10J. Front Retailing (TSE:3086) Will Pay A Dividend Of ¥22.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥22.00 per share on...Reported Earnings • Dec 26Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥30.96 (down from JP¥33.19 in 3Q 2024). Revenue: JP¥106.6b (up 12% from 3Q 2024). Net income: JP¥7.95b (down 8.7% from 3Q 2024). Profit margin: 7.5% (down from 9.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 20J. Front Retailing (TSE:3086) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 27J. Front Retailing (TSE:3086) Is Due To Pay A Dividend Of ¥22.00J. Front Retailing Co., Ltd.'s ( TSE:3086 ) investors are due to receive a payment of ¥22.00 per share on 7th of May...お知らせ • Nov 19J. Front Retailing Co., Ltd. to Report Q3, 2025 Results on Dec 25, 2024J. Front Retailing Co., Ltd. announced that they will report Q3, 2025 results on Dec 25, 2024分析記事 • Nov 13J. Front Retailing (TSE:3086) Will Pay A Dividend Of ¥22.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend on the 7th of May...Declared Dividend • Nov 13First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 3 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.Buy Or Sell Opportunity • Oct 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥1,601. The fair value is estimated to be JP¥2,039, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 6.4% per annum over the same time period.分析記事 • Oct 10Earnings Beat: J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsThe interim results for J. Front Retailing Co., Ltd. ( TSE:3086 ) were released last week, making it a good time to...New Risk • Oct 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.5% per year for the foreseeable future. Minor 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 (8.9% average weekly change).Reported Earnings • Oct 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥68.99 (up from JP¥24.80 in 2Q 2024). Revenue: JP¥107.9b (up 9.9% from 2Q 2024). Net income: JP¥17.8b (up 173% from 2Q 2024). Profit margin: 17% (up from 6.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 63%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Sep 30Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥1,547. The fair value is estimated to be JP¥2,015, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings are also forecast to grow by 0.8% per annum over the same time period.分析記事 • Sep 27Here's Why We Think J. Front Retailing (TSE:3086) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 November 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).分析記事 • Aug 21Does J. Front Retailing (TSE:3086) 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...Price Target Changed • Aug 16Price target increased by 8.1% to JP¥2,002Up from JP¥1,852, the current price target is an average from 6 analysts. New target price is 30% above last closing price of JP¥1,539. Stock is up 2.7% over the past year. The company is forecast to post earnings per share of JP¥114 for next year compared to JP¥114 last year.分析記事 • Aug 06J. Front Retailing (TSE:3086) Has Announced A Dividend Of ¥20.00J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥20.00 per share on the 13th of...New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Aug 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,271. The fair value is estimated to be JP¥1,680, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are forecast to decline by 0.4% per annum over the same time period.Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,520, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,710 per share.お知らせ • Jul 31J. Front Retailing Co., Ltd. to Report Q2, 2025 Results on Oct 08, 2024J. Front Retailing Co., Ltd. announced that they will report Q2, 2025 results on Oct 08, 2024分析記事 • Jul 22J. Front Retailing (TSE:3086) Will Pay A Dividend Of ¥20.00J. Front Retailing Co., Ltd.'s ( TSE:3086 ) investors are due to receive a payment of ¥20.00 per share on 13th of...分析記事 • Jul 05J. Front Retailing (TSE:3086) Is Due To Pay A Dividend Of ¥20.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend on the 13th of...Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,937, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,580 per share.分析記事 • Jul 02J. Front Retailing Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearShareholders of J. Front Retailing Co., Ltd. ( TSE:3086 ) will be pleased this week, given that the stock price is up...分析記事 • Jul 01What J. Front Retailing Co., Ltd.'s (TSE:3086) 26% Share Price Gain Is Not Telling YouJ. Front Retailing Co., Ltd. ( TSE:3086 ) shareholders would be excited to see that the share price has had a great...Price Target Changed • Jul 01Price target increased by 7.2% to JP¥1,902Up from JP¥1,774, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥1,925. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥114 last year.Buy Or Sell Opportunity • Jul 01Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to JP¥1,925. The fair value is estimated to be JP¥1,521, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are forecast to decline by 0.4% per annum over the same time period.Reported Earnings • Jun 30First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥43.11 (up from JP¥24.39 in 1Q 2024). Revenue: JP¥101.5b (up 8.6% from 1Q 2024). Net income: JP¥11.3b (up 77% from 1Q 2024). Profit margin: 11% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 28%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 21J. Front Retailing (TSE:3086) Has Announced A Dividend Of ¥20.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend on the 13th of...分析記事 • Jun 07J. Front Retailing (TSE:3086) Has Announced A Dividend Of ¥20.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥20.00 per share on...Declared Dividend • Jun 06Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 13th November 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 7.2% 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.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Outside Director Eiichi Katayama was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 29J. Front Retailing Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024J. Front Retailing Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024分析記事 • May 23These 4 Measures Indicate That J. Front Retailing (TSE:3086) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Apr 18J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsLast week, you might have seen that J. Front Retailing Co., Ltd. ( TSE:3086 ) released its yearly result to the market...お知らせ • Apr 17J. Front Retailing Co., Ltd. (TSE:3086) announces an Equity Buyback for 8,000,000 shares, representing 3.03% for ¥10,000 million.J. Front Retailing Co., Ltd. (TSE:3086) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 0.14% of its issued share capital (excluding treasury stock), for ¥10,000 million. The purpose of the program is to enhance medium to long term return on capital. The program will run until July 31, 2024. As of February 29, 2024, the company had 264,288,582 shares in issue (excluding treasury stock) and 6,277,182 shares in treasury.お知らせ • Apr 16J. Front Retailing Co., Ltd., Annual General Meeting, May 23, 2024J. Front Retailing Co., Ltd., Annual General Meeting, May 23, 2024.Reported Earnings • Apr 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥114 (up from JP¥54.32 in FY 2023). Revenue: JP¥407.0b (up 13% from FY 2023). Net income: JP¥29.9b (up 110% from FY 2023). Profit margin: 7.3% (up from 4.0% 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 6.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 12Here's Why We Think J. Front Retailing (TSE:3086) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Mar 12J. Front Retailing Co., Ltd.'s (TSE:3086) Price In Tune With EarningsJ. Front Retailing Co., Ltd.'s ( TSE:3086 ) price-to-earnings (or "P/E") ratio of 18x might make it look like a sell...分析記事 • Feb 26J. Front Retailing's (TSE:3086) Shareholders Will Receive A Bigger Dividend Than Last YearJ. Front Retailing Co., Ltd. ( TSE:3086 ) will increase its dividend from last year's comparable payment on the 2nd of...業績と収益の成長予測TSE:3086 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/2029479,20534,82442,10378,13542/29/2028470,20033,03939,75677,51752/28/2027457,44030,17432,40676,02852/28/2026445,09428,28248,27466,992N/A11/30/2025454,02229,06746,62465,842N/A8/31/2025452,43430,68450,01170,378N/A5/31/2025451,21040,59151,31970,568N/A2/28/2025441,87741,42468,82685,812N/A11/30/2024436,42645,35087,397100,273N/A8/31/2024424,74046,10792,260102,609N/A5/31/2024415,01934,83272,48782,885N/A2/29/2024407,00629,91380,79990,692N/A11/30/2023389,30021,07969,49280,112N/A8/31/2023382,18416,98268,17177,554N/A5/31/2023371,23014,66067,31376,515N/A2/28/2023359,67914,23756,83965,480N/A11/30/2022350,94615,41452,40959,522N/A8/31/2022343,28016,47150,61657,596N/A5/31/2022339,29213,35753,74060,088N/A2/28/2022331,4844,32144,04649,866N/A11/30/2021325,859-6,89251,97559,285N/A8/31/2021328,941-11,87743,07453,974N/A5/31/2021329,717-8,92151,44162,914N/A2/28/2021319,079-26,19341,74256,471N/A11/30/2020349,553-15,37821,01240,155N/A8/31/2020402,428-9,42716,71050,346N/A5/31/2020431,598-6,53011,21745,490N/A2/29/2020480,62121,25140,28573,358N/A11/30/2019487,99926,278N/A80,572N/A8/31/2019458,29825,815N/A55,187N/A5/31/2019461,24926,463N/A48,471N/A2/28/2019459,84027,358N/A34,870N/A11/30/2018461,02826,850N/A37,947N/A8/31/2018462,61128,081N/A37,878N/A5/31/2018466,90428,108N/A51,034N/A2/28/2018469,91528,486N/A57,079N/A11/30/2017651,91934,562N/A56,058N/A8/31/2017803,72530,429N/A61,923N/A5/31/2017953,82027,186N/A43,610N/A2/28/20171,108,51226,950N/A36,239N/A11/30/20161,113,31923,969N/A35,019N/A8/31/20161,129,55124,141N/A33,625N/A5/31/20161,146,75517,712N/A41,865N/A2/29/20161,163,56426,313N/A36,799N/A11/30/20151,170,24628,228N/A35,214N/A8/31/20151,165,21427,125N/A38,540N/A5/31/20151,149,79832,079N/A31,952N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3086の予測収益成長率 (年間6.6% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 3086の収益 ( 6.6% ) JP市場 ( 8.6% ) よりも低い成長が予測されています。高成長収益: 3086の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 3086の収益 ( 2% ) JP市場 ( 5.3% ) よりも低い成長が予測されています。高い収益成長: 3086の収益 ( 2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3086の 自己資本利益率 は、3年後には低くなると予測されています ( 7.8 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 15:42終値2026/05/22 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋J. Front Retailing Co., Ltd. 5 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。13 アナリスト機関Hidehiko AokiBofA Global ResearchMasataka KunitoCitigroup IncJun KatoCLSA10 その他のアナリストを表示
分析記事 • Apr 16J. Front Retailing Co., Ltd. (TSE:3086) Yearly Results: Here's What Analysts Are Forecasting For This YearShareholders might have noticed that J. Front Retailing Co., Ltd. ( TSE:3086 ) filed its full-year result this time...
分析記事 • Oct 16J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders might have noticed that J. Front Retailing Co., Ltd. ( TSE:3086 ) filed its interim result this time last...
お知らせ • Oct 15+ 1 more updateJ. Front Retailing Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026J. Front Retailing Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects sales revenue to be JPY 452,000 million. Operating profit to be JPY 44,000 million. Profit attributable to owners of parent to be JPY 26,000 million. Basic earnings per share to be JPY 103.13 against previous guidance of sales revenue of JPY 459,000 million. Operating profit of JPY 50,000 million. Profit attributable to owners of parent of JPY 30,000 million. Basic earnings per share of JPY 120.93.
分析記事 • Jul 02J. Front Retailing Co., Ltd. Just Recorded A 94% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, J. Front Retailing Co., Ltd. ( TSE:3086 ) came out with a strong set of first-quarter numbers that could...
分析記事 • Apr 16J. Front Retailing Co., Ltd. Just Beat EPS By 11%: Here's What Analysts Think Will Happen NextInvestors in J. Front Retailing Co., Ltd. ( TSE:3086 ) had a good week, as its shares rose 3.0% to close at JP¥1,739...
分析記事 • Oct 10Earnings Beat: J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsThe interim results for J. Front Retailing Co., Ltd. ( TSE:3086 ) were released last week, making it a good time to...
お知らせ • May 09J. Front Retailing Co., Ltd. to Report Q1, 2027 Results on Jun 30, 2026J. Front Retailing Co., Ltd. announced that they will report Q1, 2027 results on Jun 30, 2026
分析記事 • Apr 16J. Front Retailing Co., Ltd. (TSE:3086) Yearly Results: Here's What Analysts Are Forecasting For This YearShareholders might have noticed that J. Front Retailing Co., Ltd. ( TSE:3086 ) filed its full-year result this time...
お知らせ • Apr 16+ 1 more updateJ. Front Retailing Co., Ltd. (TSE:3086) announces an Equity Buyback for 5,000,000 shares, representing 2% for ¥10,000 million.J. Front Retailing Co., Ltd. (TSE:3086) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2% of its issued share capital (excluding treasury stock), for ¥10,000 million. The purpose of the program is to improving long-term capital profitability by "achieving profitable growth" and "optimizing equity capital and strengthening shareholder returns. The program will run until June 26, 2026. As of February 28, 2026, the company had 250,249,421 shares in issue (excluding treasury stock) and 20,316,343 shares in treasury.
Reported Earnings • Apr 15Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥113 (down from JP¥160 in FY 2025). Revenue: JP¥445.1b (flat on FY 2025). Net income: JP¥28.3b (down 32% from FY 2025). Profit margin: 6.4% (down from 9.4% in FY 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 3.1%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year.
お知らせ • Apr 14J. Front Retailing Co., Ltd., Annual General Meeting, May 28, 2026J. Front Retailing Co., Ltd., Annual General Meeting, May 28, 2026.
お知らせ • Apr 03J. Front Retailing Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026J. Front Retailing Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
新しいナラティブ • Mar 23Inbound Luxury Reliance And Costly Renovations Will Pressure This Retail GroupCatalysts About J. Front Retailing J.
新しいナラティブ • Mar 09Content Ownership, Refurbishments And Customer Data Will Shape A Stronger Long Term OutlookCatalysts About J. Front Retailing J.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 08 May 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%).
分析記事 • Feb 12J. Front Retailing (TSE:3086) Is Looking To Continue Growing Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,624, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 19x in the Multiline Retail industry in Japan. Total returns to shareholders of 135% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,458 per share.
Reported Earnings • Dec 27Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥25.43 (down from JP¥30.96 in 3Q 2025). Revenue: JP¥108.2b (up 1.5% from 3Q 2025). Net income: JP¥6.33b (down 20% from 3Q 2025). Profit margin: 5.9% (down from 7.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 14J. Front Retailing Co., Ltd. to Report Q3, 2026 Results on Dec 26, 2025J. Front Retailing Co., Ltd. announced that they will report Q3, 2026 results on Dec 26, 2025
Declared Dividend • Nov 13First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 26th February 2026 Payment date: 8th May 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 28J. Front Retailing's (TSE:3086) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from J. Front Retailing Co., Ltd. ( TSE:3086 ) recently. We did some...
分析記事 • Oct 16J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders might have noticed that J. Front Retailing Co., Ltd. ( TSE:3086 ) filed its interim result this time last...
分析記事 • Oct 15Getting In Cheap On J. Front Retailing Co., Ltd. (TSE:3086) Is UnlikelyWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider J...
お知らせ • Oct 15+ 1 more updateJ. Front Retailing Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026J. Front Retailing Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects sales revenue to be JPY 452,000 million. Operating profit to be JPY 44,000 million. Profit attributable to owners of parent to be JPY 26,000 million. Basic earnings per share to be JPY 103.13 against previous guidance of sales revenue of JPY 459,000 million. Operating profit of JPY 50,000 million. Profit attributable to owners of parent of JPY 30,000 million. Basic earnings per share of JPY 120.93.
Reported Earnings • Oct 15Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥31.48 (down from JP¥68.98 in 2Q 2025). Revenue: JP¥109.1b (up 1.1% from 2Q 2025). Net income: JP¥7.87b (down 56% from 2Q 2025). Profit margin: 7.2% (down from 17% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to stay flat during the next 3 years compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 12 November 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
分析記事 • Jul 31J. Front Retailing's (TSE:3086) Dividend Will Be ¥27.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend on the 12th of...
お知らせ • Jul 29J. Front Retailing Co., Ltd. to Report Q2, 2026 Results on Oct 14, 2025J. Front Retailing Co., Ltd. announced that they will report Q2, 2026 results on Oct 14, 2025
分析記事 • Jul 17J. Front Retailing (TSE:3086) Has Announced A Dividend Of ¥27.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥27.00 per share on...
New Risk • Jul 08New 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: Major Risk Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. 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 • Jul 03J. Front Retailing's (TSE:3086) Dividend Will Be ¥27.00J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥27.00 per share on the 12th of...
分析記事 • Jul 02J. Front Retailing Co., Ltd. Just Recorded A 94% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, J. Front Retailing Co., Ltd. ( TSE:3086 ) came out with a strong set of first-quarter numbers that could...
分析記事 • Jun 18J. Front Retailing's (TSE:3086) Dividend Will Be ¥27.00J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥27.00 per share on the 12th of...
Declared Dividend • Jun 18Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th August 2025 Payment date: 12th November 2025 Dividend yield will be 2.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 7.1% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jun 04Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥160 (up from JP¥114 in FY 2024). Revenue: JP¥441.9b (up 8.6% from FY 2024). Net income: JP¥41.4b (up 39% from FY 2024). Profit margin: 9.4% (up from 7.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. 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 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 27J. Front Retailing Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025J. Front Retailing Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025
分析記事 • May 16Earnings Not Telling The Story For J. Front Retailing Co., Ltd. (TSE:3086) After Shares Rise 25%J. Front Retailing Co., Ltd. ( TSE:3086 ) shareholders would be excited to see that the share price has had a great...
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥2,177, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 137% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,589 per share.
Buy Or Sell Opportunity • May 16Now 37% overvalued after recent price riseOver the last 90 days, the stock has risen 4.8% to JP¥2,177. The fair value is estimated to be JP¥1,589, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 55%. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings are forecast to decline by 2.8% per annum over the same time period.
分析記事 • May 14We Like These Underlying Return On Capital Trends At J. Front Retailing (TSE:3086)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 • Apr 30Is Now The Time To Put J. Front Retailing (TSE:3086) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Apr 16J. Front Retailing Co., Ltd. Just Beat EPS By 11%: Here's What Analysts Think Will Happen NextInvestors in J. Front Retailing Co., Ltd. ( TSE:3086 ) had a good week, as its shares rose 3.0% to close at JP¥1,739...
Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥160 (up from JP¥114 in FY 2024). Revenue: JP¥441.9b (up 8.6% from FY 2024). Net income: JP¥41.4b (up 39% from FY 2024). Profit margin: 9.4% (up from 7.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. 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 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 15J. Front Retailing Co., Ltd. (TSE:3086) announces an Equity Buyback for 4,000,000 shares, representing 4.45% for ¥15,000 million.J. Front Retailing Co., Ltd. (TSE:3086) announces a share repurchase program. Under the program, the company will repurchase up to 4,000,000 shares, representing 4.45% of its issued share capital (excluding treasury stock), for ¥15,000 million. The purpose of the program is to enhance medium to long term return on capital. The program will run until August 29, 2025. As of February 28, 2025, the company had 258,242,463 shares in issue (excluding treasury stock) and 12,323,301 shares in treasury.
お知らせ • Apr 14+ 4 more updatesJ. Front Retailing Co., Ltd., Annual General Meeting, May 29, 2025J. Front Retailing Co., Ltd., Annual General Meeting, May 29, 2025.
分析記事 • Apr 09A Look At The Intrinsic Value Of J. Front Retailing Co., Ltd. (TSE:3086)Key Insights J. Front Retailing's estimated fair value is JP¥1,980 based on 2 Stage Free Cash Flow to Equity Current...
Buy Or Sell Opportunity • Mar 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,880. The fair value is estimated to be JP¥2,354, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 3.9% per annum over the same time period.
Buy Or Sell Opportunity • Mar 10Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,884. The fair value is estimated to be JP¥2,366, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 3.9% per annum over the same time period.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 07 May 2025. Payout ratio is a comfortable 24% 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%).
分析記事 • Feb 03J. Front Retailing (TSE:3086) Is Due To Pay A Dividend Of ¥22.00J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥22.00 per share on the 7th of...
お知らせ • Feb 03J. Front Retailing Co., Ltd. to Report Fiscal Year 2025 Results on Apr 14, 2025J. Front Retailing Co., Ltd. announced that they will report fiscal year 2025 results on Apr 14, 2025
分析記事 • Jan 26J. Front Retailing Co., Ltd.'s (TSE:3086) Earnings Are Not Doing Enough For Some InvestorsWith a price-to-earnings (or "P/E") ratio of 11.4x J. Front Retailing Co., Ltd. ( TSE:3086 ) may be sending bullish...
分析記事 • Jan 10J. Front Retailing (TSE:3086) Will Pay A Dividend Of ¥22.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥22.00 per share on...
Reported Earnings • Dec 26Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥30.96 (down from JP¥33.19 in 3Q 2024). Revenue: JP¥106.6b (up 12% from 3Q 2024). Net income: JP¥7.95b (down 8.7% from 3Q 2024). Profit margin: 7.5% (down from 9.2% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to stay flat during the next 3 years compared to a 5.3% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 20J. Front Retailing (TSE:3086) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 27J. Front Retailing (TSE:3086) Is Due To Pay A Dividend Of ¥22.00J. Front Retailing Co., Ltd.'s ( TSE:3086 ) investors are due to receive a payment of ¥22.00 per share on 7th of May...
お知らせ • Nov 19J. Front Retailing Co., Ltd. to Report Q3, 2025 Results on Dec 25, 2024J. Front Retailing Co., Ltd. announced that they will report Q3, 2025 results on Dec 25, 2024
分析記事 • Nov 13J. Front Retailing (TSE:3086) Will Pay A Dividend Of ¥22.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend on the 7th of May...
Declared Dividend • Nov 13First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th February 2025 Payment date: 7th May 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 3 years. However, it would need to fall by 63% to increase the payout ratio to a potentially unsustainable range.
Buy Or Sell Opportunity • Oct 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to JP¥1,601. The fair value is estimated to be JP¥2,039, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are forecast to decline by 6.4% per annum over the same time period.
分析記事 • Oct 10Earnings Beat: J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsThe interim results for J. Front Retailing Co., Ltd. ( TSE:3086 ) were released last week, making it a good time to...
New Risk • Oct 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.5% per year for the foreseeable future. Minor 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 (8.9% average weekly change).
Reported Earnings • Oct 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥68.99 (up from JP¥24.80 in 2Q 2024). Revenue: JP¥107.9b (up 9.9% from 2Q 2024). Net income: JP¥17.8b (up 173% from 2Q 2024). Profit margin: 17% (up from 6.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 63%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Sep 30Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥1,547. The fair value is estimated to be JP¥2,015, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings are also forecast to grow by 0.8% per annum over the same time period.
分析記事 • Sep 27Here's Why We Think J. Front Retailing (TSE:3086) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Aug 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 13 November 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
分析記事 • Aug 21Does J. Front Retailing (TSE:3086) 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...
Price Target Changed • Aug 16Price target increased by 8.1% to JP¥2,002Up from JP¥1,852, the current price target is an average from 6 analysts. New target price is 30% above last closing price of JP¥1,539. Stock is up 2.7% over the past year. The company is forecast to post earnings per share of JP¥114 for next year compared to JP¥114 last year.
分析記事 • Aug 06J. Front Retailing (TSE:3086) Has Announced A Dividend Of ¥20.00J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥20.00 per share on the 13th of...
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Aug 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥1,271. The fair value is estimated to be JP¥1,680, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are forecast to decline by 0.4% per annum over the same time period.
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,520, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,710 per share.
お知らせ • Jul 31J. Front Retailing Co., Ltd. to Report Q2, 2025 Results on Oct 08, 2024J. Front Retailing Co., Ltd. announced that they will report Q2, 2025 results on Oct 08, 2024
分析記事 • Jul 22J. Front Retailing (TSE:3086) Will Pay A Dividend Of ¥20.00J. Front Retailing Co., Ltd.'s ( TSE:3086 ) investors are due to receive a payment of ¥20.00 per share on 13th of...
分析記事 • Jul 05J. Front Retailing (TSE:3086) Is Due To Pay A Dividend Of ¥20.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend on the 13th of...
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,937, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,580 per share.
分析記事 • Jul 02J. Front Retailing Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearShareholders of J. Front Retailing Co., Ltd. ( TSE:3086 ) will be pleased this week, given that the stock price is up...
分析記事 • Jul 01What J. Front Retailing Co., Ltd.'s (TSE:3086) 26% Share Price Gain Is Not Telling YouJ. Front Retailing Co., Ltd. ( TSE:3086 ) shareholders would be excited to see that the share price has had a great...
Price Target Changed • Jul 01Price target increased by 7.2% to JP¥1,902Up from JP¥1,774, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of JP¥1,925. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥105 for next year compared to JP¥114 last year.
Buy Or Sell Opportunity • Jul 01Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to JP¥1,925. The fair value is estimated to be JP¥1,521, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are forecast to decline by 0.4% per annum over the same time period.
Reported Earnings • Jun 30First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥43.11 (up from JP¥24.39 in 1Q 2024). Revenue: JP¥101.5b (up 8.6% from 1Q 2024). Net income: JP¥11.3b (up 77% from 1Q 2024). Profit margin: 11% (up from 6.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 28%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 21J. Front Retailing (TSE:3086) Has Announced A Dividend Of ¥20.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend on the 13th of...
分析記事 • Jun 07J. Front Retailing (TSE:3086) Has Announced A Dividend Of ¥20.00The board of J. Front Retailing Co., Ltd. ( TSE:3086 ) has announced that it will pay a dividend of ¥20.00 per share on...
Declared Dividend • Jun 06Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th August 2024 Payment date: 13th November 2024 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 7.2% 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.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Outside Director Eiichi Katayama was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 29J. Front Retailing Co., Ltd. to Report Q1, 2025 Results on Jun 28, 2024J. Front Retailing Co., Ltd. announced that they will report Q1, 2025 results on Jun 28, 2024
分析記事 • May 23These 4 Measures Indicate That J. Front Retailing (TSE:3086) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Apr 18J. Front Retailing Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsLast week, you might have seen that J. Front Retailing Co., Ltd. ( TSE:3086 ) released its yearly result to the market...
お知らせ • Apr 17J. Front Retailing Co., Ltd. (TSE:3086) announces an Equity Buyback for 8,000,000 shares, representing 3.03% for ¥10,000 million.J. Front Retailing Co., Ltd. (TSE:3086) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 0.14% of its issued share capital (excluding treasury stock), for ¥10,000 million. The purpose of the program is to enhance medium to long term return on capital. The program will run until July 31, 2024. As of February 29, 2024, the company had 264,288,582 shares in issue (excluding treasury stock) and 6,277,182 shares in treasury.
お知らせ • Apr 16J. Front Retailing Co., Ltd., Annual General Meeting, May 23, 2024J. Front Retailing Co., Ltd., Annual General Meeting, May 23, 2024.
Reported Earnings • Apr 16Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥114 (up from JP¥54.32 in FY 2023). Revenue: JP¥407.0b (up 13% from FY 2023). Net income: JP¥29.9b (up 110% from FY 2023). Profit margin: 7.3% (up from 4.0% 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 6.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 12Here's Why We Think J. Front Retailing (TSE:3086) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Mar 12J. Front Retailing Co., Ltd.'s (TSE:3086) Price In Tune With EarningsJ. Front Retailing Co., Ltd.'s ( TSE:3086 ) price-to-earnings (or "P/E") ratio of 18x might make it look like a sell...
分析記事 • Feb 26J. Front Retailing's (TSE:3086) Shareholders Will Receive A Bigger Dividend Than Last YearJ. Front Retailing Co., Ltd. ( TSE:3086 ) will increase its dividend from last year's comparable payment on the 2nd of...