View Future GrowthYellow Hat 過去の業績過去 基準チェック /36Yellow Hatは、平均年間5.8%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% 2.4%収益成長率で 成長しています。 Yellow Hatの自己資本利益率は9.7%であり、純利益率は7%です。主要情報5.81%収益成長率6.73%EPS成長率Specialty Retail 業界の成長11.17%収益成長率2.44%株主資本利益率9.66%ネット・マージン6.99%次回の業績アップデート31 Jul 2026最近の業績更新お知らせ • Jun 26Yellow Hat Ltd. to Report Q1, 2027 Results on Jul 31, 2026Yellow Hat Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥138 (up from JP¥124 in FY 2025). Revenue: JP¥171.3b (up 11% from FY 2025). Net income: JP¥12.0b (up 6.3% from FY 2025). Profit margin: 7.0% (down from 7.3% in FY 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 2.4%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09Yellow Hat Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Yellow Hat Ltd. announced that they will report fiscal year 2026 results on May 08, 2026Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥71.31 (vs JP¥63.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥71.31 (up from JP¥63.42 in 3Q 2025). Revenue: JP¥53.0b (up 6.4% from 3Q 2025). Net income: JP¥6.15b (up 6.8% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 2 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 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 27Yellow Hat Ltd. to Report Q3, 2026 Results on Jan 30, 2026Yellow Hat Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥18.84 (vs JP¥18.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.84. Revenue: JP¥39.0b (up 13% from 2Q 2025). Net income: JP¥1.64b (down 4.1% from 2Q 2025). Profit margin: 4.2% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses.すべての更新を表示Recent updatesお知らせ • Jun 26Yellow Hat Ltd. to Report Q1, 2027 Results on Jul 31, 2026Yellow Hat Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026お知らせ • Jun 25Yellow Hat Ltd. Announces Board Changes, Effective June 24, 2026Yellow Hat Ltd. announced at the 68th Annual General Meeting of Shareholders held on June 24, 2026 appointed Yoshihito Sato as Director (external). Effective as of June 24, 2026. Messrs. Kazuyuki Sato, Tasuku Joko, Hiroyuki Motomura, and Shiro Saito retired from the office of Director due to the expiration of their terms of office.Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥138 (up from JP¥124 in FY 2025). Revenue: JP¥171.3b (up 11% from FY 2025). Net income: JP¥12.0b (up 6.3% from FY 2025). Profit margin: 7.0% (down from 7.3% in FY 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 2.4%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09Yellow Hat Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Yellow Hat Ltd. announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • May 08+ 1 more updateYellow Hat Ltd., Annual General Meeting, Jun 24, 2026Yellow Hat Ltd., Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥71.31 (vs JP¥63.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥71.31 (up from JP¥63.42 in 3Q 2025). Revenue: JP¥53.0b (up 6.4% from 3Q 2025). Net income: JP¥6.15b (up 6.8% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 2 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 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 27Yellow Hat Ltd. to Report Q3, 2026 Results on Jan 30, 2026Yellow Hat Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026Declared Dividend • Dec 06First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 1st June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥18.84 (vs JP¥18.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.84. Revenue: JP¥39.0b (up 13% from 2Q 2025). Net income: JP¥1.64b (down 4.1% from 2Q 2025). Profit margin: 4.2% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses.分析記事 • Oct 30Yellow Hat Ltd.'s (TSE:9882) Earnings Are Not Doing Enough For Some InvestorsYellow Hat Ltd.'s ( TSE:9882 ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now...お知らせ • Sep 30Yellow Hat Ltd. to Report Q2, 2026 Results on Oct 31, 2025Yellow Hat Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥30.33 (vs JP¥24.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥30.33 (up from JP¥24.40 in 1Q 2025). Revenue: JP¥40.3b (up 16% from 1Q 2025). Net income: JP¥2.68b (up 19% from 1Q 2025). Profit margin: 6.6% (up from 6.5% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jul 02Yellow Hat Ltd. to Report Q1, 2026 Results on Jul 31, 2025Yellow Hat Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥247 (vs JP¥111 in FY 2024)Full year 2025 results: EPS: JP¥247 (up from JP¥111 in FY 2024). Revenue: JP¥154.1b (up 5.1% from FY 2024). Net income: JP¥11.3b (up 9.8% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 129% Dividend yield: 3.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥247 (vs JP¥111 in FY 2024)Full year 2025 results: EPS: JP¥247 (up from JP¥111 in FY 2024). Revenue: JP¥154.1b (up 5.1% from FY 2024). Net income: JP¥11.3b (up 9.8% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.お知らせ • May 09Yellow Hat Ltd., Annual General Meeting, Jun 20, 2025Yellow Hat Ltd., Annual General Meeting, Jun 20, 2025.分析記事 • Apr 15Slowing Rates Of Return At Yellow Hat (TSE:9882) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...お知らせ • Mar 27Yellow Hat Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Yellow Hat Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥127 (vs JP¥106 in 3Q 2024)Third quarter 2025 results: EPS: JP¥127 (up from JP¥106 in 3Q 2024). Revenue: JP¥49.9b (up 7.0% from 3Q 2024). Net income: JP¥5.76b (up 17% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 03Yellow Hat Ltd. to Report Q3, 2025 Results on Jan 31, 2025Yellow Hat Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥37.04 (vs JP¥35.80 in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.04 (up from JP¥35.80 in 2Q 2024). Revenue: JP¥34.6b (up 6.0% from 2Q 2024). Net income: JP¥1.71b (up 3.6% from 2Q 2024). Profit margin: 4.9% (down from 5.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 29Investors Met With Slowing Returns on Capital At Yellow Hat (TSE:9882)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...お知らせ • Sep 20Yellow Hat Ltd. to Report Q2, 2025 Results on Oct 31, 2024Yellow Hat Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥48.80 (vs JP¥52.24 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.80 (down from JP¥52.24 in 1Q 2024). Revenue: JP¥34.7b (up 1.1% from 1Q 2024). Net income: JP¥2.26b (down 6.5% from 1Q 2024). Profit margin: 6.5% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.分析記事 • Jul 30Investors Don't See Light At End Of Yellow Hat Ltd.'s (TSE:9882) TunnelWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Yellow...Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥222 (vs JP¥231 in FY 2023)Full year 2024 results: EPS: JP¥222 (down from JP¥231 in FY 2023). Revenue: JP¥146.6b (flat on FY 2023). Net income: JP¥10.3b (down 3.8% from FY 2023). Profit margin: 7.0% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.お知らせ • Jun 22Yellow Hat Ltd. to Report Q1, 2025 Results on Jul 31, 2024Yellow Hat Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥222 (vs JP¥231 in FY 2023)Full year 2024 results: EPS: JP¥222 (down from JP¥231 in FY 2023). Revenue: JP¥146.6b (flat on FY 2023). Net income: JP¥10.3b (down 3.8% from FY 2023). Profit margin: 7.0% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Yellow Hat Ltd., Annual General Meeting, Jun 20, 2024Yellow Hat Ltd., Annual General Meeting, Jun 20, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).お知らせ • Mar 17Yellow Hat Ltd., Annual General Meeting, May 10, 2024Yellow Hat Ltd., Annual General Meeting, May 10, 2024.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥106 (vs JP¥110 in 3Q 2023)Third quarter 2024 results: EPS: JP¥106 (down from JP¥110 in 3Q 2023). Revenue: JP¥46.6b (flat on 3Q 2023). Net income: JP¥4.91b (down 3.7% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 09Yellow Hat Ltd. to Report Q3, 2024 Results on Jan 31, 2024Yellow Hat Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥35.80 (vs JP¥35.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.80 (up from JP¥35.50 in 2Q 2023). Revenue: JP¥32.7b (down 1.2% from 2Q 2023). Net income: JP¥1.65b (flat on 2Q 2023). Profit margin: 5.1% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥33.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Sep 09Yellow Hat Ltd. to Report Q2, 2024 Results on Oct 31, 2023Yellow Hat Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥52.24 (vs JP¥55.83 in 1Q 2023)First quarter 2024 results: EPS: JP¥52.24 (down from JP¥55.83 in 1Q 2023). Revenue: JP¥34.3b (up 3.0% from 1Q 2023). Net income: JP¥2.41b (down 6.4% from 1Q 2023). Profit margin: 7.0% (down from 7.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥231 (vs JP¥209 in FY 2022)Full year 2023 results: EPS: JP¥231 (up from JP¥209 in FY 2022). Revenue: JP¥147.2b (flat on FY 2022). Net income: JP¥10.7b (up 10% from FY 2022). Profit margin: 7.2% (up from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 22Yellow Hat Ltd. to Report Q1, 2024 Results on Jul 31, 2023Yellow Hat Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥231 (vs JP¥209 in FY 2022)Full year 2023 results: EPS: JP¥231 (up from JP¥209 in FY 2022). Revenue: JP¥147.2b (flat on FY 2022). Net income: JP¥10.7b (up 10% from FY 2022). Profit margin: 7.2% (up from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥110 (vs JP¥105 in 3Q 2022)Third quarter 2023 results: EPS: JP¥110 (up from JP¥105 in 3Q 2022). Revenue: JP¥46.4b (down 1.1% from 3Q 2022). Net income: JP¥5.10b (up 4.9% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Dec 18Yellow Hat Ltd. to Report Q3, 2023 Results on Jan 31, 2023Yellow Hat Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Taeko Kubo was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.50 (vs JP¥29.00 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.50 (up from JP¥29.00 in 2Q 2022). Revenue: JP¥33.1b (flat on 2Q 2022). Net income: JP¥1.64b (up 23% from 2Q 2022). Profit margin: 5.0% (up from 4.1% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Sep 18Yellow Hat Ltd. to Report Q2, 2023 Results on Oct 31, 2022Yellow Hat Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥55.83 (vs JP¥40.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥55.83 (up from JP¥40.14 in 1Q 2022). Revenue: JP¥33.3b (flat on 1Q 2022). Net income: JP¥2.58b (up 39% from 1Q 2022). Profit margin: 7.7% (up from 5.5% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥148.0b (flat on FY 2021). Net income: JP¥9.66b (up 13% from FY 2021). Profit margin: 6.5% (up from 5.8% in FY 2021).お知らせ • Jun 24Yellow Hat Ltd. to Report Q1, 2023 Results on Jul 29, 2022Yellow Hat Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 12Yellow Hat Ltd., Annual General Meeting, Jun 22, 2022Yellow Hat Ltd., Annual General Meeting, Jun 22, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥209 (vs JP¥185 in FY 2021)Full year 2022 results: EPS: JP¥209 (up from JP¥185 in FY 2021). Revenue: JP¥148.0b (flat on FY 2021). Net income: JP¥9.66b (up 13% from FY 2021). Profit margin: 6.5% (up from 5.8% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Taeko Kubo was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Yellow Hat Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yellow Hat Ltd. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥105 (up from JP¥103 in 3Q 2021). Revenue: JP¥47.0b (down 1.3% from 3Q 2021). Net income: JP¥4.86b (up 2.0% from 3Q 2021). Profit margin: 10% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥40.14 (vs JP¥29.69 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥33.4b (up 7.2% from 1Q 2021). Net income: JP¥1.85b (up 35% from 1Q 2021). Profit margin: 5.5% (up from 4.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥185 (vs JP¥159 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥147.0b (up 4.2% from FY 2020). Net income: JP¥8.55b (up 17% from FY 2020). Profit margin: 5.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥185 (vs JP¥159 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥147.0b (up 4.2% from FY 2020). Net income: JP¥8.55b (up 17% from FY 2020). Profit margin: 5.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 01 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).Is New 90 Day High Low • Mar 05New 90-day high: JP¥1,797The company is up 11% from its price of JP¥1,614 on 04 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period.Is New 90 Day High Low • Feb 05New 90-day high: JP¥1,774The company is up 4.0% from its price of JP¥1,708 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥103 (vs JP¥62.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥47.6b (up 17% from 3Q 2020). Net income: JP¥4.76b (up 65% from 3Q 2020). Profit margin: 10.0% (up from 7.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.お知らせ • Dec 19Yellow Hat Ltd. to Report Q3, 2021 Results on Jan 29, 2021Yellow Hat Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Dec 02New 90-day low: JP¥1,587The company is down 10.0% from its price of JP¥1,766 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 15% over the same period.お知らせ • Oct 10Yellow Hat Ltd. to Report Q2, 2021 Results on Nov 02, 2020Yellow Hat Ltd. announced that they will report Q2, 2021 results on Nov 02, 2020お知らせ • Sep 08Yellow Hat Ltd. (TSE:9882) agreed to acquire Mizonokuchi Jidosha Co., Ltd.Yellow Hat Ltd. (TSE:9882) agreed to acquire Mizonokuchi Jidosha Co., Ltd. on September 8, 2020. Yellow Hat Ltd. will acquire 0.03 million shares. Pre transaction, Yellow Hat Ltd. holds no stake and post transction it will holds 100% stake in Mizonokuchi Jidosha Co., Ltd. Transaction was resolved by Board of Yellow Hat Ltd. on September 8, 2020. Completion is expected on October 1, 2020.収支内訳Yellow Hat 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:9882 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26171,28011,96859,374031 Dec 25167,27012,00158,214030 Sep 25164,08011,61156,342030 Jun 25159,68211,68154,280031 Mar 25154,06611,26051,940031 Dec 24152,23611,01050,407030 Sep 24148,95710,16149,582030 Jun 24147,01010,10248,873031 Mar 24146,64110,25948,351031 Dec 23147,89510,32548,863030 Sep 23147,74010,51648,555030 Jun 23148,14110,50148,182031 Mar 23147,15710,66547,749031 Dec 22147,59810,92447,042030 Sep 22148,13210,68546,933030 Jun 22147,97410,38446,970031 Mar 22148,0389,65947,047031 Dec 21145,0398,48647,408030 Sep 21145,6798,38947,397030 Jun 21149,2449,02947,243031 Mar 21146,9948,54646,913031 Dec 20143,8818,31546,583030 Sep 20137,1146,44546,406030 Jun 20139,2847,03246,330031 Mar 20141,0317,33446,357031 Dec 19142,3048,29445,614030 Sep 19146,8149,04045,339030 Jun 19140,6847,69244,540031 Mar 19139,2007,32943,870031 Dec 18139,4997,42643,343030 Sep 18138,1387,12242,745030 Jun 18137,4546,93342,574031 Mar 18137,8656,83942,200031 Dec 17135,8696,87941,536030 Sep 17134,0406,21440,979030 Jun 17132,4485,96140,327031 Mar 17129,8175,58039,741031 Dec 16129,2785,59938,846030 Sep 16127,0274,66537,827030 Jun 16127,2125,03436,692031 Mar 16125,9615,61235,367031 Dec 15123,2585,32034,373030 Sep 15125,0605,94133,4400質の高い収益: 9882は 高品質の収益 を持っています。利益率の向上: 9882の現在の純利益率 (7%)は、昨年(7.3%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 9882の収益は過去 5 年間で年間5.8%増加しました。成長の加速: 9882の過去 1 年間の収益成長率 ( 6.3% ) は、5 年間の平均 ( 年間5.8%を上回っています。収益対業界: 9882の過去 1 年間の収益成長率 ( 6.3% ) Specialty Retail業界6.8%を上回りませんでした。株主資本利益率高いROE: 9882の 自己資本利益率 ( 9.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YRetail 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/10 13:07終値2026/07/10 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yellow Hat Ltd. 1 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。4 アナリスト機関Natsumi NegishiDaiwa Securities Co. Ltd.Hiroaki MochidaMarusan Securities Co. Ltd.Hajime IkeuchiNomura Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • Jun 26Yellow Hat Ltd. to Report Q1, 2027 Results on Jul 31, 2026Yellow Hat Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥138 (up from JP¥124 in FY 2025). Revenue: JP¥171.3b (up 11% from FY 2025). Net income: JP¥12.0b (up 6.3% from FY 2025). Profit margin: 7.0% (down from 7.3% in FY 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 2.4%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09Yellow Hat Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Yellow Hat Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥71.31 (vs JP¥63.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥71.31 (up from JP¥63.42 in 3Q 2025). Revenue: JP¥53.0b (up 6.4% from 3Q 2025). Net income: JP¥6.15b (up 6.8% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 2 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 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 27Yellow Hat Ltd. to Report Q3, 2026 Results on Jan 30, 2026Yellow Hat Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥18.84 (vs JP¥18.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.84. Revenue: JP¥39.0b (up 13% from 2Q 2025). Net income: JP¥1.64b (down 4.1% from 2Q 2025). Profit margin: 4.2% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Jun 26Yellow Hat Ltd. to Report Q1, 2027 Results on Jul 31, 2026Yellow Hat Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
お知らせ • Jun 25Yellow Hat Ltd. Announces Board Changes, Effective June 24, 2026Yellow Hat Ltd. announced at the 68th Annual General Meeting of Shareholders held on June 24, 2026 appointed Yoshihito Sato as Director (external). Effective as of June 24, 2026. Messrs. Kazuyuki Sato, Tasuku Joko, Hiroyuki Motomura, and Shiro Saito retired from the office of Director due to the expiration of their terms of office.
Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥138 (up from JP¥124 in FY 2025). Revenue: JP¥171.3b (up 11% from FY 2025). Net income: JP¥12.0b (up 6.3% from FY 2025). Profit margin: 7.0% (down from 7.3% in FY 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 2.4%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09Yellow Hat Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Yellow Hat Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • May 08+ 1 more updateYellow Hat Ltd., Annual General Meeting, Jun 24, 2026Yellow Hat Ltd., Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥71.31 (vs JP¥63.42 in 3Q 2025)Third quarter 2026 results: EPS: JP¥71.31 (up from JP¥63.42 in 3Q 2025). Revenue: JP¥53.0b (up 6.4% from 3Q 2025). Net income: JP¥6.15b (up 6.8% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 5.0% p.a. on average during the next 2 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 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 27Yellow Hat Ltd. to Report Q3, 2026 Results on Jan 30, 2026Yellow Hat Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
Declared Dividend • Dec 06First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 1st June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (47% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥18.84 (vs JP¥18.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.84. Revenue: JP¥39.0b (up 13% from 2Q 2025). Net income: JP¥1.64b (down 4.1% from 2Q 2025). Profit margin: 4.2% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses.
分析記事 • Oct 30Yellow Hat Ltd.'s (TSE:9882) Earnings Are Not Doing Enough For Some InvestorsYellow Hat Ltd.'s ( TSE:9882 ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy right now...
お知らせ • Sep 30Yellow Hat Ltd. to Report Q2, 2026 Results on Oct 31, 2025Yellow Hat Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥30.33 (vs JP¥24.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥30.33 (up from JP¥24.40 in 1Q 2025). Revenue: JP¥40.3b (up 16% from 1Q 2025). Net income: JP¥2.68b (up 19% from 1Q 2025). Profit margin: 6.6% (up from 6.5% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but not covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 02Yellow Hat Ltd. to Report Q1, 2026 Results on Jul 31, 2025Yellow Hat Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥247 (vs JP¥111 in FY 2024)Full year 2025 results: EPS: JP¥247 (up from JP¥111 in FY 2024). Revenue: JP¥154.1b (up 5.1% from FY 2024). Net income: JP¥11.3b (up 9.8% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 129% Dividend yield: 3.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥247 (vs JP¥111 in FY 2024)Full year 2025 results: EPS: JP¥247 (up from JP¥111 in FY 2024). Revenue: JP¥154.1b (up 5.1% from FY 2024). Net income: JP¥11.3b (up 9.8% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 19% per year.
お知らせ • May 09Yellow Hat Ltd., Annual General Meeting, Jun 20, 2025Yellow Hat Ltd., Annual General Meeting, Jun 20, 2025.
分析記事 • Apr 15Slowing Rates Of Return At Yellow Hat (TSE:9882) Leave Little Room For ExcitementIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
お知らせ • Mar 27Yellow Hat Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Yellow Hat Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥127 (vs JP¥106 in 3Q 2024)Third quarter 2025 results: EPS: JP¥127 (up from JP¥106 in 3Q 2024). Revenue: JP¥49.9b (up 7.0% from 3Q 2024). Net income: JP¥5.76b (up 17% from 3Q 2024). Profit margin: 12% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 03Yellow Hat Ltd. to Report Q3, 2025 Results on Jan 31, 2025Yellow Hat Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥37.04 (vs JP¥35.80 in 2Q 2024)Second quarter 2025 results: EPS: JP¥37.04 (up from JP¥35.80 in 2Q 2024). Revenue: JP¥34.6b (up 6.0% from 2Q 2024). Net income: JP¥1.71b (up 3.6% from 2Q 2024). Profit margin: 4.9% (down from 5.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 29Investors Met With Slowing Returns on Capital At Yellow Hat (TSE:9882)There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
お知らせ • Sep 20Yellow Hat Ltd. to Report Q2, 2025 Results on Oct 31, 2024Yellow Hat Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥48.80 (vs JP¥52.24 in 1Q 2024)First quarter 2025 results: EPS: JP¥48.80 (down from JP¥52.24 in 1Q 2024). Revenue: JP¥34.7b (up 1.1% from 1Q 2024). Net income: JP¥2.26b (down 6.5% from 1Q 2024). Profit margin: 6.5% (down from 7.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year.
分析記事 • Jul 30Investors Don't See Light At End Of Yellow Hat Ltd.'s (TSE:9882) TunnelWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Yellow...
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥222 (vs JP¥231 in FY 2023)Full year 2024 results: EPS: JP¥222 (down from JP¥231 in FY 2023). Revenue: JP¥146.6b (flat on FY 2023). Net income: JP¥10.3b (down 3.8% from FY 2023). Profit margin: 7.0% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Jun 22Yellow Hat Ltd. to Report Q1, 2025 Results on Jul 31, 2024Yellow Hat Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • May 12Full year 2024 earnings released: EPS: JP¥222 (vs JP¥231 in FY 2023)Full year 2024 results: EPS: JP¥222 (down from JP¥231 in FY 2023). Revenue: JP¥146.6b (flat on FY 2023). Net income: JP¥10.3b (down 3.8% from FY 2023). Profit margin: 7.0% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Yellow Hat Ltd., Annual General Meeting, Jun 20, 2024Yellow Hat Ltd., Annual General Meeting, Jun 20, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
お知らせ • Mar 17Yellow Hat Ltd., Annual General Meeting, May 10, 2024Yellow Hat Ltd., Annual General Meeting, May 10, 2024.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥106 (vs JP¥110 in 3Q 2023)Third quarter 2024 results: EPS: JP¥106 (down from JP¥110 in 3Q 2023). Revenue: JP¥46.6b (flat on 3Q 2023). Net income: JP¥4.91b (down 3.7% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 09Yellow Hat Ltd. to Report Q3, 2024 Results on Jan 31, 2024Yellow Hat Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥35.80 (vs JP¥35.50 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.80 (up from JP¥35.50 in 2Q 2023). Revenue: JP¥32.7b (down 1.2% from 2Q 2023). Net income: JP¥1.65b (flat on 2Q 2023). Profit margin: 5.1% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥33.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Sep 09Yellow Hat Ltd. to Report Q2, 2024 Results on Oct 31, 2023Yellow Hat Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥52.24 (vs JP¥55.83 in 1Q 2023)First quarter 2024 results: EPS: JP¥52.24 (down from JP¥55.83 in 1Q 2023). Revenue: JP¥34.3b (up 3.0% from 1Q 2023). Net income: JP¥2.41b (down 6.4% from 1Q 2023). Profit margin: 7.0% (down from 7.7% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 24Full year 2023 earnings released: EPS: JP¥231 (vs JP¥209 in FY 2022)Full year 2023 results: EPS: JP¥231 (up from JP¥209 in FY 2022). Revenue: JP¥147.2b (flat on FY 2022). Net income: JP¥10.7b (up 10% from FY 2022). Profit margin: 7.2% (up from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 22Yellow Hat Ltd. to Report Q1, 2024 Results on Jul 31, 2023Yellow Hat Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥231 (vs JP¥209 in FY 2022)Full year 2023 results: EPS: JP¥231 (up from JP¥209 in FY 2022). Revenue: JP¥147.2b (flat on FY 2022). Net income: JP¥10.7b (up 10% from FY 2022). Profit margin: 7.2% (up from 6.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥31.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥110 (vs JP¥105 in 3Q 2022)Third quarter 2023 results: EPS: JP¥110 (up from JP¥105 in 3Q 2022). Revenue: JP¥46.4b (down 1.1% from 3Q 2022). Net income: JP¥5.10b (up 4.9% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Dec 18Yellow Hat Ltd. to Report Q3, 2023 Results on Jan 31, 2023Yellow Hat Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Taeko Kubo was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.50 (vs JP¥29.00 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.50 (up from JP¥29.00 in 2Q 2022). Revenue: JP¥33.1b (flat on 2Q 2022). Net income: JP¥1.64b (up 23% from 2Q 2022). Profit margin: 5.0% (up from 4.1% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥31.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Sep 18Yellow Hat Ltd. to Report Q2, 2023 Results on Oct 31, 2022Yellow Hat Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥55.83 (vs JP¥40.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥55.83 (up from JP¥40.14 in 1Q 2022). Revenue: JP¥33.3b (flat on 1Q 2022). Net income: JP¥2.58b (up 39% from 1Q 2022). Profit margin: 7.7% (up from 5.5% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥148.0b (flat on FY 2021). Net income: JP¥9.66b (up 13% from FY 2021). Profit margin: 6.5% (up from 5.8% in FY 2021).
お知らせ • Jun 24Yellow Hat Ltd. to Report Q1, 2023 Results on Jul 29, 2022Yellow Hat Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 12Yellow Hat Ltd., Annual General Meeting, Jun 22, 2022Yellow Hat Ltd., Annual General Meeting, Jun 22, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥209 (vs JP¥185 in FY 2021)Full year 2022 results: EPS: JP¥209 (up from JP¥185 in FY 2021). Revenue: JP¥148.0b (flat on FY 2021). Net income: JP¥9.66b (up 13% from FY 2021). Profit margin: 6.5% (up from 5.8% in FY 2021). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Taeko Kubo was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Yellow Hat Ltd. to Report Fiscal Year 2022 Results on May 10, 2022Yellow Hat Ltd. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥105 (up from JP¥103 in 3Q 2021). Revenue: JP¥47.0b (down 1.3% from 3Q 2021). Net income: JP¥4.86b (up 2.0% from 3Q 2021). Profit margin: 10% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥40.14 (vs JP¥29.69 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥33.4b (up 7.2% from 1Q 2021). Net income: JP¥1.85b (up 35% from 1Q 2021). Profit margin: 5.5% (up from 4.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥185 (vs JP¥159 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥147.0b (up 4.2% from FY 2020). Net income: JP¥8.55b (up 17% from FY 2020). Profit margin: 5.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥185 (vs JP¥159 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥147.0b (up 4.2% from FY 2020). Net income: JP¥8.55b (up 17% from FY 2020). Profit margin: 5.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 01 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%).
Is New 90 Day High Low • Mar 05New 90-day high: JP¥1,797The company is up 11% from its price of JP¥1,614 on 04 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Feb 05New 90-day high: JP¥1,774The company is up 4.0% from its price of JP¥1,708 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 7.0% over the same period.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥103 (vs JP¥62.76 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥47.6b (up 17% from 3Q 2020). Net income: JP¥4.76b (up 65% from 3Q 2020). Profit margin: 10.0% (up from 7.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 2% per year.
お知らせ • Dec 19Yellow Hat Ltd. to Report Q3, 2021 Results on Jan 29, 2021Yellow Hat Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Dec 02New 90-day low: JP¥1,587The company is down 10.0% from its price of JP¥1,766 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 15% over the same period.
お知らせ • Oct 10Yellow Hat Ltd. to Report Q2, 2021 Results on Nov 02, 2020Yellow Hat Ltd. announced that they will report Q2, 2021 results on Nov 02, 2020
お知らせ • Sep 08Yellow Hat Ltd. (TSE:9882) agreed to acquire Mizonokuchi Jidosha Co., Ltd.Yellow Hat Ltd. (TSE:9882) agreed to acquire Mizonokuchi Jidosha Co., Ltd. on September 8, 2020. Yellow Hat Ltd. will acquire 0.03 million shares. Pre transaction, Yellow Hat Ltd. holds no stake and post transction it will holds 100% stake in Mizonokuchi Jidosha Co., Ltd. Transaction was resolved by Board of Yellow Hat Ltd. on September 8, 2020. Completion is expected on October 1, 2020.