Tokyo Lifestyle（TKLF）株式概要東京ライフスタイル株式会社は、日本、中国、香港、米国、カナダ、タイ、英国で美容・健康・雑貨などの小売・卸売業を営んでいる。 詳細TKLF ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より47.6%で取引されている リスク分析意味のある時価総額がありません ( $8M )負債は営業キャッシュフローで十分にカバーされていない 利益率(1.5%)は昨年より低い(3.1%) 11.73%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るTKLF Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$2.0142.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6m337m2016201920222025202620282031Revenue US$336.6mEarnings US$4.9mAdvancedSet Fair ValueView all narrativesTokyo Lifestyle Co., Ltd. 競合他社DAVIDsTEASymbol: OTCPK:DTEA.FMarket cap: US$23.2mRent the RunwaySymbol: NasdaqGM:RENTMarket cap: US$114.0mBuild-A-Bear WorkshopSymbol: NYSE:BBWMarket cap: US$462.9mEnvelaSymbol: NYSEAM:ELAMarket cap: US$590.7m価格と性能株価の高値、安値、推移の概要Tokyo Lifestyle過去の株価現在の株価US$2.0152週高値US$4.3252週安値US$1.80ベータ0.261ヶ月の変化-10.33%3ヶ月変化-33.93%1年変化-48.89%3年間の変化-84.31%5年間の変化n/aIPOからの変化-99.37%最新ニュースValuation Update With 7 Day Price Move • Mar 18Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to US$2.21, the stock trades at a trailing P/E ratio of 2.1x. Average trailing P/E is 19x in the Specialty Retail industry in the US. Total loss to shareholders of 79% over the past three years.Buy Or Sell Opportunity • Mar 18Now 40% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$2.21. The fair value is estimated to be US$3.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.Buy Or Sell Opportunity • Mar 02Now 20% undervaluedOver the last 90 days, the stock has risen 12% to US$2.90. The fair value is estimated to be US$3.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.Buy Or Sell Opportunity • Feb 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to US$2.85. The fair value is estimated to be US$3.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.分析記事 • Jan 04Market Might Still Lack Some Conviction On Tokyo Lifestyle Co., Ltd. (NASDAQ:TKLF) Even After 28% Share Price BoostTokyo Lifestyle Co., Ltd. ( NASDAQ:TKLF ) shareholders are no doubt pleased to see that the share price has bounced 28...Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$3.02, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 20x in the Specialty Retail industry in the US. Total loss to shareholders of 75% over the past three years.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Mar 18Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to US$2.21, the stock trades at a trailing P/E ratio of 2.1x. Average trailing P/E is 19x in the Specialty Retail industry in the US. Total loss to shareholders of 79% over the past three years.Buy Or Sell Opportunity • Mar 18Now 40% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$2.21. The fair value is estimated to be US$3.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.Buy Or Sell Opportunity • Mar 02Now 20% undervaluedOver the last 90 days, the stock has risen 12% to US$2.90. The fair value is estimated to be US$3.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.Buy Or Sell Opportunity • Feb 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to US$2.85. The fair value is estimated to be US$3.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.分析記事 • Jan 04Market Might Still Lack Some Conviction On Tokyo Lifestyle Co., Ltd. (NASDAQ:TKLF) Even After 28% Share Price BoostTokyo Lifestyle Co., Ltd. ( NASDAQ:TKLF ) shareholders are no doubt pleased to see that the share price has bounced 28...Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$3.02, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 20x in the Specialty Retail industry in the US. Total loss to shareholders of 75% over the past three years.分析記事 • Dec 25Tokyo Lifestyle (NASDAQ:TKLF) Could Be Struggling To Allocate CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Reported Earnings • Dec 23First half 2026 earnings released: US$0.20 loss per share (vs US$0.32 profit in 1H 2025)First half 2026 results: US$0.20 loss per share (down from US$0.32 profit in 1H 2025). Revenue: US$190.4m (up 94% from 1H 2025). Net loss: US$860.0k (down 164% from profit in 1H 2025). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.New Risk • Dec 10New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.95m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 6.4% per year over the past 5 years. Market cap is less than US$10m (US$9.95m market cap).分析記事 • Oct 17Earnings Working Against Tokyo Lifestyle Co., Ltd.'s (NASDAQ:TKLF) Share PriceWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...分析記事 • Jul 15Tokyo Lifestyle Co., Ltd.'s (NASDAQ:TKLF) Share Price Is Matching Sentiment Around Its EarningsWith a price-to-earnings (or "P/E") ratio of 2.7x Tokyo Lifestyle Co., Ltd. ( NASDAQ:TKLF ) may be sending very bullish...Reported Earnings • Jul 13Full year 2025 earnings released: EPS: US$1.57 (vs US$2.01 in FY 2024)Full year 2025 results: EPS: US$1.57 (down from US$2.01 in FY 2024). Revenue: US$210.1m (up 7.4% from FY 2024). Net income: US$6.64m (down 11% from FY 2024). Profit margin: 3.2% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.New Risk • Jul 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 20% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Market cap is less than US$100m (US$15.8m market cap).お知らせ • Jul 02Tokyo Lifestyle Co., Ltd. to Report Fiscal Year 2025 Results on Jul 10, 2025Tokyo Lifestyle Co., Ltd. announced that they will report fiscal year 2025 results at 9:30 AM, US Eastern Standard Time on Jul 10, 2025Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Corporate Auditor Tadao Iwamatsu was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Jun 23Tokyo Lifestyle Co., Ltd., Annual General Meeting, Jun 27, 2025Tokyo Lifestyle Co., Ltd., Annual General Meeting, Jun 27, 2025, at 11:00 Tokyo Standard Time. Location: harumi bldg, 5th floor, kotobashi 2-5-9, sumida-ku, tokyo japan, Japan分析記事 • Feb 28We Think Tokyo Lifestyle (NASDAQ:TKLF) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$3.95, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 16x in the Specialty Retail industry in the US. Total loss to shareholders of 91% over the past three years.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$3.75, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 17x in the Specialty Retail industry in the US. Total loss to shareholders of 46% over the past year.分析記事 • Dec 21Tokyo Lifestyle (NASDAQ:TKLF) May Have Issues Allocating Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Reported Earnings • Dec 20First half 2025 earnings released: EPS: US$0.32 (vs US$0.54 in 1H 2024)First half 2025 results: EPS: US$0.32 (down from US$0.54 in 1H 2024). Revenue: US$98.0m (up 32% from 1H 2024). Net income: US$1.34m (down 32% from 1H 2024). Profit margin: 1.4% (down from 2.6% in 1H 2024). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$3.84, the stock trades at a trailing P/E ratio of 2.2x. Average trailing P/E is 18x in the Specialty Retail industry in the US. Total loss to shareholders of 51% over the past year.お知らせ • Dec 09Tokyo Lifestyle Co., Ltd. to Report First Half, 2025 Results on Dec 18, 2024Tokyo Lifestyle Co., Ltd. announced that they will report first half, 2025 results on Dec 18, 2024Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to US$2.66, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 16x in the Specialty Retail industry in the US. Total loss to shareholders of 65% over the past year.分析記事 • Oct 26Getting In Cheap On Yoshitsu Co., Ltd (NASDAQ:TKLF) Is UnlikelyWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...分析記事 • Aug 31The Returns On Capital At Yoshitsu (NASDAQ:TKLF) Don't Inspire ConfidenceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jul 17Yoshitsu Co., Ltd's (NASDAQ:TKLF) 183% Share Price Surge Not Quite Adding UpYoshitsu Co., Ltd ( NASDAQ:TKLF ) shareholders have had their patience rewarded with a 183% share price jump in the...お知らせ • Jul 09Yoshitsu Co., Ltd to Report Fiscal Year 2024 Results on Jul 16, 2024Yoshitsu Co., Ltd announced that they will report fiscal year 2024 results at 9:30 AM, US Eastern Standard Time on Jul 16, 2024分析記事 • Jun 23Yoshitsu (NASDAQ:TKLF) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jun 15Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2024Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2024. Location: tokyo JapanNew Risk • Apr 16New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.99m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (US$9.99m market cap). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).New Risk • Feb 06New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.08m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (23% average weekly change). Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (US$9.08m market cap). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).New Risk • Jan 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (24% average weekly change). Earnings have declined by 59% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (US$11.1m market cap).お知らせ • Jan 28Yoshitsu Co., Ltd has filed a Follow-on Equity Offering in the amount of $4.000002 million.Yoshitsu Co., Ltd has filed a Follow-on Equity Offering in the amount of $4.000002 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 5,970,152 Price\Range: $0.67 Transaction Features: Registered Direct OfferingNew Risk • Jan 20New 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 American stocks, typically moving 17% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 59% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$28.3m market cap).分析記事 • Dec 29Unpleasant Surprises Could Be In Store For Yoshitsu Co., Ltd's (NASDAQ:TKLF) SharesWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...Reported Earnings • Dec 27First half 2024 earnings released: EPS: US$0.054 (vs US$0.009 in 1H 2023)First half 2024 results: EPS: US$0.054 (up from US$0.009 in 1H 2023). Revenue: US$74.2m (down 4.4% from 1H 2023). Net income: US$1.95m (up 497% from 1H 2023). Profit margin: 2.6% (up from 0.4% in 1H 2023). The increase in margin was driven by lower expenses.お知らせ • Dec 20Yoshitsu Co., Ltd to Report First Half, 2024 Results on Dec 22, 2023Yoshitsu Co., Ltd announced that they will report first half, 2024 results on Dec 22, 2023New Risk • Oct 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10.0% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 46% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10.0% average weekly change). Market cap is less than US$100m (US$37.0m market cap).Reported Earnings • Aug 01Full year 2023 earnings released: US$0.22 loss per share (vs US$0.10 profit in FY 2022)Full year 2023 results: US$0.22 loss per share (down from US$0.10 profit in FY 2022). Revenue: US$169.7m (down 26% from FY 2022). Net loss: US$8.05m (down 346% from profit in FY 2022).お知らせ • Jul 21Yoshitsu Co., Ltd, Annual General Meeting, Jul 25, 2023Yoshitsu Co., Ltd, Annual General Meeting, Jul 25, 2023, at 11:00 Tokyo Standard Time. Location: 5th Floor, Harumi Building 2-5-9 Kotohashi Sumida-Ku Japan Agenda: To consider updated business report for the 17th fiscal year (from April 1, 2022, to March 31, 2023), including the financial statements and the audit Report of the financial statements by the accounting auditors and the board of statutory auditors.お知らせ • Jul 14+ 1 more updateSeihinKokusai Co., Ltd acquired 40% stake in Palpito Co., Ltd from Yoshitsu Co., Ltd (NasdaqCM:TKLF) for ¥40 million.SeihinKokusai Co., Ltd entered into a share transfer agreement to acquire 40% stake in Palpito Co., Ltd from Yoshitsu Co., Ltd (NasdaqCM:TKLF) for ¥40 million on June 30, 2023. The transaction was approved by the Board of Directors of Yoshitsu.SeihinKokusai Co., Ltd completed the acquisition of 40% stake in Palpito Co., Ltd from Yoshitsu Co., Ltd (NasdaqCM:TKLF) on July 1, 2023.お知らせ • Jun 22Yoshitsu Co., Ltd, Annual General Meeting, Jun 30, 2023Yoshitsu Co., Ltd, Annual General Meeting, Jun 30, 2023, at 11:00 Tokyo Standard Time. Location: 5th Floor, Harumi Building, 2-5-9 Kotohashi, Sumida-ku Tokyo Japan Agenda: To consider regarding the Business Report for the 17th fiscal year (from April 1, 2022, to March 31, 2023), Financial Statements, and the Audit Report on the Financial Statements by the Auditors and the Board of Corporate Auditors, which financial statements were based upon statutory financial results as prepared in accordance with Japanese GAAP; to consider Reappointments of four Directors; an to consider other matters.New Risk • Jun 12New 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 American stocks, typically moving 16% 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 Interest payments are not well covered by earnings (1.1x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 10% per year over the past 5 years. High level of non-cash earnings (21% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (US$49.7m market cap).Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 25%After last week's 25% share price gain to US$1.62, the stock trades at a trailing P/E ratio of 35.6x. Average trailing P/E is 11x in the Specialty Retail industry in the US. Total loss to shareholders of 4.7% over the past year.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$1.41, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 30% over the past year.Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$1.21, the stock trades at a trailing P/E ratio of 26.6x. Average trailing P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 45% over the past year.分析記事 • Mar 29Investors Could Be Concerned With Yoshitsu's (NASDAQ:TKLF) Returns On CapitalThere 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...Reported Earnings • Mar 25First half 2023 earnings released: EPS: US$0.01 (vs US$0.088 in 1H 2022)First half 2023 results: EPS: US$0.01 (down from US$0.088 in 1H 2022). Revenue: US$77.6m (down 31% from 1H 2022). Net income: US$327.6k (down 87% from 1H 2022). Profit margin: 0.4% (down from 2.2% in 1H 2022). The decrease in margin was driven by lower revenue.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$1.17, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 8x in the Specialty Retail industry in the US.Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Representative Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Nov 01There's Reason For Concern Over Yoshitsu Co., Ltd's (NASDAQ:TKLF) PriceIt's not a stretch to say that Yoshitsu Co., Ltd's ( NASDAQ:TKLF ) price-to-earnings (or "P/E") ratio of 15.2x right...Board Change • Oct 29High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Representative Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Seeking Alpha • Aug 15Yoshitsu GAAP EPS of $0.10, revenue of $228.4MYoshitsu press release (NASDAQ:TKLF): FY GAAP EPS of $0.10. Revenue of $228.4M (+3.1% Y/Y). As of March 31, 2022, the company had cash of $17.7M, compared to $16.4M as of March 31, 2021.お知らせ • Aug 04Yoshitsu Co., Ltd to Report Fiscal Year 2022 Results on Aug 15, 2022Yoshitsu Co., Ltd announced that they will report fiscal year 2022 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2022お知らせ • Jul 30Yoshitsu Co., Ltd announced delayed 20-F filingOn 07/29/2022, Yoshitsu Co., Ltd announced that they will be unable to file their next 20-F by the deadline required by the SEC.お知らせ • Jul 23Yoshitsu Co., Ltd (NasdaqCM:TKLF) entered into an agreement to acquire Tokyo Lifestyle Limited from All Seas Global Limited for approximately ¥390 million.Yoshitsu Co., Ltd (NasdaqCM:TKLF) entered into an agreement to acquire Tokyo Lifestyle Limited from All Seas Global Limited for approximately ¥390 million on July 20, 2022. The deal has been approved by the board of Yoshitsu. The deal is subject to approval by shareholders of Yoshitsu and regulatory board. The deal is expected to close by the end of July, 2022.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 58% share price gain to US$2.30, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 6x in the Specialty Retail industry in the US.Seeking Alpha • Jul 22Yoshitsu rallies on acquisition of cosmetics retailer 'Tokyo Lifestyle' at $2.8M dealYoshitsu (NASDAQ:TKLF) shares gained 40% premarket, Friday, after the Japanese cosmetics marketer announced the deal to acquire Tokyo Lifestyle Limited in all-cash transaction. Based in Hong Kong, Tokyo Lifestyle Limited is a company principally engaged in the import and retail of Japanese beauty and cosmetic products and operates live e-commerce business through its wholly-owned subsidiary, Shenzhen Qingzhiliangpin Network Technology. Purchase Consideration: Yoshitsu said together with All Seas Global it has agreed to pay $2.81M (JPY392M) in cash for the purchase of 100% of Tokyo Lifestyle. The acquisition comes in line with Yoshitsu's strategy to expand its business in the Southeast Asia market and advance digital footprints. Closing of the transaction is expected by the end of July 2022. "The foregoing strategy is expected to improve our customers’ shopping experience and meet new market demands. We expect the acquisition of TL to strengthen our position in the marketplace and deliver higher value to our shareholders," said Mei Kanayama, the Principal Executive Officer of Yoshitsu. Earlier: Yoshitsu stock retreats 20% after rallying 30% in prior sessionValuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 39% share price gain to US$1.69, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 6x in the Specialty Retail industry in the US.お知らせ • Jun 10Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2022Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2022, at 11:00 Tokyo Standard Time. Location: Yoshitsu Co., Ltd Harumi Building, 2-5-9 Kotobashi Sumida-ku Tokyo Japan Agenda: To consider the Business Report and the Non-Consolidated (Audited) Financial Statements, and Report on the Results of the Audit of the Non-Consolidated (Audited) Financial Statements by the Accounting Auditor and the Board of Corporate Auditors for the 16th fiscal year; to elect one corporate Auditor; to consider recommendation of the board; and to transact other matters.Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$1.50, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 7x in the Specialty Retail industry in the US.Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 01First half 2022 earnings released: EPS: US$0.088 (vs US$0.064 in 1H 2021)First half 2022 results: EPS: US$0.088 (up from US$0.064 in 1H 2021). Revenue: US$112.3m (up 35% from 1H 2021). Net income: US$2.42m (up 41% from 1H 2021). Profit margin: 2.2% (in line with 1H 2021).Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$2.90, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 8x in the Specialty Retail industry in the US.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$2.29, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 9x in the Specialty Retail industry in the US.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$2.44, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 9x in the Specialty Retail industry in the US.Board Change • Jan 14High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.株主還元TKLFUS Specialty RetailUS 市場7D-3.4%-3.3%-1.0%1Y-48.9%-6.8%23.3%株主還元を見る業界別リターン: TKLF過去 1 年間で-6.8 % の収益を上げたUS Specialty Retail業界を下回りました。リターン対市場: TKLFは、過去 1 年間で23.3 % のリターンを上げたUS市場を下回りました。価格変動Is TKLF's price volatile compared to industry and market?TKLF volatilityTKLF Average Weekly Movement11.1%Specialty Retail Industry Average Movement7.3%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: TKLF 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TKLFの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2006130Mei Kanayamawww.ystbek.co.jp株式会社東京ライフスタイルは、日本、中国、香港、米国、カナダ、タイ、英国において、美容・健康・雑貨などの小売・卸売業を営んでいる。主力ブランド「東京ライフスタイル」で商品を販売している。ファンデーション、パウダー、コンシーラー、メイク落とし、アイライナー、アイシャドウ、眉パウダー、眉ペンシル、マスカラ、リップグロス、口紅、マニキュアからなる化粧品、洗顔料、美白製品、日焼け止め、保湿剤、フェイシャルマスク、アイマスク、アイジェル、角質除去からなるスキンケア、ブラシ、パフ、カーラー、ヘアアイロン、シェーバー製品などの化粧品アプリケーターを提供している。また、シャンプー、コンディショナー、ボディーソープ、女性用・男性用の香水やコロンなどのフレグランス製品も提供している。さらに、男性向けには洗顔料、引き締めローション、収れん剤、保湿剤、ベビー・子供向けにはリップクリーム、ローション、シャンプー、石鹸、エッセンスオイルを提供している。さらに、風邪、頭痛、胃痛、咳、眼精疲労などの治療用OTC医薬品や、包帯、マスク、体温計、消毒スプレー、アイマスク、コンタクトレンズ、コンタクトレンズ洗浄剤・溶液などの医療用品・機器も提供している。さらに、ビタミン、ミネラル、食物繊維サプリメント、栄養酵母、栄養補助食品、その他の栄養補助食品、寝具・バス用品、家庭装飾品、ダイニング・テーブル用品、収納容器、カー用品、洗浄剤、ランドリー用品、スパ用品、衣類、粉ミルク、おむつ、食品、アルコール飲料、雑貨なども提供している。また、ブランド時計、香水、ハンドバッグ、衣料品、宝飾品、任天堂スイッチ、Xboxシリーズ製品も提供している。旧社名は株式会社ヨシツで、2024年10月に株式会社東京ライフスタイルに社名変更した。株式会社東京ライフスタイルは2006年に設立され、東京に本社を置く。もっと見るTokyo Lifestyle Co., Ltd. 基礎のまとめTokyo Lifestyle の収益と売上を時価総額と比較するとどうか。TKLF 基礎統計学時価総額US$8.47m収益（TTM）US$4.44m売上高(TTM)US$302.54m1.9xPER（株価収益率0.0xP/SレシオTKLF は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TKLF 損益計算書（TTM）収益US$302.54m売上原価US$275.00m売上総利益US$27.53mその他の費用US$23.09m収益US$4.44m直近の収益報告Sep 30, 2025次回決算日該当なし一株当たり利益（EPS）1.05グロス・マージン9.10%純利益率1.47%有利子負債／自己資本比率167.1%TKLF の長期的なパフォーマンスは？過去の実績と比較を見る配当金11.7%現在の配当利回り12%配当性向View Valuation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2026/05/20 01:51終値2026/05/20 00:00収益2025/09/30年間収益2025/03/31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Tokyo Lifestyle Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to US$2.21, the stock trades at a trailing P/E ratio of 2.1x. Average trailing P/E is 19x in the Specialty Retail industry in the US. Total loss to shareholders of 79% over the past three years.
Buy Or Sell Opportunity • Mar 18Now 40% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$2.21. The fair value is estimated to be US$3.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.
Buy Or Sell Opportunity • Mar 02Now 20% undervaluedOver the last 90 days, the stock has risen 12% to US$2.90. The fair value is estimated to be US$3.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.
Buy Or Sell Opportunity • Feb 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to US$2.85. The fair value is estimated to be US$3.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.
分析記事 • Jan 04Market Might Still Lack Some Conviction On Tokyo Lifestyle Co., Ltd. (NASDAQ:TKLF) Even After 28% Share Price BoostTokyo Lifestyle Co., Ltd. ( NASDAQ:TKLF ) shareholders are no doubt pleased to see that the share price has bounced 28...
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$3.02, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 20x in the Specialty Retail industry in the US. Total loss to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to US$2.21, the stock trades at a trailing P/E ratio of 2.1x. Average trailing P/E is 19x in the Specialty Retail industry in the US. Total loss to shareholders of 79% over the past three years.
Buy Or Sell Opportunity • Mar 18Now 40% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$2.21. The fair value is estimated to be US$3.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.
Buy Or Sell Opportunity • Mar 02Now 20% undervaluedOver the last 90 days, the stock has risen 12% to US$2.90. The fair value is estimated to be US$3.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.
Buy Or Sell Opportunity • Feb 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to US$2.85. The fair value is estimated to be US$3.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%.
分析記事 • Jan 04Market Might Still Lack Some Conviction On Tokyo Lifestyle Co., Ltd. (NASDAQ:TKLF) Even After 28% Share Price BoostTokyo Lifestyle Co., Ltd. ( NASDAQ:TKLF ) shareholders are no doubt pleased to see that the share price has bounced 28...
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$3.02, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 20x in the Specialty Retail industry in the US. Total loss to shareholders of 75% over the past three years.
分析記事 • Dec 25Tokyo Lifestyle (NASDAQ:TKLF) Could Be Struggling To Allocate CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Reported Earnings • Dec 23First half 2026 earnings released: US$0.20 loss per share (vs US$0.32 profit in 1H 2025)First half 2026 results: US$0.20 loss per share (down from US$0.32 profit in 1H 2025). Revenue: US$190.4m (up 94% from 1H 2025). Net loss: US$860.0k (down 164% from profit in 1H 2025). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
New Risk • Dec 10New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.95m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 6.4% per year over the past 5 years. Market cap is less than US$10m (US$9.95m market cap).
分析記事 • Oct 17Earnings Working Against Tokyo Lifestyle Co., Ltd.'s (NASDAQ:TKLF) Share PriceWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
分析記事 • Jul 15Tokyo Lifestyle Co., Ltd.'s (NASDAQ:TKLF) Share Price Is Matching Sentiment Around Its EarningsWith a price-to-earnings (or "P/E") ratio of 2.7x Tokyo Lifestyle Co., Ltd. ( NASDAQ:TKLF ) may be sending very bullish...
Reported Earnings • Jul 13Full year 2025 earnings released: EPS: US$1.57 (vs US$2.01 in FY 2024)Full year 2025 results: EPS: US$1.57 (down from US$2.01 in FY 2024). Revenue: US$210.1m (up 7.4% from FY 2024). Net income: US$6.64m (down 11% from FY 2024). Profit margin: 3.2% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
New Risk • Jul 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 20% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Market cap is less than US$100m (US$15.8m market cap).
お知らせ • Jul 02Tokyo Lifestyle Co., Ltd. to Report Fiscal Year 2025 Results on Jul 10, 2025Tokyo Lifestyle Co., Ltd. announced that they will report fiscal year 2025 results at 9:30 AM, US Eastern Standard Time on Jul 10, 2025
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Corporate Auditor Tadao Iwamatsu was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Jun 23Tokyo Lifestyle Co., Ltd., Annual General Meeting, Jun 27, 2025Tokyo Lifestyle Co., Ltd., Annual General Meeting, Jun 27, 2025, at 11:00 Tokyo Standard Time. Location: harumi bldg, 5th floor, kotobashi 2-5-9, sumida-ku, tokyo japan, Japan
分析記事 • Feb 28We Think Tokyo Lifestyle (NASDAQ:TKLF) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$3.95, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 16x in the Specialty Retail industry in the US. Total loss to shareholders of 91% over the past three years.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$3.75, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 17x in the Specialty Retail industry in the US. Total loss to shareholders of 46% over the past year.
分析記事 • Dec 21Tokyo Lifestyle (NASDAQ:TKLF) May Have Issues Allocating Its CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Reported Earnings • Dec 20First half 2025 earnings released: EPS: US$0.32 (vs US$0.54 in 1H 2024)First half 2025 results: EPS: US$0.32 (down from US$0.54 in 1H 2024). Revenue: US$98.0m (up 32% from 1H 2024). Net income: US$1.34m (down 32% from 1H 2024). Profit margin: 1.4% (down from 2.6% in 1H 2024). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$3.84, the stock trades at a trailing P/E ratio of 2.2x. Average trailing P/E is 18x in the Specialty Retail industry in the US. Total loss to shareholders of 51% over the past year.
お知らせ • Dec 09Tokyo Lifestyle Co., Ltd. to Report First Half, 2025 Results on Dec 18, 2024Tokyo Lifestyle Co., Ltd. announced that they will report first half, 2025 results on Dec 18, 2024
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 34%After last week's 34% share price decline to US$2.66, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 16x in the Specialty Retail industry in the US. Total loss to shareholders of 65% over the past year.
分析記事 • Oct 26Getting In Cheap On Yoshitsu Co., Ltd (NASDAQ:TKLF) Is UnlikelyWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...
分析記事 • Aug 31The Returns On Capital At Yoshitsu (NASDAQ:TKLF) Don't Inspire ConfidenceIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jul 17Yoshitsu Co., Ltd's (NASDAQ:TKLF) 183% Share Price Surge Not Quite Adding UpYoshitsu Co., Ltd ( NASDAQ:TKLF ) shareholders have had their patience rewarded with a 183% share price jump in the...
お知らせ • Jul 09Yoshitsu Co., Ltd to Report Fiscal Year 2024 Results on Jul 16, 2024Yoshitsu Co., Ltd announced that they will report fiscal year 2024 results at 9:30 AM, US Eastern Standard Time on Jul 16, 2024
分析記事 • Jun 23Yoshitsu (NASDAQ:TKLF) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jun 15Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2024Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2024. Location: tokyo Japan
New Risk • Apr 16New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.99m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (US$9.99m market cap). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).
New Risk • Feb 06New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.08m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (23% average weekly change). Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (US$9.08m market cap). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).
New Risk • Jan 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (24% average weekly change). Earnings have declined by 59% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (US$11.1m market cap).
お知らせ • Jan 28Yoshitsu Co., Ltd has filed a Follow-on Equity Offering in the amount of $4.000002 million.Yoshitsu Co., Ltd has filed a Follow-on Equity Offering in the amount of $4.000002 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 5,970,152 Price\Range: $0.67 Transaction Features: Registered Direct Offering
New Risk • Jan 20New 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 American stocks, typically moving 17% 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 Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 59% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$28.3m market cap).
分析記事 • Dec 29Unpleasant Surprises Could Be In Store For Yoshitsu Co., Ltd's (NASDAQ:TKLF) SharesWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...
Reported Earnings • Dec 27First half 2024 earnings released: EPS: US$0.054 (vs US$0.009 in 1H 2023)First half 2024 results: EPS: US$0.054 (up from US$0.009 in 1H 2023). Revenue: US$74.2m (down 4.4% from 1H 2023). Net income: US$1.95m (up 497% from 1H 2023). Profit margin: 2.6% (up from 0.4% in 1H 2023). The increase in margin was driven by lower expenses.
お知らせ • Dec 20Yoshitsu Co., Ltd to Report First Half, 2024 Results on Dec 22, 2023Yoshitsu Co., Ltd announced that they will report first half, 2024 results on Dec 22, 2023
New Risk • Oct 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10.0% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 46% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10.0% average weekly change). Market cap is less than US$100m (US$37.0m market cap).
Reported Earnings • Aug 01Full year 2023 earnings released: US$0.22 loss per share (vs US$0.10 profit in FY 2022)Full year 2023 results: US$0.22 loss per share (down from US$0.10 profit in FY 2022). Revenue: US$169.7m (down 26% from FY 2022). Net loss: US$8.05m (down 346% from profit in FY 2022).
お知らせ • Jul 21Yoshitsu Co., Ltd, Annual General Meeting, Jul 25, 2023Yoshitsu Co., Ltd, Annual General Meeting, Jul 25, 2023, at 11:00 Tokyo Standard Time. Location: 5th Floor, Harumi Building 2-5-9 Kotohashi Sumida-Ku Japan Agenda: To consider updated business report for the 17th fiscal year (from April 1, 2022, to March 31, 2023), including the financial statements and the audit Report of the financial statements by the accounting auditors and the board of statutory auditors.
お知らせ • Jul 14+ 1 more updateSeihinKokusai Co., Ltd acquired 40% stake in Palpito Co., Ltd from Yoshitsu Co., Ltd (NasdaqCM:TKLF) for ¥40 million.SeihinKokusai Co., Ltd entered into a share transfer agreement to acquire 40% stake in Palpito Co., Ltd from Yoshitsu Co., Ltd (NasdaqCM:TKLF) for ¥40 million on June 30, 2023. The transaction was approved by the Board of Directors of Yoshitsu.SeihinKokusai Co., Ltd completed the acquisition of 40% stake in Palpito Co., Ltd from Yoshitsu Co., Ltd (NasdaqCM:TKLF) on July 1, 2023.
お知らせ • Jun 22Yoshitsu Co., Ltd, Annual General Meeting, Jun 30, 2023Yoshitsu Co., Ltd, Annual General Meeting, Jun 30, 2023, at 11:00 Tokyo Standard Time. Location: 5th Floor, Harumi Building, 2-5-9 Kotohashi, Sumida-ku Tokyo Japan Agenda: To consider regarding the Business Report for the 17th fiscal year (from April 1, 2022, to March 31, 2023), Financial Statements, and the Audit Report on the Financial Statements by the Auditors and the Board of Corporate Auditors, which financial statements were based upon statutory financial results as prepared in accordance with Japanese GAAP; to consider Reappointments of four Directors; an to consider other matters.
New Risk • Jun 12New 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 American stocks, typically moving 16% 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 Interest payments are not well covered by earnings (1.1x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 10% per year over the past 5 years. High level of non-cash earnings (21% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (US$49.7m market cap).
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 25%After last week's 25% share price gain to US$1.62, the stock trades at a trailing P/E ratio of 35.6x. Average trailing P/E is 11x in the Specialty Retail industry in the US. Total loss to shareholders of 4.7% over the past year.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$1.41, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 30% over the past year.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$1.21, the stock trades at a trailing P/E ratio of 26.6x. Average trailing P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 45% over the past year.
分析記事 • Mar 29Investors Could Be Concerned With Yoshitsu's (NASDAQ:TKLF) Returns On CapitalThere 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...
Reported Earnings • Mar 25First half 2023 earnings released: EPS: US$0.01 (vs US$0.088 in 1H 2022)First half 2023 results: EPS: US$0.01 (down from US$0.088 in 1H 2022). Revenue: US$77.6m (down 31% from 1H 2022). Net income: US$327.6k (down 87% from 1H 2022). Profit margin: 0.4% (down from 2.2% in 1H 2022). The decrease in margin was driven by lower revenue.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$1.17, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 8x in the Specialty Retail industry in the US.
Board Change • Nov 16High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Representative Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Nov 01There's Reason For Concern Over Yoshitsu Co., Ltd's (NASDAQ:TKLF) PriceIt's not a stretch to say that Yoshitsu Co., Ltd's ( NASDAQ:TKLF ) price-to-earnings (or "P/E") ratio of 15.2x right...
Board Change • Oct 29High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Representative Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Seeking Alpha • Aug 15Yoshitsu GAAP EPS of $0.10, revenue of $228.4MYoshitsu press release (NASDAQ:TKLF): FY GAAP EPS of $0.10. Revenue of $228.4M (+3.1% Y/Y). As of March 31, 2022, the company had cash of $17.7M, compared to $16.4M as of March 31, 2021.
お知らせ • Aug 04Yoshitsu Co., Ltd to Report Fiscal Year 2022 Results on Aug 15, 2022Yoshitsu Co., Ltd announced that they will report fiscal year 2022 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2022
お知らせ • Jul 30Yoshitsu Co., Ltd announced delayed 20-F filingOn 07/29/2022, Yoshitsu Co., Ltd announced that they will be unable to file their next 20-F by the deadline required by the SEC.
お知らせ • Jul 23Yoshitsu Co., Ltd (NasdaqCM:TKLF) entered into an agreement to acquire Tokyo Lifestyle Limited from All Seas Global Limited for approximately ¥390 million.Yoshitsu Co., Ltd (NasdaqCM:TKLF) entered into an agreement to acquire Tokyo Lifestyle Limited from All Seas Global Limited for approximately ¥390 million on July 20, 2022. The deal has been approved by the board of Yoshitsu. The deal is subject to approval by shareholders of Yoshitsu and regulatory board. The deal is expected to close by the end of July, 2022.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 58% share price gain to US$2.30, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 6x in the Specialty Retail industry in the US.
Seeking Alpha • Jul 22Yoshitsu rallies on acquisition of cosmetics retailer 'Tokyo Lifestyle' at $2.8M dealYoshitsu (NASDAQ:TKLF) shares gained 40% premarket, Friday, after the Japanese cosmetics marketer announced the deal to acquire Tokyo Lifestyle Limited in all-cash transaction. Based in Hong Kong, Tokyo Lifestyle Limited is a company principally engaged in the import and retail of Japanese beauty and cosmetic products and operates live e-commerce business through its wholly-owned subsidiary, Shenzhen Qingzhiliangpin Network Technology. Purchase Consideration: Yoshitsu said together with All Seas Global it has agreed to pay $2.81M (JPY392M) in cash for the purchase of 100% of Tokyo Lifestyle. The acquisition comes in line with Yoshitsu's strategy to expand its business in the Southeast Asia market and advance digital footprints. Closing of the transaction is expected by the end of July 2022. "The foregoing strategy is expected to improve our customers’ shopping experience and meet new market demands. We expect the acquisition of TL to strengthen our position in the marketplace and deliver higher value to our shareholders," said Mei Kanayama, the Principal Executive Officer of Yoshitsu. Earlier: Yoshitsu stock retreats 20% after rallying 30% in prior session
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improved over the past weekAfter last week's 39% share price gain to US$1.69, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 6x in the Specialty Retail industry in the US.
お知らせ • Jun 10Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2022Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2022, at 11:00 Tokyo Standard Time. Location: Yoshitsu Co., Ltd Harumi Building, 2-5-9 Kotobashi Sumida-ku Tokyo Japan Agenda: To consider the Business Report and the Non-Consolidated (Audited) Financial Statements, and Report on the Results of the Audit of the Non-Consolidated (Audited) Financial Statements by the Accounting Auditor and the Board of Corporate Auditors for the 16th fiscal year; to elect one corporate Auditor; to consider recommendation of the board; and to transact other matters.
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$1.50, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 7x in the Specialty Retail industry in the US.
Board Change • Apr 27High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 01First half 2022 earnings released: EPS: US$0.088 (vs US$0.064 in 1H 2021)First half 2022 results: EPS: US$0.088 (up from US$0.064 in 1H 2021). Revenue: US$112.3m (up 35% from 1H 2021). Net income: US$2.42m (up 41% from 1H 2021). Profit margin: 2.2% (in line with 1H 2021).
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$2.90, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 8x in the Specialty Retail industry in the US.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$2.29, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 9x in the Specialty Retail industry in the US.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$2.44, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 9x in the Specialty Retail industry in the US.
Board Change • Jan 14High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
