Reported Earnings • May 15
First quarter 2026 earnings released: EPS: JP¥89.37 (vs JP¥48.57 in 1Q 2025) First quarter 2026 results: EPS: JP¥89.37 (up from JP¥48.57 in 1Q 2025). Revenue: JP¥13.6b (up 7.1% from 1Q 2025). Net income: JP¥669.0m (up 85% from 1Q 2025). Profit margin: 4.9% (up from 2.8% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. New Risk • Feb 16
New major risk - Revenue and earnings growth Earnings have declined by 0.6% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.6% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (118% cash payout ratio). Large one-off items impacting financial results. Reported Earnings • Feb 16
Full year 2025 earnings released: EPS: JP¥198 (vs JP¥260 in FY 2024) Full year 2025 results: EPS: JP¥198 (down from JP¥260 in FY 2024). Revenue: JP¥52.1b (down 4.8% from FY 2024). Net income: JP¥1.47b (down 23% from FY 2024). Profit margin: 2.8% (down from 3.5% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. 공시 • Feb 13
Look Holdings Incorporated, Annual General Meeting, Mar 27, 2026 Look Holdings Incorporated, Annual General Meeting, Mar 27, 2026. 공시 • Dec 26
Look Holdings Incorporated to Report Fiscal Year 2025 Results on Feb 13, 2026 Look Holdings Incorporated announced that they will report fiscal year 2025 results on Feb 13, 2026 Upcoming Dividend • Dec 22
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 31 March 2026. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Reported Earnings • Nov 14
Third quarter 2025 earnings released: EPS: JP¥11.10 (vs JP¥37.73 in 3Q 2024) Third quarter 2025 results: EPS: JP¥11.10 (down from JP¥37.73 in 3Q 2024). Revenue: JP¥12.2b (up 1.8% from 3Q 2024). Net income: JP¥83.0m (down 70% from 3Q 2024). Profit margin: 0.7% (down from 2.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. 공시 • Sep 26
Look Holdings Incorporated to Report Q3, 2025 Results on Nov 11, 2025 Look Holdings Incorporated announced that they will report Q3, 2025 results on Nov 11, 2025 Reported Earnings • Aug 08
Second quarter 2025 earnings released: EPS: JP¥23.75 (vs JP¥5.27 in 2Q 2024) Second quarter 2025 results: EPS: JP¥23.75 (up from JP¥5.27 in 2Q 2024). Revenue: JP¥11.6b (down 14% from 2Q 2024). Net income: JP¥177.0m (up 354% from 2Q 2024). Profit margin: 1.5% (up from 0.3% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. 공시 • Jun 26
Look Holdings Incorporated to Report Q2, 2025 Results on Aug 07, 2025 Look Holdings Incorporated announced that they will report Q2, 2025 results on Aug 07, 2025 Reported Earnings • May 15
First quarter 2025 earnings released: EPS: JP¥48.57 (vs JP¥90.37 in 1Q 2024) First quarter 2025 results: EPS: JP¥48.57 (down from JP¥90.37 in 1Q 2024). Revenue: JP¥12.7b (down 9.1% from 1Q 2024). Net income: JP¥361.0m (down 46% from 1Q 2024). Profit margin: 2.8% (down from 4.8% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. 공시 • Mar 26
Look Holdings Incorporated to Report Q1, 2025 Results on May 13, 2025 Look Holdings Incorporated announced that they will report Q1, 2025 results on May 13, 2025 Reported Earnings • Feb 17
Full year 2024 earnings released: EPS: JP¥260 (vs JP¥333 in FY 2023) Full year 2024 results: EPS: JP¥260 (down from JP¥333 in FY 2023). Revenue: JP¥54.7b (down 1.3% from FY 2023). Net income: JP¥1.93b (down 22% from FY 2023). Profit margin: 3.5% (down from 4.4% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. 공시 • Feb 14
Look Holdings Incorporated, Annual General Meeting, Mar 28, 2025 Look Holdings Incorporated, Annual General Meeting, Mar 28, 2025. 공시 • Jan 03
Look Holdings Incorporated to Report Fiscal Year 2024 Results on Feb 14, 2025 Look Holdings Incorporated announced that they will report fiscal year 2024 results on Feb 14, 2025 Upcoming Dividend • Dec 20
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 31 March 2025. Payout ratio is a comfortable 30% and the cash payout ratio is 80%. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%). Reported Earnings • Nov 14
Third quarter 2024 earnings released: EPS: JP¥37.73 (vs JP¥78.02 in 3Q 2023) Third quarter 2024 results: EPS: JP¥37.73 (down from JP¥78.02 in 3Q 2023). Revenue: JP¥12.0b (down 6.4% from 3Q 2023). Net income: JP¥280.0m (down 51% from 3Q 2023). Profit margin: 2.3% (down from 4.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings. 공시 • Sep 26
Look Holdings Incorporated to Report Q3, 2024 Results on Nov 11, 2024 Look Holdings Incorporated announced that they will report Q3, 2024 results on Nov 11, 2024 공시 • Jun 27
Look Holdings Incorporated to Report Q2, 2024 Results on Aug 07, 2024 Look Holdings Incorporated announced that they will report Q2, 2024 results on Aug 07, 2024 Reported Earnings • May 16
First quarter 2024 earnings released: EPS: JP¥90.37 (vs JP¥118 in 1Q 2023) First quarter 2024 results: EPS: JP¥90.37 (down from JP¥118 in 1Q 2023). Revenue: JP¥13.9b (flat on 1Q 2023). Net income: JP¥668.0m (down 23% from 1Q 2023). Profit margin: 4.8% (down from 6.2% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Mar 27
Look Holdings Incorporated to Report Q1, 2024 Results on May 13, 2024 Look Holdings Incorporated announced that they will report Q1, 2024 results on May 13, 2024 Reported Earnings • Feb 20
Full year 2023 earnings released: EPS: JP¥333 (vs JP¥355 in FY 2022) Full year 2023 results: EPS: JP¥333 (down from JP¥355 in FY 2022). Revenue: JP¥55.5b (up 1.4% from FY 2022). Net income: JP¥2.46b (down 7.8% from FY 2022). Profit margin: 4.4% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year. 공시 • Feb 16
Look Holdings Incorporated, Annual General Meeting, Mar 28, 2024 Look Holdings Incorporated, Annual General Meeting, Mar 28, 2024. 공시 • Dec 27
Look Holdings Incorporated to Report Fiscal Year 2023 Results on Feb 14, 2024 Look Holdings Incorporated announced that they will report fiscal year 2023 results on Feb 14, 2024 Upcoming Dividend • Dec 21
Upcoming dividend of JP¥70.00 per share at 2.8% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 30 March 2024. Payout ratio is a comfortable 21% but the company is paying out more than the cash it is generating. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.9%). Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥2,357, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 152% over the past three years. Reported Earnings • Nov 11
Third quarter 2023 earnings released: EPS: JP¥78.02 (vs JP¥126 in 3Q 2022) Third quarter 2023 results: EPS: JP¥78.02 (down from JP¥126 in 3Q 2022). Revenue: JP¥12.8b (down 1.9% from 3Q 2022). Net income: JP¥576.0m (down 39% from 3Q 2022). Profit margin: 4.5% (down from 7.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. 공시 • Oct 01
Look Holdings Incorporated to Report Q3, 2023 Results on Nov 10, 2023 Look Holdings Incorporated announced that they will report Q3, 2023 results on Nov 10, 2023 New Risk • Aug 19
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥14.5b (US$99.8m) This is considered a minor 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: Minor Risks Dividend is not well covered by cash flows (263% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥14.5b market cap, or US$99.8m). New Risk • Aug 10
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 09
Second quarter 2023 earnings released: EPS: JP¥38.28 (vs JP¥69.03 in 2Q 2022) Second quarter 2023 results: EPS: JP¥38.28 (down from JP¥69.03 in 2Q 2022). Revenue: JP¥13.1b (flat on 2Q 2022). Net income: JP¥282.0m (down 46% from 2Q 2022). Profit margin: 2.1% (down from 4.0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 41% per year and the company’s share price has also increased by 41% per year. Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥2,093, the stock trades at a trailing P/E ratio of 5.7x. Average trailing P/E is 13x in the Luxury industry in Japan. Total returns to shareholders of 207% over the past three years. 공시 • Jul 30
Look Holdings Incorporated to Report Q2, 2023 Results on Aug 08, 2023 Look Holdings Incorporated announced that they will report Q2, 2023 results on Aug 08, 2023 Reported Earnings • May 14
First quarter 2023 earnings released: EPS: JP¥118 (vs JP¥110 in 1Q 2022) First quarter 2023 results: EPS: JP¥118 (up from JP¥110 in 1Q 2022). Revenue: JP¥14.0b (up 6.8% from 1Q 2022). Net income: JP¥871.0m (up 4.8% from 1Q 2022). Profit margin: 6.2% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 44% per year. Reported Earnings • Apr 01
Full year 2022 earnings released: EPS: JP¥355 (vs JP¥260 in FY 2021) Full year 2022 results: EPS: JP¥355 (up from JP¥260 in FY 2021). Revenue: JP¥54.7b (up 33% from FY 2021). Net income: JP¥2.67b (up 34% from FY 2021). Profit margin: 4.9% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 18
Full year 2022 earnings released: EPS: JP¥355 (vs JP¥260 in FY 2021) Full year 2022 results: EPS: JP¥355 (up from JP¥260 in FY 2021). Revenue: JP¥54.7b (up 33% from FY 2021). Net income: JP¥2.67b (up 34% from FY 2021). Profit margin: 4.9% (up from 4.8% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥2,166, the stock trades at a trailing P/E ratio of 4.6x. Average trailing P/E is 11x in the Luxury industry in Japan. Total returns to shareholders of 129% over the past three years. 공시 • Jan 29
Look Holdings Incorporated to Report Fiscal Year 2022 Results on Feb 14, 2023 Look Holdings Incorporated announced that they will report fiscal year 2022 results on Feb 14, 2023 Upcoming Dividend • Dec 22
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 8.7% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.0%). Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Kazuhiko Fukuchi was the last independent director to join the board, commencing their role in 2014. 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 12
Third quarter 2022 earnings released: EPS: JP¥126 (vs JP¥2.73 in 3Q 2021) Third quarter 2022 results: EPS: JP¥126 (up from JP¥2.73 in 3Q 2021). Revenue: JP¥13.1b (up 45% from 3Q 2021). Net income: JP¥949.0m (up JP¥928.0m from 3Q 2021). Profit margin: 7.2% (up from 0.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 28% per year. Reported Earnings • Aug 09
Second quarter 2022 earnings released: EPS: JP¥69.03 (vs JP¥28.83 in 2Q 2021) Second quarter 2022 results: EPS: JP¥69.03 (up from JP¥28.83 in 2Q 2021). Revenue: JP¥13.1b (up 43% from 2Q 2021). Net income: JP¥523.0m (up 136% from 2Q 2021). Profit margin: 4.0% (up from 2.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year. Reported Earnings • May 15
First quarter 2022 earnings released: EPS: JP¥111 (vs JP¥72.79 in 1Q 2021) First quarter 2022 results: EPS: JP¥111 (up from JP¥72.79 in 1Q 2021). Revenue: JP¥13.1b (up 27% from 1Q 2021). Net income: JP¥841.0m (up 50% from 1Q 2021). Profit margin: 6.4% (up from 5.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Kazuhiko Fukuchi was the last independent director to join the board, commencing their role in 2014. 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 • Feb 17
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥260 (up from JP¥56.06 in FY 2020). Revenue: JP¥41.1b (up 11% from FY 2020). Net income: JP¥1.99b (up 362% from FY 2020). Profit margin: 4.8% (up from 1.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 15
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥1,532, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 14x in the Luxury industry in Japan. Total returns to shareholders of 21% over the past three years. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%). Reported Earnings • Nov 11
Third quarter 2021 earnings released: EPS JP¥2.73 (vs JP¥2.47 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥9.05b (up 2.4% from 3Q 2020). Net income: JP¥21.0m (up 11% from 3Q 2020). Profit margin: 0.2% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS JP¥28.83 (vs JP¥33.83 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥9.14b (up 22% from 2Q 2020). Net income: JP¥222.0m (up JP¥482.0m from 2Q 2020). Profit margin: 2.4% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Reported Earnings • May 15
First quarter 2021 earnings released: EPS JP¥72.79 (vs JP¥60.56 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥10.3b (up 9.6% from 1Q 2020). Net income: JP¥560.0m (up JP¥1.03b from 1Q 2020). Profit margin: 5.4% (up from net loss in 1Q 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 04
Full year 2020 earnings released: EPS JP¥56.06 (vs JP¥255 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥37.0b (down 16% from FY 2019). Net income: JP¥431.0m (down 78% from FY 2019). Profit margin: 1.2% (down from 4.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Reported Earnings • Feb 20
Full year 2020 earnings released: EPS JP¥56.06 (vs JP¥255 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥37.0b (down 16% from FY 2019). Net income: JP¥431.0m (down 78% from FY 2019). Profit margin: 1.2% (down from 4.4% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 18
New 90-day high: JP¥1,112 The company is up 9.0% from its price of JP¥1,022 on 20 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 9.0% over the same period. Valuation Update With 7 Day Price Move • Feb 18
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥1,112, the stock is trading at a trailing P/E ratio of 9x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 18x in the Luxury industry in Japan. Total return to shareholders over the past three years is a loss of 23%. Is New 90 Day High Low • Jan 20
New 90-day low: JP¥913 The company is down 5.0% from its price of JP¥962 on 22 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is down 2.0% over the same period.