View ValuationYokoreiLtd 향후 성장Future 기준 점검 2/6YokoreiLtd은 연간 수입과 매출이 각각 12.6%와 2.8% 증가할 것으로 예상되고 EPS는 연간 12.6%만큼 증가할 것으로 예상됩니다.핵심 정보12.6%이익 성장률12.57%EPS 성장률Consumer Retailing 이익 성장8.9%매출 성장률2.8%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트25 Jun 2026최근 향후 성장 업데이트공시 • Feb 14Yokorei Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending March 31, 2026 and Fiscal Year Ending September 30, 2026Yokorei Co.,Ltd. provided consolidated earnings guidance for the six months ending March 31, 2026 and fiscal year ending September 30, 2026. For the six months, the company expected net sales of JPY 58,000 million, operating profit of JPY 2,450 million, profit attributable to owners of parent of JPY 1,550 million and Basic earnings per share of JPY 26.27. For the fiscal year, the company expected net sales of JPY 118,000 million, operating profit of JPY 4,800 million, profit attributable to owners of parent of JPY 3,000 million and Basic earnings per share of JPY 50.85.Major Estimate Revision • Jul 02Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥127.5b to JP¥129.5b. EPS estimate increased from JP¥49.20 to JP¥54.20 per share. Net income forecast to shrink 23% next year vs 9.3% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥900 unchanged from last update. Share price was steady at JP¥866 over the past week.공시 • Jun 26Yokorei Co.,Ltd. Provides Earnings Guidance for Fy 2030Yokorei Co.,Ltd. provided earnings guidance for fy 2030. For the period, the company expects net sales of ¥1,700 million and operating income of ¥100 million.Major Estimate Revision • Apr 02Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥134.0b to JP¥127.5b. EPS estimate also fell from JP¥66.20 per share to JP¥49.20 per share. Net income forecast to grow 9.6% next year vs 13% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,300 to JP¥900. Share price fell 8.5% to JP¥823 over the past week.Price Target Changed • Jul 26Price target increased by 13% to JP¥1,300Up from JP¥1,150, the current price target is provided by 1 analyst. New target price is 25% above last closing price of JP¥1,040. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥56.00 for next year compared to JP¥48.15 last year.Major Estimate Revision • Dec 27Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥141.5b to JP¥140.0b. EPS estimate also fell from JP¥66.40 per share to JP¥51.00 per share. Net income forecast to grow 6.0% next year vs 7.8% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,300 to JP¥1,000. Share price was steady at JP¥1,048 over the past week.모든 업데이트 보기Recent updatesDeclared Dividend • Jun 09First half dividend of JP¥14.00 announcedShareholders will receive a dividend of JP¥14.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not covered by cash flows (dividend approximately 56x free cash flows). The dividend has increased by an average of 1.8% 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. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥2,055, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 87% over the past three years.Reported Earnings • May 20Second quarter 2026 earnings released: EPS: JP¥27.74 (vs JP¥26.06 in 2Q 2025)Second quarter 2026 results: EPS: JP¥27.74 (up from JP¥26.06 in 2Q 2025). Revenue: JP¥30.9b (up 4.1% from 2Q 2025). Net income: JP¥1.64b (up 6.8% from 2Q 2025). Profit margin: 5.3% (up from 5.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,983, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 94% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).분석 기사 • Feb 16Optimistic Investors Push Yokorei Co.,Ltd. (TSE:2874) Shares Up 25% But Growth Is LackingYokorei Co.,Ltd. ( TSE:2874 ) shareholders have had their patience rewarded with a 25% share price jump in the last...Reported Earnings • Feb 16First quarter 2026 earnings released: EPS: JP¥20.49 (vs JP¥2.27 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.49 (up from JP¥2.27 in 1Q 2025). Revenue: JP¥33.3b (down 1.3% from 1Q 2025). Net income: JP¥1.21b (up JP¥1.08b from 1Q 2025). Profit margin: 3.6% (up from 0.4% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 14YokoreiLtd's (TSE:2874) Dividend Will Be ¥12.00The board of Yokorei Co.,Ltd. ( TSE:2874 ) has announced that it will pay a dividend on the 9th of June, with investors...공시 • Feb 14Yokorei Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending March 31, 2026 and Fiscal Year Ending September 30, 2026Yokorei Co.,Ltd. provided consolidated earnings guidance for the six months ending March 31, 2026 and fiscal year ending September 30, 2026. For the six months, the company expected net sales of JPY 58,000 million, operating profit of JPY 2,450 million, profit attributable to owners of parent of JPY 1,550 million and Basic earnings per share of JPY 26.27. For the fiscal year, the company expected net sales of JPY 118,000 million, operating profit of JPY 4,800 million, profit attributable to owners of parent of JPY 3,000 million and Basic earnings per share of JPY 50.85.분석 기사 • Jan 08YokoreiLtd (TSE:2874) Is Due To Pay A Dividend Of ¥12.00Yokorei Co.,Ltd.'s ( TSE:2874 ) investors are due to receive a payment of ¥12.00 per share on 9th of June. Based on...Declared Dividend • Jan 08Final dividend of JP¥12.00 announcedDividend of JP¥12.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (72% 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 1.8% 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. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Dec 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Outside Independent Director Masako Natori was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 25Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥33.55 (down from JP¥66.78 in FY 2024). Revenue: JP¥125.6b (up 2.7% from FY 2024). Net income: JP¥1.98b (down 50% from FY 2024). Profit margin: 1.6% (down from 3.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. 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 7% per year, which means it is significantly lagging earnings growth.분석 기사 • Nov 22YokoreiLtd's (TSE:2874) Problems Go Beyond Weak ProfitYokorei Co.,Ltd.'s ( TSE:2874 ) recent weak earnings report didn't cause a big stock movement. We think that investors...Reported Earnings • Nov 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥33.55 (down from JP¥66.78 in FY 2024). Revenue: JP¥125.6b (up 2.7% from FY 2024). Net income: JP¥1.98b (down 50% from FY 2024). Profit margin: 1.6% (down from 3.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. 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 8% per year, which means it is significantly lagging earnings growth.공시 • Nov 13Yokorei Co.,Ltd., Annual General Meeting, Dec 23, 2025Yokorei Co.,Ltd., Annual General Meeting, Dec 23, 2025.공시 • Oct 31Yokorei Co.,Ltd. to Report Fiscal Year 2025 Results on Nov 13, 2025Yokorei Co.,Ltd. announced that they will report fiscal year 2025 results on Nov 13, 2025New Risk • Sep 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 9.7% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 December 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 15Third quarter 2025 earnings released: EPS: JP¥10.49 (vs JP¥9.57 in 3Q 2024)Third quarter 2025 results: EPS: JP¥10.49 (up from JP¥9.57 in 3Q 2024). Revenue: JP¥31.8b (up 2.1% from 3Q 2024). Net income: JP¥619.0m (up 9.8% from 3Q 2024). Profit margin: 1.9% (up from 1.8% in 3Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Jul 17Yokorei Co.,Ltd. to Report Q3, 2025 Results on Aug 13, 2025Yokorei Co.,Ltd. announced that they will report Q3, 2025 results on Aug 13, 2025공시 • Jul 15Bain Capital Private Equity, LP completed the acquisition of 74.98% stake in Nissin Corporation (TSE:9066) from a group of shareholders for ¥89.5 billion.Bain Capital Private Equity, LP proposed to acquire 93.96% stake in Nissin Corporation (TSE:9066) from a group of shareholders for approximately ¥110 billion on May 12, 2025. A cash consideration of ¥112.19 billion valued at ¥8100 per share will be paid by Bain Capital Private Equity, LP. As part of consideration, ¥112.19 billion is paid towards common equity of Nissin Corporation. The deal is to be financed through equity invesmtent of ¥18.7 million and senior debt of ¥94.3 million. The transaction is subject to minimum tender. The expected completion of the transaction is July 8, 2025. As of May 26, 2025, the Offeror received from the German Federal Cartel Office, a notice to the effect that the acquisition of the Target Shares does not meet the criteria for prohibition and is permitted, meaning that the acquisition of the Target Shares was approved as of the same date. On June 11, 2025, the Austrian Federal Competition Authority has approved the transaction. As of June 30, 2025, the offeror has decided to extend the Tender Offer Period to July 14, 2025, which is 10 business days after June 30, 2025. Daiwa Securities Co., Ltd. acted as tender offer agent for Bain Capital Private Equity, LP. Bain Capital Private Equity, LP completed the acquisition of 74.98% stake in Nissin Corporation (TSE:9066) from a group of shareholders for ¥89.5 billion on July 14, 2025.분석 기사 • Jul 10Does YokoreiLtd (TSE:2874) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,057, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Consumer Retailing industry in Japan. Total returns to shareholders of 25% over the past three years.Major Estimate Revision • Jul 02Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥127.5b to JP¥129.5b. EPS estimate increased from JP¥49.20 to JP¥54.20 per share. Net income forecast to shrink 23% next year vs 9.3% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥900 unchanged from last update. Share price was steady at JP¥866 over the past week.공시 • Jun 26Yokorei Co.,Ltd. Provides Earnings Guidance for Fy 2030Yokorei Co.,Ltd. provided earnings guidance for fy 2030. For the period, the company expects net sales of ¥1,700 million and operating income of ¥100 million.Declared Dividend • Jun 10First half dividend of JP¥12.00 announcedDividend of JP¥12.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 26th December 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (31% 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 1.8% 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. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.분석 기사 • May 22YokoreiLtd (TSE:2874) Strong Profits May Be Masking Some Underlying IssuesYokorei Co.,Ltd.'s ( TSE:2874 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...Reported Earnings • May 20Second quarter 2025 earnings released: EPS: JP¥26.06 (vs JP¥2.70 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.06 (up from JP¥2.70 loss in 2Q 2024). Revenue: JP¥29.7b (up 8.2% from 2Q 2024). Net income: JP¥1.54b (up JP¥1.70b from 2Q 2024). Profit margin: 5.2% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Apr 24Yokorei Co.,Ltd. to Report Q2, 2025 Results on May 15, 2025Yokorei Co.,Ltd. announced that they will report Q2, 2025 results on May 15, 2025Major Estimate Revision • Apr 02Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥134.0b to JP¥127.5b. EPS estimate also fell from JP¥66.20 per share to JP¥49.20 per share. Net income forecast to grow 9.6% next year vs 13% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,300 to JP¥900. Share price fell 8.5% to JP¥823 over the past week.Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 16First quarter 2025 earnings released: EPS: JP¥2.27 (vs JP¥21.43 in 1Q 2024)First quarter 2025 results: EPS: JP¥2.27 (down from JP¥21.43 in 1Q 2024). Revenue: JP¥33.8b (up 3.6% from 1Q 2024). Net income: JP¥134.0m (down 89% from 1Q 2024). Profit margin: 0.4% (down from 3.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Feb 08Yokorei Co.,Ltd. to Report Q1, 2025 Results on Feb 14, 2025Yokorei Co.,Ltd. announced that they will report Q1, 2025 results on Feb 14, 2025Reported Earnings • Jan 08Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥66.78 (up from JP¥48.15 in FY 2023). Revenue: JP¥122.3b (down 8.7% from FY 2023). Net income: JP¥3.93b (up 39% from FY 2023). Profit margin: 3.2% (up from 2.1% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 9.1%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Nov 14Yokorei Co.,Ltd., Annual General Meeting, Dec 25, 2024Yokorei Co.,Ltd., Annual General Meeting, Dec 25, 2024.공시 • Oct 10Yokorei Co.,Ltd. to Report Fiscal Year 2024 Results on Nov 14, 2024Yokorei Co.,Ltd. announced that they will report fiscal year 2024 results on Nov 14, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).분석 기사 • Aug 21Why YokoreiLtd's (TSE:2874) Earnings Are Better Than They SeemYokorei Co.,Ltd.'s ( TSE:2874 ) solid earnings announcement recently didn't do much to the stock price. We did some...Reported Earnings • Aug 19Third quarter 2024 earnings released: EPS: JP¥18.60 (vs JP¥19.30 in 3Q 2023)Third quarter 2024 results: EPS: JP¥18.60 (down from JP¥19.30 in 3Q 2023). Revenue: JP¥31.8b (down 11% from 3Q 2023). Net income: JP¥1.10b (down 3.4% from 3Q 2023). Profit margin: 3.4% (up from 3.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Price Target Changed • Jul 26Price target increased by 13% to JP¥1,300Up from JP¥1,150, the current price target is provided by 1 analyst. New target price is 25% above last closing price of JP¥1,040. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥56.00 for next year compared to JP¥48.15 last year.Reported Earnings • May 18Second quarter 2024 earnings released: EPS: JP¥6.09 (vs JP¥7.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.09 (down from JP¥7.55 in 2Q 2023). Revenue: JP¥28.7b (down 5.9% from 2Q 2023). Net income: JP¥359.0m (down 19% from 2Q 2023). Profit margin: 1.2% (down from 1.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).공시 • Mar 15Yokorei Co.,Ltd. to Report Q2, 2024 Results on May 14, 2024Yokorei Co.,Ltd. announced that they will report Q2, 2024 results on May 14, 2024Reported Earnings • Feb 14First quarter 2024 earnings released: EPS: JP¥21.85 (vs JP¥12.68 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.85 (up from JP¥12.68 in 1Q 2023). Revenue: JP¥33.3b (up 1.7% from 1Q 2023). Net income: JP¥1.29b (up 72% from 1Q 2023). Profit margin: 3.9% (up from 2.3% in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.공시 • Jan 27Yokorei Co.,Ltd. to Report Q1, 2024 Results on Feb 13, 2024Yokorei Co.,Ltd. announced that they will report Q1, 2024 results on Feb 13, 2024Major Estimate Revision • Dec 27Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥141.5b to JP¥140.0b. EPS estimate also fell from JP¥66.40 per share to JP¥51.00 per share. Net income forecast to grow 6.0% next year vs 7.8% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,300 to JP¥1,000. Share price was steady at JP¥1,048 over the past week.Reported Earnings • Nov 18Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥48.15 (down from JP¥56.34 in FY 2022). Revenue: JP¥133.9b (up 16% from FY 2022). Net income: JP¥2.83b (down 15% from FY 2022). Profit margin: 2.1% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. 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 8% per year.공시 • Nov 17Yokorei Co.,Ltd., Annual General Meeting, Dec 22, 2023Yokorei Co.,Ltd., Annual General Meeting, Dec 22, 2023.Upcoming Dividend • Sep 21Upcoming dividend of JP¥12.50 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 25 December 2023. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Price Target Changed • Sep 07Price target increased by 24% to JP¥1,300Up from JP¥1,050, the current price target is provided by 1 analyst. New target price is 6.9% below last closing price of JP¥1,396. Stock is up 51% over the past year. The company is forecast to post earnings per share of JP¥47.60 for next year compared to JP¥56.34 last year.공시 • Sep 02Yokorei Co.,Ltd. to Report Fiscal Year 2023 Results on Nov 14, 2023Yokorei Co.,Ltd. announced that they will report fiscal year 2023 results on Nov 14, 2023Reported Earnings • Aug 15Third quarter 2023 earnings released: EPS: JP¥19.29 (vs JP¥15.71 in 3Q 2022)Third quarter 2023 results: EPS: JP¥19.29 (up from JP¥15.71 in 3Q 2022). Revenue: JP¥35.7b (up 21% from 3Q 2022). Net income: JP¥1.13b (up 23% from 3Q 2022). Profit margin: 3.2% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. 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 13% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 17Second quarter 2023 earnings released: EPS: JP¥7.55 (vs JP¥13.45 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.55 (down from JP¥13.45 in 2Q 2022). Revenue: JP¥30.5b (up 20% from 2Q 2022). Net income: JP¥444.0m (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.50 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 14First quarter 2023 earnings released: EPS: JP¥12.68 (vs JP¥21.08 in 1Q 2022)First quarter 2023 results: EPS: JP¥12.68 (down from JP¥21.08 in 1Q 2022). Revenue: JP¥32.7b (up 11% from 1Q 2022). Net income: JP¥746.0m (down 40% from 1Q 2022). Profit margin: 2.3% (down from 4.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Feb 12Yokorei Co.,Ltd. to Report Q1, 2023 Results on Feb 13, 2023Yokorei Co.,Ltd. announced that they will report Q1, 2023 results on Feb 13, 2023Reported Earnings • Dec 28Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥56.34 (down from JP¥61.30 in FY 2021). Revenue: JP¥115.3b (up 4.0% from FY 2021). Net income: JP¥3.32b (down 8.0% from FY 2021). Profit margin: 2.9% (down from 3.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Nov 16Yokorei Co.,Ltd., Annual General Meeting, Dec 22, 2022Yokorei Co.,Ltd., Annual General Meeting, Dec 22, 2022.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. 8 experienced directors. 3 highly experienced directors. 4 independent directors (8 non-independent directors). Independent Outside Director Yosuke Horiai was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Nov 15Yokorei Co.,Ltd. (TSE:2874) announces an Equity Buyback for 200,000 shares, representing 0.34% for ¥200 million.Yokorei Co.,Ltd. (TSE:2874) announces a share repurchase program. Under the program the company will repurchase 200,000 shares, representing 0.34% of the outstanding shares for ¥200 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment. The program will run until December 20, 2022. As of September 30, 2022, the company had 59,122,748 shares outstanding and 143,936 shares in treasury.공시 • Oct 26Yokorei Co.,Ltd. to Report Q4, 2022 Results on Nov 14, 2022Yokorei Co.,Ltd. announced that they will report Q4, 2022 results on Nov 14, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 23 December 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 15Third quarter 2022 earnings released: EPS: JP¥15.71 (vs JP¥12.48 in 3Q 2021)Third quarter 2022 results: EPS: JP¥15.71 (up from JP¥12.48 in 3Q 2021). Revenue: JP¥29.6b (up 1.0% from 3Q 2021). Net income: JP¥925.0m (up 26% from 3Q 2021). Profit margin: 3.1% (up from 2.5% in 3Q 2021). Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Jul 21Yokorei Co.,Ltd. to Report Q3, 2022 Results on Aug 12, 2022Yokorei Co.,Ltd. announced that they will report Q3, 2022 results on Aug 12, 2022Major Estimate Revision • Jun 21Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥107.7b to JP¥111.2b. EPS estimate increased from JP¥49.30 to JP¥61.20 per share. Net income forecast to shrink 20% next year vs 6.9% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥925 unchanged from last update. Share price was steady at JP¥847 over the past week.Reported Earnings • May 16Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥13.45 (up from JP¥8.74 in 2Q 2021). Revenue: JP¥25.4b (flat on 2Q 2021). Net income: JP¥792.0m (up 54% from 2Q 2021). Profit margin: 3.1% (up from 2.0% in 2Q 2021). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 57%. Over the next year, revenue is expected to shrink by 2.8% compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.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. 8 experienced directors. 3 highly experienced directors. 4 independent directors (8 non-independent directors). Independent Outside Director Yosuke Horiai was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 13Yokorei Co.,Ltd. to Report Q2, 2022 Results on May 13, 2022Yokorei Co.,Ltd. announced that they will report Q2, 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Dec 28Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: JP¥61.30 (up from JP¥39.85 in FY 2020). Revenue: JP¥110.8b (down 3.7% from FY 2020). Net income: JP¥3.61b (up 54% from FY 2020). Profit margin: 3.3% (up from 2.0% in FY 2020). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 57%. Earnings per share (EPS) surpassed analyst estimates by 57%. Over the next year, revenue is expected to shrink by 2.5% compared to a 27% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Dec 25Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥112.3b to JP¥108.0b. EPS estimate also fell from JP¥60.35 per share to JP¥51.00 per share. Net income forecast to shrink 17% next year vs 8.3% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥975 to JP¥925. Share price fell 3.1% to JP¥817 over the past week.Reported Earnings • Nov 16Full year 2021 earnings released: EPS JP¥61.30 (vs JP¥39.85 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥110.8b (down 3.7% from FY 2020). Net income: JP¥3.61b (up 54% from FY 2020). Profit margin: 3.3% (up from 2.0% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 23 December 2021. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%).Reported Earnings • May 17Second quarter 2021 earnings released: EPS JP¥8.74 (vs JP¥8.82 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although earnings were flat and profit margins improved. Second quarter 2021 results: Revenue: JP¥25.4b (down 5.0% from 2Q 2020). Net income: JP¥514.0m (flat on 2Q 2020). Profit margin: 2.0% (up from 1.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% 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.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 15 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%).Analyst Estimate Surprise Post Earnings • Feb 14Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 1.2%, compared to a 8.3% growth forecast for the Consumer Retailing industry in Japan.Reported Earnings • Feb 14First quarter 2021 earnings released: EPS JP¥14.14 (vs JP¥13.04 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥28.3b (down 11% from 1Q 2020). Net income: JP¥831.0m (up 8.8% from 1Q 2020). Profit margin: 2.9% (up from 2.4% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 5% per year.Is New 90 Day High Low • Feb 12New 90-day high: JP¥907The company is up 2.0% from its price of JP¥888 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,065 per share.공시 • Jan 20Yokohama Reito Co.,Ltd. to Report Q1, 2021 Results on Feb 12, 2021Yokohama Reito Co.,Ltd. announced that they will report Q1, 2021 results on Feb 12, 2021Analyst Estimate Surprise Post Earnings • Dec 27Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.1%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Over the next year, revenue is expected to shrink by 2.6% compared to a 4.8% growth forecast for the Consumer Retailing industry in Japan.Reported Earnings • Dec 27Full year 2020 earnings released: EPS JP¥39.85The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥115.0b (down 18% from FY 2019). Net income: JP¥2.34b (down 31% from FY 2019). Profit margin: 2.0% (down from 2.4% 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 9% per year and the company’s share price has also fallen by 9% per year.Major Estimate Revision • Dec 17Analysts lower EPS estimates to JP¥44.24The 2021 consensus revenue estimate was lowered from JP¥121.5b to JP¥111.5b. Earning per share (EPS) estimate was also lowered from JP¥56.20 to JP¥44.24 for the same period. Net income is expected to grow by 11% next year compared to 3.1% growth forecast for the Consumer Retailing industry in Japan. The consensus price target was lowered from JP¥915 to JP¥900. Share price stayed mostly flat at JP¥861 over the past week.Price Target Changed • Dec 01Price target lowered to JP¥915Down from JP¥1,100, the current price target is an average from 2 analysts. The new target price is 7.3% above the current share price of JP¥853. As of last close, the stock is down 20% over the past year.공시 • Nov 15Yokohama Reito Co.,Ltd., Annual General Meeting, Dec 22, 2020Yokohama Reito Co.,Ltd., Annual General Meeting, Dec 22, 2020.공시 • Oct 18Yokohama Reito Co.,Ltd. to Report Fiscal Year 2020 Results on Nov 13, 2020Yokohama Reito Co.,Ltd. announced that they will report fiscal year 2020 results on Nov 13, 2020공시 • Jul 19Yokohama Reito Co.,Ltd. to Report Q3, 2020 Results on Aug 13, 2020Yokohama Reito Co.,Ltd. announced that they will report Q3, 2020 results on Aug 13, 2020이익 및 매출 성장 예측TSE:2874 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/2028135,0005,000N/A13,50019/30/2027131,0004,600N/A13,30019/30/2026127,0004,800N/A14,40013/31/2026126,3663,1572519,315N/A12/31/2025125,1373,0531,23419,537N/A9/30/2025125,5631,978-8,33711,087N/A6/30/2025126,3804,557-7,3908,062N/A3/31/2025125,7104,502-15,0567,378N/A12/31/2024123,4692,807-15,4077,066N/A9/30/2024122,2823,933-7,19713,471N/A6/30/2024124,437-11,390-7,82714,467N/A3/31/2024126,668-10,820-6,65713,669N/A12/31/2023126,831-10,217-2,49111,610N/A9/30/2023125,598-10,731-11,8613,979N/A6/30/2023122,3422,684-9,0762,014N/A3/31/2023117,4922,475-5,0821,209N/A12/31/2022113,4312,823-3,4893,415N/A9/30/2022110,7613,317-2,5476,335N/A6/30/2022107,5084,483-5498,802N/A3/31/2022108,3154,292-4,19110,785N/A12/31/2021110,1494,014-6,1448,678N/A9/30/2021109,7943,60544013,311N/A6/30/2021111,8922,664-41614,423N/A3/31/2021110,3252,40375914,138N/A12/31/2020111,6712,40780315,647N/A9/30/2020115,0252,3402,53616,850N/A6/30/2020119,3582,5906,22018,062N/A3/31/2020126,2542,86915,57523,741N/A12/31/2019134,1593,240N/A26,188N/A9/30/2019139,9703,385N/A27,424N/A6/30/2019148,5823,539N/A36,476N/A3/31/2019161,0833,497N/A28,006N/A12/31/2018165,0263,242N/A23,082N/A9/30/2018171,7723,343N/A11,990N/A6/30/2018171,3152,919N/A-5,047N/A3/31/2018162,6583,028N/A-3,055N/A12/31/2017161,0232,773N/A-3,210N/A9/30/2017159,0453,360N/A-6,930N/A6/30/2017153,9722,847N/A-5,251N/A3/31/2017152,2042,924N/A-2,309N/A12/31/2016148,8203,209N/A901N/A9/30/2016148,6092,932N/A6,138N/A6/30/2016152,5513,349N/A7,722N/A3/31/2016155,3563,372N/A6,379N/A12/31/2015156,8642,957N/A5,343N/A9/30/2015154,7672,517N/A4,189N/A6/30/2015152,2701,850N/A4,026N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2874 의 연간 예상 수익 증가율(12.6%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 2874 의 연간 수익(12.6%)이 JP 시장(9.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 2874 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 2874 의 수익(연간 2.8%)이 JP 시장(연간 6.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 2874 의 수익(연간 2.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2874의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/26 09:13종가2026/06/26 00:00수익2026/03/31연간 수익2025/09/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Yokorei Co.,Ltd.는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Makoto MoritaDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.
공시 • Feb 14Yokorei Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending March 31, 2026 and Fiscal Year Ending September 30, 2026Yokorei Co.,Ltd. provided consolidated earnings guidance for the six months ending March 31, 2026 and fiscal year ending September 30, 2026. For the six months, the company expected net sales of JPY 58,000 million, operating profit of JPY 2,450 million, profit attributable to owners of parent of JPY 1,550 million and Basic earnings per share of JPY 26.27. For the fiscal year, the company expected net sales of JPY 118,000 million, operating profit of JPY 4,800 million, profit attributable to owners of parent of JPY 3,000 million and Basic earnings per share of JPY 50.85.
Major Estimate Revision • Jul 02Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥127.5b to JP¥129.5b. EPS estimate increased from JP¥49.20 to JP¥54.20 per share. Net income forecast to shrink 23% next year vs 9.3% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥900 unchanged from last update. Share price was steady at JP¥866 over the past week.
공시 • Jun 26Yokorei Co.,Ltd. Provides Earnings Guidance for Fy 2030Yokorei Co.,Ltd. provided earnings guidance for fy 2030. For the period, the company expects net sales of ¥1,700 million and operating income of ¥100 million.
Major Estimate Revision • Apr 02Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥134.0b to JP¥127.5b. EPS estimate also fell from JP¥66.20 per share to JP¥49.20 per share. Net income forecast to grow 9.6% next year vs 13% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,300 to JP¥900. Share price fell 8.5% to JP¥823 over the past week.
Price Target Changed • Jul 26Price target increased by 13% to JP¥1,300Up from JP¥1,150, the current price target is provided by 1 analyst. New target price is 25% above last closing price of JP¥1,040. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥56.00 for next year compared to JP¥48.15 last year.
Major Estimate Revision • Dec 27Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥141.5b to JP¥140.0b. EPS estimate also fell from JP¥66.40 per share to JP¥51.00 per share. Net income forecast to grow 6.0% next year vs 7.8% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,300 to JP¥1,000. Share price was steady at JP¥1,048 over the past week.
Declared Dividend • Jun 09First half dividend of JP¥14.00 announcedShareholders will receive a dividend of JP¥14.00. Ex-date: 29th September 2026 Payment date: 24th December 2026 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not covered by cash flows (dividend approximately 56x free cash flows). The dividend has increased by an average of 1.8% 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. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥2,055, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 87% over the past three years.
Reported Earnings • May 20Second quarter 2026 earnings released: EPS: JP¥27.74 (vs JP¥26.06 in 2Q 2025)Second quarter 2026 results: EPS: JP¥27.74 (up from JP¥26.06 in 2Q 2025). Revenue: JP¥30.9b (up 4.1% from 2Q 2025). Net income: JP¥1.64b (up 6.8% from 2Q 2025). Profit margin: 5.3% (up from 5.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥1,983, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 94% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.7%).
분석 기사 • Feb 16Optimistic Investors Push Yokorei Co.,Ltd. (TSE:2874) Shares Up 25% But Growth Is LackingYokorei Co.,Ltd. ( TSE:2874 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
Reported Earnings • Feb 16First quarter 2026 earnings released: EPS: JP¥20.49 (vs JP¥2.27 in 1Q 2025)First quarter 2026 results: EPS: JP¥20.49 (up from JP¥2.27 in 1Q 2025). Revenue: JP¥33.3b (down 1.3% from 1Q 2025). Net income: JP¥1.21b (up JP¥1.08b from 1Q 2025). Profit margin: 3.6% (up from 0.4% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 14YokoreiLtd's (TSE:2874) Dividend Will Be ¥12.00The board of Yokorei Co.,Ltd. ( TSE:2874 ) has announced that it will pay a dividend on the 9th of June, with investors...
공시 • Feb 14Yokorei Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending March 31, 2026 and Fiscal Year Ending September 30, 2026Yokorei Co.,Ltd. provided consolidated earnings guidance for the six months ending March 31, 2026 and fiscal year ending September 30, 2026. For the six months, the company expected net sales of JPY 58,000 million, operating profit of JPY 2,450 million, profit attributable to owners of parent of JPY 1,550 million and Basic earnings per share of JPY 26.27. For the fiscal year, the company expected net sales of JPY 118,000 million, operating profit of JPY 4,800 million, profit attributable to owners of parent of JPY 3,000 million and Basic earnings per share of JPY 50.85.
분석 기사 • Jan 08YokoreiLtd (TSE:2874) Is Due To Pay A Dividend Of ¥12.00Yokorei Co.,Ltd.'s ( TSE:2874 ) investors are due to receive a payment of ¥12.00 per share on 9th of June. Based on...
Declared Dividend • Jan 08Final dividend of JP¥12.00 announcedDividend of JP¥12.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 2.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (72% 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 1.8% 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. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Dec 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Outside Independent Director Masako Natori was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 25Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥33.55 (down from JP¥66.78 in FY 2024). Revenue: JP¥125.6b (up 2.7% from FY 2024). Net income: JP¥1.98b (down 50% from FY 2024). Profit margin: 1.6% (down from 3.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. 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 7% per year, which means it is significantly lagging earnings growth.
분석 기사 • Nov 22YokoreiLtd's (TSE:2874) Problems Go Beyond Weak ProfitYokorei Co.,Ltd.'s ( TSE:2874 ) recent weak earnings report didn't cause a big stock movement. We think that investors...
Reported Earnings • Nov 16Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥33.55 (down from JP¥66.78 in FY 2024). Revenue: JP¥125.6b (up 2.7% from FY 2024). Net income: JP¥1.98b (down 50% from FY 2024). Profit margin: 1.6% (down from 3.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. 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 8% per year, which means it is significantly lagging earnings growth.
공시 • Nov 13Yokorei Co.,Ltd., Annual General Meeting, Dec 23, 2025Yokorei Co.,Ltd., Annual General Meeting, Dec 23, 2025.
공시 • Oct 31Yokorei Co.,Ltd. to Report Fiscal Year 2025 Results on Nov 13, 2025Yokorei Co.,Ltd. announced that they will report fiscal year 2025 results on Nov 13, 2025
New Risk • Sep 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.4% operating cash flow to total debt). Earnings are forecast to decline by an average of 9.7% per year for the foreseeable future. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 December 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 15Third quarter 2025 earnings released: EPS: JP¥10.49 (vs JP¥9.57 in 3Q 2024)Third quarter 2025 results: EPS: JP¥10.49 (up from JP¥9.57 in 3Q 2024). Revenue: JP¥31.8b (up 2.1% from 3Q 2024). Net income: JP¥619.0m (up 9.8% from 3Q 2024). Profit margin: 1.9% (up from 1.8% in 3Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Jul 17Yokorei Co.,Ltd. to Report Q3, 2025 Results on Aug 13, 2025Yokorei Co.,Ltd. announced that they will report Q3, 2025 results on Aug 13, 2025
공시 • Jul 15Bain Capital Private Equity, LP completed the acquisition of 74.98% stake in Nissin Corporation (TSE:9066) from a group of shareholders for ¥89.5 billion.Bain Capital Private Equity, LP proposed to acquire 93.96% stake in Nissin Corporation (TSE:9066) from a group of shareholders for approximately ¥110 billion on May 12, 2025. A cash consideration of ¥112.19 billion valued at ¥8100 per share will be paid by Bain Capital Private Equity, LP. As part of consideration, ¥112.19 billion is paid towards common equity of Nissin Corporation. The deal is to be financed through equity invesmtent of ¥18.7 million and senior debt of ¥94.3 million. The transaction is subject to minimum tender. The expected completion of the transaction is July 8, 2025. As of May 26, 2025, the Offeror received from the German Federal Cartel Office, a notice to the effect that the acquisition of the Target Shares does not meet the criteria for prohibition and is permitted, meaning that the acquisition of the Target Shares was approved as of the same date. On June 11, 2025, the Austrian Federal Competition Authority has approved the transaction. As of June 30, 2025, the offeror has decided to extend the Tender Offer Period to July 14, 2025, which is 10 business days after June 30, 2025. Daiwa Securities Co., Ltd. acted as tender offer agent for Bain Capital Private Equity, LP. Bain Capital Private Equity, LP completed the acquisition of 74.98% stake in Nissin Corporation (TSE:9066) from a group of shareholders for ¥89.5 billion on July 14, 2025.
분석 기사 • Jul 10Does YokoreiLtd (TSE:2874) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥1,057, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Consumer Retailing industry in Japan. Total returns to shareholders of 25% over the past three years.
Major Estimate Revision • Jul 02Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥127.5b to JP¥129.5b. EPS estimate increased from JP¥49.20 to JP¥54.20 per share. Net income forecast to shrink 23% next year vs 9.3% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥900 unchanged from last update. Share price was steady at JP¥866 over the past week.
공시 • Jun 26Yokorei Co.,Ltd. Provides Earnings Guidance for Fy 2030Yokorei Co.,Ltd. provided earnings guidance for fy 2030. For the period, the company expects net sales of ¥1,700 million and operating income of ¥100 million.
Declared Dividend • Jun 10First half dividend of JP¥12.00 announcedDividend of JP¥12.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 26th December 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (31% 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 1.8% 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. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.
분석 기사 • May 22YokoreiLtd (TSE:2874) Strong Profits May Be Masking Some Underlying IssuesYokorei Co.,Ltd.'s ( TSE:2874 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...
Reported Earnings • May 20Second quarter 2025 earnings released: EPS: JP¥26.06 (vs JP¥2.70 loss in 2Q 2024)Second quarter 2025 results: EPS: JP¥26.06 (up from JP¥2.70 loss in 2Q 2024). Revenue: JP¥29.7b (up 8.2% from 2Q 2024). Net income: JP¥1.54b (up JP¥1.70b from 2Q 2024). Profit margin: 5.2% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Apr 24Yokorei Co.,Ltd. to Report Q2, 2025 Results on May 15, 2025Yokorei Co.,Ltd. announced that they will report Q2, 2025 results on May 15, 2025
Major Estimate Revision • Apr 02Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥134.0b to JP¥127.5b. EPS estimate also fell from JP¥66.20 per share to JP¥49.20 per share. Net income forecast to grow 9.6% next year vs 13% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,300 to JP¥900. Share price fell 8.5% to JP¥823 over the past week.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 16First quarter 2025 earnings released: EPS: JP¥2.27 (vs JP¥21.43 in 1Q 2024)First quarter 2025 results: EPS: JP¥2.27 (down from JP¥21.43 in 1Q 2024). Revenue: JP¥33.8b (up 3.6% from 1Q 2024). Net income: JP¥134.0m (down 89% from 1Q 2024). Profit margin: 0.4% (down from 3.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Feb 08Yokorei Co.,Ltd. to Report Q1, 2025 Results on Feb 14, 2025Yokorei Co.,Ltd. announced that they will report Q1, 2025 results on Feb 14, 2025
Reported Earnings • Jan 08Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥66.78 (up from JP¥48.15 in FY 2023). Revenue: JP¥122.3b (down 8.7% from FY 2023). Net income: JP¥3.93b (up 39% from FY 2023). Profit margin: 3.2% (up from 2.1% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 9.1%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Nov 14Yokorei Co.,Ltd., Annual General Meeting, Dec 25, 2024Yokorei Co.,Ltd., Annual General Meeting, Dec 25, 2024.
공시 • Oct 10Yokorei Co.,Ltd. to Report Fiscal Year 2024 Results on Nov 14, 2024Yokorei Co.,Ltd. announced that they will report fiscal year 2024 results on Nov 14, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
분석 기사 • Aug 21Why YokoreiLtd's (TSE:2874) Earnings Are Better Than They SeemYokorei Co.,Ltd.'s ( TSE:2874 ) solid earnings announcement recently didn't do much to the stock price. We did some...
Reported Earnings • Aug 19Third quarter 2024 earnings released: EPS: JP¥18.60 (vs JP¥19.30 in 3Q 2023)Third quarter 2024 results: EPS: JP¥18.60 (down from JP¥19.30 in 3Q 2023). Revenue: JP¥31.8b (down 11% from 3Q 2023). Net income: JP¥1.10b (down 3.4% from 3Q 2023). Profit margin: 3.4% (up from 3.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 26Price target increased by 13% to JP¥1,300Up from JP¥1,150, the current price target is provided by 1 analyst. New target price is 25% above last closing price of JP¥1,040. Stock is down 14% over the past year. The company is forecast to post earnings per share of JP¥56.00 for next year compared to JP¥48.15 last year.
Reported Earnings • May 18Second quarter 2024 earnings released: EPS: JP¥6.09 (vs JP¥7.55 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.09 (down from JP¥7.55 in 2Q 2023). Revenue: JP¥28.7b (down 5.9% from 2Q 2023). Net income: JP¥359.0m (down 19% from 2Q 2023). Profit margin: 1.2% (down from 1.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 12 June 2024. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
공시 • Mar 15Yokorei Co.,Ltd. to Report Q2, 2024 Results on May 14, 2024Yokorei Co.,Ltd. announced that they will report Q2, 2024 results on May 14, 2024
Reported Earnings • Feb 14First quarter 2024 earnings released: EPS: JP¥21.85 (vs JP¥12.68 in 1Q 2023)First quarter 2024 results: EPS: JP¥21.85 (up from JP¥12.68 in 1Q 2023). Revenue: JP¥33.3b (up 1.7% from 1Q 2023). Net income: JP¥1.29b (up 72% from 1Q 2023). Profit margin: 3.9% (up from 2.3% in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
공시 • Jan 27Yokorei Co.,Ltd. to Report Q1, 2024 Results on Feb 13, 2024Yokorei Co.,Ltd. announced that they will report Q1, 2024 results on Feb 13, 2024
Major Estimate Revision • Dec 27Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥141.5b to JP¥140.0b. EPS estimate also fell from JP¥66.40 per share to JP¥51.00 per share. Net income forecast to grow 6.0% next year vs 7.8% growth forecast for Consumer Retailing industry in Japan. Consensus price target down from JP¥1,300 to JP¥1,000. Share price was steady at JP¥1,048 over the past week.
Reported Earnings • Nov 18Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥48.15 (down from JP¥56.34 in FY 2022). Revenue: JP¥133.9b (up 16% from FY 2022). Net income: JP¥2.83b (down 15% from FY 2022). Profit margin: 2.1% (down from 2.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan. 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 8% per year.
공시 • Nov 17Yokorei Co.,Ltd., Annual General Meeting, Dec 22, 2023Yokorei Co.,Ltd., Annual General Meeting, Dec 22, 2023.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥12.50 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 25 December 2023. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Price Target Changed • Sep 07Price target increased by 24% to JP¥1,300Up from JP¥1,050, the current price target is provided by 1 analyst. New target price is 6.9% below last closing price of JP¥1,396. Stock is up 51% over the past year. The company is forecast to post earnings per share of JP¥47.60 for next year compared to JP¥56.34 last year.
공시 • Sep 02Yokorei Co.,Ltd. to Report Fiscal Year 2023 Results on Nov 14, 2023Yokorei Co.,Ltd. announced that they will report fiscal year 2023 results on Nov 14, 2023
Reported Earnings • Aug 15Third quarter 2023 earnings released: EPS: JP¥19.29 (vs JP¥15.71 in 3Q 2022)Third quarter 2023 results: EPS: JP¥19.29 (up from JP¥15.71 in 3Q 2022). Revenue: JP¥35.7b (up 21% from 3Q 2022). Net income: JP¥1.13b (up 23% from 3Q 2022). Profit margin: 3.2% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Consumer Retailing industry in Japan. 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 13% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 17Second quarter 2023 earnings released: EPS: JP¥7.55 (vs JP¥13.45 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.55 (down from JP¥13.45 in 2Q 2022). Revenue: JP¥30.5b (up 20% from 2Q 2022). Net income: JP¥444.0m (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.50 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 14First quarter 2023 earnings released: EPS: JP¥12.68 (vs JP¥21.08 in 1Q 2022)First quarter 2023 results: EPS: JP¥12.68 (down from JP¥21.08 in 1Q 2022). Revenue: JP¥32.7b (up 11% from 1Q 2022). Net income: JP¥746.0m (down 40% from 1Q 2022). Profit margin: 2.3% (down from 4.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Feb 12Yokorei Co.,Ltd. to Report Q1, 2023 Results on Feb 13, 2023Yokorei Co.,Ltd. announced that they will report Q1, 2023 results on Feb 13, 2023
Reported Earnings • Dec 28Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥56.34 (down from JP¥61.30 in FY 2021). Revenue: JP¥115.3b (up 4.0% from FY 2021). Net income: JP¥3.32b (down 8.0% from FY 2021). Profit margin: 2.9% (down from 3.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Nov 16Yokorei Co.,Ltd., Annual General Meeting, Dec 22, 2022Yokorei Co.,Ltd., Annual General Meeting, Dec 22, 2022.
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. 8 experienced directors. 3 highly experienced directors. 4 independent directors (8 non-independent directors). Independent Outside Director Yosuke Horiai was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Nov 15Yokorei Co.,Ltd. (TSE:2874) announces an Equity Buyback for 200,000 shares, representing 0.34% for ¥200 million.Yokorei Co.,Ltd. (TSE:2874) announces a share repurchase program. Under the program the company will repurchase 200,000 shares, representing 0.34% of the outstanding shares for ¥200 million. The purpose of the program is to implement a flexible capital policy that responds to changes in the business environment. The program will run until December 20, 2022. As of September 30, 2022, the company had 59,122,748 shares outstanding and 143,936 shares in treasury.
공시 • Oct 26Yokorei Co.,Ltd. to Report Q4, 2022 Results on Nov 14, 2022Yokorei Co.,Ltd. announced that they will report Q4, 2022 results on Nov 14, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 23 December 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 15Third quarter 2022 earnings released: EPS: JP¥15.71 (vs JP¥12.48 in 3Q 2021)Third quarter 2022 results: EPS: JP¥15.71 (up from JP¥12.48 in 3Q 2021). Revenue: JP¥29.6b (up 1.0% from 3Q 2021). Net income: JP¥925.0m (up 26% from 3Q 2021). Profit margin: 3.1% (up from 2.5% in 3Q 2021). Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Jul 21Yokorei Co.,Ltd. to Report Q3, 2022 Results on Aug 12, 2022Yokorei Co.,Ltd. announced that they will report Q3, 2022 results on Aug 12, 2022
Major Estimate Revision • Jun 21Consensus EPS estimates increase by 24%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥107.7b to JP¥111.2b. EPS estimate increased from JP¥49.30 to JP¥61.20 per share. Net income forecast to shrink 20% next year vs 6.9% growth forecast for Consumer Retailing industry in Japan . Consensus price target of JP¥925 unchanged from last update. Share price was steady at JP¥847 over the past week.
Reported Earnings • May 16Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: JP¥13.45 (up from JP¥8.74 in 2Q 2021). Revenue: JP¥25.4b (flat on 2Q 2021). Net income: JP¥792.0m (up 54% from 2Q 2021). Profit margin: 3.1% (up from 2.0% in 2Q 2021). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 57%. Over the next year, revenue is expected to shrink by 2.8% compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
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. 8 experienced directors. 3 highly experienced directors. 4 independent directors (8 non-independent directors). Independent Outside Director Yosuke Horiai was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 13Yokorei Co.,Ltd. to Report Q2, 2022 Results on May 13, 2022Yokorei Co.,Ltd. announced that they will report Q2, 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 14 June 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Dec 28Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: JP¥61.30 (up from JP¥39.85 in FY 2020). Revenue: JP¥110.8b (down 3.7% from FY 2020). Net income: JP¥3.61b (up 54% from FY 2020). Profit margin: 3.3% (up from 2.0% in FY 2020). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 57%. Earnings per share (EPS) surpassed analyst estimates by 57%. Over the next year, revenue is expected to shrink by 2.5% compared to a 27% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Dec 25Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥112.3b to JP¥108.0b. EPS estimate also fell from JP¥60.35 per share to JP¥51.00 per share. Net income forecast to shrink 17% next year vs 8.3% growth forecast for Consumer Retailing industry in Japan . Consensus price target down from JP¥975 to JP¥925. Share price fell 3.1% to JP¥817 over the past week.
Reported Earnings • Nov 16Full year 2021 earnings released: EPS JP¥61.30 (vs JP¥39.85 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥110.8b (down 3.7% from FY 2020). Net income: JP¥3.61b (up 54% from FY 2020). Profit margin: 3.3% (up from 2.0% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 23 December 2021. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.4%).
Reported Earnings • May 17Second quarter 2021 earnings released: EPS JP¥8.74 (vs JP¥8.82 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although earnings were flat and profit margins improved. Second quarter 2021 results: Revenue: JP¥25.4b (down 5.0% from 2Q 2020). Net income: JP¥514.0m (flat on 2Q 2020). Profit margin: 2.0% (up from 1.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 13% 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.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 15 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%).
Analyst Estimate Surprise Post Earnings • Feb 14Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 1.2%, compared to a 8.3% growth forecast for the Consumer Retailing industry in Japan.
Reported Earnings • Feb 14First quarter 2021 earnings released: EPS JP¥14.14 (vs JP¥13.04 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: JP¥28.3b (down 11% from 1Q 2020). Net income: JP¥831.0m (up 8.8% from 1Q 2020). Profit margin: 2.9% (up from 2.4% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 5% per year.
Is New 90 Day High Low • Feb 12New 90-day high: JP¥907The company is up 2.0% from its price of JP¥888 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,065 per share.
공시 • Jan 20Yokohama Reito Co.,Ltd. to Report Q1, 2021 Results on Feb 12, 2021Yokohama Reito Co.,Ltd. announced that they will report Q1, 2021 results on Feb 12, 2021
Analyst Estimate Surprise Post Earnings • Dec 27Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.1%. Earnings per share (EPS) exceeded analyst estimates by 4.2%. Over the next year, revenue is expected to shrink by 2.6% compared to a 4.8% growth forecast for the Consumer Retailing industry in Japan.
Reported Earnings • Dec 27Full year 2020 earnings released: EPS JP¥39.85The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥115.0b (down 18% from FY 2019). Net income: JP¥2.34b (down 31% from FY 2019). Profit margin: 2.0% (down from 2.4% 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 9% per year and the company’s share price has also fallen by 9% per year.
Major Estimate Revision • Dec 17Analysts lower EPS estimates to JP¥44.24The 2021 consensus revenue estimate was lowered from JP¥121.5b to JP¥111.5b. Earning per share (EPS) estimate was also lowered from JP¥56.20 to JP¥44.24 for the same period. Net income is expected to grow by 11% next year compared to 3.1% growth forecast for the Consumer Retailing industry in Japan. The consensus price target was lowered from JP¥915 to JP¥900. Share price stayed mostly flat at JP¥861 over the past week.
Price Target Changed • Dec 01Price target lowered to JP¥915Down from JP¥1,100, the current price target is an average from 2 analysts. The new target price is 7.3% above the current share price of JP¥853. As of last close, the stock is down 20% over the past year.
공시 • Nov 15Yokohama Reito Co.,Ltd., Annual General Meeting, Dec 22, 2020Yokohama Reito Co.,Ltd., Annual General Meeting, Dec 22, 2020.
공시 • Oct 18Yokohama Reito Co.,Ltd. to Report Fiscal Year 2020 Results on Nov 13, 2020Yokohama Reito Co.,Ltd. announced that they will report fiscal year 2020 results on Nov 13, 2020
공시 • Jul 19Yokohama Reito Co.,Ltd. to Report Q3, 2020 Results on Aug 13, 2020Yokohama Reito Co.,Ltd. announced that they will report Q3, 2020 results on Aug 13, 2020