View ValuationMatsukiyoCocokara 향후 성장Future 기준 점검 1/6MatsukiyoCocokara (는) 각각 연간 6.4% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.8% 로 예상됩니다.핵심 정보6.4%이익 성장률7.10%EPS 성장률Consumer Retailing 이익 성장7.7%매출 성장률3.4%향후 자기자본이익률10.78%애널리스트 커버리지Good마지막 업데이트28 Jul 2026최근 향후 성장 업데이트분석 기사 • May 15MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts ThinkLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...분석 기사 • Feb 16MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkMatsukiyoCocokara & Co. ( TSE:3088 ) shareholders are probably feeling a little disappointed, since its shares fell...공고 • Feb 13MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales to be JPY 1,100,000 million, operating profit to be JPY 85,500 million, profit attributable to owners of parent to be JPY 56,500 million and basic earnings per share to be JPY 141.67.분석 기사 • Nov 16MatsukiyoCocokara & Co. (TSE:3088) Half-Yearly Results: Here's What Analysts Are Forecasting For This YearMatsukiyoCocokara & Co. ( TSE:3088 ) last week reported its latest interim results, which makes it a good time for...분석 기사 • Aug 15MatsukiyoCocokara & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its quarterly result to the market...Price Target Changed • Aug 15Price target increased by 8.9% to JP¥9,138Up from JP¥8,388, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of JP¥9,122. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥341 for next year compared to JP¥288 last year.모든 업데이트 보기Recent updatesDeclared Dividend • Jul 25Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 15% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 30MatsukiyoCocokara & Co. to Report Q1, 2027 Results on Aug 10, 2026MatsukiyoCocokara & Co. announced that they will report Q1, 2027 results on Aug 10, 2026분석 기사 • May 15MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts ThinkLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...공고 • May 14MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 5,000,000 shares, representing 1.26% for ¥11,635 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.26% of its issued share capital (excluding treasury stock), for a total purchase price of ¥11,635 million. The shares will be repurchased at a price of ¥2,327 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. The program will be valid till May 14, 2026. As of April 30, 2025, the company has 397,928,861 outstanding shares (excluding treasury stock) and 12,346,969 treasury shares.Reported Earnings • May 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥140 (up from JP¥134 in FY 2025). Revenue: JP¥1.12t (up 5.3% from FY 2025). Net income: JP¥55.8b (up 2.0% from FY 2025). Profit margin: 5.0% (down from 5.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.3% 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 5% per year, which means it is significantly lagging earnings.공고 • May 13MatsukiyoCocokara & Co., Annual General Meeting, Jun 19, 2026MatsukiyoCocokara & Co., Annual General Meeting, Jun 19, 2026.공고 • May 09MatsukiyoCocokara & Co. to Report Fiscal Year 2026 Results on May 13, 2026MatsukiyoCocokara & Co. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).분석 기사 • Feb 16MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkMatsukiyoCocokara & Co. ( TSE:3088 ) shareholders are probably feeling a little disappointed, since its shares fell...분석 기사 • Feb 15MatsukiyoCocokara (TSE:3088) Has Announced A Dividend Of ¥24.00MatsukiyoCocokara & Co. ( TSE:3088 ) will pay a dividend of ¥24.00 on the 23rd of June. This takes the annual payment...Reported Earnings • Feb 14Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥40.39. Revenue: JP¥290.2b (up 5.2% from 3Q 2025). Net income: JP¥16.1b (down 1.2% from 3Q 2025). Profit margin: 5.5% (down from 5.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan.공고 • Feb 13MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales to be JPY 1,100,000 million, operating profit to be JPY 85,500 million, profit attributable to owners of parent to be JPY 56,500 million and basic earnings per share to be JPY 141.67.분석 기사 • Feb 04MatsukiyoCocokara & Co.'s (TSE:3088) Business Is Yet to Catch Up With Its Share PriceMatsukiyoCocokara & Co.'s ( TSE:3088 ) price-to-earnings (or "P/E") ratio of 17.9x might make it look like a sell right...분석 기사 • Jan 21Should You Be Adding MatsukiyoCocokara (TSE:3088) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Dec 25MatsukiyoCocokara (TSE:3088) Will Pay A Dividend Of ¥24.00MatsukiyoCocokara & Co.'s ( TSE:3088 ) investors are due to receive a payment of ¥24.00 per share on 23rd of June. The...공고 • Dec 25MatsukiyoCocokara & Co. to Report Q3, 2026 Results on Feb 13, 2026MatsukiyoCocokara & Co. announced that they will report Q3, 2026 results on Feb 13, 2026분석 기사 • Dec 17MatsukiyoCocokara (TSE:3088) Shareholders Will Want The ROCE Trajectory To ContinueThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...분석 기사 • Dec 03MatsukiyoCocokara (TSE:3088) Has Announced A Dividend Of ¥24.00MatsukiyoCocokara & Co.'s ( TSE:3088 ) investors are due to receive a payment of ¥24.00 per share on 23rd of June. This...Declared Dividend • Dec 03First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 16MatsukiyoCocokara & Co. (TSE:3088) Half-Yearly Results: Here's What Analysts Are Forecasting For This YearMatsukiyoCocokara & Co. ( TSE:3088 ) last week reported its latest interim results, which makes it a good time for...Reported Earnings • Nov 14Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥34.12 (up from JP¥32.42 in 2Q 2025). Revenue: JP¥275.5b (up 3.6% from 2Q 2025). Net income: JP¥13.6b (up 2.2% from 2Q 2025). Profit margin: 4.9% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 3.4% 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 increased by 13% per year whereas the company’s share price has increased by 15% per year.공고 • Nov 14+ 1 more updateMatsukiyoCocokara & Co. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025 and Provides Year End Dividend Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. announced dividend of JPY 24.00 per share for the second quarter ended September 30, 2025 compared to JPY 21.00 per share paid a year ago. Scheduled date to commence dividend payments: December 2, 2025 The company provided year end dividend guidance for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 24.00 per share for the year ending March 31, 2026 compared to JPY 23.00 per share paid a year ago.분석 기사 • Oct 08MatsukiyoCocokara (TSE:3088) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...공고 • Sep 25MatsukiyoCocokara & Co. to Report Q2, 2026 Results on Nov 13, 2025MatsukiyoCocokara & Co. announced that they will report Q2, 2026 results on Nov 13, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).분석 기사 • Aug 29MatsukiyoCocokara & Co.'s (TSE:3088) Intrinsic Value Is Potentially 57% Above Its Share PriceKey Insights The projected fair value for MatsukiyoCocokara is JP¥4,844 based on 2 Stage Free Cash Flow to Equity...분석 기사 • Aug 15MatsukiyoCocokara & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its quarterly result to the market...Reported Earnings • Aug 14First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥32.30 (up from JP¥28.00 in 1Q 2025). Revenue: JP¥273.6b (up 5.3% from 1Q 2025). Net income: JP¥12.9b (up 11% from 1Q 2025). Profit margin: 4.7% (up from 4.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% 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 increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 16% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 29MatsukiyoCocokara & Co. to Report Q1, 2026 Results on Aug 13, 2025MatsukiyoCocokara & Co. announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥125 in FY 2024). Revenue: JP¥1.06t (up 3.8% from FY 2024). Net income: JP¥54.7b (up 4.4% from FY 2024). Profit margin: 5.2% (up from 5.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.0% 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 whereas the company’s share price has increased by 16% per year.Buy Or Sell Opportunity • Jun 09Now 20% undervaluedOver the last 90 days, the stock has risen 22% to JP¥2,837. The fair value is estimated to be JP¥3,553, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.Buy Or Sell Opportunity • May 16Now 21% undervaluedOver the last 90 days, the stock has risen 34% to JP¥2,899. The fair value is estimated to be JP¥3,652, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.Reported Earnings • May 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥125 in FY 2024). Revenue: JP¥1.06t (up 3.8% from FY 2024). Net income: JP¥54.7b (up 4.4% from FY 2024). Profit margin: 5.2% (up from 5.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 3.1% 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 increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 10MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 5,700,000 shares, representing 1.41% for ¥15,276 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 5,700,000 shares, representing 1.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15.276 million. The shares will be repurchased at a price of ¥2,680 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. As of April 30, 2025, the company has 403,576,592 issued shares and 12,099,038 treasury shares.공고 • May 09MatsukiyoCocokara & Co., Annual General Meeting, Jun 20, 2025MatsukiyoCocokara & Co., Annual General Meeting, Jun 20, 2025.공고 • Mar 22MatsukiyoCocokara & Co. to Report Fiscal Year 2025 Results on May 09, 2025MatsukiyoCocokara & Co. announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).Reported Earnings • Feb 16Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥40.30. Revenue: JP¥275.8b (up 5.0% from 3Q 2024). Net income: JP¥16.3b (down 1.2% from 3Q 2024). Profit margin: 5.9% (down from 6.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan.공고 • Jan 03MatsukiyoCocokara & Co. to Report Q3, 2025 Results on Feb 14, 2025MatsukiyoCocokara & Co. announced that they will report Q3, 2025 results on Feb 14, 2025Reported Earnings • Nov 20Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥32.42 (down from JP¥33.10 in 2Q 2024). Revenue: JP¥266.0b (up 2.5% from 2Q 2024). Net income: JP¥13.3b (down 4.0% from 2Q 2024). Profit margin: 5.0% (down from 5.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 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 14% per year whereas the company’s share price has increased by 10% per year.Buy Or Sell Opportunity • Oct 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥2,155. The fair value is estimated to be JP¥2,701, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.공고 • Sep 25MatsukiyoCocokara & Co. to Report Q2, 2025 Results on Nov 14, 2024MatsukiyoCocokara & Co. announced that they will report Q2, 2025 results on Nov 14, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 18First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥28.00 (down from JP¥28.69 in 1Q 2024). Revenue: JP¥259.7b (up 4.6% from 1Q 2024). Net income: JP¥11.7b (down 2.7% from 1Q 2024). Profit margin: 4.5% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% 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 increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공고 • Aug 15MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 13,224,500 shares, for ¥29,999.78 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 13,224,500 shares, representing 3.17% of its issued share capital (excluding treasury stock), for a total purchase price of ¥29,999.78 million. The shares will be repurchased at a price of ¥2,268.5 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. As of July 31, 2024, the company has 416,747,449 issued shares and 12,152,681 treasury shares.Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥125 (up from JP¥96.02 in FY 2023). Revenue: JP¥1.02t (up 7.5% from FY 2023). Net income: JP¥52.3b (up 29% from FY 2023). Profit margin: 5.1% (up from 4.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year.공고 • Jun 22MatsukiyoCocokara & Co. to Report Q1, 2025 Results on Aug 13, 2024MatsukiyoCocokara & Co. announced that they will report Q1, 2025 results on Aug 13, 2024Reported Earnings • May 12Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥125 (up from JP¥96.02 in FY 2023). Revenue: JP¥1.02t (up 7.5% from FY 2023). Net income: JP¥52.3b (up 29% from FY 2023). Profit margin: 5.1% (up from 4.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.공고 • May 12MatsukiyoCocokara & Co., Annual General Meeting, Jun 21, 2024MatsukiyoCocokara & Co., Annual General Meeting, Jun 21, 2024.공고 • May 11MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 420,000 shares, representing 0.1% for ¥964.74 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 420,000 shares, representing 0.1% of its issued share capital (excluding treasury stock), for a total purchase price of ¥964.74 million. The shares will be repurchased at a price of ¥2,297 per share. The purpose of the program is to improve capital efficiency and enable it to implement a flexible capital policy that responds to changes in the business environment. As of March 31, 2024, the company has 417,561,819 issued shares and 417,561,819 treasury shares.공고 • Mar 27MatsukiyoCocokara & Co. to Report Fiscal Year 2024 Results on May 10, 2024MatsukiyoCocokara & Co. announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%).Reported Earnings • Feb 16Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥39.42 (up from JP¥32.60 in 3Q 2023). Revenue: JP¥262.6b (up 5.4% from 3Q 2023). Net income: JP¥16.5b (up 20% from 3Q 2023). Profit margin: 6.3% (up from 5.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 3.6% 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 16% per year whereas the company’s share price has increased by 20% per year.공고 • Dec 24MatsukiyoCocokara & Co. to Report Q3, 2024 Results on Feb 14, 2024MatsukiyoCocokara & Co. announced that they will report Q3, 2024 results on Feb 14, 2024Reported Earnings • Nov 18Second quarter 2024 earnings: Revenues exceed analyst expectationsSecond quarter 2024 results: Revenue: JP¥259.5b (up 9.1% from 2Q 2023). Net income: JP¥13.8b (up 31% from 2Q 2023). Profit margin: 5.3% (up from 4.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan.공고 • Nov 17MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 800,000 shares, representing 0.19% for ¥2,172 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 0.19% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,172 million. The shares will be repurchased at a price of ¥2,715 per share. The purpose of the program is to improve capital efficiency and enable flexible capital policy implementation in response to changes in the business environment. The program is valid till November 15, 2023. As of October 31, 2023, the company has 428,900,130 issued shares and 11,053,115 treasury shares.공고 • Sep 24MatsukiyoCocokara & Co. to Report Q2, 2024 Results on Nov 14, 2023MatsukiyoCocokara & Co. announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.6%).Price Target Changed • Aug 15Price target increased by 8.9% to JP¥9,138Up from JP¥8,388, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of JP¥9,122. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥341 for next year compared to JP¥288 last year.Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥86.06 (vs JP¥56.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥86.06 (up from JP¥56.11 in 1Q 2023). Revenue: JP¥248.2b (up 9.2% from 1Q 2023). Net income: JP¥12.0b (up 51% from 1Q 2023). Profit margin: 4.8% (up from 3.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 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 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.공고 • Aug 11MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 220,000 shares, representing 0.16% for ¥1,936 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 0.16% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,936 million. The shares will be repurchased at a price of ¥8,710 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. The program is valid till August 14, 2023. As of July 31, 2023, the company has 139,472,057 issued shares and 3,494,653 treasury shares.공고 • Jun 28MatsukiyoCocokara & Co. to Report Q1, 2024 Results on Aug 10, 2023MatsukiyoCocokara & Co. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥288 (up from JP¥283 in FY 2022). Revenue: JP¥951.2b (up 30% from FY 2022). Net income: JP¥40.5b (up 17% from FY 2022). Profit margin: 4.3% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 14MatsukiyoCocokara & Co., Annual General Meeting, Jun 23, 2023MatsukiyoCocokara & Co., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Price Target Changed • Feb 17Price target increased by 7.7% to JP¥7,096Up from JP¥6,591, the current price target is an average from 11 analysts. New target price is 7.4% above last closing price of JP¥6,610. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥285 for next year compared to JP¥283 last year.공고 • Feb 15MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 1,250,000 shares, representing 0.89% for ¥8,500 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 1,250,000 shares, representing 0.89% of its issued share capital (excluding treasury stock), for a total purchase price of ¥8,500 million. The shares will be repurchased at a price of ¥6,570 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. The program is valid till February 15, 2023. As of February 14, 2023, the company has 142,966,710 issued shares and 2,415,772 treasury shares.공고 • Dec 26MatsukiyoCocokara & Co. to Report Q3, 2023 Results on Feb 14, 2023MatsukiyoCocokara & Co. announced that they will report Q3, 2023 results on Feb 14, 2023공고 • Nov 16MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 230,000 shares, representing 0.16% for ¥1,500 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 230,000 shares, representing 0.16% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The shares will be repurchased at a price of ¥5,250 per share. As of November 14, 2022, the company has 142,966,710 issued shares and 2,211,377 treasury shares.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Isao Matsushita was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Sep 24MatsukiyoCocokara & Co. to Report Q2, 2023 Results on Nov 14, 2022MatsukiyoCocokara & Co. announced that they will report Q2, 2023 results on Nov 14, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥56.11 (vs JP¥51.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥56.11 (up from JP¥51.03 in 1Q 2022). Revenue: JP¥227.2b (up 65% from 1Q 2022). Net income: JP¥7.93b (up 52% from 1Q 2022). Profit margin: 3.5% (down from 3.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, 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 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.공고 • Aug 13MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 700,000 shares, representing 0.49% for ¥3,600 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 0.49% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,600 million. The purpose of the program is improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. As of August 12, 2022, the company has 142,966,710 issued shares (excluding treasury stock) and 1,627,938 treasury shares.Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥283 (up from JP¥210 in FY 2021). Revenue: JP¥730.0b (up 31% from FY 2021). Net income: JP¥34.6b (up 60% from FY 2021). Profit margin: 4.7% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 31%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 15MatsukiyoCocokara & Co., Annual General Meeting, Jun 28, 2022MatsukiyoCocokara & Co., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Isao Matsushita was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Apr 07MatsukiyoCocokara & Co. to Report Fiscal Year 2022 Results on May 13, 2022MatsukiyoCocokara & Co. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).Reported Earnings • Feb 20Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥129 (up from JP¥67.08 in 3Q 2021). Revenue: JP¥230.9b (up 56% from 3Q 2021). Net income: JP¥18.5b (up 168% from 3Q 2021). Profit margin: 8.0% (up from 4.7% in 3Q 2021). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 42%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.이익 및 매출 성장 예측TSE:3088 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,246,57067,09360,34893,33983/31/20281,205,82263,83255,65187,494103/31/20271,170,30860,32454,37782,82193/31/20261,117,44055,77653,06273,201N/A12/31/20251,099,44656,045N/AN/AN/A9/30/20251,084,99156,23454,13070,488N/A6/30/20251,075,52055,941N/AN/AN/A3/31/20251,061,62654,67567,01481,472N/A12/31/20241,053,71851,272N/AN/AN/A9/30/20241,040,49451,46761,11978,442N/A6/30/20241,034,05852,023N/AN/AN/A3/31/20241,022,53152,34743,39363,506N/A12/31/20231,007,30450,580N/AN/AN/A9/30/2023993,93847,87947,01465,571N/A6/30/2023972,26044,612N/AN/AN/A3/31/2023951,24740,54547,31564,061N/A12/31/2022936,38838,084N/AN/AN/A9/30/2022918,04142,78734,33850,688N/A6/30/2022819,69237,301N/AN/AN/A3/31/2022729,96934,58828,84639,812N/A12/31/2021643,43433,716N/AN/AN/A9/30/2021560,06422,14423,93130,384N/A6/30/2021562,77922,909N/AN/AN/A3/31/2021556,90721,56820,60925,875N/A12/31/2020565,76823,887N/AN/AN/A9/30/2020564,02422,95311,36816,814N/A6/30/2020576,35123,533N/AN/AN/A3/31/2020590,59326,17618,53524,764N/A12/31/2019587,34825,052N/AN/AN/A9/30/2019589,28226,402N/A31,263N/A6/30/2019577,28324,913N/AN/AN/A3/31/2019575,99125,035N/A21,897N/A12/31/2018573,20724,222N/AN/AN/A9/30/2018569,30723,635N/A24,277N/A6/30/2018565,97423,618N/AN/AN/A3/31/2018558,87922,755N/A27,938N/A12/31/2017551,51522,652N/AN/AN/A9/30/2017545,37521,483N/A27,225N/A6/30/2017538,52220,667N/AN/AN/A3/31/2017535,13320,119N/A23,722N/A12/31/2016536,85818,166N/AN/AN/A9/30/2016537,36619,503N/A22,739N/A6/30/2016538,80218,964N/AN/AN/A3/31/2016536,05217,853N/A31,075N/A12/31/2015526,24118,593N/AN/AN/A9/30/2015516,01015,130N/A27,380N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3088 의 연간 예상 수익 증가율(6.4%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 3088 의 연간 수익(6.4%)이 JP 시장(9.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 3088 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3088 의 수익(연간 3.4%)이 JP 시장(연간 6.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3088 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3088의 자본 수익률은 3년 후 10.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/31 12:46종가2026/07/31 00:00수익2026/03/31연간 수익2026/03/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 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 소스MatsukiyoCocokara & Co.는 21명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Arashi NishizawaBofA Global ResearchMitsuru TakayanagiCitigroup IncCiti ResearchCitigroup Inc18명의 분석가 더 보기
분석 기사 • May 15MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts ThinkLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...
분석 기사 • Feb 16MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkMatsukiyoCocokara & Co. ( TSE:3088 ) shareholders are probably feeling a little disappointed, since its shares fell...
공고 • Feb 13MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales to be JPY 1,100,000 million, operating profit to be JPY 85,500 million, profit attributable to owners of parent to be JPY 56,500 million and basic earnings per share to be JPY 141.67.
분석 기사 • Nov 16MatsukiyoCocokara & Co. (TSE:3088) Half-Yearly Results: Here's What Analysts Are Forecasting For This YearMatsukiyoCocokara & Co. ( TSE:3088 ) last week reported its latest interim results, which makes it a good time for...
분석 기사 • Aug 15MatsukiyoCocokara & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its quarterly result to the market...
Price Target Changed • Aug 15Price target increased by 8.9% to JP¥9,138Up from JP¥8,388, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of JP¥9,122. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥341 for next year compared to JP¥288 last year.
Declared Dividend • Jul 25Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 2.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 15% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 30MatsukiyoCocokara & Co. to Report Q1, 2027 Results on Aug 10, 2026MatsukiyoCocokara & Co. announced that they will report Q1, 2027 results on Aug 10, 2026
분석 기사 • May 15MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Yearly Earnings: Here's What Analysts ThinkLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its yearly result to the market. The...
공고 • May 14MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 5,000,000 shares, representing 1.26% for ¥11,635 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.26% of its issued share capital (excluding treasury stock), for a total purchase price of ¥11,635 million. The shares will be repurchased at a price of ¥2,327 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. The program will be valid till May 14, 2026. As of April 30, 2025, the company has 397,928,861 outstanding shares (excluding treasury stock) and 12,346,969 treasury shares.
Reported Earnings • May 14Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥140 (up from JP¥134 in FY 2025). Revenue: JP¥1.12t (up 5.3% from FY 2025). Net income: JP¥55.8b (up 2.0% from FY 2025). Profit margin: 5.0% (down from 5.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.3% 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 5% per year, which means it is significantly lagging earnings.
공고 • May 13MatsukiyoCocokara & Co., Annual General Meeting, Jun 19, 2026MatsukiyoCocokara & Co., Annual General Meeting, Jun 19, 2026.
공고 • May 09MatsukiyoCocokara & Co. to Report Fiscal Year 2026 Results on May 13, 2026MatsukiyoCocokara & Co. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
분석 기사 • Feb 16MatsukiyoCocokara & Co. (TSE:3088) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkMatsukiyoCocokara & Co. ( TSE:3088 ) shareholders are probably feeling a little disappointed, since its shares fell...
분석 기사 • Feb 15MatsukiyoCocokara (TSE:3088) Has Announced A Dividend Of ¥24.00MatsukiyoCocokara & Co. ( TSE:3088 ) will pay a dividend of ¥24.00 on the 23rd of June. This takes the annual payment...
Reported Earnings • Feb 14Third quarter 2026 earnings: EPS misses analyst expectationsThird quarter 2026 results: EPS: JP¥40.39. Revenue: JP¥290.2b (up 5.2% from 3Q 2025). Net income: JP¥16.1b (down 1.2% from 3Q 2025). Profit margin: 5.5% (down from 5.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Retailing industry in Japan.
공고 • Feb 13MatsukiyoCocokara & Co. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects net sales to be JPY 1,100,000 million, operating profit to be JPY 85,500 million, profit attributable to owners of parent to be JPY 56,500 million and basic earnings per share to be JPY 141.67.
분석 기사 • Feb 04MatsukiyoCocokara & Co.'s (TSE:3088) Business Is Yet to Catch Up With Its Share PriceMatsukiyoCocokara & Co.'s ( TSE:3088 ) price-to-earnings (or "P/E") ratio of 17.9x might make it look like a sell right...
분석 기사 • Jan 21Should You Be Adding MatsukiyoCocokara (TSE:3088) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Dec 25MatsukiyoCocokara (TSE:3088) Will Pay A Dividend Of ¥24.00MatsukiyoCocokara & Co.'s ( TSE:3088 ) investors are due to receive a payment of ¥24.00 per share on 23rd of June. The...
공고 • Dec 25MatsukiyoCocokara & Co. to Report Q3, 2026 Results on Feb 13, 2026MatsukiyoCocokara & Co. announced that they will report Q3, 2026 results on Feb 13, 2026
분석 기사 • Dec 17MatsukiyoCocokara (TSE:3088) Shareholders Will Want The ROCE Trajectory To ContinueThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
분석 기사 • Dec 03MatsukiyoCocokara (TSE:3088) Has Announced A Dividend Of ¥24.00MatsukiyoCocokara & Co.'s ( TSE:3088 ) investors are due to receive a payment of ¥24.00 per share on 23rd of June. This...
Declared Dividend • Dec 03First half dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 16MatsukiyoCocokara & Co. (TSE:3088) Half-Yearly Results: Here's What Analysts Are Forecasting For This YearMatsukiyoCocokara & Co. ( TSE:3088 ) last week reported its latest interim results, which makes it a good time for...
Reported Earnings • Nov 14Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: JP¥34.12 (up from JP¥32.42 in 2Q 2025). Revenue: JP¥275.5b (up 3.6% from 2Q 2025). Net income: JP¥13.6b (up 2.2% from 2Q 2025). Profit margin: 4.9% (down from 5.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 3.4% 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 increased by 13% per year whereas the company’s share price has increased by 15% per year.
공고 • Nov 14+ 1 more updateMatsukiyoCocokara & Co. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025 and Provides Year End Dividend Guidance for the Year Ending March 31, 2026MatsukiyoCocokara & Co. announced dividend of JPY 24.00 per share for the second quarter ended September 30, 2025 compared to JPY 21.00 per share paid a year ago. Scheduled date to commence dividend payments: December 2, 2025 The company provided year end dividend guidance for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 24.00 per share for the year ending March 31, 2026 compared to JPY 23.00 per share paid a year ago.
분석 기사 • Oct 08MatsukiyoCocokara (TSE:3088) Ticks All The Boxes When It Comes To Earnings GrowthIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
공고 • Sep 25MatsukiyoCocokara & Co. to Report Q2, 2026 Results on Nov 13, 2025MatsukiyoCocokara & Co. announced that they will report Q2, 2026 results on Nov 13, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%).
분석 기사 • Aug 29MatsukiyoCocokara & Co.'s (TSE:3088) Intrinsic Value Is Potentially 57% Above Its Share PriceKey Insights The projected fair value for MatsukiyoCocokara is JP¥4,844 based on 2 Stage Free Cash Flow to Equity...
분석 기사 • Aug 15MatsukiyoCocokara & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowLast week, you might have seen that MatsukiyoCocokara & Co. ( TSE:3088 ) released its quarterly result to the market...
Reported Earnings • Aug 14First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: JP¥32.30 (up from JP¥28.00 in 1Q 2025). Revenue: JP¥273.6b (up 5.3% from 1Q 2025). Net income: JP¥12.9b (up 11% from 1Q 2025). Profit margin: 4.7% (up from 4.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% 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 increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥23.00 announcedShareholders will receive a dividend of JP¥23.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 1.5%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 16% 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 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 29MatsukiyoCocokara & Co. to Report Q1, 2026 Results on Aug 13, 2025MatsukiyoCocokara & Co. announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥125 in FY 2024). Revenue: JP¥1.06t (up 3.8% from FY 2024). Net income: JP¥54.7b (up 4.4% from FY 2024). Profit margin: 5.2% (up from 5.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.0% 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 whereas the company’s share price has increased by 16% per year.
Buy Or Sell Opportunity • Jun 09Now 20% undervaluedOver the last 90 days, the stock has risen 22% to JP¥2,837. The fair value is estimated to be JP¥3,553, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
Buy Or Sell Opportunity • May 16Now 21% undervaluedOver the last 90 days, the stock has risen 34% to JP¥2,899. The fair value is estimated to be JP¥3,652, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.
Reported Earnings • May 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥134 (up from JP¥125 in FY 2024). Revenue: JP¥1.06t (up 3.8% from FY 2024). Net income: JP¥54.7b (up 4.4% from FY 2024). Profit margin: 5.2% (up from 5.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 3.1% 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 increased by 13% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 10MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 5,700,000 shares, representing 1.41% for ¥15,276 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 5,700,000 shares, representing 1.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15.276 million. The shares will be repurchased at a price of ¥2,680 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. As of April 30, 2025, the company has 403,576,592 issued shares and 12,099,038 treasury shares.
공고 • May 09MatsukiyoCocokara & Co., Annual General Meeting, Jun 20, 2025MatsukiyoCocokara & Co., Annual General Meeting, Jun 20, 2025.
공고 • Mar 22MatsukiyoCocokara & Co. to Report Fiscal Year 2025 Results on May 09, 2025MatsukiyoCocokara & Co. announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.7%).
Reported Earnings • Feb 16Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥40.30. Revenue: JP¥275.8b (up 5.0% from 3Q 2024). Net income: JP¥16.3b (down 1.2% from 3Q 2024). Profit margin: 5.9% (down from 6.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Consumer Retailing industry in Japan.
공고 • Jan 03MatsukiyoCocokara & Co. to Report Q3, 2025 Results on Feb 14, 2025MatsukiyoCocokara & Co. announced that they will report Q3, 2025 results on Feb 14, 2025
Reported Earnings • Nov 20Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥32.42 (down from JP¥33.10 in 2Q 2024). Revenue: JP¥266.0b (up 2.5% from 2Q 2024). Net income: JP¥13.3b (down 4.0% from 2Q 2024). Profit margin: 5.0% (down from 5.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 4.2%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 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 14% per year whereas the company’s share price has increased by 10% per year.
Buy Or Sell Opportunity • Oct 16Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to JP¥2,155. The fair value is estimated to be JP¥2,701, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
공고 • Sep 25MatsukiyoCocokara & Co. to Report Q2, 2025 Results on Nov 14, 2024MatsukiyoCocokara & Co. announced that they will report Q2, 2025 results on Nov 14, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 18First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: JP¥28.00 (down from JP¥28.69 in 1Q 2024). Revenue: JP¥259.7b (up 4.6% from 1Q 2024). Net income: JP¥11.7b (down 2.7% from 1Q 2024). Profit margin: 4.5% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 3.1% 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 increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공고 • Aug 15MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 13,224,500 shares, for ¥29,999.78 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 13,224,500 shares, representing 3.17% of its issued share capital (excluding treasury stock), for a total purchase price of ¥29,999.78 million. The shares will be repurchased at a price of ¥2,268.5 per share. The purpose of the program is to improve capital efficiency and further enhance shareholder returns. The repurchased shares will be cancelled. As of July 31, 2024, the company has 416,747,449 issued shares and 12,152,681 treasury shares.
Reported Earnings • Jun 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥125 (up from JP¥96.02 in FY 2023). Revenue: JP¥1.02t (up 7.5% from FY 2023). Net income: JP¥52.3b (up 29% from FY 2023). Profit margin: 5.1% (up from 4.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year.
공고 • Jun 22MatsukiyoCocokara & Co. to Report Q1, 2025 Results on Aug 13, 2024MatsukiyoCocokara & Co. announced that they will report Q1, 2025 results on Aug 13, 2024
Reported Earnings • May 12Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: JP¥125 (up from JP¥96.02 in FY 2023). Revenue: JP¥1.02t (up 7.5% from FY 2023). Net income: JP¥52.3b (up 29% from FY 2023). Profit margin: 5.1% (up from 4.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
공고 • May 12MatsukiyoCocokara & Co., Annual General Meeting, Jun 21, 2024MatsukiyoCocokara & Co., Annual General Meeting, Jun 21, 2024.
공고 • May 11MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 420,000 shares, representing 0.1% for ¥964.74 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 420,000 shares, representing 0.1% of its issued share capital (excluding treasury stock), for a total purchase price of ¥964.74 million. The shares will be repurchased at a price of ¥2,297 per share. The purpose of the program is to improve capital efficiency and enable it to implement a flexible capital policy that responds to changes in the business environment. As of March 31, 2024, the company has 417,561,819 issued shares and 417,561,819 treasury shares.
공고 • Mar 27MatsukiyoCocokara & Co. to Report Fiscal Year 2024 Results on May 10, 2024MatsukiyoCocokara & Co. announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%).
Reported Earnings • Feb 16Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: JP¥39.42 (up from JP¥32.60 in 3Q 2023). Revenue: JP¥262.6b (up 5.4% from 3Q 2023). Net income: JP¥16.5b (up 20% from 3Q 2023). Profit margin: 6.3% (up from 5.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 3.6% 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 16% per year whereas the company’s share price has increased by 20% per year.
공고 • Dec 24MatsukiyoCocokara & Co. to Report Q3, 2024 Results on Feb 14, 2024MatsukiyoCocokara & Co. announced that they will report Q3, 2024 results on Feb 14, 2024
Reported Earnings • Nov 18Second quarter 2024 earnings: Revenues exceed analyst expectationsSecond quarter 2024 results: Revenue: JP¥259.5b (up 9.1% from 2Q 2023). Net income: JP¥13.8b (up 31% from 2Q 2023). Profit margin: 5.3% (up from 4.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Consumer Retailing industry in Japan.
공고 • Nov 17MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 800,000 shares, representing 0.19% for ¥2,172 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 0.19% of its issued share capital (excluding treasury stock), for a total purchase price of ¥2,172 million. The shares will be repurchased at a price of ¥2,715 per share. The purpose of the program is to improve capital efficiency and enable flexible capital policy implementation in response to changes in the business environment. The program is valid till November 15, 2023. As of October 31, 2023, the company has 428,900,130 issued shares and 11,053,115 treasury shares.
공고 • Sep 24MatsukiyoCocokara & Co. to Report Q2, 2024 Results on Nov 14, 2023MatsukiyoCocokara & Co. announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (1.6%).
Price Target Changed • Aug 15Price target increased by 8.9% to JP¥9,138Up from JP¥8,388, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of JP¥9,122. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥341 for next year compared to JP¥288 last year.
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥86.06 (vs JP¥56.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥86.06 (up from JP¥56.11 in 1Q 2023). Revenue: JP¥248.2b (up 9.2% from 1Q 2023). Net income: JP¥12.0b (up 51% from 1Q 2023). Profit margin: 4.8% (up from 3.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 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 12% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Aug 11MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 220,000 shares, representing 0.16% for ¥1,936 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 0.16% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,936 million. The shares will be repurchased at a price of ¥8,710 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. The program is valid till August 14, 2023. As of July 31, 2023, the company has 139,472,057 issued shares and 3,494,653 treasury shares.
공고 • Jun 28MatsukiyoCocokara & Co. to Report Q1, 2024 Results on Aug 10, 2023MatsukiyoCocokara & Co. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 16Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥288 (up from JP¥283 in FY 2022). Revenue: JP¥951.2b (up 30% from FY 2022). Net income: JP¥40.5b (up 17% from FY 2022). Profit margin: 4.3% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.6%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Consumer Retailing industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 14MatsukiyoCocokara & Co., Annual General Meeting, Jun 23, 2023MatsukiyoCocokara & Co., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Price Target Changed • Feb 17Price target increased by 7.7% to JP¥7,096Up from JP¥6,591, the current price target is an average from 11 analysts. New target price is 7.4% above last closing price of JP¥6,610. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥285 for next year compared to JP¥283 last year.
공고 • Feb 15MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 1,250,000 shares, representing 0.89% for ¥8,500 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 1,250,000 shares, representing 0.89% of its issued share capital (excluding treasury stock), for a total purchase price of ¥8,500 million. The shares will be repurchased at a price of ¥6,570 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. The program is valid till February 15, 2023. As of February 14, 2023, the company has 142,966,710 issued shares and 2,415,772 treasury shares.
공고 • Dec 26MatsukiyoCocokara & Co. to Report Q3, 2023 Results on Feb 14, 2023MatsukiyoCocokara & Co. announced that they will report Q3, 2023 results on Feb 14, 2023
공고 • Nov 16MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 230,000 shares, representing 0.16% for ¥1,500 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 230,000 shares, representing 0.16% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The shares will be repurchased at a price of ¥5,250 per share. As of November 14, 2022, the company has 142,966,710 issued shares and 2,211,377 treasury shares.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Isao Matsushita was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Sep 24MatsukiyoCocokara & Co. to Report Q2, 2023 Results on Nov 14, 2022MatsukiyoCocokara & Co. announced that they will report Q2, 2023 results on Nov 14, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥56.11 (vs JP¥51.03 in 1Q 2022)First quarter 2023 results: EPS: JP¥56.11 (up from JP¥51.03 in 1Q 2022). Revenue: JP¥227.2b (up 65% from 1Q 2022). Net income: JP¥7.93b (up 52% from 1Q 2022). Profit margin: 3.5% (down from 3.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, 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 4% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Aug 13MatsukiyoCocokara & Co. (TSE:3088) announces an Equity Buyback for 700,000 shares, representing 0.49% for ¥3,600 million.MatsukiyoCocokara & Co. (TSE:3088) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 0.49% of its issued share capital (excluding treasury stock), for a total purchase price of ¥3,600 million. The purpose of the program is improve capital efficiency and to implement a flexible capital policy that responds to changes in the business environment. As of August 12, 2022, the company has 142,966,710 issued shares (excluding treasury stock) and 1,627,938 treasury shares.
Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥283 (up from JP¥210 in FY 2021). Revenue: JP¥730.0b (up 31% from FY 2021). Net income: JP¥34.6b (up 60% from FY 2021). Profit margin: 4.7% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 31%, compared to a 21% growth forecast for the retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 15MatsukiyoCocokara & Co., Annual General Meeting, Jun 28, 2022MatsukiyoCocokara & Co., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Isao Matsushita was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Apr 07MatsukiyoCocokara & Co. to Report Fiscal Year 2022 Results on May 13, 2022MatsukiyoCocokara & Co. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.6%).
Reported Earnings • Feb 20Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥129 (up from JP¥67.08 in 3Q 2021). Revenue: JP¥230.9b (up 56% from 3Q 2021). Net income: JP¥18.5b (up 168% from 3Q 2021). Profit margin: 8.0% (up from 4.7% in 3Q 2021). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 10%. Over the next year, revenue is forecast to grow 42%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.