Poplar (7601) 주식 개요포플러 주식회사는 일본에서 편의점을 운영하고 있습니다. 자세히 보기7601 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적2/6재무 건전성6/6배당0/6강점공정 가치 추정치보다 낮은 83.5% 에서 거래위험 분석이익 마진 (1.1%)이 지난해 (2.7%)보다 낮습니다.의미 있는 시가총액이 없습니다(¥2B)모든 위험 점검 보기7601 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥162.0093.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b39b2016201920222025202620282031Revenue JP¥7.7bEarnings JP¥88.7mAdvancedSet Fair ValueView all narrativesPoplar Co., Ltd. 경쟁사UokiLtdSymbol: TSE:2683Market cap: JP¥2.5bMICREEDLtdSymbol: TSE:7687Market cap: JP¥2.7bMinoyaSymbol: TSE:386AMarket cap: JP¥4.5bThree FLtdSymbol: TSE:7544Market cap: JP¥4.2b가격 이력 및 성과Poplar 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥162.0052주 최고가JP¥209.0052주 최저가JP¥161.00베타0.551개월 변동-4.71%3개월 변동-11.96%1년 변동-10.99%3년 변동-20.59%5년 변동-41.30%IPO 이후 변동-90.94%최근 뉴스 및 업데이트Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥11.37 (vs JP¥28.04 in FY 2025)Full year 2026 results: EPS: JP¥11.37 (down from JP¥28.04 in FY 2025). Revenue: JP¥11.7b (down 3.1% from FY 2025). Net income: JP¥134.0m (down 60% from FY 2025). Profit margin: 1.1% (down from 2.7% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Apr 14Poplar Co., Ltd., Annual General Meeting, May 28, 2026Poplar Co., Ltd., Annual General Meeting, May 28, 2026.공시 • Apr 07Poplar Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Poplar Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Buy Or Sell Opportunity • Feb 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥184. The fair value is estimated to be JP¥153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to JP¥185. The fair value is estimated to be JP¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥1.84 (vs JP¥7.97 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.84 (down from JP¥7.97 in 3Q 2025). Revenue: JP¥2.90b (down 1.4% from 3Q 2025). Net income: JP¥21.7m (down 77% from 3Q 2025). Profit margin: 0.7% (down from 3.2% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.더 많은 업데이트 보기Recent updatesReported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥11.37 (vs JP¥28.04 in FY 2025)Full year 2026 results: EPS: JP¥11.37 (down from JP¥28.04 in FY 2025). Revenue: JP¥11.7b (down 3.1% from FY 2025). Net income: JP¥134.0m (down 60% from FY 2025). Profit margin: 1.1% (down from 2.7% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Apr 14Poplar Co., Ltd., Annual General Meeting, May 28, 2026Poplar Co., Ltd., Annual General Meeting, May 28, 2026.공시 • Apr 07Poplar Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Poplar Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026Buy Or Sell Opportunity • Feb 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥184. The fair value is estimated to be JP¥153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to JP¥185. The fair value is estimated to be JP¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥1.84 (vs JP¥7.97 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.84 (down from JP¥7.97 in 3Q 2025). Revenue: JP¥2.90b (down 1.4% from 3Q 2025). Net income: JP¥21.7m (down 77% from 3Q 2025). Profit margin: 0.7% (down from 3.2% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Nov 27Poplar Co., Ltd. to Report Q3, 2026 Results on Jan 09, 2026Poplar Co., Ltd. announced that they will report Q3, 2026 results on Jan 09, 2026New Risk • Oct 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥2.12b market cap, or US$14.1m).Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥10.18 (vs JP¥14.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥10.18 (down from JP¥14.30 in 2Q 2025). Revenue: JP¥2.99b (down 6.4% from 2Q 2025). Net income: JP¥120.0m (down 29% from 2Q 2025). Profit margin: 4.0% (down from 5.3% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Aug 30Poplar Co., Ltd. announced that it expects to receive ¥320 million in fundingPoplar Co., Ltd. announced a private placement to issue 6,400 Class B shares at an issue price of ¥50,000 per share for gross proceeds of ¥320,000,000 on August 29, 2025. The transaction will include participation from new investors HiCAP No. 5 for 3,200 shares and MIT Regional Reconstruction Support Investment Limited Partnership 3,200 shares. The transaction has been approved by shareholders and is expected to close on October 17, 2025. The company has disclosed the issue expenses of ¥34,000,000 and net proceeds is ¥286,000,000.공시 • Aug 29Poplar Co., Ltd. (TSE:7601) announces an Equity Buyback for 2,150,300 shares, representing 18.22% for ¥378.45 million.Poplar Co., Ltd. (TSE:7601) announces a share repurchase program. Under the program, the company will repurchase up to 2,150,300 shares, representing 18.22% of its issued share capital (excluding treasury stock) for ¥378.45 million. The shares will be repurchased from Lawson, Inc. The shares will be repurchased at the amount calculated by multiplying the average closing price of the Company's common shares on the Tokyo Stock Exchange on each business day from September 1, 2025, to October 15, 2025, or at the closing price on the Tokyo Stock Exchange on the day before the resolution date of the Extraordinary General Meeting of Shareholders. The purpose of the program is to improve company's future corporate value, to improv capital efficiency, such as earnings per share (EPS) and ROE, and will lead to profit returns to shareholders. The company plans to raise funds required for the Share Repurchase by issuing new Class B Shares. The program is subject to approval from shareholders in the Extraordinary General Meeting to be held on October 16, 2025. As of February 28, 2025, the company had 11,800,898 issued shares (excluding treasury shares) and 924 treasury shares.공시 • Jul 29Poplar Co., Ltd. to Report Q2, 2026 Results on Oct 10, 2025Poplar Co., Ltd. announced that they will report Q2, 2026 results on Oct 10, 2025Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥4.75 (vs JP¥6.15 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.75 (down from JP¥6.15 in 1Q 2025). Revenue: JP¥2.97b (down 2.2% from 1Q 2025). Net income: JP¥56.0m (down 23% from 1Q 2025). Profit margin: 1.9% (down from 2.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Jun 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥2.18b market cap, or US$15.1m).Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥31.90 (vs JP¥36.74 in FY 2024)Full year 2025 results: EPS: JP¥31.90 (down from JP¥36.74 in FY 2024). Revenue: JP¥12.0b (down 2.8% from FY 2024). Net income: JP¥376.0m (down 13% from FY 2024). Profit margin: 3.1% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Apr 26Poplar Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025Poplar Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025분석 기사 • Apr 18Poplar's (TSE:7601) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Poplar Co., Ltd.'s ( TSE:7601 ) latest earnings release. We did some further digging and...Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥31.90 (vs JP¥36.74 in FY 2024)Full year 2025 results: EPS: JP¥31.90 (down from JP¥36.74 in FY 2024). Revenue: JP¥12.0b (down 2.8% from FY 2024). Net income: JP¥376.0m (down 13% from FY 2024). Profit margin: 3.1% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Apr 11Poplar Co., Ltd., Annual General Meeting, May 29, 2025Poplar Co., Ltd., Annual General Meeting, May 29, 2025.분석 기사 • Apr 07Earnings Working Against Poplar Co., Ltd.'s (TSE:7601) Share Price Following 25% DiveUnfortunately for some shareholders, the Poplar Co., Ltd. ( TSE:7601 ) share price has dived 25% in the last thirty...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥159, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 7.4% over the past three years.공시 • Feb 03Poplar Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Poplar Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥7.97 (vs JP¥3.28 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.97 (up from JP¥3.28 in 3Q 2024). Revenue: JP¥2.94b (down 3.1% from 3Q 2024). Net income: JP¥93.9m (up 143% from 3Q 2024). Profit margin: 3.2% (up from 1.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공시 • Oct 29Poplar Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Poplar Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025Reported Earnings • Oct 17Second quarter 2025 earnings released: EPS: JP¥16.24 (vs JP¥13.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.24 (up from JP¥13.07 in 2Q 2024). Revenue: JP¥3.19b (up 1.6% from 2Q 2024). Net income: JP¥191.5m (up 24% from 2Q 2024). Profit margin: 6.0% (up from 4.9% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (JP¥2.43b market cap, or US$17.3m).분석 기사 • Aug 06Some Poplar Co., Ltd. (TSE:7601) Shareholders Look For Exit As Shares Take 36% PoundingPoplar Co., Ltd. ( TSE:7601 ) shares have had a horrible month, losing 36% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥170, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 26% over the past three years.공시 • Jul 31Poplar Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024Poplar Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥7.13 (vs JP¥12.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.13 (down from JP¥12.90 in 1Q 2024). Revenue: JP¥3.04b (down 6.7% from 1Q 2024). Net income: JP¥84.0m (down 45% from 1Q 2024). Profit margin: 2.8% (down from 4.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.28b market cap, or US$20.3m).Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥273, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 2.2% over the past three years.Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥39.20 (vs JP¥20.11 loss in FY 2023)Full year 2024 results: EPS: JP¥39.20 (up from JP¥20.11 loss in FY 2023). Revenue: JP¥12.4b (down 5.3% from FY 2023). Net income: JP¥462.0m (up JP¥699.0m from FY 2023). Profit margin: 3.7% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Apr 14Poplar Co., Ltd., Annual General Meeting, May 30, 2024Poplar Co., Ltd., Annual General Meeting, May 30, 2024.분석 기사 • Apr 12We Think Poplar (TSE:7601) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 05What Poplar Co., Ltd.'s (TSE:7601) P/S Is Not Telling YouIt's not a stretch to say that Poplar Co., Ltd.'s ( TSE:7601 ) price-to-sales (or "P/S") ratio of 0.2x seems quite...Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥313, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 6.3% over the past three years.New Risk • Feb 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.89b market cap, or US$19.4m).Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥245, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 28% over the past three years.공시 • Jan 31Poplar Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024Poplar Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024Reported Earnings • Jan 12Third quarter 2024 earnings released: EPS: JP¥4.92 (vs JP¥0.085 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.92 (up from JP¥0.085 in 3Q 2023). Revenue: JP¥3.04b (down 2.4% from 3Q 2023). Net income: JP¥58.0m (up JP¥57.0m from 3Q 2023). Profit margin: 1.9% (up from 0% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.공시 • Nov 01Poplar Co., Ltd. to Report Q3, 2024 Results on Jan 10, 2024Poplar Co., Ltd. announced that they will report Q3, 2024 results on Jan 10, 2024Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: JP¥13.07 (vs JP¥5.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.07 (up from JP¥5.60 in 2Q 2023). Revenue: JP¥3.14b (down 8.9% from 2Q 2023). Net income: JP¥154.0m (up 133% from 2Q 2023). Profit margin: 4.9% (up from 1.9% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: JP¥12.90 (vs JP¥3.82 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥12.90 (up from JP¥3.82 loss in 1Q 2023). Revenue: JP¥3.25b (down 5.8% from 1Q 2023). Net income: JP¥152.0m (up JP¥197.0m from 1Q 2023). Profit margin: 4.7% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 02Full year 2023 earnings released: JP¥20.11 loss per share (vs JP¥43.95 loss in FY 2022)Full year 2023 results: JP¥20.11 loss per share (improved from JP¥43.95 loss in FY 2022). Revenue: JP¥13.1b (down 4.1% from FY 2022). Net loss: JP¥237.0m (loss narrowed 54% from FY 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.공시 • Jun 01Poplar Co., Ltd. announced that it has received ¥700 million in funding from Hirogin Capital Partners Co., Ltd., MIT Corporate Advisory Services Co., Ltd., Investment ArmOn May 31, 2023, Poplar Co., Ltd. closed the transaction.공시 • May 24Poplar Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Poplar Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥156, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 66% over the past three years.Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥9.16 (vs JP¥43.95 loss in FY 2022)Full year 2023 results: EPS: JP¥9.16 (up from JP¥43.95 loss in FY 2022). Revenue: JP¥13.1b (down 4.1% from FY 2022). Net income: JP¥108.0m (up JP¥626.0m from FY 2022). Profit margin: 0.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Reported Earnings • Jan 12Third quarter 2023 earnings released: EPS: JP¥0.085 (vs JP¥15.10 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.085 (down from JP¥15.10 in 3Q 2022). Revenue: JP¥3.11b (down 13% from 3Q 2022). Net income: JP¥1.00m (down 99% from 3Q 2022). Profit margin: 0% (down from 5.0% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kazuki Kurata was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Nov 06Poplar Co., Ltd. to Report Q3, 2023 Results on Jan 11, 2023Poplar Co., Ltd. announced that they will report Q3, 2023 results on Jan 11, 2023Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥5.60 (vs JP¥12.81 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.60 (up from JP¥12.81 loss in 2Q 2022). Revenue: JP¥3.45b (down 8.0% from 2Q 2022). Net income: JP¥66.0m (up JP¥217.0m from 2Q 2022). Profit margin: 1.9% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.공시 • Aug 03Poplar Co., Ltd. to Report Q2, 2023 Results on Oct 12, 2022Poplar Co., Ltd. announced that they will report Q2, 2023 results on Oct 12, 2022Reported Earnings • Jul 13First quarter 2023 earnings released: JP¥3.82 loss per share (vs JP¥36.14 loss in 1Q 2022)First quarter 2023 results: JP¥3.82 loss per share (up from JP¥36.14 loss in 1Q 2022). Revenue: JP¥3.45b (up 18% from 1Q 2022). Net loss: JP¥45.0m (loss narrowed 89% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 01Full year 2022 earnings released: JP¥43.95 loss per share (vs JP¥112 loss in FY 2021)Full year 2022 results: JP¥43.95 loss per share (up from JP¥112 loss in FY 2021). Revenue: JP¥13.6b (down 29% from FY 2021). Net loss: JP¥518.0m (loss narrowed 61% from FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.공시 • May 27Poplar Co., Ltd. to Report Q1, 2023 Results on Jul 12, 2022Poplar Co., Ltd. announced that they will report Q1, 2023 results on Jul 12, 2022Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kazuki Kurata was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Apr 16Poplar Co., Ltd., Annual General Meeting, May 26, 2022Poplar Co., Ltd., Annual General Meeting, May 26, 2022.Reported Earnings • Apr 15Full year 2022 earnings released: JP¥43.95 loss per share (vs JP¥112 loss in FY 2021)Full year 2022 results: JP¥43.95 loss per share (up from JP¥112 loss in FY 2021). Revenue: JP¥13.6b (down 29% from FY 2021). Net loss: JP¥518.0m (loss narrowed 61% from FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.공시 • Jan 30Poplar Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022Poplar Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥15.10 (up from JP¥23.92 loss in 3Q 2021). Revenue: JP¥3.56b (down 28% from 3Q 2021). Net income: JP¥178.0m (up JP¥460.0m from 3Q 2021). Profit margin: 5.0% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.Reported Earnings • Oct 13Second quarter 2022 earnings released: JP¥12.81 loss per share (vs JP¥20.96 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥3.75b (down 29% from 2Q 2021). Net loss: JP¥151.0m (loss narrowed 39% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.공시 • Sep 24Maruka Shokuhin K.K. agreed to acquire Daikokuya Foods Co., Ltd. from Poplar Co., Ltd. (TSE:7601) for ¥280 million.Maruka Shokuhin K.K. agreed to acquire Daikokuya Foods Co., Ltd. from Poplar Co., Ltd. (TSE:7601) for ¥280 million on September 22, 2021. As of January 31, 2021, Daikokuya had total assets of ¥761 million and net assets of ¥424 million. For the year ended January 31, 2021, Daikokuya generated revenue of ¥935 million. Transaction is expected to close on October 8, 2021.Reported Earnings • Jul 11First quarter 2022 earnings released: JP¥36.14 loss per share (vs JP¥29.35 loss in 1Q 2021)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: JP¥2.93b (down 42% from 1Q 2021). Net loss: JP¥426.0m (loss widened 23% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Reported Earnings • May 29Full year 2021 earnings released: JP¥112 loss per share (vs JP¥28.00 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥19.2b (down 24% from FY 2020). Net loss: JP¥1.32b (loss widened 299% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 15Full year 2021 earnings released: JP¥112 loss per share (vs JP¥28.00 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥19.2b (down 24% from FY 2020). Net loss: JP¥1.32b (loss widened 299% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.공시 • Feb 06Poplar Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021Poplar Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021Is New 90 Day High Low • Feb 01New 90-day low: JP¥331The company is down 21% from its price of JP¥417 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.Reported Earnings • Jan 14Third quarter 2021 earnings released: JP¥23.92 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥4.92b (down 22% from 3Q 2020). Net loss: JP¥282.0m (loss widened 57% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 12New 90-day low: JP¥365The company is down 14% from its price of JP¥423 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.Is New 90 Day High Low • Dec 23New 90-day low: JP¥389The company is down 8.0% from its price of JP¥423 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 2.0% over the same period.Is New 90 Day High Low • Dec 07New 90-day low: JP¥390The company is down 4.0% from its price of JP¥408 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 4.0% over the same period.공시 • Aug 15Poplar Co., Ltd. to Report Q2, 2021 Results on Oct 08, 2020Poplar Co., Ltd. announced that they will report Q2, 2021 results on Oct 08, 2020주주 수익률7601JP Consumer RetailingJP 시장7D-2.4%0.1%-3.1%1Y-11.0%-5.0%38.2%전체 주주 수익률 보기수익률 대 산업: 7601은 지난 1년 동안 -5%의 수익을 기록한 JP Consumer Retailing 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 7601은 지난 1년 동안 38.2%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 7601's price volatile compared to industry and market?7601 volatility7601 Average Weekly Movement1.8%Consumer Retailing Industry Average Movement3.5%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%안정적인 주가: 7601는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 7601의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1976178Hironobu Okadawww.poplar-cvs.co.jp포플러 주식회사는 일본에서 편의점을 운영하고 있습니다. 이 회사는 스마트 스토어 비즈니스와 로손 포플러 비즈니스의 두 부문으로 운영됩니다. 스마트 스토어 비즈니스 부문은 Poplar 및 Life Aya 브랜드로 운영됩니다.더 보기Poplar Co., Ltd. 기초 지표 요약Poplar의 순이익과 매출은 시가총액과 어떻게 비교됩니까?7601 기초 통계시가총액JP¥1.91b순이익 (TTM)JP¥134.00m매출 (TTM)JP¥11.65b14.2x주가수익비율(P/E)0.2x주가매출비율(P/S)7601는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표7601 손익계산서 (TTM)매출JP¥11.65b매출원가JP¥6.30b총이익JP¥5.36b기타 비용JP¥5.23b순이익JP¥134.00m최근 보고된 실적Feb 28, 2026다음 실적 발표일Jul 10, 2026주당순이익(EPS)11.37총이익률45.98%순이익률1.15%부채/자본 비율23.1%7601의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 16:43종가2026/05/21 00:00수익2026/02/28연간 수익2026/02/28데이터 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Poplar Co., Ltd.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥11.37 (vs JP¥28.04 in FY 2025)Full year 2026 results: EPS: JP¥11.37 (down from JP¥28.04 in FY 2025). Revenue: JP¥11.7b (down 3.1% from FY 2025). Net income: JP¥134.0m (down 60% from FY 2025). Profit margin: 1.1% (down from 2.7% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Apr 14Poplar Co., Ltd., Annual General Meeting, May 28, 2026Poplar Co., Ltd., Annual General Meeting, May 28, 2026.
공시 • Apr 07Poplar Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Poplar Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Buy Or Sell Opportunity • Feb 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥184. The fair value is estimated to be JP¥153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to JP¥185. The fair value is estimated to be JP¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥1.84 (vs JP¥7.97 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.84 (down from JP¥7.97 in 3Q 2025). Revenue: JP¥2.90b (down 1.4% from 3Q 2025). Net income: JP¥21.7m (down 77% from 3Q 2025). Profit margin: 0.7% (down from 3.2% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 15Full year 2026 earnings released: EPS: JP¥11.37 (vs JP¥28.04 in FY 2025)Full year 2026 results: EPS: JP¥11.37 (down from JP¥28.04 in FY 2025). Revenue: JP¥11.7b (down 3.1% from FY 2025). Net income: JP¥134.0m (down 60% from FY 2025). Profit margin: 1.1% (down from 2.7% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Apr 14Poplar Co., Ltd., Annual General Meeting, May 28, 2026Poplar Co., Ltd., Annual General Meeting, May 28, 2026.
공시 • Apr 07Poplar Co., Ltd. to Report Fiscal Year 2026 Results on Apr 14, 2026Poplar Co., Ltd. announced that they will report fiscal year 2026 results on Apr 14, 2026
Buy Or Sell Opportunity • Feb 04Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to JP¥184. The fair value is estimated to be JP¥153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to JP¥185. The fair value is estimated to be JP¥154, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.0% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥1.84 (vs JP¥7.97 in 3Q 2025)Third quarter 2026 results: EPS: JP¥1.84 (down from JP¥7.97 in 3Q 2025). Revenue: JP¥2.90b (down 1.4% from 3Q 2025). Net income: JP¥21.7m (down 77% from 3Q 2025). Profit margin: 0.7% (down from 3.2% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Nov 27Poplar Co., Ltd. to Report Q3, 2026 Results on Jan 09, 2026Poplar Co., Ltd. announced that they will report Q3, 2026 results on Jan 09, 2026
New Risk • Oct 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 3.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥2.12b market cap, or US$14.1m).
Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥10.18 (vs JP¥14.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥10.18 (down from JP¥14.30 in 2Q 2025). Revenue: JP¥2.99b (down 6.4% from 2Q 2025). Net income: JP¥120.0m (down 29% from 2Q 2025). Profit margin: 4.0% (down from 5.3% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Aug 30Poplar Co., Ltd. announced that it expects to receive ¥320 million in fundingPoplar Co., Ltd. announced a private placement to issue 6,400 Class B shares at an issue price of ¥50,000 per share for gross proceeds of ¥320,000,000 on August 29, 2025. The transaction will include participation from new investors HiCAP No. 5 for 3,200 shares and MIT Regional Reconstruction Support Investment Limited Partnership 3,200 shares. The transaction has been approved by shareholders and is expected to close on October 17, 2025. The company has disclosed the issue expenses of ¥34,000,000 and net proceeds is ¥286,000,000.
공시 • Aug 29Poplar Co., Ltd. (TSE:7601) announces an Equity Buyback for 2,150,300 shares, representing 18.22% for ¥378.45 million.Poplar Co., Ltd. (TSE:7601) announces a share repurchase program. Under the program, the company will repurchase up to 2,150,300 shares, representing 18.22% of its issued share capital (excluding treasury stock) for ¥378.45 million. The shares will be repurchased from Lawson, Inc. The shares will be repurchased at the amount calculated by multiplying the average closing price of the Company's common shares on the Tokyo Stock Exchange on each business day from September 1, 2025, to October 15, 2025, or at the closing price on the Tokyo Stock Exchange on the day before the resolution date of the Extraordinary General Meeting of Shareholders. The purpose of the program is to improve company's future corporate value, to improv capital efficiency, such as earnings per share (EPS) and ROE, and will lead to profit returns to shareholders. The company plans to raise funds required for the Share Repurchase by issuing new Class B Shares. The program is subject to approval from shareholders in the Extraordinary General Meeting to be held on October 16, 2025. As of February 28, 2025, the company had 11,800,898 issued shares (excluding treasury shares) and 924 treasury shares.
공시 • Jul 29Poplar Co., Ltd. to Report Q2, 2026 Results on Oct 10, 2025Poplar Co., Ltd. announced that they will report Q2, 2026 results on Oct 10, 2025
Reported Earnings • Jul 14First quarter 2026 earnings released: EPS: JP¥4.75 (vs JP¥6.15 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.75 (down from JP¥6.15 in 1Q 2025). Revenue: JP¥2.97b (down 2.2% from 1Q 2025). Net income: JP¥56.0m (down 23% from 1Q 2025). Profit margin: 1.9% (down from 2.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 23% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Market cap is less than US$100m (JP¥2.18b market cap, or US$15.1m).
Reported Earnings • Jun 04Full year 2025 earnings released: EPS: JP¥31.90 (vs JP¥36.74 in FY 2024)Full year 2025 results: EPS: JP¥31.90 (down from JP¥36.74 in FY 2024). Revenue: JP¥12.0b (down 2.8% from FY 2024). Net income: JP¥376.0m (down 13% from FY 2024). Profit margin: 3.1% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Apr 26Poplar Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025Poplar Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025
분석 기사 • Apr 18Poplar's (TSE:7601) Anemic Earnings Might Be Worse Than You ThinkInvestors were disappointed by Poplar Co., Ltd.'s ( TSE:7601 ) latest earnings release. We did some further digging and...
Reported Earnings • Apr 12Full year 2025 earnings released: EPS: JP¥31.90 (vs JP¥36.74 in FY 2024)Full year 2025 results: EPS: JP¥31.90 (down from JP¥36.74 in FY 2024). Revenue: JP¥12.0b (down 2.8% from FY 2024). Net income: JP¥376.0m (down 13% from FY 2024). Profit margin: 3.1% (down from 3.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Apr 11Poplar Co., Ltd., Annual General Meeting, May 29, 2025Poplar Co., Ltd., Annual General Meeting, May 29, 2025.
분석 기사 • Apr 07Earnings Working Against Poplar Co., Ltd.'s (TSE:7601) Share Price Following 25% DiveUnfortunately for some shareholders, the Poplar Co., Ltd. ( TSE:7601 ) share price has dived 25% in the last thirty...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥159, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 7.4% over the past three years.
공시 • Feb 03Poplar Co., Ltd. to Report Fiscal Year 2025 Results on Apr 11, 2025Poplar Co., Ltd. announced that they will report fiscal year 2025 results on Apr 11, 2025
Reported Earnings • Jan 15Third quarter 2025 earnings released: EPS: JP¥7.97 (vs JP¥3.28 in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.97 (up from JP¥3.28 in 3Q 2024). Revenue: JP¥2.94b (down 3.1% from 3Q 2024). Net income: JP¥93.9m (up 143% from 3Q 2024). Profit margin: 3.2% (up from 1.3% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공시 • Oct 29Poplar Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025Poplar Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025
Reported Earnings • Oct 17Second quarter 2025 earnings released: EPS: JP¥16.24 (vs JP¥13.07 in 2Q 2024)Second quarter 2025 results: EPS: JP¥16.24 (up from JP¥13.07 in 2Q 2024). Revenue: JP¥3.19b (up 1.6% from 2Q 2024). Net income: JP¥191.5m (up 24% from 2Q 2024). Profit margin: 6.0% (up from 4.9% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 129% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (9.6% average weekly change). Market cap is less than US$100m (JP¥2.43b market cap, or US$17.3m).
분석 기사 • Aug 06Some Poplar Co., Ltd. (TSE:7601) Shareholders Look For Exit As Shares Take 36% PoundingPoplar Co., Ltd. ( TSE:7601 ) shares have had a horrible month, losing 36% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥170, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total loss to shareholders of 26% over the past three years.
공시 • Jul 31Poplar Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024Poplar Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024
Reported Earnings • Jul 16First quarter 2025 earnings released: EPS: JP¥7.13 (vs JP¥12.90 in 1Q 2024)First quarter 2025 results: EPS: JP¥7.13 (down from JP¥12.90 in 1Q 2024). Revenue: JP¥3.04b (down 6.7% from 1Q 2024). Net income: JP¥84.0m (down 45% from 1Q 2024). Profit margin: 2.8% (down from 4.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 126% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Jul 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥3.28b market cap, or US$20.3m).
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥273, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 2.2% over the past three years.
Reported Earnings • Apr 14Full year 2024 earnings released: EPS: JP¥39.20 (vs JP¥20.11 loss in FY 2023)Full year 2024 results: EPS: JP¥39.20 (up from JP¥20.11 loss in FY 2023). Revenue: JP¥12.4b (down 5.3% from FY 2023). Net income: JP¥462.0m (up JP¥699.0m from FY 2023). Profit margin: 3.7% (up from net loss in FY 2023). Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Apr 14Poplar Co., Ltd., Annual General Meeting, May 30, 2024Poplar Co., Ltd., Annual General Meeting, May 30, 2024.
분석 기사 • Apr 12We Think Poplar (TSE:7601) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Mar 05What Poplar Co., Ltd.'s (TSE:7601) P/S Is Not Telling YouIt's not a stretch to say that Poplar Co., Ltd.'s ( TSE:7601 ) price-to-sales (or "P/S") ratio of 0.2x seems quite...
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥313, the stock trades at a trailing P/E ratio of 43.1x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 6.3% over the past three years.
New Risk • Feb 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.89b market cap, or US$19.4m).
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥245, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 28% over the past three years.
공시 • Jan 31Poplar Co., Ltd. to Report Fiscal Year 2024 Results on Apr 12, 2024Poplar Co., Ltd. announced that they will report fiscal year 2024 results on Apr 12, 2024
Reported Earnings • Jan 12Third quarter 2024 earnings released: EPS: JP¥4.92 (vs JP¥0.085 in 3Q 2023)Third quarter 2024 results: EPS: JP¥4.92 (up from JP¥0.085 in 3Q 2023). Revenue: JP¥3.04b (down 2.4% from 3Q 2023). Net income: JP¥58.0m (up JP¥57.0m from 3Q 2023). Profit margin: 1.9% (up from 0% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공시 • Nov 01Poplar Co., Ltd. to Report Q3, 2024 Results on Jan 10, 2024Poplar Co., Ltd. announced that they will report Q3, 2024 results on Jan 10, 2024
Reported Earnings • Oct 12Second quarter 2024 earnings released: EPS: JP¥13.07 (vs JP¥5.60 in 2Q 2023)Second quarter 2024 results: EPS: JP¥13.07 (up from JP¥5.60 in 2Q 2023). Revenue: JP¥3.14b (down 8.9% from 2Q 2023). Net income: JP¥154.0m (up 133% from 2Q 2023). Profit margin: 4.9% (up from 1.9% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 14First quarter 2024 earnings released: EPS: JP¥12.90 (vs JP¥3.82 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥12.90 (up from JP¥3.82 loss in 1Q 2023). Revenue: JP¥3.25b (down 5.8% from 1Q 2023). Net income: JP¥152.0m (up JP¥197.0m from 1Q 2023). Profit margin: 4.7% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 02Full year 2023 earnings released: JP¥20.11 loss per share (vs JP¥43.95 loss in FY 2022)Full year 2023 results: JP¥20.11 loss per share (improved from JP¥43.95 loss in FY 2022). Revenue: JP¥13.1b (down 4.1% from FY 2022). Net loss: JP¥237.0m (loss narrowed 54% from FY 2022). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
공시 • Jun 01Poplar Co., Ltd. announced that it has received ¥700 million in funding from Hirogin Capital Partners Co., Ltd., MIT Corporate Advisory Services Co., Ltd., Investment ArmOn May 31, 2023, Poplar Co., Ltd. closed the transaction.
공시 • May 24Poplar Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023Poplar Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥156, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total loss to shareholders of 66% over the past three years.
Reported Earnings • Apr 15Full year 2023 earnings released: EPS: JP¥9.16 (vs JP¥43.95 loss in FY 2022)Full year 2023 results: EPS: JP¥9.16 (up from JP¥43.95 loss in FY 2022). Revenue: JP¥13.1b (down 4.1% from FY 2022). Net income: JP¥108.0m (up JP¥626.0m from FY 2022). Profit margin: 0.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Reported Earnings • Jan 12Third quarter 2023 earnings released: EPS: JP¥0.085 (vs JP¥15.10 in 3Q 2022)Third quarter 2023 results: EPS: JP¥0.085 (down from JP¥15.10 in 3Q 2022). Revenue: JP¥3.11b (down 13% from 3Q 2022). Net income: JP¥1.00m (down 99% from 3Q 2022). Profit margin: 0% (down from 5.0% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kazuki Kurata was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Nov 06Poplar Co., Ltd. to Report Q3, 2023 Results on Jan 11, 2023Poplar Co., Ltd. announced that they will report Q3, 2023 results on Jan 11, 2023
Reported Earnings • Oct 13Second quarter 2023 earnings released: EPS: JP¥5.60 (vs JP¥12.81 loss in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.60 (up from JP¥12.81 loss in 2Q 2022). Revenue: JP¥3.45b (down 8.0% from 2Q 2022). Net income: JP¥66.0m (up JP¥217.0m from 2Q 2022). Profit margin: 1.9% (up from net loss in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.
공시 • Aug 03Poplar Co., Ltd. to Report Q2, 2023 Results on Oct 12, 2022Poplar Co., Ltd. announced that they will report Q2, 2023 results on Oct 12, 2022
Reported Earnings • Jul 13First quarter 2023 earnings released: JP¥3.82 loss per share (vs JP¥36.14 loss in 1Q 2022)First quarter 2023 results: JP¥3.82 loss per share (up from JP¥36.14 loss in 1Q 2022). Revenue: JP¥3.45b (up 18% from 1Q 2022). Net loss: JP¥45.0m (loss narrowed 89% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 01Full year 2022 earnings released: JP¥43.95 loss per share (vs JP¥112 loss in FY 2021)Full year 2022 results: JP¥43.95 loss per share (up from JP¥112 loss in FY 2021). Revenue: JP¥13.6b (down 29% from FY 2021). Net loss: JP¥518.0m (loss narrowed 61% from FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
공시 • May 27Poplar Co., Ltd. to Report Q1, 2023 Results on Jul 12, 2022Poplar Co., Ltd. announced that they will report Q1, 2023 results on Jul 12, 2022
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (5 non-independent directors). External Director Kazuki Kurata was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Apr 16Poplar Co., Ltd., Annual General Meeting, May 26, 2022Poplar Co., Ltd., Annual General Meeting, May 26, 2022.
Reported Earnings • Apr 15Full year 2022 earnings released: JP¥43.95 loss per share (vs JP¥112 loss in FY 2021)Full year 2022 results: JP¥43.95 loss per share (up from JP¥112 loss in FY 2021). Revenue: JP¥13.6b (down 29% from FY 2021). Net loss: JP¥518.0m (loss narrowed 61% from FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
공시 • Jan 30Poplar Co., Ltd. to Report Fiscal Year 2022 Results on Apr 14, 2022Poplar Co., Ltd. announced that they will report fiscal year 2022 results on Apr 14, 2022
Reported Earnings • Jan 13Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥15.10 (up from JP¥23.92 loss in 3Q 2021). Revenue: JP¥3.56b (down 28% from 3Q 2021). Net income: JP¥178.0m (up JP¥460.0m from 3Q 2021). Profit margin: 5.0% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Oct 13Second quarter 2022 earnings released: JP¥12.81 loss per share (vs JP¥20.96 loss in 2Q 2021)The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥3.75b (down 29% from 2Q 2021). Net loss: JP¥151.0m (loss narrowed 39% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
공시 • Sep 24Maruka Shokuhin K.K. agreed to acquire Daikokuya Foods Co., Ltd. from Poplar Co., Ltd. (TSE:7601) for ¥280 million.Maruka Shokuhin K.K. agreed to acquire Daikokuya Foods Co., Ltd. from Poplar Co., Ltd. (TSE:7601) for ¥280 million on September 22, 2021. As of January 31, 2021, Daikokuya had total assets of ¥761 million and net assets of ¥424 million. For the year ended January 31, 2021, Daikokuya generated revenue of ¥935 million. Transaction is expected to close on October 8, 2021.
Reported Earnings • Jul 11First quarter 2022 earnings released: JP¥36.14 loss per share (vs JP¥29.35 loss in 1Q 2021)The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: JP¥2.93b (down 42% from 1Q 2021). Net loss: JP¥426.0m (loss widened 23% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 29Full year 2021 earnings released: JP¥112 loss per share (vs JP¥28.00 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥19.2b (down 24% from FY 2020). Net loss: JP¥1.32b (loss widened 299% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 15Full year 2021 earnings released: JP¥112 loss per share (vs JP¥28.00 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥19.2b (down 24% from FY 2020). Net loss: JP¥1.32b (loss widened 299% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
공시 • Feb 06Poplar Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021Poplar Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021
Is New 90 Day High Low • Feb 01New 90-day low: JP¥331The company is down 21% from its price of JP¥417 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.
Reported Earnings • Jan 14Third quarter 2021 earnings released: JP¥23.92 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥4.92b (down 22% from 3Q 2020). Net loss: JP¥282.0m (loss widened 57% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 76% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 12New 90-day low: JP¥365The company is down 14% from its price of JP¥423 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Dec 23New 90-day low: JP¥389The company is down 8.0% from its price of JP¥423 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Dec 07New 90-day low: JP¥390The company is down 4.0% from its price of JP¥408 on 08 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 4.0% over the same period.
공시 • Aug 15Poplar Co., Ltd. to Report Q2, 2021 Results on Oct 08, 2020Poplar Co., Ltd. announced that they will report Q2, 2021 results on Oct 08, 2020
