Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €33.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Specialty Retail industry in Germany. Total returns to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €46.43 per share. Buy Or Sell Opportunity • Jul 13
Now 30% undervalued Over the last 90 days, the stock has risen 3.1% to €32.80. The fair value is estimated to be €46.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 52%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Reported Earnings • Jul 13
Third quarter 2026 earnings released: EPS: JP¥122 (vs JP¥107 in 3Q 2025) Third quarter 2026 results: EPS: JP¥122 (up from JP¥107 in 3Q 2025). Revenue: JP¥30.2b (up 21% from 3Q 2025). Net income: JP¥2.85b (up 14% from 3Q 2025). Profit margin: 9.4% (in line with 3Q 2025). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Aankondiging • Jul 10
Jins Holdings Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending August 31, 2026 Jins Holdings Inc. provided consolidated earnings guidance for the fiscal year ending August 31, 2026. For the full year, the company expects net sales of ¥110,392 million, operating profit of ¥12,772 million, profit attributable to owners of parent of ¥8,623 million and earnings per share of ¥369.39. New Risk • Jun 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Declared Dividend • May 21
First half dividend of JP¥68.00 announced Shareholders will receive a dividend of JP¥68.00. Ex-date: 28th August 2026 Payment date: 30th November 2026 Dividend yield will be 168%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Nov 05
JINS HOLDINGS Inc. to Report Q1, 2026 Results on Jan 09, 2026 JINS HOLDINGS Inc. announced that they will report Q1, 2026 results on Jan 09, 2026 Aankondiging • Oct 10
JINS HOLDINGS Inc., Annual General Meeting, Nov 27, 2025 JINS HOLDINGS Inc., Annual General Meeting, Nov 27, 2025. Aankondiging • Aug 27
JINS HOLDINGS Inc. to Report Fiscal Year 2025 Results on Oct 10, 2025 JINS HOLDINGS Inc. announced that they will report fiscal year 2025 results on Oct 10, 2025 Aankondiging • Jun 06
JINS HOLDINGS Inc. to Report Q3, 2025 Results on Jul 11, 2025 JINS HOLDINGS Inc. announced that they will report Q3, 2025 results on Jul 11, 2025 Aankondiging • Dec 06
JINS HOLDINGS Inc. to Report Q2, 2025 Results on Apr 11, 2025 JINS HOLDINGS Inc. announced that they will report Q2, 2025 results on Apr 11, 2025 Aankondiging • Dec 04
JINS Inc. Appoints Ryo Tanaka as Chief Operating Officer JINS HOLDINGS Inc. announced that the following changes to Executive Officers were resolved at the board of directors meeting held on November 28, 2024. Changes to Executive Officers (effective December 1, 2024): Ryo Tanaka: Former title: Executive Vice President and Executive Officer/President and Representative Director, JINS Inc.; New title: Executive Vice President and Executive Officer and Chief Operating Officer (COO)/President and Representative Director, JINS Inc. Aankondiging • Nov 20
JINS HOLDINGS Inc. to Report Q1, 2025 Results on Jan 10, 2025 JINS HOLDINGS Inc. announced that they will report Q1, 2025 results on Jan 10, 2025 Valuation Update With 7 Day Price Move • Oct 18
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to €38.80, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 6x in the Specialty Retail industry in Germany. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.17 per share. Reported Earnings • Oct 15
Full year 2024 earnings released: EPS: JP¥200 (vs JP¥75.49 in FY 2023) Full year 2024 results: EPS: JP¥200 (up from JP¥75.49 in FY 2023). Revenue: JP¥83.0b (up 13% from FY 2023). Net income: JP¥4.67b (up 165% from FY 2023). Profit margin: 5.6% (up from 2.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Aankondiging • Oct 11
JINS HOLDINGS Inc., Annual General Meeting, Nov 28, 2024 JINS HOLDINGS Inc., Annual General Meeting, Nov 28, 2024. Buy Or Sell Opportunity • Sep 27
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 49% to €33.00. The fair value is estimated to be €27.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 75% in the next 2 years. Upcoming Dividend • Aug 22
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.4%). Buy Or Sell Opportunity • Jul 31
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 42% to €27.60. The fair value is estimated to be €22.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 70% in the next 2 years. Aankondiging • Jul 24
JINS HOLDINGS Inc. Revises Consolidated Earnings Guidance for the Full Year Ending August 31, 2024 JINS HOLDINGS Inc. revised consolidated earnings guidance for the full year ending August 31, 2024. For the year, the company expects net sales of JPY 79,939 million compared to previous guidance of JPY 79,638 million, operating profit of JPY 6,300 million compared to previous guidance of JPY 5,500 million, profit attributable to owners of parent of JPY 3,500 million compared to previous guidance of JPY 2,900 million and basic earnings per share of JPY 149.96 compared to previous guidance of JPY 124.25. Reported Earnings • Jul 16
Third quarter 2024 earnings released: EPS: JP¥69.28 (vs JP¥59.08 in 3Q 2023) Third quarter 2024 results: EPS: JP¥69.28 (up from JP¥59.08 in 3Q 2023). Revenue: JP¥21.1b (up 11% from 3Q 2023). Net income: JP¥1.62b (up 17% from 3Q 2023). Profit margin: 7.6% (up from 7.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 23% per year. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €24.80, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total loss to shareholders of 56% over the past three years. New Risk • Apr 22
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Apr 19
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to €19.40, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 2x in the Specialty Retail industry in Germany. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.72 per share. Declared Dividend • Apr 15
First half dividend of JP¥21.00 announced Shareholders will receive a dividend of JP¥21.00. Ex-date: 29th August 2024 Payment date: 2nd December 2024 Dividend yield will be 83%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 14
Second quarter 2024 earnings released: EPS: JP¥41.86 (vs JP¥16.97 in 2Q 2023) Second quarter 2024 results: EPS: JP¥41.86 (up from JP¥16.97 in 2Q 2023). Revenue: JP¥19.9b (up 13% from 2Q 2023). Net income: JP¥977.0m (up 147% from 2Q 2023). Profit margin: 4.9% (up from 2.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 27% per year. Aankondiging • Feb 29
JINS HOLDINGS Inc. to Report Q2, 2024 Results on Apr 12, 2024 JINS HOLDINGS Inc. announced that they will report Q2, 2024 results on Apr 12, 2024 Upcoming Dividend • Feb 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%). Reported Earnings • Jan 15
First quarter 2024 earnings released: EPS: JP¥24.81 (vs JP¥16.11 in 1Q 2023) First quarter 2024 results: EPS: JP¥24.81 (up from JP¥16.11 in 1Q 2023). Revenue: JP¥18.2b (up 6.5% from 1Q 2023). Net income: JP¥579.0m (up 54% from 1Q 2023). Profit margin: 3.2% (up from 2.2% in 1Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 19% per year. Reported Earnings • Dec 05
Full year 2023 earnings released: EPS: JP¥75.49 (vs JP¥32.13 in FY 2022) Full year 2023 results: EPS: JP¥75.49 (up from JP¥32.13 in FY 2022). Revenue: JP¥73.3b (up 9.5% from FY 2022). Net income: JP¥1.76b (up 135% from FY 2022). Profit margin: 2.4% (up from 1.1% in FY 2022). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 17% per year. Aankondiging • Nov 29
JINS HOLDINGS Inc. to Report Q1, 2024 Results on Jan 12, 2024 JINS HOLDINGS Inc. announced that they will report Q1, 2024 results on Jan 12, 2024 Aankondiging • Oct 21
Jins Holdings Inc. Provides Dividend Guidance for the Year End 2023 JINS HOLDINGS Inc. provided dividend guidance of JPY 25.00 per share for the year end 2023 as compared to JPY 18.00 per share forecasted previously. Aankondiging • Oct 15
JINS HOLDINGS Inc., Annual General Meeting, Nov 29, 2023 JINS HOLDINGS Inc., Annual General Meeting, Nov 29, 2023. Reported Earnings • Oct 15
Full year 2023 earnings released: EPS: JP¥75.49 (vs JP¥32.13 in FY 2022) Full year 2023 results: EPS: JP¥75.49 (up from JP¥32.13 in FY 2022). Revenue: JP¥73.3b (up 9.5% from FY 2022). Net income: JP¥1.76b (up 135% from FY 2022). Profit margin: 2.4% (up from 1.1% in FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings. Buying Opportunity • Sep 11
Now 21% undervalued Over the last 90 days, the stock is up 3.9%. The fair value is estimated to be €26.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has declined by 13%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is also forecast to grow by 23% per annum over the same time period. Reported Earnings • Jul 16
Third quarter 2023 earnings released: EPS: JP¥59.08 (vs JP¥6.17 loss in 3Q 2022) Third quarter 2023 results: EPS: JP¥59.08 (up from JP¥6.17 loss in 3Q 2022). Revenue: JP¥19.0b (up 10% from 3Q 2022). Net income: JP¥1.38b (up JP¥1.52b from 3Q 2022). Profit margin: 7.3% (up from net loss in 3Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Jun 07
JINS HOLDINGS Inc. Appoints Paul Nixon as Global Chief Creative Officer JINS HOLDINGS Inc. announced on June 1, 2023, that Paul Nixon, who served at Apple Inc. (hereinafter "Apple") in many lead creative roles for approximately 18 years, including Creative Director, has joined JINS as Global Chief Creative Officer, effective the same day. Nixon brings over 25 years of design, marketing, and branding experience, most recently as a creative leader, at Apple based in Cupertino in the U.S. state of California. JINS is confident that Nixon's expertise and experience will be a major driving force in realizing JINS' innovative products, new customer experiences, and global growth going forward. Nixon launched the iPhone website in 2007 and the iPad website in 2010, where he was a lead interactive art director for the apple.com team reflecting Apple's core values of innovation and product and storytelling. He then served as Creative Director of apple.com for nearly seven years, leading the design team in creating hundreds of innovative product websites from concept to launch that featured amazing products from Apple. He has many years of experience leading in the marketing communications department, where he also helped evaluate and execute online store, retail, and social projects over the years. During his last three years at Apple, he helped define and design the many features and functions of the Apple Watch line of wearable products as a lead software designer on the product design team. Buying Opportunity • Apr 27
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 31%. The fair value is estimated to be €24.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings is also forecast to grow by 25% per annum over the same time period. Reported Earnings • Apr 16
Second quarter 2023 earnings released: EPS: JP¥16.97 (vs JP¥31.58 in 2Q 2022) Second quarter 2023 results: EPS: JP¥16.97 (down from JP¥31.58 in 2Q 2022). Revenue: JP¥17.5b (flat on 2Q 2022). Net income: JP¥396.0m (down 46% from 2Q 2022). Profit margin: 2.3% (down from 4.2% in 2Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Germany. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥13.00 per share at 1.5% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%). Aankondiging • Jan 30
Jins Holdings Inc. Provides Dividend Guidance for the Second Quarter Year Ending of August 31, 2023 Jins Holdings Inc. provided dividend guidance for the second quarter year ending of August 31, 2023. For the period, the company expects to pay the dividend of JPY 13.00 per share against JPY 17 a year ago. Reported Earnings • Jan 13
First quarter 2023 earnings released: EPS: JP¥16.11 (vs JP¥18.55 in 1Q 2022) First quarter 2023 results: EPS: JP¥16.11 (down from JP¥18.55 in 1Q 2022). Revenue: JP¥17.1b (up 12% from 1Q 2022). Net income: JP¥376.0m (down 13% from 1Q 2022). Profit margin: 2.2% (down from 2.8% in 1Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in Germany. Reported Earnings • Dec 04
Full year 2022 earnings released: EPS: JP¥32.13 (vs JP¥141 in FY 2021) Full year 2022 results: EPS: JP¥32.13 (down from JP¥141 in FY 2021). Revenue: JP¥66.9b (up 4.7% from FY 2021). Net income: JP¥750.0m (down 77% from FY 2021). Profit margin: 1.1% (down from 5.2% in FY 2021). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Nov 30
JINS HOLDINGS Inc. to Report Q1, 2023 Results on Jan 12, 2023 JINS HOLDINGS Inc. announced that they will report Q1, 2023 results on Jan 12, 2023 Reported Earnings • Oct 16
Full year 2022 earnings released: EPS: JP¥32.13 (vs JP¥141 in FY 2021) Full year 2022 results: EPS: JP¥32.13 (down from JP¥141 in FY 2021). Revenue: JP¥66.9b (up 4.7% from FY 2021). Net income: JP¥750.0m (down 77% from FY 2021). Profit margin: 1.1% (down from 5.2% in FY 2021). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Oct 16
JINS HOLDINGS Inc., Annual General Meeting, Nov 29, 2022 JINS HOLDINGS Inc., Annual General Meeting, Nov 29, 2022. Agenda: general meeting of shareholders. Aankondiging • Aug 02
JINS HOLDINGS Inc. Revises Consolidated Earnings Forecast for the Fiscal Year Ending August 31, 2022 JINS HOLDINGS Inc. revised consolidated earnings guidance for the fiscal year ending August 31, 2022. For the year the company net sales of JPY 66,916 million against JPY 71,155 million as Previously announced, operating profit of JPY 3,758 million against JPY 7,177 million as Previously announced, profit attributable to owners of parent of JPY 926 million against JPY 4,033 million as Previously announced, Basic earnings per share of JPY 39.68 per basic share against JPY 172.80 as Previously announced . Reported Earnings • Jul 15
Third quarter 2022 earnings released: JP¥6.17 loss per share (vs JP¥35.60 profit in 3Q 2021) Third quarter 2022 results: JP¥6.17 loss per share (down from JP¥35.60 profit in 3Q 2021). Revenue: JP¥17.2b (up 6.9% from 3Q 2021). Net loss: JP¥144.0m (down 117% from profit in 3Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 8.0% growth forecast for the industry in Germany. Reported Earnings • Apr 09
Second quarter 2022 earnings released: EPS: JP¥31.58 (vs JP¥66.15 in 2Q 2021) Second quarter 2022 results: EPS: JP¥31.58 (down from JP¥66.15 in 2Q 2021). Revenue: JP¥17.4b (up 3.6% from 2Q 2021). Net income: JP¥737.0m (down 52% from 2Q 2021). Profit margin: 4.2% (down from 9.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 16%, compared to a 19% growth forecast for the industry in Germany. Buying Opportunity • Apr 08
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 23%. The fair value is estimated to be €51.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years. Earnings per share has declined by 9.5%. For the next 3 years, revenue is forecast to grow by 9.0% per annum. Earnings is also forecast to grow by 21% per annum over the same time period. Upcoming Dividend • Feb 18
Upcoming dividend of JP¥17.00 per share Eligible shareholders must have bought the stock before 25 February 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.3%). Aankondiging • Jan 19
JINS HOLDINGS Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of 2022 JINS HOLDINGS Inc. provided consolidated earnings guidance for the first half and full year of 2022. For the first half of 2022, the company expected consolidated net sales of ¥32,755 million, operating profit of ¥1,977 million, profit attributable to owners of parent of ¥1,333 million or ¥57.12 per share.For the year ending August 31, 2022, the company expected consolidated net sales of ¥71,155 million, operating profit of ¥7,177 million, profit attributable to owners of parent of ¥4,033 million or ¥172.80 per share. Reported Earnings • Jan 15
First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat First quarter 2022 results: EPS: JP¥18.55 (up from JP¥15.81 in 1Q 2021). Revenue: JP¥15.3b (up 3.1% from 1Q 2021). Net income: JP¥433.0m (up 17% from 1Q 2021). Profit margin: 2.8% (up from 2.5% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 14%, compared to a 17% growth forecast for the industry in Germany. Reported Earnings • Oct 09
Full year 2021 earnings released: EPS JP¥141 (vs JP¥71.47 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥63.9b (up 6.0% from FY 2020). Net income: JP¥3.29b (up 95% from FY 2020). Profit margin: 5.2% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 30 August 2021. Payment date: 27 November 2021. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (2.3%). Aankondiging • Aug 13
JINS Launches its First Biodegradable Sunglasses JINS Eyewear announced a new line of biodegradable sunglasses as part of its popular JINS&SUN brand. Launching in the USA, the newest line of sunglasses will combine JINS&SUN's refined frame designs with biodegradable, bioplastic materials. JINS&SUN was launched in April 2021 under the concept of "EVERYDAY EYE WEAR," with the collections not limited to an occasion or style. The brand was an immediate hit. In response, JINS&SUN has decided to expand its product offerings with the Classic Collection. The Classic Collection combines modern technology, innovative materials, and traditional designs to create sustainable sunglasses in line with current customer values. A notable feature of the Classic Collection is the use of the plant-based bioplastic M49. M49 was developed by Italian polymer manufacturer Mazzucchelli as a sustainable alternative to acetate, the plastic used in most glasses frames. In contrast with regular acetate, M49 contains a high amount of plant-derived content that can be quickly broken down by microorganisms upon disposal. In addition to being more eco-friendly, M49 boasts high durability, lightweight feel, and a smooth, beautiful luster. In other words, it is the ideal material for JINS&SUN sunglasses. JINS has committed to offering its first sustainable product at a price that is accessible by a wide range of customers. The JINS&SUN Classic Collection will provide affordable, high-quality sunglasses in timeless designs that can be enjoyed for years to come. Similar to wooden frameworks in furniture or buildings, the Classic Collection frames (the acetate frame and temple parts only) can be easily broken down, separated into different parts, and recycled at the end of their life cycle. This also means that any worn parts can easily be removed and replaced, allowing them to maintain and use their Classic sunglasses for a long time. Classic Collection sunglasses are available in three different frame styles – Boston, Wellington, and Sirmont. All three bold, classic frames are made of lightweight and lustrous M49. The hinges of each frame are adjustable accent pieces that can be configured to their facial and head shape. JINS seeks to provide customers who are dissatisfied with environmentally harmful, consumerist trends with timeless, sustainable classics. The JINS&SUN Classic Collection will be a favorite of those who value the product life cycle. Made of the bioplastic M49, a plant-based material made by Italian polymer manufacturer Mazzucchelli. Highly biodegradable and easy to return to soil. Inspired by wooden frameworks, the front hinge is adjustable and separable. Can be easily maintained by disassembling. Comes in classic, bold shapes. A new sunglasses brand of JINS has a concept of "EVERYDAY EYE WEAR". The collections are not limited to an occasion or style. They are for everyone who lives under the sun & enjoys life every day. NIGO, who continues to influence the world's street culture, and JINS, the eyewear brand, which is innovating the world of eyewear, have teamed up to bring new sunglasses collections. Reported Earnings • Jul 16
Third quarter 2021 earnings released: EPS JP¥35.60 (vs JP¥89.03 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥16.1b (up 56% from 3Q 2020). Net income: JP¥831.0m (up JP¥2.91b from 3Q 2020). Profit margin: 5.2% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Aankondiging • Jun 24
JINS HOLDINGS Inc. (TSE:3046) agreed to acquire FittingBox SAS. JINS HOLDINGS Inc. (TSE:3046) agreed to acquire FittingBox SAS on June 23, 2021. The deal is expected to be completed by July 30, 2021. The impact of the acquisition of shares on the consolidated financial results of the Company for the fiscal year ending August 2021 will be minor. Reported Earnings • Apr 12
Second quarter 2021 earnings released: EPS JP¥66.15 (vs JP¥51.76 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥16.8b (up 1.5% from 2Q 2020). Net income: JP¥1.54b (up 26% from 2Q 2020). Profit margin: 9.2% (up from 7.4% in 2Q 2020). Aankondiging • Feb 12
JINS HOLDINGS Inc. to Report Q2, 2021 Results on Apr 09, 2021 JINS HOLDINGS Inc. announced that they will report Q2, 2021 results on Apr 09, 2021 Analyst Estimate Surprise Post Earnings • Jan 20
Revenue misses expectations Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 18%, compared to a 7.7% growth forecast for the Specialty Retail industry in Germany. Analyst Estimate Surprise Post Earnings • Jan 18
Revenue misses expectations Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 19%, compared to a 7.6% growth forecast for the Specialty Retail industry in Germany. Analyst Estimate Surprise Post Earnings • Jan 16
Revenue misses expectations Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 19%, compared to a 7.6% growth forecast for the Specialty Retail industry in Germany. Reported Earnings • Jan 14
First quarter 2021 earnings released: EPS JP¥15.81 The company reported a poor first quarter result with weaker earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: JP¥14.8b (flat on 1Q 2020). Net income: JP¥369.0m (down 56% from 1Q 2020). Profit margin: 2.5% (down from 5.6% in 1Q 2020). The decrease in margin was primarily driven by higher expenses. Analyst Estimate Surprise Post Earnings • Jan 14
Revenue misses expectations Revenue missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 20%, compared to a 7.6% growth forecast for the Specialty Retail industry in Germany. Is New 90 Day High Low • Jan 06
New 90-day low: €52.00 The company is down 17% from its price of €63.00 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €32.67 per share. Is New 90 Day High Low • Dec 15
New 90-day low: €52.50 The company is down 21% from its price of €66.50 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €32.70 per share. Is New 90 Day High Low • Nov 30
New 90-day low: €57.00 The company is down 2.0% from its price of €58.00 on 01 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €27.66 per share. Aankondiging • Nov 07
JINS HOLDINGS Inc. to Report Q1, 2021 Results on Jan 13, 2021 JINS HOLDINGS Inc. announced that they will report Q1, 2021 results on Jan 13, 2021 Reported Earnings • Oct 10
Full year earnings released - EPS €71.47 Over the last 12 months the company has reported total profits of JP¥1.69b, down 56% from the prior year. Total revenue was JP¥60.3b over the last 12 months, down 2.7% from the prior year. Profit margins were 2.8%, which is lower than the 6.3% margin from last year. The decrease in margin was primarily driven by lower revenue. Analyst Estimate Surprise Post Earnings • Oct 10
Annual earnings released: Revenue beats expectations Annual revenue exceeded analyst estimates by 0.5% at JP¥60.3b. Revenue is forecast to grow 13% over the next year, compared to a 5.6% growth forecast for the Specialty Retail industry in Germany. Aankondiging • Aug 22
JINS HOLDINGS Inc. to Report Fiscal Year 2020 Results on Oct 09, 2020 JINS HOLDINGS Inc. announced that they will report fiscal year 2020 results on Oct 09, 2020 
