Reported Earnings • Jul 14
First quarter 2027 earnings released: EPS: JP¥0.99 (vs JP¥10.19 in 1Q 2026) First quarter 2027 results: EPS: JP¥0.99 (down from JP¥10.19 in 1Q 2026). Revenue: JP¥4.98b (down 2.3% from 1Q 2026). Net income: JP¥11.0m (down 90% from 1Q 2026). Profit margin: 0.2% (down from 2.3% in 1Q 2026). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Jun 02
Full year 2026 earnings released: EPS: JP¥43.96 (vs JP¥88.34 in FY 2025) Full year 2026 results: EPS: JP¥43.96 (down from JP¥88.34 in FY 2025). Revenue: JP¥21.3b (down 3.9% from FY 2025). Net income: JP¥491.0m (down 51% from FY 2025). Profit margin: 2.3% (down from 4.5% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Aankondiging • May 13
Izutsuya Co., Ltd. to Report Q1, 2027 Results on Jul 10, 2026 Izutsuya Co., Ltd. announced that they will report Q1, 2027 results on Jul 10, 2026 Reported Earnings • Apr 11
Full year 2026 earnings released: EPS: JP¥43.96 (vs JP¥88.34 in FY 2025) Full year 2026 results: EPS: JP¥43.96 (down from JP¥88.34 in FY 2025). Revenue: JP¥21.3b (down 3.9% from FY 2025). Net income: JP¥491.0m (down 51% from FY 2025). Profit margin: 2.3% (down from 4.5% in FY 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Aankondiging • Apr 10
Izutsuya Co., Ltd., Annual General Meeting, May 28, 2026 Izutsuya Co., Ltd., Annual General Meeting, May 28, 2026. Aankondiging • Apr 03
Izutsuya Co., Ltd. to Report Fiscal Year 2026 Results on Apr 10, 2026 Izutsuya Co., Ltd. announced that they will report fiscal year 2026 results on Apr 10, 2026 Upcoming Dividend • Feb 19
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 25 May 2026. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.3%). Reported Earnings • Jan 15
Third quarter 2026 earnings released: JP¥9.44 loss per share (vs JP¥2.56 profit in 3Q 2025) Third quarter 2026 results: JP¥9.44 loss per share (down from JP¥2.56 profit in 3Q 2025). Revenue: JP¥4.79b (down 5.5% from 3Q 2025). Net loss: JP¥105.0m (down 462% from profit in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Declared Dividend • Dec 13
Dividend of JP¥6.00 announced Dividend of JP¥6.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 25th May 2026 Dividend yield will be 1.3%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 4.7% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 13% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Aankondiging • Dec 12
Izutsuya Co., Ltd. announces Annual dividend, payable on May 25, 2026 Izutsuya Co., Ltd. announced Annual dividend of JPY 6.0000 per share payable on May 25, 2026, ex-date on February 26, 2026 and record date on February 28, 2026. Aankondiging • Nov 14
Izutsuya Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026 Izutsuya Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026 Reported Earnings • Oct 11
Second quarter 2026 earnings released: EPS: JP¥2.87 (vs JP¥0.44 in 2Q 2025) Second quarter 2026 results: EPS: JP¥2.87 (up from JP¥0.44 in 2Q 2025). Revenue: JP¥5.41b (down 5.2% from 2Q 2025). Net income: JP¥32.0m (up JP¥27.0m from 2Q 2025). Profit margin: 0.6% (up from 0.1% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Aankondiging • Aug 27
Izutsuya Co., Ltd. to Report Q2, 2026 Results on Oct 10, 2025 Izutsuya Co., Ltd. announced that they will report Q2, 2026 results on Oct 10, 2025 Reported Earnings • Jul 14
First quarter 2026 earnings released: EPS: JP¥10.19 (vs JP¥17.33 in 1Q 2025) First quarter 2026 results: EPS: JP¥10.19 (down from JP¥17.33 in 1Q 2025). Revenue: JP¥5.10b (down 2.4% from 1Q 2025). Net income: JP¥115.0m (down 41% from 1Q 2025). Profit margin: 2.3% (down from 3.7% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Aankondiging • May 27
Izutsuya Co., Ltd. to Report Q1, 2026 Results on Jul 10, 2025 Izutsuya Co., Ltd. announced that they will report Q1, 2026 results on Jul 10, 2025 Reported Earnings • Apr 11
Full year 2025 earnings released: EPS: JP¥88.34 (vs JP¥84.91 in FY 2024) Full year 2025 results: EPS: JP¥88.34 (up from JP¥84.91 in FY 2024). Revenue: JP¥22.2b (down 1.6% from FY 2024). Net income: JP¥999.0m (up 3.4% from FY 2024). Profit margin: 4.5% (up from 4.3% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Aankondiging • Apr 11
Izutsuya Co., Ltd. (TSE:8260) announces an Equity Buyback for 287,000 shares, representing 2.51% for ¥100 million. Izutsuya Co., Ltd. (TSE:8260) announces a share repurchase program. Under the program, the company will repurchase up to 287,000 shares, representing 2.51% of its issued share capital (excluding treasury stock), for ¥100 million. The purpose of the program is to implement flexible capital policies in response to the business environment, to enhance capital efficiency to maximize shareholder value, to improve its business performance and for the purpose of using the stocks as part of the trust that the Company has established. The program will run until July 31, 2025. As of February 28, 2025, the company had 11,455,854 shares in issue (excluding treasury stock) and 24,641 shares in treasury. Aankondiging • Apr 10
Izutsuya Co., Ltd., Annual General Meeting, May 22, 2025 Izutsuya Co., Ltd., Annual General Meeting, May 22, 2025. Aankondiging • Mar 01
Izutsuya Co., Ltd. to Report Fiscal Year 2025 Results on Apr 10, 2025 Izutsuya Co., Ltd. announced that they will report fiscal year 2025 results on Apr 10, 2025 Upcoming Dividend • Feb 20
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 26 May 2025. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.4%). Reported Earnings • Jan 15
Third quarter 2025 earnings released: EPS: JP¥2.56 (vs JP¥1.41 loss in 3Q 2024) Third quarter 2025 results: EPS: JP¥2.56 (up from JP¥1.41 loss in 3Q 2024). Revenue: JP¥5.07b (down 4.0% from 3Q 2024). Net income: JP¥29.0m (up JP¥45.0m from 3Q 2024). Profit margin: 0.6% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Aankondiging • Nov 27
Izutsuya Co., Ltd. to Report Q3, 2025 Results on Jan 14, 2025 Izutsuya Co., Ltd. announced that they will report Q3, 2025 results on Jan 14, 2025 Reported Earnings • Oct 15
Second quarter 2025 earnings released: EPS: JP¥0.44 (vs JP¥12.88 in 2Q 2024) Second quarter 2025 results: EPS: JP¥0.44 (down from JP¥12.88 in 2Q 2024). Revenue: JP¥5.70b (flat on 2Q 2024). Net income: JP¥5.00m (down 97% from 2Q 2024). Profit margin: 0.1% (down from 2.6% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Aankondiging • Aug 11
Izutsuya Co., Ltd. to Report Q2, 2025 Results on Oct 11, 2024 Izutsuya Co., Ltd. announced that they will report Q2, 2025 results on Oct 11, 2024 Reported Earnings • Jul 13
First quarter 2025 earnings released: EPS: JP¥17.33 (vs JP¥27.32 in 1Q 2024) First quarter 2025 results: EPS: JP¥17.33 (down from JP¥27.32 in 1Q 2024). Revenue: JP¥5.23b (flat on 1Q 2024). Net income: JP¥196.0m (down 37% from 1Q 2024). Profit margin: 3.7% (down from 6.0% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. New Risk • Jun 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥5.22b market cap, or US$33.4m). Aankondiging • May 29
Izutsuya Co., Ltd. to Report Q1, 2025 Results on Jul 10, 2024 Izutsuya Co., Ltd. announced that they will report Q1, 2025 results on Jul 10, 2024 Aankondiging • Apr 12
Izutsuya Co., Ltd., Annual General Meeting, May 23, 2024 Izutsuya Co., Ltd., Annual General Meeting, May 23, 2024. Reported Earnings • Apr 11
Full year 2024 earnings released: EPS: JP¥84.91 (vs JP¥88.95 in FY 2023) Full year 2024 results: EPS: JP¥84.91 (down from JP¥88.95 in FY 2023). Revenue: JP¥22.5b (flat on FY 2023). Net income: JP¥966.0m (down 5.2% from FY 2023). Profit margin: 4.3% (down from 4.5% in FY 2023). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Feb 21
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%). Aankondiging • Feb 20
Izutsuya Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2024 Izutsuya Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2024 Reported Earnings • Jan 11
Third quarter 2024 earnings released: JP¥1.41 loss per share (vs JP¥0.70 profit in 3Q 2023) Third quarter 2024 results: JP¥1.41 loss per share (down from JP¥0.70 profit in 3Q 2023). Revenue: JP¥5.28b (up 6.9% from 3Q 2023). Net loss: JP¥16.0m (down 300% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year. Aankondiging • Nov 15
Izutsuya Co., Ltd. to Report Q3, 2024 Results on Jan 10, 2024 Izutsuya Co., Ltd. announced that they will report Q3, 2024 results on Jan 10, 2024 Reported Earnings • Oct 13
Second quarter 2024 earnings released: EPS: JP¥12.88 (vs JP¥39.28 in 2Q 2023) Second quarter 2024 results: EPS: JP¥12.88 (down from JP¥39.28 in 2Q 2023). Revenue: JP¥5.67b (down 1.3% from 2Q 2023). Net income: JP¥147.0m (down 67% from 2Q 2023). Profit margin: 2.6% (down from 7.8% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. New Risk • Oct 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.1% 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: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥4.48b market cap, or US$30.1m). Aankondiging • Aug 24
Izutsuya Co., Ltd. to Report Q2, 2024 Results on Oct 12, 2023 Izutsuya Co., Ltd. announced that they will report Q2, 2024 results on Oct 12, 2023 Reported Earnings • Jul 14
First quarter 2024 earnings released: EPS: JP¥27.32 (vs JP¥31.51 in 1Q 2023) First quarter 2024 results: EPS: JP¥27.32 (down from JP¥31.51 in 1Q 2023). Revenue: JP¥5.24b (down 3.4% from 1Q 2023). Net income: JP¥313.0m (down 13% from 1Q 2023). Profit margin: 6.0% (down from 6.7% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. New Risk • Jun 18
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% 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: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Market cap is less than US$100m (JP¥4.16b market cap, or US$29.3m). Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥359, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 20x in the Multiline Retail industry in Japan. Total returns to shareholders of 95% over the past three years. Reported Earnings • May 30
Full year 2023 earnings released: EPS: JP¥88.95 (vs JP¥102 in FY 2022) Full year 2023 results: EPS: JP¥88.95 (down from JP¥102 in FY 2022). Revenue: JP¥22.6b (down 57% from FY 2022). Net income: JP¥1.02b (down 13% from FY 2022). Profit margin: 4.5% (up from 2.2% in FY 2022). The increase in margin was driven by lower expenses. 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 16% per year, which means it is significantly lagging earnings growth. Aankondiging • May 20
Izutsuya Co., Ltd. to Report Q1, 2024 Results on Jul 11, 2023 Izutsuya Co., Ltd. announced that they will report Q1, 2024 results on Jul 11, 2023 Reported Earnings • Apr 13
Full year 2023 earnings released: EPS: JP¥88.95 (vs JP¥102 in FY 2022) Full year 2023 results: EPS: JP¥88.95 (down from JP¥102 in FY 2022). Revenue: JP¥22.6b (down 57% from FY 2022). Net income: JP¥1.02b (down 13% from FY 2022). Profit margin: 4.5% (up from 2.2% in FY 2022). The increase in margin was driven by lower expenses. 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 28% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥5.00 per share at 1.4% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 May 2023. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.5%). Reported Earnings • Jan 12
Third quarter 2023 earnings released: EPS: JP¥0.70 (vs JP¥18.51 in 3Q 2022) Third quarter 2023 results: EPS: JP¥0.70 (down from JP¥18.51 in 3Q 2022). Revenue: JP¥4.93b (down 63% from 3Q 2022). Net income: JP¥8.00m (down 96% from 3Q 2022). Profit margin: 0.2% (down from 1.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jan 12
Third quarter 2023 earnings released: EPS: JP¥0.70 (vs JP¥18.51 in 3Q 2022) Third quarter 2023 results: EPS: JP¥0.70 (down from JP¥18.51 in 3Q 2022). Revenue: JP¥4.93b (down 63% from 3Q 2022). Net income: JP¥8.00m (down 96% from 3Q 2022). Profit margin: 0.2% (down from 1.6% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Aankondiging • Nov 30
Izutsuya Co., Ltd. to Report Q3, 2023 Results on Jan 11, 2023 Izutsuya Co., Ltd. announced that they will report Q3, 2023 results on Jan 11, 2023 Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 8 highly experienced directors. No independent directors (6 non-independent directors). Chief of Operational Policy Office, Managing Exec. Officer, Asst. GM of Ops Division and Director Hideki Kubo was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Oct 15
Second quarter 2023 earnings released: EPS: JP¥39.28 (vs JP¥20.60 in 2Q 2022) Second quarter 2023 results: EPS: JP¥39.28 (up from JP¥20.60 in 2Q 2022). Revenue: JP¥5.74b (down 54% from 2Q 2022). Net income: JP¥450.0m (up 91% from 2Q 2022). Profit margin: 7.8% (up from 1.9% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Aankondiging • Aug 24
Izutsuya Co., Ltd. to Report Q2, 2023 Results on Oct 13, 2022 Izutsuya Co., Ltd. announced that they will report Q2, 2023 results on Oct 13, 2022 Reported Earnings • Jul 13
First quarter 2023 earnings released: EPS: JP¥31.51 (vs JP¥10.13 in 1Q 2022) First quarter 2023 results: EPS: JP¥31.51 (up from JP¥10.13 in 1Q 2022). Revenue: JP¥5.42b (down 57% from 1Q 2022). Net income: JP¥361.0m (up 211% from 1Q 2022). Profit margin: 6.7% (up from 0.9% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 02
Full year 2022 earnings released: EPS: JP¥102 (vs JP¥9.69 in FY 2021) Full year 2022 results: EPS: JP¥102 (up from JP¥9.69 in FY 2021). Revenue: JP¥53.1b (up 5.2% from FY 2021). Net income: JP¥1.17b (up JP¥1.06b from FY 2021). Profit margin: 2.2% (up from 0.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 23
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥336, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 12x in the Multiline Retail industry in Japan. Total returns to shareholders of 36% over the past three years. Aankondiging • May 08
Izutsuya Co., Ltd. to Report Q1, 2023 Results on Jul 12, 2022 Izutsuya Co., Ltd. announced that they will report Q1, 2023 results on Jul 12, 2022 Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. No independent directors (6 non-independent directors). Chief of Operational Policy Office, Managing Exec. Officer, Asst. GM of Ops Division and Director Hideki Kubo was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Aankondiging • Apr 15
Izutsuya Co., Ltd., Annual General Meeting, May 26, 2022 Izutsuya Co., Ltd., Annual General Meeting, May 26, 2022. Reported Earnings • Apr 14
Full year 2022 earnings released: EPS: JP¥102 (vs JP¥9.69 in FY 2021) Full year 2022 results: EPS: JP¥102 (up from JP¥9.69 in FY 2021). Revenue: JP¥53.1b (up 5.2% from FY 2021). Net income: JP¥1.17b (up JP¥1.06b from FY 2021). Profit margin: 2.2% (up from 0.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Aankondiging • Apr 08
Izutsuya Co., Ltd. to Report Fiscal Year 2022 Results on Apr 13, 2022 Izutsuya Co., Ltd. announced that they will report fiscal year 2022 results on Apr 13, 2022 Reported Earnings • Jan 13
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥18.50 (up from JP¥10.56 loss in 3Q 2021). Revenue: JP¥13.2b (up 1.7% from 3Q 2021). Net income: JP¥212.0m (up JP¥333.0m from 3Q 2021). Profit margin: 1.6% (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 increased by 87% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Dec 22
Investor sentiment deteriorated over the past week After last week's 19% share price decline to JP¥365, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 15x in the Multiline Retail industry in Japan. Total returns to shareholders of 106% over the past three years. Valuation Update With 7 Day Price Move • Oct 28
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥318, the stock trades at a trailing P/E ratio of 5x. Average trailing P/E is 17x in the Multiline Retail industry in Japan. Total returns to shareholders of 26% over the past three years. Reported Earnings • Oct 15
Second quarter 2022 earnings released: EPS JP¥20.60 (vs JP¥50.36 in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥12.5b (down 13% from 2Q 2021). Net income: JP¥236.0m (down 59% from 2Q 2021). Profit margin: 1.9% (down from 4.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥304, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 15x in the Multiline Retail industry in Japan. Total returns to shareholders of 16% over the past three years. Valuation Update With 7 Day Price Move • Sep 17
Investor sentiment improved over the past week After last week's 23% share price gain to JP¥246, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 16x in the Multiline Retail industry in Japan. Total loss to shareholders of 15% over the past three years. Reported Earnings • Jul 15
First quarter 2022 earnings released: EPS JP¥10.13 (vs JP¥72.97 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥12.6b (up 41% from 1Q 2021). Net income: JP¥116.0m (up JP¥952.0m from 1Q 2021). Profit margin: 0.9% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 02
Full year 2021 earnings released: EPS JP¥9.69 (vs JP¥35.70 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥50.5b (down 24% from FY 2020). Net income: JP¥111.0m (down 73% from FY 2020). Profit margin: 0.2% (down from 0.6% in FY 2020). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 16
Full year 2021 earnings released: EPS JP¥9.69 (vs JP¥35.70 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥50.5b (down 24% from FY 2020). Net income: JP¥111.0m (down 73% from FY 2020). Profit margin: 0.2% (down from 0.6% in FY 2020). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Aankondiging • Mar 09
Izutsuya Co., Ltd. to Report Fiscal Year 2021 Results on Apr 13, 2021 Izutsuya Co., Ltd. announced that they will report fiscal year 2021 results on Apr 13, 2021 Is New 90 Day High Low • Feb 04
New 90-day high: JP¥210 The company is up 17% from its price of JP¥180 on 06 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Multiline Retail industry, which is up 9.0% over the same period. Reported Earnings • Jan 14
Third quarter 2021 earnings released: JP¥10.56 loss per share The company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥13.0b (down 17% from 3Q 2020). Net loss: JP¥121.0m (down 436% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Jan 14
New 90-day high: JP¥195 The company is up 8.0% from its price of JP¥180 on 16 October 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Multiline Retail industry, which is flat over the same period. Is New 90 Day High Low • Dec 21
New 90-day low: JP¥169 The company is down 5.0% from its price of JP¥178 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 2.0% over the same period. Aankondiging • Aug 31
Izutsuya Co., Ltd. to Report Q2, 2021 Results on Oct 12, 2020 Izutsuya Co., Ltd. announced that they will report Q2, 2021 results on Oct 12, 2020 
