Valuation Update With 7 Day Price Move • Mar 18
Investor sentiment deteriorates as stock falls 26% After last week's 26% share price decline to US$2.21, the stock trades at a trailing P/E ratio of 2.1x. Average trailing P/E is 19x in the Specialty Retail industry in the US. Total loss to shareholders of 79% over the past three years. Buy Or Sell Opportunity • Mar 18
Now 40% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to US$2.21. The fair value is estimated to be US$3.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%. Buy Or Sell Opportunity • Mar 02
Now 20% undervalued Over the last 90 days, the stock has risen 12% to US$2.90. The fair value is estimated to be US$3.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%. Buy Or Sell Opportunity • Feb 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.7% to US$2.85. The fair value is estimated to be US$3.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 75%. Valuation Update With 7 Day Price Move • Dec 29
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$3.02, the stock trades at a trailing P/E ratio of 2.9x. Average trailing P/E is 20x in the Specialty Retail industry in the US. Total loss to shareholders of 75% over the past three years. Reported Earnings • Dec 23
First half 2026 earnings released: US$0.20 loss per share (vs US$0.32 profit in 1H 2025) First half 2026 results: US$0.20 loss per share (down from US$0.32 profit in 1H 2025). Revenue: US$190.4m (up 94% from 1H 2025). Net loss: US$860.0k (down 164% from profit in 1H 2025). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings. New Risk • Dec 10
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: US$9.95m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 6.4% per year over the past 5 years. Market cap is less than US$10m (US$9.95m market cap). Reported Earnings • Jul 13
Full year 2025 earnings released: EPS: US$1.57 (vs US$2.01 in FY 2024) Full year 2025 results: EPS: US$1.57 (down from US$2.01 in FY 2024). Revenue: US$210.1m (up 7.4% from FY 2024). Net income: US$6.64m (down 11% from FY 2024). Profit margin: 3.2% (down from 3.8% in FY 2024). The decrease in margin was driven by higher expenses. 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. New Risk • Jul 06
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 20% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported September 2024 fiscal period end). Market cap is less than US$100m (US$15.8m market cap). Aankondiging • Jul 02
Tokyo Lifestyle Co., Ltd. to Report Fiscal Year 2025 Results on Jul 10, 2025 Tokyo Lifestyle Co., Ltd. announced that they will report fiscal year 2025 results at 9:30 AM, US Eastern Standard Time on Jul 10, 2025 Board Change • Jul 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Corporate Auditor Tadao Iwamatsu was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Aankondiging • Jun 23
Tokyo Lifestyle Co., Ltd., Annual General Meeting, Jun 27, 2025 Tokyo Lifestyle Co., Ltd., Annual General Meeting, Jun 27, 2025, at 11:00 Tokyo Standard Time. Location: harumi bldg, 5th floor, kotobashi 2-5-9, sumida-ku, tokyo japan, Japan Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to US$3.95, the stock trades at a trailing P/E ratio of 2.4x. Average trailing P/E is 16x in the Specialty Retail industry in the US. Total loss to shareholders of 91% over the past three years. Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$3.75, the stock trades at a trailing P/E ratio of 2.3x. Average trailing P/E is 17x in the Specialty Retail industry in the US. Total loss to shareholders of 46% over the past year. Reported Earnings • Dec 20
First half 2025 earnings released: EPS: US$0.32 (vs US$0.54 in 1H 2024) First half 2025 results: EPS: US$0.32 (down from US$0.54 in 1H 2024). Revenue: US$98.0m (up 32% from 1H 2024). Net income: US$1.34m (down 32% from 1H 2024). Profit margin: 1.4% (down from 2.6% in 1H 2024). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Dec 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$3.84, the stock trades at a trailing P/E ratio of 2.2x. Average trailing P/E is 18x in the Specialty Retail industry in the US. Total loss to shareholders of 51% over the past year. Aankondiging • Dec 09
Tokyo Lifestyle Co., Ltd. to Report First Half, 2025 Results on Dec 18, 2024 Tokyo Lifestyle Co., Ltd. announced that they will report first half, 2025 results on Dec 18, 2024 Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment deteriorates as stock falls 34% After last week's 34% share price decline to US$2.66, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 16x in the Specialty Retail industry in the US. Total loss to shareholders of 65% over the past year. Aankondiging • Jul 09
Yoshitsu Co., Ltd to Report Fiscal Year 2024 Results on Jul 16, 2024 Yoshitsu Co., Ltd announced that they will report fiscal year 2024 results at 9:30 AM, US Eastern Standard Time on Jul 16, 2024 Aankondiging • Jun 15
Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2024 Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2024. Location: tokyo Japan New Risk • Apr 16
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: US$9.99m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (US$9.99m market cap). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding). New Risk • Feb 06
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: US$9.08m This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (23% average weekly change). Earnings have declined by 59% per year over the past 5 years. Market cap is less than US$10m (US$9.08m market cap). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding). New Risk • Jan 30
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (24% average weekly change). Earnings have declined by 59% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (US$11.1m market cap). Aankondiging • Jan 28
Yoshitsu Co., Ltd has filed a Follow-on Equity Offering in the amount of $4.000002 million. Yoshitsu Co., Ltd has filed a Follow-on Equity Offering in the amount of $4.000002 million.
Security Name: American Depositary Shares
Security Type: Depositary Receipt (Common Stock)
Securities Offered: 5,970,152
Price\Range: $0.67
Transaction Features: Registered Direct Offering New Risk • Jan 20
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 59% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$28.3m market cap). Reported Earnings • Dec 27
First half 2024 earnings released: EPS: US$0.054 (vs US$0.009 in 1H 2023) First half 2024 results: EPS: US$0.054 (up from US$0.009 in 1H 2023). Revenue: US$74.2m (down 4.4% from 1H 2023). Net income: US$1.95m (up 497% from 1H 2023). Profit margin: 2.6% (up from 0.4% in 1H 2023). The increase in margin was driven by lower expenses. Aankondiging • Dec 20
Yoshitsu Co., Ltd to Report First Half, 2024 Results on Dec 22, 2023 Yoshitsu Co., Ltd announced that they will report first half, 2024 results on Dec 22, 2023 New Risk • Oct 26
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 American stocks, typically moving 10.0% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 46% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (10.0% average weekly change). Market cap is less than US$100m (US$37.0m market cap). Reported Earnings • Aug 01
Full year 2023 earnings released: US$0.22 loss per share (vs US$0.10 profit in FY 2022) Full year 2023 results: US$0.22 loss per share (down from US$0.10 profit in FY 2022). Revenue: US$169.7m (down 26% from FY 2022). Net loss: US$8.05m (down 346% from profit in FY 2022). Aankondiging • Jul 21
Yoshitsu Co., Ltd, Annual General Meeting, Jul 25, 2023 Yoshitsu Co., Ltd, Annual General Meeting, Jul 25, 2023, at 11:00 Tokyo Standard Time. Location: 5th Floor, Harumi Building 2-5-9 Kotohashi Sumida-Ku Japan Agenda: To consider updated business report for the 17th fiscal year (from April 1, 2022, to March 31, 2023), including the financial statements and the audit Report of the financial statements by the accounting auditors and the board of statutory auditors. Aankondiging • Jun 22
Yoshitsu Co., Ltd, Annual General Meeting, Jun 30, 2023 Yoshitsu Co., Ltd, Annual General Meeting, Jun 30, 2023, at 11:00 Tokyo Standard Time. Location: 5th Floor, Harumi Building, 2-5-9 Kotohashi, Sumida-ku Tokyo Japan Agenda: To consider regarding the Business Report for the 17th fiscal year (from April 1, 2022, to March 31, 2023), Financial Statements, and the Audit Report on the Financial Statements by the Auditors and the Board of Corporate Auditors, which financial statements were based upon statutory financial results as prepared in accordance with Japanese GAAP; to consider Reappointments of four Directors; an to consider other matters. New Risk • Jun 12
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% 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 Risks Interest payments are not well covered by earnings (1.1x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 10% per year over the past 5 years. High level of non-cash earnings (21% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (US$49.7m market cap). Valuation Update With 7 Day Price Move • May 06
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to US$1.62, the stock trades at a trailing P/E ratio of 35.6x. Average trailing P/E is 11x in the Specialty Retail industry in the US. Total loss to shareholders of 4.7% over the past year. Valuation Update With 7 Day Price Move • Apr 20
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to US$1.41, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 30% over the past year. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to US$1.21, the stock trades at a trailing P/E ratio of 26.6x. Average trailing P/E is 10x in the Specialty Retail industry in the US. Total loss to shareholders of 45% over the past year. Reported Earnings • Mar 25
First half 2023 earnings released: EPS: US$0.01 (vs US$0.088 in 1H 2022) First half 2023 results: EPS: US$0.01 (down from US$0.088 in 1H 2022). Revenue: US$77.6m (down 31% from 1H 2022). Net income: US$327.6k (down 87% from 1H 2022). Profit margin: 0.4% (down from 2.2% in 1H 2022). The decrease in margin was driven by lower revenue. Valuation Update With 7 Day Price Move • Dec 21
Investor sentiment deteriorated over the past week After last week's 16% share price decline to US$1.17, the stock trades at a trailing P/E ratio of 12.9x. Average trailing P/E is 8x in the Specialty Retail industry in the US. Board Change • Nov 16
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Representative Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Board Change • Oct 29
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Representative Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Aankondiging • Aug 04
Yoshitsu Co., Ltd to Report Fiscal Year 2022 Results on Aug 15, 2022 Yoshitsu Co., Ltd announced that they will report fiscal year 2022 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2022 Aankondiging • Jul 30
Yoshitsu Co., Ltd announced delayed 20-F filing On 07/29/2022, Yoshitsu Co., Ltd announced that they will be unable to file their next 20-F by the deadline required by the SEC. Aankondiging • Jul 23
Yoshitsu Co., Ltd (NasdaqCM:TKLF) entered into an agreement to acquire Tokyo Lifestyle Limited from All Seas Global Limited for approximately ¥390 million. Yoshitsu Co., Ltd (NasdaqCM:TKLF) entered into an agreement to acquire Tokyo Lifestyle Limited from All Seas Global Limited for approximately ¥390 million on July 20, 2022. The deal has been approved by the board of Yoshitsu. The deal is subject to approval by shareholders of Yoshitsu and regulatory board. The deal is expected to close by the end of July, 2022. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improved over the past week After last week's 58% share price gain to US$2.30, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 6x in the Specialty Retail industry in the US. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improved over the past week After last week's 39% share price gain to US$1.69, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 6x in the Specialty Retail industry in the US. Aankondiging • Jun 10
Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2022 Yoshitsu Co., Ltd, Annual General Meeting, Jun 27, 2022, at 11:00 Tokyo Standard Time. Location: Yoshitsu Co., Ltd Harumi Building, 2-5-9 Kotobashi Sumida-ku Tokyo Japan Agenda: To consider the Business Report and the Non-Consolidated (Audited) Financial Statements, and Report on the Results of the Audit of the Non-Consolidated (Audited) Financial Statements by the Accounting Auditor and the Board of Corporate Auditors for the 16th fiscal year; to elect one corporate Auditor; to consider recommendation of the board; and to transact other matters. Valuation Update With 7 Day Price Move • May 10
Investor sentiment deteriorated over the past week After last week's 20% share price decline to US$1.50, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 7x in the Specialty Retail industry in the US. Board Change • Apr 27
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Apr 01
First half 2022 earnings released: EPS: US$0.088 (vs US$0.064 in 1H 2021) First half 2022 results: EPS: US$0.088 (up from US$0.064 in 1H 2021). Revenue: US$112.3m (up 35% from 1H 2021). Net income: US$2.42m (up 41% from 1H 2021). Profit margin: 2.2% (in line with 1H 2021). Valuation Update With 7 Day Price Move • Mar 28
Investor sentiment improved over the past week After last week's 17% share price gain to US$2.90, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 8x in the Specialty Retail industry in the US. Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment improved over the past week After last week's 21% share price gain to US$2.29, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 9x in the Specialty Retail industry in the US. Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment deteriorated over the past week After last week's 18% share price decline to US$2.44, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 9x in the Specialty Retail industry in the US. Board Change • Jan 14
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. President, CEO, Principal Executive Officer & Director Mei Kanayama is the most experienced director on the board, commencing their role in 2008. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.