H2O Retailing Management

Management criteria checks 2/4

H2O Retailing's CEO is Naoya Araki, appointed in Apr 2020, has a tenure of 4.58 years. directly owns 0.016% of the company’s shares, worth €207.86K. The average tenure of the management team and the board of directors is 4.4 years and 8.4 years respectively.

Key information

Naoya Araki

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	4.6yrs
CEO ownership	0.02%
Management average tenure	4.4yrs
Board average tenure	8.4yrs

Recent management updates

Recent updates

CEO

Naoya Araki (67 yo)

4.6yrs

Tenure

Mr. Naoya Araki is the President at H2O Retailing Corporation since April 1, 2020 and its Representative Director since April 2020 and serves as its Chairman and Chief Executive Officer. Mr. Araki served a...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Naoya Araki	Chairman	4.6yrs	no data	0.016% € 207.9k
Katsuhiro Hayashi	Executive VP of Food Business	15.4yrs	no data	0.023% € 292.5k
Toshihiko Yamaguchi	Representative Director of Department Store Business & Representative Director	4.4yrs	no data	0.010% € 130.7k
Gaku Watanabe	Managing Executive Officer	2.8yrs	no data	no data
Masaru Ikejima	Managing Executive Officer	2.8yrs	no data	no data

4.4yrs

Average Tenure

63.5yo

Average Age

Experienced Management: HKU's management team is considered experienced (4.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Naoya Araki	Chairman	12.4yrs	no data	0.016% € 207.9k
Katsuhiro Hayashi	Executive VP of Food Business	15.4yrs	no data	0.023% € 292.5k
Toshihiko Yamaguchi	Representative Director of Department Store Business & Representative Director	4.4yrs	no data	0.010% € 130.7k
Kenjiro Nakano	Independent Outside Director	8.4yrs	no data	0.0073% € 93.4k
Kazuo Sumi	Director	17.1yrs	no data	0.036% € 459.4k
Naoshi Ban	Independent Outside Director	9.4yrs	no data	0.016% € 207.9k
Mayumi Ishihara	Independent Outside Director	8.4yrs	no data	0.00049% € 6.2k
Nobuko Sekiguchi	Independent Outside Director	4.4yrs	no data	0.00059% € 7.5k
Kenji Goto	Director	1.4yrs	no data	0.0049% € 62.2k

8.4yrs

Average Tenure

66yo

Average Age

Experienced Board: HKU's board of directors are considered experienced (8.4 years average tenure).

H2O Retailing Management

Management criteria checks 2/4

Key information

Recent management updates

H2O Retailing Corporation, Annual General Meeting, Jun 28, 2023

Less than half of directors are independent

H2O Retailing Corporation, Annual General Meeting, Jun 22, 2022

Less than half of directors are independent

Recent updates

H2O Retailing Corporation (TSE:8242) announces an Equity Buyback for 500,000 shares, representing 0.41% for ¥1,300 million.

Upcoming dividend of JP¥20.00 per share

H2O Retailing Corporation to Report Q2, 2025 Results on Nov 06, 2024

First quarter 2025 earnings released: EPS: JP¥243 (vs JP¥29.11 in 1Q 2024)

Investor sentiment deteriorates as stock falls 22%

Final dividend of JP¥20.00 announced

H2O Retailing Corporation to Report Q1, 2025 Results on Aug 06, 2024

Investor sentiment improves as stock rises 16%

Full year 2024 earnings released: EPS: JP¥190 (vs JP¥136 in FY 2023)

H2O Retailing Corporation (TSE:8242) agreed to acquire remaining 35.11% stake in Kansai Food Market Ltd. (TSE:9919) from a group of shareholders for ¥36.7 billion.

H2O Retailing Corporation Provides Dividend Guidance for the Second End and Year End of Fiscal Year Ending March 31, 2025

Upcoming dividend of JP¥15.50 per share

H2O Retailing Corporation to Report Fiscal Year 2024 Results on May 15, 2024

Third quarter 2024 earnings released: EPS: JP¥99.59 (vs JP¥68.56 in 3Q 2023)

H2O Retailing Corporation Provides Special Dividend Guidance for the Year Ending March 31, 2024

Now 20% undervalued after recent price drop

Now 20% undervalued after recent price drop

H2O Retailing Corporation to Report Q3, 2024 Results on Feb 02, 2024

Second quarter 2024 earnings released: EPS: JP¥25.35 (vs JP¥17.36 in 2Q 2023)

H2O Retailing Corporation Announces Dividend for the Second Quarter Ended September 30, 2023

Upcoming dividend of JP¥12.50 per share at 1.4% yield

H2O Retailing Corporation to Report Q2, 2024 Results on Nov 02, 2023

Now 21% undervalued

First quarter 2024 earnings released: EPS: JP¥29.11 (vs JP¥5.28 in 1Q 2023)

H2O Retailing Corporation to Report Q1, 2024 Results on Aug 02, 2023

Full year 2023 earnings released: EPS: JP¥136 (vs JP¥79.84 in FY 2022)

H2O Retailing Corporation (TSE:8242) announces an Equity Buyback for 1,190,000 shares, for ¥2,200 million.

H2O Retailing Corporation Provides Earnings Guidance for the Half Year and Full Year March 31, 2024

H2O Retailing Corporation, Annual General Meeting, Jun 28, 2023

Upcoming dividend of JP¥12.50 per share at 1.8% yield

Investor sentiment improves as stock rises 16%

Third quarter 2023 earnings released: EPS: JP¥68.56 (vs JP¥39.21 in 3Q 2022)

H2O Retailing Corporation Provides Consolidated Earnings Guidance Full Year Ending March 31, 2023

H2O Retailing Corporation to Report Q3, 2023 Results on Feb 06, 2023

Less than half of directors are independent

Second quarter 2023 earnings released: EPS: JP¥17.36 (vs JP¥14.61 in 2Q 2022)

H2O Retailing Corporation (TSE:8242) announces an Equity Buyback for 8,100,000 shares, representing 6.57% for ¥13,000 million.

Upcoming dividend of JP¥12.50 per share

H2O Retailing Corporation to Report Q2, 2023 Results on Nov 02, 2022

First quarter 2023 earnings released: EPS: JP¥5.28 (vs JP¥50.73 in 1Q 2022)

H2O Retailing Corporation Provides Consolidated Earnings Guidance for the Half Year and Full Year Ending March 31, 2023

Full year 2022 earnings released: EPS: JP¥79.84 (vs JP¥200 loss in FY 2021)

H2O Retailing Corporation to Report Q1, 2023 Results on Aug 04, 2022

Full year 2022 earnings released: EPS: JP¥79.84 (vs JP¥200 loss in FY 2021)

H2O Retailing Corporation Announces Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 22, 2022; Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March 31, 2023

H2O Retailing Corporation, Annual General Meeting, Jun 22, 2022

Less than half of directors are independent

H2O Retailing Corporation to Report Fiscal Year 2022 Results on May 12, 2022

Now 21% undervalued

Upcoming dividend of JP¥12.50 per share

Now 20% undervalued

Now 21% undervalued

H2O Retailing Corporation (TSE:8242) announces an Equity Buyback for 550,000 shares, representing 0.44% for ¥500 million.

Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint

H2O Retailing Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022

Second quarter 2022 earnings released: EPS JP¥14.61 (vs JP¥32.27 loss in 2Q 2021)

Upcoming dividend of JP¥12.50 per share

OK Reportedly to Bid for Kansai Super Market, Countering H2O

First quarter 2022 earnings released: EPS JP¥50.73 (vs JP¥49.42 loss in 1Q 2021)

Full year 2021 earnings released: JP¥200 loss per share (vs JP¥106 loss in FY 2020)

Full year 2021 earnings released: JP¥200 loss per share (vs JP¥106 loss in FY 2020)

Upcoming dividend of JP¥12.50 per share

H2O Retailing Corporation to Report Q4, 2021 Results on May 11, 2021

New 90-day high: €6.90

New 90-day high: €6.35

Third quarter 2021 earnings released: EPS JP¥16.12 (vs JP¥8.66 in 3Q 2020)

Revenue beats expectations

New 90-day high: €5.95

H2O Retailing Corporation to Report Q3, 2021 Results on Jan 28, 2021

Second quarter 2021 earnings released: JP¥32.27 loss per share

Revenue beats expectations