Analysts Have Made A Financial Statement On MatsukiyoCocokara & Co.'s (TSE:3088) Third-Quarter Report

MatsukiyoCocokara & Co. (TSE:3088) last week reported its latest third-quarter results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. It was a credible result overall, with revenues of JP¥276b and statutory earnings per share of JP¥40.13 both in line with analyst estimates, showing that MatsukiyoCocokara is executing in line with expectations. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

Check out our latest analysis for MatsukiyoCocokara

Taking into account the latest results, the current consensus from MatsukiyoCocokara's 13 analysts is for revenues of JP¥1.10t in 2026. This would reflect a satisfactory 4.3% increase on its revenue over the past 12 months. Per-share earnings are expected to increase 8.0% to JP¥137. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥1.10t and earnings per share (EPS) of JP¥137 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥2,731. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on MatsukiyoCocokara, with the most bullish analyst valuing it at JP¥3,400 and the most bearish at JP¥2,350 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that MatsukiyoCocokara's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 3.4% growth on an annualised basis. This is compared to a historical growth rate of 16% over the past five years. Compare this to the 117 other companies in this industry with analyst coverage, which are forecast to grow their revenue at 3.8% per year. So it's pretty clear that, while MatsukiyoCocokara's revenue growth is expected to slow, it's expected to grow roughly in line with the industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at JP¥2,731, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for MatsukiyoCocokara going out to 2027, and you can see them free on our platform here.

Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.