Upcoming Dividend • May 07
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 14 May 2026. Payment date: 10 August 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.0%). Reported Earnings • Mar 21
Third quarter 2026 earnings released: EPS: JP¥17.34 (vs JP¥16.90 in 3Q 2025) Third quarter 2026 results: EPS: JP¥17.34 (up from JP¥16.90 in 3Q 2025). Revenue: JP¥25.6b (down 1.9% from 3Q 2025). Net income: JP¥239.0m (up 2.1% from 3Q 2025). Profit margin: 0.9% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Declared Dividend • Dec 22
Dividend of JP¥12.00 announced Shareholders will receive a dividend of JP¥12.00. Ex-date: 14th May 2026 Payment date: 10th August 2026 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (4% cash payout ratio). The dividend has increased by an average of 3.2% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 72% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.9% EPS decline seen over the last 5 years. Reported Earnings • Dec 20
Second quarter 2026 earnings released: EPS: JP¥13.00 (vs JP¥26.35 in 2Q 2025) Second quarter 2026 results: EPS: JP¥13.00 (down from JP¥26.35 in 2Q 2025). Revenue: JP¥24.8b (up 1.1% from 2Q 2025). Net income: JP¥179.0m (down 51% from 2Q 2025). Profit margin: 0.7% (down from 1.5% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 20
First quarter 2026 earnings released: EPS: JP¥4.87 (vs JP¥7.51 in 1Q 2025) First quarter 2026 results: EPS: JP¥4.87 (down from JP¥7.51 in 1Q 2025). Revenue: JP¥25.5b (up 1.6% from 1Q 2025). Net income: JP¥67.0m (down 36% from 1Q 2025). Profit margin: 0.3% (down from 0.4% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Board Change • Jul 09
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Independent Outside Director Kazuhiro Yoshii was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jun 24
Full year 2025 earnings released: EPS: JP¥55.47 (vs JP¥34.02 in FY 2024) Full year 2025 results: EPS: JP¥55.47 (up from JP¥34.02 in FY 2024). Revenue: JP¥100.2b (up 4.9% from FY 2024). Net income: JP¥767.0m (up 63% from FY 2024). Profit margin: 0.8% (up from 0.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • May 07
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 14 May 2025. Payment date: 12 August 2025. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.7%). Announcement • Apr 14
Satudora Holdings Co.,Ltd. to Report Fiscal Year 2025 Results on Jun 20, 2025 Satudora Holdings Co.,Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on Jun 20, 2025 Reported Earnings • Mar 25
Third quarter 2025 earnings released: EPS: JP¥16.90 (vs JP¥10.64 in 3Q 2024) Third quarter 2025 results: EPS: JP¥16.90 (up from JP¥10.64 in 3Q 2024). Revenue: JP¥26.0b (up 7.1% from 3Q 2024). Net income: JP¥234.0m (up 59% from 3Q 2024). Profit margin: 0.9% (up from 0.6% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Feb 04
Satudora Holdings Co.,Ltd. to Report Q3, 2025 Results on Mar 21, 2025 Satudora Holdings Co.,Ltd. announced that they will report Q3, 2025 results on Mar 21, 2025 Announcement • Feb 01
Satudora Holdings Co.,Ltd. (TSE:3544) announces an Equity Buyback for 110,000 shares, representing 0.79% for ¥87.01 million. Satudora Holdings Co.,Ltd. (TSE:3544) announces a share repurchase program. Under the program, the company will repurchase up to 110,000 shares, representing 0.79% of its issued share capital (excluding treasury stock), for a total purchase price of ¥87.01 million. The shares will be repurchased at a price of ¥791 per share. The purpose of the program is to carry out a flexible capital policy in response to changes in the business environment. As of November 15, 2024, the company has 13,859,655 issued shares (excluding treasury stock) and 376,909 treasury shares. Declared Dividend • Dec 23
Dividend of JP¥10.00 announced Dividend of JP¥10.00 is the same as last year. Ex-date: 14th May 2025 Payment date: 12th August 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 8 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. Reported Earnings • Dec 23
Second quarter 2025 earnings released: EPS: JP¥26.35 (vs JP¥17.02 in 2Q 2024) Second quarter 2025 results: EPS: JP¥26.35 (up from JP¥17.02 in 2Q 2024). Revenue: JP¥24.6b (up 3.1% from 2Q 2024). Net income: JP¥365.0m (up 55% from 2Q 2024). Profit margin: 1.5% (up from 1.0% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 11% per year. Announcement • Nov 27
Satudora Holdings Co.,Ltd. to Report Q2, 2025 Results on Dec 20, 2024 Satudora Holdings Co.,Ltd. announced that they will report Q2, 2025 results on Dec 20, 2024 Board Change • Nov 19
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Akihiko Yamamoto was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Sep 22
First quarter 2025 earnings released: EPS: JP¥7.51 (vs JP¥6.74 in 1Q 2024) First quarter 2025 results: EPS: JP¥7.51 (up from JP¥6.74 in 1Q 2024). Revenue: JP¥25.1b (up 4.6% from 1Q 2024). Net income: JP¥104.0m (up 12% from 1Q 2024). Profit margin: 0.4% (in line with 1Q 2024). 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 2% per year, which means it is well ahead of earnings. Announcement • Jul 30
Satudora Holdings Co.,Ltd. to Report Q1, 2025 Results on Sep 20, 2024 Satudora Holdings Co.,Ltd. announced that they will report Q1, 2025 results on Sep 20, 2024 Buy Or Sell Opportunity • Jul 01
Now 80% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.7% to JP¥829. The fair value is estimated to be JP¥4,099, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has declined by 24%. Announcement • Jun 21
Satudora Holdings Co.,Ltd., Annual General Meeting, Aug 08, 2024 Satudora Holdings Co.,Ltd., Annual General Meeting, Aug 08, 2024. Reported Earnings • Jun 21
Full year 2024 earnings released: EPS: JP¥34.02 (vs JP¥6.30 in FY 2023) Full year 2024 results: EPS: JP¥34.02 (up from JP¥6.30 in FY 2023). Revenue: JP¥95.5b (up 9.2% from FY 2023). Net income: JP¥470.0m (up 440% from FY 2023). Profit margin: 0.5% (up from 0.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Jun 19
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 4.9% to JP¥927. The fair value is estimated to be JP¥757, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 39%. Upcoming Dividend • May 07
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 14 May 2024. Payment date: 13 August 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.6%). Announcement • May 01
Satudora Holdings Co.,Ltd. to Report Fiscal Year 2024 Results on Jun 20, 2024 Satudora Holdings Co.,Ltd. announced that they will report fiscal year 2024 results on Jun 20, 2024 Buy Or Sell Opportunity • Mar 29
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to JP¥896. The fair value is estimated to be JP¥745, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has declined by 39%. Reported Earnings • Mar 21
Third quarter 2024 earnings released: EPS: JP¥10.64 (vs JP¥1.52 loss in 3Q 2023) Third quarter 2024 results: EPS: JP¥10.64 (up from JP¥1.52 loss in 3Q 2023). Revenue: JP¥24.3b (up 7.5% from 3Q 2023). Net income: JP¥147.0m (up JP¥168.0m from 3Q 2023). Profit margin: 0.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Mar 19
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥975, the stock trades at a trailing P/E ratio of 70.5x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 43% over the past three years. Announcement • Jan 28
Satudora Holdings Co.,Ltd. to Report Q3, 2024 Results on Mar 19, 2024 Satudora Holdings Co.,Ltd. announced that they will report Q3, 2024 results on Mar 19, 2024 Board Change • Dec 22
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Akihiko Yamamoto was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Dec 22
Second quarter 2024 earnings released: EPS: JP¥17.02 (vs JP¥14.06 in 2Q 2023) Second quarter 2024 results: EPS: JP¥17.02 (up from JP¥14.06 in 2Q 2023). Revenue: JP¥23.8b (up 11% from 2Q 2023). Net income: JP¥235.0m (up 21% from 2Q 2023). Profit margin: 1.0% (up from 0.9% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Announcement • Oct 29
Satudora Holdings Co.,Ltd. to Report Q2, 2024 Results on Dec 20, 2023 Satudora Holdings Co.,Ltd. announced that they will report Q2, 2024 results on Dec 20, 2023 Reported Earnings • Sep 23
First quarter 2024 earnings released: EPS: JP¥6.74 (vs JP¥2.18 in 1Q 2023) First quarter 2024 results: EPS: JP¥6.74 (up from JP¥2.18 in 1Q 2023). Revenue: JP¥24.0b (up 12% from 1Q 2023). Net income: JP¥93.0m (up 210% from 1Q 2023). Profit margin: 0.4% (up from 0.1% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Announcement • Sep 21
Satudora Holdings Co.,Ltd. Provides Dividend Guidance for the Full Year Ending May 15, 2024 Satudora Holdings Co.,Ltd. provides dividend guidance for the full year ending May 15, 2024. The company expects to pay JPY 10.00 against JPY 10.00 reported a year ago. Announcement • Aug 03
Satudora Holdings Co.,Ltd. to Report Q1, 2024 Results on Sep 20, 2023 Satudora Holdings Co.,Ltd. announced that they will report Q1, 2024 results on Sep 20, 2023 Announcement • Jun 23
Satudora Holdings Co.,Ltd., Annual General Meeting, Aug 09, 2023 Satudora Holdings Co.,Ltd., Annual General Meeting, Aug 09, 2023. Reported Earnings • Jun 22
Full year 2023 earnings released: EPS: JP¥6.30 (vs JP¥22.92 in FY 2022) Full year 2023 results: EPS: JP¥6.30 (down from JP¥22.92 in FY 2022). Revenue: JP¥87.5b (up 5.5% from FY 2022). Net income: JP¥87.0m (down 73% from FY 2022). Profit margin: 0.1% (down from 0.4% in FY 2022). 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 8% per year, which means it is well ahead of earnings. Announcement • May 10
Satudora Holdings Co.,Ltd. to Report Fiscal Year 2023 Results on Jun 21, 2023 Satudora Holdings Co.,Ltd. announced that they will report fiscal year 2023 results on Jun 21, 2023 Upcoming Dividend • May 06
Upcoming dividend of JP¥10.00 per share at 1.2% yield Eligible shareholders must have bought the stock before 12 May 2023. Payment date: 14 August 2023. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.6%). Reported Earnings • Mar 18
Third quarter 2023 earnings released: JP¥1.52 loss per share (vs JP¥6.53 profit in 3Q 2022) Third quarter 2023 results: JP¥1.52 loss per share (down from JP¥6.53 profit in 3Q 2022). Revenue: JP¥22.6b (up 9.4% from 3Q 2022). Net loss: JP¥21.0m (down 123% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 12% per year. Announcement • Jan 29
Satudora Holdings Co.,Ltd. to Report Q3, 2023 Results on Mar 17, 2023 Satudora Holdings Co.,Ltd. announced that they will report Q3, 2023 results on Mar 17, 2023 Reported Earnings • Dec 18
Second quarter 2023 earnings released: EPS: JP¥14.06 (vs JP¥10.30 in 2Q 2022) Second quarter 2023 results: EPS: JP¥14.06 (up from JP¥10.30 in 2Q 2022). Revenue: JP¥21.5b (up 4.5% from 2Q 2022). Net income: JP¥194.0m (up 37% from 2Q 2022). Profit margin: 0.9% (up from 0.7% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. 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. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Oct 30
Satudora Holdings Co.,Ltd. to Report Q2, 2023 Results on Dec 16, 2022 Satudora Holdings Co.,Ltd. announced that they will report Q2, 2023 results on Dec 16, 2022 Reported Earnings • Sep 18
First quarter 2023 earnings released: EPS: JP¥2.18 (vs JP¥2.54 in 1Q 2022) First quarter 2023 results: EPS: JP¥2.18 (down from JP¥2.54 in 1Q 2022). Revenue: JP¥21.5b (flat on 1Q 2022). Net income: JP¥30.0m (down 14% from 1Q 2022). Profit margin: 0.1% (down from 0.2% in 1Q 2022). 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 5% per year, which means it is significantly lagging earnings growth. Announcement • Aug 06
Satudora Holdings Co.,Ltd. to Report Q1, 2023 Results on Sep 16, 2022 Satudora Holdings Co.,Ltd. announced that they will report Q1, 2023 results on Sep 16, 2022 Announcement • Aug 03
Satudora Holdings Co.,Ltd. (TSE:3544) acquired Next Innovation Inc. Satudora Holdings Co.,Ltd. (TSE:3544) acquired Next Innovation Inc. on August 1, 2022.
Satudora Holdings Co.,Ltd. (TSE:3544) completed the acquisition of Next Innovation Inc. on August 1, 2022. Reported Earnings • Jun 24
Full year 2022 earnings released: EPS: JP¥22.92 (vs JP¥41.64 in FY 2021) Full year 2022 results: EPS: JP¥22.92 (down from JP¥41.64 in FY 2021). Revenue: JP¥82.9b (flat on FY 2021). Net income: JP¥316.0m (down 45% from FY 2021). Profit margin: 0.4% (down from 0.7% in FY 2021). Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • Jun 22
Satudora Holdings Co.,Ltd., Annual General Meeting, Aug 10, 2022 Satudora Holdings Co.,Ltd., Annual General Meeting, Aug 10, 2022. Upcoming Dividend • May 05
Upcoming dividend of JP¥9.34 per share Eligible shareholders must have bought the stock before 12 May 2022. Payment date: 12 August 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.7%). Announcement • May 02
Satudora Holdings Co.,Ltd. to Report Fiscal Year 2022 Results on Jun 22, 2022 Satudora Holdings Co.,Ltd. announced that they will report fiscal year 2022 results on Jun 22, 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. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Feb 03
Satudora Holdings Co.,Ltd. to Report Q3, 2022 Results on Mar 18, 2022 Satudora Holdings Co.,Ltd. announced that they will report Q3, 2022 results on Mar 18, 2022 Announcement • Dec 19
Satudora Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 15, 2022 Satudora Holdings Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending May 15, 2022. For the year, the company expects net sales of JPY 85,000 million, operating profit of JPY 700 million, profit attributable to owners of parent of JPY 200 million and net income per share of JPY 14.50. Reported Earnings • Dec 19
Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations Second quarter 2022 results: EPS: JP¥10.30 (down from JP¥29.09 in 2Q 2021). Revenue: JP¥20.5b (down 1.5% from 2Q 2021). Net income: JP¥142.0m (down 65% from 2Q 2021). Profit margin: 0.7% (down from 1.9% in 2Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 24
Full year 2021 earnings released: EPS JP¥125 (vs JP¥25.03 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥83.2b (down 6.8% from FY 2020). Net income: JP¥574.0m (up 399% from FY 2020). Profit margin: 0.7% (up from 0.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Jun 23
Satudora Holdings Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending May 15, 2022 Satudora Holdings Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending May 15, 2022. For the period, the company expects net sales of JPY 85,000 million, operating profit of JPY 700 million, profit attributable to owners of parent of JPY 200 million and net income per share of JPY 43.53. Upcoming Dividend • May 06
Upcoming dividend of JP¥28.00 per share Eligible shareholders must have bought the stock before 13 May 2021. Payment date: 13 August 2021. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (2.9%). Lower than average of industry peers (1.5%). Reported Earnings • Mar 22
Third quarter 2021 earnings released: EPS JP¥13.49 (vs JP¥39.61 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥20.8b (down 8.4% from 3Q 2020). Net income: JP¥62.0m (down 66% from 3Q 2020). Profit margin: 0.3% (down from 0.8% in 3Q 2020). 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 2% per year, which means it is significantly lagging earnings growth. Announcement • Mar 05
Satudora Holdings Co.,Ltd. to Report Q3, 2021 Results on Mar 19, 2021 Satudora Holdings Co.,Ltd. announced that they will report Q3, 2021 results on Mar 19, 2021 Is New 90 Day High Low • Mar 02
New 90-day high: JP¥2,077 The company is up 3.0% from its price of JP¥2,020 on 02 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is up 2.0% over the same period. Reported Earnings • Dec 19
Second quarter 2021 earnings released: EPS JP¥87.28 The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥20.8b (down 6.7% from 2Q 2020). Net income: JP¥401.0m (up JP¥503.0m from 2Q 2020). Profit margin: 1.9% (up from net loss in 2Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Sep 12
Satudora Holdings Co.,Ltd. to Report Q1, 2021 Results on Sep 18, 2020 Satudora Holdings Co.,Ltd. announced that they will report Q1, 2021 results on Sep 18, 2020 
