KOSÉ Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

KOSÉ Corporation (TSE:4922) just released its latest quarterly report and things are not looking great. It wasn't a great result overall - while revenue fell marginally short of analyst estimates at JP¥80b, statutory earnings missed forecasts by an incredible 26%, coming in at just JP¥40.14 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Taking into account the latest results, the current consensus from KOSÉ's twelve analysts is for revenues of JP¥343.7b in 2026. This would reflect a credible 5.9% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to shoot up 94% to JP¥254. Yet prior to the latest earnings, the analysts had been anticipated revenues of JP¥345.0b and earnings per share (EPS) of JP¥260 in 2026. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.

See our latest analysis for KOSÉ

The consensus price target held steady at JP¥6,234, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. 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. The most optimistic KOSÉ analyst has a price target of JP¥7,800 per share, while the most pessimistic values it at JP¥5,500. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting KOSÉ's growth to accelerate, with the forecast 4.7% annualised growth to the end of 2026 ranking favourably alongside historical growth of 3.3% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 3.6% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that KOSÉ is expected to grow much faster than its industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for KOSÉ. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at JP¥6,234, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for KOSÉ going out to 2027, and you can see them free on our platform here..

It is also worth noting that we have found 2 warning signs for KOSÉ that you need to take into consideration.

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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.