Reported Earnings • May 19
Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2026 results: EPS: JP¥12.57. Revenue: JP¥12.6b (up 22% from FY 2025). Net income: JP¥91.0m (up 1.1% from FY 2025). Profit margin: 0.7% (down from 0.9% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Specialty Retail industry in Japan. Announcement • May 14
Koukandekirukun, Inc., Annual General Meeting, Jun 29, 2026 Koukandekirukun, Inc., Annual General Meeting, Jun 29, 2026. Announcement • May 10
Koukandekirukun, Inc. to Report Fiscal Year 2026 Results on May 14, 2026 Koukandekirukun, Inc. announced that they will report fiscal year 2026 results on May 14, 2026 Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥11.78 (vs JP¥18.03 in 3Q 2025) Third quarter 2026 results: EPS: JP¥11.78 (down from JP¥18.03 in 3Q 2025). Revenue: JP¥3.56b (up 23% from 3Q 2025). Net income: JP¥85.0m (down 31% from 3Q 2025). Profit margin: 2.4% (down from 4.2% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Announcement • Dec 27
Koukandekirukun, Inc. to Report Q3, 2026 Results on Feb 13, 2026 Koukandekirukun, Inc. announced that they will report Q3, 2026 results on Feb 13, 2026 Announcement • Nov 21
Koukandekirukun, Inc. announced that it expects to receive ¥239.7 million in funding from CAINZ CORPORATION Koukandekirukun, Inc. announced a private placement of 300,000 common shares at the price of ¥799 per share for gross proceeds of ¥239,700,000 on November 21, 2025. The transaction included participation from new investor CAINZ CORPORATION. The transaction will happen through third party allocation. The issue date for the transaction is December 15, 2025. The transaction has been approved at board of directors’ meeting of the company. Reported Earnings • Aug 15
First quarter 2026 earnings released: JP¥37.02 loss per share (vs JP¥7.92 loss in 1Q 2025) First quarter 2026 results: JP¥37.02 loss per share (further deteriorated from JP¥7.92 loss in 1Q 2025). Revenue: JP¥2.55b (up 16% from 1Q 2025). Net loss: JP¥88.0m (loss widened 389% from 1Q 2025). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 21% per year. Announcement • Jun 25
Koukandekirukun, Inc. (TSE:7695) agreed to acquire IMI,inc. Koukandekirukun, Inc. (TSE:7695) agreed to acquire IMI,inc. on June 24, 2025.
The transaction is expected to complete in late July. Announcement • May 31
Koukandekirukun, Inc. to Report Q1, 2026 Results on Aug 13, 2025 Koukandekirukun, Inc. announced that they will report Q1, 2026 results on Aug 13, 2025 Reported Earnings • May 20
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: JP¥39.22 (down from JP¥101 in FY 2024). Revenue: JP¥10.3b (up 36% from FY 2024). Net income: JP¥90.0m (down 61% from FY 2024). Profit margin: 0.9% (down from 3.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 56%. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 19
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥2,377, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 38% over the past three years. New Risk • May 15
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 Japanese stocks, typically moving 8.1% 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: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (JP¥5.91b market cap, or US$40.5m). Announcement • May 14
Koukandekirukun, Inc., Annual General Meeting, Jun 24, 2025 Koukandekirukun, Inc., Annual General Meeting, Jun 24, 2025. New Risk • Apr 07
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 Japanese stocks, typically moving 6.1% 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: Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥5.27b market cap, or US$36.0m). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥2,249, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total loss to shareholders of 41% over the past three years. Announcement • Mar 29
Koukandekirukun, Inc. to Report Fiscal Year 2025 Results on May 14, 2025 Koukandekirukun, Inc. announced that they will report fiscal year 2025 results on May 14, 2025 Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥54.09 (vs JP¥29.02 in 3Q 2024) Third quarter 2025 results: EPS: JP¥54.09 (up from JP¥29.02 in 3Q 2024). Revenue: JP¥2.90b (up 48% from 3Q 2024). Net income: JP¥123.0m (up 86% from 3Q 2024). Profit margin: 4.2% (up from 3.4% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. New Risk • Jan 18
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 Japanese stocks, typically moving 5.0% 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 Risk High level of non-cash earnings (46% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥7.46b market cap, or US$47.8m). Announcement • Nov 30
Koukandekirukun, Inc. to Report Q3, 2025 Results on Feb 14, 2025 Koukandekirukun, Inc. announced that they will report Q3, 2025 results on Feb 14, 2025 Announcement • Sep 27
Koukandekirukun, Inc. to Report Q2, 2025 Results on Nov 14, 2024 Koukandekirukun, Inc. announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 13
First quarter 2025 earnings released: JP¥7.92 loss per share (vs JP¥27.32 profit in 1Q 2024) First quarter 2025 results: JP¥7.92 loss per share (down from JP¥27.32 profit in 1Q 2024). Revenue: JP¥2.20b (up 35% from 1Q 2024). Net loss: JP¥18.0m (down 129% from profit in 1Q 2024). New Risk • Aug 05
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 Japanese stocks, typically moving 6.1% 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 Risk High level of non-cash earnings (51% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (JP¥4.78b market cap, or US$33.5m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥2,100, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 49% over the past three years. Valuation Update With 7 Day Price Move • Jun 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥2,705, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Specialty Retail industry in Japan. Total loss to shareholders of 43% over the past three years. Announcement • Jun 02
Koukandekirukun, Inc. to Report Q1, 2025 Results on Aug 09, 2024 Koukandekirukun, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 21
Full year 2024 earnings released: EPS: JP¥101 (vs JP¥81.89 in FY 2023) Full year 2024 results: EPS: JP¥101 (up from JP¥81.89 in FY 2023). Revenue: JP¥7.57b (up 25% from FY 2023). Net income: JP¥230.0m (up 24% from FY 2023). Profit margin: 3.0% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Announcement • May 17
Koukandekirukun, Inc., Annual General Meeting, Jun 24, 2024 Koukandekirukun, Inc., Annual General Meeting, Jun 24, 2024. Buy Or Sell Opportunity • May 09
Now 21% undervalued Over the last 90 days, the stock has risen 5.1% to JP¥2,063. The fair value is estimated to be JP¥2,596, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Earnings per share has declined by 18%. Revenue is forecast to grow by 54% in 2 years. Earnings are forecast to grow by 161% in the next 2 years. Announcement • Mar 28
Koukandekirukun, Inc. to Report Fiscal Year 2024 Results on May 15, 2024 Koukandekirukun, Inc. announced that they will report fiscal year 2024 results on May 15, 2024 Reported Earnings • Feb 17
Third quarter 2024 earnings released: EPS: JP¥29.02 (vs JP¥18.12 in 3Q 2023) Third quarter 2024 results: EPS: JP¥29.02 (up from JP¥18.12 in 3Q 2023). Revenue: JP¥1.96b (up 21% from 3Q 2023). Net income: JP¥66.0m (up 61% from 3Q 2023). Profit margin: 3.4% (up from 2.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥2,332, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Specialty Retail industry in Japan. Total loss to shareholders of 23% over the past three years. Announcement • Dec 28
Koukandekirukun, Inc. to Report Q3, 2024 Results on Feb 14, 2024 Koukandekirukun, Inc. announced that they will report Q3, 2024 results on Feb 14, 2024 Reported Earnings • Nov 19
Second quarter 2024 earnings released: JP¥4.84 loss per share (vs JP¥31.01 profit in 2Q 2023) Second quarter 2024 results: JP¥4.84 loss per share (down from JP¥31.01 profit in 2Q 2023). Revenue: JP¥1.69b (up 11% from 2Q 2023). Net loss: JP¥11.0m (down 116% from profit in 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Announcement • Sep 29
Koukandekirukun, Inc. to Report Q2, 2024 Final Results on Nov 14, 2023 Koukandekirukun, Inc. announced that they will report Q2, 2024 final results on Nov 14, 2023 Reported Earnings • Aug 14
First quarter 2024 earnings released: EPS: JP¥27.32 (vs JP¥11.56 in 1Q 2023) First quarter 2024 results: EPS: JP¥27.32 (up from JP¥11.56 in 1Q 2023). Revenue: JP¥1.63b (up 40% from 1Q 2023). Net income: JP¥62.0m (up 139% from 1Q 2023). Profit margin: 3.8% (up from 2.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Japan. Announcement • Jun 28
Koukandekirukun, Inc. to Report Q1, 2024 Results on Aug 10, 2023 Koukandekirukun, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023 Announcement • Jan 20
Koukandekirukun, Inc. to Report Q3, 2023 Results on Feb 14, 2023 Koukandekirukun, Inc. announced that they will report Q3, 2023 results on Feb 14, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. MD & Director Katsutoshi Sakai was the last 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. Announcement • Oct 16
Koukandekirukun, Inc. to Report Q2, 2023 Results on Nov 11, 2022 Koukandekirukun, Inc. announced that they will report Q2, 2023 results on Nov 11, 2022 Announcement • Jul 21
Koukandekirukun, Inc. to Report Q1, 2023 Results on Aug 12, 2022 Koukandekirukun, Inc. announced that they will report Q1, 2023 results on Aug 12, 2022 Announcement • May 18
Koukandekirukun, Inc., Annual General Meeting, Jun 24, 2022 Koukandekirukun, Inc., Annual General Meeting, Jun 24, 2022. Announcement • Apr 17
Koukandekirukun, Inc. to Report Q4, 2022 Results on May 13, 2022 Koukandekirukun, Inc. announced that they will report Q4, 2022 results on May 13, 2022 Buying Opportunity • Jan 17
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 35%. The fair value is estimated to be JP¥3,480, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last year. Earnings per share has declined by 20% over the last year. Valuation Update With 7 Day Price Move • Nov 29
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥3,420, the stock trades at a trailing P/E ratio of 53.8x. Average trailing P/E is 18x in the Online Retail industry in Japan. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS JP¥4.00 (vs JP¥17.03 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥1.26b (up 1.9% from 2Q 2021). Net income: JP¥9.00m (down 76% from 2Q 2021). Profit margin: 0.7% (down from 3.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Oct 05
Investor sentiment deteriorated over the past week After last week's 17% share price decline to JP¥4,190, the stock trades at a trailing P/E ratio of 51.8x. Average trailing P/E is 17x in the Online Retail industry in Japan. Valuation Update With 7 Day Price Move • Sep 01
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥4,485, the stock trades at a trailing P/E ratio of 53.2x. Average trailing P/E is 19x in the Online Retail industry in Japan. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥4,725, the stock trades at a trailing P/E ratio of 48.7x. Average trailing P/E is 20x in the Online Retail industry in Japan. Valuation Update With 7 Day Price Move • May 21
Investor sentiment deteriorated over the past week After last week's 20% share price decline to JP¥5,290, the stock trades at a trailing P/E ratio of 54.5x. Average trailing P/E is 21x in the Online Retail industry in Japan. Reported Earnings • May 19
Full year 2021 earnings released: EPS JP¥97.01 (vs JP¥64.25 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.72b (up 18% from FY 2020). Net income: JP¥205.0m (up 54% from FY 2020). Profit margin: 4.3% (up from 3.3% in FY 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Mar 17
Investor sentiment improved over the past week After last week's 24% share price gain to JP¥4,255, the stock trades at a trailing P/E ratio of 66.2x. Average trailing P/E is 24x in the Online Retail industry in Japan. Announcement • Jan 29
Koukandekirukun, Inc. to Report Q3, 2021 Results on Feb 12, 2021 Koukandekirukun, Inc. announced that they will report Q3, 2021 results on Feb 12, 2021 Announcement • Dec 25
Koukandekirukun, Inc. has completed an IPO in the amount of ¥717.5 million. Koukandekirukun, Inc. has completed an IPO in the amount of ¥717.5 million.
Security Name: Shares
Security Type: Common Stock
Securities Offered: 350,000
Price\Range: ¥2050
Discount Per Security: ¥164