Reported Earnings • Jun 03
Full year 2026 earnings released: EPS: JP¥38.47 (vs JP¥78.12 in FY 2025) Full year 2026 results: EPS: JP¥38.47 (down from JP¥78.12 in FY 2025). Revenue: JP¥57.5b (down 1.1% from FY 2025). Net income: JP¥918.0m (down 51% from FY 2025). Profit margin: 1.6% (down from 3.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. New Risk • Apr 27
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.8b (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Profit margins are more than 30% lower than last year (1.6% net profit margin). Market cap is less than US$100m (JP¥15.8b market cap, or US$99.3m). New Risk • Apr 17
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.6% Last year net profit margin: 3.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.6% net profit margin). Reported Earnings • Apr 17
Full year 2026 earnings released: EPS: JP¥38.47 (vs JP¥78.12 in FY 2025) Full year 2026 results: EPS: JP¥38.47 (down from JP¥78.12 in FY 2025). Revenue: JP¥57.5b (down 1.1% from FY 2025). Net income: JP¥918.0m (down 51% from FY 2025). Profit margin: 1.6% (down from 3.2% in FY 2025). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥750, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 16x in the Food industry in Japan. Total loss to shareholders of 5.4% over the past three years. Announcement • Apr 16
Yoshimura Food Holdings K.K., Annual General Meeting, May 27, 2026 Yoshimura Food Holdings K.K., Annual General Meeting, May 27, 2026. Announcement • Apr 07
Yoshimura Food Holdings K.K. to Report Fiscal Year 2026 Results on Apr 15, 2026 Yoshimura Food Holdings K.K. announced that they will report fiscal year 2026 results on Apr 15, 2026 Valuation Update With 7 Day Price Move • Jan 21
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥854, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 17x in the Food industry in Japan. Total returns to shareholders of 3.9% over the past three years. Reported Earnings • Jan 15
Third quarter 2026 earnings released: EPS: JP¥20.52 (vs JP¥17.31 in 3Q 2025) Third quarter 2026 results: EPS: JP¥20.52 (up from JP¥17.31 in 3Q 2025). Revenue: JP¥14.7b (flat on 3Q 2025). Net income: JP¥490.0m (up 19% from 3Q 2025). Profit margin: 3.3% (up from 2.8% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Jan 14
Yoshimura Food Holdings K.K. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026 Yoshimura Food Holdings K.K. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects net sales to be JPY 56,400 million. Operating profit to be JPY 2,800 million. Profit attributable to owners of parent to be JPY 1,600 million. Basic earnings per share to be JPY 67.05. Announcement • Nov 27
Yoshimura Food Holdings K.K. to Report Q3, 2026 Results on Jan 14, 2026 Yoshimura Food Holdings K.K. announced that they will report Q3, 2026 results on Jan 14, 2026 New Risk • Nov 19
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.2b (US$97.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥15.2b market cap, or US$97.6m). Valuation Update With 7 Day Price Move • Oct 22
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to JP¥662, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 16x in the Food industry in Japan. Total returns to shareholders of 42% over the past three years. New Risk • Oct 17
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Large one-off items impacting financial results. Reported Earnings • Oct 16
Second quarter 2026 earnings released: JP¥2.70 loss per share (vs JP¥9.03 profit in 2Q 2025) Second quarter 2026 results: JP¥2.70 loss per share (down from JP¥9.03 profit in 2Q 2025). Revenue: JP¥13.2b (down 6.9% from 2Q 2025). Net loss: JP¥64.6m (down 130% from profit in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Announcement • Jul 31
Yoshimura Food Holdings K.K. to Report Q2, 2026 Results on Oct 15, 2025 Yoshimura Food Holdings K.K. announced that they will report Q2, 2026 results on Oct 15, 2025 Reported Earnings • Jul 17
First quarter 2026 earnings released: EPS: JP¥24.92 (vs JP¥26.08 in 1Q 2025) First quarter 2026 results: EPS: JP¥24.92 (down from JP¥26.08 in 1Q 2025). Revenue: JP¥14.6b (flat on 1Q 2025). Net income: JP¥592.9m (down 4.2% from 1Q 2025). Profit margin: 4.1% (down from 4.2% in 1Q 2025). Revenue is forecast to grow 7.7% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Food industry in Japan. 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 23% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥871, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Food industry in Japan. Total returns to shareholders of 85% over the past three years. Reported Earnings • Jun 04
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: JP¥78.12 (up from JP¥43.40 in FY 2024). Revenue: JP¥58.1b (up 17% from FY 2024). Net income: JP¥1.86b (up 81% from FY 2024). Profit margin: 3.2% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Food industry in Japan. 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 21% per year, which means it is significantly lagging earnings growth. Announcement • May 08
Yoshimura Food Holdings K.K. to Report Q1, 2026 Results on Jul 15, 2025 Yoshimura Food Holdings K.K. announced that they will report Q1, 2026 results on Jul 15, 2025 Announcement • Apr 16
Yoshimura Food Holdings K.K. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2026 Yoshimura Food Holdings K.K. provided consolidated earnings guidance for the fiscal year ending February 28, 2026. For the year, the company expects net sales to be ¥60,700 million to JPY 63,70 million, operating profit to be ¥3,000 million to ¥4,000 million, profit attributable to owners of parent to be ¥1,120 million to JPY 1,580 million and basic earnings per share to be ¥46.99 to ¥66.29. Reported Earnings • Apr 15
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: JP¥78.12 (up from JP¥43.40 in FY 2024). Revenue: JP¥58.5b (up 18% from FY 2024). Net income: JP¥1.86b (up 81% from FY 2024). Profit margin: 3.2% (up from 2.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 6.9%. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Food industry in Japan. 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 18% per year, which means it is significantly lagging earnings growth. Announcement • Apr 14
Yoshimura Food Holdings K.K., Annual General Meeting, May 29, 2025 Yoshimura Food Holdings K.K., Annual General Meeting, May 29, 2025. New Risk • Apr 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk High level of debt (125% net debt to equity). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥776, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Food industry in Japan. Total returns to shareholders of 37% over the past three years. Announcement • Jan 29
Yoshimura Food Holdings K.K. to Report Fiscal Year 2025 Results on Apr 14, 2025 Yoshimura Food Holdings K.K. announced that they will report fiscal year 2025 results on Apr 14, 2025 Reported Earnings • Jan 15
Third quarter 2025 earnings released: EPS: JP¥17.30 (vs JP¥10.18 loss in 3Q 2024) Third quarter 2025 results: EPS: JP¥17.30 (up from JP¥10.18 loss in 3Q 2024). Revenue: JP¥14.6b (up 26% from 3Q 2024). Net income: JP¥412.0m (up JP¥653.0m from 3Q 2024). Profit margin: 2.8% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Food industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 31% per year. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥1,089, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Food industry in Japan. Total returns to shareholders of 125% over the past three years. Announcement • Nov 02
Yoshimura Food Holdings K.K. to Report Q3, 2025 Results on Jan 14, 2025 Yoshimura Food Holdings K.K. announced that they will report Q3, 2025 results on Jan 14, 2025 Reported Earnings • Oct 18
Second quarter 2025 earnings released: EPS: JP¥9.03 (vs JP¥18.47 in 2Q 2024) Second quarter 2025 results: EPS: JP¥9.03 (down from JP¥18.47 in 2Q 2024). Revenue: JP¥14.1b (up 23% from 2Q 2024). Net income: JP¥215.0m (down 51% from 2Q 2024). Profit margin: 1.5% (down from 3.8% in 2Q 2024). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Food industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 27% per year. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥1,298, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Food industry in Japan. Total returns to shareholders of 71% over the past three years. Announcement • Jul 30
Yoshimura Food Holdings K.K. to Report Q2, 2025 Results on Oct 15, 2024 Yoshimura Food Holdings K.K. announced that they will report Q2, 2025 results on Oct 15, 2024 Valuation Update With 7 Day Price Move • Jul 23
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥1,433, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 17x in the Food industry in Japan. Total returns to shareholders of 77% over the past three years. Reported Earnings • Jul 16
First quarter 2025 earnings released: EPS: JP¥26.08 (vs JP¥16.55 in 1Q 2024) First quarter 2025 results: EPS: JP¥26.08 (up from JP¥16.55 in 1Q 2024). Revenue: JP¥14.6b (up 26% from 1Q 2024). Net income: JP¥619.0m (up 57% from 1Q 2024). Profit margin: 4.2% (up from 3.4% in 1Q 2024). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Food industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 12
Yoshimura Food Holdings K.K. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 29, 2024 Yoshimura Food Holdings K.K. provided consolidated earnings guidance for the fiscal year ending February 29, 2024. For the year, the company expects net sales to be JPY 58,215 million, operating profit to be JPY 2,744 million, profit attributable to owners of parent to be JPY 1,113 million and basic earnings per share to be JPY 47.02. New Risk • Jun 12
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Large one-off items impacting financial results. Reported Earnings • Jun 06
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥43.40 (up from JP¥25.76 in FY 2023). Revenue: JP¥49.8b (up 43% from FY 2023). Net income: JP¥1.03b (up 68% from FY 2023). Profit margin: 2.1% (up from 1.8% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Food industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 03
Yoshimura Food Holdings K.K. to Report Q1, 2025 Results on Jul 12, 2024 Yoshimura Food Holdings K.K. announced that they will report Q1, 2025 results on Jul 12, 2024 Valuation Update With 7 Day Price Move • Apr 22
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥1,477, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Food industry in Japan. Total returns to shareholders of 71% over the past three years. Announcement • Apr 16
Yoshimura Food Holdings K.K., Annual General Meeting, May 30, 2024 Yoshimura Food Holdings K.K., Annual General Meeting, May 30, 2024. Reported Earnings • Apr 16
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥43.40 (up from JP¥25.76 in FY 2023). Revenue: JP¥49.8b (up 43% from FY 2023). Net income: JP¥1.03b (up 68% from FY 2023). Profit margin: 2.1% (up from 1.8% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Food industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year. Buy Or Sell Opportunity • Apr 16
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 42% to JP¥1,402. The fair value is estimated to be JP¥1,134, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 30% in the next 2 years. Buy Or Sell Opportunity • Mar 29
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 34% to JP¥1,398. The fair value is estimated to be JP¥1,099, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 144% in the next 2 years. Buy Or Sell Opportunity • Mar 12
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to JP¥1,289. The fair value is estimated to be JP¥1,070, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 144% in the next 2 years. Buy Or Sell Opportunity • Feb 16
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 9.2% to JP¥1,217. The fair value is estimated to be JP¥1,012, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 144% in the next 2 years. Announcement • Feb 02
Yoshimura Food Holdings K.K. to Report Fiscal Year 2024 Results on Apr 15, 2024 Yoshimura Food Holdings K.K. announced that they will report fiscal year 2024 results on Apr 15, 2024 Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥1,192, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Food industry in Japan. Total returns to shareholders of 27% over the past three years. Buy Or Sell Opportunity • Jan 31
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 9.9% to JP¥1,148. The fair value is estimated to be JP¥925, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 144% in the next 2 years. Announcement • Jan 16
Yoshimura Food Holdings K.K. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 29, 2024 Yoshimura Food Holdings K.K. provided consolidated earnings guidance for the fiscal year ending February 29, 2024. For the period, the company expects net sales to be JPY 46,679 million, operating profit to be JPY 1,574 million, profit attributable to owners of parent to be JPY 749 million and basic earnings per share to be JPY 31.48. Announcement • Nov 17
Yoshimura Food Holdings K.K. to Report Q3, 2024 Results on Jan 15, 2024 Yoshimura Food Holdings K.K. announced that they will report Q3, 2024 results on Jan 15, 2024 Valuation Update With 7 Day Price Move • Oct 23
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥937, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Food industry in Japan. Total returns to shareholders of 12% over the past three years. Reported Earnings • Oct 15
Second quarter 2024 earnings released: EPS: JP¥18.47 (vs JP¥4.87 in 2Q 2023) Second quarter 2024 results: EPS: JP¥18.47 (up from JP¥4.87 in 2Q 2023). Revenue: JP¥11.5b (up 38% from 2Q 2023). Net income: JP¥437.0m (up 277% from 2Q 2023). Profit margin: 3.8% (up from 1.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Food industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Aug 31
Yoshimura Food Holdings K.K. to Report Q2, 2024 Results on Oct 13, 2023 Yoshimura Food Holdings K.K. announced that they will report Q2, 2024 results on Oct 13, 2023 Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to JP¥1,117, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the Food industry in Japan. Total returns to shareholders of 22% over the past three years. Reported Earnings • Jul 16
First quarter 2024 earnings released: EPS: JP¥16.55 (vs JP¥12.19 in 1Q 2023) First quarter 2024 results: EPS: JP¥16.55 (up from JP¥12.19 in 1Q 2023). Revenue: JP¥11.6b (up 44% from 1Q 2023). Net income: JP¥393.0m (up 36% from 1Q 2023). Profit margin: 3.4% (down from 3.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Food industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 03
Full year 2023 earnings released: EPS: JP¥25.76 (vs JP¥21.02 in FY 2022) Full year 2023 results: EPS: JP¥25.76 (up from JP¥21.02 in FY 2022). Revenue: JP¥34.9b (up 19% from FY 2022). Net income: JP¥613.0m (up 23% from FY 2022). Profit margin: 1.8% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Announcement • May 12
Yoshimura Food Holdings K.K. to Report Q1, 2024 Results on Jul 14, 2023 Yoshimura Food Holdings K.K. announced that they will report Q1, 2024 results on Jul 14, 2023 Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥791, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 18x in the Food industry in Japan. Total loss to shareholders of 12% over the past three years. Reported Earnings • Apr 16
Full year 2023 earnings released: EPS: JP¥25.76 (vs JP¥21.02 in FY 2022) Full year 2023 results: EPS: JP¥25.76 (up from JP¥21.02 in FY 2022). Revenue: JP¥34.9b (up 19% from FY 2022). Net income: JP¥613.0m (up 23% from FY 2022). Profit margin: 1.8% (in line with FY 2022). 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 6% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improved over the past week After last week's 23% share price gain to JP¥785, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 17x in the Food industry in Japan. Total loss to shareholders of 25% over the past three years. Reported Earnings • Jan 14
Third quarter 2023 earnings released: EPS: JP¥9.74 (vs JP¥3.32 in 3Q 2022) Third quarter 2023 results: EPS: JP¥9.74 (up from JP¥3.32 in 3Q 2022). Revenue: JP¥9.18b (up 31% from 3Q 2022). Net income: JP¥232.0m (up 194% from 3Q 2022). Profit margin: 2.5% (up from 1.1% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Dec 29
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥668, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 19x in the Food industry in Japan. Total loss to shareholders of 44% over the past three years. Announcement • Dec 28
Yoshimura Food Holdings K.K. (TSE:2884) agreed to acquire a 70% stake in Marukichi Ltd. Yoshimura Food Holdings K.K. (TSE:2884) agreed to acquire a 70% stake in Marukichi Ltd on December 27, 2022. 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. 8 experienced directors. No highly experienced directors. No independent directors (5 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 • Nov 02
Yoshimura Food Holdings K.K. to Report Q3, 2023 Results on Jan 03, 2023 Yoshimura Food Holdings K.K. announced that they will report Q3, 2023 results on Jan 03, 2023 Reported Earnings • Oct 17
Second quarter 2023 earnings released: EPS: JP¥4.87 (vs JP¥3.53 in 2Q 2022) Second quarter 2023 results: EPS: JP¥4.87 (up from JP¥3.53 in 2Q 2022). Revenue: JP¥8.33b (up 16% from 2Q 2022). Net income: JP¥116.0m (up 38% from 2Q 2022). Profit margin: 1.4% (up from 1.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Announcement • Sep 29
Yoshimura Food Holdings K.K. (TSE:2884) agreed to acquire Hosokawa Shokuhin, K.K. and Hosokawa Foods Ltd. from Taiji Hosokawa and two others for ¥1.1 billion. Yoshimura Food Holdings K.K. (TSE:2884) agreed to acquire Hosokawa Shokuhin, K.K. and Hosokawa Foods Ltd. from Taiji Hosokawa and two others for ¥1.1 billion on September 28, 2022. Transaction is expected to be closed on September 28, 2022. Announcement • Aug 28
Yoshimura Food Holdings K.K. to Report Q2, 2023 Results on Oct 14, 2022 Yoshimura Food Holdings K.K. announced that they will report Q2, 2023 results on Oct 14, 2022 Reported Earnings • Jul 17
First quarter 2023 earnings released: EPS: JP¥12.19 (vs JP¥10.68 in 1Q 2022) First quarter 2023 results: EPS: JP¥12.19 (up from JP¥10.68 in 1Q 2022). Revenue: JP¥8.02b (up 5.2% from 1Q 2022). Net income: JP¥290.0m (up 14% from 1Q 2022). Profit margin: 3.6% (up from 3.3% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 02
Full year 2022 earnings released: EPS: JP¥21.02 (vs JP¥18.55 in FY 2021) Full year 2022 results: EPS: JP¥21.02 (up from JP¥18.55 in FY 2021). Revenue: JP¥29.3b (flat on FY 2021). Net income: JP¥500.0m (up 20% from FY 2021). Profit margin: 1.7% (up from 1.4% in FY 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Announcement • Apr 28
Yoshimura Food Holdings K.K. (TSE:2884) signed agreement to acquire K.K Odakishouten from Yasuhiko Odaki and two other individuals. Yoshimura Food Holdings K.K. (TSE:2884) signed agreement to acquire K.K Odakishouten from Yasuhiko Odaki and two other individuals on April 27, 2022. As per the transaction, Yoshimura Food Holdings K.K. will acquire 0.02 million shares representing 100% stake of K.K Odakishouten. Post completion, K.K Odakishouten will become wholly owned subsidiary of Yoshimura Food Holdings K.K. The Board of Directors of Yoshimura Food Holdings K.K. has passed the resolution for the transaction. Completion is planned on June 1, 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. 8 experienced directors. No highly experienced directors. No independent directors (5 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 • Apr 16
Yoshimura Food Holdings K.K., Annual General Meeting, May 27, 2022 Yoshimura Food Holdings K.K., Annual General Meeting, May 27, 2022. Reported Earnings • Apr 15
Full year 2022 earnings released: EPS: JP¥17.03 (vs JP¥14.37 in FY 2021) Full year 2022 results: EPS: JP¥17.03 (up from JP¥14.37 in FY 2021). Revenue: JP¥29.3b (flat on FY 2021). Net income: JP¥405.0m (up 25% from FY 2021). Profit margin: 1.4% (up from 1.1% in FY 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Announcement • Feb 02
Yoshimura Food Holdings K.K. to Report Fiscal Year 2022 Results on Apr 14, 2022 Yoshimura Food Holdings K.K. announced that they will report fiscal year 2022 results on Apr 14, 2022 Reported Earnings • Jan 16
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥2.31 (down from JP¥4.97 in 3Q 2021). Revenue: JP¥7.03b (down 4.1% from 3Q 2021). Net income: JP¥55.0m (down 51% from 3Q 2021). Profit margin: 0.8% (down from 1.5% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Dec 23
Yoshimura Food Holdings K.K. (TSE:2884) along with Hirochika Sakumoto agreed to acquire Etoya Co., Ltd. for approximately ¥710 million. Yoshimura Food Holdings K.K. (TSE:2884) along with Hirochika Sakumoto agreed to acquire Etoya Co., Ltd. for approximately ¥710 million on December 21, 2021. Yoshimura Food will acquire 500 shares Etoya reported net assets as approximately ¥260 million, total assets as approximately ¥480 million, sales as approximately ¥680 million and net income as ¥53 million for the period end on August 2021. The transaction is expected to close on January 17, 2022. Reported Earnings • Oct 17
Second quarter 2022 earnings released: EPS JP¥2.44 (vs JP¥4.19 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¥7.16b (up 1.5% from 2Q 2021). Net income: JP¥58.0m (down 38% from 2Q 2021). Profit margin: 0.8% (down from 1.3% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 02
Full year 2021 earnings released: EPS JP¥14.37 (vs JP¥8.01 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¥29.3b (down 2.0% from FY 2020). Net income: JP¥323.0m (up 83% from FY 2020). Profit margin: 1.1% (up from 0.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 17
Full year 2021 earnings released: EPS JP¥14.37 (vs JP¥8.01 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¥29.3b (down 2.0% from FY 2020). Net income: JP¥323.0m (up 83% from FY 2020). Profit margin: 1.1% (up from 0.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.