Upcoming Dividend • Jun 22
Upcoming dividend of JP¥5.50 per share Eligible shareholders must have bought the stock before 29 June 2026. Payment date: 29 September 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.5%). Announcement • Jun 13
Pan Pacific International Holdings Corporation to Report Fiscal Year 2026 Results on Aug 18, 2026 Pan Pacific International Holdings Corporation announced that they will report fiscal year 2026 results on Aug 18, 2026 Live News • Jun 12
Pan Pacific International Sees May Sales Growth and Plans More Don Quijote Store Openings Pan Pacific International reported broad-based sales and customer traffic growth in May across all product categories.
Seasonal goods, outing-related items and next-generation game consoles saw particularly strong demand during the month.
The company plans further expansion of its Don Quijote discount store network with new openings scheduled in June.
Broad-based May sales and traffic growth, coupled with strength in seasonal and outing-related products, indicates healthy consumer engagement across Pan Pacific International’s core retail formats.
Planned Don Quijote store openings reflect management’s continued focus on scaling the format. Investors may want to monitor how new locations influence overall store productivity and cost efficiency over time. Reported Earnings • May 15
Third quarter 2026 earnings: EPS exceeds analyst expectations Third quarter 2026 results: EPS: JP¥10.12 (up from JP¥7.33 in 3Q 2025). Revenue: JP¥616.4b (up 10% from 3Q 2025). Net income: JP¥30.2b (up 38% from 3Q 2025). Profit margin: 4.9% (up from 3.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Multiline Retail industry in Japan. 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 18% per year. Major Estimate Revision • Apr 11
Consensus EPS estimates increase by 27% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥37.85 to JP¥47.92. Revenue forecast steady at JP¥2.42t. Net income forecast to grow 18% next year vs 18% growth forecast for Multiline Retail industry in Japan. Consensus price target of JP¥1,122 unchanged from last update. Share price was steady at JP¥939 over the past week. Declared Dividend • Mar 24
First half dividend of JP¥5.50 announced Shareholders will receive a dividend of JP¥5.50. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 24%. Cash payout ratio: 27%. Announcement • Feb 18
Pan Pacific International Holdings Corporation to Report Q3, 2026 Results on May 13, 2026 Pan Pacific International Holdings Corporation announced that they will report Q3, 2026 results on May 13, 2026 Reported Earnings • Feb 14
Second quarter 2026 earnings: EPS and revenues exceed analyst expectations Second quarter 2026 results: EPS: JP¥11.80 (up from JP¥11.23 in 2Q 2025). Revenue: JP¥636.8b (up 10% from 2Q 2025). Net income: JP¥35.3b (up 5.2% from 2Q 2025). Profit margin: 5.5% (down from 5.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 25 March 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.5%). Reported Earnings • Nov 14
First quarter 2026 earnings: Revenues and EPS in line with analyst expectations First quarter 2026 results: EPS: JP¥9.54 (up from JP¥6.86 in 1Q 2025). Revenue: JP¥573.3b (up 4.1% from 1Q 2025). Net income: JP¥28.5b (up 39% from 1Q 2025). Profit margin: 5.0% (up from 3.7% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 13
Pan Pacific International Holdings Corporation to Report Q2, 2026 Results on Feb 12, 2026 Pan Pacific International Holdings Corporation announced that they will report Q2, 2026 results on Feb 12, 2026 Declared Dividend • Oct 05
Final dividend of JP¥3.00 announced Shareholders will receive a dividend of JP¥3.00. Ex-date: 29th December 2025 Payment date: 25th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 32%. New Risk • Sep 28
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 159% Dividend yield: 4.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Announcement • Sep 14
Pan Pacific International Holdings Corporation to Report Q1, 2026 Results on Nov 12, 2025 Pan Pacific International Holdings Corporation announced that they will report Q1, 2026 results on Nov 12, 2025 Price Target Changed • Aug 26
Price target increased by 7.3% to JP¥5,457 Up from JP¥5,088, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of JP¥5,467. Stock is up 48% over the past year. The company is forecast to post earnings per share of JP¥188 for next year compared to JP¥152 last year. Reported Earnings • Aug 20
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥152 (up from JP¥149 in FY 2024). Revenue: JP¥2.25t (up 7.2% from FY 2024). Net income: JP¥90.5b (up 2.0% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.9%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jun 20
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (1.3%). Announcement • Jun 17
Pan Pacific International Holdings Corporation to Report Fiscal Year 2025 Results on Aug 18, 2025 Pan Pacific International Holdings Corporation announced that they will report fiscal year 2025 results on Aug 18, 2025 New Risk • May 17
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company. Reported Earnings • May 17
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: JP¥36.67 (down from JP¥39.99 in 3Q 2024). Revenue: JP¥559.6b (up 7.7% from 3Q 2024). Net income: JP¥21.9b (down 8.3% from 3Q 2024). Profit margin: 3.9% (down from 4.6% in 3Q 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 14%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Mar 26
First half dividend of JP¥25.00 announced Shareholders will receive a dividend of JP¥25.00. Ex-date: 27th June 2025 Payment date: 30th September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 31%. Announcement • Mar 15
Pan Pacific International Holdings Corporation to Report Q3, 2025 Results on May 14, 2025 Pan Pacific International Holdings Corporation announced that they will report Q3, 2025 results on May 14, 2025 Reported Earnings • Feb 15
Second quarter 2025 earnings: EPS misses analyst expectations Second quarter 2025 results: EPS: JP¥56.13 (up from JP¥39.56 in 2Q 2024). Revenue: JP¥578.0b (up 7.4% from 2Q 2024). Net income: JP¥33.5b (up 42% from 2Q 2024). Profit margin: 5.8% (up from 4.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.1%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% 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 • Jan 08
KKR Reportedly Mulls Unloading Supermarket Operator Seiyu U.S. investment fund KKR & Co. Inc. (NYSE:KKR) is considering selling its stake in Japanese supermarket operator Seiyu GK (Seiyu Co.), it was learned. Japanese retail giant Aeon Co., Ltd. (TSE:8267) and Pan Pacific International Holdings Corporation (TSE:7532), which operates Don Quijote discount stores, are among those said to be interested in acquiring Seiyu shares. The envisaged sale could be worth hundreds of billions of yen. KKR aims to complete the sale as soon as possible. The move comes as domestic supermarket operators are facing an increasingly severe management environment due to intensifying competition. Among them, Seven & i Holdings Co. is in the process of selling an intermediate holding company that oversees Ito-Yokado Co., the group's founding business, and other noncore operations. Seiyu currently has about 240 stores on Japan's Honshu main island. It carried out structural reforms last year to improve its earnings, such as withdrawing from the Kyushu southwestern region and Hokkaido, northernmost Japan, where it sold nine stores to Aeon. Buy Or Sell Opportunity • Dec 26
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to JP¥4,280. The fair value is estimated to be JP¥3,533, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period. Upcoming Dividend • Dec 20
Upcoming dividend of JP¥9.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 24 March 2025. Payout ratio is a comfortable 15% and the cash payout ratio is 84%. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.4%). Reported Earnings • Nov 13
First quarter 2025 earnings: EPS misses analyst expectations First quarter 2025 results: EPS: JP¥34.28 (down from JP¥41.25 in 1Q 2024). Revenue: JP¥550.6b (up 8.1% from 1Q 2024). Net income: JP¥20.5b (down 17% from 1Q 2024). Profit margin: 3.7% (down from 4.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.5%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 19% per year. Announcement • Nov 11
Pan Pacific International Holdings Corporation to Report Q2, 2025 Results on Feb 13, 2025 Pan Pacific International Holdings Corporation announced that they will report Q2, 2025 results on Feb 13, 2025 Declared Dividend • Oct 10
Final dividend of JP¥9.00 announced Shareholders will receive a dividend of JP¥9.00. Ex-date: 27th December 2024 Payment date: 24th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 36%. Reported Earnings • Oct 03
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥149 (up from JP¥111 in FY 2023). Revenue: JP¥2.10t (up 8.2% from FY 2023). Net income: JP¥88.7b (up 34% from FY 2023). Profit margin: 4.2% (up from 3.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year. Announcement • Sep 21
Pan Pacific International Holdings Corporation to Report Q1, 2025 Results on Nov 11, 2024 Pan Pacific International Holdings Corporation announced that they will report Q1, 2025 results on Nov 11, 2024 Buy Or Sell Opportunity • Aug 27
Now 20% overvalued Over the last 90 days, the stock has fallen 7.4% to JP¥3,684. The fair value is estimated to be JP¥3,061, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period. Reported Earnings • Aug 20
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥149 (up from JP¥111 in FY 2023). Revenue: JP¥2.10t (up 8.2% from FY 2023). Net income: JP¥88.7b (up 34% from FY 2023). Profit margin: 4.2% (up from 3.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.2%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 17% per year. Announcement • Aug 16
Pan Pacific International Holdings Corporation, Annual General Meeting, Sep 27, 2024 Pan Pacific International Holdings Corporation, Annual General Meeting, Sep 27, 2024. Buy Or Sell Opportunity • Aug 06
Now 27% overvalued Over the last 90 days, the stock has fallen 8.4% to JP¥3,376. The fair value is estimated to be JP¥2,663, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥3,071, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Multiline Retail industry in Japan. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,693 per share. Announcement • Jun 23
Pan Pacific International Holdings Corporation to Report Fiscal Year 2024 Results on Aug 16, 2024 Pan Pacific International Holdings Corporation announced that they will report fiscal year 2024 results on Aug 16, 2024 Upcoming Dividend • Jun 20
Upcoming dividend of JP¥16.00 per share Eligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%). Reported Earnings • May 16
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: JP¥39.99 (up from JP¥24.66 in 3Q 2023). Revenue: JP¥519.8b (up 8.6% from 3Q 2023). Net income: JP¥23.9b (up 62% from 3Q 2023). Profit margin: 4.6% (up from 3.1% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail 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 19% per year. Declared Dividend • Feb 16
First half dividend of JP¥16.00 announced Dividend of JP¥16.00 is the same as last year. Ex-date: 27th June 2024 Payment date: 30th September 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 12%. Reported Earnings • Feb 14
Second quarter 2024 earnings: EPS exceeds analyst expectations Second quarter 2024 results: EPS: JP¥39.56 (up from JP¥30.73 in 2Q 2023). Revenue: JP¥538.3b (up 6.6% from 2Q 2023). Net income: JP¥23.6b (up 29% from 2Q 2023). Profit margin: 4.4% (up from 3.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 12% per year. Announcement • Feb 13
Pan Pacific International Holdings Corporation Provides Dividend Guidance for Year Ending June 30, 2024 Pan Pacific International Holdings Corporation provided dividend guidance for year ending June 30, 2024. For the period, the company expected dividend of JPY 16.00 per share against dividend of JPY 16.00 per share paid a year ago. Announcement • Dec 23
Pan Pacific International Holdings Corporation to Report Q2, 2024 Results on Feb 13, 2024 Pan Pacific International Holdings Corporation announced that they will report Q2, 2024 results on Feb 13, 2024 Upcoming Dividend • Dec 21
Upcoming dividend of JP¥5.00 per share at 0.6% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 25 March 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.3%). Reported Earnings • Nov 11
First quarter 2024 earnings: EPS exceeds analyst expectations First quarter 2024 results: EPS: JP¥41.25 (up from JP¥30.94 in 1Q 2023). Revenue: JP¥509.3b (up 7.5% from 1Q 2023). Net income: JP¥24.6b (up 33% from 1Q 2023). Profit margin: 4.8% (up from 3.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 32%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Multiline Retail industry in Japan. 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 7% per year, which means it is significantly lagging earnings growth. Announcement • Aug 19
Pan Pacific International Holdings Corporation to Report Q1, 2024 Results on Nov 10, 2023 Pan Pacific International Holdings Corporation announced that they will report Q1, 2024 results on Nov 10, 2023 Announcement • Aug 18
Pan Pacific International Holdings Corporation, Annual General Meeting, Sep 27, 2023 Pan Pacific International Holdings Corporation, Annual General Meeting, Sep 27, 2023. Reported Earnings • Aug 18
Full year 2023 earnings: EPS exceeds analyst expectations Full year 2023 results: EPS: JP¥111 (up from JP¥103 in FY 2022). Revenue: JP¥1.94t (up 5.8% from FY 2022). Net income: JP¥66.2b (up 6.8% from FY 2022). Profit margin: 3.4% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 22
Upcoming dividend of JP¥14.00 per share at 0.7% yield Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.3%). Announcement • Jun 07
Pan Pacific International Holdings Corporation to Report Fiscal Year 2023 Results on Aug 16, 2023 Pan Pacific International Holdings Corporation announced that they will report fiscal year 2023 results on Aug 16, 2023 Reported Earnings • May 12
Third quarter 2023 earnings: EPS exceeds analyst expectations Third quarter 2023 results: EPS: JP¥24.66 (down from JP¥26.55 in 3Q 2022). Revenue: JP¥478.8b (up 5.7% from 3Q 2022). Net income: JP¥14.7b (down 7.1% from 3Q 2022). Profit margin: 3.1% (down from 3.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year. Reported Earnings • Feb 10
Second quarter 2023 earnings: EPS exceeds analyst expectations Second quarter 2023 results: EPS: JP¥30.83 (up from JP¥29.75 in 2Q 2022). Revenue: JP¥489.2b (up 3.6% from 2Q 2022). Net income: JP¥18.4b (up 3.7% from 2Q 2022). Profit margin: 3.8% (in line with 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥4.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 27 March 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%). Announcement • Dec 08
Pan Pacific International Holdings Corporation to Report Q2, 2023 Results on Feb 08, 2023 Pan Pacific International Holdings Corporation announced that they will report Q2, 2023 results on Feb 08, 2023 Reported Earnings • Nov 17
First quarter 2023 earnings: EPS exceeds analyst expectations First quarter 2023 results: EPS: JP¥30.94 (up from JP¥19.88 in 1Q 2022). Revenue: JP¥473.7b (up 6.3% from 1Q 2022). Net income: JP¥18.4b (up 49% from 1Q 2022). Profit margin: 3.9% (up from 2.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Multiline Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year.