J. Front Retailing Posts Mixed December Results as PARCO Growth Offsets Department Store and Developer Weakness

The latest announcement is out from J FRONT RETAILING Co ( (JP:3086) ).

J. Front Retailing reported mixed performance for December 2025 and the second half, with total consolidated revenue slightly down year on year in December but returning to modest growth over the half. The Department Store Business saw a small decline in December sales despite overall growth for the half, with customer traffic broadly flat and clothing categories weak, while general goods and foods, particularly accessories, cosmetics, confectionery, and service-related sales, supported a 4.1% rise in Daimaru Matsuzakaya net sales over the period. The SC Business, centered on PARCO, continued to expand, posting solid gains in tenant transaction volumes across most locations, led by strong growth at flagship sites such as Shibuya PARCO and healthy increases in general goods, while the Developer Business recorded a sharp revenue decline, partly reflecting portfolio and property changes including the closure of Matsumoto PARCO in early 2025. Overall, the data point to resilience in consumer spending on specialty goods and experiences in the group’s urban malls, offset by structural headwinds in department store apparel and a contracting developer segment, factors that are likely to shape the company’s revenue mix and strategic focus going forward.

The most recent analyst rating on (JP:3086) stock is a Buy with a Yen2480.00 price target. To see the full list of analyst forecasts on J FRONT RETAILING Co stock, see the JP:3086 Stock Forecast page.

More about J FRONT RETAILING Co

J. Front Retailing Co. is a Japanese retail group operating department stores under the Daimaru and Matsuzakaya banners, as well as PARCO shopping centers, a developer business, and payment and finance operations. Its core activities span department store retailing, shopping center tenant leasing and management, and related real estate and financial services in urban commercial areas across Japan.

Average Trading Volume: 1,495,183

Technical Sentiment Signal: Strong Buy

Current Market Cap: Yen589.3B

Learn more about 3086 stock on TipRanks’ Stock Analysis page.