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ABC-MART
(2670)
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Rating:78Outperform
Price Target:
¥2,955.00
▲(8.88% Upside)
Action:Reiterated
Date:07/10/26
The score is driven primarily by strong financial performance (improving margins, solid earnings growth, and an ultra-low-debt balance sheet), supported by a reasonable valuation and dividend yield. The main drag is technical positioning, with the stock trading below key moving averages despite mixed momentum signals.
Positive Factors
Improving Profitability
Net margin expanding to ~12% alongside multi-year revenue and earnings growth indicates durable operating leverage in the core retail model. Higher margins support sustained cash generation, stronger retained earnings and resilience to margin pressure when growth normalizes.
Negative Factors
Cash-Flow Volatility
Working-capital swings and episodic cash-flow drops introduce predictability risks for capex, dividends and inventory funding. Recurring volatility weakens planning for multi-year investments and increases sensitivity to seasonality or supply-chain disruptions in the retail footprint.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Profitability
Net margin expanding to ~12% alongside multi-year revenue and earnings growth indicates durable operating leverage in the core retail model. Higher margins support sustained cash generation, stronger retained earnings and resilience to margin pressure when growth normalizes.
Read all positive factors
ABC-MART (2670) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥674.27B
Dividend Yield2.75%
Average Volume (3M)588.90K
Price to Earnings (P/E)14.1
Beta (1Y)0.31
Revenue Growth3.41%
EPS Growth5.50%
CountryJP
Employees9,101
SectorConsumer Cyclical
Sector Strength84
IndustryApparel - Retail
Share Statistics
EPS (TTM)192.59
Shares Outstanding247,618,940
10 Day Avg. Volume1,052,000
30 Day Avg. Volume588,896
Financial Highlights & Ratios
PEG Ratio6.44
Price to Book (P/B)1.63
Price to Sales (P/S)1.72
P/FCF Ratio23.07
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥3,097.50Price Target Upside14.13% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering4
EPS Forecast (FY)193.35
Revenue Forecast (FY)¥401.25B
ABC-MART Business Overview & Revenue Model
Company Description
ABC-Mart,Inc., together with its subsidiaries, engages in the retailing of shoes, clothing, and general merchandise products for men, women, and kids in Japan. It develops and manufactures shoes; and licenses various brands. The company is also in...
How the Company Makes Money
ABC-MART primarily makes money by purchasing footwear, apparel, and accessories from manufacturers/brands (and through its own private-label development) and selling these products to consumers at a retail markup through its store network and onli...
ABC-MART Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
78
Positive
| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 386.41B | 378.62B | 372.20B | 344.20B | 290.08B | 243.95B |
| Gross Profit | 188.83B | 185.80B | 181.95B | 169.90B | 143.50B | 118.63B |
| EBITDA | 74.13B | 72.70B | 70.98B | 63.18B | 48.97B | 32.32B |
| Net Income | 47.69B | 46.35B | 45.36B | 40.01B | 30.26B | 17.38B |
Balance Sheet | ||||||
| Total Assets | 466.84B | 455.20B | 418.73B | 387.34B | 359.12B | 317.72B |
| Cash, Cash Equivalents and Short-Term Investments | 206.95B | 215.12B | 205.17B | 176.36B | 148.45B | 151.95B |
| Total Debt | 3.40B | 1.22B | 2.02B | 1.41B | 5.96B | 1.35B |
| Total Liabilities | 62.51B | 54.20B | 48.98B | 45.68B | 48.14B | 32.84B |
| Stockholders Equity | 401.35B | 398.08B | 367.33B | 339.44B | 309.10B | 283.30B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 28.16B | 46.07B | 44.87B | 5.51B | 16.77B |
| Operating Cash Flow | 0.00 | 41.81B | 56.13B | 51.23B | 10.88B | 25.16B |
| Investing Cash Flow | 0.00 | -15.16B | -15.10B | -11.40B | -8.94B | -7.46B |
| Financing Cash Flow | 0.00 | -18.62B | -17.08B | -18.59B | -9.42B | -13.92B |
ABC-MART Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥674.27B | 14.14 | 12.21% | 2.76% | 3.41% | 5.50% | |
75 Outperform | ¥479.05B | 23.24 | ― | 1.04% | 17.47% | 22.05% | |
74 Outperform | ¥24.58T | 46.14 | 20.52% | 0.75% | 14.76% | 30.54% | |
74 Outperform | ¥39.93B | 14.04 | ― | 3.62% | -2.63% | -23.78% | |
73 Outperform | ¥741.41B | 15.56 | 9.21% | 2.07% | 6.57% | 12.36% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
JP:2670
ABC-MART
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ABC-MART Corporate Events
ABC-MART posts profit growth and lifts dividend outlook
Jul 8, 2026
ABC-MART reported solid growth for the three months ended May 31, 2026, with net sales rising 8.0% year on year to ¥105.5 billion and profit attributable to owners of the parent climbing 10.4%. Earnings per share increased to ¥57.74, whi...
ABC-MART Posts Steady Q1 Sales Growth as Store Network and Overseas Business Evolve
Jul 8, 2026
ABC-MART reported steady growth in consolidated and non-consolidated net sales for the three months ended May 31, 2026, with year-on-year increases across most profit indicators despite some margin pressure. Earnings per share rose on both a conso...
ABC-MART’s June Sales Slide on Weather Hit, Sports Apparel Buoys Mix
Jul 2, 2026
ABC-MART reported a sharp decline in domestic sales for June 2026, with all stores and existing stores both down 6.6 percent year on year, driven by weaker foot traffic. A calendar effect from having one fewer Sunday and adverse conditions from ty...
ABC-MART Boosts May Sales on Summer Demand and Store Network Strength
Jun 2, 2026
ABC-MART reported robust domestic sales for May 2026, with both all-store and existing-store sales rising 8.8% year on year, supported by strong performance at roadside outlets and metropolitan commercial facilities. The company benefited from one...
ABC-MART Korea to Acquire South Korean Shoe Chain FOLDER, Deepening Market Push
Jun 1, 2026
ABC-MART’s South Korean subsidiary has secured regulatory approval to acquire the FOLDER shoe select shop business from E-Land World, a leading local apparel and retail group. The deal covers 27 FOLDER stores, related inventories and assets,...
ABC-MART Details Controlling Shareholder Structure and Related-Party Lease Deals
May 27, 2026
ABC-MART has disclosed that EM Planning LLC, an asset management company wholly owned by relatives of founder-related shareholder Masahiro Miki, now effectively controls 62.44% of the company’s voting rights when aggregated with direct holdi...
ABC-MART Posts Strong April Sales on Favorable Weather and Store Expansion
May 7, 2026
ABC-MART reported robust domestic sales for April 2026, supported by favorable weather and strong weekend foot traffic at downtown and shopping center locations. Demand was particularly solid for running shoes, walking shoes, children’s foot...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.