tiprankstipranks
Yoshimura Food Holdings KK (JP:2884)
:2884
Japanese Market
Want to see JP:2884 full AI Analyst Report?

Yoshimura Food Holdings KK (2884) AI Stock Analysis

2 Followers

Top Page

JP:2884

Yoshimura Food Holdings KK

(2884)

Select Model
Select Model
Select Model
Neutral 47 (OpenAI - 5.2)
Rating:47Neutral
Price Target:
¥632.00
▼(-8.54% Downside)
Action:Reiterated
Date:04/17/26
The score is weighed down primarily by financial risk—high leverage combined with a 2026 earnings decline and a sharp reversal to negative operating/free cash flow. Technicals add further pressure as the stock is in a pronounced downtrend with bearish momentum. Valuation (low P/E) provides some support but does not offset the recent deterioration in profitability and cash generation.
Positive Factors
Diversified holding structure
As a holding company with multiple manufacturing subsidiaries and sales channels (retail, wholesale, foodservice), the group benefits from diversified end-markets and cashflow sources. This structural model reduces single-customer risk and supports stable revenue aggregation and cross-subsidiary synergies over months.
Negative Factors
High and rising leverage
Elevated and rising debt increases financial vulnerability and reduces flexibility. With substantial leverage, earnings or cashflow volatility can quickly strain coverage metrics, raise refinancing risk, and force prioritization of debt service over growth or operational investments across the next several months.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified holding structure
As a holding company with multiple manufacturing subsidiaries and sales channels (retail, wholesale, foodservice), the group benefits from diversified end-markets and cashflow sources. This structural model reduces single-customer risk and supports stable revenue aggregation and cross-subsidiary synergies over months.
Read all positive factors

Yoshimura Food Holdings KK (2884) vs. iShares MSCI Japan ETF (EWJ)

Yoshimura Food Holdings KK Business Overview & Revenue Model

Company Description
Yoshimura Food Holdings K.K. manufactures and sells food products. The company offers commercial food materials; Chinese dishes; dried noodles, buckwheat flour, etc.; meat and processed food products; sake products; and frozen foods, including fro...
How the Company Makes Money
Yoshimura Food Holdings makes money primarily through revenue generated by its consolidated subsidiaries that manufacture and sell food products. Its core revenue stream is the sale of processed and manufactured food items to downstream channels s...

Yoshimura Food Holdings KK Financial Statement Overview

Summary
Income statement trends show strong scaling into 2025 but a notable 2026 setback with revenue slipping and net income roughly halving. The balance sheet is debt-heavy with total debt rising again in 2026, increasing sensitivity to operating swings. Cash flow is the biggest concern: operating and free cash flow turned negative in 2026 after being solidly positive, which is risky given high leverage.
Income Statement
58
Neutral
Balance Sheet
44
Neutral
Cash Flow
32
Negative
BreakdownTTMFeb 2026Feb 2025Feb 2024Feb 2023Feb 2022
Income Statement
Total Revenue58.10B57.48B58.11B49.78B34.94B29.28B
Gross Profit12.83B11.30B13.30B10.29B6.96B6.34B
EBITDA6.11B3.96B6.67B4.12B1.69B1.45B
Net Income1.53B918.79M1.86B1.04B613.43M500.10M
Balance Sheet
Total Assets57.69B61.03B56.07B53.51B31.86B23.82B
Cash, Cash Equivalents and Short-Term Investments11.18B11.00B13.17B10.23B5.00B3.29B
Total Debt30.82B31.05B29.36B32.02B15.24B10.88B
Total Liabilities41.01B41.78B39.53B40.33B22.01B15.50B
Stockholders Equity11.14B12.42B11.04B8.71B7.48B6.31B
Cash Flow
Free Cash Flow0.00-3.74B5.64B5.06B-411.19M813.45M
Operating Cash Flow0.00-2.50B6.63B5.76B79.60M1.32B
Investing Cash Flow0.00-2.04B-843.32M-4.53B-2.02B-1.17B
Financing Cash Flow0.001.65B-2.98B2.32B3.49B-1.94B

Yoshimura Food Holdings KK Technical Analysis

Technical Analysis Sentiment
Negative
Last Price691.00
Price Trends
50DMA
832.42
Negative
100DMA
838.55
Negative
200DMA
823.11
Negative
Market Momentum
MACD
-51.86
Negative
RSI
34.79
Neutral
STOCH
26.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2884, the sentiment is Negative. The current price of 691 is above the 20-day moving average (MA) of 682.15, below the 50-day MA of 832.42, and below the 200-day MA of 823.11, indicating a bearish trend. The MACD of -51.86 indicates Negative momentum. The RSI at 34.79 is Neutral, neither overbought nor oversold. The STOCH value of 26.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2884.

Yoshimura Food Holdings KK Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
¥22.58B-13.861.87%4.26%27.55%
72
Outperform
¥32.33B12.371.96%0.57%7.20%
63
Neutral
¥23.63B29.991.87%1.95%-57.52%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
62
Neutral
¥22.29B23.772.05%0.48%302.96%
52
Neutral
¥23.69B53.091.32%-0.63%-0.70%
47
Neutral
¥15.46B-63.49-1.08%-50.77%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:2884
Yoshimura Food Holdings KK
672.00
-284.00
-29.71%
JP:2804
Bull-Dog Sauce Co., Ltd.
1,776.00
60.96
3.55%
JP:2819
Ebara Foods Industry, Inc.
2,447.00
-45.09
-1.81%
JP:2831
Hagoromo Foods Corporation
3,505.00
314.42
9.85%
JP:2922
Natori Co., Ltd.
1,891.00
-102.96
-5.16%
JP:2933
KIBUN FOODS INC.
1,042.00
16.66
1.63%

Yoshimura Food Holdings KK Corporate Events

Yoshimura Food Expands Shareholder Perks to Boost Long-Term Investment
Apr 15, 2026
Yoshimura Food Holdings has approved an expansion of its shareholder benefit program, which uses gift sets of group company products to reward long-term investors. The move underscores the company’s reliance on its food portfolio, including ...
Yoshimura Food Misses Profit Forecasts on Scallop Slump and Overseas Weakness
Apr 15, 2026
Yoshimura Food Holdings reported that full-year consolidated results for the fiscal year ended February 2026 missed earlier profit forecasts despite slightly exceeding projected net sales. Profit attributable to owners of the parent dropped sharpl...
Yoshimura Food Holdings Profits Slump in FY2026, Company Targets Earnings Rebound in FY2027
Apr 15, 2026
Yoshimura Food Holdings reported a slight 1.1% decline in net sales to ¥57.5 billion for the fiscal year ended February 28, 2026, but a sharp fall in profitability, with operating profit down 62.3% to ¥1.57 billion and profit attributabl...
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.Date of analysis: Apr 17, 2026