J FRONT RETAILING Co (3086) AI Stock Analysis

• Market Cap: ¥510.77B
• Dividend Yield: 2.24%
• Average Volume (3M): 1.67M
• Price to Earnings (P/E): 12.3
• Beta (1Y): 1.17
• Revenue Growth: 8.72%
• EPS Growth: 19.26%
• Country: JP
• Employees: 5,277
• Sector: Consumer Cyclical
• Sector Strength: 57
• Industry: Department Stores
• EPS (TTM): 41.25
• Shares Outstanding: 270,565,770
• 10 Day Avg. Volume: 1,637,790
• 30 Day Avg. Volume: 1,673,850
• PEG Ratio: -1.33
• Price to Book (P/B): 1.10
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 6.55
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: ¥1,959.77
• Price Target Upside: -0.16% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 2

• Rating: 74 Outperform
• Price Target: ¥2,175.00 ▲(10.80%Upside)

J FRONT RETAILING Co achieves a solid overall score due to its strong financial performance, notably in revenue growth and profitability margins. The valuation is reasonable, providing potential for both growth and income. Technical analysis suggests current stability in stock price movement. However, lack of earnings call data and corporate events limits further insights.

J FRONT RETAILING Co Business Overview & Revenue Model

Company Description

J FRONT RETAILING Co. is a prominent retail conglomerate based in Japan, with a diverse portfolio encompassing department stores, specialty stores, and other retail outlets. The company operates under well-known brands such as Daimaru and Matsuzakaya, catering to a wide range of consumer needs from fashion and cosmetics to home goods and food products. J FRONT RETAILING Co. is committed to providing high-quality products and exceptional customer service, ensuring a premium shopping experience for its clientele.

How the Company Makes Money

J FRONT RETAILING Co. generates revenue primarily through its extensive network of department and specialty stores. The company's revenue streams include the direct sale of consumer goods across various categories such as fashion, beauty, home essentials, and gourmet foods. Additionally, J FRONT RETAILING Co. benefits from strategic partnerships and collaborations with well-known brands, enhancing its product offerings and attracting a broader customer base. The company's earnings are also supported by ancillary services such as in-store events and loyalty programs that drive customer engagement and repeat business. Furthermore, J FRONT RETAILING Co. leverages its real estate assets by leasing retail space, contributing an additional revenue stream.

J FRONT RETAILING Co Financial Statement Overview

Summary

J FRONT RETAILING Co demonstrates strong financial health with robust revenue growth, improved profitability margins, and a stable balance sheet. The company's cash flow generation remains solid, ensuring liquidity and financial flexibility. Despite a decrease in operating cash flow, the firm maintains an effective balance between debt and equity, supporting future growth opportunities.

Income Statement

The income statement reveals robust revenue growth with a TTM increase in revenue of 8.57% compared to the previous year. Gross profit margin stands at 48.10%, indicating effective cost management. The net profit margin has improved to 9.38%, showcasing enhanced profitability. EBIT and EBITDA margins also reflect strong operational performance at 13.60% and 23.64%, respectively.

Balance Sheet

The balance sheet shows a stable financial position with a debt-to-equity ratio of 0.89, suggesting moderate leverage. Return on equity is healthy at 10.11%, highlighting effective use of equity. The equity ratio is 35.19%, indicating a solid equity base relative to total assets.

Cash Flow

The cash flow statement displays substantial free cash flow growth, with a TTM increase in free cash flow of -16.48%, due to a decrease in operating cash flow. Operating cash flow to net income ratio is 2.07, indicating strong cash generation ability. Free cash flow to net income ratio is 1.69, reflecting efficient cash utilization.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	441.88B	407.01B	359.68B	331.48B	319.08B
Gross Profit	212.60B	170.46B	169.54B	147.84B	134.37B
EBITDA	104.57B	91.49B	75.37B	59.46B	27.06B
Net Income	41.42B	29.91B	14.24B	4.32B	-26.19B
Balance Sheet
Total Assets	1.16T	1.11T	1.12T	1.19T	1.26T
Cash, Cash Equivalents and Short-Term Investments	54.98B	71.34B	50.71B	105.21B	134.77B
Total Debt	363.58B	364.40B	413.95B	502.11B	562.81B
Total Liabilities	740.91B	720.50B	749.54B	830.79B	899.38B
Stockholders Equity	409.65B	381.90B	359.38B	350.37B	352.17B
Cash Flow
Free Cash Flow	71.40B	83.66B	56.84B	44.05B	41.74B
Operating Cash Flow	85.81B	90.69B	65.48B	49.87B	56.47B
Investing Cash Flow	-28.31B	13.43B	-13.37B	-5.29B	-20.87B
Financing Cash Flow	-74.00B	-72.75B	-105.69B	-80.39B	58.73B

J FRONT RETAILING Co Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 1963.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3086, the sentiment is Positive. The current price of 1963 is below the 20-day moving average (MA) of 1997.93, above the 50-day MA of 1944.36, and above the 200-day MA of 1836.44, indicating a neutral trend. The MACD of -3.08 indicates Positive momentum. The RSI at 49.05 is Neutral, neither overbought nor oversold. The STOCH value of 40.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3086.

J FRONT RETAILING Co Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
3086	74 Outperform	¥510.77B	12.32	10.25%	2.24%	8.72%	19.26%
8242	71 Outperform	€237.99B	6.60	11.92%	2.11%	3.71%	64.27%
3099	70 Outperform	$791.11B	15.22	8.71%	2.77%	3.56%	-2.54%
8233	70 Neutral	¥334.23B	10.07	7.14%	2.37%	2.11%	-4.24%
Sector *	62 Neutral	$16.65B	11.30	-7.38%	3.01%	1.59%	-23.30%
8237	62 Neutral	¥53.96B	22.64		1.78%	16.65%	-9.43%
8244	55 Neutral	¥70.30B	19.82		1.14%	1.41%	27.48%

J FRONT RETAILING Co Corporate Events

J. FRONT RETAILING Co. Announces Share Buyback Strategy

J. FRONT RETAILING Co., Ltd. has announced the purchase of its own shares, acquiring 1,092,600 common shares for approximately ¥2.19 billion through market purchases on the Tokyo Stock Exchange. This move is part of a broader strategy to repurchase up to 11.5 million shares, valued at a maximum of ¥15 billion, to potentially enhance shareholder value and optimize capital structure.

The most recent analyst rating on (JP:3086) stock is a Hold with a Yen1880.00 price target. To see the full list of analyst forecasts on J FRONT RETAILING Co stock, see the JP:3086 Stock Forecast page.

J FRONT RETAILING Co Faces Profit Decline Amid Duty-Free Sales Slowdown

J FRONT RETAILING Co reported a 15% year-over-year decline in consolidated business profit for the first quarter of fiscal year 2025, primarily due to a slowdown in duty-free sales at department stores. Despite this, the SC and Developer segments showed strong performance, leading to increased revenue and profit. The company maintains its forecast for the first half of the fiscal year and is implementing measures to improve profits amid an uncertain economic environment.

The most recent analyst rating on (JP:3086) stock is a Hold with a Yen1880.00 price target. To see the full list of analyst forecasts on J FRONT RETAILING Co stock, see the JP:3086 Stock Forecast page.

J. FRONT RETAILING Reports Mixed Financial Results for Q1 FY2026

J. FRONT RETAILING Co., Ltd. reported its consolidated financial results for the first three months of the fiscal year ending February 28, 2026, showing a modest increase in gross sales and sales revenue compared to the previous year. However, the company experienced a decline in business and operating profits, indicating potential challenges in maintaining profitability. Despite these mixed results, the company has maintained its dividend forecast, suggesting a commitment to shareholder returns amidst fluctuating financial performance.

The most recent analyst rating on (JP:3086) stock is a Buy with a Yen2500.00 price target. To see the full list of analyst forecasts on J FRONT RETAILING Co stock, see the JP:3086 Stock Forecast page.

J. Front Retailing Reports Mixed May 2025 Performance

J. Front Retailing Co. reported a mixed performance across its business segments for May 2025. The Developer Business saw significant growth, while the Department Store Business experienced a decline in sales. The SC Business and PARCO stores showed positive trends, indicating a shift in consumer preferences towards shopping centers and specialty stores. This performance highlights the company’s strategic focus on diversifying its retail offerings and adapting to changing market dynamics, which may impact its future positioning and stakeholder interests.

The most recent analyst rating on (JP:3086) stock is a Hold with a Yen1880.00 price target. To see the full list of analyst forecasts on J FRONT RETAILING Co stock, see the JP:3086 Stock Forecast page.

J. FRONT RETAILING Announces Share Buyback Strategy

J. FRONT RETAILING Co., Ltd. has announced the purchase of its own shares, acquiring 876,600 common shares valued at approximately ¥1.66 billion through market purchases on the Tokyo Stock Exchange during May 2025. This move is part of a broader strategy to buy back up to 11.5 million shares, with a total value limit of ¥15 billion, to potentially enhance shareholder value and optimize capital structure.

The most recent analyst rating on (JP:3086) stock is a Hold with a Yen1880.00 price target. To see the full list of analyst forecasts on J FRONT RETAILING Co stock, see the JP:3086 Stock Forecast page.

J. FRONT RETAILING Co. Announces Share Buyback

J. FRONT RETAILING Co., Ltd. has announced the purchase of its own shares, acquiring 4,172,500 common shares worth approximately ¥7.28 billion between April 15 and April 30, 2025. This move is part of a larger resolution to buy back up to 11.5 million shares, valued at ¥15 billion, by August 29, 2025, which could potentially enhance shareholder value and adjust the capital structure.

J. FRONT RETAILING Announces Record Dividend Payout

J. FRONT RETAILING Co., Ltd. announced a resolution to pay a fiscal year-end dividend of ¥30.00 per share, resulting in a record annual dividend of ¥52.00 per share. This decision aligns with the company’s policy to maintain a consolidated dividend payout ratio of no less than 40% and reflects its strong financial performance and commitment to shareholder returns.

J. FRONT RETAILING Co. Executes Strategic Share Repurchase

J. FRONT RETAILING Co., Ltd. has repurchased 3,474,200 of its own shares at a cost of ¥6,074,638,700 as part of its FY2024-FY2026 Medium-term Business Plan. This move aims to enhance medium to long-term return on capital by focusing on growth with profitability and optimizing equity, reflecting a commitment to shareholder value.

J. FRONT RETAILING Announces Share Repurchase Plan

J. FRONT RETAILING Co., Ltd. has announced a resolution to repurchase up to 11.5 million of its own shares, representing 4.45% of its total issued shares, with a maximum expenditure of ¥15 billion. This strategic move, conducted through the ToSTNeT-3 system and market purchases, aims to enhance shareholder value and optimize capital structure, potentially impacting the company’s stock performance and market perception.

J. FRONT RETAILING Announces Share Repurchase Plan to Enhance Shareholder Returns

J. FRONT RETAILING Co., Ltd. has announced a decision to repurchase its own shares as part of its FY2024-FY2026 Medium-term Business Plan. This move aims to enhance shareholder returns and optimize equity, reflecting the company’s commitment to improving long-term capital returns. The company plans to purchase up to 11.5 million shares, valued at a maximum of ¥15 billion, through the Tokyo Stock Exchange, demonstrating a strategic approach to financial management and shareholder engagement.

J. FRONT RETAILING Co. Announces Record Dividend Increase

J. FRONT RETAILING Co., Ltd. has announced a revision to its dividend forecasts for the fiscal year ended February 28, 2025, increasing the fiscal year-end dividend from ¥22.00 to ¥30.00 per share, resulting in a total annual dividend of ¥52.00 per share. This revision aligns with the company’s policy to return profits to shareholders and reflects its strong financial performance, marking the highest dividend payout on record, which could positively impact shareholder value and market perception.

J. FRONT RETAILING Co. Reports Strong Fiscal Year 2025 Results with Increased Dividends

J. FRONT RETAILING Co., Ltd. reported a significant increase in its consolidated financial performance for the fiscal year ending February 28, 2025, with notable growth in gross sales, sales revenue, and operating profit. The company also announced an increase in annual dividends, reflecting a strong financial position and commitment to returning value to shareholders.