Pan Pacific International Holdings (7532) AI Stock Analysis

• Market Cap: ¥3.06T
• Dividend Yield: 0.72%
• Average Volume (3M): 9.32M
• Price to Earnings (P/E): 29.5
• Beta (1Y): 0.55
• Revenue Growth: 6.23%
• EPS Growth: 16.45%
• Country: JP
• Employees: 17,168
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Discount Stores
• EPS (TTM): 9.53
• Shares Outstanding: 3,177,296,600
• 10 Day Avg. Volume: 8,783,960
• 30 Day Avg. Volume: 9,322,153
• PEG Ratio: 16.43
• Price to Book (P/B): 4.87
• Price to Sales (P/S): 1.32
• P/FCF Ratio: 31.74
• 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: ¥1,100.00
• Price Target Upside: 17.16% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 70 Outperform
• Price Target: ¥1,033.00 ▲(10.02% Upside)

Pan Pacific International Holdings demonstrates strong financial performance, which is the most significant factor in its overall score. However, technical indicators suggest neutral market sentiment, and the stock's high valuation limits its attractiveness. The absence of earnings call data and corporate events means these factors do not influence the score.

Positive Factors

Revenue Growth

Consistent revenue growth indicates the company's ability to expand its market presence and adapt to consumer demand, supporting long-term business sustainability.

Profitability Margins

Strong profitability margins reflect efficient cost management and operational effectiveness, enhancing the company's ability to reinvest in growth opportunities.

Cash Flow Generation

Robust cash flow generation supports ongoing investments, debt servicing, and potential shareholder returns, contributing to financial stability.

Negative Factors

High Valuation

A high valuation may limit future stock price appreciation potential, as investors may be cautious about paying a premium for growth expectations.

Debt Levels

While manageable, maintaining or reducing debt levels is crucial to ensure financial flexibility and avoid potential constraints on future growth initiatives.

Limited Earnings Call Data

The absence of earnings call insights limits transparency into management's strategic priorities and future outlook, potentially affecting investor confidence.

Pan Pacific International Holdings Business Overview & Revenue Model

Company Description

Pan Pacific International Holdings (7532) is a diversified retail and distribution company based in Japan. The firm operates in various sectors, primarily focusing on the operation of convenience stores, supermarkets, and other retail formats. Its core products and services include groceries, daily necessities, and a wide range of consumer goods, catering to the needs of everyday shoppers across urban and suburban areas.

How the Company Makes Money

Pan Pacific International Holdings generates revenue primarily through the sale of consumer goods in its retail outlets, including convenience stores and supermarkets. The company benefits from a high volume of transactions driven by its extensive network of stores, which allows it to capture significant market share in the retail sector. Key revenue streams include direct sales from food and beverage products, household items, and seasonal merchandise. Additionally, the company may engage in partnerships with suppliers and manufacturers for exclusive products, enhancing its product offerings and driving customer traffic. Seasonal promotions and loyalty programs also contribute to increased sales, while operational efficiencies and cost management strategies help maintain healthy profit margins.

Pan Pacific International Holdings Financial Statement Overview

Summary

Pan Pacific International Holdings exhibits strong financial health with consistent revenue growth, effective cost management, and robust cash flow generation. The company has improved its leverage position and maintains high returns on equity, indicating efficient use of capital. Overall, the financial statements reflect a stable and growing business in the discount retail industry.

Income Statement

Pan Pacific International Holdings has demonstrated strong revenue growth with a TTM increase of 1.39% and consistent gross profit margins around 31-32%. The net profit margin is stable at approximately 4.17% TTM, indicating effective cost management. EBIT and EBITDA margins show healthy operational efficiency, with slight improvements over the years.

Balance Sheet

The company has improved its debt-to-equity ratio to 0.79 TTM, reflecting better leverage management compared to previous years. Return on equity remains robust at 16.33%, showcasing effective utilization of shareholder funds. The equity ratio indicates a stable financial structure with equity covering a significant portion of assets.

Cash Flow

Free cash flow has grown significantly by 54.72% TTM, indicating strong cash generation capabilities. The operating cash flow to net income ratio is solid, reflecting efficient cash conversion. The free cash flow to net income ratio also supports the company's ability to generate cash relative to its earnings.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	2.27T	2.25T	2.10T	1.94T	1.83T	1.71T
Gross Profit	721.97B	672.15B	662.90B	600.39B	543.39B	497.32B
EBITDA	196.07B	191.20B	183.72B	155.31B	137.76B	101.43B
Net Income	98.52B	90.51B	88.70B	66.17B	61.93B	53.73B
Balance Sheet
Total Assets	1.49T	1.51T	1.50T	1.48T	1.38T	1.37T
Cash, Cash Equivalents and Short-Term Investments	151.73B	171.96B	172.72B	242.09B	176.78B	157.52B
Total Debt	427.43B	442.59B	500.70B	612.72B	614.37B	555.63B
Total Liabilities	849.42B	886.98B	951.41B	1.02T	984.43B	931.49B
Stockholders Equity	616.18B	607.83B	537.94B	454.03B	392.49B	418.88B
Cash Flow
Free Cash Flow	104.15B	93.30B	55.96B	78.39B	44.42B	34.08B
Operating Cash Flow	143.83B	131.97B	150.55B	137.96B	95.14B	79.05B
Investing Cash Flow	-58.81B	-54.96B	-94.73B	-62.00B	-44.76B	-78.04B
Financing Cash Flow	-100.83B	-82.03B	-129.94B	-18.22B	-53.85B	-28.95B

Pan Pacific International Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 938.90
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7532, the sentiment is Positive. The current price of 938.9 is below the 20-day moving average (MA) of 946.58, below the 50-day MA of 949.42, and below the 200-day MA of 946.05, indicating a bullish trend. The MACD of 3.20 indicates Negative momentum. The RSI at 56.84 is Neutral, neither overbought nor oversold. The STOCH value of 64.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7532.

Pan Pacific International Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
7646	73 Outperform	¥14.33B	9.59	―	4.03%	-0.83%	367.39%
7532	70 Outperform	¥3.06T	29.52	16.37%	0.72%	6.23%	16.45%
141A	69 Neutral	¥328.58B	43.06	―	0.60%	―	―
8203	66 Neutral	¥26.26B	9.03	―	2.92%	6.70%	7.79%
3080	64 Neutral	¥9.84B	52.38	―	1.69%	-1.36%	-63.23%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
2722	61 Neutral	¥3.07B	10.17	―	2.05%	10.41%	-13.14%

Pan Pacific International Holdings Corporate Events

Pan Pacific International Holdings Reports Strong Sales Growth and Expansion

Pan Pacific International Holdings reported year-over-year growth in sales and customer traffic across its domestic retail and discount store segments. The company effectively captured demand for seasonal items such as winter apparel and home appliances, contributing to strong sales performance. Additionally, strategic reinforcement of character merchandise and promotional efforts in categories like meat and daily essentials bolstered overall sales. The opening of new stores, such as Kirakira Donki Ebina ViNAWALK, further supports the company’s expansion and market positioning.

Pan Pacific International Holdings Reports Q1 2025 Financial Results and Positive Outlook

Pan Pacific International Holdings reported its consolidated financial results for the first quarter ending September 30, 2025, showing a 4.1% increase in net sales compared to the previous year. The company also announced a stock split and provided forecasts for the fiscal year ending June 30, 2026, with expectations of continued growth in net sales and profits, reflecting a positive outlook for stakeholders.

Pan Pacific International Holdings Reports Sales Growth Amid Strategic Expansions

Pan Pacific International Holdings reported growth in year-over-year sales across its domestic retail and discount store segments, despite a minor setback from having one fewer Sunday in the reporting period. The company saw strong performance in character-themed merchandise and health-related products, reflecting consumer interest in wellness and social media trends. Additionally, the UNY business celebrated its 55th anniversary with successful promotions that boosted sales in various categories, including prepared foods and electronics. The opening of new Don Quijote stores in October is expected to further strengthen the company’s market presence.

Pan Pacific International Holdings Enhances Governance with New Committees

Pan Pacific International Holdings Corporation has announced the establishment of two new advisory committees, the Nomination Committee and the Compensation Committee, to enhance its corporate governance framework. These committees aim to improve fairness and transparency in the evaluation and decision-making processes related to the nomination and compensation of directors and officers, with a majority of members being Independent Outside Directors.

Pan Pacific International Holdings Reports Steady Sales Growth Amid Changing Consumer Trends

Pan Pacific International Holdings reported a year-over-year sales growth across its domestic retail business, despite a temporary dip in August due to a decline in demand for disaster preparedness items. The company effectively capitalized on changing consumer behaviors, particularly during extreme heat, by boosting sales of indoor-related items like moisture-absorbing blankets and skincare products. Additionally, the UNY business saw strong sales driven by family homecomings during summer holidays, with increased demand for fresh meat, sashimi, and desserts, alongside expanded assortments of various goods.