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Ministop Co., Ltd. (JP:9946)
:9946
Japanese Market
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Ministop Co., Ltd. (9946) AI Stock Analysis

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JP:9946

Ministop Co., Ltd.

(9946)

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Neutral 50 (OpenAI - 5.2)
Rating:50Neutral
Price Target:
¥1,850.00
▼(-14.15% Downside)
Action:Reiterated
Date:08/04/26
The score is held back primarily by weak financial performance (continued operating and net losses, declining equity, and negative free cash flow) despite improving revenue and low leverage. Technicals contribute a small positive tilt (neutral RSI and positive MACD, with price above shorter-term moving averages), but valuation remains challenged due to losses and only a modest dividend yield.
Positive Factors
Low Leverage / Conservative Balance Sheet
Ministop's very low debt ratios provide durable financial flexibility and lower solvency risk, allowing management to prioritize operational turnaround, invest in store upgrades or restructuring, and withstand cyclical retail shocks without immediate refinancing pressure that could hamper long-term recovery.
Negative Factors
Persistent Operating and Net Losses
Recurring operating and net losses across recent years reflect structural profitability issues: cost base, store economics or impairment impacts have not been resolved. Continued losses erode retained earnings and make it harder to self-fund growth or absorb shocks, risking longer recovery timelines.
Read all positive and negative factors
Positive Factors
Negative Factors
Low Leverage / Conservative Balance Sheet
Ministop's very low debt ratios provide durable financial flexibility and lower solvency risk, allowing management to prioritize operational turnaround, invest in store upgrades or restructuring, and withstand cyclical retail shocks without immediate refinancing pressure that could hamper long-term recovery.
Read all positive factors

Ministop Co., Ltd. (9946) vs. iShares MSCI Japan ETF (EWJ)

Ministop Co., Ltd. Business Overview & Revenue Model

Company Description
MINISTOP Co., Ltd. engages in the development and franchising of convenience store chains under the MINISTOP brand name in Japan and internationally. MINISTOP Co., Ltd. was incorporated in 1980 and is headquartered in Chiba, Japan....
How the Company Makes Money
Ministop makes money primarily through its convenience store operations. Revenue is generated from retail sales to customers in MINISTOP stores, including packaged groceries, beverages, daily necessities, and prepared/ready-to-eat foods produced o...

Ministop Co., Ltd. Financial Statement Overview

Summary
Revenue has rebounded with ~10% growth in 2025 and 2026, but profitability is the major weakness: operating losses persist and net losses continued through 2024–2026 (2026 net income -5.63B on 91.79B revenue). Leverage is low, which reduces balance-sheet risk, yet equity has been declining (40.61B in 2023 to 26.46B in 2026) and free cash flow remains negative, signaling an incomplete turnaround.
Income Statement
34
Negative
Balance Sheet
63
Positive
Cash Flow
45
Neutral
BreakdownTTMFeb 2026Feb 2025Feb 2024Feb 2023Feb 2022
Income Statement
Total Revenue92.98B91.79B87.47B79.06B81.29B183.68B
Gross Profit38.00B38.75B37.68B37.42B36.93B49.70B
EBITDA-4.01B-1.99B-414.00M2.92B2.45B7.77B
Net Income-7.79B-5.63B-6.77B-468.00M12.83B-3.87B
Balance Sheet
Total Assets74.41B69.01B74.69B77.90B79.22B117.26B
Cash, Cash Equivalents and Short-Term Investments26.77B23.17B23.90B25.78B30.43B29.66B
Total Debt605.00M761.00M247.00M307.00M1.65B14.57B
Total Liabilities49.89B41.85B41.90B37.22B38.60B88.77B
Stockholders Equity23.85B26.46B32.51B39.64B40.61B28.45B
Cash Flow
Free Cash Flow0.00-374.00M-1.09B-2.28B-3.11B-7.24B
Operating Cash Flow0.001.79B1.94B585.00M-2.07B-3.62B
Investing Cash Flow0.00-947.00M-492.00M-6.62B5.09B22.09B
Financing Cash Flow0.00-774.00M-806.00M-1.96B-1.57B-4.86B

Ministop Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2155.00
Price Trends
50DMA
1825.78
Positive
100DMA
1839.07
Positive
200DMA
1934.98
Negative
Market Momentum
MACD
6.92
Negative
RSI
50.76
Neutral
STOCH
52.78
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9946, the sentiment is Neutral. The current price of 2155 is above the 20-day moving average (MA) of 1840.25, above the 50-day MA of 1825.78, and above the 200-day MA of 1934.98, indicating a neutral trend. The MACD of 6.92 indicates Negative momentum. The RSI at 50.76 is Neutral, neither overbought nor oversold. The STOCH value of 52.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:9946.

Ministop Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
62
Neutral
¥190.66B10.442.18%8.15%21.40%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
54
Neutral
¥117.65B33.961.84%5.18%6.61%
54
Neutral
¥175.88B24.801.44%-0.40%45.73%
52
Neutral
¥1.98B20.00-2.83%-60.22%
50
Neutral
¥54.36B-6.980.94%2.58%-34.49%
49
Neutral
¥170.42B-32.051.77%15.30%-594.22%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9946
Ministop Co., Ltd.
1,827.00
-228.70
-11.13%
JP:3222
United Super Markets Holdings, Inc.
799.00
-211.40
-20.92%
JP:7512
Aeon Hokkaido Corporation
817.00
-102.13
-11.11%
JP:7601
POPLAR Co., Ltd.
166.00
-19.00
-10.27%
JP:8278
Fuji Co., Ltd.
1,982.00
-72.65
-3.54%
JP:9956
Valor Holdings Co., Ltd.
3,170.00
380.57
13.64%

Ministop Co., Ltd. Corporate Events

Ministop Posts Quarterly Loss But Keeps Profit and Dividend Forecasts Intact
Jul 30, 2026
Ministop reported a 5.0% year-on-year rise in gross operating revenue to ¥24.9 billion for the three months ended May 31, 2026, but booked an operating loss of ¥2.0 billion and a net loss attributable to owners of parent of ¥2.3 bil...
Ministop’s Q1 Revenue Rises but Higher Costs Pressure Profitability
Jul 8, 2026
Ministop Co., Ltd., a Prime Market-listed convenience store operator, derives its core earnings from franchise fees, sales at directly managed stores, and product supply operations. The company’s financial management emphasizes monitoring co...
Ministop Posts Quarterly Loss Despite Revenue Growth, Keeps Dividend Plan Intact
Jul 8, 2026
Ministop reported gross operating revenue of ¥24.9 billion for the three months ended May 31, 2026, up 5.0% year on year, but posted an operating loss of ¥2.0 billion and a net loss attributable to owners of the parent of ¥2.3 billi...
Ministop Details Governance and Position Under Aeon’s Controlling Stake
May 25, 2026
Ministop Co., Ltd., a convenience and retail operator within Japan’s Aeon Group, benefits from the parent company’s large-scale purchasing power, private-brand development, and shared services, while retaining autonomy over daily opera...
Ministop Issues 20th Series of Stock Options to Align Director Pay With Performance
May 22, 2026
Ministop Co., Ltd., a Japanese convenience store chain listed on the Tokyo Prime Market, has approved the issuance of its 20th series of share acquisition rights as share compensation-type stock options for directors. The program is structured to ...
Ministop Narrows Losses and Targets Return to Profit in Fiscal 2027
May 7, 2026
Ministop Co., Ltd. reported a 4.9% year-on-year increase in gross operating revenue to ¥91.8 billion for the fiscal year ended February 28, 2026, but remained in the red, posting an operating loss of ¥3.6 billion and a net loss of ¥...
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: Aug 04, 2026