Tokyo Lifestyle Co., Ltd. (TKLF) operates as a retailer and wholesaler, distributing a wide array of beauty, health, and general merchandise. Its ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
EPS $1.70 · Revenue $372.88M
$0.24 per share
$0.24 per share
EPS $-2.00 · Revenue $190.42M
EPS $15.70 · Revenue $210.12M
EPS $3.20 · Revenue $98.00M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $372.9M | +77.5% | -4.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $716076 | -89.2% | +282.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +7.5% | -33.8% | -18.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +0.9% | -61.6% | -111.9% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +0.2% | -93.9% | +291.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-10.6M | -547.7% | +71.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -2.8% | -265.0% | +69.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 183.0% | +10.2% | -5.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.30x | -3.6% | +4.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $234.6M | +48.6% | +18.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | — | — | — | — |
| Revenue Surprise | — | — | $182.2M vs $190.4M | -4.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Kanayama Mei | director, 10 percent owner, officer: Representative Director (PEO) | American depositary shares | A | 7,000 | $1.80 |
| Aug 24, 2026 | Kanayama Mei | director, 10 percent owner, officer: Representative Director (PEO) | American depositary shares | A | 2,800 | $1.80 |
| Jun 26, 2026 | Nakamura Yoshie | officer | — | — | 0 | — |
| Jun 26, 2026 | Kotajima Akira | officer | — | — | 0 | — |
| May 11, 2026 | Kanayama Mei | director, 10 percent owner, officer: Representative Director (PEO) | American depositary shares | A | 20,010 | $2.25 |
Operator: Good day, ladies and gentlemen. Thank you for standing by, and welcome to Tokyo Lifestyle's fiscal year 2026 earnings conference call. During today's presentation, all parties will be in a listen-only mode. This conference is being recorded today, Friday, July 10th, 2026. If you have any objections, you may disconnect at this time. Joining us today from Tokyo Lifestyle is the company's representative, Cissy Wang. Before we continue, I would like to remind you that some information discussed on this call will contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements involve known and unknown risks and uncertainties. The company undertakes no obligation to update forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although the company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct. The company cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results in the company's annual report on Form 20-F and in its other filings with the SEC. With that, I will now turn the call over to Ms. Cissy Wang, the company's representative. Please go ahead. Cissy Wang: Thank you, operator, and thank you all for joining Tokyo Lifestyle's fiscal year 2026 earnings conference call today. On today's call, I will provide an overview of our performance for the fiscal year ended March 31st, 2026, followed by a detailed review of our financial results. Fiscal year 2026 was a year of strong execution across our business, delivering robust revenue growth in all of our core operating channels. Our directly operated stores, franchise network, and wholesale operations each achieved a double-digit growth, demonstrating the effectiveness of our strategy to diversify our portfolio value, broaden our customer base, and accelerate global market expansion. This result further validates our transformation from a traditional retailer into a diversified consumer lifestyle platform, integrating retail, franchise, wholesale, and luxury goods businesses to create sustainable long-term value. During the year, we continued advancing our asset-light growth strategy by expanding our franchise and wholesale operations with a particular focus on the high-end merchandise segment, while these channels generally generate lower gross margin than our directly operated store. They required significantly less capital investment and operating expense, allowing us to scale more efficiently and generate attractive long-term returns. As a result, the change in our revenue mix reflects a deliberate …
| Name | Title | Gender | Year Born | Status |
|---|---|---|---|---|
Mei Kanayama | President, Chief Executive Officer & Representative Director | Male | 1981 | Active |
Youichiro Haga | Principal Accounting & Financial Officer, Corporation Officer and Director | Male | 1966 | Active |
NEW YORK, Aug 18, 2026 - (ACN Newswire) - Broad Investment Securities LLC, a U.S. SEC-registered investment adviser, has issued an independent fundamental resea
Tokyo Lifestyle Co., Ltd. (TKLF) Q4 2026 Earnings Call Prepared Remarks Transcript
TOKYO, July 10, 2026 /PRNewswire/ -- Tokyo Lifestyle Co., Ltd. ("Tokyo Lifestyle" or the "Company") (Nasdaq: TKLF), a retailer and wholesaler of Japanese beauty and health products, sundry products, luxury products, electronic products, collectible cards, trendy toys as well as other products in Hong Kong, Japan, North America, Thailand, Vietnam, the United Kingdom and Australia, today announced its financial results for the fiscal year ended March 31, 2026 ("fiscal year 2026").
Earnings Call Scheduled at 8:30 am U.S. Eastern Time on July 10, 2026 Tokyo, Japan, July 08, 2026 (GLOBE NEWSWIRE) -- Tokyo Lifestyle Co., Ltd. (“Tokyo Lifestyle” or the “Company”) (Nasdaq: TKLF), a retailer and wholesaler of Japanese beauty and health products, sundry products, luxury products, electronic products, collectible cards, trendy toys as well as other products in Hong Kong, Japan, North America, Thailand, Vietnam, the United Kingdom and Australia, today announced that it will release its financial results for the fiscal year ended March 31, 2026 before the U.S. market opens on Friday, July 10, 2026.
Tokyo, Japan, June 10, 2026 (GLOBE NEWSWIRE) -- Tokyo Lifestyle Co. , Ltd. ("Tokyo Lifestyle" or the "Company") (Nasdaq: TKLF), a retailer and wholesaler of Japanese beauty and health products, sundry products, luxury products, electronic products, collectible cards, trendy toys as well as other products in Hong Kong, Japan, North America, Thailand, Vietnam, the United Kingdom and Australia, today announced that it entered into a strategic franchise agreement (the "Agreement") on March 30, 2026, with FLUSH Co.
