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RYRYKKF

Ryohin Keikaku Co., Ltd.

$RYKKF·$7.1B·Department Stores·Consumer Cyclical
$26.710.0%YTD+25.9%1Y+12.5%
Mentions · last 7 days
2026-08-17: 0 posts2026-08-18: 0 posts2026-08-19: 0 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts0
Price updated 3d ago·X counts updated 11h ago
RYRYKKF
$RYKKFRyohin Keikaku Co., Ltd.
$26.710.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $RYKKF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-23

The move is getting stronger, with heavier trading behind it.

Ryohin Keikaku (MUJI parent) Q3 FY26 revenue JPY 252B +173% YoY — Japanese lifestyle-retail compounder at PE 32x.

Ryohin Keikaku Co. (parent of MUJI) is a Japanese lifestyle-retail chain (apparel, home goods, food). The setup is: strong quarterly acceleration (with data note on the +173% figure), elevated multiple against forward-EPS trajectory, tape at 52-week highs.

  • Quarterly cadence: Q3 FY26 (May-end) revenue JPY 252.5B (+173% YoY — outsized figure likely reflecting a reporting-basis change or Chinese consolidation), Q2 FY26 JPY 210.9B (+14.4% YoY, EPS ¥23.48), Q1 FY26 JPY 227.8B (+39.8% YoY, EPS ¥41.48). The Q3 outsized figure is a data-note concern; the more-consistent YoY growth is in the 15-40% range. Analyst models: FY26 revenue JPY 890B with EPS ¥124.07, FY27 JPY 980B EPS ¥137.63, FY28 JPY 1.06T EPS ¥156.01 (~26% growth to FY28).
  • At $26.71 (US pink-sheet ADR) and PE 32.3x TTM, the multiple is elevated for a lifestyle-retail compounder with 9.8% operating margin, 52% gross margin, D/E 0.27, and TTM P/S 1.13x on $7.11B market cap.
  • No news items in the bundle. No specific insider events.
  • Structural: high float bucket, no volume-multiplier data, price at 97th percentile of the 52-week range (near-all-time high), T12M +12% — the tape has re-rated modestly against the ADR flow.
  • The specific risk vector is a Chinese consumer slowdown affecting MUJI's China business or a specific Japanese domestic-retail softness; the specific upside vector is continued Chinese and Japanese lifestyle-retail expansion.

The October 8 next earnings ($0.12 consensus in US ADR terms) is the near-term data point — revenue vs the FY26 JPY 890B model, comparable-store sales, China vs Japan segment mix, gross-margin trajectory, and any FY27 preliminary color drive the next leg. The reported quarterly figures include some data-basis anomalies that require verification against actual filings.

Differs from X sentimentNo X sentiment bundle was supplied for this ticker (thin English-language coverage for the Japanese pink-sheet ADR). Verdict is anchored on the multi-quarter revenue trajectory (with data-note caveats on the +173% Q3 figure), the analyst-model FY28 EPS ¥156 trajectory, and the tape at 97th percentile.

What to watch: October 8 next earnings — revenue vs the FY26 JPY 890B model, comparable-store sales, China vs Japan segment mix, gross-margin trajectory, and any FY27 preliminary color.

On the calendar: 2026-10-08 — Q4 FY26 earnings

financial data anomaly

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What it does

Plain-English summary of the business — what they sell and how they make money.

Operator of the MUJI retail brand, selling minimalist-design apparel, home goods, furniture, and food in Japan and internationally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Department Stores sits in its cycle right now — and what that implies for $RYKKF.

Department Stores · Consumer Cyclical

No material change from last week — Kohl's value and proprietary brands turnaround is the sole narrative here; consumer trade-down from premium department stores provides a modest structural tailwind, but the execution risk of the turnaround dominates over sector-level catalysts.

What this means for $RYKKF

Neutral — Operator of the MUJI retail brand, selling minimalist-design apparel, home goods, furniture, and food in Japan and internationally; limited read-through from department stores macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+5.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
52.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 10, 2026$0.29$0.26+9.5%
Q1 2026Apr 10, 2026$0.15$0.12+21.3%
Q4 2025Jan 14, 2026$0.27$0.20+33.6%
Q3 2025Oct 10, 2025$0.09$0.07+31.3%
Next earningsThu, Oct 8·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$252.5B+17299.0%52.8%14.2%$46.25—
Q2 FY26$210.9B+14.4%52.1%7.9%$23.48$0
Q1 FY26$227.8B+39.8%52.6%12.4%$41.48$0
Q4 FY25$193.5B+32.9%51.8%7.5%$13.68$0

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$890.2B$853.0B – $906.3B$124.07$117.88 – $127.3316
FY27$979.8B$945.2B – $1.00T$137.63$130.77 – $141.2516
FY28$1.06T$1.02T – $1.08T$156.01$148.23 – $160.1114
FY29$1.12T$1.07T – $1.14T$159.86$151.90 – $164.0715
FY30$1.17T$1.13T – $1.19T$169.23$160.80 – $173.6915

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.97%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+20.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 240.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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Voices on X · last 7 days

No standout posts about $RYKKF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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