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RYRYKKY

Ryohin Keikaku Co., Ltd.

$RYKKY·$14B·Department Stores·Consumer Cyclical
$13.27-1.7%YTD+63.3%1Y+16.3%
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 posts0
Price updated 6h ago·X counts updated 4d ago
RYRYKKY
$RYKKYRyohin Keikaku Co., Ltd.
$13.27-1.65%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 $RYKKY, 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 2026-08-21

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

MUJI parent Q3 revenue up 21% with Zacks upgrade to Buy — Japanese lifestyle retailer up 63% year-to-date on continued global expansion.

Ryohin Keikaku is the Japanese parent of MUJI — the minimalist lifestyle retailer selling clothing, household goods, furniture, food, and adjacent services globally. The setup is a Japanese retail compounder catching international expansion plus continued domestic strength.

  • Q3 fiscal-2026 revenue was ¥253.5B, up 21% year-on-year, with 14% operating margin — the specific tell that both domestic Japan and international MUJI stores are contributing to the acceleration.
  • The pattern of the last four EPS surprises (+31%, +20%, +31%, +27%) is consistently positive with double-digit beats — sell-side is still catching up to the international expansion pace.
  • Zacks upgraded to Buy on May 28 — the sell-side recognition supports the tape re-rating narrative, and the June-onwards run confirms flow engagement.
  • Trades at 29.2x trailing earnings, 1.1x sales, and 6.5x EV/EBITDA with a 17.9% return on equity — reasonable multiples for a growing global-lifestyle retail brand, and the tape at 76% of 52-week range plus 22% above the 200-day trend shows real momentum.

What extends the move is Oct 9 Q4 confirming continued international store growth and specific same-store-sales metrics across regions. What breaks it is a Chinese-consumer softening headline, a specific store-productivity issue in a new market entry, or a Japanese-yen weakness pressuring translated foreign earnings; the operational cadence is strong and MUJI is a distinctive brand.

What to watch: Oct 9 fiscal-Q4 earnings — consensus $0.05749 EPS. Watch international store count growth, same-store-sales by region (Japan, Greater China, Southeast Asia, Europe), and gross-margin trend.

On the calendar: 2026-10-09 — Q4 earnings

Read the AI verdict + X sentiment for $RYKKY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

ADR for Ryohin Keikaku (MUJI), the Japanese retailer selling minimalist-design apparel, home goods, furniture, and food globally.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $RYKKY

Neutral — ADR for Ryohin Keikaku (MUJI), the Japanese retailer selling minimalist-design apparel, home goods, furniture, and food globally; limited read-through from department stores macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+4.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
29.2How 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
13.0%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
10.8%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
17.9%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
52.4%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
0.2Total 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$0.17$0.13+30.7%
Q1 2026Apr 15, 2026$0.07$0.06+20.2%
Q4 2025Jan 14, 2026$0.13$0.10+31.0%
Q3 2025Oct 10, 2025$0.04$0.04+26.8%
Next earningsFri, Oct 9·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$253.5B+21.3%52.8%14.2%$22.33—
Q2 FY26$211.2B+14.6%52.1%7.9%$11.56$0
Q1 FY26$228.2B+15.4%52.6%12.4%$20.78$0
Q4 FY25$193.5B+16.6%51.8%7.5%$6.84$0

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$894.6B$860.5B – $912.6B$62.35$60.75 – $63.958
FY27$984.7B$947.2B – $1.00T$69.15$67.58 – $70.968
FY28$1.07T$1.03T – $1.09T$78.45$74.57 – $80.506
FY29$1.12T$1.08T – $1.15T$80.51$76.52 – $82.617
FY30$1.18T$1.14T – $1.21T$85.37$81.14 – $87.617

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.0.2×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.71%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.+3.9%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.+19.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SEA (NYSE:SE) versus Ryohin Keikaku (OTCMKTS:RYKKY) Head to Head Surveydefenseworld.net·6d agoCritical Review: Etsy (NYSE:ETSY) versus Ryohin Keikaku (OTCMKTS:RYKKY)defenseworld.net·16d agoCritical Contrast: Amazon.com (NASDAQ:AMZN) and Ryohin Keikaku (OTCMKTS:RYKKY)defenseworld.net·20d agoRyohin Keikaku Co. Ltd. (RYKKY) Upgraded to Buy: Here's Whyzacks.com·91d ago

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Voices on X · last 7 days

No standout posts about $RYKKY 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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