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SGSGLOF

Food & Life Companies Ltd.

$SGLOF·$7.7B·Restaurants·Consumer Cyclical
$33.850.0%1Y+279.9%
Mentions · last 7 days
2026-08-05: 0 posts2026-08-06: 0 posts2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts0
Price updated 7h ago·X counts updated 1d ago
SGSGLOF
$SGLOFFood & Life Companies Ltd.
$33.850.00%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 $SGLOF, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-11

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

Food & Life Companies (Sushiro operator) up 280% t12m — extreme parabola on Q2 execution.

Food & Life Companies operates the Sushiro conveyor-belt sushi restaurant chain in Japan plus international expansion — one of the largest Japanese sushi restaurant chains with a technology-enabled ordering model.

  • Q2 revenue was ¥132.4B (~$890M), +26.4% YoY (real growth) and +7.8% sequentially — meaningful acceleration; gross margin 49%, operating margin 11%, ROIC 9%, ROE 28%, D/E 1.97 (high — retail-real-estate leverage), FCF yield 3.9%.
  • Q2 print (Aug 7) beat by 13.1%, extending a cadence of +13%, +15%, +20%, -1% — three of four quarters were solid beats.
  • Fundamentals: PE 44.6 (rich — reflects growth premium), PS 2.69.
  • Structural: sitting at essentially 52-week high (1.0), +77% above the 50-day and +195% above the 200-day MA — extraordinary parabolic re-rating.
  • Analyst outlook: FY2026 (Sep year-end) EPS ¥145 (~$0.97 per ADR), FY2027 ¥172 (+19%) — meaningful growth expected.
  • Beta 0.54 — moderate-defensive.

Japanese sushi restaurant chain with extraordinary parabolic tape and real Q2 acceleration — the setup benefits from continued Japan tourism strength (foreign visitors love conveyor sushi) + international expansion; the multiple is priced for continued momentum.

What to watch: Nov 6 Q4 fiscal print — same-store sales trajectory and international unit expansion.

On the calendar: Q4 fiscal earnings 2026-11-06

Read the AI verdict + X sentiment for $SGLOF

  • 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.

Japan's largest sushi restaurant operator running the Sushiro conveyor-belt chain and other Japanese dining brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $SGLOF.

Restaurants · Consumer Cyclical

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

Industry benchmark

22-name peer basket
+21.4%YTD
-3.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
44.6How 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
8.8%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
9.3%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
4.0%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
2.7Same 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
28.2%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
48.5%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
2.0Total 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 2026Aug 7, 2026$0.24$0.21+13.1%
Q1 2026May 8, 2026$0.26$0.22+14.8%
Q4 2025Feb 6, 2026$0.24$0.20+19.5%
Q3 2025Nov 7, 2025$0.14$0.15-1.1%
Next earningsFri, Nov 6·consensus EPS $0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$132.4B+26.4%48.7%11.1%$40.74$18.2B
Q1 FY26$122.8B+20.5%48.9%10.9%$37.74$8.6B
Q4 FY25$-46.97T-48787.7%57.3%9.4%$21.79$12.7B
Q3 FY25$109.3B+23.3%56.1%8.8%$27.41$82.1M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$534.4B$504.1B – $549.2B$144.51$129.66 – $152.5513
FY27$614.1B$553.6B – $648.4B$172.36$154.64 – $181.9513
FY28$695.6B$640.6B – $725.3B$203.69$182.75 – $215.025
FY29$813.4B$749.1B – $848.2B$239.38$214.78 – $252.709
FY30$899.9B$828.8B – $938.4B$267.89$240.35 – $282.7912

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.100%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.+64.1%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.+185.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 208.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.β0.545-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.

More in Restaurants

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

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

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