Komori
J

J.FRONT RETAILING Co.,Ltd.

3086RetailLarge cap
2,747JPY+3.7%
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Price history
¥2,747Latest+194.7%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

J. FRONT RETAILING is a corporate group centered on its core businesses of department stores in Japan and the development and operation of shopping centers, while also operating developer and payments and financial services businesses. Interim-period results comprise 4 segments: department stores, shopping centers, developer operations, and payments and financial services, with revenue and profit disclosed for each. To realize its vision of a “value co-creation retailer,” the group is pursuing “deepening the retail business,” “advancing group synergies,” and “strengthening the group management platform” as the final stage of its Medium-Term Management Plan for fiscal years 2024–2026.

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Key numbersShowing 8 of 20
PER
78.67How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.8How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.3%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥763bnShare price × number of shares. The value of the entire company.
Equity ratio
35.7%The proportion of assets funded by money that does not have to be repaid.
Operating margin
13.3%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
4.4%The average annual growth in sales over the past three years.
What to watch next
HAERA, a new commercial facility in Nagoya Sakae, scheduled to open in June 2026, and confirmation of its contribution to visitor traffic and sales through surrounding-area circulation initiatives
June to July 2026 (monthly figures after opening)Impact MediumLikelihood Medium
Monetization of the Shinsaibashi project, a mixed-use commercial facility development, and the major refurbishment of Daimaru Umeda and renovation of Daimaru Ashiya (tenant rents, sales and profitability)
Scheduled for completion in April 2026 through the second half of 2026Impact HighLikelihood Medium
Confirmation of improved purchase conversion and turnover as the MEGRUS resale business expands its store network, opening locations successively in department stores and PARCO stores.
Second half of 2026 to 2027 (KPI trends as the rollout continues)Impact MediumLikelihood Medium
Digital revenue gaining traction through new PARCO GAMES releases, including the launch of Finding Polka and the announcement of DEPERSON Publishing.
From October 2026 onward (incorporation of sales and publishing results)Impact MediumLikelihood Low
Continued decline in interest-bearing debt and financial capacity for refurbishments and development, supported by improved FCF
FY2026 full-year results and interim resultsImpact HighLikelihood Medium
What to watch next
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Who owns itTop holders total 47.5%
Listed holders 47.5%Everyone else 52.5%
The Master Trust Bank of Japan, Ltd. (Trust Account)15.51%
Custody Bank of Japan, Ltd. (Trust Account).7.67%
Treasury Shares7.50%
Nippon Life Insurance Company3.93%
J.P. Morgan Securities Co., Ltd.2.52%
J. Front Retailing Kyoei Employees’ Shareholding Association2.44%
Mizuho Securities Co., Ltd.2.08%
J.P. Morgan Securities plc1.52%
3 other listed holders4.31%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)15.51
Custody Bank of Japan, Ltd. (Trust Account).7.67
Treasury Shares7.50
Nippon Life Insurance Company3.93
J.P. Morgan Securities Co., Ltd.2.52
J. Front Retailing Kyoei Employees’ Shareholding Association2.44
Mizuho Securities Co., Ltd.2.08
J.P. Morgan Securities plc1.52
3 other listed holders4.31
This company's documents
Timely disclosures
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