Komori
J.Front Retailing (3086) · TargetReframed

¥80 Billion in Consolidated Operating Profit, 10% ROE and Business Portfolio Reconfiguration in FY2030

First written in FY2021. 4 of 6 entries say "Reframed", first in FY2025. Latest entry: 2026-10-15.

6entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021 – FY2023ReframedFY2025 – 2026-10-152021: 120212022: 020222023: 120232024: 020242025: 120252026: 32026
Same theme, other companies
Operating Profit and ROE Targets in Medium-Term Management PlansA theme 54 companies write about · 2 as a headwind · 55 as a tailwind

J.Front Retailing moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2021: 5 of 22 companies on the "Worse" side.

4 other companies' latest entry also says "Reframed".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 54 companies compared. The sentences above are computed from all 54.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15Reframedfinance.biggo.jp

    「キャピタルアロケーションについては、足元のROEが6.9%にとどまっていることを踏まえ、「まずはROE8%の早期達成を最優先に進める」と明言。」

    ROE10%を見据える従来の方向性に対し、まずROE8%の早期達成を優先する段階的な進め方が示された。
  2. FY2027-H1ReframedAnnual report

    「Against this backdrop, the Company is concentrating on “deepening the retail business,” “advancing group synergies,” and “strengthening the Group’s management platform” as the final stage of the FY2024–FY2026 Medium-Term Management Plan, which it positions as a “period of transformation” toward achieving the Group’s future vision of a “value co-creation retailer.”」

    With its future vision for 2030 in view, the Company positioned the FY2024–FY2026 Medium-Term Management Plan as the final stage of its “period of transformation” and placed its three priority areas for achieving a value co-creation retailer at the forefront.
  3. 2026-10-13ReframedResults presentation

    「ROE10%を見据え、まずはROE8%の早期達成を最優先」

    長期的なROE10%を維持しつつ、次期計画ではROE8%の早期達成を当面の優先目標として示した。
  4. FY2025ReframedAnnual report

    「As the future vision the Company aims to achieve in 2030, it set out its transformation into a “value co-creation retailer” that, centred on its retail business, continues to provide three forms of co-created value.」

    Regarding its long-term targets for 2030, in addition to the previous numerical targets of ¥80.0 billion in operating profit and 10% ROE, the Company placed greater emphasis on a qualitative future vision of transforming into a value co-creation retailer that provides co-created value through inspiration, shared prosperity with local communities, and coexistence with the environment.
  5. FY2023RestatedAnnual report

    「To make these objectives a reality, the Company will maximise the use of its management resources, including its store assets, relationships with customers, local communities and business partners, and business expertise. It will work on medium- to long-term management strategies and the development of the next Medium-Term Management Plan aimed at “regrowth,” including transforming the business models of existing businesses, growing businesses in non-commercial fields, and creating new businesses.」

    The Company reaffirmed its direction toward regrowth through the reconfiguration of its business portfolio with 2030 in view, transformation of existing businesses, growth in non-commercial fields, and creation of new businesses.
  6. FY2021First statedAnnual report

    「From fiscal 2024 onward, the Company aims to achieve consolidated operating profit of ¥80.0 billion and ROE of 10% in fiscal 2030 through annualised profit growth of more than 10%. In its 2030 business portfolio, the Company aims to raise the share of consolidated operating profit contributed by the developer business and the payments and financial services businesses, among others, from 20% in fiscal 2019 to 40%.」

    The Company first explicitly stated its long-term targets of annualised profit growth of more than 10% from fiscal 2024 onward, operating profit of ¥80.0 billion and ROE of 10% in fiscal 2030, and doubling the profit share of the developer business and the payments and financial services businesses, among others.
Moved together

"Risks from Economic Conditions, Consumer Trends and Shifts in Retail Competition" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222★123
  1. ★This thread
  2. 1Risks from Economic Conditions, Consumer Trends and Shifts in Retail Competition2×
  3. 2Business Rationalization Costs from Store Rebuilding and Closures2×
  4. 3Uncertainty in Foreign Customer Markets2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
J.Front Retailing's next results are scheduled for 2026-10-13. Read the earnings preview It last moved in the Results presentation of 2026-10-13: "Reframed".