Komori
K

KOHNAN SHOJI CO.,LTD.

7516RetailMid cap
4,650JPY+5.7%
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Price history
¥4,650Latest+40.1%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

コーナン商事’s principal businesses are retailing and the sale of building materials and other products, and the Group conducts its operations through its group companies, including affiliated companies. There were no significant changes in the Group’s businesses during the interim consolidated accounting period, and Alleanza Holdings Co.,Ltd. was newly included as an equity-method affiliate. While expanding its store network, the Group is implementing its Fourth Medium-Term Management Plan, which covers the fiscal years ending February 2026 through February 2028. The targets for the final year of the plan are net sales of ¥560 billion, operating income of ¥29 billion, and net income attributable to owners of the parent of ¥16.5 billion. The Group’s policy is to expand its sales scale, maintain high profitability, and strengthen its financial position. On 6 April 2026, the Group acquired 38.79% of the voting rights attached to the common shares and other securities of Alleanza Holdings Co.,Ltd., raising its voting-rights holding in the company to 49.4%, and accounted for the company as an equity-method affiliate from the same period. The deemed acquisition date was set as 1 March 2026. The results of the company and its consolidated subsidiaries from that date onward are included in "Gain on equity method investments" under non-operating income. During the interim consolidated accounting period, the Group opened 14 stores and closed 4 stores, bringing the total number of stores at the end of the period to 679. The interim accounting period of KOHNAN VIETNAM CO., LTD. runs from 1 January to 30 June 2026, and the number of stores as of the end of the period represents the number of stores operated by the company as of 30 June.

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Key numbersShowing 8 of 20
PER
24.23How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.9How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
3.7%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
¥161bnShare price × number of shares. The value of the entire company.
Equity ratio
33.2%The proportion of assets funded by money that does not have to be repaid.
Operating margin
6.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
8.3%The average annual growth in sales over the past three years.
What to watch next
アレンザホールディングスとの資本業務提携(PB相互供給)を通じたPB品揃え・調達/販売の拡張(持分法適用関連会社化含む)
2026年後半〜2027年に効果検証が進む可能性Impact HighLikelihood Medium
コーナンPROを中心とした新規出店(例:鹿児島県初出店など報道ベース)による販売機会の増加
今後四半期ごとに継続Impact MediumLikelihood High
EC×店舗戦略のKPI(EC化率5.5%〜10%等)達成状況の開示/改善
Second half of 2026 to 2027Impact MediumLikelihood Medium
自己株式取得の継続(資本効率・EPS下支え)と増配方針の持続
次回決算・取締役会/基準日に随時Impact MediumLikelihood High
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Who owns itTop holders total 49.1%
Listed holders 49.1%Everyone else 50.9%
The Master Trust Bank of Japan, Ltd. (Trust Account)9.83%
港南株式会社6.84%
Hikita Kozo (疋田 耕造)6.06%
Hikita Naotaro (疋田 直太郎)6.04%
コーナン商事取引先持株会4.32%
株式会社日本カストディ銀行 (Trust Account)3.92%
アイリスオーヤマ株式会社3.69%
Japan Custody Bank, Ltd. (Trust Account E)3.15%
2 other listed holders5.21%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)9.83
港南株式会社6.84
Hikita Kozo (疋田 耕造)6.06
Hikita Naotaro (疋田 直太郎)6.04
コーナン商事取引先持株会4.32
株式会社日本カストディ銀行 (Trust Account)3.92
アイリスオーヤマ株式会社3.69
Japan Custody Bank, Ltd. (Trust Account E)3.15
2 other listed holders5.21
This company's documents
Timely disclosures
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