Ryohin Keikaku 2026 autumn/winter product exhibition: Enhancing value communication and the procurement structure to expand profitable customer support

Research evidence excerpt

Ryohin Keikaku 2026 autumn/winter product exhibition: Enhancing value communication and the procurement structure to expand profitable customer support

Global Research

31 July 2026ab

Ryohin Keikaku Equities

Japan2026 autumn/winter product exhibition:

Enhancing value communication and the Retailers, Broadline

12-month rating Buyprocurement structure to expand profitable

customer support 12m price target ¥4,600.0

Price (30 Jul 2026) ¥4,224

Summary RIC: 7453.T BBG: 7453 JP

The company held its 2026 autumn/winter product exhibition from 10:00AM Japan Trading data and key metrics

time on 30 July, with Michiko Suzuki, executive officer in charge of the foods 52-wk range ¥4,414-2,657

department, Asako Shimazaki, senior executive officer of the household goods Market cap. ¥2,241b/US$13.7b

department, and Yoji Saito, executive officer in charge of apparel and miscellaneous Shares o/s 530m (ORD)

goods, as speakers.

Free float 88%

Avg. daily volume ('000) 4,351

The overall picture

Avg. daily value (m) ¥16,461.5

In the retail sector generally, there is concern about the impact on earnings of higher

Common s/h equity (08/26E) ¥383b

procurement costs, including effects from raw materials and component prices. An

P/BV (08/26E) 5.8x

important management issue for individual companies has become securing gross profit

Net debt to EBITDA (08/26E) NM

margins through coordination of product planning and development, sales promotion,

and store operations. President and representative director Satoshi Shimizu indicated at EPS (reported, basic) (¥)

the FY8/26 Q3 earnings briefing that again in FY8/27 the company’s policy will be to UBS Cons.

maintain the gross profit margin at the year-before level, based on results from its own 08/26E 131.9 122.4

efforts.