Friday 6 November 2026
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Tokyo Lifestyle Co., Ltd.
TKLF Consumer Cyclical Specialty Retail
Tokyo Lifestyle Co., Ltd.’s revenue for fiscal 2026 (year ended March 2026) was $373.2 million, up 77.6% from fiscal 2025.
1.40
0.03
+2.19%
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Analyst price targets
Free accountTen years at a glance Fiscal years to March
| Ten-year view | Analyst estimates Powerpack | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group | Line | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Trend | 10 yrs | 2027e | 2028e | 2029e | Next 3/yr |
| Income, $m | |||||||||||||||||
| Income, $m | Revenue | — | — | 96 | 140 | 222 | 235 | 170 | 196 | 210 | 373 | +21.3% | — | — | — | — | |
| Gross margin, % | — | — | 19.77 | 19.69 | 18.04 | 18.62 | 17.34 | 11.95 | 11.38 | 7.53 | (12.2) pt | ||||||
| EBT | — | — | 5 | 8 | 9 | 6 | (7) | 8 | 5 | 4 | (5.1%) | ||||||
| EBT margin, % | — | — | 5.60 | 5.41 | 3.99 | 2.62 | (4.32) | 4.06 | 2.26 | 1.01 | (4.6) pt | ||||||
| Net income | — | 0 | 3 | 5 | 6 | 4 | (8) | 7 | 7 | 1 | n/m | ||||||
| Per share, $ | |||||||||||||||||
| Per share, $ | Revenue | — | — | 3.61 | 5.23 | 82.39 | 71.84 | 46.82 | 52.52 | 49.74 | 88.17 | +57.9% | |||||
| Earnings | — | — | 0.12 | 0.18 | 2.05 | 1.20 | (2.20) | 2.00 | 1.57 | 0.15 | +3.6% | ||||||
| Cash flow | — | — | (0.58) | (0.29) | (1.26) | (2.14) | (7.10) | 0.51 | (0.14) | (2.43) | +22.6% | ||||||
| Capex | — | — | 0.00 | 0.00 | (0.93) | (0.91) | (0.26) | 0.58 | (0.23) | 1.58 | n/m | ||||||
| Free cash flow | — | — | (0.58) | (0.29) | (2.19) | (3.05) | (7.36) | 1.10 | (0.37) | (0.86) | +5.6% | ||||||
| Book value | — | — | 0.40 | 0.60 | 8.27 | 13.60 | 8.08 | 9.67 | 10.18 | 9.73 | +57.6% | ||||||
| Shares, m | — | — | 27 | 27 | 3 | 3 | 4 | 4 | 4 | 4 | (23.1%) | ||||||
| Valuation, × | |||||||||||||||||
| Valuation, × | P/E | — | — | 864.86 | 864.86 | 864.86 | 78.52 | 36.30 | 9.26 | 12.37 | 7.89 | 342.4 | |||||
| P/S | — | — | 20.81 | 20.81 | 20.81 | 1.29 | 0.60 | 0.15 | 0.20 | 0.13 | 8.1 | ||||||
| P/B | — | — | 333.87 | 333.87 | 333.87 | 13.55 | 9.15 | 1.90 | 2.12 | 1.41 | 128.7 | ||||||
| EV/Sales | — | — | 20.99 | 20.99 | 20.99 | 1.39 | 0.76 | 0.28 | 0.34 | 0.27 | 8.3 | ||||||
| EV/FCF | — | — | (255.56) | (255.56) | (255.56) | (13.23) | (3.97) | (3.09) | 44.60 | (7.48) | (93.7) | ||||||
| Cash, $m | |||||||||||||||||
| Cash, $m | Operating cash flow | — | — | (16) | (8) | (3) | (7) | (26) | 2 | (1) | (10) | (5.8%) | |||||
| Capex | — | — | (2) | (3) | (3) | (3) | (1) | 2 | (1) | 7 | n/m | ||||||
| Free cash flow | — | — | (16) | (8) | (6) | (10) | (27) | 4 | (2) | (4) | (18.8%) | ||||||
| Balance, $m | |||||||||||||||||
| Balance, $m | Working capital | — | — | 8 | 6 | 14 | 45 | 9 | 29 | 36 | 51 | +31.1% | |||||
| Net debt | — | — | 48 | 62 | 56 | 45 | 73 | 58 | 60 | 62 | +3.6% | ||||||
| Shareholders’ equity | — | — | 11 | 16 | 22 | 44 | 29 | 36 | 43 | 41 | +21.1% | ||||||
| Returns, % | |||||||||||||||||
| Returns, % | ROA | — | — | 9.68 | 6.16 | 5.37 | 3.26 | (5.87) | 5.18 | 4.43 | 0.37 | (9.3) pt | |||||
| ROIC | — | — | 0.00 | 0.00 | 8.49 | 5.08 | 0.51 | 3.82 | 2.85 | 1.96 | +2.0 pt | ||||||
| ROE | — | — | 24.02 | 36.69 | 28.92 | 11.77 | (21.83) | 22.90 | 16.79 | 1.70 | (22.3) pt | ||||||
| People | |||||||||||||||||
| People | Employees | — | — | — | — | — | 70 | 135 | 140 | 140 | 160 | +23.0% | |||||
| Revenue/emp, $m | — | — | 0.00 | 0.00 | 0.00 | 3.35 | 1.26 | 1.40 | 1.50 | 2.33 | n/m | ||||||
Negative figures in brackets.
estimates
Fiscal years to Mar 2026 · latest quarter Sep 2020 · fundamentals updated 26 Oct 2026
Tokyo Lifestyle Co., Ltd. vs peers in Specialty Retail (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| SPWH Sportsman's Warehouse Holdings, Inc. | $43.1M | — (loss-making) | — (loss-making) | +0.57% (above 0%: growing) | n/m | +54.22% (above 0%: growing) | 32.48% | (0.38%) | Compare |
| JBDI JBDI Holdings Limited | $20.1M | — | — | — | — | +82.28% (above 0%: growing) | — | — | Compare |
| RECT Rectitude Holdings Ltd. | $19.7M | — | — | — | — | −160.94% (below 0%: shrinking) | — | — | Compare |
| TLF Tandy Leather Factory, Inc. | $17.4M | — (loss-making) | — | +1.52% (above 0%: growing) | n/m | −120.94% (below 0%: shrinking) | 64.81% | 3.01% | Compare |
| TKLF Tokyo Lifestyle Co., Ltd. | $5.9M | 5.2× | — | +32.52% (above 0%: growing) | −83.33% (below 0%: shrinking) | −188.65% (below 0%: shrinking) | 17.85% | 0.00% | |
| CGTL Creative Global Technology Holdings Limited | $4.3M | — | — | — | — | +134.20% (above 0%: growing) | — | — | Compare |
| BQ Boqii Holding Limited Sponsored ADR | $3.5M | — (loss-making) | — (loss-making) | +32.06% (above 0%: growing) | n/m | — | 20.02% | 0.00% | Compare |
| NVVE Nuvve Holding Corp. | $1.7M | — (loss-making) | — (loss-making) | +268.38% (above 0%: growing) | n/m | +33.08% (above 0%: growing) | 2.59% | (607.17%) | Compare |
| LESLQ Leslie's, Inc. | $960.0K | — (loss-making) | — (loss-making) | −8.36% (below 0%: shrinking) | +112.50% (above 0%: growing) | −8.44% (below 0%: shrinking) | 36.45% | 13.41% | Compare |
| Median of peers | $10.9M | — | — | +1.52% | — | +33.08% | 32.48% | 0.00% |