J. Front Retailing Co Ltd
J. Front Retailing Co Ltd operates as a department store retailer in Japan, generating revenue primarily through the sale of apparel, cosmetics, and general merchandise.
Business. J. Front Retailing Co Ltd (3086.T) is a Japanese department store operator headquartered in Japan. The company is primarily listed on the Tokyo Stock Exchange. It operates within the Consumer Cyclicals sector, specifically in the Department Stores industry. The firm generates revenue through the sale of products to retail customers.
Analyst recommendations
5 analysts · consensus HoldAt a glance
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
J. Front Retailing Co Ltd (3086.T) is a Japanese department store operator headquartered in Japan. The company is primarily listed on the Tokyo Stock Exchange. It operates within the Consumer Cyclicals sector, specifically in the Department Stores industry. The firm generates revenue through the sale of products to retail customers.
J. Front Retailing maintains a capital structure with a debt-to-equity ratio of 0.81, indicating a moderate reliance on debt financing. The company's liquidity position is characterized by a current ratio of 0.7, suggesting potential short-term liquidity constraints. Free cash flow of ¥39.3 billion supports operational flexibility, but net cash is negative after subtracting total debt, signaling a need for careful liquidity management.
Profitability metrics show a return on equity (ROE) of 6.81% and a return on assets (ROA) of 2.48%. These figures are below the industry median for ROE and ROA in the department store sector, indicating that J. Front Retailing is underperforming relative to its peers in terms of capital efficiency and asset utilization.
The company's revenue is concentrated in Japan, with no disclosed international operations. This geographic concentration exposes the business to domestic economic fluctuations and regulatory changes. No segment-specific revenue breakdown is available, but the lack of diversification suggests a high concentration risk.
Growth trajectory appears modest, with no disclosed revenue growth rates for the current or next fiscal year. Analysts have assigned a mean price target of ¥2,266, with a median of ¥2,130, and a mean recommendation of 3.0 (Hold). The absence of strong buy ratings and the prevalence of hold recommendations suggest limited upside potential in the near term.
Risk factors include a medium liquidity risk due to the current ratio and negative net cash position. Dilution risk is assessed as low, with no significant dilution sources identified in the latest filings. However, the company's capital structure and debt levels warrant monitoring for potential refinancing needs.
Recent events include the publication of the latest financial snapshot, which reflects the company's current financial position. No recent earnings call transcripts or material filings have been disclosed in the available data, limiting insight into management's strategic direction or operational updates.
- J. Front Retailing has a moderate debt load and a current ratio below 1, indicating potential liquidity constraints.
- ROE and ROA are below industry medians, suggesting underperformance in capital efficiency and asset utilization.
- The company's geographic and segment concentration increases exposure to domestic economic and regulatory risks.
- Analysts are neutral on the stock, with no strong buy ratings and a mean recommendation of Hold.
- No significant dilution sources are identified, but liquidity risk remains a concern due to the negative net cash position.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
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Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 125,60 |
| Revenue | —no estimate | —no estimate | 458,0B JPY |
| Operating income | —no estimate | —no estimate | —no estimate |
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consensus EPS · 26-week trendSell-side observations
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Risk factors
- Net cash is negative after subtracting total debt.
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- J. Front Retailing Co Ltd Market data — financials · 2026-05-26
- J. Front Retailing Co Ltd Market data — analyst estimates · 2026-05-26
- J.Front Retailing Co Ltd Market data — ESG · 2026-05-26