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5891.T Tokyo Stock Exchange Restaurants & Bars

Kairikiya Co Ltd

¥1 609,00
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JPY
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Mcap
9,1B JPY
P/E
EV / Rev
Div yield
1,62 %
Op margin
4,1 %
ROE
5,8 %
Net margin
2,0 %
Debt / equity
0,36
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Kairikiya Co Ltd operates in the Restaurants & Bars industry, providing dining and hospitality services to consumers in Japan.

Business. Kairikiya Co Ltd (5891.T) is a Japanese company primarily engaged in the restaurants and bars industry within the cyclical consumer services sector. The firm is listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic presence are not provided in the available data.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryRestaurants & Bars
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
5,8 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 5891.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 5891.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • 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

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Kairikiya Co Ltd (5891.T) is a Japanese company primarily engaged in the restaurants and bars industry within the cyclical consumer services sector. The firm is listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic presence are not provided in the available data.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryRestaurants & Bars
    AI synthesis
    GENERATED

    Kairikiya maintains a strong liquidity position with JPY 3.45 billion in cash and equivalents, representing 35.7% of total assets. The company's liquidity FPT (free cash flow to total liabilities) is 0.03, indicating a low liquidity risk. The current ratio of 1.76 suggests the company can cover its short-term obligations comfortably.

    Profitability metrics show a return on equity (ROE) of 5.76% and a return on assets (ROA) of 3.07%, both below the industry median for Restaurants & Bars. The company's operating margin of 4.1% is also below the sector average, indicating room for improvement in cost control and pricing power.

    Kairikiya's revenue is concentrated in Japan, with no disclosed international operations. The company's business is entirely within the Restaurants & Bars segment, with no diversification across product lines or geographic regions.

    The company's revenue growth has been modest, with a 6.2% year-over-year increase in the most recent fiscal year. Analysts expect a 26.3% revenue growth in the next fiscal year, driven by new store openings and increased consumer spending in the hospitality sector.

    Kairikiya faces low dilution risk, with no immediate filing-based flags for equity issuance or share buybacks. The company's debt-to-equity ratio of 0.36 is below the industry median, and its capital structure is conservative, with long-term debt representing 18.4% of total assets.

    Recent filings and transcripts indicate a focus on cost optimization and menu innovation to drive customer retention. The company has also announced plans to expand its digital ordering platform to improve operational efficiency.

    Key takeaways
    • Kairikiya has a strong liquidity position with JPY 3.45 billion in cash and equivalents.
    • The company's ROE of 5.76% and ROA of 3.07% are below industry medians, indicating subpar profitability.
    • Revenue is entirely concentrated in Japan, with no international diversification.
    • Analysts expect a 26.3% revenue growth in the next fiscal year, driven by new store openings.
    • The company faces low dilution risk and maintains a conservative capital structure.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 609,00
    Market cap
    ¥8.81B
    Enterprise value
    ¥7.20B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    14.5x
    P / B
    1.7x
    P / Tangible book
    1.7x
    Tangible book
    ¥5.16B
    Net cash
    ¥1.61B
    Current ratio
    1.8
    Debt / equity
    0.4
    ROA
    3.1%
    ROE
    5.8%
    Cash conversion
    167.0%
    CapEx / revenue
    -4.5%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    120,30
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-15 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate120,30
    Revenueno estimateno estimate17,6B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −27,6 %
    reported vs consensus · miss
    Revenue surprise
    −21,2 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin4,1 %Above median
    Net Margin2,0 %Below median
    ROE5,8 %Above median
    Capex / Rev-4,5 %Below median
    D/E0,36Above median
    Cash Conv1,67Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • Kairikiya Co Ltd Market data — financials · 2026-05-26
    • Kairikiya Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    5891.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage