Eat&Holdings Co Ltd
Eat&Holdings Co Ltd operates in the food processing industry, focusing on the production and distribution of food products, primarily generating revenue through the sale of processed food items to consumers and businesses.
Business. Eat&Holdings Co Ltd (2882.T) is a food processing company operating within the Consumer Non-Cyclicals sector. The firm is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.
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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
Eat&Holdings Co Ltd (2882.T) is a food processing company operating within the Consumer Non-Cyclicals sector. The firm is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.
Eat&Holdings maintains a debt-to-equity ratio of 0.59, indicating a moderate reliance on debt financing, and a current ratio of 1.02, suggesting limited short-term liquidity cushion. The company's return on equity (ROE) is 6.36%, and return on assets (ROA) is 2.53%, both below the industry median for food processing firms, indicating suboptimal capital efficiency.
The company's operating income margin is 12.77% (1,165 million JPY / 9,123 million JPY), and net profit margin is 7.51% (685 million JPY / 9,123 million JPY), both below the industry median for food processing, suggesting lower profitability relative to peers. Gross margin is 41.85% (3,819 million JPY / 9,123 million JPY), which is in line with the industry median, indicating efficient cost control in production.
Eat&Holdings' revenue is concentrated in a single business segment, with no disclosed geographic diversification, making it vulnerable to regional economic or regulatory shifts. The company's revenue has grown from 40,456 million JPY in the last fiscal year to 9,123 million JPY in the most recent period, a significant decline of 77.7% year-over-year, indicating a sharp contraction in sales.
The company faces moderate liquidity risk due to a current ratio of 1.02 and a negative net cash position after subtracting total debt. Dilution risk is low, with no near-term pressure from share issuance or convertible debt. However, the company's debt load of 6,384 million JPY could constrain future capital expenditures or acquisitions.
Recent filings and transcripts show no material changes in the company's strategic direction or operational performance. Analysts have revised their revenue estimates downward, with the mean revenue estimate at 41,800 million JPY compared to the actual 40,456 million JPY, and the mean EPS estimate at 80.10 JPY compared to the actual 32.88 JPY, indicating a significant earnings gap.
- Eat&Holdings has a moderate debt load and limited liquidity cushion, with a current ratio of 1.02.
- The company's ROE and ROA are below the industry median, indicating suboptimal capital efficiency.
- Revenue has declined sharply by 77.7% year-over-year, raising concerns about market share and demand.
- The company's revenue is concentrated in a single business segment, increasing exposure to sector-specific risks.
- Analysts have significantly underestimated the company's earnings, with a 143.6% gap between actual and estimated EPS.
Bull / Bear case
Generated · model-assistedRevenue grew 8.4% year-over-year to JPY 40.5 billion in FY2026, demonstrating consistent top-line expansion.
Net margin of 7.5% exceeds the 3.95% median for the Food Processing cohort.
Dilution risk is assessed as low, suggesting limited threat to existing shareholder value.
Long-term debt surged to JPY 8.2 billion in FY2026, up significantly from JPY 3.7 billion in FY2022.
Debt-to-equity ratio of 0.59 is nearly double the 0.32 median for the Food Processing cohort.
Medium liquidity and credit risk flags suggest potential challenges in meeting short-term obligations.
In focus — financials by report
Revenue ¥9.90B, +0,3% YoY; Operating income +103,3% YoY.
- ▍Revenue ¥9.90B, +0,3% YoY
- ▍Operating income +103,3% YoY
- ▍Net income +91,6% YoY
- ▍Net margin -0.2%
Revenue ¥10.63B, +11,8% YoY; Operating income −45,8% YoY.
- ▍Revenue ¥10.63B, +11,8% YoY
- ▍Operating income −45,8% YoY
- ▍Net income −47,2% YoY
- ▍Net margin 1.5%
Revenue ¥9.81B, +11,1% YoY; Operating income −30,1% YoY.
- ▍Revenue ¥9.81B, +11,1% YoY
- ▍Operating income −30,1% YoY
- ▍Net income −30,3% YoY
- ▍Net margin 1.0%
Revenue ¥10.11B, +10,8% YoY; Operating income −79,4% YoY.
- ▍Revenue ¥10.11B, +10,8% YoY
- ▍Operating income −79,4% YoY
- ▍Net income −80,2% YoY
- ▍Net margin 1.3%
Revenue ¥9.87B; Operating income -¥390.0M.
- ▍Revenue ¥9.87B
- ▍Operating income -¥390.0M
- ▍Net margin -2.4%
Revenue ¥9.51B; Operating income ¥631.0M.
- ▍Revenue ¥9.51B
- ▍Operating income ¥631.0M
- ▍Net margin 3.1%
Revenue ¥8.83B; Operating income ¥319.0M.
- ▍Revenue ¥8.83B
- ▍Operating income ¥319.0M
- ▍Net margin 1.6%
Revenue ¥9.12B; Operating income ¥1.17B.
- ▍Revenue ¥9.12B
- ▍Operating income ¥1.17B
- ▍Net margin 7.5%
Revenue ¥40.46B, +8,4% YoY; Operating income −52,6% YoY.
- ▍Revenue ¥40.46B, +8,4% YoY
- ▍Operating income −52,6% YoY
- ▍Net income −58,0% YoY
- ▍Free cash flow −34,0% YoY
- ▍Net margin 0.9%
Revenue ¥37.34B, +3,9% YoY; Operating income +8 979,0% YoY.
- ▍Revenue ¥37.34B, +3,9% YoY
- ▍Operating income +8 979,0% YoY
- ▍Net income +922,2% YoY
- ▍Free cash flow −13,9% YoY
- ▍Net margin 2.4%
Revenue ¥35.92B, +8,8% YoY; Operating income −97,3% YoY.
- ▍Revenue ¥35.92B, +8,8% YoY
- ▍Operating income −97,3% YoY
- ▍Net income −128,1% YoY
- ▍Free cash flow −1,7% YoY
- ▍Net margin -0.3%
Revenue ¥33.03B, +7,0% YoY; Operating income −41,4% YoY.
- ▍Revenue ¥33.03B, +7,0% YoY
- ▍Operating income −41,4% YoY
- ▍Net income −50,3% YoY
- ▍Free cash flow −975,2% YoY
- ▍Net margin 1.2%
Valuation TTM
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Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 80,10 |
| Revenue | —no estimate | —no estimate | 41,8B JPY |
| Operating income | —no estimate | —no estimate | —no estimate |
Options
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consensus EPS · 26-week trendSell-side observations
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- Net cash is negative after subtracting total debt.
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- Eat&Holdings Co Ltd Market data — financials · 2026-05-26
- Eat&Holdings Co Ltd Market data — analyst estimates · 2026-05-26