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3139.T Tokyo Stock Exchange Food Retail & Distribution

Lacto Japan Co Ltd

¥3 230,00
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JPY
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Mcap
P/E
EV / Rev
Div yield
3,99 %
Op margin
3,3 %
ROE
13,3 %
Net margin
2,4 %
Debt / equity
1,15
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Lacto Japan Co Ltd operates in the Food & Drug Retailing industry, primarily generating revenue through the retail and distribution of food and drug products.

Business. Lacto Japan Co Ltd (3139.T) is a Japanese food and drug retailer headquartered in Japan. The company operates within the Food Retail & Distribution industry, engaging in the sale of food and pharmaceutical products. It is primarily listed on the Tokyo Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Drug Retailing
IndustryFood Retail & Distribution
ActivityFood & Drug Retailing
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target4 100,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
4 100,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
13,3 %
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 3139.
  • 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+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−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 3139.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

    Lacto Japan Co Ltd (3139.T) is a Japanese food and drug retailer headquartered in Japan. The company operates within the Food Retail & Distribution industry, engaging in the sale of food and pharmaceutical products. It is primarily listed on the Tokyo Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Drug Retailing
    IndustryFood Retail & Distribution
    ActivityFood & Drug Retailing
    AI synthesis
    GENERATED

    Lacto Japan maintains a capital structure with a debt-to-equity ratio of 1.15, indicating a moderate reliance on debt financing. The company's liquidity position is characterized as medium, with a current ratio of 1.7, suggesting it can cover short-term obligations but with limited buffer. Despite a negative net cash position after subtracting total debt, the company reported free cash flow of 2.3 billion JPY, which supports operational flexibility.

    Profitability metrics show a return on equity (ROE) of 13.3% and a return on assets (ROA) of 4.79%, both of which are above the industry median for Food Retail & Distribution. The company's operating margin of 3.27% (calculated from operating income of 5.95 billion JPY on revenue of 182.8 billion JPY) is in line with industry norms. Gross margin of 6.72% (12.29 billion JPY gross profit on 182.8 billion JPY revenue) reflects competitive pricing and cost control.

    Geographically, Lacto Japan's revenue is concentrated in Japan, with no disclosed international operations. The company's segmental breakdown is not publicly detailed, but its primary business is in food and drug retailing, with no material diversification into other product lines.

    Looking ahead, the company is projected to maintain stable revenue growth, with no significant changes expected in the near term. Analysts have assigned a mean price target of 4,100 JPY, with a single "buy" recommendation and no "strong buy" ratings. The company's capital expenditure of 1.53 billion JPY in the latest period suggests ongoing investment in infrastructure and operations.

    Risk factors include a medium liquidity risk due to the negative net cash position and a debt-to-equity ratio above 1.0. The company's dilution risk is assessed as low, with no near-term pressure from share issuance or convertible debt. No recent filings or transcripts indicate material changes in business strategy or regulatory exposure.

    The company's recent financial performance has been stable, with consistent net income and operating income. However, the negative operating cash flow of 268 million JPY in the latest period raises questions about short-term cash generation. Analysts have not issued strong buy recommendations, suggesting a cautious outlook.

    Key takeaways
    • Lacto Japan maintains a moderate debt load with a debt-to-equity ratio of 1.15 and a current ratio of 1.7.
    • The company's ROE of 13.3% and ROA of 4.79% indicate strong profitability relative to industry peers.
    • Free cash flow of 2.3 billion JPY supports operational flexibility despite a negative net cash position.
    • Analysts have assigned a mean price target of 4,100 JPY with a single "buy" recommendation.
    • The company's revenue is concentrated in Japan, with no disclosed international operations.
    • Capital expenditure of 1.53 billion JPY suggests ongoing investment in infrastructure and operations.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥3 230,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥32.45B
    Net cash
    -¥27.00B
    Current ratio
    1.7
    Debt / equity
    1.1
    ROA
    4.8%
    ROE
    13.3%
    Cash conversion
    -6.0%
    CapEx / revenue
    -0.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Food Supply Chain & Distribution
    low · llm_fanout_v2
    OTC & Consumer Health Distribution
    low · llm_fanout_v2
    Retail Food Products
    low · llm_fanout_v2

    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
    347,51
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-22 · 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 estimate347,51
    Revenueno estimateno estimate197,3B 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

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target¥4 100,00 · Median ¥4 100,00
    Low ¥4 100,00High ¥4 100,00
    EPS surprise
    +24,6 %
    reported vs consensus · beat
    Revenue surprise
    −7,3 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥4 100,00
    Mean¥4 100,00
    Median¥4 100,00
    High¥4 100,00
    Spot¥3 230,00
    +26.9 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin3,2 %Above median
    Net Margin2,4 %Above median
    ROE13,3 %Above P75
    Capex / Rev-0,8 %Above P75
    D/E1,15Bottom quartile
    Cash Conv-0,06Below 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
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Lacto Japan Co Ltd Market data — financials · 2026-05-26
    • Lacto Japan 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
    3139.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    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