Yoshitsu Co., Ltd (TKLF) AI Stock Analysis

Headquartered in Tokyo, Japan, Yoshitsu Co., Ltd is engaged in retail and wholesale operations focused on beauty, health, and lifestyle products. Its offerings include cosmetics, skincare products, body care items, and fragrances, as well as over-the-counter drugs, medical supplies, and nutritional supplements. The company also sells household goods, food items, alcoholic beverages, and car supplies. Founded in 2006, Yoshitsu operates through a network of 11 directly operated stores in Japan, 26 online stores serving Japan and China, and franchise locations across the United States, Canada, and the United Kingdom.

Yoshitsu grew revenue from $234.8M in FY2022 to $372.9M in FY2026, achieving a 5-year revenue CAGR of 10.7% from FY2021 to FY2026. Annual revenue contracted 27.7% in FY2023 to $169.7M before rebounding 15.3% in FY2024 to $195.7M, 7.4% in FY2025 to $210.1M, and 77.5% in FY2026. However, gross margin dropped from 18.6% in FY2022 to 7.5% in FY2026, while net margin shrank from 1.7% to 0.2%. Net income declined from $6.6M in FY2025 to $716,076 in FY2026. In the latest quarter ended June 30, 2026, quarterly revenue growth reached 63.0% year-over-year, but quarterly earnings growth declined 70.3%.

As of June 30, 2026, Yoshitsu held $2.1M in cash and short-term investments against total debt of $71.9M, resulting in net debt of $69.8M. Total assets stood at $233.6M and shareholders' equity was $41.1M, giving a debt-to-equity ratio of 1.75 and a current ratio of 1.30. In FY2026, operating cash flow was -$10.3M and capital expenditures were $313,708, resulting in free cash flow of -$10.6M. Cash usage included dividends paid of $530,473 in FY2026, while the share count changed -88.8% over 5 years.

Yoshitsu trades at a trailing P/E of 7.5x and an EV/EBITDA of 8.1x, below the median of its US-listed Consumer Cyclical peers of 18.0x and 11.1x, respectively. Its price-to-sales ratio is 0.0x compared to the peer median of 0.7x, and its price-to-book ratio is 0.2x. The company's enterprise value is $76.9M against a market cap of $8.4M. Over the past year, the stock returned -53.3%, trailing the S&P 500 (SPY) return of 16.8%. The stock last closed at $1.51 on October 16, 2026, sitting 33.0% below its 200-day average.

Yoshitsu has an annual forward dividend of $0.24, representing a dividend yield of 15.90% and a payout ratio of 59.9%. Its dividend frequency is classified as Other, and its last ex-dividend date was September 30, 2025. In FY2026, the company paid $530,473 in dividends.

Regarding its earnings track record, Yoshitsu has beaten EPS estimates in 3 of the last 4 quarters. The company does not have published analyst coverage, target prices, or rating counts in the provided data. For the trailing twelve months, diluted EPS stood at $0.20. In the latest quarter ended June 30, 2026, quarterly revenue growth was 63.0% year-over-year, while quarterly earnings growth dropped 70.3%.

This page is an AI-written research summary of Yoshitsu Co., Ltd (TKLF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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