Matsukiyo stock reports Q1 profit growth as target stays high

Published on 10/07/2026 at 05:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Matsukiyo stock traded at JPY 2,449.50 on October 7, 2026, while Q1 net income rose 14.9 percent. The 12-month analyst target averages JPY 3,035 across 10 analysts.

Matsukiyo, JP3869010003, Illustration mit AI erstellt.

Matsukiyo stock was trading at JPY 2,449.50 on the Tokyo Stock Exchange at 11:30 a.m. JST on October 7, 2026, up 0.89 percent from the previous close. The latest operating signal is stronger: fiscal 2027 first-quarter net income rose 14.9 percent year over year to JPY 14.865 billion, according to Finance Limo in its report on September 24, 2026.

Profit growth outpaces revenue

The quarter ended June 30, 2026, produced revenue of JPY 289.348 billion, an increase of 5.7 percent from the prior-year quarter. Operating profit reached JPY 21.487 billion, up 8.5 percent, while the net-income increase was more than twice the revenue growth rate.

The comparison matters because MatsukiyoCocokara is still expanding a large retail platform while improving earnings conversion. The result also kept the company on track against its fiscal 2027 plan of JPY 1.155 trillion in revenue, JPY 87.5 billion in operating profit and JPY 59 billion in net income, figures cited by Note in an analysis published September 17, 2026.

Cosmetics add strategic weight

Cosmetics have overtaken pharmaceuticals by sales in the first quarter of fiscal 2027, according to Note. That shift gives the group a different earnings profile from a drugstore defined mainly by prescriptions, with private-label and beauty products supporting the broader retail mix.

The same analysis puts fiscal 2026 cosmetics sales at JPY 381.2 billion and pharmaceutical sales at JPY 387.7 billion. The narrow gap makes category mix a useful metric for judging whether Matsukiyo's beauty strategy is becoming a material growth driver.

Analyst target exceeds market price

The consensus view is Buy, based on seven Buy ratings, three Holds and zero Sells from 10 analysts. Investing.com lists a 12-month average target of JPY 3,035, with a high of JPY 3,750 and a low of JPY 2,420. The average target lies 23.90 percent above the October 7 price.

Stock remains below yearly high

MatsukiyoCocokara's market capitalization was JPY 963.4 billion on October 7, 2026. The 52-week range was JPY 2,171.50 to JPY 3,026, leaving the stock 19.05 percent below the upper boundary.