
- Welcia’s operating income for the fourth quarter reached 13.55 billion yen, representing a 12% increase year-on-year and exceeding the estimate of 11.06 billion yen.
- Net income significantly declined by 97% year-on-year, totaling 180.0 million yen, compared to an estimated 4.39 billion yen.
- Net sales increased by 8.5% year-on-year to 333.09 billion yen, surpassing the forecast of 330.04 billion yen.
- Sales of OTC products reached 233.26 billion yen, up by 0.6% year-on-year.
- Cosmetics sales increased by 6.3% year-on-year, totaling 203.01 billion yen.
- Household goods sales saw a 6.4% rise year-on-year to 178.05 billion yen.
- Food products sales grew by 8.7% year-on-year, amounting to 299.51 billion yen.
- Welcia, Aeon, and Tsuruha HD have concluded a final contract for their capital and business alliance.
- Aeon is conducting a takeover bid for Tsuruha HD at 11,400 yen per share, with a purchase price up to 129.5 billion yen, while Tsuruha HD remains publicly listed.
- The share exchange between Tsuruha HD and Welcia will take effect on December 1st, with Welcia becoming a wholly owned subsidiary through a stock swap.
- In the dispensing division, prescription fills increased due to more stores having dispensing pharmacies, leading to strong existing store sales.
- During the fiscal year, 78 new stores were opened, while 55 stores were closed, resulting in a total of 3,013 stores.
- Welcia shares are scheduled to be delisted on November 27, 2025, hence there will be no announcement of the full-year earnings forecast and final dividend forecast for the fiscal year ending February 2026.
- Current analyst recommendations for the company include 2 buys and 11 holds, with no sell recommendations.
A look at Welcia Holdings Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Welcia Holdings, according to Smartkarma Smart Scores, shows a promising long-term outlook. With a Momentum score of 5, indicating strong positive market momentum, the company appears to be gaining traction. This suggests potential for continued growth and performance in the future. Combined with equally solid scores in Value, Growth, and Resilience at 3 each, Welcia Holdings demonstrates a well-rounded profile that speaks to its stability and potential for future expansion.
Being a holding company resulting from a merger of Welcia Kanto and Takada Pharmacy, Welcia Holdings is focused on operating drug chain stores that cater to various consumer needs, ranging from medicines to daily necessity goods. The overall Smartkarma Smart Scores paint a picture of a company with a solid foundation and growth prospects for the long term, positioning it favorably among its peers in the industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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