- Pan Pacific reported a 1Q operating income of 41.35 billion yen, a 0.7% increase year-over-year (y/y). However, it missed the estimate of 42.4 billion yen.
- Net income for the quarter was 28.48 billion yen, which was a significant 39% increase y/y, surpassing the estimate of 27.61 billion yen.
- Net sales came in at 573.28 billion yen, marking a 4.1% rise y/y, slightly above the forecast of 572.04 billion yen.
- The company maintains its forecast for the first half with net sales projected at 1.17 trillion yen, operating income at 89.80 billion yen, and net income at 57.70 billion yen.
- For 2026, Pan Pacific forecasts operating income at 170.00 billion yen, slightly below the estimate of 175.95 billion yen.
- The company projects net income of 105.50 billion yen for 2026, which is under the estimate of 111.14 billion yen.
- Projected net sales for 2026 are 2.33 trillion yen, slightly below the estimate of 2.35 trillion yen.
- The company maintains its annual dividend at 8.50 yen compared to the estimate of 8.57 yen.
- Current market recommendations include 11 buy ratings, 6 hold ratings, and 1 sell rating.
Pan Pacific International Holdings on Smartkarma
Analyst coverage on Pan Pacific International Holdings by independent analysts on Smartkarma showcases varying viewpoints. Travis Lundy‘s insights on the Nikkei 225 rebalancing suggest a sector balance priority for the upcoming March 2026 review, with potential changes for companies like Shift Inc. and ADD in focus. Lundy anticipates a 1 IN 1 OUT scenario following the previous rebalance. Similarly, Michael Causton‘s research highlights PPI’s ambitious market strategy post losing out on acquiring Seiyu, focusing on a substantial expansion plan for supermarkets and Don Quijote stores to secure market leadership amidst competitive dynamics.
Moreover, Causton’s analysis of Don Quijote’s performance underscores the brand’s resilience and growth strategies through innovative initiatives targeting tourist influx, fitness trends, and social media engagement. The company’s ability to adapt to consumer demands and capitalize on market trends, especially in Asia, reflects a proactive approach to staying competitive and sustaining growth in the retail landscape.
A look at Pan Pacific International Holdings Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.6 |
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
According to Smartkarma Smart Scores, Pan Pacific International Holdings shows a promising long-term outlook. With a high Growth score of 4, the company is positioned well for expansion and development in the future. This indicates significant potential for increasing its market presence and profitability over time.
While the Value, Dividend, Resilience, and Momentum scores are moderate, the strong Growth score suggests that Pan Pacific International Holdings may be focusing on strategies to drive long-term success and sustainable growth. Specializing in discount stores selling various consumer goods, the company’s emphasis on growth highlights its intent to capture more market share and enhance its competitive position, particularly within the Tokyo region.
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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