Delisting risk
TKLF · NASDAQ · Specialty Retail

Tokyo Lifestyle (ADR)

Cross-border seller of Japanese beauty, luxury, electronics, and collectible goods.

$1.70
After-hours close−0.02 (−1.16%)
At close$1.72(−2.55%)
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Profile

Tokyo Lifestyle Co., Ltd.TKLFConsumer Discretionary

Sources Japanese beauty, luxury, electronics, collectible, health, and household goods, chiefly selling them to franchisees and wholesale customers while maintaining direct stores and online services. Revenue is concentrated in the wholesale/franchise channel, with branded retail identities spanning multiple international markets.

Sources Japanese beauty, luxury, electronics, collectible, health, and household goods for franchisees and wholesale customers, while also operating physical stores and online services. Merchandise reaches markets across Asia, North America, Europe, and Australia through the "Tokyo Lifestyle," "東京生活館," and "REIWATAKIYA" retail identities.

Runs direct stores to oversee merchandise quality, customer service, and shopping environments, backed by distribution centers in Tokyo and Hong Kong. Most revenue comes from franchise and wholesale sales, while Hong Kong is its largest market and luxury goods its largest product category. Operations depend on supplier sourcing, franchisees, marketplaces, cross-border logistics, and country-specific permits governing categories such as OTC drugs, alcohol, food, cosmetics, and luxury goods.

Company facts

CEOMei Kanayama
ListedJan 18, 2022
ExchangeNASDAQ
HeadquartersTokyo, Japan
CountryJapan
Employees160
CIK0001836242
ISINUS98741L2007

Key statistics

Market cap$715.3K
EPS (ttm)$1.68
P/E (ttm)1.01
ROE1.7%
P/B0.0174
P/S0.0019
Dividend yield4.96%
Beta0.77vs XLY 0.24

Year to date −43.6% · Average volume (30d) 22.6K

Analysts

No analyst consensus on record.

Earnings

EPS

Estimate
Reported$3.70

Revenue

Estimate
Reported$182.2M

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 9, 2026$3.70$182.2M+7.55%
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Financial highlights

12 quartersQ2 FY24Q4 FY24Q2 FY25Q4 FY25Q2 FY26Q4 FY26
Revenue$73.2M$121.5M$98.0M$112.1M$190.4M$182.2M
Gross profit$9.3M$13.9M$12.1M$11.8M$15.8M$12.3M
Operating income$328.6K$5.4M$3.2M$1.5M$3.6M−$415.8K
Net income$1.9M$5.5M$1.3M$5.3M−$860.0K$1.6M
Diluted EPS$0.53$1.40$3.20$12.50−$2.00$3.70
Gross margin12.8%11.5%12.4%10.5%8.3%6.8%
Operating margin0.4%4.5%3.3%1.3%1.9%-0.2%

Revenue by product · FY26

Other Products Member$24.1M · 100%

Revenue by geography · FY26

HONG KONG$236.0M · 65%
Japan$93.3M · 26%
Canada$32.1M · 9%

Balance sheet, Mar 31, 2026Cash & short-term investments $2.1M · Total debt $71.9M · Total assets $233.6M · Shareholders' equity $41.1M

Dividends

Next ex-date
Sep 30, 2026
estimated · in 32 days
Annual dividend
$0.08
per share
Dividend yield
4.96%
Schedule
Annual
one payment a year

To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Sep 30, 2025Sep 30Dec 29$0.0838
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Ownership

Institutions 0.09%Insiders

Shares outstanding 423.3K · Float

Float — provider float is below the insider stake.

Insiders — filings are in the shares behind the receipt.

This listing is a depositary receipt and the Form 4 positions here are filed in the shares behind it, a different unit from the share count and in a ratio the filings never state, so no insider percentage is shown.

The provider's float is smaller than the insider stake it should exclude, so it is not shown.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Eversource Wealth Advisors, LLC3830.09%13FNov 10, 2025

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 25, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+7,000$1.80
Aug 24, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+2,800$1.80
Mar 25, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+1,950$2.20
Mar 26, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+1,500$2.18
Mar 27, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+1,300$2.20
View details

Peers

Not reported.