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J. Front Retailing (TSE:3086) reported a 7.7% year on year change in consolidated revenue for December 2025, a fresh data point that gives investors another reference for assessing the department store group.
See our latest analysis for J. Front Retailing.
The sales update comes as the share price sits at ¥2,291.5, with a 1-month share price return of 2.57% and a 1-year total shareholder return of 11.89%. This suggests momentum has been relatively steady alongside improving revenue data.
If this department store update has you thinking more broadly about consumer trends and brands, it could be a good moment to check out auto manufacturers as another area of potential ideas.
With sales ticking higher and the share price already up over the past year, the real question for you is whether J. Front Retailing still offers value or if the market has already priced in future growth.
J. Front Retailing’s most followed narrative points to a fair value of ¥2,136, slightly below the last close at ¥2,291.5, which frames the latest sales data in a tighter pricing context.
Ongoing large scale renovations at core assets such as Matsuzakaya Nagoya, Shibuya PARCO and upcoming HAERA in Nagoya Sakae are repositioning prime urban locations toward higher experience and content driven retail. This is expected to support higher tenant productivity and lift group revenue and operating profit as projects fully ramp in FY 2026.
Want to see what kind of earnings path and profit margins that renovation program assumes? The narrative quietly bakes in steady revenue, firmer margins and a premium P/E multiple. The full story joins those moving parts into one valuation line.
Result: Fair Value of ¥2,136 (OVERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, there are still pressure points to watch, particularly if inbound tourism stays weaker for longer or renovation costs outweigh any uplift from refreshed stores.
Find out about the key risks to this J. Front Retailing narrative.
If you see the numbers differently or prefer to work from your own assumptions, you can put together a personalised narrative in just a few minutes: Do it your way
A great starting point for your J. Front Retailing research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary 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. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include 3086.T.
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