Employees: 2,016
Size Retail Partners (8167.T) is a Japan Consumer Staples company (Food Retail) with a market value of $380M, the 1215th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,368 on 6 Nov 2026.
Performance Over six months the shares gained 5.6%, against -8.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 3.5% over the last twelve months (peer median +2.2%); the operating margin is 2.1% (peer median 2.7%).
Valuation It trades at 0.2× enterprise value to sales against a peer median of 0.4× (4th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.1 points below its cost of capital (5.3% WACC).
Next results Next results expected around 12 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥283B | ¥278B | ¥267B | ¥252B | ¥235B |
| Revenue growth | — | +4% | +6% | +7% | — |
| Gross profit | ¥70.8B | ¥69.8B | ¥66.8B | ¥63.8B | ¥58.8B |
| EBITDA | ¥10.4B | ¥10.9B | ¥11.0B | ¥10.9B | ¥9.26B |
| Net income | ¥4.47B | ¥5.14B | ¥5.22B | ¥4.72B | ¥2.92B |
| Free cash flow | n/a | ¥3.76B | ¥4.32B | ¥6.96B | ¥1.24B |
| Capital expenditure | n/a | ¥5.87B | ¥4.52B | ¥4.55B | ¥6.95B |
| Total debt | ¥12.8B | ¥14.4B | ¥13.6B | ¥15.9B | ¥15.7B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 8167.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.0% | -2.4% | 9th lowest of 21 |
| 6-month return | +5.6% | -8.7% | 3rd highest of 21 |
| Distance from 52-week high | -9.2% | -33.5% | highest of 21 |
| Revenue growth (TTM) | +3.5% | +2.2% | 8th highest of 21 |
| Operating margin | 2.1% | 2.7% | 9th lowest of 21 |
| EV / Sales | 0.2× | 0.4× | 4th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -7.3% | -3.8% | 6th least demanding of 16 |
| Growth delivered (Del g) | +2.8% | +8.2% | 6th lowest of 16 |
| Hurdle (Req g minus delivered) | -10.2 pp | -8.6 pp | 8th least demanding of 16 |
| ROIC minus cost of capital | -0.1 pp | +0.3 pp | 9th lowest of 20 |
| Net debt / EBITDA | -1.1× | 1.9× | 3rd least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Retail Partners 8167.T | Japan | $380M | +6% | +4% | 2% | 0.2× | -7.3% | +2.8% |
| Saint Marc 3395.T | Japan | $353M | -5% | +17% | 5% | 0.7× | -4.3% | +15.0% |
| Dingdong (Cayman) Ltd. Sponsored ADR DDL | United States | $413M | -30% | -44% | -1% | 0.1× | -20.2% | +15.6% |
| Guoquan Food (Shanghai) Company 2517.HK | Hong Kong | $422M | -62% | +25% | 6% | 0.2× | -17.7% | +20.5% |
| Ministop 9946.T | Japan | $325M | -5% | +3% | -8% | 0.4× | n/a | n/a |
| ARKO ARKO | United States | $445M | -42% | -2% | 2% | 0.2× | -4.2% | +13.8% |
| Daikokutenbussan 2791.T | Japan | $315M | -23% | +8% | 1% | 0.2× | n/a | n/a |
| Mammy Mart 9823.T | Japan | $311M | -18% | +21% | 3% | 0.3× | 0.5% | +9.1% |
| JM Holdings Co., Ltd. 3539.T | Japan | $493M | +12% | +7% | 5% | 0.3× | -12.4% | +8.9% |
| Halows 2742.T | Japan | $500M | -7% | +6% | 5% | 0.3× | -12.8% | +8.2% |
| Zhongbai 000759.SZ | China | $521M | 0% | -22% | -11% | 0.9× | n/a | n/a |
| Liqun Commercial 601366.SS | China | $528M | -9% | -25% | -4% | 1.5× | 2.9% | -4.2% |
| Yinchuan Xinhua Commercial 600785.SS | China | $540M | -8% | -2% | 4% | 1.1× | 2.7% | +0.9% |
| Village Super Market VLGEA | United States | $551M | -8% | +4% | 3% | 0.3× | -2.5% | +3.5% |
| Bestore 603719.SS | China | $587M | -11% | 0% | 0% | 0.5× | 6.3% | -7.0% |
| Maxvalu Tokai 8198.T | Japan | $621M | -10% | +1% | 3% | 0.1× | -20.0% | +1.6% |
| Natural Grocers by Vitamin Cottage NGVC | United States | $659M | +8% | +2% | 5% | 0.7× | 10.6% | +5.1% |
| Aeon Hokkaido 7512.T | Japan | $719M | -4% | +3% | 2% | 0.4× | n/a | n/a |
| Heiwado 8276.T | Japan | $749M | -2% | +2% | 3% | 0.2× | -3.8% | +0.7% |
| Sanjiang Shopping Club 601116.SS | China | $833M | -26% | -7% | 3% | 1.1× | n/a | n/a |
| WH Smith SMWH.L | United Kingdom | $851M | -10% | -31% | 8% | 1.3× | 9.1% | +8.8% |