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Japanese value apparel retail chain selling family clothing and daily goods at discount prices nationwide.
Japanese value apparel retail chain selling family clothing and daily goods at discount prices nationwide.
Sells mostly its own-label clothing, designed in-house and made by outside factories overseas, mainly in Asia, then sells it through roadside and shopping-centre stores, so profit depends on buying costs, markdowns and the yen against sourcing currencies. Fashion Center Shimamura is its main format, alongside Avail and Birthday.
In one line: Japan's Ross Stores/TJX for apparel.
Moat: narrow (scale, distribution). Large low-cost store network and efficient supply chain support everyday-low-price positioning.
Headquarters: Saitama, Japan · Founded: 1953 · Employees: 3,393
Size SHIMAMURA (8227.T) is a Japan Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $4.69B, the 254th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,344 on 6 Nov 2026.
Performance Over six months the shares gained 2.1%, against +16.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 5.2% over the last twelve months (peer median +10.2%); the operating margin is 8.8% (peer median 9.6%).
Valuation It trades at 14.3× forward earnings against a peer median of 14.8× (9th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 11.0 points above its cost of capital (5.0% WACC).
Next results Next results expected around 21 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥715B | ¥701B | ¥667B | ¥636B | ¥618B |
| Revenue growth | — | +5% | +5% | +3% | — |
| Gross profit | ¥243B | ¥238B | ¥226B | ¥214B | ¥211B |
| EBITDA | ¥70.8B | ¥68.5B | ¥65.3B | ¥61.2B | ¥59.2B |
| Net income | ¥45.8B | ¥44.5B | ¥41.9B | ¥40.1B | ¥38.0B |
| Free cash flow | ¥10.7B | ¥24.7B | ¥41.1B | ¥33.4B | ¥37.2B |
| Capital expenditure | ¥42.1B | ¥24.2B | ¥11.7B | ¥7.75B | ¥4.38B |
| Total debt | ¥0 | ¥0 | ¥0 | ¥0 | ¥0 |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| SHIMAMURA 8227.T | $4.69B | +2% | +5% | 9% | 14.3× | -9.9% |
| AOYAMA TRADING 8219.T | $704M | -7% | -2% | 6% | 13.3× | -1.6% |
| Fast Retailing 9983.T | $155B | +6% | +17% | 18% | 41.2× | 23.8% |
| Nishimatsuya Chain 7545.T | $725M | -6% | +5% | 5% | 13.8× | -21.2% |
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 | 8227.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.6% | +7.5% | 7th lowest of 21 |
| 6-month return | +2.1% | +16.2% | 8th lowest of 21 |
| Distance from 52-week high | -11.5% | -24.6% | 9th highest of 21 |
| Revenue growth (TTM) | +5.2% | +10.2% | 7th lowest of 21 |
| Operating margin | 8.8% | 9.6% | 9th lowest of 21 |
| Forward P/E | 14.3× | 14.8× | 9th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -9.9% | 14.3% | 2nd least demanding of 20 |
| Growth delivered (Del g) | +5.2% | +14.9% | 5th lowest of 20 |
| Hurdle (Req g minus delivered) | -15.1 pp | -4.5 pp | 2nd least demanding of 20 |
| ROIC minus cost of capital | +11.0 pp | +1.2 pp | 5th highest of 21 |
| EV / EBITDA | 7.2× | 10.5× | 6th cheapest of 19 |
| Net debt / EBITDA | -3.3× | 1.3× | least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SHIMAMURA 8227.T | Japan | $4.69B | +2% | +5% | 9% | 14.3× | -9.9% | +5.2% |
| Vishal Mega Mart VMM.NS | India | $4.67B | -25% | +18% | 9% | 43.8× | 32.3% | +19.4% |
| Boot Barn BOOT | United States | $3.92B | -20% | +17% | 14% | 14.6× | 14.3% | +20.3% |
| JD Sports Fashion JD..L | United Kingdom | $6.03B | +37% | +2% | 7% | 9.0× | 1.4% | +15.5% |
| Abercrombie & Fitch ANF | United States | $6.35B | +57% | +5% | 14% | 12.1× | -2.7% | +11.0% |
| American Eagle Outfitters AEO | United States | $3.34B | +19% | +8% | 9% | 11.1× | 0.9% | +8.1% |
| Urban Outfitters URBN | United States | $7.26B | +18% | +11% | 10% | 13.1× | 6.9% | +12.3% |
| Gap GAP | United States | $7.55B | -8% | +1% | 11% | 8.4× | -2.3% | +2.2% |
| Victoria's Secret & VSXY | United States | $8.62B | +125% | +10% | 8% | 21.4× | 20.0% | +3.9% |
| Sailvan Times 301381.SZ | China | $2.39B | +25% | +14% | 4% | 25.4× | 14.9% | +17.6% |
| Metro Brands METROBRAND.NS | India | $2.39B | -20% | +16% | 19% | 49.2× | 34.1% | +29.1% |
| Buckle BKE | United States | $2.16B | -20% | +6% | 22% | 10.3× | -5.2% | +7.6% |
| Capri CPRI | United States | $2.12B | +11% | -14% | 3% | 9.4× | 21.3% | -3.1% |
| Modivo MDV.WA | Poland | $2.01B | +29% | +4% | 2% | 34.1× | 23.3% | +15.9% |
| Meesho MEESHO.NS | India | $11.4B | +17% | +34% | -9% | n/a | n/a | n/a |
| Aritzia ATZ.TO | Canada | $12.5B | +9% | +40% | 16% | 27.1× | 22.0% | +34.0% |
| OVS OVS.MI | Italy | $1.74B | +15% | +10% | 7% | 14.8× | 12.8% | +11.4% |
| Lpp LPP.WA | Poland | $13.0B | +36% | +15% | 13% | 17.4× | 17.5% | +24.1% |
| PAL 2726.T | Japan | $1.58B | -4% | +7% | 11% | 13.6× | -15.4% | +16.7% |
| Premier Investments PMV.AX | Australia | $1.57B | +22% | -3% | 14% | 14.9× | 9.4% | -11.0% |
| Burlington Stores BURL | United States | $15.5B | -19% | +11% | 8% | 20.5× | 18.2% | +14.9% |