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Yoshimura Food Holdings KK (2884) AI Stock Analysis

JP:2884

Yoshimura Food Holdings KK

(TSE/TYO:2884)

Select Model
Rating:43.6Neutral
Price Target:JPY 581.00▲(5.25% Upside)
Action:reiterated
Date:10/17/26

The overall score is low, driven primarily by a sharp deterioration in financial performance, including declining revenue, compressed margins, and negative operating cash flow, coupled with high debt. Technical analysis confirms a bearish trend with the stock trading below all major moving averages and weak momentum. The moderate P/E ratio provides some valuation support but is insufficient to offset the fundamental and technical headwinds.

Positive Factors
Historical Revenue ExpansionStrong revenue scaling through 2025 indicates the group had been expanding its sales base across its subsidiary portfolio. This growth provides evidence of product and market traction, while a larger operating platform can support procurement, distribution, and management efficiencies over the next several quarters.
Negative Factors
High LeverageThe debt-heavy capital structure limits financial flexibility and increases the importance of maintaining stable subsidiary earnings. Higher leverage can constrain investment or acquisition capacity, while weaker operating performance may make debt service and future refinancing more demanding.

Yoshimura Food Holdings KK (2884) vs. iShares MSCI Japan ETF (EWJ)

-20%0%20%40%60%80%JP:2884-14.31%EWJ+15.87%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
JPY 13.45B
Dividend Yield
―
Average Volume (3M)
103.14K
Price to Earnings (P/E)
8.4
Beta (1Y)
0.92
Revenue Growth
2.78%
EPS Growth
2.48%
Country
Japan
Employees
985
Sector
Consumer Defensive
Sector Strength
62
Industry
Packaged Foods

Yoshimura Food Holdings KK Business Overview & Revenue Model

Company Description

Yoshimura Food Holdings K.K. is a Japanese company primarily engaged in the production and distribution of a diverse range of food items. Its extensive product lineup encompasses commercial food ingredients, prepared Chinese cuisine, and various dry...

How the Company Makes Money

Yoshimura Food Holdings primarily makes money through consolidated sales generated by its portfolio of subsidiary food manufacturers. Revenue is earned from (1) selling processed food products produced by its subsidiaries to customers such as wholesa...

Yoshimura Food Holdings KK Financial Statement Overview

Summary

Financial performance is weak. While historical revenue growth was strong, the latest fiscal year shows a 1.1% revenue decline and a 51% drop in net income. Margins compressed significantly, operating cash flow turned negative, and the balance sheet is highly leveraged with a debt-to-equity ratio of 2.5x. The recent downturn in profitability and cash flow generation is a major concern.

Income Statement

45Neutral

Balance Sheet

40Negative

Cash Flow

35Negative
Financial statement breakdown
BreakdownTTMFeb 2026Feb 2025Feb 2024Feb 2023Feb 2022
Income Statement
Total Revenue58.72B57.48B58.11B49.78B34.94B29.28B
Gross Profit11.81B11.30B13.30B10.29B6.96B6.34B
EBITDA4.00B3.96B6.67B4.12B1.69B1.45B
Net Income1.60B918.79M1.86B1.04B613.43M500.10M
Balance Sheet
Total Assets64.47B61.03B56.07B53.51B31.86B23.82B
Cash, Cash Equivalents and Short-Term Investments12.49B11.00B13.17B10.23B5.00B3.29B
Total Debt32.93B31.05B29.36B32.02B15.24B10.88B
Total Liabilities43.52B41.78B39.53B40.33B22.01B15.50B
Stockholders Equity13.78B12.42B11.04B8.71B7.48B6.31B
Cash Flow
Free Cash Flow0-3.74B5.64B5.06B-411.19M812.47M
Operating Cash Flow0-2.50B6.63B5.76B79.60M1.32B
Investing Cash Flow0-2.04B-843.32M-4.53B-2.02B-1.17B
Financing Cash Flow01.65B-2.98B2.32B3.49B-1.94B

Yoshimura Food Holdings KK Technical Analysis

Technical Analysis SentimentNegative
Last Price552.00

Price Trends

50DMA609.36Negative
100DMA620.29Negative
200DMA726.42Negative

Market Momentum

MACD-13.32Negative
RSI40.81Neutral
STOCH22.61Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2884, the sentiment is Negative. The current price of 552.00 is below the 20-day moving average (MA) of 574.90, below the 50-day MA of 609.36, and below the 200-day MA of 726.42, indicating a bearish trend. The MACD of -13.32 indicates Negative momentum. The RSI at 40.81 is Neutral, neither overbought nor oversold. The STOCH value of 22.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2884.

Yoshimura Food Holdings KK Peers Comparison

Overall Rating

UnderperformOutperform
Sector (62)

Financial Indicators

JP:2884 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:2831JP:283171OutperformJPY 33.64B10.04―1.96%2.00%35.75%
JP:2819JP:281969NeutralJPY 23.73B10.99―1.96%5.01%120.83%
JP:2804JP:280465NeutralJPY 22.67B20.65―2.52%0.22%-55.34%
JP:2922JP:292264NeutralJPY 24.79B12.69―1.42%-1.66%101.11%
Sector *62Neutral$20.33B14.63-3.31%3.23%1.93%-12.26%
JP:2933JP:293361NeutralJPY 23.99B26.73―1.90%-0.27%-62.67%
JP:2884JP:288444NeutralJPY 13.56B8.42――2.78%2.48%

* Consumer Defensive Sector Average

Performance Comparison

0%20%40%60%JP:2884JP:2804JP:2819JP:2831JP:2922JP:2933Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
JP:2884 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:2884Yoshimura Food Holdings KK563.00-94.00-14.31%
JP:2804Bull-Dog Sauce Co., Ltd.1788.00-69.49-3.74%
JP:2819Ebara Foods Industry, Inc.2546.00110.514.54%
JP:2831Hagoromo Foods Corporation3575.00361.1911.24%
JP:2922Natori Co., Ltd.1970.0051.182.67%
JP:2933KIBUN FOODS INC.1051.00-3.77-0.36%

Yoshimura Food Holdings KK Corporate Events

Yoshimura Food Books ¥502 Million Bargain Purchase Gain on Hakodate Wine Deal

Oct 15, 2026

Yoshimura Food Holdings K.K. has disclosed that it booked an extraordinary gain of ¥502 million arising from the bargain purchase of Hakodate Wine Co., Ltd., which became a consolidated subsidiary on June 30, 2026. This non-recurring profit refl...

Yoshimura Food Holdings Delivers Higher Interim Profit Amid Modest Sales Growth

Oct 15, 2026

Yoshimura Food Holdings reported a 4.5% increase in net sales to ¥29.0 billion for the six months ended August 31, 2026, while operating profit slipped 5.7% to ¥868 million and ordinary profit edged down 1.0% to ¥864 million. Profit at...

Yoshimura Food Expands Hokkaido Value Chain with Nihon Kanzume Acquisition

Oct 13, 2026

Yoshimura Food Holdings K.K. has moved to make Nihon Kanzume Co., Ltd. a subsidiary as part of a strategy to strengthen its value chain from upstream production to downstream sales. Nihon Kanzume grows produce with contract farmers in Tokachi, Hokkai...

Yoshimura Food Holdings to Acquire Hokkaido-Based Frozen Foods Maker Nihon Kanzume

Oct 6, 2026

Yoshimura Food Holdings has agreed to acquire 100% of Nihon Kanzume Co., Ltd., a Hokkaido-based manufacturer of frozen vegetables and retort foods made primarily from agricultural produce grown in the Tokachi region. Nihon Kanzume holds a strong shar...

Yoshimura Food’s Daishow to Build New Peanut Processing Plant in Saitama

Sep 14, 2026

Yoshimura Food Holdings’ subsidiary Daishow Co., Ltd. plans to construct a new peanut processing plant in Tokigawa-machi, Saitama Prefecture, to address capacity constraints driven by strong demand for its Peanut Butter Creamy and other product...

Yoshimura Food Holdings to Acquire Grill Maker Kosei Kogyo for Overseas Expansion Push

Sep 2, 2026

Yoshimura Food Holdings K.K. has resolved to acquire Kosei Kogyo, a Chiba-based manufacturer of commercial grills, making it a subsidiary as part of its strategy to strengthen its portfolio of high-value-added Japanese food-related products. Kosei Ko...

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Oct 17, 2026