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GOURMET KINEYA CO., LTD. (JP:9850)
:9850
Japanese Market
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GOURMET KINEYA CO., LTD. (9850) AI Stock Analysis

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JP:9850

GOURMET KINEYA CO., LTD.

(9850)

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Neutral 51 (OpenAI - Gpt-5.6Sol)
Rating:51Neutral
Price Target:
¥989.00
▲(1.44% Upside)
Action:Reiterated
Date:08/18/26
The score is held back primarily by weakening profitability and thin free-cash-flow generation despite revenue growth and improving leverage. Technicals are mildly constructive with the stock trading above key moving averages, but valuation is a significant headwind given the extremely high P/E and low dividend yield.
Positive Factors
Revenue Recovery
Continued revenue growth indicates that customer demand and restaurant activity have recovered from the loss-making FY2021–FY2023 period, providing a durable base for future earnings if store economics and cost control improve.
Negative Factors
Margin Compression
The sustained decline in net and operating profitability suggests that higher labor, food, occupancy, or other operating costs are absorbing sales gains, leaving little earnings buffer if pricing power or customer traffic weakens.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Recovery
Continued revenue growth indicates that customer demand and restaurant activity have recovered from the loss-making FY2021–FY2023 period, providing a durable base for future earnings if store economics and cost control improve.
Read all positive factors

GOURMET KINEYA CO., LTD. (9850) vs. iShares MSCI Japan ETF (EWJ)

GOURMET KINEYA CO., LTD. Business Overview & Revenue Model

Company Description
Gourmet Kineya Co.,Ltd. operates a chain of restaurants. The company operates through Restaurant Business, ODM/OEM Business, Real Estate Leasing Business, and Transportation Business segments. It also offers in-flight meals; operates wholesale mar...
How the Company Makes Money
The company primarily makes money by selling food and beverages through its restaurant operations. Revenue is generated from in-store dining sales (and, where applicable, takeout and delivery) across its portfolio of restaurant brands and location...

GOURMET KINEYA CO., LTD. Financial Statement Overview

Summary
Top-line recovery remains intact, but profitability has weakened sharply (net margin ~0.5% in FY2026 vs ~1.5% FY2025 and ~3.0% FY2024). Leverage is improving (debt-to-equity down to ~1.43x), yet the balance sheet remains debt-heavy and ROE has fallen (~2.4%). Cash flow is the main drag: free cash flow is modest (~¥0.33B) with weak cash conversion (FCF/NI ~0.21x), limiting financial flexibility.
Income Statement
54
Neutral
Balance Sheet
58
Neutral
Cash Flow
46
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue43.53B44.09B42.07B37.03B29.89B23.27B
Gross Profit14.87B15.10B14.42B12.78B10.28B7.37B
EBITDA1.27B1.61B1.94B2.41B255.02M2.22B
Net Income39.54M225.19M649.19M1.10B-1.15B513.93M
Balance Sheet
Total Assets45.29B30.95B31.46B37.69B38.83B40.17B
Cash, Cash Equivalents and Short-Term Investments4.47B5.13B5.51B12.29B13.06B12.86B
Total Debt28.01B13.34B13.95B20.56B23.40B23.49B
Total Liabilities36.20B21.40B22.05B28.79B30.99B31.09B
Stockholders Equity8.87B9.34B9.25B8.75B7.68B8.82B
Cash Flow
Free Cash Flow0.00331.87M275.85M249.14M-467.62M1.80B
Operating Cash Flow0.001.59B1.65B1.47B483.21M2.56B
Investing Cash Flow0.00-1.17B-1.56B564.27M-233.47M287.52M
Financing Cash Flow0.00-769.77M-6.79B-2.84B-92.27M2.80B

GOURMET KINEYA CO., LTD. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price975.00
Price Trends
50DMA
967.72
Positive
100DMA
968.71
Positive
200DMA
971.06
Positive
Market Momentum
MACD
6.22
Negative
RSI
67.58
Neutral
STOCH
81.31
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9850, the sentiment is Positive. The current price of 975 is below the 20-day moving average (MA) of 981.05, above the 50-day MA of 967.72, and above the 200-day MA of 971.06, indicating a bullish trend. The MACD of 6.22 indicates Negative momentum. The RSI at 67.58 is Neutral, neither overbought nor oversold. The STOCH value of 81.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9850.

GOURMET KINEYA CO., LTD. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
¥150.20B63.861.71%6.78%-27.06%
68
Neutral
¥122.57B31.550.70%6.32%10.13%
64
Neutral
¥249.49B43.320.61%10.76%48.44%
62
Neutral
¥60.54B34.890.56%2.12%60.93%
57
Neutral
¥107.67B26.260.37%17.68%41.66%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
51
Neutral
¥22.69B575.720.62%1.71%-91.47%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9850
GOURMET KINEYA CO., LTD.
996.00
-1.91
-0.19%
JP:7630
Ichibanya Co., Ltd.
950.00
-43.28
-4.36%
JP:8153
MOS FOOD SERVICES, INC.
3,995.00
-16.28
-0.41%
JP:8200
Ringer Hut Co., Ltd.
2,356.00
31.15
1.34%
JP:9861
Yoshinoya Holdings Co., Ltd.
3,847.00
428.00
12.52%
JP:9887
Matsuya Foods Holdings Co., Ltd.
5,340.00
-1,831.11
-25.53%

GOURMET KINEYA CO., LTD. Corporate Events

Gourmet Kineya Announces Modest Share Buyback to Boost Capital Efficiency
Aug 12, 2026
Gourmet Kineya Co., Ltd. has resolved to acquire up to 24,000 of its common shares, with a maximum outlay of ¥30 million, through market purchases on the Tokyo Stock Exchange between August 21 and September 30, 2026. The buyback is intended t...
Gourmet Kineya Posts Wider Quarterly Loss but Holds Dividend and Full-Year Outlook
Aug 12, 2026
Gourmet Kineya reported net sales of ¥9,899 million for the quarter ended June 30, 2026, down 5.4% year-on-year, and posted an operating loss of ¥387 million, widening from the prior-year loss, with profit attributable to owners of paren...
Gourmet Kineya Finalizes Second Series of Stock Acquisition Rights for Directors
Jul 31, 2026
Gourmet Kineya Co., Ltd. has finalized the terms of its Second Series of Stock Acquisition Rights, structured as paid stock options for group leadership. The program will allocate 7,430 stock acquisition rights to 13 directors of the company and i...
Gourmet Kineya Launches Performance-Linked Stock Options for Directors
Jul 16, 2026
Gourmet Kineya Co., Ltd. has approved the issuance of paid stock acquisition rights to directors of the company and its subsidiaries, structured as stock options subscribed at fair value rather than as compensation. The plan follows an earlier unu...
Gourmet Kineya Cancels Director Stock Option Issuance After Exercise Terms Dispute
Jun 30, 2026
Gourmet Kineya Co., Ltd. has finalized the terms of a planned issuance of paid stock acquisition rights intended for directors of the company and its subsidiaries. The issuance was initially approved by the board on June 10, 2026, but ultimately r...
Gourmet Kineya Secures Dual ¥7.25 Billion Overdraft Lines to Boost Liquidity
Jun 25, 2026
Gourmet Kineya Co., Ltd., a Japan-based restaurant and food service operator listed on the TSE Prime Market, has entered into new secured credit lines to bolster its financial flexibility. The company continues to support its dining-focused busine...
Gourmet Kineya Makes MEAL HUB an Equity-Method Affiliate to Drive Airline Catering Expansion
Jun 24, 2026
Gourmet Kineya has approved a major capital injection into MEAL HUB Co., Ltd., a joint venture with Kobe Bussan Co., Ltd., to support its entry into the airline catering business. Following this capital increase, Gourmet Kineya will hold 25% of ME...
Gourmet Kineya Reveals Financial Profile of Highly Leveraged Parent MUKUMOTO
Jun 18, 2026
Gourmet Kineya disclosed that its unlisted parent company MUKUMOTO Co., Ltd. has finalized financial results for the fiscal year ended March 31, 2025, providing detailed balance sheet data to enhance transparency for investors. MUKUMOTO reported t...
Gourmet Kineya Clarifies Relationship With Controlling Shareholder
Jun 18, 2026
Gourmet Kineya Co., Ltd. has disclosed that MUKUMOTO Co., Ltd. holds 25.13% of its voting rights as an other associated company, making it a controlling shareholder under disclosure rules. The company emphasizes that there is no business relations...
Gourmet Kineya Sets Ambitious Profit Hurdles for New Director Stock Options
Jun 10, 2026
Gourmet Kineya has approved the issuance of 7,430 paid stock acquisition rights as stock options for directors of the company and its subsidiaries, corresponding to up to 743,000 shares, or about 3.24% of outstanding stock. The options will be sub...
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: Aug 18, 2026