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EarningsQ4 2026 Earnings Report
TKLF Q4 2026 EPS Results
Actual EPS$0.37
Consensus EPS―
Beat/Miss―
One Year Ago EPS$1.16
TKLF Q4 2026 Revenue Results
Actual Revenue$182.16M
Expected Revenue―
Beat/Miss―
YoY Revenue Growth+62.53%
Earnings Announcement Details
QuarterQ4 2026
Date07/10/2026
TimeBefore Open
Conference CallFriday, July 10, 2026
TKLF Upcoming Earnings
Yoshitsu Co. Ltd. Sponsored ADR's next earnings date is estimated for December 18, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
TKLF Q4 2026 Earnings Call
0:00 / 0:00
Q4 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights exceptional top-line growth (total revenue +77.6%, franchise/wholesale +86.9%) and successful strategic expansion (asset-light scaling, luxury goods contribution, 48% asset growth). However, material concerns include a steep decline in net income and EPS, compressed gross margin (down 3.9 ppt), rising operating expenses (+29.6%), operating cash outflow (-$10.3M), low cash balance ($2.1M) and large accounts receivable exposure. Management frames some negatives as mix- and tax-related and emphasizes long-term growth plans. Overall, the positive execution on growth and expansion is tempered by meaningful near-term profitability and liquidity challenges, leaving the call balanced between strong growth momentum and financial risks.Company Guidance
Record Revenue Growth
Total revenue increased 77.6% year-over-year to $373.2M (from $210.1M), driven largely by wholesale and franchise expansion and higher luxury product sales.
Franchise and Wholesale Expansion
Revenue from franchise stores and wholesale operations grew 86.9% to $346.7M, reflecting successful scaling of the asset-light model and an expanded wholesale customer base.
Directly Operated Stores Grew
Directly operated store revenue increased 15.7% year-over-year to $19.8M, showing continued growth in owned retail channels.
Luxury Goods as a Meaningful Contributor
Luxury goods segment quickly emerged as a meaningful contributor to growth, cited as a primary driver of the wholesale/franchise revenue increase.
Balance Sheet and Scale Gains
Total assets increased 48% during fiscal 2026; the company remained profitable for the third consecutive year. Merchandise inventory totaled $14.4M and accounts receivable were $186.8M (22.3% collected post-period).
Geographic and Distribution Expansion
Opened 4 new physical international stores, added 68 new wholesale customers, plans to establish a distribution center in Australia, and intends to open 20 directly operated stores and 23 franchise stores over the next three years across multiple regions.
Gross Profit Increased
Gross profit rose 17.5% to $28.1M (from $23.9M), indicating higher absolute profitability even as revenue mix shifted.
TKLF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed