Added to YB: 2025-07-29
Pitch date: 2025-03-20
2222.T [bullish]
Kotobuki Spirits Co., Ltd.
-25.43%
current return
Author Info
No bio for this author
Company Info
Kotobuki Spirits Co., Ltd. produces and sells sweets in Japan. The company offers biscuits and cakes, as well as confectionary products.
Market Cap
JPY 310.9B
Pitch Price
JPY 2.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.95
P/E
25.82
EV/Sales
3.94
Sector
Food Products
Category
growth
Sweet spot in Japan - Kotobuki Spirits Co., Ltd.
2222.T: Premium gift sweets leader LeTAO benefits from 3 Japanese trends: healthy inflation (CPI +2.9% YoY), wage hikes (+5.46% in FY25), record tourism (36.9M visitors in 2024, +47% YoY). 20% of sales from tourists, expanding from 130 stores adding 5-10 yearly. Strong pricing power enabled 10% price increase in FY24. Q4 2024: sales +14%, op profit +15%.
Read full article (3 min)