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Tokyo Lifestyle Co. Ltd. is a Japan-based retail and wholesale company focused on Japanese-origin consumer products, particularly beauty and health items. The company specializes in cosmetics, skincare, health foods, daily necessities, fragrance, body care, and a variety of sundry goods, including household items, decorative goods, confectionery, toys, electronics, and selected luxury products. Tokyo Lifestyle Co. Ltd. operates through three main segments: Directly-Operated Physical Stores, Online Stores and Services, and Franchise Stores and Wholesale Customers, with a significant share of activity coming from its franchise and wholesale network. It sells products through drugstores, branded retail outlets, e-commerce platforms, and mail-order channels, serving both individual consumers and business customers. The company has an international footprint, generating revenue from markets such as Hong Kong, Japan, the United States, other parts of North America, Thailand, the United Kingdom, and additional overseas regions. Incorporated in 2006 and headquartered in Tokyo, Japan, Tokyo Lifestyle Co. Ltd. plays a role in distributing Japanese lifestyle and wellness products across multiple global markets.
$2.22
$0.01 (-0.45%)
EOD Jul 17, 2026
Operating margin is thin at 4.00%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 15968.3%, still solid. Margins contracted 250.3pp, which offsets some of the top-line progress.
Free cash flow declined 24326% versus the prior year, cash generation momentum has weakened. ROIC dropped from 921.83% to 14.60%, capital efficiency is deteriorating.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
¥31.44B
▲ +15968.3% YoY
Net Income (TTM)
¥993M
▲ +13182.6% YoY
Op. Margin
4.00%
▼ -250.3pp YoY
ROIC
14.60%
▼ -907.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-¥238M
▼ -24325.6% YoY
Op. Cash Flow (TTM)
¥2.55B
▲ +25353.4% YoY
Net Debt
¥9.97B
Cash & Equiv.
¥721M
3Y CAGR: -80.4%
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Tokyo Lifestyle Co. (TKLF)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Tokyo Lifestyle Co. scores 27/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full . This is analysis, not investment advice.
Tokyo Lifestyle Co. scores 27 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 4.0% operating margin and a 14.6% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. you should weigh TKLF's valuation and scores 27/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.