Delisting riskPopularity #5,181
TKLF · NASDAQ · Specialty Retail

Tokyo Lifestyle (ADR) (TKLF)

Cross-border seller of Japanese beauty, luxury, electronics, and collectible goods.

$1.68
vs last close+0.00 (+0.30%)
Loading prices…

Tokyo Lifestyle Co., Ltd.TKLF
Consumer Discretionary

Sources Japanese beauty, luxury, electronics, collectible, health, and household goods, chiefly selling them to franchisees and wholesale customers while maintaining direct stores and online services. Revenue is concentrated in the wholesale/franchise channel, with branded retail identities spanning multiple international markets.

Sources Japanese beauty, luxury, electronics, collectible, health, and household goods for franchisees and wholesale customers, while also operating physical stores and online services. Merchandise reaches markets across Asia, North America, Europe, and Australia through the "Tokyo Lifestyle," "東京生活館," and "REIWATAKIYA" retail identities.

Runs direct stores to oversee merchandise quality, customer service, and shopping environments, backed by distribution centers in Tokyo and Hong Kong. Most revenue comes from franchise and wholesale sales, while Hong Kong is its largest market and luxury goods its largest product category. Operations depend on supplier sourcing, franchisees, marketplaces, cross-border logistics, and country-specific permits governing categories such as OTC drugs, alcohol, food, cosmetics, and luxury goods.

Company facts

CEOMei Kanayama
ListedJan 18, 2022
ExchangeNASDAQ
HeadquartersTokyo, Japan
CountryJapan
Employees160
CIK0001836242
ISINUS98741L2007

Market cap$709.0K
EPS (ttm)$1.70
P/E (ttm)0.9882
ROE1.7%
P/B0.0173
P/S0.0019
Dividend yieldDiv yield4.99%
Beta0.83vs XLY 0.21

No analyst consensus on record.

EPSReportedEstimate

Jul '26
Reported$3.70
Estimate
Surprise

RevenueReportedEstimate

Jul '26
Reported$182.2M
Estimate
Surprise
Estimate
Reported$3.70
Estimate
Reported$182.2M
View details

Debt to equity175.10%
Current ratio130.30%

ProfitabilityRevenueNet incomeNet margin

Q2 FY23Q4 FY23Q2 FY24Q4 FY24Q2 FY25Q4 FY25Q2 FY26Q4 FY26
Revenue$77.6M$92.1M$73.2M$121.5M$98.0M$112.1M$190.4M$182.2M
Net income$327.6K−$8.4M$1.9M$5.5M$1.3M$5.3M−$860.0K$1.6M
Net margin0.4%0.0%2.6%4.5%1.4%4.7%0.0%0.9%

GrowthOperating income

Q2 FY23Q4 FY23Q2 FY24Q4 FY24Q2 FY25Q4 FY25Q2 FY26Q4 FY26
Operating income$7.7M−$6.8M$328.6K$5.4M$3.2M$1.5M$3.6M−$415.8K
YoY growth+67.2%Turned loss−95.7%Turned profit+880.1%−72.5%+13.0%Turned loss

Balance sheet, Mar 31, 2026Cash & short-term investments $2.1M · Total debt $71.9M · Total assets $233.6M · Shareholders' equity $41.1M

Revenue
$182.2M
Operating income
−$415.8K
Net income
$1.6M
View details

Dividend yield
4.99%
Next ex-date
Sep 30, 26
estimated · in 7 days
Annual dividend
$0.08
per share
Schedule
Annual
one payment a year

HistoryDividendAnnual yield

Sep '25
Dividend$0.0838
Annual yield2.18%
Ex-dateSep 30
Payment dateDec 29
View details

Institutions0.09%383 ADS
1 holder · as of Sep 30, 2025
Insiders89.76%379.9K ADS
1 holder · as of Aug 26, 2026
Other10.15%43.0K ADS
remainder

423.3K ADS (1 ADS = 100 ordinary shares) as of Sep 21, 2026 · institutions as of Sep 30, 2025 · holders as of their latest filing

The share count is from the company's Mar 2023 annual report; nothing newer is on file here.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Mei KanayamaInsiderdirector, 10 percent owner, officer: Representative Director (PEO)
89.76%172,016 ADS · 20.79M ordinaryfiled Aug 26, 2026
Eversource Wealth Advisors, LLCInstitution
0.09%383 ADSas of Sep 30, 2025
Capital Fund I, L.P.Institution
5.70% of class, as filedfiled Apr 12, 2023
Synergy LimitedStrategic
5.20% of class, as filedfiled Oct 29, 2024
Yingjia YangInsider
8.90% of class, as filedfiled Feb 10, 2022

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 25, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+7,000$1.80
Aug 24, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+2,800$1.80
Mar 25, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+1,950$2.20
Mar 26, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+1,500$2.18
Mar 27, 2026Mei Kanayamadirector, 10 percent owner, officer: Representative Director (PEO)+1,300$2.20
View details

Not reported.