1. Japan Stocks

  2. •

    Consumer Cyclical

  3. •

    Department Stores
ARCS Company Limited

ARCS Company Limited

9948.T
ARCS Company LimitedJP flagTokyo Stock Exchange
3,585.00
JPY
-15.00
- -
191.01BMarket Cap
ARCS Company Limited
9948.T
(Tokyo Stock Exchange)

Recent

price

3,585.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
FRC
7,371.91
7,763.02
8,129.09
8,257.84
8,489.17
9,030.31
9,223.68
9,276.85
9,264.29
9,185.78
9,861.14
10,227.36
10,101.4
10,760.75
11,269.45
- -
11,153.93
Revenue per Share
132.31
296.59
154.59
115.86
145.48
117.79
188.79
185.1
183.89
121.54
229.59
182.46
177.46
214.03
204.96
- -
203.15
Basic EPS, GAAP
90.2
199.16
148.54
138.25
195.21
124.2
135.41
129.49
88.49
78.04
411.11
148.11
164.79
236.73
137
- -
234.03
Free Cash Flow per Basic Share
34.89
40.02
36.83
40.98
39.64
43.02
41.98
47.99
48.67
51.25
49.93
56.84
58.14
59.5
72.88
- -
68.43
Dividend per Share
1,401.94
1,766.6
1,603.28
1,630.41
1,725.34
1,766.75
1,913.57
2,056.79
2,217.82
2,239.73
2,421.12
2,546.84
2,688.48
2,895.74
3,081.2
- -
3,002.61
Book Value per Share
1,574.26
2,022.43
1,942.91
1,972.67
2,123.87
2,099.46
2,236.03
2,285.1
2,462.81
2,328.53
2,579.81
2,724.32
2,912.25
3,103.84
3,311.02
- -
3,215.93
Tangible Book Value per Share
41
45
53
55
55
56
56
55
55
57
56
56
56
55
54
- -
54
Basic Weighted Avg Shares
303,608
348,198
433,992
454,391
470,310
501,905
512,645
513,955
512,246
519,218
556,946
577,568
566,209
591,557
608,284
626,957
602,096
Sales/Revenue/Turnover
8.32
3.22
3.1
2.96
2.7
2.88
2.9
2.81
2.89
2.34
3.19
2.7
2.62
2.85
2.62
2.81
2.67
Operating Margin (%)
3,219
4,240
5,665
5,799
6,024
6,260
6,429
6,572
6,519
7,127
8,314
8,868
8,822
9,874
10,470
10,525
10,207
Depreciation Expense
5,449
13,303
8,253
6,375
8,060
6,547
10,493
10,255
10,168
6,870
12,967
10,304
9,947
11,766
11,063
12,445
10,966
Net Income, GAAP
44.75
27.64
43.98
50
44.41
53.53
26.35
31.74
29.49
43.82
32.28
38.43
35.82
32.56
32.54
31.53
33.95
Effective Tax Rate (%)
1.79
3.82
1.9
1.4
1.71
1.3
2.05
2
1.98
1.32
2.33
1.78
1.76
1.99
1.82
1.98
1.82
Profit Margin (%)
-16,593
-7,848
-7,087
2,309
4,809
2,277
10,108
12,999
14,056
14,819
28,133
33,285
42,830
42,050
47,900
55,782
43,366
Working Capital
2,999
7,136
5,586
9,635
13,757
10,527
12,431
11,696
11,691
14,836
15,762
15,931
18,493
17,634
18,394
17,623
17,551
LT Debt
67,168
93,320
105,780
110,019
119,418
118,367
126,857
133,442
147,529
144,581
157,502
163,994
171,686
177,808
184,036
196,141
179,899
Total Equity
16.06
8.18
6.36
5.28
5.16
4.66
7.53
6.51
6.43
3.99
6.73
5.04
4.8
5.5
5.03
5.37
5.13
Return on Invested Capital (%)
7.44
15.96
8.54
6.26
7.27
5.72
8.8
8.12
7.53
4.77
8.46
6.32
5.77
6.52
5.85
6.28
6.04
Return on Capital (%)
9.78
19.42
10.01
7.27
8.7
6.76
10.26
9.31
8.6
5.51
9.85
7.35
6.75
7.59
6.8
7.3
6.92
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Feb'24
May'25
Aug'25
ST Debt
8,574
8,454
7,761
LT Borrowings
14,394
14,957
13,922
LT Finance Leases
3,240
3,153
3,629
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
54
54
54
Market Capitalization
173,028
160,107
137,489

Working Capital

FRC

•

in mil. unless spec.
Feb'24
May'25
Aug'25
Total Current Assets
108,890
112,104
117,542
Cash, Cash Equivalents & STI
74,785
78,029
82,470
Accounts Receivable, Net
6,718
7,684
8,074
Inventories
18,105
19,310
19,221
Total Current Liabilities
66,840
69,043
74,176
Payables & Accruals
- -
- -
- -
ST Debt
8,574
8,454
7,761
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
5.23%
4.49%
6.58%
Free Cash Flow
48.15%
18.49%
148.29%
Net Income, GAAP
11.43%
0.16%
12.49%
Sales/Revenue/Turnover
2.28%
2.42%
3.07%
Total Cash Common Dividend
5.94%
8.33%
5.64%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
148,824
153,916
- -
- -
608,284
2026
- -
- -
- -
- -
626,957
2027
- -
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
49.35
- -
- -
- -
204.96
2026
- -
- -
- -
- -
- -
2027
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2025
38.27
- -
- -
- -
72.88
2026
- -
- -
- -
- -
- -
2027
- -
- -
- -
- -
- -
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Business
ARCS Company Limited (9948.T) operates as a holding company primarily engaged in the supermarket retail business across Japan. The company oversees a network of community-based food supermarkets, general merchandise stores, home centers, and related operations through its subsidiaries; core offerings include fresh foods, groceries, daily necessities, household goods, alcohols, pharmaceuticals, and cameras or photographic materials under brands such as Fretty, Ralse, and group-specific chains. It maintains a strong presence in Hokkaido and extends operations to regions including Tohoku, Kanto, and beyond, targeting local consumers with affordable, accessible retail solutions. Founded on October 28, 1961, and headquartered at 2-32 Minami 13-jo Nishi 11-chome, Chuo-ku, Sapporo, Hokkaido 064-8610, Japan, ARCS employs 156 full-time staff at the parent level, with the group totaling 21,075 equivalents including part-time workers as of February 2025. Subsidiaries encompass Ralse Co., Ltd., Doutou Arcs Co., Ltd., Douhoku Arcs Co., Ltd., BELJOIS Co., Ltd., Ito Chain Co., Ltd., OTANI Co., Ltd., ELDy Co., Ltd., and others, handling supermarket management, drugstore services, and home improvement retail. The company lists on the Tokyo Stock Exchange First Section and Sapporo Stock Exchange, with capital of 21,205 million yen. Recent strategic developments include the 2018 capital and business alliance with Valor Holdings Co., Ltd. and Retail Partners Co., Ltd., forming the New Japan Supermarket Alliance to enhance procurement and operational efficiencies; a 2019 stock exchange making Ito Chain Co., Ltd. a wholly-owned subsidiary in Miyagi Prefecture; and a 2021 acquisition of all shares in Otani Co., Ltd. in Tochigi Prefecture. In fiscal 2025, ARCS reports ongoing share repurchases, enhanced shareholder benefit programs as of September 2025, and updated monthly performance disclosures reflecting stable retail growth amid economic pressures. These moves, alongside consistent financial reporting such as consolidated results for periods ended May 31, 2025, and February 28, 2025, underscore the company's focus on expansion, governance, and stakeholder returns in Japan's competitive supermarket sector.