JII Compounders

Japanese equity research

LATEST COMPANY RESEARCH ·

Kurashicom

7110 JP · TSE Growth · ¥2,065

Kurashicom's core business is D2C sales of lifestyle products through Hokuoh, Kurashi no Douguten. It uses articles, video, and audio content to support customer acquisition and repeat purchases, while also providing brand support to corporate clients. It also operates the foufou fashion D2C brand.

What to watch

Content- and app-led customer engagement lifted annual buyers 14.5%, helping FY7/26 sales and EBITDA reach record highs. Under its policy of recurring FCF-linked buybacks, earnings growth and a declining share count could combine to lift EPS.

Read the Kurashicom company research
Market cap¥15.2bnSeptember 14, 2026 close
60-session ADTV¥7.67mn / dayThrough September 14, 2026
Forward EV/EBITDA5.6xFY7/27 company forecast
ROCE26.8%FY7/26 actual
Net cash / market cap35.2%End-July 2026
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