Company Analysis

Tokyo Lifestyle Co., Ltd. (TKLF)

Nasdaq: TKLF · Retail-Retail Stores, NEC · Tokyo, JP · filing with the SEC since 2020
Grade5.4
◀ Past 5.3● Present 5.2▶ Future 5.9
1 est.

The grade of Tokyo Lifestyle Co., Ltd.

Nine metrics read from its own filings, by tense
Headline grade
5.4/10
◀ Past5.325% of the headline
● Present5.245% of the headline
▶ Future5.930% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.3/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
5.0/10

Has it survived what it has been through?

1 warning event since 2020; the latest 2022-07-29.

weight 45% of this tense · 50th percentile among 18 sector filers · read for itself

From the record

Tokyo Lifestyle Co., Ltd.'s filings since 2020 show 1 warning event: a late-report notice (Form NT 10-K or NT 10-Q, the latest 2022-07-29) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.5/10

What has it actually done, year after year?

+17.8% a year over 7 filed years; profitable in 6 of 7.

weight 33% of this tense · 65th percentile among 17 sector filers · read for its customers

From the record

Tokyo Lifestyle Co., Ltd.'s 7 filed years say what it did: revenue went from $140 million in fiscal 2020 to $373 million in fiscal 2026, up 17.8% a year; it rose in 5 of 6 years; the deepest fall was 28% from fiscal 2022 to fiscal 2023; net income was positive in 6 of 7 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span17.8%top 26% of its family
  • the share of years revenue rosetop 29% of its family
  • the share of filed years with a profittop 21% of its family
  • the deepest fall from a revenue peak27.7%bottom 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.9/10

How has it treated the people who own it?

Share count grew 5.3% a year. 4% of cash flow returned. Insiders: 0 sales, 7 purchases.

weight 22% of this tense · 39th percentile among 12 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-03-31, Tokyo Lifestyle Co., Ltd.'s diluted share count grew about 5.3% a year, and dividends and buybacks returned about 4% of its net income over 3 years (its filed statements). Its officers and directors filed 0 sales and 7 purchases of their own stock on the open market in the year to 2026-10-01, buying about $456 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 32% of its family
  • cash returned against operating cash flowbottom 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.2/1045% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
5.1/10

Is it financially healthy right now?

ROE 2%: 2¢ of profit per shareholder dollar. Leverage 82%: owes 82¢ per asset dollar.

weight 45% of this tense · 51st percentile among 18 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-03-31, Tokyo Lifestyle Co., Ltd. earned about 2 cents of profit for every dollar of shareholders' money. Leverage: it owed about 82 cents per dollar of assets, and net share issuance: its share count grew 0.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 31% of its family
  • return on equitytop 35% of its family
  • the share count against the year beforetop 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.8/10

How strong is its position in its industry?

top 42% of 17 in its family; net margin 0.2%.

weight 33% of this tense · 58th percentile among 17 sector filers · read for its customers

From the record

Tokyo Lifestyle Co., Ltd.'s standing among 17 graded names in its industry family: revenue of $373 million in fiscal 2026 ranks in the bottom 21% by size; a net margin of 0.2% ranks in the top 32%; revenue growth of 30% a year over the last 3 filed years ranks in the top 15% (its annual reports).

What it rests on

  • revenue against the family$373Mbottom 21% of its family
  • net margin0.2%top 32% of its family
  • three-year revenue growth30.0%top 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
4.4/10

What are the people in charge doing?

SI estimate 4.4/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 9 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 9 members with one.
What the record cannot read
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
family median, 9 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Tokyo Lifestyle Co., Ltd.'s leadership is put at 4.4 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 9 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.9/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.0/10

How much room does it have to grow?

bottom 40% of 17 in its family for room to expand.

weight 22% of this tense · 40th percentile among 17 sector filers · read for itself

From the record

Tokyo Lifestyle Co., Ltd.'s room to grow, from the newest filed statements (fiscal 2026): cash of $2 million against debt of $13 million leaves -4.8% of its assets as net cash, bottom 47% of its family; cash from operations less capital spending is -2.8% of revenue (bottom 32%) (its annual report).

What it rests on

  • cash less debt against assets-4.8%bottom 47% of its family
  • cash from operations less capital spending against revenue-2.8%bottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
7.0/10

What could actually drive growth from here?

top 30% of 17 in its family for growth drivers.

weight 45% of this tense · 70th percentile among 17 sector filers · read for its customers

From the record

Tokyo Lifestyle Co., Ltd.'s growth drivers, from the filed years to fiscal 2026: revenue grew 30% a year over the last three filed years against 17.8% over all 7, speeding up (top 3% of its family); the newest year grew 77.7% (top 3%); capital spending grew -30.5% a year (bottom 16%) (its annual reports). Tokyo Lifestyle Co., Ltd. reported 3 product lines in fiscal 2026: Franchise Stores and Wholesale Customers at $347 million (93%), Directly Operated Physical Stores at $20 million (5%), Online Stores and Services at $7 million (2%); 2 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+12.2 points a yeartop 3% of its family
  • the newest year's revenue growth77.7%top 3% of its family
  • three-year growth of capital spending-30.5%bottom 16% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.7/10

Did its newest year beat what its own record pointed to?

top 43% of 15 in its family for expectations against reality.

weight 33% of this tense · 57th percentile among 15 sector filers · read for its shareholders

From the record

Tokyo Lifestyle Co., Ltd.'s newest year against its own record: revenue of $373 million in fiscal 2026 came in 59.7% above the $234 million its prior three years' pace pointed to (top 3% of its family); net income of $717 thousand against a prior three-year average of $2 million (bottom 17%); a net margin of 0.2% against 0.7% before (top 43%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace59.7%top 3% of its family
  • net income against the prior three years' average-65%bottom 17% of its family
  • net margin against its prior average-0.6 pointstop 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TKLF · research, not advice