2698.T(2698.T)

$3500.00—

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2698.T(2698.T)

JPX

$3500.00—

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2698.T(2698.T)

2698.T

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/23/26

CAN DO (2698.T)

Thursday

3:51 AM

Thesis: Recent improvements in e-commerce performance and same-store sales growth have shifted investor sentiment positively, indicating resilience in consumer demand.

Revenue Outlook

Metric	FY2025	FY2026E
Revenue	$85.9B	$90.6B
Rev. Growth	+3.0%	+5.5%
EPS	$27.89	$43.70
EPS Growth	+374%	+56.7%
P/E (fwd)	124.8×	79.6×

★ Analysts see FY2026 revenue reaching $90.6B — +5.5% growth in a single year.

What’s Driving the Stock

1E-commerce sales growth accelerated to 25% YoY, indicating strong demand for online shopping options.
2Same-store sales growth has remained positive at 4% YoY, outperforming industry averages.
3Cost control measures have improved operating margins, with expectations for a 50 basis point increase in the next quarter.
4Expansion into underserved regional markets is projected to add $1B in revenue over the next three years.
5Digital transformation in retail
6Sustainability initiatives in consumer goods
7Consumer spending trends in Japan, particularly in urban areas
8E-commerce growth rates and online sales performance

FY2025 Snapshot

Revenue: $85.9B
Rev. Growth: +3.0%
Gross Margin: 38.0%
Op. Margin: 1.8%
Net Margin: 0.5%
Net Income: $446M
NI Growth: +374%
EPS: $27.89
1Y Return: -0.1%

2698.T Chart

My Notes

"Management noted, 'Our focus on enhancing the online shopping experience is yielding strong results, positioning us well for future growth.'"
Moat: Can Do's established brand and extensive store network provide a significant competitive advantage in attracting and retaining customers.
value - Investors may be drawn to Can Do's low Price/Sales ratio of 0.6x, indicating potential undervaluation relative to peers.
Moderate sensitivity to interest rates, as higher rates can reduce consumer spending power and increase financing costs for expansion.
Watch on earnings: Consumer Sentiment (UMCSENT), Same-store sales growth, E-commerce sales growth.

One Sentence Summary:

The bull case: Can Do is positioned for +5.5% growth on the back of e-commerce sales growth accelerated to 25% yoy, indicating strong demand for online shopping options.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

P/E (fwd)

124.8×

79.6×

What’s Driving the Stock

1E-commerce sales growth accelerated to 25% YoY, indicating strong demand for online shopping options.

2Same-store sales growth has remained positive at 4% YoY, outperforming industry averages.

3Cost control measures have improved operating margins, with expectations for a 50 basis point increase in the next quarter.

4Expansion into underserved regional markets is projected to add $1B in revenue over the next three years.

5Digital transformation in retail

6Sustainability initiatives in consumer goods

7Consumer spending trends in Japan, particularly in urban areas

8E-commerce growth rates and online sales performance

My Notes

"Management noted, 'Our focus on enhancing the online shopping experience is yielding strong results, positioning us well for future growth.'"

Moat: Can Do's established brand and extensive store network provide a significant competitive advantage in attracting and retaining customers.

value - Investors may be drawn to Can Do's low Price/Sales ratio of 0.6x, indicating potential undervaluation relative to peers.

Moderate sensitivity to interest rates, as higher rates can reduce consumer spending power and increase financing costs for expansion.

Watch on earnings: Consumer Sentiment (UMCSENT), Same-store sales growth, E-commerce sales growth.