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ABC-Mart,Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Simply Wall St · 2d ago

As you might know, ABC-Mart,Inc. (TSE:2670) last week released its latest third-quarter, and things did not turn out so great for shareholders. It wasn't a great result overall - while revenue fell marginally short of analyst estimates at JP¥89b, statutory earnings missed forecasts by 10%, coming in at just JP¥37.82 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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TSE:2670 Earnings and Revenue Growth January 11th 2026

Taking into account the latest results, the consensus forecast from ABC-MartInc's nine analysts is for revenues of JP¥397.3b in 2027. This reflects a credible 6.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to rise 3.6% to JP¥188. Before this earnings report, the analysts had been forecasting revenues of JP¥398.8b and earnings per share (EPS) of JP¥192 in 2027. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.

See our latest analysis for ABC-MartInc

The average price target fell 6.1% to JP¥3,137, with reduced earnings forecasts clearly tied to a lower valuation estimate. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on ABC-MartInc, with the most bullish analyst valuing it at JP¥3,700 and the most bearish at JP¥2,640 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's pretty clear that there is an expectation that ABC-MartInc's revenue growth will slow down substantially, with revenues to the end of 2027 expected to display 4.9% growth on an annualised basis. This is compared to a historical growth rate of 12% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.8% per year. Factoring in the forecast slowdown in growth, it seems obvious that ABC-MartInc is also expected to grow slower than other industry participants.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that ABC-MartInc's revenue is expected to perform worse than the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of ABC-MartInc's future valuation.

With that in mind, we wouldn't be too quick to come to a conclusion on ABC-MartInc. Long-term earnings power is much more important than next year's profits. We have forecasts for ABC-MartInc going out to 2028, and you can see them free on our platform here.

Even so, be aware that ABC-MartInc is showing 1 warning sign in our investment analysis , you should know about...