Tokyo Lifestyle Co., Ltd. (TKLF)
NASDAQ: TKLF · Real-Time Price · USD
2.090
-0.100 (-4.57%)
Jul 22, 2026, 4:00 PM EDT - Market closed
Tokyo Lifestyle Earnings Call Transcripts
Fiscal Year 2026
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Revenue surged 77.6% year-over-year to $373.2 million, driven by franchise, wholesale, and luxury goods growth, though net income fell to $0.7 million due to tax impacts. Gross margin declined to 7.5% as the business shifted to asset-light channels.
Fiscal Year 2025
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Revenue grew 7.4% to $210.1M, with strong gains in physical, franchise, and wholesale channels. Net income declined to $6.6M due to FX and warrant impacts, while new stores and product lines drove expansion. Plans include further global growth and operational efficiency.
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Revenue grew 32.1% to $98M, driven by franchise and wholesale expansion, while net income fell 31.6% to $1.3M due to FX losses and warrant liability changes. Strategic global growth and cost controls supported operational gains.