Yakult Honsha makes the fermented milk drink Yakult, sold in small bottles through a direct-delivery sales force of door-to-door representatives across Japan and a growing set of overseas markets, with Yakult 1000 and the probiotic Lacto-Fermented Soybean Beverage among its other lines. Its advantage is a distribution and brand moat built over decades around a single health-positioned product, which supports a 59.0% gross margin. Growth is modest at 3.3% revenue expansion, so the case rests on the company's ability to hold margins and extend the brand internationally rather than on volume surprises. The stock trades at 18.7 times trailing earnings and 15.9 times forward earnings, a gap that implies the market expects earnings to grow faster than sales over the next year. Against an 8.2% return on equity and an 8.4% operating margin, the premium to the company's own earnings power is worth testing against segment-level overseas profitability before a deeper look.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥3010 | first publication | ¥2818 |
Answered from Yakult Honsha Co.,Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 2267.T Yakult Honsha Co.,Ltd. | ¥2826.00 | - | - | 18.8x | 8.2% | 67 | 65 |
| ANDINA-B.SN Embotelladora Andina S.A | CLP 4938.20 | - | - | 17.3x | 23.8% | 64 | 64 |
| 2579.T Coca-Cola Bottlers Japan Holdings Inc. | ¥3854.00 | - | - | 34.9x | 5.4% | 56 | 47 |
| ANDINA-A.SN Embotelladora Andina S.A | CLP 3975.00 | - | - | 13.9x | 23.8% | 64 | 68 |
| CELH Celsius Holdings Inc. Common Stock | $28.36 | $22 | 31% above | 123.8x | 5.1% | 68 | 42 |
| PRMB Primo Brands Corporation Class A Common Stock | $20.14 | $17 | 15% above | 67.1x | 3.6% | 37 | 50 |
| FIZZ National Beverage Corp. Common Stock | $37.07 | $29 | 28% above | 19.4x | 40.1% | 85 | 57 |
Where 2267.T ranks against its sector peers on each metric.