Added to YB: 2025-05-28
Pitch date: 2025-04-10
8136.T [bearish]
Sanrio Company, Ltd.
+16.96%
current return
Author Info
No bio for this author
Company Info
Sanrio Company, Ltd., together with its subsidiaries, plans and sells social communication gifts, greeting cards, and books in Japan, Europe, North America, South America, rest of Asia, and internationally.
Market Cap
N/A
Pitch Price
JPY 6.0K
Price Target
1.9K (-62%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Specialty Retail
Category
N/A
Sanrio Company, Ltd. - $8136.T (short)
8136.T SHORT: Hello Kitty owner seeing licensing saturation. US licensees projecting 10-20% 2025 sales decline vs analyst 30% growth est. Mirrors 2012-14 bust when stock fell 58%. At 37x P/E, expecting EPS ¥100-120 vs est ¥180-200 (50-70% downside). Americas = 19% of sales but 38% of profits. Tailwinds fading: COVID, content gaps, nostalgia, yen weakness.
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