Added to YB: 2026-02-18
Pitch date: 2026-02-14
7581.T [bullish]
Saizeriya Co.,Ltd.
+1.22%
current return
Author Info
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Company Info
Saizeriya Co.,Ltd. operates restaurants in Japan, Australia, and Asia. It operates Italian wine and cafe restaurants under the Saizeriya brand name.
Market Cap
JPY 326.5B
Pitch Price
JPY 6.6K
Price Target
N/A
Dividend
0.45%
EV/EBITDA
N/A
P/E
28.36
EV/Sales
1.08
Sector
Hotels, Restaurants and Leisure
Category
growth
Saizeriyans at the Gate
7581.T: Japan Italian restaurant chain w/ 'Scale Economies Shared' moat - $2-3 USD plates, 40%+ cheaper than peers, yet profitable & growing double-digits. Vertically integrated w/ own farms/factories for quality control. 0 marketing costs, 10M+ social media views from organic fans. Founder studied McDonald's/Walmart playbook. Inflation beneficiary - not raising prices = exploding demand. All-time high valuation but long-term hold.
Read full article (6 min)