Added to YB: 2026-09-02
Pitch date: 2026-08-29
7581.T [bullish]
Saizeriya Co.,Ltd.
-3.7%
current return
Author Info
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Company Info
Saizeriya Co.,Ltd. operates restaurants in Japan, Australia, Indonesia and Asia. It operates Italian wine and cafe restaurants under the Saizeriya brand name.
Market Cap
JPY 357.3B
Pitch Price
JPY 7.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.70
P/E
29.68
EV/Sales
1.09
Sector
Hotels, Restaurants and Leisure
Category
growth
Saizeriyans at the gate
7581.T: Saizeriya is a potential long-duration compounder built on a hard-to-replicate combination of high quality, exceptionally low prices and profitability. Its 1,700+ restaurants are still growing revenue at double-digit rates, Japanese same-store sales have risen double digits, and it has never used traditional marketing. The thesis puts replacement value above its roughly $2 billion market value and identifies a potential medium-term case even at an expensive-looking valuation, while asking how barely changed prices will adapt to sustained Japanese inflation.
Read full article (31 min)