What exactly did Ichibanya acquire, and why does it matter?

Ichibanya made night-parfait operator GAKU a wholly owned subsidiary. The move adds a dessert format to complement CoCo Ichibanya curry restaurants, aiming to boost traffic and average ticket, especially in late-night hours. If unit economics scale, the GAKU acquisition can broaden revenue streams and support multi-year growth.

Is Ichibanya stock cheap after the news?

Not particularly. At ¥912, the stock trades at a P/E of 48.54 and P/B of 4.60, richer than many Japan restaurant stocks. The balance sheet is strong and yield is about 1.75%, but investors will need evidence that desserts expand margins and earnings to justify the premium.

What near-term price levels should traders watch?

Watch support around ¥905–¥912 and resistance near ¥932–¥943, which align with Bollinger bands and recent intraday ranges. The ATR is 13.12, suggesting moderate daily movement. A sustained close above the 50-day average at ¥920.54 would improve momentum signals.

When is the next earnings report, and what should I track?

Ichibanya is scheduled to report on April 8, 2026. Track same-store sales, average ticket, dessert mix, integration costs, and early returns from GAKU pilots. Commentary on rollout pace, co-location trials, and margin impact will guide how quickly the acquisition can influence earnings.

How does this affect Ichibanya’s dividend outlook?

The trailing dividend is ¥16 per share, roughly a 1.75% yield at ¥912. Low leverage and a solid current ratio support stability, but future increases will depend on execution, traffic trends, and margins. If GAKU lifts cash flow without heavy capital needs, dividend flexibility could improve.

Global Market Insights

7630.T Stock Today: January 1 — Ichibanya Buys GAKU to Boost Growth

ByHuzaifa Zahoor January 1, 2026January 1, 2026

Ichibanya stock is in focus after the company made night-parfait operator GAKU a wholly owned subsidiary to widen formats and support growth. Ichibanya (7630.T) closed at ¥912 on Dec 30, down ¥16, as investors weighed diversification benefits and cross-traffic across its 1,493-store network. Management cited GAKU’s product appeal and high growth potential. We break down the GAKU acquisition, how the market reacted, and what matters next for Japan restaurant stocks, including valuation, technicals, and practical watch points.