Nichirei, JP3665200006

Nichirei reports 53,866-person data leak. Six analysts rate Nichirei stock Outperform

Published on 10/01/2026 at 22:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-quarter sales reached JPY 229.0 billion. Nichirei stock costs EUR 11.90 on October 1, 2026 after EUR 11.95, minus 0.42 percent.

Nichirei, JP3665200006, Illustration mit AI erstellt.

Nichirei Corporation (ISIN JP3665200006) was trading at EUR 11.90 at Lang & Schwarz on October 1, 2026 at 10:28 p.m. CEST, down 0.42 percent from the EUR 11.95 prior close. Nichirei reported that a system investigation confirmed a personal-information leak affecting 53,866 people on September 18, 2026, while six analysts give Nichirei stock an Outperform consensus.

Data leak raises governance stakes

According to Note, the affected group included 3,308 home-delivery customers, 6,849 business-partner representatives and 43,709 current and former employees, family members and job applicants. The figures make the September 18 disclosure more than an operational footnote because the incident reached customer and personnel records.

The companys Nichirei investor-relations page lists the September 18 notice alongside its October 1, 2026 release of the Integrated Report 2026. For investors, the combination puts operational resilience and capital allocation next to the earnings debate.

Profit mix matters in fiscal 2026

In the first quarter of the fiscal year ending December 2026, sales rose from JPY 170.7 billion to JPY 229.0 billion, a 34.15 percent increase, according to Note. Operating profit moved from JPY 8.688 billion to JPY 8.249 billion, a 5.05 percent decline, while quarterly net profit rose from JPY 5.648 billion to JPY 6.919 billion, a 22.51 percent increase.

The contrast is important: revenue expanded sharply, but operating profit weakened while net profit benefited from other income. The same source reports that a JPY 3.265 billion gain on investment securities contributed to the first-quarter result, making the operating line a cleaner measure of underlying execution.

Activist pressure meets valuation

On September 10, 2026, Oasis Management announced dialogue and proposals involving assets, borrowings, governance, business portfolio and capital returns, as MarketScreener reported. The activist also indicated that it could submit further proposals and increase its holding, giving the stock a governance catalyst beyond the food and logistics businesses.

MarketScreener lists six analysts with an Outperform mean consensus and an average target of JPY 2,291.67. The Tokyo-listed quote of JPY 2,114.00 on October 1, 2026 at 3:30 p.m. JST leaves that target 8.41 percent above the primary-exchange price, while the euro quote reflects the separate German trading perspective.

Stock price and investor perspective

Nichirei was trading at EUR 11.90 at Lang & Schwarz on October 1, 2026 at 10:28 p.m. CEST, minus 0.42 percent versus the EUR 11.95 prior close dated September 30, 2026. The price sits alongside a JPY 529.8 billion market capitalization and a JPY 1,708.00 to JPY 2,369.00 52-week range on the Tokyo Stock Exchange.