For the interim period of the fiscal year ending January 2027, revenue increased to ¥2,261 million, while the Company recorded an operating loss of ¥627 million and an interim net loss attributable to owners of the parent of ¥648 million, with losses widening from the same period of the previous year. The full-year earnings forecast remains unchanged, and the Company has also decided to establish a subsidiary and acquire all shares of 株式会社チチカカ.
株式会社ジェリービーンズグループ and its consolidated subsidiaries
Lifestyle business (3D Fruit Pops Ice, women's footwear, apparel, SAPPUN, JELLY BEANS STYLE, etc.); Other businesses (batteries for grid-scale storage facilities, たつの recycled heavy-oil refinery, etc.)
Continued inflation, persistently high energy prices and raw material costs, delayed sales recovery following the recall of 3D Fruit Pops Ice, and the longer-than-expected time required to establish the structure and make preparations for the start of sales.
Revenue of ¥2,261 million, operating loss of ¥627 million, ordinary loss of ¥666 million, and interim net loss attributable to owners of the parent of ¥648 million. Extraordinary losses of ¥106.968 million were recorded, including a loss on disposal of non-current assets of ¥855 thousand, an impairment loss of ¥61.112 million, and a remittance fraud loss of ¥45 million.
Second quarter of the fiscal year ending January 2027 (interim period) (1 February 2026 to 31 July 2026)
There is no change to the full-year consolidated earnings forecast announced on 13 March 2026 (revenue of ¥5,740 million, operating profit of ¥304 million, ordinary profit of ¥278 million, and net income attributable to owners of the parent of ¥164 million).
(Expansion of business areas and diversification of the earnings base) In addition to the core women's footwear retail business, the Company is expanding into multiple business areas, including lifestyle, sustainability and entertainment, and working to build an earnings base that does not depend excessively on any particular product or business. / (Cost structure reform) The Company is consolidating the Group's logistics functions within its consolidated subsidiary 株式会社JBロジスティクス, while continuing to review sales channels, product mix, inventory levels and various business operating costs, primarily in the women's footwear retail business.
From the third quarter onward, the Company will review operations in the ice cream sales business, pursue initiatives with new sales partners, launch new brands and products, expand wholesale channels, and complete battery projects for grid-scale storage facilities and recognize the related revenue. 株式会社JBビズサービス is scheduled to be established by September 2026, with operations scheduled to begin in October 2026. The Company will acquire the shares of 株式会社チチカカ on 10 September 2026 and make it a subsidiary.
With regard to establishing an overseas subsidiary in Taiwan, the Company is closely examining the business potential and costs and plans to make a timely disclosure once there is progress.
| Item | Details |
|---|---|
| Event name | Second Quarter (Interim Period) Financial Results for the Fiscal Year Ending January 2027 [Japanese GAAP] (Consolidated) |
| Date of occurrence | 1 February 2026 to 31 July 2026 (the interim consolidated accounting period) / 10 September 2026 (the date of the Board of Directors' resolutions on establishing the subsidiary and acquiring the shares) |
| Subject Entity | 株式会社ジェリービーンズグループ and its consolidated subsidiaries |
| Target Locations / Products | Lifestyle business (3D Fruit Pops Ice, women's footwear, apparel, SAPPUN, JELLY BEANS STYLE, etc.); Other businesses (batteries for grid-scale storage facilities, たつの recycled heavy-oil refinery, etc.) |
| Cause | Continued inflation, persistently high energy prices and raw material costs, delayed sales recovery following the recall of 3D Fruit Pops Ice, and the longer-than-expected time required to establish the structure and make preparations for the start of sales. |
| Amount of Impact on Business Performance | Revenue of ¥2,261 million, operating loss of ¥627 million, ordinary loss of ¥666 million, and interim net loss attributable to owners of the parent of ¥648 million. Extraordinary losses of ¥106.968 million were recorded, including a loss on disposal of non-current assets of ¥855 thousand, an impairment loss of ¥61.112 million, and a remittance fraud loss of ¥45 million. |
| Accounting period in which recognized | Second quarter of the fiscal year ending January 2027 (interim period) (1 February 2026 to 31 July 2026) |
| Impact on Earnings Forecast | There is no change to the full-year consolidated earnings forecast announced on 13 March 2026 (revenue of ¥5,740 million, operating profit of ¥304 million, ordinary profit of ¥278 million, and net income attributable to owners of the parent of ¥164 million). |
| Measures to prevent recurrence | (Expansion of business areas and diversification of the earnings base) In addition to the core women's footwear retail business, the Company is expanding into multiple business areas, including lifestyle, sustainability and entertainment, and working to build an earnings base that does not depend excessively on any particular product or business. / (Cost structure reform) The Company is consolidating the Group's logistics functions within its consolidated subsidiary 株式会社JBロジスティクス, while continuing to review sales channels, product mix, inventory levels and various business operating costs, primarily in the women's footwear retail business. |
| Outlook | From the third quarter onward, the Company will review operations in the ice cream sales business, pursue initiatives with new sales partners, launch new brands and products, expand wholesale channels, and complete battery projects for grid-scale storage facilities and recognize the related revenue. 株式会社JBビズサービス is scheduled to be established by September 2026, with operations scheduled to begin in October 2026. The Company will acquire the shares of 株式会社チチカカ on 10 September 2026 and make it a subsidiary. |
| Planned follow-up disclosure | With regard to establishing an overseas subsidiary in Taiwan, the Company is closely examining the business potential and costs and plans to make a timely disclosure once there is progress. |
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The Company cited weak personal consumption amid continued inflation and persistently high energy prices and raw material costs, the slower-than-expected recovery in sales following the recall of 3D Fruit Pops Ice, and the longer-than-expected time required to establish wholesale channels and prepare for the launch of new brands. It also considers the continuation of consecutive losses resulting from the prolonged deterioration in operating performance to be a factor raising significant doubt about the going concern assumption.