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Financial results presentation3140BRUNO,Inc.Trading & Wholesale

Earnings Presentation Materials for the Third Quarter of the Fiscal Year Ending June 2026

For the nine months ended March 2026, revenue fell below the same period of the previous year, while operating profit, ordinary income and net income increased, driven by a sales strategy focused on brand strength and profitability and reductions in logistics costs. The gross profit margin also improved, and inventory was substantially reduced.

Worth reading
43Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
106
Millions of yen (year-on-year increase in operating profit)
Wording
Conditional
How definitive the wording is.

Contents of this document

Financial results presentationThird quarter of the fiscal year ending June 20263 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥10,321 million-9.0%
Operating profit¥506 million+27.0%
Ordinary income¥393 million+42.0%
Net income¥564 million+279.0%
Gross Profit Margin44.4%
Selling, general and administrative expenses¥4,079 million
Full-year earnings forecast
Net Sales
¥13,000 million
Operating profit
¥600 million
Ordinary income
¥400 million
Net income attributable to owners of the parent
¥380 million
Earnings per share
26.49 yen
What the company explained in this material
New initiatives
  • Redesign of the sales strategy for core kitchen appliances
  • Expansion into kitchen appliances, interior appliances and beauty appliances in growth markets
  • Launch of high-end models
  • Stronger promotion using social media
  • Planned opening of a pop-up store in Paris
  • Launch of the Auto Cook Pot, Glass Air Fryer, Daily Pressure Cooker and 6WAY Cooling Folding Fan
  • Launch of new products in the MILESTO XTREC series
  • Rollout of original mizuhiki gift sets for BRUNO catalog gifts
Key KPIsA metric the company considers important as a management benchmark.
  • EBITDA¥673 million
    Year on year against the same period last year+¥87 million
  • ROA（LTM）5.8 %
    Year on year against the same period last year+5.7pt
  • ROE（LTM）11.1 %
    Year on year against the same period last year+10.9pt
  • Catalog gift sales¥894 million
    Year on year against the same period last year124%
  • Overseas wholesale channel revenue¥1,344 million
Segment results
BRUNO brand
Net Sales
¥6,425 million
Year on year against the same period last year92%
MILESTO brand
Net Sales
¥753 million
Year on year against the same period last year82%
Overseas Sales Channels
Net Sales
¥1,344 million
Sales mix13%
Contents of this document
ItemDetails
Document typeFinancial results presentation
Fiscal Period CoveredThird quarter of the fiscal year ending June 2026
Net Sales¥10,321 million (YoY -9.0%)
Operating profit¥506 million (YoY +27.0%)
Ordinary income¥393 million (YoY +42.0%)
Net income¥564 million (YoY +279.0%)
Gross Profit Margin44.4%
Selling, general and administrative expenses¥4,079 million
Full-year earnings forecastNet Sales ¥13,000 million / Operating profit ¥600 million / Ordinary income ¥400 million / Net income attributable to owners of the parent ¥380 million / Earnings per share 26.49 yen
Segment resultsBRUNO brand Net Sales ¥6,425 million / Year on year against the same period last year 92% / MILESTO brand Net Sales ¥753 million / Year on year against the same period last year 82% / Overseas Sales Channels Net Sales ¥1,344 million / Sales mix 13%
Key KPIsEBITDA ¥673 million, ROA（LTM） 5.8 %, ROE（LTM） 11.1 %, Catalog gift sales ¥894 million, Overseas wholesale channel revenue ¥1,344 million
New initiativesRedesign of the sales strategy for core kitchen appliances, Expansion into kitchen appliances, interior appliances and beauty appliances in growth markets, Launch of high-end models, Stronger promotion using social media, Planned opening of a pop-up store in Paris, Launch of the Auto Cook Pot, Glass Air Fryer, Daily Pressure Cooker and 6WAY Cooling Folding Fan, Launch of new products in the MILESTO XTREC series, Rollout of original mizuhiki gift sets for BRUNO catalog gifts
Items this document does not state (19)
Operating profit marginResults for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareKey points of the Q&A

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 reasons the company gives

The company's own explanation, not something inferred from the numbers.

The company cited a sales strategy focused on brand strength and profitability, earnings improvement measures including reductions in logistics costs, optimization of the number of SKUs and production cycles, and more sophisticated inventory management. Meanwhile, MILESTO's capture of travel demand fell short of expectations.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Earnings Presentation Materials for the Third Quarter of the Fiscal Year Ending June 2026 | BRUNO,Inc. (3140) timely disclosure | Komori