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Occurring Fact3539JM HOLDINGS CO.,LTD.Retail

Notice Regarding the Recognition of an Extraordinary Loss and Revisions to Earnings Forecasts

Due to lower profitability at certain stores operated by a consolidated subsidiary, the Company expects to recognize an impairment loss on stores of ¥1,042 million as an extraordinary loss for the fiscal year ending July 2026. Accordingly, the sales forecast was revised upward, while forecasts for operating profit, ordinary profit and net income attributable to owners of the parent were revised downward.

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77Important
Scored from 4 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
1042
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Notice Regarding the Recognition of an Extraordinary Loss and Revisions to Earnings Forecasts

Subject Entity

A consolidated subsidiary of 株式会社JMホールディングス (company name not disclosed)

Target Locations / Products

Certain stores operated by the Company's consolidated subsidiary (store names and locations not disclosed)

Awareness or receipt of notice3 September 2026 (the date on which the Board of Directors determined at its meeting held that day that the difference from the earnings forecast was expected to meet the disclosure criteria)
This disclosure09/03/2026
Cause

Profitability declined at certain stores operated by a consolidated subsidiary. In terms of earnings, the gross profit margin is expected to decline because the Company has proceeded cautiously with passing higher costs on to customers amid rising purchase prices for food products and other items.

Amount of Impact on Business Performance

An impairment loss on stores of ¥1,042 million is expected to be recognized as an extraordinary loss. Forecast net income attributable to owners of the parent decreased by ¥2,100 million, from ¥7,000 million to ¥4,900 million.

Accounting period in which recognized

The consolidated accounting period for the fiscal year ending July 2026 (1 August 2025 to 31 July 2026)

Impact on Earnings Forecast

The earnings forecast was revised as follows: sales from ¥196,000 million to ¥198,500 million, operating profit from ¥10,900 million to ¥9,000 million, ordinary profit from ¥11,000 million to ¥9,100 million, net income attributable to owners of the parent from ¥7,000 million to ¥4,900 million, and net income per share from ¥137.37 to ¥96.16.

Outlook

The final financial results will be announced in the "Financial Results Summary for the Fiscal Year Ended July 2026," scheduled for publication on 11 September 2026.

Event that occurred
ItemDetails
Event nameNotice Regarding the Recognition of an Extraordinary Loss and Revisions to Earnings Forecasts
Date recognized / date notice received3 September 2026 (the date on which the Board of Directors determined at its meeting held that day that the difference from the earnings forecast was expected to meet the disclosure criteria)
Subject EntityA consolidated subsidiary of 株式会社JMホールディングス (company name not disclosed)
Target Locations / ProductsCertain stores operated by the Company's consolidated subsidiary (store names and locations not disclosed)
CauseProfitability declined at certain stores operated by a consolidated subsidiary. In terms of earnings, the gross profit margin is expected to decline because the Company has proceeded cautiously with passing higher costs on to customers amid rising purchase prices for food products and other items.
Amount of Impact on Business PerformanceAn impairment loss on stores of ¥1,042 million is expected to be recognized as an extraordinary loss. Forecast net income attributable to owners of the parent decreased by ¥2,100 million, from ¥7,000 million to ¥4,900 million.
Accounting period in which recognizedThe consolidated accounting period for the fiscal year ending July 2026 (1 August 2025 to 31 July 2026)
Impact on Earnings ForecastThe earnings forecast was revised as follows: sales from ¥196,000 million to ¥198,500 million, operating profit from ¥10,900 million to ¥9,000 million, ordinary profit from ¥11,000 million to ¥9,100 million, net income attributable to owners of the parent from ¥7,000 million to ¥4,900 million, and net income per share from ¥137.37 to ¥96.16.
OutlookThe final financial results will be announced in the "Financial Results Summary for the Fiscal Year Ended July 2026," scheduled for publication on 11 September 2026.
Planned follow-up disclosureThe final financial results will be announced in the "Financial Results Summary for the Fiscal Year Ended July 2026," scheduled for publication on 11 September 2026.
Items this document does not state (15)
Date of occurrenceType of litigation or proceedingCourt or authorityPlaintiffDefendantDate of filing / date of actionClaim amount / surcharge amountAmount of receivables at risk of non-collection or delayed collectionSuspended operationsScheduled resumption dateInvestigation structureMeasures to prevent recurrenceDirectors' and officers' liabilityVoting rights ownership percentage before the changeVoting rights ownership percentage after the change

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.

Profitability declined at certain stores operated by a consolidated subsidiary. In addition, amid rising purchase prices for food products and other items, the gross profit margin is expected to decline because the Company has proceeded cautiously with passing higher costs on to customers.

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.
Notice Regarding the Recognition of an Extraordinary Loss and Revisions to Earnings Forecasts | JM HOLDINGS CO.,LTD. (3539) timely disclosure | Komori