Worth reading
46Recurring
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
227
¥ billion (change in net sales from the previous fiscal year)Wording
Conditional
How definitive the wording is.Contents of this document
Financial results presentationFirst half of the fiscal year ending February 20276 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥88,905 million+134.4%
Operating profit¥995 million+155.5%
Ordinary income¥1,929 million+144.7%
Net income¥1,117 million+85.1%
Gross Profit Margin53.6
Operating profit margin1.1
Selling, general and administrative expenses¥46,627 million
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Net sales and operating profit fell short of plan; profit before tax and interim net income met planBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Existing business growth+¥90 million
- Effects of structural reforms+¥0.8 billion
- Impact of new businesses and exits-¥540 million
New initiatives
- Bringing 東洋エンタープライズ into the group and pursuing synergies
- Continuation of structural reforms
- Launch of e-commerce-exclusive projects, collaborations and special-order products by mix.tokyo
- Launch of a Kumamoto Earthquake Relief Charity T-Shirt
- Holding of the second Sustainability WEEK
Key KPIsA metric the company considers important as a management benchmark.
- Domestic e-commerce sales¥260 100 millionYear on year against the same period last year+196.5%
- Total e-commerce sales¥268 100 millionYear on year against the same period last year+187.2%
- mix.tokyo member count140 10,000 people
- New member registrations111.3 Year on year %Year on year against the same period last year+111.3%
- Existing-Store Sales in Japan104 Year on year %Year on year against the same period last year+104.0%
Number of stores and locations
Number at period-end778 Location
Stores opened during the period22 Location
Stores closed during the period19 Location
Acquisition of treasury shares
¥30 100 million
Acquisition periodApril 2026
| Item | Details |
|---|---|
| Document type | Financial results presentation |
| Fiscal Period Covered | First half of the fiscal year ending February 2027 |
| Net Sales | ¥88,905 million (YoY +134.4%) |
| Operating profit | ¥995 million (YoY +155.5%) |
| Ordinary income | ¥1,929 million (YoY +144.7%) |
| Net income | ¥1,117 million (YoY +85.1%) |
| Gross Profit Margin | 53.6 |
| Operating profit margin | 1.1 |
| Selling, general and administrative expenses | ¥46,627 million |
| Self-assessment against the plan | Net sales and operating profit fell short of plan; profit before tax and interim net income met plan |
| Breakdown of Factors Affecting the Change | Factors Existing business growth / Amount +¥90 million, Factors Effects of structural reforms / Amount +¥0.8 billion, Factors Impact of new businesses and exits / Amount -¥540 million |
| Key KPIs | Indicator name Domestic e-commerce sales / Value ¥260 100 million / Year on year against the same period last year ¥196.5 100 million, Indicator name Total e-commerce sales / Value ¥268 100 million / Year on year against the same period last year ¥187.2 100 million, Indicator name mix.tokyo member count / Value 140 10,000 people / Year on year against the same period last year Not disclosed, Indicator name New member registrations / Value 111.3 Year on year (%) / Year on year against the same period last year 111.3 Year on year (%), Indicator name Existing-Store Sales in Japan / Value 104 Year on year (%) / Year on year against the same period last year 104 Year on year (%) |
| Number of stores and locations | Number at period-end 778 Location / Stores opened during the period 22 Location / Stores closed during the period 19 Location |
| Acquisition of treasury shares | Amount ¥30 100 million / Acquisition period April 2026 |
| New initiatives | Bringing 東洋エンタープライズ into the group and pursuing synergies, Continuation of structural reforms, Launch of e-commerce-exclusive projects, collaborations and special-order products by mix.tokyo, Launch of a Kumamoto Earthquake Relief Charity T-Shirt, Holding of the second Sustainability WEEK |
Items this document does not state (16)
Results for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSegment resultsUnit price and quantity metricsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioCapital 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.Net sales increased due to the consolidation of デイトナ・インターナショナル and ウォーターフロント, as well as the recovery of men's casualwear and core brands. Operating profit increased on higher sales, an improved selling, general and administrative expense ratio, and the effects of structural reforms. Against plan, however, the sales shortfall, increased discounting, and the deterioration in gross margin caused by the weaker yen's impact on direct-import brands weighed on results. Net income declined following the reversal of a temporary improvement in the previous fiscal year attributable to tax effects.
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.