Revised forecast
Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 15 May 2026The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.
The revisions reflect more cautious consumer spending resulting from consumers' stronger preference for saving against a backdrop of rising prices and other factors, the failure of advertising measures to reach the expected level, the suspension of the Renta! service following unauthorized access from outside the company, and the period until the service is fully restored, the impact on existing users, and the decline in consumer spending.
| Item | Details |
|---|---|
| Net Sales | Interim period 7,647 / Full year 15,328 → Interim period 7,349 / Full year 12,446(Interim period -3.9 / Full year -18.8) |
| Operating profit | Interim period 114 / Full year 334 → Interim period -147 / Full year -500 |
| Ordinary income | Interim period 142 / Full year 391 → Interim period -114 / Full year -437 |
| Profit attributable to owners of the parent | Interim period 1 / Full year 127 → Interim period -209 / Full year -480 |
| Net income per share | Interim period 0.17 / Full year 14.72 → Interim period -24.76 / Full year -61.71 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | 15 May 2026 |
| Previous-period results | Results for the same interim period of the previous fiscal year: revenue ¥7,457 million, operating profit ¥154 million, ordinary profit ¥200 million, interim net income attributable to owners of the parent ¥63 million, and interim earnings per share ¥7.39. Results for the previous fiscal year: revenue ¥14,740 million, operating profit ¥127 million, ordinary profit ¥481 million, net loss attributable to owners of the parent ¥4 million, and earnings per share -¥0.48. |
| Reason for the revision | The revisions reflect more cautious consumer spending resulting from consumers' stronger preference for saving against a backdrop of rising prices and other factors, the failure of advertising measures to reach the expected level, the suspension of the Renta! service following unauthorized access from outside the company, and the period until the service is fully restored, the impact on existing users, and the decline in consumer spending. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
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.Rising prices and other factors strengthened consumers' preference for saving, making them more cautious in their spending and causing revenue to fall below plan. The impact of advertising measures also fell short of expectations. In addition, Renta! was suspended in response to unauthorized access from outside the company in October 2026. The company expects revenue to be nil during the suspension and to be adversely affected during the period until the service is fully restored, as well as by the impact on existing users and the decline in consumer spending.