Worth reading
52Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
20.4
Year-on-year change in operating profit (%)Wording
Conditional
How definitive the wording is.Contents of this document
Results presentationThird quarter of the fiscal year ending December 20265 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales54,208 Millions of yen+14.2%
Operating profit9,682 Millions of yen+20.4%
Ordinary income9,839 Millions of yen+22.6%
Net income6,648 Millions of yen+45.7%
Operating profit margin17.9 %
Results for the three months of the current quarter
Net Sales
16,224 Millions of yen+8.5%
Operating profit
2,599 Millions of yen+18.1%
Ordinary income
2,685 Millions of yen+16.4%
Net income
1,828 Millions of yen+112.7%
Full-year earnings forecast
Net Sales
75,000 Millions of yen
Operating profit
12,000 Millions of yen
Ordinary income
12,000 Millions of yen
Net income
7,800 Millions of yen
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Net Sales72.3 %
Operating profit80.7 %
Ordinary income82 %
Net income85.2 %
What the company explained in this material
New initiatives
- Diversification of sourcing channels, including GIGA School devices
- Acquisition of new members and activation of existing members
- Expansion of the Fashion Resale business operations center's capacity
- Promotion of partnerships with partner companies in the circular commerce business
- Inclusion of the results of yep Co., Ltd. and yet Company Limited, acquired through M&A
Key KPIsA metric the company considers important as a management benchmark.
- Total transaction volume654,272 Millions of yen+19.2%
- Digital Products business transaction value77,107 Millions of yen+24.7%
- Digital Products business units distributed2,240,528 Machines+12.6%
- Digital Products business members2,217 Members+9.1%
- Fashion Resale business transaction value41,624 Millions of yen+7.3%
- Fashion Resale business members7,981 Members+22.8%
- Automobile business transaction value500,581 Millions of yen+20.2%
- Automobile business total completed transactions and winning bids466,074 Machines+11.4%
- Automobile business members16,274 Members+1.7%
- Vehicles inspected1,224,948 Machines+5.3%
Unit price and quantity metricsThese figures show sales broken down by price and volume.
- Digital Products business units distributed and average transaction price
- Fashion Resale business items listed, transactions completed and average transaction price
- Automobile business total completed transactions and winning bids and average transaction price
Segment results
Lifestyle Products
Net Sales
39,273 Millions of yen+17.8%
Operating profit
7,628 Millions of yen+12.9%
Mobility & Energy
Net Sales
12,651 Millions of yen+5.1%
Operating profit
3,546 Millions of yen+23.7%
Other
Net Sales
2,811 Millions of yen+13.1%
Operating profit
-297 Millions of yen
Adjustments
Net Sales
-527 Millions of yen
Operating profit
-1,194 Millions of yen
Number of employees
1,119 People
as_of31 December 2025
| Item | Details |
|---|---|
| Document type | Results presentation |
| Fiscal Period Covered | Third quarter of the fiscal year ending December 2026 |
| Net Sales | 54,208 Millions of yen (YoY +14.2%) |
| Operating profit | 9,682 Millions of yen (YoY +20.4%) |
| Ordinary income | 9,839 Millions of yen (YoY +22.6%) |
| Net income | 6,648 Millions of yen (YoY +45.7%) |
| Operating profit margin | 17.9 % |
| Results for the three months of the current quarter | Net Sales 16,224 Millions of yen (YoY +8.5%) / Operating profit 2,599 Millions of yen (YoY +18.1%) / Ordinary income 2,685 Millions of yen (YoY +16.4%) / Net income 1,828 Millions of yen (YoY +112.7%) |
| Full-year earnings forecast | Net Sales 75,000 Millions of yen / Operating profit 12,000 Millions of yen / Ordinary income 12,000 Millions of yen / Net income 7,800 Millions of yen |
| Progress against full-year forecast | Net Sales 72.3 % / Operating profit 80.7 % / Ordinary income 82 % / Net income 85.2 % |
| Segment results | Lifestyle Products Net Sales 39,273 Millions of yen (YoY +17.8%) / Operating profit 7,628 Millions of yen (YoY +12.9%) / Mobility & Energy Net Sales 12,651 Millions of yen (YoY +5.1%) / Operating profit 3,546 Millions of yen (YoY +23.7%) / Other Net Sales 2,811 Millions of yen (YoY +13.1%) / Operating profit -297 Millions of yen / Adjustments Net Sales -527 Millions of yen / Operating profit -1,194 Millions of yen |
| Key KPIs | Total transaction volume 654,272 Millions of yen (YoY +19.2%), Digital Products business transaction value 77,107 Millions of yen (YoY +24.7%), Digital Products business units distributed 2,240,528 Machines (YoY +12.6%), Digital Products business members 2,217 Members (YoY +9.1%), Fashion Resale business transaction value 41,624 Millions of yen (YoY +7.3%), Fashion Resale business members 7,981 Members (YoY +22.8%), Automobile business transaction value 500,581 Millions of yen (YoY +20.2%), Automobile business total completed transactions and winning bids 466,074 Machines (YoY +11.4%), Automobile business members 16,274 Members (YoY +1.7%), Vehicles inspected 1,224,948 Machines (YoY +5.3%) |
| Unit price and quantity metrics | Digital Products business units distributed and average transaction price, Fashion Resale business items listed, transactions completed and average transaction price, Automobile business total completed transactions and winning bids and average transaction price |
| Number of employees | 1,119 People |
| New initiatives | Diversification of sourcing channels, including GIGA School devices, Acquisition of new members and activation of existing members, Expansion of the Fashion Resale business operations center's capacity, Promotion of partnerships with partner companies in the circular commerce business, Inclusion of the results of yep Co., Ltd. and yet Company Limited, acquired through M&A |
Items this document does not state (16)
Gross Profit MarginSelling, general and administrative expensesSelf-assessment against the planBreakdown of Factors Affecting the ChangeNumber of stores and locationsAssumptions 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.In the Digital Products business, the number of units distributed increased as sourcing channels diversified, including GIGA School devices, while the average transaction price remained strong, partly due to foreign exchange movements. In the Fashion Resale business, the average transaction price rose as the proportion of higher-priced items increased. In Mobility & Energy, high levels of winning bids by exporters increased the total number of completed transactions and winning bids, while in the Motorcycle business, higher transaction rates and average transaction prices, together with revised fees, contributed to performance. Profit margins also improved as the employee stock-based compensation expense incurred in the previous fiscal year fell away.
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.