Worth reading
32Immaterial
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
13
Events (increase from 13 in the third quarter to 26 in the fourth quarter)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&AQ3 FY20266 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Selling, general and administrative expensesMention of controlling advertising and promotional expenses and other SG&A expenses. Amount and SG&A expenses as a percentage of revenue: not disclosed
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Issues Key to achieving the full-year plan / Summary of response Increase the number of large-scale events in the fourth quarter from 13 to 26 and manage SG&A expenses.
- Issues Additional profit from achieving the plan / Summary of response Aim to generate additional profit by achieving the customer acquisition plan and improving attendance on the day of the events.
- Issues Outlook from the next fiscal year onward / Summary of response Aim to expand revenue and improve profitability by increasing the number of events held and improving operational efficiency.
- Issues New business expansion / Summary of response Explore a broad range of highly profitable businesses by leveraging the company's strengths.
- Issues AI-related investment / Summary of response The main focus is hiring specialized personnel to promote AI development and utilization, as well as personnel expenses.
- Issues Outlook for shareholder benefit expenses / Summary of response After the record date at the end of the fiscal year, continuous ownership will be required, narrowing the pool of eligible shareholders, and expenses are expected to be reduced to some extent.
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
26 events held, achievement of the customer acquisition plan, and improved attendance on the day of the eventsNew initiatives
- Increase the number of company-hosted large-scale events in the fourth quarter to 26
- Hire specialized personnel in the AI field and invest in AI development and utilization
- Improve event operating efficiency
- Apply a continuous ownership requirement to shareholder benefits
Key KPIsA metric the company considers important as a management benchmark.
- Number of company-hosted large-scale eventsThird quarter13 lotsFourth-quarter plan26 events
Unit price and quantity metricsThese figures show sales broken down by price and volume.
Reference to the number of attendees and attendance on the day of the event, but figures were not disclosedNumber of employees
Mention of hiring specialized personnel in the AI field. Number of employees: not disclosed| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Q3 FY2026 |
| Selling, general and administrative expenses | Mention of controlling advertising and promotional expenses and other SG&A expenses. Amount and SG&A expenses as a percentage of revenue: not disclosed |
| Key KPIs | Indicator name Number of company-hosted large-scale events / Third quarter 13 lots / Fourth-quarter plan 26 events |
| Unit price and quantity metrics | Reference to the number of attendees and attendance on the day of the event, but figures were not disclosed |
| Number of employees | Mention of hiring specialized personnel in the AI field. Number of employees: not disclosed |
| Assumptions Underlying the Business Outlook | 26 events held, achievement of the customer acquisition plan, and improved attendance on the day of the events |
| Key points of the Q&A | Issues Key to achieving the full-year plan / Summary of response Increase the number of large-scale events in the fourth quarter from 13 to 26 and manage SG&A expenses., Issues Additional profit from achieving the plan / Summary of response Aim to generate additional profit by achieving the customer acquisition plan and improving attendance on the day of the events., Issues Outlook from the next fiscal year onward / Summary of response Aim to expand revenue and improve profitability by increasing the number of events held and improving operational efficiency., Issues New business expansion / Summary of response Explore a broad range of highly profitable businesses by leveraging the company's strengths., Issues AI-related investment / Summary of response The main focus is hiring specialized personnel to promote AI development and utilization, as well as personnel expenses., Issues Outlook for shareholder benefit expenses / Summary of response After the record date at the end of the fiscal year, continuous ownership will be required, narrowing the pool of eligible shareholders, and expenses are expected to be reduced to some extent. |
| New initiatives | Increase the number of company-hosted large-scale events in the fourth quarter to 26, Hire specialized personnel in the AI field and invest in AI development and utilization, Improve event operating efficiency, Apply a continuous ownership requirement to shareholder benefits |
Items this document does not state (22)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeNumber of stores and locationsRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
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 identified the accumulation of revenue and profit from increasing the number of events held, achieving its customer acquisition plan and improving attendance on the day of the events, and controlling selling, general and administrative expenses as key to achieving its full-year plan. It also explained that from the next fiscal year onward, it will leverage its strengthened internal structure and more efficient operations.
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.