Worth reading
68In focus
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
130
Millions of yen (reallocated use of proceeds)Wording
Conditional
How definitive the wording is.Decision and Details
Board of DirectorsChanges to the use of proceeds and scheduled disbursement periods for the 13th, 14th and 15th Series of Unsecured Straight Bonds
Decision7 August 2026
Period CoveredDecember 2025 to September 2026 (with spending commencing in January or March 2026, depending on the item)
ImplementationThe changes will be implemented after the Board of Directors’ resolution on 7 August 2026, in accordance with the revised use of proceeds and scheduled disbursement periods. The unallocated amount is scheduled to be allocated by 31 August and 30 September 2026.
Going forwardOf the unallocated amount, ¥10 million is scheduled to be allocated by 31 August 2026 and the remaining ¥191 million by 30 September 2026. The company plans to disclose its earnings forecast promptly once it becomes possible to calculate it. If specific plans and implementation timing for the Wellness Hub business or specific M&A transactions are determined and timely disclosure is required, the company also plans to disclose that information.
AmountTotal proceeds raised through these bonds: ¥1,600 million; revised allocations: ¥475 million for strengthening production, inventory and supply infrastructure, ¥300 million for marketing and sales promotion, ¥0 for the Wellness Hub business, and ¥0 for M&A-related expenses; allocated as of 7 August 2026: ¥1,399 million; unallocated: ¥201 million
Quantity / scaleTotal reallocation: ¥130 million (¥75 million for strengthening production, inventory and supply infrastructure and ¥55 million for marketing and sales promotion)
Reason
Demand for products related to the Re・De brand has exceeded initial expectations, increasing the need to expedite measures to ensure a stable supply and other related initiatives. The specific locations, scale and timing of Wellness Hub store openings have not been determined, and no specific M&A target has been selected.
Impact on Business Performance
The impact on consolidated results for the fiscal year ending September 2026 is currently under review. The company plans to disclose the information promptly once it becomes possible to calculate its consolidated earnings forecast.
| Item | Details |
|---|---|
| Matter Covered | Changes to the use of proceeds and scheduled disbursement periods for the 13th, 14th and 15th Series of Unsecured Straight Bonds |
| Decision-Making Body | Board of Directors |
| Decision Date | 7 August 2026 |
| Implementation Date | The changes will be implemented after the Board of Directors’ resolution on 7 August 2026, in accordance with the revised use of proceeds and scheduled disbursement periods. The unallocated amount is scheduled to be allocated by 31 August and 30 September 2026. |
| Period Covered | December 2025 to September 2026 (with spending commencing in January or March 2026, depending on the item) |
| Amount | Total proceeds raised through these bonds: ¥1,600 million; revised allocations: ¥475 million for strengthening production, inventory and supply infrastructure, ¥300 million for marketing and sales promotion, ¥0 for the Wellness Hub business, and ¥0 for M&A-related expenses; allocated as of 7 August 2026: ¥1,399 million; unallocated: ¥201 million |
| Quantity / scale | Total reallocation: ¥130 million (¥75 million for strengthening production, inventory and supply infrastructure and ¥55 million for marketing and sales promotion) |
| Impact on Business Performance | The impact on consolidated results for the fiscal year ending September 2026 is currently under review. The company plans to disclose the information promptly once it becomes possible to calculate its consolidated earnings forecast. |
| Reason | Demand for products related to the Re・De brand has exceeded initial expectations, increasing the need to expedite measures to ensure a stable supply and other related initiatives. The specific locations, scale and timing of Wellness Hub store openings have not been determined, and no specific M&A target has been selected. |
| Related previous disclosures | “Notice Concerning the Issuance of the 13th Series of Unsecured Straight Bonds (Private Placement)” dated 25 November 2025; “Notice Concerning the Issuance of the 14th Series of Unsecured Straight Bonds (Private Placement)” dated 15 January 2026; and “Notice Concerning the Issuance of the 21st Series of Stock Acquisition Rights through a Third-Party Allotment and Execution of the Stock Acquisition Rights Allotment Agreement, Issuance of Unsecured Bonds (Private Placement), Share Consolidation and Partial Amendments to the Articles of Incorporation” dated 2 February 2026 |
| Future plans | Of the unallocated amount, ¥10 million is scheduled to be allocated by 31 August 2026 and the remaining ¥191 million by 30 September 2026. The company plans to disclose its earnings forecast promptly once it becomes possible to calculate it. If specific plans and implementation timing for the Wellness Hub business or specific M&A transactions are determined and timely disclosure is required, the company also plans to disclose that information. |
Items this document does not state (1)
Governing Rule
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.Demand for products related to the “Re・De” brand has exceeded initial expectations, increasing the need to expedite measures to ensure a stable supply of existing and new products, imports and logistics, quality control, in-store rollouts and the securing of sales opportunities. In addition, the specific locations, scale and timing of Wellness Hub store openings have not been determined, and no specific M&A target has been selected.
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