Worth reading
33Immaterial
Scored from 5 of 6 sectionsDirection
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&AFiscal year ending January 20266 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Full-year earnings forecastOnly the foreign exchange assumptions are provided; forecasts by line item are 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
Advertising and promotional expenses, store and online sales strategies, reviewing bundle-sales fairs while securing gross profit, the timing of publication of the next medium-term management plan, the impact of the situation in Iran, foreign exchange assumptions and their impact on results, and production sites outside ChinaBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
Breakdowns by amount are Not disclosed. Qualitative factors, including advertising investment, online sales, changes to sales initiatives, foreign exchange and raw material prices, and logistics costs, are explained.
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
The foreign exchange assumption for the full-year forecast is ¥160 to the dollar, compared with ¥150 to the dollar in the previous period. The company explained that if the yen weakens to ¥165–¥170 to the dollar, the impact on costs could become apparent.New initiatives
Concentrated investment in television commercials and social media advertising for Instant Fit sneakers, enhanced development of products exclusively for online sales, a sales policy of generally not holding bundle-sales fairs, stronger full-price sales, the establishment of a production framework in Southeast Asia, and foreign exchange hedgingMedium-term management plan targets
The next medium-term management plan is expected to cover approximately 3 years, but specific targets and target years are Not disclosedNumber of stores and locations
The company states that the number of stores is steadily increasing, but the number of stores at period-end and store openings and closures are Not disclosed| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Fiscal year ending January 2026 |
| Full-year earnings forecast | Only the foreign exchange assumptions are provided; forecasts by line item are Not disclosed |
| Breakdown of Factors Affecting the Change | Breakdowns by amount are Not disclosed. Qualitative factors, including advertising investment, online sales, changes to sales initiatives, foreign exchange and raw material prices, and logistics costs, are explained. |
| Number of stores and locations | The company states that the number of stores is steadily increasing, but the number of stores at period-end and store openings and closures are Not disclosed |
| Assumptions Underlying the Business Outlook | The foreign exchange assumption for the full-year forecast is ¥160 to the dollar, compared with ¥150 to the dollar in the previous period. The company explained that if the yen weakens to ¥165–¥170 to the dollar, the impact on costs could become apparent. |
| Medium-term management plan targets | The next medium-term management plan is expected to cover approximately 3 years, but specific targets and target years are Not disclosed |
| Key points of the Q&A | Advertising and promotional expenses, store and online sales strategies, reviewing bundle-sales fairs while securing gross profit, the timing of publication of the next medium-term management plan, the impact of the situation in Iran, foreign exchange assumptions and their impact on results, and production sites outside China |
| New initiatives | Concentrated investment in television commercials and social media advertising for Instant Fit sneakers, enhanced development of products exclusively for online sales, a sales policy of generally not holding bundle-sales fairs, stronger full-price sales, the establishment of a production framework in Southeast Asia, and foreign exchange hedging |
Items this document does not state (22)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planSegment resultsKey KPIsUnit price and quantity metricsNumber of employeesRisk amount incorporated into the outlookFinancial 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 stated that it made the voluntary disclosure based on inquiries and feedback from shareholders, investors and others, with the aim of deepening their understanding of the financial results for the fiscal year ended January 2026.
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.