Worth reading
68In focus
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
10000
¥ millionWording
Conditional
How definitive the wording is.Revised forecast
Dividend forecast revisionThe year-end dividend forecast has been increased from ¥17.50 to ¥22.00. The full-year dividend forecast has also been increased from ¥17.50 to ¥22.00, while the second-quarter-end dividend forecast remains ¥0.00.
Consolidated / non-consolidatedConsolidated
Interim periodNet Sales ¥65,000 million → ¥71,000 million（+9.2%） / Operating profit ¥7,000 million → ¥9,100 million（+30.0%） / Ordinary income ¥6,700 million → ¥8,900 million（+32.8%） / Profit attributable to owners of the parent ¥4,000 million → ¥5,000 million（+25.0%） / Net income per share 64.83 yen → 81.03 yen / Fiscal Period Covered Fiscal year ending December 2026 / Period Covered Second quarter (interim period) / Publication date of previous forecast 13 February 2026 / Previous-period results Net Sales 48,013 / Operating profit 5,542 / Ordinary income 4,843 / Interim net income attributable to owners of the parent 2,789 / Interim net income per share 47.68 / Reason for the revision In the mobile home-visit purchasing and store purchasing segments, strategic repeat-customer initiatives and measures to increase average unit prices contributed to strong purchasing and procurement performance, while sales of inventory strategically carried over from the end of the previous fiscal year also progressed smoothly. As solid performance is expected, particularly in terms of average unit prices, from the cumulative second quarter onward, these expectations have been incorporated into the forecast.
Full yearNet Sales ¥130,000 million → ¥140,000 million（+7.7%） / Operating profit ¥12,500 million → ¥15,600 million（+24.8%） / Ordinary income ¥12,000 million → ¥15,200 million（+26.7%） / Profit attributable to owners of the parent ¥7,500 million → ¥9,400 million（+25.3%） / Net income per share 121.56 yen → 152.34 yen / Fiscal Period Covered Fiscal year ending December 2026 / Period Covered Full year / Publication date of previous forecast 13 February 2026 / Previous-period results Net Sales 100,614 / Operating profit 10,441 / Ordinary income 9,044 / Profit attributable to owners of the parent 5,270 / Net income per share 87.69 / Reason for the revision In the mobile home-visit purchasing and store purchasing segments, strategic repeat-customer initiatives and measures to increase average unit prices contributed to strong purchasing and procurement performance, while sales of inventory strategically carried over from the end of the previous fiscal year also progressed smoothly. As solid performance is expected, particularly in terms of average unit prices, from the cumulative second quarter onward, these expectations have been incorporated into the forecast.
| Item | Details |
|---|---|
| Interim period | Net Sales ¥65,000 million → ¥71,000 million（+9.2%） / Operating profit ¥7,000 million → ¥9,100 million（+30.0%） / Ordinary income ¥6,700 million → ¥8,900 million（+32.8%） / Profit attributable to owners of the parent ¥4,000 million → ¥5,000 million（+25.0%） / Net income per share 64.83 yen → 81.03 yen / Fiscal Period Covered Fiscal year ending December 2026 / Period Covered Second quarter (interim period) / Publication date of previous forecast 13 February 2026 / Previous-period results Net Sales 48,013 / Operating profit 5,542 / Ordinary income 4,843 / Interim net income attributable to owners of the parent 2,789 / Interim net income per share 47.68 / Reason for the revision In the mobile home-visit purchasing and store purchasing segments, strategic repeat-customer initiatives and measures to increase average unit prices contributed to strong purchasing and procurement performance, while sales of inventory strategically carried over from the end of the previous fiscal year also progressed smoothly. As solid performance is expected, particularly in terms of average unit prices, from the cumulative second quarter onward, these expectations have been incorporated into the forecast. |
| Full year | Net Sales ¥130,000 million → ¥140,000 million（+7.7%） / Operating profit ¥12,500 million → ¥15,600 million（+24.8%） / Ordinary income ¥12,000 million → ¥15,200 million（+26.7%） / Profit attributable to owners of the parent ¥7,500 million → ¥9,400 million（+25.3%） / Net income per share 121.56 yen → 152.34 yen / Fiscal Period Covered Fiscal year ending December 2026 / Period Covered Full year / Publication date of previous forecast 13 February 2026 / Previous-period results Net Sales 100,614 / Operating profit 10,441 / Ordinary income 9,044 / Profit attributable to owners of the parent 5,270 / Net income per share 87.69 / Reason for the revision In the mobile home-visit purchasing and store purchasing segments, strategic repeat-customer initiatives and measures to increase average unit prices contributed to strong purchasing and procurement performance, while sales of inventory strategically carried over from the end of the previous fiscal year also progressed smoothly. As solid performance is expected, particularly in terms of average unit prices, from the cumulative second quarter onward, these expectations have been incorporated into the forecast. |
| Dividend forecast revision | The year-end dividend forecast has been increased from ¥17.50 to ¥22.00. The full-year dividend forecast has also been increased from ¥17.50 to ¥22.00, while the second-quarter-end dividend forecast remains ¥0.00. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (1)
Details and amount of extraordinary loss
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 first quarter, purchasing and procurement performed well in both the mobile home-visit purchasing and store purchasing segments, supported by strategic repeat-customer initiatives and measures to increase average unit prices. Sales of inventory carried over from the end of the previous fiscal year also progressed smoothly. The forecast reflects expectations of solid performance, particularly in terms of average unit prices, from the cumulative second quarter onward.
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