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How definitive the wording is.Contents of this document
Summary of Q&ASecond quarter of the fiscal year ending October 20263 items taken from the company’s own explanation
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Progressing steadily toward achieving the full-year planKey points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Assessment of first-half results and outlook for achieving the full-year plan
- Collaboration with イデイ, and cross-selling and synergies through custom merchandise and package solutions
- Launch of the package solutions business and collaboration with the custom merchandise business
- Impact of the new base in the Tokyo metropolitan area and relocation costs
- M&A, investment and new businesses under consideration for the next medium-term management plan
- Reasons for higher personnel and outsourcing expenses and the outlook for the SG&A ratio
- Continuity of projects for major game manufacturers and projects involving group collaboration
New initiatives
- Launch of the package solutions business
- Full-scale operation of a new base in the Tokyo metropolitan area consolidating the key functions of the Tokyo head office, Yokohama Factory and イデイ's Tokyo office
- Continued consideration of M&A
- Research and consideration of new businesses
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Second quarter of the fiscal year ending October 2026 |
| Self-assessment against the plan | Progressing steadily toward achieving the full-year plan |
| Key points of the Q&A | Assessment of first-half results and outlook for achieving the full-year plan, Collaboration with イデイ, and cross-selling and synergies through custom merchandise and package solutions, Launch of the package solutions business and collaboration with the custom merchandise business, Impact of the new base in the Tokyo metropolitan area and relocation costs, M&A, investment and new businesses under consideration for the next medium-term management plan, Reasons for higher personnel and outsourcing expenses and the outlook for the SG&A ratio, Continuity of projects for major game manufacturers and projects involving group collaboration |
| New initiatives | Launch of the package solutions business, Full-scale operation of a new base in the Tokyo metropolitan area consolidating the key functions of the Tokyo head office, Yokohama Factory and イデイ's Tokyo office, Continued consideration of M&A, Research and consideration of new businesses |
Items this document does not state (26)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSegment resultsBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions 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 / 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.Demand related to the Osaka-Kansai Expo was exceptionally strong in the previous year, resulting in a year-on-year decline in the first quarter. In the second quarter, however, promotional activity by domestic companies intensified, and demand related to sporting events is expected from the third quarter onward. The company explained that higher personnel expenses reflect investment in future growth, while higher outsourcing expenses reflect increased orders placed with partner companies as each business expands.
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.