Worth reading
50Recurring
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
44150
Millions of yenWording
Conditional
How definitive the wording is.Results for this period
First quarter1 May 2026–31 July 2026ConsolidatedJapanese GAAPNet Sales177,120Millions of yenYear on year +33.2%Progress 24.5%
Operating profit4,613Millions of yenYear on year +8.4%Progress 14.2%
Ordinary income3,919Millions of yenYear on year -8.0%Progress 13.1%
Net income attributable to owners of the parent1,975Millions of yenYear on year +2.3%Progress 13.2%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥56.18
Financial position at period-end
Total assets508,649Millions of yen
of which net assets 157,991 Millions of yenEquity ratio 31.0%vs. prior year-end -0.2pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Segment revenuePharmacy business 151,288 Millions of yen (YoY +39.3%), Retail Business 23,019 Millions of yen (YoY +6.7%), Other businesses 2,933 Millions of yen (YoY +4.3%)
Segment profitPharmacy business 5,128 Millions of yen (YoY +21.2%), Retail Business 2,886 Millions of yen (YoY -0.9%), Other businesses 57 Millions of yen (YoY +202.4%)
Outlook and shareholder returns
Full-year earnings forecast
Net Sales721,500 Millions of yen (YoY +11.4%)
Operating profit32,500 Millions of yen (YoY +8.9%)
Ordinary income30,000 Millions of yen (YoY +5.6%)
Net income15,000 Millions of yen (YoY -13.1%)
Annual Dividend Forecast¥100 → ¥100（0.0%）
Factors Behind Changes in Business Performance
In the Pharmacy Business, the average prescription value increased due to a rise in prescriptions for high-priced pharmaceuticals and longer prescription periods, while the number of prescriptions remained solid. In the Retail Business, demand for seasonal products and customer traffic were sluggish due to the cool weather, while sales of Asian cosmetics and furniture through the online store remained strong.
Disclosure regarding the going concern assumption
No applicable matters
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 No
Changes in the scope of consolidationNew 0 companies / Excluded 0 companies / Company name Not disclosed
Material subsequent eventsOn 25 August 2026, the company introduced a takeover response policy addressing share accumulation and large-scale purchase activities by Oasis.
Impairment loss14 Millions of yen
Breakdown of extraordinary income (loss)Extraordinary income Gain on sale of non-current assets 8 Millions of yen, Gain on business transfer 35 Millions of yen, Total extraordinary income 44 Millions of yen / Extraordinary loss Loss on disposal and sale of non-current assets 60 Millions of yen, Impairment Losses 14 Millions of yen, Impairment loss on investment securities 508 Millions of yen, Directors' Retirement Benefits 50 Millions of yen, Other 60 Millions of yen, Total extraordinary loss 694 Millions of yen
Depreciation and amortization2,816 Millions of yen
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingNo
Issued Shares at Period-End35,428,212 Shares
Treasury Shares at Period-End247,791 Shares
| Item | Details |
|---|---|
| Fiscal Period Classification | First quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 May 2026–31 July 2026 |
| Net Sales | 177,120 Millions of yen (YoY +33.2%) |
| Operating profit | 4,613 Millions of yen (YoY +8.4%) |
| Ordinary income | 3,919 Millions of yen (YoY -8.0%) |
| Profit attributable to owners of the parent | 1,975 Millions of yen (YoY +2.3%) |
| Net income per share | ¥56.18 |
| Equity ratio | End of the current fiscal period 31 / End of previous period 31.2 |
| Total assets | 508,649 Millions of yen |
| Net assets | 157,991 Millions of yen |
| Full-year earnings forecast | Net Sales 721,500 Millions of yen (YoY +11.4%) / Operating profit 32,500 Millions of yen (YoY +8.9%) / Ordinary income 30,000 Millions of yen (YoY +5.6%) / Net income 15,000 Millions of yen (YoY -13.1%) |
| Annual Dividend Forecast | ¥100 → ¥100（0.0%） |
| Segment revenue | Pharmacy business 151,288 Millions of yen (YoY +39.3%), Retail Business 23,019 Millions of yen (YoY +6.7%), Other businesses 2,933 Millions of yen (YoY +4.3%) |
| Segment profit | Pharmacy business 5,128 Millions of yen (YoY +21.2%), Retail Business 2,886 Millions of yen (YoY -0.9%), Other businesses 57 Millions of yen (YoY +202.4%) |
| Depreciation and amortization | 2,816 Millions of yen |
| Impairment loss | 14 Millions of yen |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of non-current assets 8 Millions of yen, Gain on business transfer 35 Millions of yen, Total extraordinary income 44 Millions of yen / Extraordinary loss Loss on disposal and sale of non-current assets 60 Millions of yen, Impairment Losses 14 Millions of yen, Impairment loss on investment securities 508 Millions of yen, Directors' Retirement Benefits 50 Millions of yen, Other 60 Millions of yen, Total extraordinary loss 694 Millions of yen |
| Disclosure regarding the going concern assumption | No applicable matters |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | New 0 companies / Excluded 0 companies / Company name Not disclosed |
| Material subsequent events | On 25 August 2026, the company introduced a takeover response policy addressing share accumulation and large-scale purchase activities by Oasis. |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | No |
| Issued Shares at Period-End | 35,428,212 Shares |
| Treasury Shares at Period-End | 247,791 Shares |
| Factors Behind Changes in Business Performance | In the Pharmacy Business, the average prescription value increased due to a rise in prescriptions for high-priced pharmaceuticals and longer prescription periods, while the number of prescriptions remained solid. In the Retail Business, demand for seasonal products and customer traffic were sluggish due to the cool weather, while sales of Asian cosmetics and furniture through the online store remained strong. |
Items this document does not state (10)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodRevision to Earnings ForecastPayout ratioShareholder Return PolicyRegional salesOrders received and order backlog
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 Pharmacy Business, the average prescription value increased due to a rise in prescriptions for high-priced pharmaceuticals and longer prescription periods, while the number of prescriptions remained solid. In the Retail Business, demand for seasonal products and customer traffic were sluggish due to the cool weather, while sales of Asian cosmetics and furniture through the online store grew. The decrease in ordinary profit was attributed in part to an increase in interest expenses from ¥111 million to ¥670 million.
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