ベースフード's revenue for the second quarter of the fiscal year ending February 2027 rose 16.7% year on year to ¥4.37 billion, supported by improvements to its core BASE BREAD Chocolate product and expanded store distribution. Strong performance in its direct-to-consumer e-commerce and wholesale businesses contrasted with sluggish overseas growth, keeping attention focused on the company's future expansion.
ベースフード's results for the second quarter of the fiscal year ending February 2027 showed revenue of ¥4.37 billion, up 16.7% year on year. Growth was supported by the renewal of its core BASE BREAD Chocolate product, active promotions and the in-house production of advertising using AI. Direct-to-consumer e-commerce revenue rose 14.4% to ¥2.85 billion, while wholesale revenue increased 18.2% to ¥1.12 billion. Overseas operations, by contrast, generated ¥40 million, a substantial decline from the same period a year earlier and a notable negative factor.
Expanded distribution, including through convenience stores, and the synergies between direct-to-consumer e-commerce and wholesale supported revenue growth. However, affected by advertising investment, operating profit was -¥10 million and the operating margin was -0.3%, with the loss remaining within the planned range. The increase in research and development investment associated with SBIR selection is expected to be recovered as non-operating income in the following fiscal year.
In overseas operations, the company continues to pursue plans to strengthen sales in China, advancing a growth strategy based on local partnerships and expanded distribution through major local companies. For its business partnership in China, the company has indicated plans to focus on sales through Hema Fresh, while also considering expansion into regions including Taiwan and South Korea.
The company announced the launch of BASE Pound Cake in caramel flavor and BASE BREAD LITE as new or renewed products. BASE BREAD LITE is priced at ¥198 before tax, targeting customer acquisition as an entry-level product. The company aims to expand distribution of these products through supermarkets and convenience stores, with the goal of increasing revenue and average customer spending.
For the full-year outlook for the fiscal year ending February 2027, first-half progress is strong, but the company will assess second-half trends and leave its initial forecast unchanged. It aims to maintain revenue growth of between 10% and 30% while balancing advertising investment with a return to profitability. The growth strategy for the current fiscal year centers on increasing subscribers to its recurring-purchase service and expanding store distribution.