This autumn edition covers 20 reuse and circular economy-related stocks affected by inflation, from established names to hidden gems. It summarises only events such as company name changes, new businesses, overseas expansion and earnings trends.
GEO HOLDINGS will change its name to 「セカンドリテイリング」 on 1 October 2026 and will also be dual-listed on the Nagoya Stock Exchange Premier Market on the same day. The company is placing greater emphasis on shifting toward the reuse business, led by 2nd STREET, and operates more than 159 overseas stores, including in the US, Taiwan and Malaysia. Its long-term targets for FY2035 are consolidated sales of ¥1 trillion and 5,000 group stores.
コメ兵ホールディングス posted record highs for the fiscal year ended March 2026, with sales of ¥221.7 billion and operating profit of ¥9.3 billion. Its initial plan for the fiscal year ending March 2027 targets sales of ¥310.0 billion and operating profit of ¥14.5 billion, and the company announced an acquisition in the US and the establishment of a UK subsidiary as part of its overseas expansion. While the proportion of purchases from individuals is increasing, the impact of changes to the tax-free shopping system also requires attention.
ブックオフグループホールディングス is advancing a capital and business alliance with ITOCHU, while expanding its purchasing channels through cooperation with FamilyMart. The weighting of trading cards and hobby products is increasing, particularly at directly operated stores, and its business operations, including those in the US and Taiwan, are accelerating overseas. An upward revision to its ordinary profit target is expected for the fiscal year ending May 2027.
トレジャー・ファクトリー has continued to improve same-store sales for 60 consecutive months. First-quarter sales of ¥13.8 billion and operating profit of ¥1.9 billion exceeded the prior-year period, prompting an upward revision to its full-year forecast. Against a backdrop of rising tax-free sales and expanding overseas operations, the company aims to achieve sales of ¥71.0 billion and operating profit of ¥6.3 billion for the fiscal year ending February 2029.