ABC-Mart's operating profit rose 8.3% to ¥20.3bn in the quarter to May 31, 2026, as a recovering South Korea business and steady inbound tourist spending offset a domestic market where shoppers are buying fewer items per visit. Consolidated net sales climbed 8.0% to ¥105.5bn, and net income attributable to shareholders rose 10.4% to ¥14.3bn.
In Japan, sales rose 7.2% to ¥78.0bn and segment profit rose 7.2% to ¥18.9bn. All-store sales were up 7.3% and existing-store sales up 6.5%, with national-brand sneakers, leather boots and sports apparel selling well even as inflation cut the number of items each customer bought. Weaker-yen-driven inbound spending added to the total.
Overseas, sales rose 10.8% to ¥28.9bn and segment profit jumped 29.2% to ¥1.4bn. The gain was led by South Korea, where sales rose 13.1% to ¥17.9bn and segment operating income climbed 25.9% to ¥769mn, as consumer spending recovered from a slump tied to the country's martial law declaration in December of the year before last, and running-focused "GRANDSTAGE" store formats drew shoppers, including tourists from China and Southeast Asia. Taiwan sales grew 14.5% to ¥3.8bn on steady shopping-mall traffic. In the United States, where ABC-Mart makes and sells leather shoes, sales edged up 0.9% to ¥6.8bn even as inflation and US tariff policy left the shoe market "uncertain," the company said.
| Segment | Sales | YoY change |
|---|---|---|
| Japan (domestic) | ¥78.0bn | +7.2% |
| Overseas (total) | ¥28.9bn | +10.8% |
| South Korea | ¥17.9bn | +13.1% |
| Taiwan | ¥3.8bn | +14.5% |
| United States | ¥6.8bn | +0.9% |
Management left its full-year forecast untouched: net sales of ¥400.8bn (up 5.9%), operating profit of ¥65.6bn (up 3.7%) and net income of ¥46.4bn (up 0.1%), matching the guidance it issued in April.
The chain ended the quarter with 1,115 stores in Japan, after ten openings and two closures, and 1,508 stores group-wide. Its digital sales ratio, covering online orders and in-store pickup, stood at 10.6% of ABC-brand sales, little changed from a year earlier.
