Bic Camera's operating profit rose 35.8% to ¥33.3bn in the nine months to May 31, part of the fiscal year ending August 2026, as sales of cameras, smartphones and air conditioners offset a slide in television demand. Net sales for the period climbed 7.6% to ¥785.4bn, and net income attributable to parent shareholders rose 31.1% to ¥19.8bn. Sales, operating profit, ordinary profit and net income all set records for a nine-month period, the company said. Comprehensive income, which folds in securities and pension valuation swings, rose 27.0% to ¥23.9bn.
The category breakdown shows where the growth came from. Camera sales rose 20.1% to ¥28.96bn, and seasonal appliances, a category dominated by air conditioners, jumped 17.2% to ¥41.1bn. Television sales fell 4.1% to ¥25.6bn, the one soft spot in an otherwise firm home-electronics market.
| Category | Sales (¥bn) | YoY change |
|---|---|---|
| Cameras | ¥28.96bn | +20.1% |
| Televisions | ¥25.64bn | -4.1% |
| Seasonal appliances (air conditioners) | ¥41.14bn | +17.2% |
Duty-free sales to overseas visitors reached a record high for the nine-month period. Bic Camera said the share of purchases by tourists from Southeast Asia and North America increased as it worked to reduce reliance on any single visitor market. It opened tourist-oriented stores in Sapporo and Naha during the period and extended opening hours at its Namba store by an hour from November 1, 2025, to capture nighttime shopping by visitors after dinner and sightseeing.
Management left its full-year forecast unchanged: net sales of ¥1.022tn (up 4.9%), operating profit of ¥34.4bn (up 13.6%) and net income of ¥18.4bn. The company also raised its interim dividend to ¥20.00 from ¥18.00 a year earlier and is guiding for a full-year payout of ¥43.00, up from ¥41.00.
The results sit inside a five-year plan, Vision 2029, that targets ¥1.1tn in sales, ¥40bn in operating profit and a 10.5% return on equity by the year ending August 2029. Nine months into the current year, profit growth is running well ahead of what a straight-line path to that target would require, though the plan still calls for further store openings, a consolidated private-label push and continued inbound-tourism investment. Separately, the company removed former subsidiary TD Mobile from its consolidation scope during the period, a structural change the filing does not attach a financial figure to.