Earnings, deals and disclosures from Japan's listed retail & consumer companies, in English.
TOPPAN plans to tender all 10,446,988 artience shares in the affiliate's own buyback offer for about ¥45.8bn, with a consolidated gain of about ¥3bn and a parent-only gain of about ¥34.9bn if every share is accepted.
ITG-G's ¥2,655 offer for Kadoya runs to November 26 and assumes no non-tender deal with Mitsubishi Corporation or Mitsui & Co; agreement with both would lift the price to ¥2,944, according to the amended filing.
Yakult lowered its full-year sales forecast by ¥17bn to ¥510bn and trimmed profit targets, citing Japanese thrift, US tariffs and weak Chinese consumption, even though half-year sales rose 3.6%.
EDION's half-year net profit rose to ¥16.3bn from ¥9.3bn on an early air-conditioner season and renovation demand, while its planned integration with Yamada Holdings is still at the preparation-committee stage.
Hama Sushi and Sukiya powered a 39.7% rise in Zensho's half-year operating profit to ¥56.48bn, while a ¥8.094bn Polish sushi-factory acquisition added ¥6.974bn of provisional goodwill and a restatement reset last year's sales base.
Bushiroad lifted its full-year sales forecast by ¥13.0bn to ¥71.0bn after the Palworld card game outsold its own expectations, while quarterly operating profit fell 7.3% and advertising spending rose.
Skylark will pay ¥12bn for all of Shin-Shin, a Fukuoka ramen operator with ¥1.79bn of sales in the year to March 2026, planning overseas openings and shared supply; closing is scheduled for 30 November.
TRIAL Holdings' operating profit rose 107.0% to ¥10.6bn in July to September, or 42.0% excluding last year's roughly ¥2.35bn of Seiyu deal costs, while Seiyu plans to add staff from the second quarter and full-year guidance is unchanged.
Suntory Beverage & Food lifted its revenue forecast by ¥40.0bn but lowered operating profit guidance to ¥147.5bn, with its slides putting the Middle East cost hit on existing-business operating profit at ¥16.3bn.
Takara Holdings' board opposes all six ValueAct proposals for a 16 December meeting, arguing the three outside directors targeted, elected with about 94% support in June, are needed to decide whether to keep its CDMO and gene medicine businesses.
Marui Group plans a second revision of its installment and revolving fee rate, to between 18.0% and 19.8% in the year to March 2028 after an October 2025 rise to 18.0%, as interest expense rose to ¥4.3bn in the half; timing is undecided.
Workman's first-half operating profit rose 31.4% to ¥19.0bn on operating revenues of ¥93.2bn, while chain-wide sales grew 20.3%; the retailer kept its full-year forecast and ¥89 dividend plan unchanged.
Umios's first-half operating profit fell 23.4% to ¥14.4bn and management flagged risk to its full-year target, but the guide is unchanged while the C$804mn High Liner purchase, signed on 26 October, awaits approvals and a January 2027 close.
Nitori Holdings says unauthorized access may have exposed up to 37.62 million records of member and order data, but not login passwords or credit-card information, and it expects a limited hit to consolidated results.
Ryohin Keikaku has postponed the online store's reopening with no date set, added cash-on-delivery recipients to the customers whose data may have been accessed, and will begin notifying affected customers on 10 November 2026.
Kadoya Sesame Mills says a rival's re-proposal of up to ¥3,044 a share, contingent on shareholder buyback deals, cannot trigger price talks under its tender agreement, and the board still recommends the offer.
A second Russian decree has brought the rest of JT's local companies under temporary management, and the company says its Russian business is about 25% of forecast adjusted operating profit and about ¥1.5tn of assets, with the earnings impact still under review.
3D Investment Partners lifted its J.Front Retailing holding to 13.84% from 12.73%, says it is already in talks with management on capital allocation, and reserves the right to table formal proposals.
Ryohin Keikaku has halted Muji's web store and nearly all app functions to strengthen security, targets a restart within one to two days, and says stores are open and the earnings impact should be limited.
Food & Life Companies reported record operating profit of ¥51.5bn after overseas Sushiro sales rose 62.0%, and guides to ¥610bn in revenue next year following the completed sale of Kyotaru.
Japan Tobacco says a Russian presidential decree signed on 5 November has placed four of its Russian manufacturing companies under temporary administration, and it is still assessing the details, its options and the impact on the group.
Teijin's ¥52.5bn first-half profit includes a ¥45.5bn gain on DuPont Teijin Advanced Papers shares and ¥10.6bn of special retirement costs, while business profit, which excludes one-offs, was ¥30.8bn.
Nintendo's operating profit rose 49.1% to ¥216.5bn in April to September despite a 12.1% fall in sales, helped by software mix and a US tariff refund the company did not size, while full-year guidance and the ¥162 annual dividend forecast stayed unchanged.
LY Corporation lifted its full-year adjusted EBITDA guide 9.4% to ¥640bn, saying PayPay's profitability is absorbing higher promotion and payment-fee costs, with Askul and LINE MAN revenue also ahead of plan.