Earnings, deals and disclosures from Japan's listed retail & consumer companies, in English.
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.
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.
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.
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.
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.
EDION raised its full-year operating profit forecast to ¥36bn from ¥27bn after hot weather and replacement demand tied to the "2027 problem" lifted air-conditioner sales, though management still calls the domestic consumption outlook uncertain.
K's Holdings now expects first-half operating profit of ¥25bn, up 42.9% from its earlier forecast, as air-conditioner demand builds before April 2027 efficiency standards, but it kept full-year profit guidance unchanged at ¥30.5bn.
NH Foods now expects ¥50bn of business profit for the year to March 2027, down 18% from its earlier forecast, as processing costs, feed and Australian cattle prices rise; its ¥1.5tn sales outlook is unchanged.
Kameda Seika lowered its operating profit forecast to ¥5.5bn from ¥8.3bn, saying staff turnover at its North American unit TH FOODS limited supply despite firm demand, while volumes fell in Japan after October price rises.
Joshin raised its forecast for operating profit in the year to March 2027 to ¥11bn from ¥6bn, crediting early air-conditioner purchases ahead of a 2027 environmental-rule change and solid sales of other home appliances.
Yamada Holdings now expects interim operating profit of ¥28.6bn, up 4.0%, helped by air-conditioner demand, while a 38.7% rise in net income to ¥21.5bn is tied to its asset-sale project, with sales of some non-business assets moving ahead.
Marudai Food now expects first-half operating profit of ¥1.45bn against ¥4.3bn guided in May, as price rises lag higher costs and ham and sausage volumes fall; its full-year outlook is due on 9 November.
Fujiya now expects ¥1.6bn of operating profit for the year to December, half its February forecast, after a third quarter hit by rain, an earthquake in Kumamoto, shopper thrift and higher packaging and energy costs.
The steak chain's nine-month operating profit rose 48.4% on 12.8% higher sales, and its April purchase of a Yamaguchi meat processor is meant to supply planned western Japan restaurants, with full-year guidance unchanged.
Nishimatsuya says higher temperatures late in the period weighed on winter apparel, leaving October same-store sales at 94.4% of the prior year and total-store sales at 96.9%, after a strong September.
Takashimaya's duty-free sales are down 12.2% for October 1 to 15, with the count down 10.3% and unit price down 2.2%, after a 12.8% gain in September lifted by higher unit prices.
Takashimaya's operating profit rose 16.4% in the six months to August on inbound and domestic demand, and it raised full-year operating profit guidance to ¥59.0bn, even as net profit fell 24.5% after last year's asset-sale gain.