Earnings, deals and disclosures from Japan's listed retail & consumer companies, in English.
Revenue for the year ended April 30 rose to ¥497,877 million, but operating profit fell to ¥21,684 million and net income to ¥3,466 million, while annual common dividends increased to 48.00 yen a share. Operating cash flow fell to ¥11,301 million and year-end cash to ¥71,080 million, and management is guiding for ¥500,000 million in sales and ¥20,000 million in operating profit in the current year.
After finding a tax-calculation error on gains from selling a related-company stake, Bushiroad cut net-profit guidance for the year ending June 2026 to ¥4,626 million from the mistakenly published ¥5,516 million. Revenue, operating profit and ordinary profit guidance were left unchanged.
Ito En lifted its outlook for the year ended April 2026 to ¥497.8 billion in sales from ¥495.0 billion, ¥21.6 billion in operating profit from ¥20.0 billion, and ¥23.2 billion in ordinary profit from ¥21.0 billion. Net profit guidance rose to ¥3.4 billion from ¥1.0 billion. The company said total cost cuts, solid overseas business led by North America and ASEAN, and foreign-exchange gains from a weaker yen more than offset stubborn raw-material inflation and a still-frugal consumer backdrop.
J Group lifted its interim dividend forecast for the year ending February 2027 to ¥3 a share from ¥2, with the extra ¥1 explicitly tagged as a 30th-anniversary dividend. The year-end forecast stays at ¥2, lifting the annual total to ¥5 from ¥4. The anniversary push extends beyond cash. From the end-August shareholder register, the standing meal-voucher scheme becomes richer at higher holding tiers, and shareholders with at least 100 shares will also receive a one-off ¥1,000 anniversary voucher in late October.
FOOD & LIFE COMPANIES plans a new subsidiary, tentatively named FOOD & LIFE KYORITSU MARINE, with capital of ¥100 million and a stated business of supporting aquaculture companies. The filing says Food & Life will hold 60% of voting rights, names Kazuo Araya as representative, and points to an October launch, though both the name and location are still marked tentative.
Bottom line: Takeuchi Kogyo and Tsuchiya supply the immediate equity piece, but most of the money and most of the dilution sit in Okasan Securities warrants, where proceeds can shift with the reset exercise price and later exercise activity.
The retailer authorized repurchases of up to 1 million shares, or 0.57% of shares outstanding, with a spending ceiling of ¥1.4 billion between June 1 and August 31. The company says the move is aimed at shareholder returns and capital efficiency, but it remains a ceiling rather than a firm commitment to spend the full amount.
DyDo returned to first-quarter operating profit as overseas beverages, especially Turkey and Poland, outpaced domestic weakness. But IAS 29 hyperinflation accounting, including a ¥1.157 billion loss on net monetary position already reflected in results, still held down ordinary and net profit.