Earnings, deals and disclosures from Japan's listed retail & consumer companies, in English.
LOCAL,Inc. has replaced its ¥436mn operating-profit target with 'undetermined' after a ¥427.8mn first-half operating loss, citing uncertain rice demand, prices and inventory sales, while net assets fell to ¥154mn.
Treasure Factory says credential theft through a phishing email caused the breach at its subsidiary, which had no two-step authentication; 136,464 people are affected, passkey authentication now covers all staff accounts and no misuse is confirmed.
J.Front Retailing's interim business profit beat its April plan by ¥4.59bn, but operating profit fell 10.5% and full-year operating guidance was cut ¥1.0bn to ¥46.0bn, even as business profit guidance rose to ¥53.5bn.
Arclands cut net profit for the year to February 2026 from ¥8.09bn to ¥5.95bn after a special committee found a pet-business subsidiary group used consolidation numbers that differed from its accounting system.
Bookoff Group Holdings says 6,383,279 people were affected by the member-data breach, against 6,427,735 leaked member records, and will start emailing those affected on October 15; it says payment and bank data are not managed in the affected system.
AEON's half-year operating profit rose 10.7% to ¥130.7bn on Tsuruha consolidation, mall renovations and Vietnam, while general merchandise stores lost ¥12.6bn and the full-year ¥340bn profit target was left unchanged.
World's profit attributable to owners rose 4.2% to ¥5.88bn in the six months to August, helped by a lower tax charge, while operating profit grew just 1.2% and apparel brands missed on summer sales.
Selling and administrative costs rose 16.3% against 13.6% for gross profit, leaving the Maruetsu and Kasumi parent with a ¥3.28bn operating loss and a ¥4.65bn net loss for the six months to August.
United Super Markets Holdings now forecasts ¥1.0bn of operating profit instead of ¥10.0bn and an ¥8.0bn net loss, citing weaker customer numbers, price responses to inflation and competition, and planned store write-downs and closures.
A third party took member data from a Book Off subsidiary's system, covering up to about 6.43mn records; the company says no payment data was held there and is still counting the people affected.
Yoshinoya Holdings beat its first-half forecasts and raised its full-year operating profit goal to ¥10bn from ¥8.5bn, while warning that raw material and labor costs will rise further in the second half.
Sugi Holdings lifted its full-year sales forecast to ¥1.118tn after consolidating Seki Yakuhin, but trimmed operating profit guidance to ¥51.0bn, saying a poor summer weighed on seasonal goods at existing stores.
Star Seeds' subsidiary will supply 200 servers to a Korean data center, with estimated sales of ¥13.1bn excluding a separate storage leg, but the company withholds counterparties and prices and leaves its forecast unchanged.
Seven & i's overseas convenience stores earned ¥150.4bn in the half to August against ¥109.9bn in Japan, where profit fell; reported revenue dropped 2.8% mostly because Seven Bank and York units left the group.
Mr Max Holdings cut its final-year sales target to ¥185bn and its margin goal to 4.5% because construction costs leave fewer sites meeting its return criteria, while existing-store targets stay at ¥160bn and 5.0%.
Kojima's annual operating profit rose 17.7% to ¥8.62bn as air-conditioner sales spread beyond Tokyo, offsetting a margin drag from phones and consoles, and electronic shelf labels had been installed in every store by the end of August.
Fast Retailing now forecasts a ¥530 year-end dividend, up from ¥320, taking the annual total to ¥850 a share from ¥640, and says stronger cash generation covers both growth investment and higher shareholder returns.
Warabeya Nichiyo Holdings now expects operating profit of ¥6.0bn for the year to February 2027, down from ¥7.7bn, as packaging and energy costs rise, while a separate Ohio plant loss pulls net profit to ¥3.5bn.
Tsuruha's six-month sales rose 128.7% to ¥1.276tn against a half that ended before the Welcia integration, with operating profit up 92.6%, and the drugstore group left its full-year guidance unchanged.
Sapporo, Kirin and Asahi each disclosed JFTC action on October 7, 2026; Sapporo describes the suspicion as price restraint among four major alcohol makers, and all three say the earnings impact is unknown.
Grantomato now expects a ¥778mn net loss for the year to August 2026, double its April estimate, and has cancelled a planned ¥40 year-end dividend after falling rice prices forced cut-price sales of old-crop stock.
ABC-Mart raised its operating profit forecast by ¥1.6bn to ¥67.2bn but left second-half plans unchanged, pointing to possible weaker consumer sentiment and a November change to Japan's tax-free system.
Meiji will recapitalise a Hokkaido corn processor with one new share to erase its negative net assets, then transfer the company to Yoshimura Food Holdings on a planned November 1 date, at an undisclosed price.
Pharma Foods International will buy 100% of a medical-food supplier to hospitals and school-lunch operators from a buyout fund for ¥5.03bn, with the transfer planned for October 30 pending Japan Fair Trade Commission review.