Earnings, deals and disclosures from Japan's listed retail & consumer companies, in English.
McDonald's Japan's existing-store sales rose 10.0% in September, its best monthly reading since January, with a 6.5% rise in average spend per customer outpacing a 3.3% gain in customer count.
ABC-MART reported September domestic same-store sales up 14.9% and customer count up 10.4%, citing an extra holiday, a drop in temperatures that helped autumn goods, and promoted sneakers and jersey apparel; October figures are due November 4.
W&D, the 50-50 investment company of World and the Development Bank of Japan, plans to move all of Uchino's business and designated financial debts into a new subsidiary on December 1, then liquidate the old company.
A Tokyo-listed yakiniku operator hit its first-half sales plan but missed operating profit forecast by 25.6%, and it now sees full-year operating profit at ¥2.0bn instead of ¥2.5bn as higher costs and consumer thrift weigh.
Monogatari says names, emails and phone numbers of 10,788,963 Yakiniku King app users leaked after unauthorised access; it reports no confirmed misuse or public release as of disclosure, while the cause and earnings impact remain under review.
Five holders now report 59.01% of Hyuga Primary Care together, up from 28.56%, after joint holders were added around JG44's planned tender offer and squeeze-out; the filing lists no trades in the past 60 days.
An independent committee estimates the damage to Arclands' net profit for the year to February 2026 at ¥1.30bn after its pet-retail subsidiary's CFO overstated results, but Arclands expects the final restated accounts, due October 13, to differ.
Teijin completed the merger of its textile subsidiary with an Asahi Kasei subsidiary on 1 October 2026; the combined TA Frontier is 80% Teijin and 20% Asahi Kasei, and Teijin's guidance for the year to March 2027 is unchanged.
Pan Pacific International Holdings has signed a sponsor deal for the toy retailer's Japanese business, planned to complete on October 30 if the court grants permission, with landlord consent still needed for the stores it wants to keep.
Nissha's first-half sales beat its forecast by 2.2%, but a goodwill impairment at USM turned a guided ¥1.8bn operating profit into a ¥4.5bn loss, and the company now guides to a full-year operating loss of ¥3.3bn.
Kyorin Pharmaceutical has signed to sell its generics subsidiary, including the Takaoka and Inami plants, to a venture owned by Daito, Meiji Seika Pharma and DBJ, with closing planned for April 1, 2027 and authorized generics carved out.
Kokuyo's board has approved a ¥28bn capital increase in its Singapore acquisition vehicle to pay for Thien Long shares, but the injection depends on approval from Vietnamese authorities and has no date.
TRIAL Holdings ties its ¥64.0bn operating-profit target for the year to June 2029 to converting 30 Seiyu hypermarkets, a ¥13bn purchasing gain by mid-2027 and a ¥45bn private-label and category-management gain.
Furuya Metal's ordinary profit more than doubled to ¥24.7bn in the year to June on semiconductor and data-centre demand, precious-metal prices and a weak yen, and the company now says it will revise its 2030 profit target, though it has not yet said to what.
Japan's value-clothing chain Shimamura grew first-half operating profit 5.3% to ¥33.13bn, yet management still describes fierce price competition and thrifty shoppers as the norm, with full-year guidance left unchanged.
AEON Kyushu has decided to record a ¥1.75bn quarterly charge for Kumamoto earthquake repairs and lost stock, reopened 18 of 20 affected stores, and says further costs and the full-year hit are still being assessed.
Miroku Corporation will book a ¥1.19bn special gain for the year to October 2026 after Kochi Prefecture finalized a location subsidy tied to the maker's Nankoku City factory, a figure already folded into its August earnings revision.
Pan Pacific International Holdings, the holding company behind Don Quijote, reported net profit of ¥110.1bn for the year ended June 2026, up 21.6% and above ¥100bn for the first time in its published five-year run, as consolidated sales rose 8.8% to ¥2.45tn.
Okuwa now forecasts a ¥187mn first-half net loss, reversing its expected ¥300mn profit, and has cut its full-year profit forecast 92%, to ¥50mn, citing sharper-than-expected consumer thrift.
Customer traffic rose sharply at Nishimatsuya in September, when the company said cooler weather made for extremely strong autumn-clothing sales; existing-store sales rose 12.4% year on year, well above the 1.9% cumulative gain booked over the prior six months, with interim results due October 1.
KOURAKUEN CORPORATION's board has agreed to buy all shares of a Fukushima sake brewer that is 60% owned by the chain's own chairman, at a price it is keeping confidential, as part of its alcohol-product strategy for a planned new line of station-front restaurants under its mid-term growth plan.
Satsudora Holdings swung to a ¥157mn operating loss and dropped its full-year outlook as the drugstore chain's buyout tender offer clears the way for delisting, with store traffic, inbound sales and margins all softening in the quarter.
Nissha has handed over half its 60% stake in Vietnamese subsidiary USM HEALTHCARE MEDICAL DEVICES FACTORY to a company director, pulling the unit out of consolidation, while the remaining 10% stays on its books for a planned sale between 2027 and 2028, with the resulting gain or loss still under review.
Overseas wholesale orders for Hobonichi's 2027 planner more than doubled from a year earlier, and that order intake, not confirmed retail sell-through, is why the stationery maker raised its full-year sales and profit forecasts on September 17.