Earnings, deals and disclosures from Japan's listed retail & consumer companies, in English.
SEKI plans to invest roughly ¥4.3bn in a new water-based flexo printing plant in Toon City, Ehime Prefecture, adding food-pouch and beverage-label capacity that will not start operating until April 2028.
Eternal Hospitality Group missed its own profit guidance for the year to July 2026, booked a ¥391mn impairment tied to closing four of seven Shanghai stores, and has now halved next year's operating-profit target while domestic same-store sales keep outperforming.
Saint Marc Holdings will spend ¥12.8bn in cash to acquire the Tsurutontan udon and washoku business from Osaka's K-Express, a Kato Pleasure Group unit whose operating profit fell by more than half last year, and plans to use the brand's inbound following to expand into major Japanese cities and ASEAN markets before the deal takes effect on December 1, 2026.
Kameda Seika will hand its full 49% stake in a loss-making Indian rice-cracker venture to majority partner LT Foods, ending a nine-year attempt to build the category there, with the sale price undisclosed and completion due in late October.
To comply with a farmland law that bars non-farmers from majority voting control, Fujita Corporation is taking only 40% of the vote in a Hokkaido dairy farm it is buying for about ¥139mn, while non-voting preferred shares hand it 99.4% of the economics.
Integral's buyout vehicle has launched a ¥2,514-a-share tender offer for Kadoya Sesame Mills, Japan's leading sesame-oil maker, but the final payout to shareholders depends on whether Mitsubishi Corporation and Mitsui & Co., which together hold nearly half the stock, agree to exit through a separate share buyback rather than tendering, an arrangement that could lift the price as high as ¥2,760.
Foreign-visitor spending at Daimaru Matsuzakaya fell in August even as each shopper spent more, then swung to a 37% year-on-year surge in the first two weeks of September, while the Osaka Umeda store keeps dragging on department-store totals and PARCO's shopping centres post an 8.6% gain.
ASKUL's quarterly sales fell 8.2% and operating profit turned into a ¥418 million loss as the company keeps rebuilding from an October 2025 ransomware attack, yet it has not touched its full-year forecast of ¥7 billion in operating profit, a target that now depends on a sharp turnaround over the next three quarters.
Six-month sales at the Sabae eyewear group rose 14.8% to \u00a510.26bn as price increases and inbound tourist demand drove a 20% jump at its main brand, even as the group's second brand grew just 4.5% on slower overseas wholesale.
HUMAN MADE agreed to pay ¥538.8mn in cash for full control of UNDERCOVER's operating company, but the deal won't close until February 2027 and the filing does not yet say how much goodwill it will generate.
TOKYO BASE's first-half revenue jumped 21.1% largely on tax-free tourist spending, which supplied 72% of the increase in domestic store sales, while like-for-like sales slipped at UNITED TOKYO, PUBLIC TOKYO and CITY, the company's own original formats.
MATSUMOTO INC., the Tokyo-listed school-album and commercial printer, says a fourth straight year of negative operating cash flow has left its funding for the next twelve months uncertain, after quarterly cash fell to ¥313.9mn from ¥676.7mn even as its net loss narrowed to ¥100mn.
Seven & i Holdings used a single ToSTNeT-3 session to complete a ¥400bn share buyback, then two weeks later allotted ¥300bn in treasury shares to SoftBank, PayPay and Sumitomo Mitsui Card in a separate transaction that the filing does not otherwise explain.
HUMAN MADE will pay roughly ¥554mn in cash, funded entirely from its own balance sheet, to take 100% control of streetwear label UNDERCOVER, while the brand's founder steps back from management to remain only as head designer ahead of a planned February 2027 closing.
Kura Sushi's nine-month operating profit fell 45% even as group sales grew 4.4%, with Japan squeezed by still-high rice prices and its expanding US business absorbing tariff-driven cost increases, though full-year guidance is unchanged.
Sato Foods' quarterly profit fell 90.5% as cheaper loose rice made its packaged rice look pricey and a year-ago one-off gain flattered the comparison, but the company has finally issued a full-year forecast pointing to a 26.4% profit decline after previously saying rice-price volatility made guidance too unreliable to publish.
Japan's Q·B·B cheese maker has cut its full-year operating profit forecast to ¥1.5bn, a 35% reduction, after packaging costs rose more than a tenth amid deteriorating Middle East conditions and the yen traded weaker than budgeted; a July earthquake that shut a subsidiary's factory added to the squeeze.
Twelve AEON Kyushu stores and two AEON Mall shopping centers remained suspended through August after the July 28 Kumamoto Mall explosion, forcing AEON to strip them from its same-store sales and retroactively revise July's numbers while an outside panel investigates the cause.
3D Investment Partners' stake in J.Front Retailing rose to 11.63% from 10.32% on a ¥75.9bn, all-cash buying spree, and the fund says it may formally propose board changes, asset sales or a dividend policy overhaul if it judges such steps would raise J.Front's medium- to long-term value.
Meiji Holdings' new Shanghai dairy-sales subsidiary, capitalized above 650 million yuan and wholly owned indirectly, crossed the size threshold that forces disclosure under Japan's securities law.
Life Corporation is paying a 51% premium to take Hokuriku supermarket chain Albis private after five rounds of price haggling, and Mitsubishi Corporation is staying on as a 16.6% shareholder rather than selling out.
Japan's antitrust watchdog recommended that Toridoll Holdings repay ¥147.4mn skimmed from small food manufacturers through a wholesaler's 'system usage fee,' with 14.6% annual interest due on any deductions taken this year.
ASICS Corporation's board capped a new buyback at ¥70bn and 20 million shares (2.82% of the register) running through March 2027, while separately cancelling 25 million treasury shares this month to head off dilution concerns.
Nippon Paper's voting stake in adhesive-materials maker LINTEC fell from 23.89% to 3.12% after a September 8 secondary offering, and a Mizuho greenshoe running to September 28 could wipe out what remains.