Rival companies in the same industry compared side by side, with AI analysis of the winners, the laggards and the trends.
8 industry digests
Q1 FY2027 (FY ends Jun)
Japan’s food-focused drugstores posted mixed Q1 FY2027 results: Kusuri no Aoki led in growth and margin, while Genky’s costs cut profit despite higher sales. Bad weather left Kawachi alone with falling revenue.
FY2026 (FY ends May)
B2B e-commerce and MRO leaders posted divergent FY2026 results: MonotaRO grew sales 15.9% and operating profit 24.6%, while ransomware-hit ASKUL fell 16.8% and swung to a loss. Otsuka led in scale; Misumi gained from overseas demand.
Q1 FY2027 (FY ends Feb)
Japan's major general retailers split on growth and earnings in Q1 FY2027. Seven & i lifted operating profit 61.4% to ¥105 billion despite a 14.3% sales decline, while AEON grew sales 14.6% and profit 33.6%, helped by Tsuruha.
FY2026 (FY ends Aug)
Japan Apparel Giants posted FY2026 full-year results with divergent growth tracks. Fast Retailing and Ryohin Keikaku set record profits through global branding, while ZOZO kept an operating margin above 30%.
FY2026
Full-year results for five major Specialty Retail Chains in FY2026 reveal a highly polarized market. While retail giant PPIH dominated in total scale, Workman achieved a group-leading 18.4% operating margin by leveraging high-margin private brands as retailers navigate ==polarized earning power==.
Q3 FY2026 (FY ends Feb)
Food Retailers and Wholesalers grew revenue in Q3 FY2026, but profits diverged. Create SD surged 9.1% on fresh food synergy, while Kobe Bussan slid 10.9% as import costs triggered a structural shift.
FY2026
Earnings for Major Japanese Drugstores in FY2026 Full Year show ==mega-mergers and food sales== reshaping the retail sector. Tsuruha reclaimed the top spot, while Sugi HD and Cosmos entered the 1-trillion-yen club, proving that unique business models are key.
Q1 FY2027
Earnings for Japan's Major Department Stores in Q1 FY2027 are in, revealing a clear divergence in earning power driven by fintech success and inbound tourism. Backed by a historic weak yen that fueled inbound demand and robust luxury spending by domestic wealthy consumers, companies like Isetan Mitsukoshi and Takashimaya saw strong growth. However, variations in operating margins and credit card strategies have ==sharply divided the winners from the losers== this quarter.
