News & Reports

Japan Apparel Giants FY2026 Full Year: Global Growth Drives Record Profits

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%.

Ryohin KeikakuZOZO

Global expansion and business models dictated growth and profitability rates.

SHIFT FY2026 Full Year: Record Revenue Hits ¥1.616 Trillion, Net Income Drops

SHIFT reported record revenue of ¥1.616 trillion for its fiscal year ended August 2026, driven by AI and M&A strategies, despite a decline in net profit due to strategic hiring costs.

FY2026 (Aug 2025-Jul 2026) Full Year

Pasona Q1 FY2027: Operating Profit Surges to Yen 930 Million on BPO Growth

Pasona posted Q1 FY2027 results showing operating profit recovery to Yen 930 million as high-value-added BPO services offset large project endings. Revenue grew 3.1% year-on-year to Yen 79.327 billion driven by ProShare demand.

Q1 FY2027 (Jun-Aug 2026)

U-NEXT FY2026 Full Year: Revenue Hits Record High, Dividend Payout Raised to 17 Yen Amid Strategic Expansion

U-NEXT reported record full-year revenue of 469.9 billion yen for the fiscal year ended August 2026, driven by content and solution segments. Despite a dip in net profit due to energy costs, the company raised its dividend to support shareholders while expanding its portfolio.

FY2026 Full Year (Aug 2025 - Jul 2026)

IDOM: IDOM cuts FY27 net profit by 26%, raises revenue outlook on store expansion

IDOM revised its full-year consolidated net profit forecast down by approximately 26% to 10.5 billion yen for the fiscal year ending February 2027. The company is prioritizing aggressive capital investment in large stores and digital transformation (DX) initiatives to drive long-term value despite near-term margin pressure.

Ryohin Keikaku: Final Dividend Raised by 6 Yen to 22, Annual Payout Hits 38 Yen

Ryohin Keikaku has raised its final dividend by 6 yen to 22 yen per share, bringing the annual payout to 38 yen. The company underscores a commitment to robust shareholder returns driven by strong overseas operations.

Yokohama FG: Nearly Exhausts 20 Billion Yen Share Buyback Cap

Yokohama FG completed its treasury share acquisition on October 14. Cumulative spending reached 19.999 billion yen, utilizing nearly the full 20 billion yen cap set in August.

Brother: Buybacks hit 12B yen in Sept, cumulating to 83B yen boosting returns

Brother disclosed the acquisition of its own shares worth approximately 1.2 billion yen during September. The cumulative share count reached 2.09 million, signaling a consistent acceleration in shareholder returns.

Recruit: Recruit extends share buyback period to prepare for additional purchases of existing stock

Recruit announced on the 14th that it is extending the deadline for purchasing its own shares. The company plans to acquire additional existing shares to strengthen its management foundation and improve capital efficiency.

JVCKenwood: Completes Yen 3B Share Buyback to Boost ROE via Cancellation

JVCKenwood announced the full completion of its share buyback program on October 14, targeting a Yen 3 billion cap. The company will cancel all acquired shares to enhance return on equity.

U-NEXT: Revenue rises 10 pct on strong user growth, yet profits fall due to power costs

U-NEXT reported a 10.8 percent rise in revenue for the fiscal year ending August 2026, surpassing forecasts driven by content and M&A gains. However, rising energy costs and forex losses squeezed net income, leaving dividends unchanged at current levels.

Kakaku.com: Kamgras raises bid price to 3,682 yen as tender offer period extends to 115 business days

Kakaku.com bidder Kamgras announced a revised purchase price of 3,682 yen per share and extended the tender offer period. This strategic move aims to counter competitors and enhance deal certainty for shareholders.