Financial Summary for the Third Quarter of the Fiscal Year Ending February 2026 (Completion of Interim Review by Audit Firm)
For the third quarter of the fiscal year ending February 2026, net sales were JPY 833,383 million, operating income JPY 40,595 million, and net income attributable to owners of parent JPY 26,976 million. Completed business integration with Welcia Holdings, increasing the number of stores to 2,690.
Notice Regarding Monthly Sales Update for December 2025
In December 2025, Tsuruha Group’s existing store monthly sales increased by 0.3% year-over-year, customer numbers decreased by 1.6% year-over-year, and average spend per customer rose by 2.0% year-over-year.
FY2026 February Period Q3 Financial Summary [Japan GAAP] (Consolidated)
Consolidated sales for the third quarter of the FY2026 February period amounted to JPY 833,383 million, operating income was JPY 40,595 million, and net income attributable to owners of parent was JPY 26,976 million.
Notice Regarding Recording of Extraordinary Income (Gain on Step Acquisition)
In the fourth quarter of the fiscal year ending February 2026, Tsuruha Holdings Inc. plans to record an extraordinary income of 10,583 million yen from the gain on step acquisition associated with the consolidation of Welcia Holdings Co., Ltd. as a consolidated subsidiary.
Notice Regarding Changes to the Shareholder Benefits Program
Following the business integration with Welcia Holdings on December 1, 2025, the content of the shareholder benefits will be changed starting from the 2026 February fiscal year, providing gift certificates worth 5,000 yen to shareholders holding 100 shares or more.
Notice Regarding the Results of the Tender Offer for Tsuruha Holdings Inc. (Securities Code: 3391) and Change in Subsidiaries
AEON Co., Ltd. conducted a tender offer for 40,727,772 common shares of Tsuruha Holdings Inc. at 2,900 yen per share, increasing its voting rights ownership from 41.18% to 50.11%, and plans to make Tsuruha Holdings a consolidated subsidiary on January 14, 2026.
Announcement Regarding the Results of Tender Offer by Aeon Co., Ltd. for Our Shares and Changes in Parent and Other Related Companies
Aeon Co., Ltd. has completed the tender offer for 40,727,772 common shares of Tsuruha Holdings, Inc., resulting in a voting rights ownership ratio of 50.11% as of January 14, 2026, and is scheduled to become the parent company.
(Disclosure Progress) Notice Regarding Planned Share Acquisition Following Tender Offer for Our Shares by AEON Co., Ltd.
AEON Co., Ltd. plans to acquire additional shares through market purchases from January 9, 2026 to April 30, 2026, aiming for a 50.9% voting rights ratio in Tsuruha Holdings.
Notice of Partial Change Regarding the Scheduled Commencement of Tender Offer for TSURUHA Holdings Inc. (Securities Code 3391)
Aeon Co., Ltd. has revised the conditions for the scheduled commencement of the tender offer dated April 11, 2025, by proportionally adjusting the tender offer price from ¥11,400 to ¥2,280 and the number of shares to be purchased from 11,357,170 shares to 57,012,650 shares following the stock split of TSURUHA Holdings Inc. (1 share → 5 shares).
