Mercari, Inc.
Presentation Material FY2026.6 2Q
Consolidated revenue reached 56.8 billion yen (Year-over-Year +15%), with core operating income at 10.9 billion yen (Year-over-Year +54%), achieving high growth, and upward revision of full-year earnings guidance.
Key Figures
- Revenue: 56.8 billion yen (Year-over-Year +15%)
- Core Operating Income: 10.9 billion yen (Year-over-Year +54%)
- Marketplace GMV: 329.1 billion yen (Year-over-Year +11%)
AI要約
Performance Overview
In the second quarter of FY2026 ending June, consolidated revenue achieved 56.8 billion yen (Year-over-Year +15%) and core operating income reached 10.9 billion yen (Year-over-Year +54%), demonstrating strong growth. GMV in both Marketplace and the US posted double-digit growth, while Fintech steadily sustained revenue increases. Even after partially deducting point expenses, revenue grew 19% Year-over-Year. All three main businesses recorded their highest-ever revenue and core operating income, with profit margins also showing an improving trend.
Upward Revision of Earnings Guidance and Outlook
With the upward revision of full-year guidance for Marketplace, consolidated revenue is now projected at 210 billion yen to 220 billion yen, and core operating income at 32 billion yen to 36 billion yen. Marketplace GMV growth rate was raised to Year-over-Year +5-10%, with core operating income outlook set between 35 billion yen and 39 billion yen reflecting a bullish view. Fintech and US businesses are expected to maintain growth as previously projected. Enhancements in core product experience and marketing investments are contributing to building a growth foundation from FY2027 onwards.
