2nd RETAILING Co., Ltd.
Fiscal Year Ending March 2027 Q2 Earnings Presentation
Net sales 246,767 hundred million yen (YoY +13.7%); operating income 8,378 hundred million yen (YoY +64.8%). Expansion focused on reuse and improvement in the mix of new products contributed. Full-year forecast remains unchanged; store expansion and inventory management improvements are in progress.
Key Figures
- Net Sales: 246,767 hundred million yen (YoY +13.7%)
- Operating Income: 8,378 hundred million yen (YoY +64.8%)
- Interim Net Income: 4,795 hundred million yen (YoY +48.6%)
AI要約
Performance Summary
Consolidated results for Q2 of the fiscal year ending March 2027 showed a significant increase in net sales year-on-year, driven mainly by contributions from reuse merchandise and expansion of high gross-margin categories such as luxury goods and smartphones/tablets, which improved gross profit margin. Although SG&A expenses increased, profit growth exceeded the cost increases associated with scale expansion. New products experienced a post‑rush demand decline, but gross margin improved due to a better product mix. The full-year forecast remains unchanged.
Outlook and Impact for Investors
Against a backdrop of accelerated store openings and growth in digital and digital content areas, the Group is strengthening its overall growth foundation. Centered on 2nd STREET, the company aims to reach 1,000 domestic stores within the fiscal year ending March 2027 and continues a growth strategy targeting net sales of 1 trillion yen by 2035. Overseas expansion will also increase as the company pursues leadership in the global reuse market.
Net Sales Trend
2nd RETAILING Co., Ltd.
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