Palemo Holdings Co.,Ltd.
Notice of Revision of Consolidated Earnings Forecast for the Second Quarter (Interim) and Full Year for the Fiscal Year Ending February 2027
Sales are revised downward by 7.0% for the interim period and 4.4% for the full year compared with the previous forecast. Interim net income attributable to the parent is revised downward by 130 million yen from the previous forecast per share not disclosed. Full-year net income is revised downward by 75 million yen with per-share figure not disclosed. In the second half, while pursuing new brand launches and EC expansion, continued adverse weather and disasters are expected to hinder overall recovery.
Key Figures
- Sales (Interim) 7,350 million yen → 6,838 million yen
- Operating income (Interim) 200 million yen → 71 million yen
- Ordinary income (Interim) 190 million yen → 58 million yen
- Net income attributable to owners of parent (Interim) 145 million yen → 15 million yen
- Net income per share (Interim) 12.05 yen → 1.32 yen
- Sales (Full year) 14,650 million yen → 14,000 million yen
- Operating income (Full year) 245 million yen → 110 million yen
- Ordinary income (Full year) 225 million yen → 95 million yen
- Net income attributable to owners of parent (Full year) 100 million yen → 25 million yen
- Net income per share (Full year) 8.31 yen → 2.10 yen
AI要約
Revision of Earnings Forecast
Palermo Holdings has revised its consolidated earnings forecast for the second quarter (interim) and full year ending February 2027. Interim sales are down 7.0% versus the previous forecast, while operating income, ordinary income, and net income attributable to owners of the parent for the interim are expected to be significantly lower. For the full year, sales are revised to 14,000 million yen, operating income to 110 million yen, ordinary income to 95 million yen, and net income attributable to owners of the parent to 25 million yen, all downward. Ongoing adverse weather and natural disasters, along with the challenge of a recovery in the latter half through new brand rollouts and EC expansion, suggest that the recovery will not be achieved by the latter half measures alone.
Strategy and Outlook Going Forward
In the second half, the company will prioritize productMD reforms centered on original product development, promote the launch of derived new brands planned for September, and expand EC channels domestically and internationally. While maintaining existing store sales, the plan is to increase the number of stores through low-investment new openings and events. However, given that the weather-related sales delays in the first half are unlikely to be fully offset by measures in the second half, full-year performance is expected to decline significantly.
Palemo Holdings Co.,Ltd.
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