BASE FOOD Inc.
BASE FOOD Inc. FY2027 Q2 Earnings Presentation
For FY2027 Q2, revenue was 4.37 billion yen (YoY +16.7%) and operating income was -0.01 billion yen (roughly flat YoY / in line with plan), supported by an increase in subscription customers and continued in-house advertising. Full-year forecast is unchanged, and additional SBIR grants will be recognized as non-operating income. Overseas business revenue declined due to restrained sales in China, while all channels — direct EC, wholesale, and overseas — maintained growth. Product renewals and measures to improve LTV will continue.
Key Figures
- Revenue: 4.37 billion yen (YoY +16.7%)
- Gross Profit: 2.41 billion yen (YoY +12.7%)
- Operating Income: -0.01 billion yen (YoY change: Unknown)
AI要約
Overview of This Period's Performance
Revenue for Q2 was 4.37 billion yen (YoY +16.7%), securing year-over-year growth. Operating income was -0.01 billion yen, nearly the same level as the same period last year. All channels — direct EC, wholesale, and overseas — showed growth, with increases in subscription customers and in-house AI advertising contributing. Incremental SBIR grant amounts are planned to be recognized as non-operating income.
Full-Year Outlook and Growth Strategy
The full-year earnings forecast remains unchanged. While first-half progress exceeded expectations, the company will monitor second-half trends. Growth strategies include revitalizing direct EC and improving LTV, expanding into convenience stores and supermarkets, and continued validation of overseas markets. The company will continue product renewals and in-house advertising investment to reactivate dormant customers and expand subscriptions.
BASE FOOD Inc.
Company overview · Stock price · Financial data · All IR
