itsumo.inc.
Q1 Fiscal Year Ending March 2027 Investor Questions and Our View
The favorable performance of the TikTok Shop-related business and the rationale for keeping the full-year guidance unchanged are presented, with ongoing structural reforms to achieve Emberloom profitability. We plan to continue multi-channel expansion and investments in collaboration with other platforms.
Key Figures
- Revenue: Unknown (Q1 growth YoY +45.9%)
- Operating profit: Unknown (Q1: 30 million yen; prior year: 80 million yen operating loss)
- Emberloom measures: Shift to profit-focused structure from Q2 onward, aiming for profitability
AI要約
TikTok Shop-related business initiatives
We have secured three partnerships with TikTok Japan, building a system that delivers awareness, advertising, creators, procurement, and logistics end-to-end. This term, we will continue investments such as expanding logistics hubs and leveraging AI agents to expand orders from global and national brands and to grow more profitable creators. As part of a multi-channel strategy, we will strengthen collaboration with other platforms such as Amazon and Rakuten.
This term's outlook and policy
Full-year earnings guidance remains unchanged. Q1 revenue grew significantly YoY, and new projects in the Partners in Collaboration segment are not yet finalized, so they are not included in the outlook. Considering a greater expansion in the second half compared to the first, there is a possibility of a timely revision as the situation unfolds.
itsumo.inc.
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