GENDA Inc.

2026/09/30 11:27 Updated
Market Cap: $757.8M (¥119.3B)
Stock Price: $4.16 (¥655)
Exchange Rate: 1 USD = ¥157.48

Frequently Asked Questions and Answers (September 2026)

Monthly disclosure of Q&A concerning the recovery status of the North American business, improvements in patrol visit quality, rollout status of domestic and overseas IP prize offerings, and the free cash flow outlook. Profitability was achieved as patrol visit frequency recovered; future challenges include optimizing prize lineups and expanding Japanese IP prize offerings.

Importance:
Page Updated: September 30, 2026
IR Disclosure Date: September 30, 2026

Key Figures

  • Patrol visit frequency (July approx. 16,300 visits, August approx. 16,700 visits)
  • Timing of return to profitability (July 2026)
  • Number of North American locations with Japanese IP prizes introduced (approx. 5,000 locations), not started approx. 4,000 locations

AI要約

Recovery of the North American Business and Quality Improvement

In the North American business, after the recovery in patrol visit frequency, the next phase is to enhance the "quality" of in-store improvements per visit. Specifically, the company is advancing plans to relocate slow-selling prizes to clearance booths and replace them with new prizes. Profitability was achieved in July, and stabilizing the recovery foundation is the highest priority.

IP Prize Rollout and Future Challenges

Of approximately 13,000 North American locations, about 5,000 locations have introduced Japanese IP prizes, and about 4,000 locations have not yet started. The company will proceed with rollout to the not-yet-started locations and continue operational improvements at already introduced locations. IP prizes such as Dragon Ball Z, NARUTO, and Demon Slayer have been well received. Popular IPs will continue to be introduced sequentially.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

GENDA Inc.

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