Financial Summary (Second Quarter) FY2026 October

Business Performance Overview

Gift Holdings maintained solid performance in the second quarter of FY2026, achieving net sales of 21,239 million yen (YoY +23.5%) and operating profit of 2,640 million yen (YoY +18.9%). The company is demonstrating robust growth driven by domestic and international store expansion as well as new store openings. Particularly, improved profitability of overseas stores and increased operating profit from renovations and new openings domestically contributed to the results. The full-year outlook has been revised upward, reinforcing expectations for continued growth.

Future Outlook and Investor Impact

Gift Holdings has revised its full-year earnings forecast upward, anticipating further growth in sales and profits. Expansion through new store openings, store renovations, and international expansion is expected to sustain strong performance for FY2026. For investors, active domestic and international store development and margin improvement initiatives are likely to be the drivers of share price appreciation. Risks include uncertainties in overseas markets and raw material cost increases, but overall, significant growth potential remains evident.