{"id":102456,"date":"2026-08-12T16:49:15","date_gmt":"2026-08-12T07:49:15","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/4255-20260812-02_wp_earnings_guidance\/"},"modified":"2026-08-12T16:49:15","modified_gmt":"2026-08-12T07:49:15","slug":"4255-20260812-02_wp_earnings_guidance","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-4255\/ir\/4255-20260812-02_wp_earnings_guidance\/","title":{"rendered":"Notice of Revision of Earnings Guidance"},"content":{"rendered":"<p>Revising the full-year earnings forecast for the fiscal year ending December 2026 on the back of the fan business platform. Revenue is higher than the previous forecast, and operating income, ordinary income, net income, and net income per share are all upwardly revised. Growth in the assumed number of fans and pricing optimization contributed to the upgrade. However, selling, general and administrative expenses are expected to continue rising.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"4255","jir_company_name":"THECOO Co., Ltd.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-08-12","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/08\/4255-20260812-02.pdf","jir_short_summary":"Revising the full-year earnings forecast for the fiscal year ending December 2026 on the back of the fan business platform. Revenue is higher than the previous forecast, and operating income, ordinary income, net income, and net income per share are all upwardly revised. Growth in the assumed number of fans and pricing optimization contributed to the upgrade. However, selling, general and administrative expenses are expected to continue rising.","jir_summary":"### Section Heading\nIn summary, this IR communicates the upward revision of the full-year earnings forecast for the fiscal year ending December 2026. As the number of fans grows in the fan business platform, both subscription revenue and non-subscription revenue are strengthening the revenue base, and pricing optimization progressed beyond plan. As a result, revenue, as well as each level of profitability and net income are expected to improve. On the other hand, SG&A expenses are expected to rise due to increased variable costs accompanying business expansion and ongoing investments for long-term growth.\n\n### Section 2 Heading\nThe revision is driven by greater-than-expected fan growth and improved pricing strategy, supporting full-year earnings improvement. Risks such as changes in market environment remain, and actual results may differ from these forecasts. Going forward, the plan is to continue growth investments while further improving profitability.","jir_financial_highlights":"Revenue: Previous forecast: 5,480 million yen (Current revised forecast: 6,140 million yen, increase: 660 million yen, growth rate: 12.0%)\nOperating income: Previous forecast: 300 million yen (Current revised forecast: 700 million yen, increase: 400 million yen, growth rate: 133.3%)\nOrdinary income: Previous forecast: 300 million yen (Current revised forecast: 720 million yen, increase: 420 million yen, growth rate: 140.0%)\nNet income attributable to owners of parent: Previous forecast: 250 million yen (Current revised forecast: 610 million yen, increase: 360 million yen, growth rate: 144.0%)\nNet income per share: Previous forecast: 119.39 yen (Current revised forecast: 289.48 yen)","jir_category":"","jir_hashtags":"#THECOO, #FanBusinessPlatform, #EarningsForecastRevision","jir_key_figures":"Revenue: 6,140 million yen (previous forecast 5,480 million yen, increase 660 million yen)\nOperating income: 700 million yen (previous 300 million yen, increase 400 million yen)\nOrdinary income: 720 million yen (previous 300 million yen, increase 420 million yen)","jir_meta_title":"\u3010THECOO\u3011Earnings Guidance Revision: Revenue and Profit Upward Revision Driven by Fan Growth | Fiscal Year 2026","jir_meta_description":"THECOO revises its earnings forecast disclosed on February 13, 2026. Revenue and profits are expected to exceed due to fan growth and pricing optimization, with notes on SG&A expense increases.","jir_og_title":"THECOO Earnings Guidance Revision: Upward Revisions to Revenue and Profit | FY2026","jir_og_description":"THECOO upwardly revises its full-year 2026 forecast. Profit expansion is anticipated from increased fans and optimization, with attention to rising selling, general and administrative costs.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":60149,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"earnings_guidance","footnotes":""},"sector":[],"importance":[],"class_list":["post-102456","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Notice of Revision of Earnings Guidance - Japan IR<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/japanir.jp\/en\/company\/company-4255\/ir\/4255-20260812-02_wp_earnings_guidance\/\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/japanir.jp\/en\/company\/company-4255\/ir\/4255-20260812-02_wp_earnings_guidance\/\",\"url\":\"https:\/\/japanir.jp\/en\/company\/company-4255\/ir\/4255-20260812-02_wp_earnings_guidance\/\",\"name\":\"Notice of Revision of Earnings Guidance - 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