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.<\/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,"price_fetched_at":"","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":"7694","jir_company_name":"itsumo.inc.","jir_importance":"\u2605\u2605\u2605\u2606\u2606","jir_publication_date":"2026-09-03","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/09\/7694-20260903-01.pdf","jir_short_summary":"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.","jir_summary":"### TikTok Shop-related business initiatives\nWe 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.\n\n### This term's outlook and policy\nFull-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.","jir_financial_highlights":"YoY Revenue: Unknown (YoY +45.9% (Q1 results))\nOperating profit: Unknown (YoY: operating loss of 80 million yen; Q1 this year: profit of 30 million yen)\nConsolidated subsidiary Emberloom (formerly BeLawn): Unknown (Q1 initiated a fundamental restructuring aimed at achieving profitability and balance between revenue and cost)","jir_category":"","jir_hashtags":"#ItsumoNoQuotes #TikTokShopCollaboration","jir_key_figures":"Revenue: Unknown (Q1 growth YoY +45.9%)\nOperating profit: Unknown (Q1: 30 million yen; prior year: 80 million yen operating loss)\nEmberloom measures: Shift to profit-focused structure from Q2 onward, aiming for profitability","jir_meta_title":"\u3010It sumo Inc.\u3011TikTok Shop-related Business Performance and Initiatives Toward Profitability | September 2026","jir_meta_description":"Itsumo Inc. explains expansion and strengthened collaboration in the TikTok Shop-related business. Full-year guidance unchanged, continuing structural reforms toward Emberloom profitability. Summary of future investment policy and multi-channel strategy.","jir_og_title":"Itsumo Inc. \u2014 TikTok Shop Initiatives and Full-Year Outlook","jir_og_description":"Growth in the TikTok Shop domain, expanded collaborations, and profitability efforts for Emberloom. Explains future investment policy and multi-channel strategy.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":60253,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"general_ir","footnotes":""},"sector":[],"importance":[],"class_list":["post-110654","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n