First year of a commerce-centric portfolio after the spin-off of NE. Revenue of 4,610 million yen (1Q actual, YoY basis excluding NE). Beauty business becomes profitable, Mobile Life continues to grow despite losses due to upfront investments in new categories; expect continued growth. Full-year guidance unchanged, investment recovery planned for the second half. Shareholder returns maintain payout ratio of 20% or more, with a dividend of 22.5 yen per share for the fiscal year ending April 2026 and a dividend policy reflecting NE spin-off post-profit considerations.<\/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":"3134","jir_company_name":"Hamee Incorporated","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-09-14","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/09\/3134-20260914-02.pdf","jir_short_summary":"First year of a commerce-centric portfolio after the spin-off of NE. Revenue of 4,610 million yen (1Q actual, YoY basis excluding NE). Beauty business becomes profitable, Mobile Life continues to grow despite losses due to upfront investments in new categories; expect continued growth. Full-year guidance unchanged, investment recovery planned for the second half. Shareholder returns maintain payout ratio of 20% or more, with a dividend of 22.5 yen per share for the fiscal year ending April 2026 and a dividend policy reflecting NE spin-off post-profit considerations.","jir_summary":"### Overview of the results\nIn the first half, ongoing front-loaded investments, and inventories are planned for the second-half peak season, with revenue increasing YoY. Mobile Life faced losses due to upfront advertising and other investments, but new product launches from Q2 onward and expansion of high-price MagSafe-related mix are expected to raise selling prices. Beauty significantly increased revenue and turned profitable through expanded distribution of base makeup and new product introductions. Global operations are expected to improve through the phasing-out of tariff refunds. After the spin-off of NE, efforts to maintain SE-grade consistency while strengthening overall e-commerce operations.\n\n### Outlook and shareholder returns\nAs the first year of the mid-term plan, focus on improving gross margin and stabilizing inventory turns. Continue upfront investments toward the second-half peak season with plans to recover in the latter half. Maintain a payout ratio of at least 20%. For the fiscal year ending April 2026, dividend is 22.5 yen per share; for the fiscal year ending April 2027, envisaged to be 3 yen after considering the business scale post NE spin-off.","jir_financial_highlights":"Sales: 4,610 (YoY 7.2% increase (excluding NE basis))\nGross profit: 2,939 (YoY 27.2% increase)\nOperating income: -14 (YoY \u25b3185 \u2192 1Q profitability expected (excluding NE basis))\nNet income attributable to owners of parent: 59 (YoY profitability maintained (excluding NE basis))","jir_category":"","jir_hashtags":"#Hamee, #FinancialResults, #MidTermPlan, #ShareholderReturns","jir_key_figures":"Sales 4,610 million yen (YoY up 7.2%)\nGross profit 2,939 million yen (YoY up 27.2%)\nOperating income \u25b314 million yen (profitability expected on a NE-excluded basis)","jir_meta_title":"\u3010Hamee Incorporated\u3011Financial Results Overview\uff5cQ1 FY2026","jir_meta_description":"Key points of Hamee's Q1 FY2026 results. Post-NE spin-off, a new commerce-centric portfolio, efforts toward turning profitable in Beauty, investments for the second half and dividend policy.","jir_og_title":"Hamee Earnings Release: Q1 Highlights and Outlook","jir_og_description":"Post-NE spin-off, Beauty turns profitable, Mobile Life drives unit price improvements. Summary of investment plans for the second half and dividend policy.","jir_og_image_url":"\/assets\/og\/company-financial_summary.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Sales Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026\/04\\\",\\\"2026\/07\\\",\\\"2026\/10\\\",\\\"2027\/04\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Sales\\\",\\\"data\\\":[4690,4800,4900,4610]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026\/04\\\",\\\"2026\/07\\\",\\\"2026\/10\\\",\\\"2027\/04\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[-14,100,200,502]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Sales by Segment\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Mobile Life\\\",\\\"Beauty\\\",\\\"Gaming Accessories\\\",\\\"New Business\\\",\\\"Global\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Sales\\\",\\\"data\\\":[1803,1331,792,27,655]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Gross Margin Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026\/04\\\",\\\"2027\/04\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Gross Margin\\\",\\\"data\\\":[21.2,25.7]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"table\", \"jir_chart_title\": \"Forecast vs Actual\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"table\\\",\\\"data\\\":[]}\"}]","ir_related_company":59333,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-113761","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n