Net sales reached 626.9 billion yen (YoY 103.1%), operating income was 17.6 billion yen (YoY 110.6%), both record highs. For FY2027 February term, net sales are expected at 648.0 billion yen (YoY 103.4%) and operating income at 18.0 billion yen (YoY 102.1%).<\/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":"9948","jir_company_name":"ARCS Company, Ltd.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-04-14","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/04\/9948-20260414-01.pdf","jir_short_summary":"Net sales reached 626.9 billion yen (YoY 103.1%), operating income was 17.6 billion yen (YoY 110.6%), both record highs. For FY2027 February term, net sales are expected at 648.0 billion yen (YoY 103.4%) and operating income at 18.0 billion yen (YoY 102.1%).","jir_summary":"### Overview of Financial Results\nNet sales for the FY2026 February term reached 626.9 billion yen, marking a record high with a 103.1% year-over-year increase. Same-store sales also grew steadily at 102.9% YoY, supported by an increase in customer visits to existing stores, and strengthened local product offerings and delicatessen items. Operating income rose 10.6% YoY to 17.6 billion yen, driven by cost reductions through distribution streamlining and effective control of selling, general and administrative expenses. Ordinary income was 19.1 billion yen, and net income attributable to owners of parent was 12.4 billion yen, both posting year-over-year growth.\n\n### Earnings Guidance for FY2027 February Term and Shareholder Returns\nFor the FY2027 February term, net sales are projected at 648.0 billion yen (YoY 103.4%) and operating income at 18.0 billion yen (YoY 102.1%), aiming to reach record highs. Revenue increases are anticipated through new value propositions responding to evolving inflation, investments in new and renovated stores, and competitive store measures. SG&A expenses are planned at 145.7 billion yen, including personnel expenses of 85.7 billion yen (YoY 104.9%), while advancing productivity improvement initiatives. The dividend policy targets a payout ratio of 40%, with a forecasted dividend per share of 82 yen (interim 41 yen, year-end 41 yen) for FY2027 February term. This marks the sixth consecutive year of dividend increases, reflecting an active approach to shareholder returns.","jir_financial_highlights":"Net Sales: 626.9 billion yen (YoY 103.1%)\nOperating Income: 17.6 billion yen (YoY 110.6%)\nOrdinary Income: 19.1 billion yen (YoY 109.2%)\nNet Income Attributable to Owners of Parent: 12.4 billion yen (YoY 112.5%)\nFY2027 February Term Net Sales Forecast: 648.0 billion yen (YoY 103.4%)\nFY2027 February Term Operating Income Forecast: 18.0 billion yen (YoY 102.1%)\nDividend (FY2027 February Term Forecast): 82 yen per share (6 consecutive years of dividend increases)","jir_category":"","jir_hashtags":"#ARCSCompanyLtd, #FinancialResultsPresentation, #JapaneseStock","jir_key_figures":"Net Sales: 626.9 billion yen (FY2026 February term, YoY 103.1%)\nOperating Income: 17.6 billion yen (FY2026 February term, YoY 110.6%)\nDividend: 82 yen per share (FY2027 February term forecast, 6 consecutive years of increases)","jir_meta_title":"\u3010ARCS Company, Ltd.\u3011FY2026 February Term Financial Results\uff5cNet Sales 626.9 Billion Yen (YoY +3.1%)","jir_meta_description":"Presentation material for ARCS Company, Ltd.'s FY2026 February term financial results. Record net sales of 626.9 billion yen and operating income of 17.6 billion yen. Forecast for FY2027 February term includes net sales of 648.0 billion yen and operating income of 18.0 billion yen with a dividend forecast of 82 yen per share.","jir_og_title":"\u3010ARCS Company, Ltd.\u3011FY2026 February Term Financial Results\uff5cNet Sales 626.9 Billion Yen (+3.1%)","jir_og_description":"ARCS Company, Ltd.'s financial results for FY2026 February term. Net sales increased to 626.9 billion yen and operating income to 17.6 billion yen. Plans for FY2027 February term target net sales of 648.0 billion yen and operating income of 18.0 billion yen.","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\": \"Net Sales Trend (billion yen)\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Q1\\\",\\\"Q2\\\",\\\"Q3\\\",\\\"Q4\\\",\\\"Full Year\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Net Sales\\\",\\\"data\\\":[1542,1593,1510,1621,6269],\\\"borderColor\\\":\\\"#FF6600\\\",\\\"fill\\\":false}]},\\\"options\\\":{\\\"responsive\\\":true,\\\"plugins\\\":{\\\"legend\\\":{\\\"position\\\":\\\"top\\\"}},\\\"scales\\\":{\\\"y\\\":{\\\"beginAtZero\\\":true}}}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend (billion yen)\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Q1\\\",\\\"Q2\\\",\\\"Q3\\\",\\\"Q4\\\",\\\"Full Year\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[38,41,39,57,176],\\\"borderColor\\\":\\\"#007ACC\\\",\\\"fill\\\":false}]},\\\"options\\\":{\\\"responsive\\\":true,\\\"plugins\\\":{\\\"legend\\\":{\\\"position\\\":\\\"top\\\"}},\\\"scales\\\":{\\\"y\\\":{\\\"beginAtZero\\\":true}}}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"pie\", \"jir_chart_title\": \"SG&A Expenses Breakdown (billion yen)\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"pie\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Personnel Expenses\\\",\\\"Promotion Expenses\\\",\\\"Utilities\\\",\\\"Others\\\"],\\\"datasets\\\":[{\\\"data\\\":[347,356,341,356],\\\"backgroundColor\\\":[\\\"#FF6384\\\",\\\"#36A2EB\\\",\\\"#FFCE56\\\",\\\"#4BC0C0\\\"]}]},\\\"options\\\":{\\\"responsive\\\":true}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Trends of Gross Profit Margin, SG&A Ratio, and Operating Profit Margin (%)\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"FY2025 February Term\\\",\\\"FY2026 February Term\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Gross Profit Margin\\\",\\\"data\\\":[25.1,25.2],\\\"backgroundColor\\\":\\\"#FFCE56\\\"},{\\\"label\\\":\\\"SG&A Ratio\\\",\\\"data\\\":[22.5,22.4],\\\"backgroundColor\\\":\\\"#36A2EB\\\"},{\\\"label\\\":\\\"Operating Profit Margin\\\",\\\"data\\\":[2.6,2.8],\\\"backgroundColor\\\":\\\"#FF6384\\\"}]},\\\"options\\\":{\\\"responsive\\\":true,\\\"scales\\\":{\\\"y\\\":{\\\"beginAtZero\\\":true}}}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"table\", \"jir_chart_title\": \"Comparison of FY2026 February Actual Results and FY2027 February Earnings Guidance\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"table\\\",\\\"data\\\":{\\\"headers\\\":[\\\"Metric\\\",\\\"FY2026 February Actual\\\",\\\"FY2027 February Forecast\\\",\\\"YoY\\\"],\\\"rows\\\":[[\\\"Net Sales\\\",\\\"626.9 billion yen\\\",\\\"648.0 billion yen\\\",\\\"103.4%\\\"],[\\\"Operating Income\\\",\\\"17.6 billion yen\\\",\\\"18.0 billion yen\\\",\\\"102.1%\\\"],[\\\"Ordinary Income\\\",\\\"19.1 billion yen\\\",\\\"19.6 billion yen\\\",\\\"102.3%\\\"],[\\\"Net Income Attributable to Owners of Parent\\\",\\\"12.4 billion yen\\\",\\\"12.4 billion yen\\\",\\\"99.6%\\\"]]}}\"}]","ir_related_company":8984,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-40390","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n