Q&A collection regarding the full-year earnings for the fiscal year ending February 2026. Comparable store sales maintained growth exceeding the previous year, with gross margin improvements and ongoing advanced investments in AI and DX.<\/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":"3093","jir_company_name":"Treasure Factory Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-05-01","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/05\/3093-20260501-01.pdf","jir_short_summary":"Q&A collection regarding the full-year earnings for the fiscal year ending February 2026. Comparable store sales maintained growth exceeding the previous year, with gross margin improvements and ongoing advanced investments in AI and DX.","jir_summary":"### Overview of Performance\nThe Q&A collection on the full-year earnings for the fiscal year ending February 2026 highlights concerns over rising logistics costs due to crude oil supply constraints, while the expanding demand for secondhand goods and increased frugality act as tailwinds, indicating potential for profit growth. Inbound demand remains strong benefiting from the weak yen, with the impact of decreased Chinese tourists offset by demand growth from other regions. Improvements in comparable store gross margin are mainly due to changes in the buyback coupon system, strong sales of low-priced products, and price control of winter inventory. Low-priced products have high gross margins, enabling profit generation through increased sales volume.\n\n### Outlook and Investment Plans\nThe medium-term management plan indicates that the decline in operating income margin is due to advance investments, mainly in AI and DX, strengthening procurement channels, and expansion into the U.S. market. Increases in personnel expenses relate to these growth investments, with efforts to appropriately control SG&A ratio through labor productivity improvements. The store opening plan targets 30 to 35 stores annually, emphasizing a balance between urban centers and regional areas, with long-term potential to expand to a scale of 800 to 1,000 stores. Overseas store rollouts are progressing in Thailand and Taiwan, with preparations underway for the first store launch in the U.S. market.","jir_financial_highlights":"Comparable Store Sales Growth Rate: 104.6% (Previous Year Result)\nAssumption for Comparable Store Sales Growth Rate in Fiscal Year Ending February 2027: 102% (Conservatively set from previous year result of 104.6%)\nDuty-Free Sales Ratio: Over 10% (Growth rate is gradual)\nStore Opening Plan (Fiscal Year Ending February 2027): 30 to 35 stores (Same level as previous fiscal year)\nLong-Term Domestic Store Expansion Potential: Scale of 800 to 1,000 stores (Unknown)","jir_category":"","jir_hashtags":"#TreasureFactory, #Earnings, #JapaneseStocks","jir_key_figures":"Comparable Store Sales Growth Rate: 104.6% (Fiscal Year Ending February 2026 Actual)\nDuty-Free Sales Ratio: Over 10% (Fiscal Year Ending February 2026)\nStore Opening Plan: 30 to 35 stores (Planned for Fiscal Year Ending February 2027)","jir_meta_title":"\u3010Treasure Factory\u3011Fiscal Year Ending February 2026 Earnings\uff5cStrong Performance with 104.6% Comparable Store Sales","jir_meta_description":"Q&A collection for Treasure Factory Inc.'s full-year earnings for the fiscal year ending February 2026. Comparable store sales maintained growth above the previous year, explaining growth strategies including AI and DX investments and store opening plans.","jir_og_title":"\u3010Treasure Factory\u3011Fiscal Year Ending February 2026 Earnings\uff5cStrong Performance with 104.6% Comparable Store Sales","jir_og_description":"Treasure Factory's Q&A collection for the fiscal year ending February 2026 earnings. Presents future outlook focusing on growth investments and store expansion plans.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":17610,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-44453","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n