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Mercari (4385) investor relations material
Mercari Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 Nov, 2025
Executive summary
Q1 FY2026.6 revenue rose 10.1% year-over-year to 49.4B JPY, with core operating profit up 128% to 9.3B JPY, driven by marketplace GMV recovery, US growth, and fintech credit expansion.
Growth was supported by enhancements in the Marketplace domain, strong Entertainment & Hobbies performance, and disciplined investment.
Strategic focus remains on top-line growth, product innovation leveraging AI, and investments for FY2027.6 growth.
The global Mercari app launched in Taiwan and Hong Kong, expanding overseas access.
Mercari Hallo was discontinued, with negligible impact on consolidated results.
Financial highlights
Revenue for Q1 FY2026.6: 49.4B JPY (+10% YoY); core operating profit: 9.3B JPY (+128% YoY); gross profit: 35.9B JPY; basic EPS: 30.30 JPY.
Marketplace GMV: 270.3B JPY (+5% YoY, excluding Mercari Hallo); Fintech credit balance: 269.1B JPY (+35% YoY); US GMV: 194M USD (+0.4% YoY).
Marketplace core operating profit: 8.4B JPY (+1.8B YoY); Fintech: 2.7B JPY (+2.3B YoY); US: 0.6B JPY (+1.4B YoY).
Fintech revenue: 14.2B JPY (+22% YoY); US revenue: 9.5B JPY (+2% YoY); Japan Business revenue: 38.4B JPY (+12.6% YoY).
Cash and cash equivalents increased to 148.6B JPY as of September 30, 2025.
Outlook and guidance
FY2026.6 full-year guidance: revenue 200.0–210.0B JPY, core operating profit 28.0–32.0B JPY.
Marketplace GMV growth targeted at +3–5% YoY; core operating profit 32.0–36.0B JPY.
Fintech core operating profit guidance: 5.0–7.5B JPY; US segment aims for break-even and positive full-year GMV growth.
No dividends are planned for the fiscal year.
Mercari Hallo exit: impact on Group synergy strategy?
US business: path to sustained profitability?
Fintech: scaling credit with 99.3% collection rate?
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Q2 20266 Feb, 2026
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Frequently asked questions
Mercari, Inc. engages in the planning, development, and operation of the Mercari marketplace applications in Japan and the United States. It allows users to bid or buy and sell items through mobile app for iOS and Android. The company was founded by Shintaro Yamada on February 18, 2013 and is headquartered in Tokyo, Japan.
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