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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
oRo
oRo (3983) investor relations material
oRo Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
Revenue increased 5.2% year-over-year to ¥8,307.9 million, driven by strong cloud solutions growth despite a challenging marketing solutions environment.
Operating profit declined 2.6% year-over-year to ¥2,649.3 million, and profit attributable to owners fell 8.5% to ¥1,896.7 million.
Cloud Solutions segment saw robust demand and new contract growth, offsetting declines in Marketing Solutions, which was impacted by major client ad budget cuts.
Recurring revenue in Cloud Solutions continued to rise, driven by large-scale client demand and stable churn rates.
Financial highlights
Gross profit increased to ¥5,456.6 million, but gross margin slightly decreased to 65.7%.
Cash and cash equivalents at year-end were ¥10,058.0 million, up from ¥9,903.1 million.
Equity attributable to owners was ¥10,357.2 million, with a ratio to total assets of 75.3%.
Basic earnings per share decreased to ¥120.25 from ¥128.56 year-over-year.
Dividend of ¥50 per share for FY2025/12, with a semi-annual dividend structure to be introduced next year.
Outlook and guidance
FY2026/12 revenue forecast: ¥9,572 million (+15.2% YoY); operating profit: ¥2,930 million (+10.6% YoY); profit attributable to owners: ¥2,147 million (+13.2% YoY).
Cloud Solutions expected to grow 16.6% in revenue, with ARPA and NRR improving as large-scale clients go live.
Marketing Solutions aims for recovery under new leadership, with a focus on existing client relationships and overseas expansion.
ROE target set at 20% or higher for the next three years.
Annual dividend for 2026 planned at ¥50 per share, with interim and year-end dividends of ¥25 each.
Marketing Solutions: FY26 revenue growth drivers?
FY25 cash flow vs. shareholder return strategy?
Cloud Solutions: NRR and churn rate outlook for FY26?
Expected impact of Adobe's Semrush acquisition
Cloud Solutions ARPA improvement strategy
Marketing Solutions new structure impact
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Next oRo earnings date
Q1 202614 May, 2026
oRo
Next oRo earnings date
Q1 202614 May, 2026
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Frequently asked questions
The Cloud Solutions Division focuses on the development and delivery of cloud-based enterprise resource planning (ERP) systems named ZAC, and a cloud professional service automation (PSA) system named Reforma PSA. These solutions are designed to automate back-office operations and are tailored for the intellectual service industry. Additionally, the division offers system solutions, IT infrastructure services, and business process outsourcing. The Marketing Communication Division provides digital strategy planning and promotion services for corporate customers, encompassing marketing support from strategy planning to execution and operation. It also engages in international marketing communication planning and execution. The company is headquartered in Meguro, Tokyo, and its shares are listed on the Tokyo Stock Exchange.
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