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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.
Rebase
Rebase (5138) investor relations material
Rebase Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary13 Feb, 2026
Executive summary
Revenue for the nine months ended Q3 FY2026 was ¥1,604.99 million, up 13.3% year-over-year, while operating profit dropped 74.9% to ¥94.66 million and net profit fell 72.6% to ¥66.14 million due to aggressive upfront investments and underperformance of short-term growth initiatives.
Progress is on track with revised forecasts, with active investment in new marketing initiatives to develop new customer acquisition channels.
The company operates a single segment: matching platform services, with its main service, Instabase, facing increased supply of vacant spaces and growing demand for flexible space usage.
Financial highlights
Q3 revenue reached ¥604 million, a 10% increase year-over-year.
Operating profit for Q3 was ¥28 million, down 83% year-over-year, with a margin of 5%.
SG&A expenses rose 51% year-over-year, mainly due to higher advertising, personnel, and office costs.
EPS for the period was ¥13.46, compared to ¥52.16 in the prior year.
Gross profit margin declined as operating expenses increased due to higher depreciation and upfront investments.
Outlook and guidance
Revenue and profit are progressing as planned against revised full-year forecasts, with 74% of revenue and 72% of SG&A targets achieved by Q3.
Full-year guidance remains unchanged from the November 13, 2025, revision, with revenue expected to grow 13.0% year-over-year and net profit forecast at ¥49 million (EPS ¥10.04).
Continued focus on marketing and new customer channels is expected to drive further growth.
Impact of upfront investments on profit
Reason for increased deposits/guarantees
Instabase short-term growth strategy effectiveness
Marketing spend vs profit: Future outlook?
Listed spaces growth: How to boost market share?
Capital allocation for M&A and growth
Partial view of Summaries dataset, powered by Quartr API
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Next Rebase earnings date
Q4 202612 May, 2026
Rebase
Next Rebase earnings date
Q4 202612 May, 2026
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