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Takashimaya Company
Takashimaya Company (8233) investor relations material
Takashimaya Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary6 Jan, 2026
Executive summary
Cumulative revenue and operating profit declined year-over-year due to a recoil from last year's strong inbound traveler sales, but both revenue and profit increased in Q3 compared to the same quarter last year.
Q3 business profit, ordinary profit, and net profit all rose, with segment performance generally in line with expectations.
Operating revenue for the nine months ended November 30, 2025, was ¥353,821 million, down 2.2% year-over-year; operating profit fell 10.3% to ¥37,267 million, and business profit dropped 11.1% to ¥40,034 million.
Ordinary profit decreased 14.1% to ¥35,949 million, but profit attributable to owners of parent rose 14.0% to ¥29,722 million year-over-year.
Earnings per share increased to ¥99.00 from ¥83.37, reflecting a 2-for-1 stock split in September 2024.
Financial highlights
Q3 cumulative total operating revenue: ¥744.2bn (down 1.3% YoY); Q3 alone: ¥257.0bn (up 3.8% YoY).
Q3 cumulative operating profit: ¥37.3bn (down 4.3% YoY); Q3 alone: ¥13.6bn (up ¥0.9bn YoY).
Q3 cumulative business profit: ¥40.0bn (down 5.0% YoY); Q3 alone: ¥14.9bn (up ¥1.4bn YoY).
Q3 cumulative net profit attributable to owners: ¥29.7bn (up ¥3.6bn YoY).
Net cash provided by operating activities was ¥43,731 million, down ¥7,956 million year-over-year; cash and cash equivalents at period-end were ¥77,935 million, down ¥10,623 million from the previous year-end.
Outlook and guidance
Full-year forecasts for operating profit, business profit, and ordinary profit remain unchanged from October; net profit will be revised to reflect extraordinary loss from convertible bond purchase and cancellation.
Adjusted net profit (excluding CB impact) is ¥40.0bn as initially planned.
Year-end dividend maintained at ¥17 (annual ¥34); plan for share buybacks and progressive dividend policy.
Full-year forecast for FY2026: operating revenue ¥1,015,000 million (down 1.7% YoY), operating profit ¥52,500 million (down 8.7%), profit attributable to owners of parent ¥40,000 million (up 1.2%), and EPS ¥133.94.
No changes to previously announced earnings forecasts; impact of convertible bond purchase and cancellation to be disclosed once finalized.
Why profit to owners up 14% despite operating profit fall?
Explain bond repurchase strategy vs. share buyback.
Outlook for overseas department stores facing losses?
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Next Takashimaya Company earnings date
Q4 202613 Apr, 2026
Takashimaya Company
Next Takashimaya Company earnings date
Q4 202613 Apr, 2026
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Frequently asked questions
Takashimaya Company, Limited is a Japanese retail company operating department stores that offer a wide range of products, including fashion apparel, cosmetics, household goods, and food items. The company also engages in real estate development, providing shopping complexes and commercial facilities. The company is headquartered in Osaka, Japan, and its shares are listed on the Tokyo Stock Exchange (TSE).
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