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Takashimaya Company (8233) investor relations material
Takashimaya Company Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary14 Oct, 2025
Executive summary
Consolidated profits declined due to a sharp drop in operating profit from Japanese department stores, but net profit rose on gains from non-core asset sales and cost reductions, with all profit categories exceeding the June forecast.
Operating revenue for the six months ended August 31, 2025, was ¥235,362 million, down 3.3% year-over-year; operating profit fell 17.8% to ¥23,653 million; business profit dropped 20.2% to ¥25,153 million; ordinary profit decreased 27.2% to ¥22,010 million; profit attributable to owners of parent rose 11.2% to ¥21,219 million.
Domestic customer sales remained strong, but inbound traveler sales fell sharply year-over-year, though both exceeded forecasts due to a partial recovery and cost-cutting.
Finance and Construction & Design segments posted higher revenue and profit, exceeding forecasts.
Comprehensive income declined 31.3% year-over-year to ¥17,393 million.
Financial highlights
H1 total operating revenue: ¥487.2bn (down 3.9% YoY, up 0.5% vs. forecast); operating profit: ¥23.7bn (down 5.1% YoY, up ¥2.7bn vs. forecast); net profit: ¥21.2bn (up ¥2.1bn YoY, up ¥0.7bn vs. forecast).
Gross profit: ¥143.5bn (down 3.4% YoY, up ¥3.6bn vs. forecast); SG&A expenses: ¥119.8bn (up ¥1.7bn YoY, up ¥0.9bn vs. forecast).
Business profit: ¥25.2bn (down 6.4% YoY, up ¥1.6bn vs. forecast); ordinary profit: ¥22.0bn (down 8.2% YoY, up ¥1.5bn vs. forecast).
Total assets as of August 31, 2025, were ¥1,299,285 million; net assets were ¥508,368 million; equity ratio improved to 37.1%.
Net cash provided by operating activities was ¥14,560 million, a significant decrease from the previous year; cash and cash equivalents at period-end were ¥74,207 million, down ¥14,352 million.
Outlook and guidance
Full-year operating profit forecast revised upward by ¥2.5bn to ¥52.5bn; business profit, ordinary profit, and net profit unchanged.
Full-year forecast for FY2026: total 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%), EPS ¥133.94.
Domestic customer net sales expected to rise 3% YoY; inbound traveler net sales forecast at ¥84.0bn (down from ¥116.0bn last year).
SG&A expenses for the full year to increase by ¥0.5bn YoY, but improved by ¥4.5bn vs. previous forecast due to cost reductions.
Dividend forecast for FY2026 is ¥34.00 per share.
Reconcile profit attributable to owners' increase
Rakusai store closure: long-term strategy?
Address core segment profit decline and growth drivers
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Next Takashimaya Company earnings date
Q3 202623 Dec, 2025
Next Takashimaya Company earnings date
Q3 202623 Dec, 2025
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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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