)
Treasure Factory (3093) investor relations material
Treasure Factory Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the first nine months reached ¥35.2 billion, up 15.3% year-over-year, with operating profit rising 12.2% and profit attributable to owners increasing 14.7%.
Existing stores achieved 51 consecutive months of year-over-year sales growth, supported by strong demand for reuse items and successful low-priced item promotions.
Opened 28 new stores in the first nine months, progressing toward the annual target of 30-35 new stores.
Financial highlights
Net sales for the first nine months: ¥35.2 billion (+15.3% YOY); operating profit: ¥3.35 billion (+12.2% YOY); ordinary profit: ¥3.41 billion (+13.4% YOY); profit attributable to owners: ¥2.25 billion (+14.7% YOY).
Earnings per share for the period: ¥95.87 (+14.7% YOY).
Q3 net sales and operating profit both grew over 15% YOY, with operating profit ratio maintained above 11% in Q3.
Duty-free sales ratio increased to 10.7% (+0.9 pts YOY).
Comprehensive income for the period was ¥2,289 million, up 15.3% from the previous year.
Outlook and guidance
FY2026 full-year forecast: net sales ¥46.2 billion (+9.6% YOY), operating profit ¥4.42 billion (+9.5% YOY), ordinary profit ¥4.44 billion (+8.8% YOY), profit attributable to owners ¥3.01 billion (+11.0% YOY), EPS ¥128.37.
Dividend per share forecast for FY2026: ¥39.00 (+3 yen YOY), with a payout ratio target of 30% or higher.
Medium-term plan targets net sales of ¥58.9 billion and ordinary profit of ¥5.69 billion by FY2028.
No revisions to the previously announced dividend or earnings forecasts.
Next Treasure Factory earnings date
Next Treasure Factory earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)