Daytona (7228) Q2 2025 earnings summary

Executive summary

• Revenue for the first half of FY2025 rose 7.6% year-over-year to ¥7,356 million, with operating income up 10.6% and net income attributable to shareholders up 5.9%.

• Domestic and Asian wholesale segments drove growth, offsetting a decline in retail sales.

• The company maintained its full-year guidance, citing steady progress in core businesses.

Financial highlights

• Revenue: ¥7,356 million (+7.6% YoY); Operating income: ¥851 million (+10.6% YoY); Ordinary income: ¥870 million (+9.5% YoY); Net income attributable to shareholders: ¥586 million (+5.9% YoY).

• EPS for the half-year: ¥246.89, up from ¥233.70 YoY.

• Comprehensive income decreased 8.8% YoY to ¥531 million.

Outlook and guidance

• Full-year revenue forecast: ¥14,858 million (+1.9% YoY); Operating income: ¥1,610 million (+6.1% YoY); Net income: ¥1,103 million (+8.7% YoY).

• No change to previously announced guidance; Asian wholesale expected to continue outperforming.

• Cautions remain regarding FX volatility, US tariffs, and consumer trends.