Nishimatsuya Chain (7545) Q1 2026 earnings summary

Executive summary

• Revenue for Q1 FY2026 rose 3.0% year-over-year to ¥51,214 million, with operating profit up 4.7% to ¥5,183 million and net profit up 1.5% to ¥3,502 million.

• Store network expanded to 1,153 locations nationwide after 10 new openings and 2 closures during the quarter.

• Apparel sales were strong, especially spring and summer items, and general merchandise such as child seats and diapers also performed well.

Financial highlights

• Gross profit increased 3.8% year-over-year to ¥18,455 million, with gross margin improvement.

• SG&A expenses rose 3.4% to ¥13,272 million due to active store openings.

• Operating margin improved, with operating profit at ¥5,183 million (4.7% increase year-over-year).

• EPS for Q1 was ¥58.37, up from ¥58.09 in the prior year.

Outlook and guidance

• No changes to previously announced forecasts: full-year revenue expected at ¥200,000 million (+7.5% year-over-year), net profit at ¥9,305 million (+13.6%).

• Interim and year-end dividends forecast unchanged at ¥15.00 and ¥16.00 per share, respectively.