Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>Sales reached JPY121.4bn (+4.7% YoY), with operating profit at JPY8.4bn (+9.2% YoY) and net income JPY5.7bn (+11.0% YoY).</li><li>Seria revised FY03/26 forecasts: sales JPY245.5bn (+3.9% YoY), operating profit JPY16.9bn (+0.4% YoY), net income JPY11.4bn (+1.6% YoY).</li><li>Comparable store sales grew 2.1% YoY in 1H FY03/26, exceeding initial flat YoY forecast, boosting sales projections.</li></ul>

Sales reached JPY121.4bn (+4.7% YoY), with operating profit at JPY8.4bn (+9.2% YoY) and net income JPY5.7bn (+11.0% YoY).Seria revised FY03/26 forecasts: sales JPY245.5bn (+3.9% YoY), operating profit JPY16.9bn (+0.4% YoY), net income JPY11.4bn (+1.6% YoY).Comparable store sales grew 2.1% YoY in 1H FY03/26, exceeding initial flat YoY forecast, boosting sales projections.

Seria Co Ltd (2782 JP): 1H FY03/26 flash update

<ul><li>Seria's Q1 FY03/26 sales were JPY60.5bn (+4.1% YoY), with operating profit at JPY4.1bn (+4.5% YoY).</li><li>The company opened 14 and closed 13 directly managed stores, totaling 2,073 stores by end-Q1 FY03/26.</li><li>Revised full-year forecast for FY03/26: sales JPY243.7bn (+3.1% YoY), operating profit JPY15.9bn (-5.6% YoY).</li></ul>

Seria's Q1 FY03/26 sales were JPY60.5bn (+4.1% YoY), with operating profit at JPY4.1bn (+4.5% YoY).The company opened 14 and closed 13 directly managed stores, totaling 2,073 stores by end-Q1 FY03/26.Revised full-year forecast for FY03/26: sales JPY243.7bn (+3.1% YoY), operating profit JPY15.9bn (-5.6% YoY).

Seria Co Ltd (2782 JP): Q1 FY03/26 flash update

<ul><li>Sales reached JPY236.3bn (+5.9% YoY) with operating profit at JPY16.8bn (+11.3% YoY) and net income JPY11.2bn (+14.2% YoY).</li><li>For FY03/26, Seria forecasts sales of JPY242.9bn (+2.8% YoY) and net income of JPY10.2bn (-9.1% YoY).</li><li>The company plans to open 120 directly managed stores and close 70, totaling 2,122 stores by FY03/26 end.</li></ul>

Sales reached JPY236.3bn (+5.9% YoY) with operating profit at JPY16.8bn (+11.3% YoY) and net income JPY11.2bn (+14.2% YoY).For FY03/26, Seria forecasts sales of JPY242.9bn (+2.8% YoY) and net income of JPY10.2bn (-9.1% YoY).The company plans to open 120 directly managed stores and close 70, totaling 2,122 stores by FY03/26 end.

Seria Co Ltd (2782 JP): Full-year FY03/25 flash update

<ul><li>Sales reached JPY178.0bn, a 7.0% YoY increase, with directly managed stores contributing 98.9% of total sales.</li><li>Operating profit rose 16.9% YoY to JPY13.2bn, while net income increased 18.3% YoY to JPY8.9bn.</li><li>The company opened 84 directly managed stores and closed 49, totaling 2,056 stores by end-Q3 FY03/25.</li></ul>

Sales reached JPY178.0bn, a 7.0% YoY increase, with directly managed stores contributing 98.9% of total sales.Operating profit rose 16.9% YoY to JPY13.2bn, while net income increased 18.3% YoY to JPY8.9bn.The company opened 84 directly managed stores and closed 49, totaling 2,056 stores by end-Q3 FY03/25.

Seria Co Ltd (2782 JP): Q3 FY03/25 flash update

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul>
<li>What is the current consumer environment for brands and retailers? Households are increasingly worried about inflation and have already begun to cut back on spending significantly. </li>
<li>With further international turmoil, inflation caused by a weak Yen and high import costs, depressed sentiment may not be going away soon.</li>
<li>One counter to this is bonuses which rose in December. Many companies say they need to pay more to keep staff from taking jobs elsewhere as the labour shortage worsens.</li>
</ul>


What is the current consumer environment for brands and retailers? Households are increasingly worried about inflation and have already begun to cut back on spending significantly. 
With further international turmoil, inflation caused by a weak Yen and high import costs, depressed sentiment may not be going away soon.
One counter to this is bonuses which rose in December. Many companies say they need to pay more to keep staff from taking jobs elsewhere as the labour shortage worsens.


Japanese Consumers Update: Price Pressure Reducing Spending but Bonuses Up

Japan

Seria Co., Ltd. operates 100 yen chain stores nationwide.   The Company also operates franchise business.  Seria's main product line includes household goods and snacks.

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Seria Co Ltd (2782 JP)