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Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Mercari
Mercari (4385) investor relations material
Mercari Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 May, 2026
Executive summary
Achieved record Q3 FY2026.6 revenue of 61.0B JPY, up 22% YoY, and nine-month revenue of 167.3B JPY, up 16.1% YoY, driven by strong Marketplace and US GMV growth and steady Fintech revenue increases.
Core operating profit reached 14.6B JPY in Q3 (+66% YoY) and 34.5B JPY for nine months (+69.7% YoY), with profit attributable to owners up 65.6% to 19.4B JPY.
Both revenue and core operating profit exceeded forecasts, prompting an upward revision of full-year guidance.
Marketplace GMV grew 11.0% YoY to 939.4B JPY for nine months, with strong Entertainment & Hobbies performance and improved user retention.
Fintech credit balance increased 45% YoY to 328.1B JPY, with a high collection rate of 99.4%.
Financial highlights
Q3 revenue: 61.0B JPY (+22% YoY); core operating profit: 14.6B JPY (+66% YoY); nine-month revenue: 167.3B JPY (+16.1% YoY); nine-month operating profit: 34.5B JPY (+69.7% YoY).
Marketplace GMV: 339.9B JPY in Q3 (+16% YoY); 939.4B JPY for nine months (+11% YoY); Fintech credit balance: 328.1B JPY (+45% YoY); US GMV: 211M USD in Q3 (+18% YoY), 602M USD for nine months (+10% YoY).
Marketplace core operating profit: 14.1B JPY in Q3 (+6.3B JPY YoY); Fintech: 2.7B JPY in Q3 (+0.9B JPY YoY); US: 0.2B JPY in Q3 (-1.0B JPY YoY); US segment profit for nine months turned positive at 1.2B JPY.
Gross profit for nine months: 123.5B JPY, up from 103.3B JPY YoY; basic EPS increased to 117.93 JPY from 71.49 YoY.
Total assets at end of Q3: 673.7B JPY; total equity: 120.4B JPY; cash and cash equivalents: 155.2B JPY.
Outlook and guidance
Full-year revenue forecast revised upward to at least 220.0B JPY (+14.2% YoY); core operating profit forecast to at least 40.0B JPY (+45.1% YoY).
Q4 core operating profit expected to decrease QoQ due to increased growth investments and marketing initiatives.
Marketplace GMV growth guidance raised to +5–10% YoY; core operating profit guidance to 35.0–39.0B JPY.
No dividends are planned for the fiscal year.
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Latest events from Mercari
- Record revenue and profit growth, raised guidance, and double-digit segment expansion.4385
Q2 20269 Feb 2026 - Record revenue and profit, strong Fintech, U.S. cost cuts; FY2025 targets growth and U.S. break-even.4385Q4 20241 Feb 2026
- Record profit growth, strong Fintech, and improved US profitability despite GMV declines.4385Q2 202517 Dec 2025
- Record core operating profit and all segments profitable, with revenue up 2.8% year-on-year.4385Q4 202523 Nov 2025
- Strong revenue and profit growth, fintech expansion, US GMV recovery, and Mercari Hallo exit.4385Q1 20267 Nov 2025
- Q1 profit and revenue grew, Fintech excelled, but US segment and GMV lagged targets.4385Q1 202513 Jun 2025
- Record profit growth achieved, but revenue growth and US GMV remain challenging.4385Q3 20255 Jun 2025
Next Mercari earnings date
Q4 20265 Aug, 2026
Mercari
Next Mercari earnings date
Q4 20265 Aug, 2026
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@theshortbearx.com
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