Zensho (7550) Q1 2026 earnings summary

Executive summary

• Net sales rose 8.9% year-over-year to ¥290,421 million, but operating profit fell 8.7% and profit attributable to owners of parent dropped 25.7% to ¥8,020 million for the quarter ended June 30, 2025.

• Segment restructuring separated overseas take-out sushi into a new "Global Prepared Food" segment, now reporting seven segments.

• The business faced higher input costs, especially rice and imported beef, amid global uncertainties, but personal consumption rebounded.

Financial highlights

• Operating profit was ¥15,754 million, down 8.7% year-over-year; ordinary profit was ¥15,570 million, down 8.5%.

• Basic EPS for the quarter was ¥48.61, down from ¥66.33 a year earlier.

• Gross profit increased to ¥134,228 million from ¥119,739 million year-over-year.

• Comprehensive income fell sharply to ¥2,158 million from ¥24,867 million year-over-year.

Outlook and guidance

• Full-year net sales forecast at ¥1,223,500 million (up 7.6% year-over-year), with profit attributable to owners of parent projected at ¥42,500 million (up 8.2%).

• No changes to previously announced forecasts; dividend forecast maintained at ¥70 per share for the year.