DAIDOH LIMITED
3205・Standard Market・Textiles & Apparels
Apparel Business
The core segment accounting for approximately 90% of group revenue, achieving an operating profit for the first time in 7 fiscal years
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment Revenue | ¥29,265 million | ¥25,298 million | ↑ |
| Segment Profit (Operating Income) | ¥759 million | △¥37 million (operating loss) | ↑ |
| Revenue YoY Change | +15.7% | － | ↑ |
Business Details
Manufactures and sells apparel textile materials for businesses and men's and women's apparel products for consumers. Comprised of the domestic retail division (NEWYORKER, Brooks Brothers), the manufacturing division (Pontetorto in Italy), and Japan Blue Co., Ltd. (MOMOTARO JEANS, Japan Blue Jeans.), which became a consolidated subsidiary in August 2025. Operates a global SPA-type business model with sales regions spanning Japan, Asia, Europe, and North America.
Recent Overview
Achieved an operating profit for the first time in 7 fiscal years, driven by the consolidation of Japan Blue and the withdrawal from unprofitable stores
Japan Blue Co., Ltd., which became a consolidated subsidiary in August 2025, contributed half a year of results from the third quarter, significantly boosting consolidated operating profit. Revenue at NEWYORKER declined significantly, mainly at outlet stores, leading to a large-scale withdrawal from unprofitable stores at fiscal year-end. Pontetorto showed a recovery trend, mainly in sports apparel. As a result, revenue was ¥29,265 million (up 15.7% year-on-year) and segment profit was ¥759 million, achieving an operating profit for the Apparel Business for the first time in 7 fiscal years.
Key Products
Growth Drivers
- Dramatic growth through accelerated new domestic store openings by Japan Blue Co., Ltd. (MOMOTARO JEANS, Japan Blue Jeans.) and overseas market expansion, including a pop-up shop in Paris in June 2026
- Expansion of the Brooks Brothers customer base through enhanced advertising strategies to increase brand recognition and development of new categories such as women's and golf lines
- Increased orders at Pontetorto through development of major sports brand clients for sports apparel and development of high-performance materials
- Consolidated earnings contribution from Film Co., Ltd., in which a 45% stake was acquired in April 2026, as an equity-method affiliate starting from the second quarter of FY2027 (ending March 2027)
- Improved profitability and brand revival at NEWYORKER through value chain reform and organizational restructuring
- Increased orders at Pontetorto through strengthened proposal-based sales to major fast fashion brands for fashion apparel
Risks
- Risk of continued sluggish revenue at NEWYORKER (uncertainty over the effectiveness of the new label "Park Slope NEWYORKER" launched after the large-scale withdrawal from outlet stores)
- Risk of impairment of goodwill (¥2,875 million), trademark rights (¥1,691 million), and customer-related assets (¥639 million) associated with the acquisition of Japan Blue
- Risk of rising raw material procurement costs due to unstable international conditions and U.S. tariff policy
- Risk of declining profit margins at Brooks Brothers due to increased sale promotions during the spring/summer season
- Risk of renewed deterioration in performance at Pontetorto in Italy due to changes in the market environment
- Risk of additional impairment losses on fixed assets (¥170 million recorded this period)
Last updated: June 29, 2026