4Cs HD Co., Ltd.
3726・Standard Market・Retail Trade
Mail Order Business
Mail order business for cosmetics, health foods, and related products centered on Call Center Telesales and EC Sales
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales (H1 cumulative, FY2026 ending September 2026) | ¥610 million | ¥586 million (H1 cumulative, FY2025 ending September 2025) | ↑ |
| Segment Profit (H1 cumulative, FY2026 ending September 2026) | ¥74 million | ¥84 million (H1 cumulative, FY2025 ending September 2025) | ↓ |
| Net Sales YoY (H1 cumulative, FY2026 ending September 2026) | +4.1% | — | ↑ |
| Segment Profit YoY (H1 cumulative, FY2026 ending September 2026) | -12.1% | — | ↓ |
| Net Sales (Full year, FY2025 ended September 2025) | ¥1,201 million | — | ↑ |
| Segment Profit (Full year, FY2025 ended September 2025) | ¥184 million | — | — |
Business Details
Comprises sales by in-house call center telephone operators and EC sales. Centered on cosmetics and health foods, it also includes the femcare product "CHARM MAKE BODY" developed by subsidiary iiy Co., Ltd., DENBA Products, and the Korean apparel brands "WHITE SANDS"/"BLACK SANDS" developed by subsidiary MIRAISE Co., Ltd. Having established a stable profit structure centered on approaching repeat customers and reactivated customers, this is the core segment supporting the group's overall earnings.
Recent Overview
Net sales rose 4.1% year on year, but segment profit fell 12.1% due to increased upfront investment
In the first half of FY2026 (ending March 2026) (October 2025-March 2026), Mail Order Business net sales were ¥610 million (up 4.1% year on year), securing an increase in sales, while segment profit declined to ¥74 million (down 12.1% year on year). Upfront investment in site and infomercial production costs and advertising expenses associated with strengthened sales promotion of DENBA Products, as well as upfront investment in EC site production costs and advertising expenses for the Korean apparel brands, pressured profit. Sales of the Korean apparel brands on ZOZOTOWN began in late March 2026, and full-scale sales contribution is expected from April onward.
Key Products
Growth Drivers
- Revenue expansion through outsourced calling services and new product sales leveraging the call center via business alliances with other companies
- Sales growth from subsidiary iiy's "CHARM MAKE BODY" driven by SNS and brand strategy (currently growing steadily and substantially)
- Revenue expansion in both EC and call center channels through strengthened sales of DENBA Products
- New customer acquisition through digital marketing utilizing influencers and others
- Full-scale sales contribution from the Korean apparel brands "WHITE SANDS"/"BLACK SANDS" from April 2026 onward (sales launch on ZOZOTOWN)
Risks
- Decline in segment profit margin due to increased upfront investment in DENBA Products, Korean apparel brands, and other items (H1 of FY2026 ending September 2026 down 12.1% year on year)
- Risk of intensifying competition and declining advertising efficiency in EC sales
- Risk of personnel costs and labor shortages related to call center operations
- Risk of delayed launch or underperformance of new products/brands (e.g., Korean apparel)
- Legal risks such as personal information leaks that could materially affect business results
Last updated: January 21, 2026