NISHIMATSUYA CHAIN Co., Ltd.
7545・Prime Market・Retail Trade
Baby & Children's Daily Necessities Retail Business (Single Segment)
A low-cost chain store operator specializing in baby and children's products across all 47 prefectures in Japan
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales (Cumulative Q1) | ¥54,554 million | ― (No year-on-year comparison) | — |
| Operating Profit (Cumulative Q1) | ¥5,321 million | ― (No year-on-year comparison) | — |
| Ordinary Profit (Cumulative Q1) | ¥5,471 million | ― (No year-on-year comparison) | — |
| Quarterly Net Profit Attributable to Owners of Parent | ¥3,768 million | ― (No year-on-year comparison) | — |
| Operating Profit Margin (Cumulative Q1) | 9.8% | ― (No year-on-year comparison) | — |
| Gross Profit (Cumulative Q1) | ¥19,451 million | ― (No year-on-year comparison) | — |
| Selling, General and Administrative Expenses (Cumulative Q1) | ¥14,130 million | ― (No year-on-year comparison) | — |
| Number of Stores at Period End | 1,183 stores | 1,181 stores (end of FY2026, ending March 2026) | ↑ |
| Total Assets | ¥162,048 million | ¥160,251 million (end of FY2026, ending March 2026) | ↑ |
| Net Assets | ¥99,514 million | ¥98,669 million (end of FY2026, ending March 2026) | ↑ |
| Equity Ratio | 61.2% | 61.3% (end of FY2026, ending March 2026) | — |
| Quarterly Net Profit per Share | ¥62.98 | ― (No year-on-year comparison) | — |
| Full-Year Net Sales Forecast | ¥205,000 million (+6.0% year on year) | ¥193,365 million (FY2026 actual, ending March 2026) | ↑ |
| Full-Year Operating Profit Forecast | ¥12,540 million (+26.1% year on year) | ¥9,941 million (FY2026 actual, ending March 2026) | ↑ |
Business Details
Based on the core policy of "providing daily necessities at the lowest prices and in the most convenient way anywhere," the company sells baby and children's daily necessities (children's clothing, childcare apparel and accessories, baby and maternity clothing, etc.) through chain store operations. As of the end of the first quarter of FY2027 (ending March 2026 — wait, ending February 2027), the company operated 1,183 domestic stores, promoting dominant-area store openings in densely populated regions such as the Greater Tokyo area. The company continues to develop and expand its private brands "ELFINDOLL" and "SmartAngel," while advancing multi-channel expansion through its official online store and overseas wholesale operations.
Recent Overview
Recorded Q1 net sales of ¥54,554 million and operating profit of ¥5,321 million; full-year forecast unchanged
In the first quarter of FY2027 (ending February 2027) (February 21, 2026 to May 20, 2026), the company opened 12 new stores and closed 10, bringing the store count at quarter-end to 1,183. In the clothing segment, spring and summer clothing sold well due to rising temperatures, and clothing for upper elementary school-age children continued to grow. In the accessories segment, powdered milk, disposable diapers, and child safety seats performed well. The official online store recorded strong sales due to an increase in new members. Gross profit margin was 35.7% (¥19,451 million ÷ ¥54,554 million). There is no change to the full-year earnings forecast (net sales of ¥205,000 million, operating profit of ¥12,540 million). Note that since consolidated financial statements have been prepared from the previous interim consolidated fiscal period, no year-on-year comparative analysis has been conducted.
Key Products
Growth Drivers
- Active new store openings in densely populated regions such as the Greater Tokyo area (12 new stores opened in Q1 of FY2027, ending February 2027; 1,183 stores at quarter-end)
- Growth in sales of private brand products (ELFINDOLL, SmartAngel) and favorable trends in products for upper elementary school-age children
- Strong sales at the Nishimatsuya Official Online Store (increase in new members)
- Full-scale rollout of overseas chain expansion through the establishment of a Taiwan subsidiary and expansion of overseas wholesale customers
- Promotion of low-cost operations through the expansion of the superintendent system and support part-time staff system
- Improved logistics efficiency through the operation of a joint shipping center for business partners serving the Greater Tokyo area (starting October 2025)
Risks
- Increase in selling, general and administrative expenses and decline in profit margins due to rising labor costs and energy prices
- Strengthening of consumers' defensive spending awareness due to continued price increases, and intensifying competition across business formats
- Constraints on production activities due to rising crude oil prices and shortages of oil-derived raw materials stemming from turmoil in the Middle East
- Rising procurement costs due to geopolitical risks such as US tariff policy and deteriorating Japan-China relations
- Long-term contraction of the domestic target market due to the declining birthrate
- Startup costs and time risk to profitability for overseas operations (Taiwan subsidiary)
- Deterioration in consumer sentiment and increased capital expenditure costs due to rising interest rates
Last updated: May 13, 2026