TOMY COMPANY, LTD.
7867・Prime Market・Other Products
Japan
Domestic toy and entertainment business segment that forms the core of the Group's earnings
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales | ¥226,228 million | ¥211,022 million | ↑ |
| Operating Income | ¥28,308 million | ¥27,682 million | ↑ |
| Operating Margin | 12.5% | 13.1% | ↓ |
| Segment Assets | ¥78,018 million | ¥70,941 million | ↑ |
| Depreciation | ¥6,373 million | ¥5,238 million | ↑ |
| Increase in Tangible and Intangible Fixed Assets | ¥9,169 million | ¥9,842 million | ↓ |
Business Details
Consists primarily of TOMY Company, Ltd. (planning, manufacturing, and sales), TAKARA TOMY A.R.T.S Co., Ltd. (gacha and amusement), and Kiddy Land Co., Ltd. (retail). Centered on long-selling brands such as Tomica, Plarail, BEYBLADE X, and Duel Masters / Trading Card Game, the segment offers products spanning a wide age range from children to adults (Kidults). This is a comprehensive domestic segment that also captures inbound demand and includes exports overseas.
Recent Overview
Age-dimension expansion initiatives were successful, updating net sales and operating income to record levels
In FY2026 (ending March 2026), the Japan segment achieved net sales of ¥226,228 million (up 7.2% year on year) and operating income of ¥28,308 million (up 2.3% year on year). Trading card games significantly exceeded the prior period through VTuber collaborations and new title launches, and Kiddy Land's results expanded due to the effect of new stores such as the Shinjuku store. On the other hand, SG&A expenses increased due to increased video and human capital investment and spending toward future initiatives, and the operating margin declined from 13.1% to 12.5%. A loss of ¥448 million was recorded in connection with the voluntary recall of the "Grand Mall Tomica Building (Tomica 55th Anniversary Special Edition)."
Key Products
Growth Drivers
- Age-dimension expansion toward the Kidults (adult) segment: rollout of high-value-added products such as Tomica Premium, Tomica Limited Vintage, T-SPARK, and BEYBLADE X
- Expansion of trading card games: Duel Masters VTuber collaboration, and new title launches such as Disney Lorcana and Haikyu!! Baboka!! BREAK
- Capturing inbound demand and expanding the customer base through new Kiddy Land store openings (Shinjuku store, Nagoya Parco store, Hiroshima Parco store)
- Continued domestic expansion of the gacha business and North American expansion (major grocery store chains, movie theater chains, GENDA platform)
- Strong performance of new amusement machine titles (Himitsu no AiPri, Pokémon Fureru) and Pokémon Mezasta rollout in Asia
- Expansion of the hobby business for older targets through T-SPARK and increased overseas exports
- Acquisition of new customer segments through mystery-box-style new products such as Petit Licca-chan
Risks
- SG&A expansion due to increased video and human capital investment and spending toward future organizational operations and structure-building across the Group, pressuring margins (operating margin declined from 13.1% to 12.5%)
- Product voluntary recall risk: a loss of ¥448 million was recorded due to the decision to voluntarily recall the "Grand Mall Tomica Building (Tomica 55th Anniversary Special Edition)"
- Volatility risk in overseas exports of specific products (such as Punirunz): overseas exports, which increased in the prior period, turned to a decrease in the current period
- Structural risk of contraction in the domestic toy market due to the declining birthrate (being offset by Kidults and inbound demand)
- Volatility risk in character IP popularity: high dependence on specific IP, with significant sales impact if popularity declines
- Impact of U.S. trade policy (tariffs): risk of profit pressure due to rising domestic manufacturing and export costs
Last updated: June 24, 2026