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Bell-Park (9441) investor relations material
Bell-Park Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the six months ended June 30, 2026, rose 5.6% year-over-year to ¥67,838 million, driven by higher unit selling prices and expanded ancillary product sales despite a decrease in units sold.
Operating profit increased 34.4% year-over-year to ¥5,057 million, and profit attributable to owners of parent grew 37.1% to ¥3,514 million.
The number of carrier shops operated decreased by 6 compared to the end of December 2025, totaling 317 as of June 2026.
Financial highlights
Revenue: ¥67,838 million (up 5.6% year-over-year).
Operating profit: ¥5,057 million (up 34.4% year-over-year).
Ordinary profit: ¥5,164 million (up 36.2% year-over-year).
Profit attributable to owners of parent: ¥3,514 million (up 37.1% year-over-year).
Comprehensive income: ¥3,504 million (up 40.3% year-over-year).
Outlook and guidance
Full-year revenue forecast for 2026 is ¥130,000 million (up 0.5% year-over-year).
Operating profit forecast: ¥6,600 million (up 12.2% year-over-year).
Profit attributable to owners of parent forecast: ¥4,650 million (up 12.6% year-over-year).
No changes to previously announced forecasts as of this report.
- Operating and net profits rose despite lower revenue, with improved equity ratio and steady outlook.9441
Q2 2024 - Operating and net profits rose sharply despite flat revenue and a smaller store network.9441
Q3 2024 - Profit and sales rose in 2024, with stable dividends and cautious 2025 guidance.9441
Q4 2024 - Strong profit growth and higher dividends forecast despite a challenging market environment.9441
Q1 2025 - Strong sales and profit growth led to upward guidance and major share repurchase.9441
Q2 2025 - Strong nine-month growth offset by Q3 profit dip from higher promotion costs; guidance unchanged.9441
Q3 2025 - Record 2025 earnings, but 2026 forecasts lower sales and profit amid industry shifts.9441
Q4 2025 - Strong quarterly growth in sales and profit, with robust shareholder returns and market uncertainty.9441
Q1 2026
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