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Edge14 Aug 2026
Deutsche Qualität: The Story of Birkenstock
From an 18th-century German shoemaker to a global footwear brand, how Birkenstock turned an orthopedic insole into the world's most popular sandal.
Mercari
Mercari (4385) investor relations material
Mercari Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary5 Aug, 2026
Executive summary
Achieved record-high consolidated revenue of 229.3B JPY (+19% YoY) and core operating profit of 44.1B JPY (+60% YoY), surpassing revised forecasts.
Returned to double-digit revenue and GMV growth, driven by enhancements in core product experience, group synergy, and strong performance across Marketplace, Fintech, and US segments.
Productivity improvements from AI adoption reached 495,000 hours, with average development output per engineer up 7.6x since FY2024.6.
Fintech credit balance rose 44.4% YoY to 358.1B JPY, with a high collection rate of 99.4%.
Profit attributable to owners of parent increased 35.6% to 35.4B JPY.
Financial highlights
Consolidated revenue: 229.3B JPY (+19% YoY); core operating profit: 44.1B JPY (+60% YoY); gross profit: 168.9B JPY.
Marketplace GMV: 1,285.6B JPY (+14.7% YoY); MAU: 24.1M (+5% YoY); core operating profit: 42.9B JPY (+41% YoY).
Fintech revenue: 65.1B JPY (+29% YoY); core operating profit: 9.1B JPY (+102% YoY); credit balance: 358.1B JPY (+44% YoY).
US GMV: $1,015M (+11% YoY); revenue: 44.4B JPY (+12% YoY); core operating profit: 2.0B JPY (+107% YoY, break-even maintained).
Basic earnings per share rose to 214.74 JPY from 159.05 YoY.
Outlook and guidance
FY2027.6 revenue forecast: 260.0–290.0B JPY (+13–27% YoY); core operating profit: 45.0B JPY or more.
Marketplace aims for GMV growth of +10–15% YoY and core operating profit of 45.0B JPY or more.
Fintech targets core operating profit of 10.0B JPY or more; US business targets GMV growth of +10% or more YoY while maintaining break-even.
Strategic focus on AI-native transformation, crossborder expansion, and enhancing entertainment value to drive user engagement.
Explain how AI Pods accelerate development speed
Outline US category strategies for 10% GMV growth
Explain levers for 2T JPY PSU market cap target
Drivers of Fintech credit balance growth
Factors behind US segment profitability
Reason for capitalizing software expenses
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Mercari
- Record revenue and profit growth, with double-digit GMV gains and raised full-year guidance.4385
Q3 2026 - Record revenue and profit growth, double-digit segment gains, and raised full-year guidance.4385Q2 2026
- Strong revenue and profit growth, fintech expansion, US GMV recovery, and Mercari Hallo exit.4385Q1 2026
- Record core operating profit and all segments profitable, with revenue up 2.8% year-on-year.4385Q4 2025
- Q1 profit and revenue grew, Fintech excelled, but US segment and GMV lagged targets.4385Q1 2025
- Record revenue and profit, strong Fintech, U.S. cost cuts; FY2025 targets growth and U.S. break-even.4385Q4 2024
- Record profit growth achieved, but revenue growth and US GMV remain challenging.4385Q3 2025
- Record profit growth, strong Fintech, and improved US profitability despite GMV declines.4385Q2 2025
Next Mercari earnings date
Q1 20276 Nov, 2026
Mercari
Next Mercari earnings date
Q1 20276 Nov, 2026
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