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Zensho (7550) investor relations material
Zensho Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the nine months ended December 31, 2025, rose 10.6% year-over-year to ¥936,691 million, with operating profit up 4.9% to ¥60,914 million and profit attributable to owners of parent up 4.1% to ¥35,505 million.
The business environment was impacted by geopolitical tensions, U.S. trade policy trends, and rising raw material costs, especially for rice, beef, and seafood, as well as subdued consumer sentiment amid inflation.
The number of restaurants and stores at quarter-end was 14,918, with 818 openings and 1,319 closures during the period.
Financial highlights
Gross profit increased to ¥507,721 million from ¥464,174 million year-over-year.
Ordinary profit rose 7.0% year-over-year to ¥59,123 million.
Comprehensive income for the period was ¥50,373 million, up 11.7% year-over-year.
Basic earnings per share for the nine months was ¥215.67, up from ¥209.89 in the prior year.
Outlook and guidance
Full-year forecast (ending March 31, 2026): net sales ¥1,223,500 million (+7.6%), operating profit ¥82,000 million (+9.1%), ordinary profit ¥77,400 million (+7.7%), profit attributable to owners of parent ¥42,500 million (+8.2%), EPS ¥260.94.
No changes to previously announced forecasts.
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