Source disclosure: January 14, 2026
BASE FOOD,Inc. [2936.T]
TOKYO, Jan 14 (Pulse News Wire) – BASE FOOD,Inc. (2936.T) reported a year-over-year (YoY) revenue decrease of ¥24 billion for its fiscal Q3 ending February 2026, primarily due to the immediate impact of recent price adjustments.
Despite the revenue dip, operating profit improved sequentially compared to the previous quarter, reaching ¥2.490 billion. The company's self-operated e-commerce channel saw a YoY drop of ¥25 billion, reflecting disciplined advertising spending in response to rising cost-per-acquisition rates. However, regular purchase customer numbers remained robust at 232,000, up 0.3% quarter-over-quarter (QoQ). Customer retention and lifetime value (LTV) metrics reached record highs, indicating a solidifying customer base.
In contrast, sales through wholesale channels showed resilience, recovering QoQ despite a YoY reduction linked to shelf positioning changes. New product launches and collaborative marketing efforts contributed positively. Overseas operations achieved growth across all regions, laying groundwork for future expansion. Looking ahead, BASE FOOD expects to shift focus towards more efficient marketing strategies aimed at reinvigorating sales through offline and online integration (OMO).
The company anticipates overcoming the current plateau phase and achieving sustainable growth in the coming quarters.
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