Source disclosure: February 04, 2026
Treasure Factory Co.,LTD. [3093.T]
TOKYO, Feb 04 (Pulse News Wire) – Treasure Factory CO.,LTD. (3093.T) reported robust sales growth for its fiscal third quarter ended January 13, 2026, exceeding initial targets.
Revenue and operating profit grew more than 10% percent compared to the same period last year, driven by strong performance across categories such as apparel, accessories, and hobby goods. Existing store sales also saw a significant increase of 104.8% percent year-over-year, reflecting sustained consumer demand. Inbound tourism remained strong, contributing to a steady rise in sales despite changes in customer demographics. The tax-free sales ratio stood at approximately 10.7% percent through the third quarter. While Chinese visitor ratios declined due to travel restrictions, increased footfall from regions like the U.S., Philippines, and Taiwan helped offset losses. Regarding profitability, the gross margin trended downward primarily due to shifts in product mix, particularly the higher proportion of lower-margin resale items from subsidiary Kindor.
However, standalone existing stores showed improved margins, benefiting from favorable sales mixes and reduced buyback coupon rates. For the upcoming fiscal year, the company plans to maintain a consistent pace of expansion, targeting around 30 new stores annually. Despite some closures due to lease agreements ending, management expects overall growth to continue through strategic new openings. Overseas operations in Thailand and Taiwan continued to perform well, while preparations for the first American store are underway. On shareholder returns, the dividend payout ratio remains targeted at 30% percent or higher, subject to review based on earnings levels. Share repurchases will be considered based on stock price and cash flow conditions, with priority given to capital-efficient investments in new store openings.
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