Treasure Factory Co.,LTD. [3093.T]
TOKYO, May 01 (Pulse News Wire) – Treasure Factory CO.,LTD. (3093.T) reported positive impacts from increased resale demand amid economic uncertainties such as rising logistics costs and fluctuating inbound tourism.
Despite concerns over supply constraints leading to higher expenses, the company views these challenges as opportunities for growth. Specifically, delays in new product supplies due to naphtha shortages could boost demand for used goods, benefiting Treasure Factory's operations. Additionally, while Chinese tourist spending declined initially, sales recovered thanks to increased demand from other regions like Australia and Europe.
Regarding operational improvements, the company noted enhancements in gross margin rates driven by changes in buyback policies, favorable sales mix from low-priced items, and effective winter inventory management. However, ongoing investments in AI and DX initiatives, expansion of procurement channels outside stores, and American market entry are expected to slightly lower operating profit margins in the medium term. Nonetheless, these strategic moves aim to ensure long-term profitability through improved efficiency and expanded market presence.
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