Ain Holdings (AINZ & TULPE, Francfranc)

Major retail groups · 9627

The Japan read

From the company's own filing for Q1 (May–Jul 2026) · reported 2026-09-14 · the filing

StoresIts AINZ & TULPE cosmetics shops (112, after six openings) sold more Asian cosmetics, lifting spend per shopper, though a cool June hurt seasonal goods; Francfranc (162 stores) drew fewer customers but higher spend, helped by online furniture sales.
JapanIt is rolling out AI tools in its pharmacies — an 'AI medication history' assistant to 1,250 stores this year — after the June 2026 dispensing-fee revision shifted pay toward patient-facing work.

Other callouts in the filing

SegmentRetail revenue rose 6.7% to ¥23.0bn with profit flat at ¥2.89bn; pharmacy revenue rose 39.3% to ¥151.3bn and profit 21.2% to ¥5.13bn across 2,143 pharmacies.
OutlookFull-year guidance is unchanged: revenue of ¥721.5bn (+11.4%), operating profit of ¥32.5bn (+8.9%) and net income of ¥15.0bn (−13.1%).

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.

Show figures in

Q1 (May–Jul 2026) · Year-to-Date

Reported 2026-09-14

Net sales¥177.1bn+33.2%

Operating profit¥4.6bn+8.4%

Net income¥2.0bn+2.3%

Ain Holdings runs 2,143 dispensing pharmacies, plus the AINZ & TULPE cosmetics shops and the Francfranc interiors chain. In May–July 2026 revenue rose 33.2% to ¥177.1bn, operating profit 8.4% to ¥4.6bn and net income 2.3% to ¥2.0bn.