istyle (@cosme)

The Japan read

From the company's own filing for Full year to June 2026 · reported 2026-08-13 · the filing ↗

• StoresIts Japan retail arm (@cosme STORE shops and @cosme SHOPPING online) grew 15.4% to ¥61.70bn. Store sales rose 14.6% to a record, helped by new shops such as @cosme NAGOYA, the company says, and online rose 17.0%. It ran 34 stores directly at end-June.
• Inboundistyle says its stores lost some inbound shoppers from certain countries and regions for geopolitical reasons, and that growth slowed at some regional stores. April–June store sales rose 8.0% to ¥10.29bn. Its plan for the new year assumes the slower inbound trend of the second half.
• StoresStore plans it has confirmed: an enlarged Yurakucho shop in September 2026, a new store in Kyoto in October 2026, an enlarged Hakodate shop in November 2026 and a new store in Fukuoka Tenjin in June 2027 — two openings and three refits planned for the year.

Other callouts in the filing

• SegmentMarketing support — advertising sold to beauty brands on @cosme — grew 25.2% to ¥12.08bn, with profit up 24.6% to ¥3.52bn. Overseas sales rose 37.9% to ¥5.76bn, but the loss widened to ¥356m from ¥176m, with ¥251m of opening costs for its Hong Kong flagship.
• OutlookFor the year to June 2027 it forecasts sales of ¥90.0bn (+10.0%) and operating profit of ¥5.0bn (+22.4%). Net income is seen falling 53.5% to ¥1.4bn after a ¥3.04bn loss on cancelling share warrants bought back from Amazon; without it, ¥3.4bn (+12.9%).

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.