Kotobuki Spirits (LeTAO, Tokyo Milk Cheese Factory)

Restaurants & food service · 2222

The Japan read

From the company's own filing for Q1 (Apr–Jun 2026) · reported 2026-08-03 · the filing

StoresIts Sucreé brands opened Mirimiri at Isetan Shinjuku and Hakata Oriori at Daimaru Fukuoka Tenjin in May and reopened Tokyo Milk Cheese Factory at GRANSTA Tokyo in June; that group's revenue rose 6.8% to ¥8.6bn and profit 25.7% to ¥1.64bn.
InboundIt added sales staff and pop-ups at international airport terminals to win more selling space, and opened airport shops: Tante Annie at Nagasaki Airport in April and NewQ, its pineapple-sweets shop, at Naha Airport in June.

Other callouts in the filing

SegmentLeTAO's KCC group grew revenue 9.9% to ¥5.4bn and profit 16.9% to ¥1.02bn; Kotobuki Seika, maker of Inaba no Shirousagi, grew revenue 12.5% to ¥4.3bn.
OutlookFull-year guidance is unchanged: revenue of ¥84.5bn (+7.3%), operating profit of ¥20.55bn (+10.5%) and net income of ¥13.81bn (+10.0%).

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.

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floortok holds 2 reported periods for this company.

Q1 (Apr–Jun 2026) · Year-to-Date

Reported 2026-08-03

Net sales¥18.7bn+10.0%

Operating profit¥4.2bn+20.7%

Net income¥2.7bn+18.6%

Kotobuki Spirits makes gift and souvenir sweets — LeTAO, Tokyo Milk Cheese Factory, Butter Butler and regional treats — sold in department stores, stations and airports. In April–June 2026 revenue rose 10.0% to ¥18.7bn, operating profit 20.7% to ¥4.2bn and net income 18.6% to ¥2.7bn.

Full year to March 2026 · Year-to-Date

Reported 2026-05-14

Net sales¥78.8bn+8.9%

Operating profit¥18.6bn+5.6%

Net income¥12.6bn+3.6%

Kotobuki Spirits' year to March 2026 grew revenue 8.9% to ¥78.8bn, operating profit 5.6% to ¥18.6bn and net income 3.6% to ¥12.6bn.