TSI Holdings

Japanese apparel & fashion groups · 3608

The Japan read

From the company's own filing for Q1 (Mar–May 2026) · reported 2026-07-14 · the filing

StoresMen's casual led: AVIREX daily wear, Schott's Old Hickory line and Stussy all sold well, Freak's Store was strong in menswear, JILL by JILLSTUART recovered, and its own online store mix.tokyo grew more than 20%.
InboundIt says Chinese visitors halved while other markets grew strongly, so visitor numbers dipped only slightly; its outdoor brand and wander held up on inbound demand.

Other callouts in the filing

SegmentMost of the growth came from two companies consolidated last year — Daytona International, which runs Freak's Store, and umbrella maker Waterfront. Apparel revenue rose 28.3% to ¥43.8bn and other businesses 63.2% to ¥2.6bn.
OutlookFull-year guidance is unchanged: revenue of ¥200.0bn (+19.7%), operating profit of ¥7.5bn (+73.4%) and net income of ¥7.7bn (+103.0%).

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.

Show figures in

floortok holds 2 reported periods for this company.

Q1 (Mar–May 2026) · Year-to-Date

Reported 2026-07-14

Net sales¥46.3bn+30.0%

Operating profit¥2.5bn+65.8%

Net income¥2.1bn+6.9%

TSI Holdings is a Tokyo apparel group selling AVIREX, Schott, Stussy and JILL by JILLSTUART, and since last year the Freak's Store select shops. In March–May 2026 revenue rose 30.0% to ¥46.3bn, mainly from the two companies it added last year; operating profit rose 65.8% to ¥2.5bn and net income 6.9% to ¥2.1bn.

Full year to February 2026 · Year-to-Date

Reported 2026-04-10

Net sales¥167.1bn+6.7%

Operating profit¥4.3bn+164.4%

Net income¥3.8bn−75.1%

TSI Holdings' year to February 2026 grew revenue 6.7% to ¥167.1bn and operating profit 164.4% to ¥4.3bn; net income fell 75.1% to ¥3.8bn from ¥15.2bn the year before.