Valuence Holdings (Nanboya)

The Japan read

From the company's own filing for Full year to Aug 2026 · reported 2026-10-09 · the filing ↗

• StoresValuence ended the year with 143 buying shops in Japan under the Nanboya, Hachikodo and Brand Concier names (excluding 5 tie-up shops) and 62 abroad, 205 in all across 18 countries. It opened 9 shops in Japan and 18 abroad (5 own, 13 partner) during the year.
• InboundRetail sales rose 47.8% to ¥25.88bn, lifting retail to 24.3% of revenue. The company credits strong inbound-tourist demand at its shops, higher sales to Japanese customers helped by one-to-one LINE marketing, and a cross-border e-commerce site launched in November 2025.
• Not disclosedOverseas sales, which the company defines to include sales to inbound visitors, rose 24.2% to ¥22.57bn. Its statutory breakdown by customer location puts Japan at ¥95.36bn of revenue (¥73.67bn a year earlier), the US at ¥3.24bn and China at ¥2.73bn.

Other callouts in the filing

• SegmentPurchases rose 23.1% to ¥81.26bn on more buying per Nanboya shop, alliances and South-East Asia. Bullion wholesale sales jumped 48.0% to ¥32.77bn on firm bullion prices; own-auction sales edged up 1.1% to ¥34.03bn, while consigned auction GMV grew 32.3% to ¥27.64bn.
• One-offJune–August ended in a ¥241m net loss (a ¥149m profit a year earlier). The quarter included a ¥311m impairment writing the car business down to a nominal value; the company says registering its UK TWISTED custom vehicles in Japan took longer than planned. Full-year impairments: ¥494.6m.
• OutlookFor the year to August 2027 it forecasts revenue of ¥115.0bn (+7.8%), operating profit of ¥6.75bn (+16.8%) and net income of ¥4.0bn (+30.2%). The year-end dividend is planned at ¥45, up from ¥10, with ¥55 forecast for next year.

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.