Tomy Company, Ltd.

In the Tokyo stock market on September 1, game and entertainment-related stocks were mostly sold, but individual stocks with catalysts were active. Square Enix Holdings surged sharply on reports of a possible going-private deal, with speculation of a tender offer. Koei Tecmo Holdings rebounded after SBI Securities raised its rating from "Neutral" to "Buy" and lifted its target price from 1,600 yen to 2,000 yen. Tomy hit a year-to-date high after Iwai Cosmo Securities upgraded its investment rating from "B+" to "A" and raised its target price from 3,000 yen to 4,300 yen. The Nikkei average continued to fall, closing the morning session at 66,215.34 yen, down 96.59 yen from the previous day.

Takara Tomy has released its first-quarter results for the fiscal year ending March 2027, starting with higher revenue and profit. Revenue rose 7.7 percent year on year to 64.047 billion yen, operating profit increased 19.9 percent to 5.512 billion yen, and net profit grew 19.6 percent to 4.058 billion yen. The company plans a full-year dividend of 70 yen per share, up 6 yen from the previous year, marking its first dividend increase in two years. For shareholder perks, it will give a limited-edition Tomica to holders of 100 shares or more, and a Licca-chan doll to those with 1,000 shares or more, while also launching a discount program on its official online store. The stock has risen on expectations for toy demand amid a weak yen and higher oil prices. Although it fell 8.03 percent the day after the earnings announcement, hopes for market growth continue to provide support.

Takara Tomy has released its consolidated results for the first quarter of the fiscal year ending March 2027, covering April to June. Revenue rose 7.7% year on year to 64.047 billion yen, while operating profit increased 19.9% to 5.512 billion yen. Growth in Japan and Asia contributed, with products aimed at the kidult demographic and items tied to the 30th anniversary of Pokémon performing well. In the Americas, revenue fell due to shipment delays caused by an ERP system malfunction, but a tariff refund boosted consolidated operating profit by approximately 1 billion yen. Full-year forecasts are unchanged, with revenue expected to reach 285 billion yen and operating profit 26 billion yen.

TOMY Company, also known as TAKARATOMY, announced it will bring three of its most popular Japan-born brands to Anime Expo 2026 in Los Angeles from July 2 to 5. The century-old Japanese toy and entertainment company will showcase BEYBLADE X, Licca-chan, and Gacha as part of its largest consumer-facing moment in the U.S. market to date. BEYBLADE X, which has shipped more than 560 million units worldwide, will host the standalone BEYBLADE X ANIME EXPO CUP 2026 tournament on July 4, along with live battles against the development team and a free-play area. Licca-chan, Japan's iconic doll since 1967 with approximately 69 million units sold, makes its Anime Expo debut and will premiere two products from the Hatsune Miku collaboration, including an exclusive pre-sale of Licca HATSUNE MIKU. The Gacha capsule-toy brand from T-ARTS Company will offer machine-themed activities and merchandise from more than 80 Gacha machines. The group has named regional expansion a core priority as Japan's entertainment market could grow into the tens of trillions of yen, or more than US$100 billion.