Kotobuki Spirits reports strong H1 sales growth, strategic expansion on track

Kotobuki Spirits Co., Ltd. reported an 8.8% year-over-year increase in net sales to 35,787 million yen for the first half of FY2026, with net profit remaining stable. This growth was primarily due to various strategic measures, though increased manufacturing costs impacted gross profit margins. Inbound sales, particularly from international terminals, surged by 9.5% year-over-year to 5,083 million yen. The company expects full-year net sales to reach 79,670 million yen and operating profit to hit 19,650 million yen, reflecting 10.1% and 11.6% year-over-year increases respectively.

Strategic initiatives included the opening of three new stores and closure of three, notably the flagship "Tokyo Milk Cheese Factory" at NEWoMan TAKANAWA in September 2025. The Kotobuki Seika Group saw significant sales and profit increases, fueled by strong expansion in the Okinawa market. LeTAO reopened its New Chitose Airport and Daimaru Sapporo stores, while Kanoza reopened its Shamine Tottori store.

The company's long-term "Value Up Vision 2030" targets an ordinary profit rate of 30% and ordinary profit of 35 billion yen by FY2030, supported by product appeal, expanded sales channels, and human resource development. Shareholder returns are projected to increase, with a dividend per share forecast of 35 yen for FY2026.