Macbee Planet cuts full-year outlook on market shifts, higher costs

Macbee Planet projects an acceleration in the performance-based marketing market, anticipating it to reach 900 billion yen by 2030 and 3 trillion yen by 2050, up from the current 300 billion yen. Despite this market growth, the company revised its full-year revenue forecast for the fiscal year ending April 2026 to 51,000 million yen and operating profit to 3,700 million yen, a decrease from initial projections of 61,000 million yen and 5,600 million yen.

The revision reflects a modest 2% year-on-year revenue growth to 25,279 million yen for the first half, attributed to slower growth in existing large accounts despite strong new customer acquisition. Operating profit for the first half significantly decreased by 38% year-on-year to 1,676 million yen, with the operating profit margin falling to 6.6% from 10.9%.

This decline is primarily due to increased selling, general, and administrative expenses, including a rise in advertising and personnel costs. The company will maintain its dividend forecast of 55 yen per share.