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United Super Markets, First Half Ordinary Profit Turns to Profit

Thu Oct 9, 2025 3:30 pm JST Earnings

3222 United Super Markets Holdings Inc. 【J-GAAP】

Earnings Report

United Super Markets Holdings Inc. <3222> [TSE Std] announced its financial results after the market closed on October 9th (15:30). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending February 2026 (March to August) turned into a profit of 0.03 billion yen (compared to a loss of 0.52 billion yen in the same period last year). However, Progress toward the full-year plan of 10.9 billion yen was 0.3%, also falling below the five-year average of 41.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to expand 63.1% from the same period last year, reaching 10.8 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary loss improved to a deficit of 0.53 billion yen (compared to a loss of 0.72 billion yen in the same period last year). The operating profit/loss margin remained almost flat, changing from -0.4% in the same period last year to -0.2%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Aug, 2023 352,695 1,879 1,889 384 3.0 27.3 Oct 10, 2023 J-GAAP
Mar - Aug, 2024 358,394 -650 -521 -2,142 -16.7 ー Oct 8, 2024 J-GAAP
Mar - Aug, 2025 477,975 168 32 -1,210 -6.2 0.3 Oct 9, 2025 J-GAAP
YoY +33.4% － － +43.5% +62.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance ー ー ー ー － 8 Apr 10, 2025 J-GAAP
Mar - Aug, 2025 Results 477,975 168 32 -1,210 -6.2 8 Oct 9, 2025 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 452,879 6,628 6,663 2,952 19.8 8 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 Guidance 501,825 10,832 10,868 2,410 12.3 8 Oct 9, 2025 J-GAAP
YoY +10.8% +63.4% +63.1% -18.4% -37.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 706,657 6,907 6,929 1,008 7.9 16 Apr 9, 2024 J-GAAP
Feb, 2025 811,273 5,978 6,142 810 5.4 16 Apr 10, 2025 J-GAAP
Feb, 2026 Guidance 979,800 11,000 10,900 1,200 6.1 16 Apr 10, 2025 J-GAAP
YoY +20.8% +84.0% +77.5% +48.1% +12.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 182,759 -708 -720 -1,030 -8.0 -0.4 Oct 8, 2024 J-GAAP
Sep - Nov, 2024 177,193 -412 -497 -898 -6.7 -0.2 Jan 9, 2025 J-GAAP
Dec - Feb, 2024 275,686 7,040 7,160 3,850 25.9 2.6 Apr 10, 2025 J-GAAP
Mar - May, 2025 234,322 747 565 -129 -0.7 0.3 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 243,653 -579 -533 -1,081 -5.5 -0.2 Oct 9, 2025 J-GAAP
YoY +33.3% +18.2% +26.0% -5.0% +31.1%

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