U.S.M.H Posts ¥2.1bn Q1 Net Loss as Revenue Jumps 16.8% on Wider Consolidation

United Super Markets Holdings, parent of the Maruetsu and Kasumi supermarket chains, swung to a ¥2.08 billion first-quarter net loss even as operating revenue jumped 16.8% to ¥273.64 billion following a business combination that widened its consolidation.

United Super Markets Holdings United Super Markets Holdings · TSE

United Super Markets Holdings Inc. (TSE: 3222), which operates the Maruetsu, Kasumi and Maxvalu Kanto supermarket chains in the Tokyo metropolitan area, reported results for the first quarter of the fiscal year ending February 2027 — the three months to May 31, 2026. Operating revenue rose 16.8% to ¥273,635m, reflecting a wider consolidation perimeter, but the group posted an operating loss of ¥805m (from a ¥747m profit), an ordinary loss of ¥823m and a net loss attributable to owners of ¥2,077m (versus a ¥129m loss a year earlier). Quarterly loss per share was ¥10.03.

Integration weighs on first quarter

The revenue jump and an increase in shares outstanding, to about 210 million, reflect a business combination that expanded the group. The first quarter is seasonally the weakest, and integration-related costs pushed the period into a loss even as the full-year outlook points to sharply higher profit.

Balance sheet and dividend

Total assets were ¥421,464m and net assets ¥205,811m, for an equity ratio of 48.8%. U.S.M.H guides a full-year dividend of ¥16.00 per share.

Outlook

For the full year to February 2027, U.S.M.H guides operating revenue of ¥1,133,200m (+17.6%), operating profit of ¥10,000m (+98.0%), ordinary profit of ¥9,600m (+95.5%) and net profit of ¥150m, for EPS of ¥0.72.

United Super Markets Holdings — Q1 FY2/2027 Key Financials (J-GAAP, consolidated)
MetricQ1 FY2/27Q1 FY2/26YoY
Operating revenue (¥m)273,635234,322+16.8%
Operating profit (¥m)−805747
Ordinary profit (¥m)−823565
Net profit attrib. (¥m)−2,077−129
EPS (¥)−10.03−0.66
Equity ratio48.8%52.9%−4.1pp

JapanStockPulse provides informational content only and does not constitute investment advice. Figures are taken from the company's published earnings short report and may be subject to subsequent revision.