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What is the present status of the North American business?

In July 2026, we completed the full rollout across the United States and Canada of a new system powered by “Kiddleton Force,” our field staff operation management app. Site visit frequency, which had temporarily dropped due to integration-related system issues, recovered to approximately 16,300 visits in July and 16,700 visits in August – marking the highest performance since the system disruption.

(Reference: page 13 of “FY2027/1 2Q Earnings Presentation” disclosed on September 11, 2026)

The recovery in site visit frequency allowed us to perform restocking and maintenance. Consequently, we achieved single-month profitability in July 2026. While turning a monthly profit represents a key milestone, we recognize that demonstrating sustainable earnings power is crucial, and we will continue to tackle this as our top strategic priority.

(Reference: page 12 of “FY2027/1 2Q Earnings Presentation” disclosed on September 11, 2026)

Tag: 2026/9/30