Tokyo Lifestyle (TKLF) Company Report

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Tokyo Lifestyle Co., Ltd. Reports First Six Months of Fiscal Year 2026 Financial Results

TKLF

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Tokyo Lifestyle Co., Ltd. reported a significant increase in revenue for the first six months of fiscal year 2026, with total revenue reaching $190.4 million, a 94.3% year-over-year increase from the same period last year.
Gross profit for the period increased by 29.8% to $15.8 million, though the gross margin saw a decline to 8.3% from 12.4%.
The company recorded a net loss of $0.9 million, resulting in a basic and diluted loss per share of $0.02 for the six months ended September 30, 2025, contrasting with a net income of $1.3 million and earnings per share of $0.03 in the prior year.
Revenue growth was primarily fueled by a 102.5% increase in sales from franchise stores and wholesale customers and a 47.1% increase from directly-operated physical stores, alongside a 59.4% increase in total SKUs.
As of September 30, 2025, the company held $2.2 million in cash, a decrease from $4.8 million as of March 31, 2025, with net cash used in operating activities totaling $8.1 million for the period.

Dec 19, 2025, 10:00 PM

Tokyo Lifestyle Reports First Six Months of Fiscal Year 2026 Results

TKLF

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Tokyo Lifestyle Co., Ltd. reported revenue of $190.4 million for the first six months of fiscal year 2026 ended September 30, 2025, representing a 94.3% year-over-year increase.
Gross profit increased by 29.8% to $15.8 million, and income from operations grew by 13.0% to $3.6 million for the six months ended September 30, 2025.
The company recorded a net loss of $0.9 million for the period, primarily due to prior-period tax adjustments and foreign exchange impacts, compared to a net income of $1.3 million in the same period last year.
Revenue growth was significantly driven by a 102.5% increase from franchise stores and wholesale customers and a 47.1% increase from directly operated physical stores, supported by a 59.4% increase in total SKUs.
Tokyo Lifestyle is pursuing global expansion, enriching its product portfolio, and exploring new technologies for online sales, while also optimizing its liability structure with new long-term borrowing.

Dec 19, 2025, 9:05 PM

Tokyo Lifestyle Opens First Directly-Operated Store in Vietnam

TKLF

New Projects/Investments

Product Launch

Tokyo Lifestyle Co., Ltd. (TKLF) announced the grand opening of its first directly-operated "Reiwatakiya" physical store in Ho Chi Minh City, Vietnam, on October 28, 2025.
The new store, located on Nguyen Thi Minh Khai Street, offers a wide selection of cosmetics, skincare, personal care, wellness, fashion, and home goods from hundreds of renowned Japanese brands.
This expansion into Vietnam is a key milestone in Tokyo Lifestyle's Southeast Asia expansion strategy, driven by the country's favorable macroeconomic and demographic factors, including a rapidly expanding middle class and young consumer base.
The Company plans to deepen market penetration through a hybrid online-and-offline retail model, integrating online platforms, localized marketing channels, and an omnichannel approach.