Presentation Materials
for the 2nd Quarter of FY2026
Feb. 12, 2026
istyle Inc. Stock code: 3660
【Reference】 Business segment
Domestic
Marketing Solution
・BtoB service Advertising/ solution service
Other
Temporary staffing agency
BtoC subscription service
Investment and consultation
etc.
Marketing SaaS
MediaRetail
Domestic retail
E-commerce StoreE-commerce Physical stores
Overseas
Global
Overseas E-commerce, Wholesales
Physical stores Media
【Reference】 Performance by Business Segment (Yearly)
Segment Description
Sales Distribution
Segment Sales Trends
CAGR: 10.6%
16.1
9.8
15.2
19.4
29.2
6,453
FY6/21
6,812
FY6/22
7,457
FY6/23
8,344
FY6/24
9,651
FY6/25
OP
Ratio
％
CAGR: 24.1%
18,260
-1.5
FY6/21
21,902
1.5
29,222
4.8
42,145
6.3
53,463
5.8
OP
Ratio
％
FY6/22
FY6/23
FY6/24
FY6/25
CAGR: -2.8%
-3.4
-4.9
-2.0
-5.3
-4.2
4,660
FY6/21
4,247
FY6/22
4,395
FY6/23
3,935
FY6/24
4,174
FY6/25
OP
Ratio
％
CAGR: -1.6%
16.4
17.7
12.3
15.2
12.7
OP
Ratio
％
1,577 1,440 1,816 1,661 1,480
FY6/21 FY6/22 FY6/23 FY6/24 FY6/25
CAGR: 22.1%
30,950
-2.0
FY6/21
34,401
-1.3
FY6/22
42,890
1.9
56,085
3.5
68,768
4.6
OP
Ratio
％
FY6/23
FY6/24
FY6/25
6%
14%
78%
2%
FY25 (Unit: Million JPY)
100%
Consolidated Results | ||
Marketing Solution
Marketing SaaS | ||
Retail
Physical stores | ||
Global
Physical stores Media | ||
Other
| ||
Strengthened and expanded market position
The entire platform (media, e-commerce, and physical stores) saw increased activity, with total user actions continuing to rise.
Opened flagship store @cosme HONG KONG; aiming to establish a medium- to long-term hub for East Asia.
Hosted Tokyo Beauty Week in November (Q2),
a new co-creation event with partners inside and outside the industry.
Consolidated Sales YoY +21.2% / Consolidated Operating Profit YoY +23.0%
Achieved profit growth while absorbing multiple growth investments
Steady progress against the full-year forecast
Retail business drove top-line growth, while synergy accelerated growth in Marketing Solution business.
H1 / Financial Summary & Key Topics
KPI
Total User Actions (User engagement) reached a record high
- Maximizing user engagement through unchanging values (Trust and Experience), even in the AI era.
Monthly trend in Total User Actions*
(* Number of users taking action × Number of actions per user)
18,000,000
16,000,000
14,000,000
12,000,000
10,000,000
8,000,000
6,000,000
4,000,000
Abnormal values due to change in calculation method
2,000,000
0
* User Actions: Actions within our platform beyond browsing, including reviews, purchases, gifts and monitor program applications, product Likes, and brand Follows.