P.38 Lifestyle Business (2)

Lifestyle Business Strategies for Business Creating a new and enjoyable lifestyle through clothing, food, housing, and beauty

Kyoko Nagaoka

Representative Director, President and Executive Officer, StylingLife Holdings Inc. Passing the midpoint of our “Growth” stage, we achieved record-high profits As the StylingLife Group, we aim to grow into a lifestyle entertainment group by adding the values of “+beauty” and “+customer experience” to “clothing, food, and shelter.” Under the new Medium-Term Business Plan, adopting the policy of “shifting aggressively toward growth,” we aim to expand our group portfolio through the growth of our three core businesses, namely, the general merchandise retail sales business, beauty & wellness business, and new businesses, as well as non-continuous growth leveraging external business partnerships and M&A. Through these initiatives, we intend to ensure the achievement of our Group’s major target of 100 billion yen in revenue by FY2030. Fiscal 2025, marking the midpoint of the “Growth” stage in our new Medium-Term Business Plan, delivered a strong fin- ish with consolidated net sales of 69.6 billion yen and operating profit of 4.3 billion yen, and both revenue and income rose year-on-year, while operating profit reached a record high. In the general merchandise retail sales business, PLAZASTYLE COMPANY executed its store strategy exactly as planned, with nine new store openings and three existing store renovations. Furthermore, by expanding new services such as in-store pickup and LINE Gift, and promoting new revenue streams like pop-up stores featuring licensed characters, sales increased year-on-year across both physical and online stores. In the beauty & wellness business, BCL’s skincare products “KANSOSAN” and “Saborino” expanded their brand awareness through aggressive promotional spending, including TV com- mercials, driving sales up to 110% year-on-year and growing into powerful brands. In addition, our international business drove revenue by focusing on product development tailored for cross-border e-commerce in China and package development targeted at local markets in North America and Europe. In new businesses, alongside the expansion of e-commerce and store networks for “Cath Kidston,” we progressively launched operations for the Swedish legwear brand “Happy Socks,” for which we acquired exclusive import, sales, and licensing rights in the Japanese market at the end of the previ- ous fiscal year, across our directly-managed stores, e-commerce channels, PLAZA, and other outlets. We were also able to thor- oughly plant the seeds for future group portfolio expansion. Driving further growth by strengthening key initiatives of “content IP” and “global” In FY2026, the final year of the new Medium-Term Business Plan, we are planning for increased revenue and profit year- on-year (net sales of 76 billion yen, operating profit of 5 billion yen) and aim to break our record-high profit. We will continue to strengthen our key initiatives of “content IP” and “global,” further accelerating our growth momentum. In July 2025, we acquired all issued shares of BECAUSE CO., LTD., a provider of weather goods centering on umbrellas. By welcoming the company into the group, we will work on strengthening collaboration across each business while fo- cusing on enhancing product development, diversifying sales channels, overseas growth, and reinforcing our supply chain. In particular, regarding our overseas growth, we position BECAUSE CO., LTD. as one of our core pillars and will promote various initiatives targeting the markets of China, South Korea, and Southeast Asia. Furthermore, in March 2026, following the additional acquisition of our shares by TBS HOLDINGS, INC., we became a wholly owned subsidiary of the TBS Group. Through this, we will deepen synergies with the media and content segment, strengthen merchandising strategies for “content IP,” promote retail media strategies, and drive further business expansion in the lifestyle sector. 38