The projected earnings drop, based on a Visible Alpha poll, places the company's net profit significantly below the 49 billion yen recorded during the same period last year. Revenue is estimated to have fallen 12% to 2.444 trillion yen. These figures mirror the downward pressure on the firm's stock, which has shed 9.8% of its value since the start of the year.

Investors are looking for clarity on the company’s fiscal trajectory through February 2027, particularly regarding its annual forecast of a 9.4% revenue decline. Beyond the balance sheet, attention remains fixed on the delayed IPO of its North American convenience-store business, now pushed to at least March 2025. While the overseas convenience segment showed a 17% jump in operating profit in the previous quarter, the market remains cautious about whether these gains can offset wider operational challenges and regional instability.