Message from the President

Driving the Growth of the Reuse Industry as a Leader in the New Stage of Expansion

We would like to extend our sincere gratitude to all shareholders for your continued understanding and support of the BOOKOFF Group’s business activities.

As activities continue for achieving the goals of the medium-term management policies ending with the fiscal year ending in May 2028, many new stores were opened in the BOOKOFF operations in Japan, Premium services business and Overseas business for more growth. Another notable event was the recruitment of the people we will need for the growth of business operations.

In BOOKOFF operations in Japan, we opened and replaced more comprehensive and large-format BOOKOFF SUPER BAZAAR stores and BOOKOFF stores with larger selections of trading cards and hobby goods. There were also openings of stores using the new ASO-VIVA and other formats. The number of app members surpassed 10 million as activities continued to strengthen linkage among digital, internet and store operations. Existing store sales were higher than one year earlier throughout the fiscal year and earnings increased significantly.

In the Premium services business, more hugall and aidect stores were opened and activities continued for the shifting all purchasing consultation desks to the Rehello by BOOKOFF brand. Earnings improved as purchases of items increased due mainly to higher prices of gold and other precious metals.

In the Overseas business, growth continued in the United States as more BOOKOFF stores were opened.In Malaysia, we conducted a review of our existing Jalan Jalan Japan stores with a view to further development.
In February 2026, we entered into a capital and business alliance agreement with ITOCHU Corporation. This agreement established a solid foundation for accelerating our growth in the future.

Overall, net sales and ordinary profit in the fiscal year ended May 31, 2026 rose to new all-time highs as in the previous fiscal year.

The BOOKOFF Group is now advancing to a “new growth phase.” Based on our mission of “being a source of an enjoyable and prosperous life for many people,” we are dedicated to operating as a corporate group that is a source of value for customers as well as for employees, investors and society. We would like to play a role in achieving sustainability for ourselves and for society in two ways. First is growth by operating many types of businesses centered on “reuse.” Second is more use of “reuse” which supports creating a recycling -oriented society in which resources are reused in effective ways.

Thank you for your understanding and support.

Yasutaka Horiuchi

President and CEO