Market (Overall)·Updated Mar 17, 2026 by Bandai Namco
Bandai Namco reported record-breaking first-half net sales of 502 billion yen, yet operating profit declined 19.8% year-over-year to 65.4 billion yen due to increased development and marketing investments.
The Toys and Hobby segment served as the primary growth driver, achieving 249.8 billion yen in sales and a 36.4% increase in segment profit fueled by demand for Gundam, One Piece, and card games.
The Digital business experienced a profit decline as strong performance from Armored Core VI was offset by a slowdown in repeat title sales compared to the previous fiscal year.
Management maintained the full-year outlook of 1 trillion yen in net sales and 125.0 billion yen in operating profit despite revising the Digital segment's profit forecast downward.
The Amusement segment demonstrated resilience with a 2.4% increase in domestic facility sales and continued international expansion, particularly within the Chinese market.
The company is prioritizing long-term growth by focusing on quality-driven game releases and expanding physical brand touchpoints, such as the new Tamashii Nations store in New York.
Bandai Namco reported record-breaking first-half net sales of 502 billion yen, yet operating profit declined 19.8% year-over-year to 65.4 billion yen due to increased development and marketing investments.
The Toys and Hobby segment served as the primary growth driver, achieving 249.8 billion yen in sales and a 36.4% increase in segment profit fueled by demand for Gundam, One Piece, and card games.
The Digital business experienced a profit decline as strong performance from Armored Core VI was offset by a slowdown in repeat title sales compared to the previous fiscal year.
Management maintained the full-year outlook of 1 trillion yen in net sales and 125.0 billion yen in operating profit despite revising the Digital segment's profit forecast downward.
The Amusement segment demonstrated resilience with a 2.4% increase in domestic facility sales and continued international expansion, particularly within the Chinese market.
The company is prioritizing long-term growth by focusing on quality-driven game releases and expanding physical brand touchpoints, such as the new Tamashii Nations store in New York.