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Overview

Retail Trade

GEO HOLDINGS CORPORATION

GEO Holdings Corporation operates two core retail formats in Japan and internationally: reuse shops (under the 'Second Street' brand) offering buy-and-sell of secondhand apparel, fashion accessories, and consumer electronics, and media shops providing buy-and-sell of used games, smartphones, and electronics, as well as new game sales and DVD/CD/comic rentals. The group also operates wholesale distribution of these merchandise categories and e-commerce/online services. Internationally, Second Street reuse stores are present in the USA, Malaysia, Taiwan, and Thailand, positioning the group as a leading player in Japan's secondhand retail market with a growing global footprint.

Market Cap

¥80.8B

US$515M

¥144B

US$921M

Stock¥2,030▲+2.89%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

6.0

LTM EV/EBIT

9.3

LTM PER

8.5

LTM PBR

0.8

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+1.1%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Aug 7, 26Q1 FY26 (Apr-Jun) earnings: net profit +31% YoY, strong reuse product sales

MC → EV Bridge

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Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

40%

60%

EquityD/E 1.51xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 62.6%

as of 2026-03-31 · Source: Annual Securities Report

Jozoya Co., Ltd.

41.02%

The Master Trust Bank of Japan, Ltd. (Trust Account)

7.77%

Jokoh Yakuhin Co., Ltd.

4.48%

Mizuho Trust & Banking Co., Ltd. (Retirement Benefit Trust, Mizuho Bank, Ltd. Account; Re-trustee: Custody Bank of Japan, Ltd.)

1.68%

Japan Master Trust Bank, Ltd. (Retail Trust Account No. 8200792276)

1.50%

Custody Bank of Japan, Ltd. (Trust Account)

1.50%

STATE STREET BANK AND TRUST COMPANY 505223 (Standing Proxy: Mizuho Bank, Ltd.)

1.45%

Yuzo ENDO

1.37%

BBH CO FOR ARCUS JAPAN VALUE FUND (Standing Proxy: MUFG Bank, Ltd.)

0.94%

BBH BOSTON FOR NOMURA JAPAN SMALLER CAPITALIZATION FUND 620065 (Standing Proxy: Mizuho Bank, Ltd.)

0.92%

Management

13 officers

Yuzo ENDO

Representative Director, President and Executive Officer

Nov 2000 Joined GEO Corporation (now the Company) Jun 2004 Deputy Manager, Office of the President, the Company Nov 2011 Representative Director, President, the Company Apr 2013 Representative Director, President and Executive Officer, the Company Apr 2019 Representative Director, President and Executive Officer, the Company (current)

1978-01-21

Koji KUBO

Director, Senior Managing Executive Officer

Oct 1995 Joined For-You Co., Ltd. (now the Company) May 2010 Representative Director, President, Second Street Co., Ltd. (now the Company) Apr 2013 Executive Officer, the Company Jun 2016 Director and Executive Officer, the Company Apr 2018 Managing Director and Executive Officer, the Company Apr 2019 Director, Managing Executive Officer, the Company Nov 2019 Director, GEO Head Office Co., Ltd. (now GEO Corporation) Apr 2024 Director, Senior Managing Executive Officer, the Company (current)

1971-11-20

Yukimasa MURAKAMI

Director, Senior Managing Executive Officer

Apr 1989 Joined Sterling Co., Ltd. Jun 1993 Joined Miyadera Katsukazu Tax Accountant Office Jun 1997 Joined Nozark International Co., Ltd. Mar 1998 Joined Star Net Co., Ltd. Sep 2002 Joined Index Corporation Nov 2004 Director, Index Corporation Nov 2007 Managing Director, Index Corporation Nov 2013 Managing Director, Atlas Co., Ltd. Aug 2016 Joined GEO Holdings Corporation (the Company) Apr 2018 Executive Officer, the Company Apr 2019 Senior Executive Officer, the Company Jun 2023 Director, Managing Executive Officer, the Company Apr 2025 Director, Senior Managing Executive Officer, the Company (current) Jun 2025 Representative Director, President, GEO Corporation (current)

1968-11-03

Noriyuki IMAI

Director, Managing Executive Officer

Aug 1990 Joined Geo Milda Co., Ltd. (now the Company) Mar 2004 Representative Director, President, GEO Global Co., Ltd. (now the Company) Apr 2005 Representative Director, President, GEO Every Co., Ltd. (now the Company) Nov 2011 Executive Officer, the Company Jun 2016 Director and Executive Officer, the Company Apr 2018 Managing Director and Executive Officer, the Company Apr 2019 Director, Managing Executive Officer, the Company (current) Nov 2019 Director, GEO Head Office Co., Ltd. (now GEO Corporation)

1968-11-17

Hirofumi MORITA

Director, Managing Executive Officer

Mar 1989 Joined Espo Co., Ltd. (now Towa Enterprise Co., Ltd.) Jul 2001 Joined GEO Corporation (now the Company) Apr 2010 Deputy Manager, Kyushu-Okinawa Block, the Company Oct 2013 General Manager, Media Store Operations Department, the Company Apr 2015 General Manager, Mobile Operations Department, the Company Apr 2017 Executive Officer, the Company May 2017 Representative Director, President, World Mobile Co., Ltd. (current) Apr 2018 Director, GEO Corporation Apr 2019 Senior Executive Officer, the Company Nov 2019 Director, GEO Head Office Co., Ltd. (now GEO Corporation) Jun 2025 Director, Managing Executive Officer, the Company (current)

1968-05-18

Tsunehisa OGINO

Director (Note 1)

Sep 1988 Joined Eiwa Audit Corporation (now KPMG AZSA LLC) Sep 1994 Joined Miyake Certified Public Accountant Office Aug 1997 Established Ogino Certified Public Accountant Office (current) Jun 2000 Representative Director, Consulting Box Co., Ltd. (now Ichigo Research Institute Co., Ltd.) (current) Oct 2011 Director, the Company (current) Oct 2019 Representative Partner, Office Ichigo Certified Tax Accountant Corporation (current)

1963-04-17

Kana YASUDA

Director (Note 1)

Oct 1993 Joined Century Audit Corporation (now EY ShinNihon LLC) Apr 1997 Registered as Certified Public Accountant Mar 2000 Established Yasuda Accounting Office; Head of Office (current) Mar 2004 Registered as Certified Tax Accountant Sep 2009 Outside Auditor, Shinpo Co., Ltd. May 2010 Outside Auditor, Sugi Holdings Co., Ltd. Jun 2016 Director, the Company (current) Jun 2019 Outside Director, Chuo Hatsujo Co., Ltd. (current) Jun 2019 Outside Auditor, Kondotec Inc. Jun 2020 Outside Director (Audit and Supervisory Committee Member), Kondotec Inc. (current) Sep 2021 Outside Director, Monogatari Corporation (current)

1969-04-10

Yoko HORIE

Director (Note 1)

Apr 2009 Joined Azsa Audit Corporation (now KPMG AZSA LLC) Apr 2011 Registered as Certified Public Accountant Jan 2024 Established Yoko Horie Certified Public Accountant Office; Head of Office (current) Mar 2024 Registered as Certified Tax Accountant Jun 2024 Outside Director (Audit and Supervisory Committee Member), santec Holdings Corporation (current) Jun 2024 Director, the Company (current)

1986-12-22

Kazuo SASANO

Director, Full-time Audit and Supervisory Committee Member

Apr 1971 Joined The Nippon Credit Bank, Ltd. (now SBI Shinsei Bank, Ltd.) Apr 1987 Deputy Manager, Tokyo Funds Department, The Nippon Credit Bank, Ltd. Jul 1996 Seconded to GEO Corporation (now the Company); General Manager, Finance Department Jun 1997 Managing Director, General Manager, Finance Department, the Company Jun 2008 Full-time Corporate Auditor, the Company Jun 2024 Director (Audit and Supervisory Committee Member), the Company (current)

1948-03-21

Yasushi YOSHIKAWA

Director, Full-time Audit and Supervisory Committee Member

Apr 1988 Joined A.V. Station Co., Ltd. (now the Company) Jun 2000 Director, General Manager, Merchandise Division, the Company Jun 2007 Representative Director, President, the Company Jan 2010 Director, the Company Jun 2016 Senior Managing Director and Executive Officer, the Company Apr 2019 Director, Senior Managing Executive Officer, the Company Nov 2019 Representative Director, President, GEO Head Office Co., Ltd. (now GEO Corporation) Jun 2025 Director (Audit and Supervisory Committee Member), the Company (current)

1965-09-28

Futoshi KOMIYAMA

Director, Audit and Supervisory Committee Member (Note 1)

Oct 1984 Registered as CPA Trainee; joined Arthur Young (now Ernst & Young ShinNihon LLC) Joint Certified Public Accountant Office Apr 1989 Registered as Certified Public Accountant Jul 1991 Established Komiyama Certified Public Accountant Office (closed Sep 2022) Feb 1994 Registered as Certified Tax Accountant Apr 2002 Director, Howarth Japan Co., Ltd. (now Minato Trust Co., Ltd.) Sep 2002 Established Kashima & Komiyama Joint Certified Public Accountant Office Oct 2011 Director, the Company Jun 2013 Corporate Auditor, the Company Jun 2024 Director (Audit and Supervisory Committee Member), the Company (current) Oct 2024 Established Komiyama Certified Public Accountant Office (current)

1959-07-11

Hiroyuki OTA

Director, Audit and Supervisory Committee Member (Note 1)

Apr 1979 Joined National Police Agency Jan 2001 Chief, Okinawa Prefectural Police Headquarters Aug 2002 Director General, General Affairs and Inspection Department, Chubu Regional Police Bureau, National Police Agency Aug 2003 Director, Police Policy Research Center, National Police Academy Aug 2005 Director, Criminal Affairs Planning Division, Criminal Affairs Bureau, National Police Agency Aug 2007 Chief, Hyogo Prefectural Police Headquarters Apr 2009 Director, Special Investigation Training Institute, National Police Academy Jan 2010 Councillor, Minister's Secretariat, Cabinet Office May 2012 Director General, Tohoku Regional Police Bureau, National Police Agency Jun 2013 President, National Police Academy Jun 2014 Full-time Corporate Auditor, Central Japan Railway Company Jun 2019 Corporate Auditor, the Company Jul 2019 Executive Director, All Japan Game Business Cooperatives Federation (current) Jun 2024 Director (Audit and Supervisory Committee Member), the Company (current)

1956-09-04

Shinya HATTORI

Director, Audit and Supervisory Committee Member (Note 1)

Sep 2007 Registered as Attorney-at-Law Oct 2007 Joined Central Law Office Jul 2013 Partner Attorney, Central Law Office (current) Jun 2016 Outside Auditor, the Company Jun 2025 Director (Audit and Supervisory Committee Member), the Company (current)

1980-12-19

Large Shareholding Reports

Jozoya Co., Ltd.

2025-11-06

39.39%→40.43%

Annual report (as of 2026-03-31): 41.02%

Jozoya Co., Ltd.

2025-10-06

38.30%→39.39%

Annual report (as of 2026-03-31): 41.02%

Jozoya Co., Ltd.

2025-08-15

37.19%→38.30%

Annual report (as of 2026-03-31): 41.02%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-06

Q1 Earnings Flash

FY ending Mar 2027

GEO HOLDINGS CORPORATION

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GEO HOLDINGS CORPORATION

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