{"rewrite":{"id":"r_893d797a867a917f3e6fd17f","clusterId":"c_b94d81e6931763e40d8f3f36","slug":"bandai-namco-posts-record-first-half-profit-on-gundam-and-one-piece-toys","model":"deepseek-v4-1-flash","headline":"Bandai Namco Posts Record First-Half Profit On Gundam And ONE PIECE Toys","summary":"Bandai Namco Holdings reported record first-half results for the fiscal year ending March 2027 on November 10, 2026. Net sales rose 13.1% year-on-year to 728.4 billion yen and operating profit rose 27.3% to 134.3 billion yen. Toy and Hobby net sales reached 412.0 billion yen, up 29.6%, with segment profit up 55.4%. Digital net sales fell 6.1% to 217.4 billion yen.","whyItMatters":"The group's profit growth now comes from Gunpla, cards, and capsule toys rather than games, with Toy and Hobby segment profit of 101.1 billion yen against Digital's 27.8 billion yen, so the games division is no longer the earnings engine behind the forecast raise.","webCardHtml":"\u003cp\u003eToy and Hobby carried the group: net sales of 412.0 billion yen, up 29.6%, and segment profit of 101.1 billion yen, up 55.4%. A refund of additional U.S. tariffs in North America also added to profit. Gunpla and Ichiban Kuji sat alongside trading card games, capsule toys, confectionery, and stationery in the strong categories, with Tamagotchi named as another performer.\u003c/p\u003e\u003cp\u003eDigital went the other way. Net sales fell 6.1% to 217.4 billion yen and segment profit fell 25.5% to 27.8 billion yen. Home video game unit sales dropped about 22% to 17.91 million units, and smartphone content sales came to 105.3 billion yen, down from 117.2 billion yen a year earlier. ACE COMBAT 8 and a One Piece restaurant title shipped in October.\u003c/p\u003e","blueskyPost":"Bandai Namco's toys grew 29.6% on Gundam and ONE PIECE while Digital sales fell 6.1%, so the record half is a merchandising win running ahead of the games business.","twitterPost":"Bandai Namco's record half is toy-led: Gundam and ONE PIECE helped Toys up 29.6% while Digital sales fell 6.1%.","threadsPost":"Bandai Namco posted a record first half, and the split explains why: Toys and Hobby net sales rose 29.6% on Gundam and ONE PIECE, with segment profit up 55.4%, while Digital net sales fell 6.1%. The profit is coming from merchandise, not the games side.","newsletterBlurb":"Bandai Namco Holdings posted record first-half sales and operating profit for the fiscal year ending March 2027. Toy and Hobby did the work, with segment profit up 55.4% on Gundam, DRAGON BALL, ONE PIECE, and Tamagotchi products. The games business slipped, with Digital sales down 6.1% and segment profit down 25.5%.","attributionJson":"[{\"source\":\"GameBusiness.jp\",\"url\":\"https://www.gamebusiness.jp/article/2026/11/10/28613.html\",\"title\":\"\\\"Gundam\\\" and \\\"ONE PIECE\\\" Perform Well-Bandai Namco HD Posts Record First-Half Profit and Raises Full-Year Forecast\"}]","lintFlagsJson":null,"lintHits":0,"costUsd":0,"inputTokens":5626,"outputTokens":937,"status":"published","repairAttempts":0,"nextRepairAt":null,"factsAttemptedAt":1794308593,"createdAt":"2026-11-10T10:57:52.000Z","publishedAt":"2026-11-10T11:02:09.000Z","updatedAt":"2026-11-10T11:02:09.000Z"},"cluster":{"id":"c_b94d81e6931763e40d8f3f36","canonicalTitle":"「ガンダム」「ONE PIECE」が好調―バンダイナムコHD、上期最高益を更新し通期予想を上方修正","representativeArticleId":"a_3c7ca89c12edfbd3900ffba6","sourceCount":1,"writtenSourceCount":1,"writeAttempts":0,"isSolo":true,"entitiesJson":"{\"anime_titles\":[],\"manga_titles\":[\"One Piece\"],\"work_titles\":[\"Gundam\"],\"studios\":[\"Bandai Namco Holdings\"],\"people\":[],\"type\":\"business\",\"domain\":\"industry\",\"is_roundup\":false}","contentType":"news","status":"published","firstSeenAt":"2026-11-10T10:14:02.000Z","lastSeenAt":"2026-11-10T10:14:02.000Z","updatedAt":"2026-11-10T11:02:10.000Z"},"attribution":[{"source":"GameBusiness.jp","url":"https://www.gamebusiness.jp/article/2026/11/10/28613.html","title":"「ガンダム」「ONE PIECE」が好調―バンダイナムコHD、上期最高益を更新し通期予想を上方修正"}],"entities":{"anime_titles":[],"manga_titles":["One Piece"],"work_titles":["Gundam"],"studios":["Bandai Namco Holdings"],"people":[],"type":"business","domain":"industry","is_roundup":false},"keyFacts":["Bandai Namco Holdings reported first-half net sales of 728.4 billion yen, up 13.1% year-on-year, and operating profit of 134.3 billion yen, up 27.3%.","The Toy and Hobby business posted net sales of 412.0 billion yen, up 29.6%, and segment profit of 101.1 billion yen, up 55.4%.","The Digital business posted net sales of 217.4 billion yen, down 6.1%, and segment profit of 27.8 billion yen, down 25.5%.","Home video game unit sales fell about 22% year-on-year to 17.91 million units.","Bandai Namco raised its full-year consolidated earnings forecast based on the first-half results."],"pageLinks":{"healthSlugs":["one-piece","gundam","bandai-namco-holdings"],"storySlugs":[],"entities":[{"slug":"one-piece","supported":40,"disputed":1,"contradicted":0,"unverified":112,"overall":"yellow","story_count":172,"has_dossier":true},{"slug":"gundam","supported":7,"disputed":0,"contradicted":0,"unverified":18,"overall":"green","story_count":25,"has_dossier":true},{"slug":"bandai-namco-holdings","supported":0,"disputed":0,"contradicted":0,"unverified":0,"overall":"unverified","story_count":2,"has_dossier":true}],"stories":[],"entitiesOk":true,"storiesOk":true}}