Pan Pacific agrees to acquire Toys R Us Japan as 17 analysts rate Pan Pacific stock Outperform

Pan Pacific agrees to acquire Toys R Us Japan through an affiliate, while 17 analysts rate Pan Pacific stock Outperform, according to MarketScreener on September 10, 2026. The agreement announced on October 1, 2026 gives the Don Quijote parent a fresh route into Japan's toy retail market.

Toys R Us deal awaits approval

PR Newswire reported on October 1, 2026 that Toys R Us Japan entered a definitive agreement to transfer its business to a Pan Pacific affiliate. Completion remains subject to customary closing conditions, requisite approvals and civil rehabilitation proceedings.

Adnkronos reported on October 1, 2026 that Pan Pacific plans to take over more than 150 stores by the end of October, following court approval. The same report said Toys R Us Japan carried liabilities of JPY 13.20 billion, making the rehabilitation process central to the transaction's economics.

Profit growth slows in guidance

Pan Pacific's fiscal year ended June 30, 2026 produced net sales of JPY 2.45 trillion, up 8.80 percent, while profit attributable to owners rose 21.60 percent to JPY 110.10 billion, according to The Globe and Mail on August 19, 2026.

The forward picture is more restrained. LIMO reported on September 25, 2026 that Pan Pacific guides for fiscal 2027 operating profit of JPY 179.00 billion, up 2.40 percent, and net income attributable to owners of JPY 110.50 billion, up 0.40 percent. The contrast with fiscal 2026's 21.60 percent profit growth gives the Toys R Us integration a higher execution burden.

August sales remain positive

Operational momentum continued into August 2026. MarketScreener reported domestic retail comparable-store sales of 101.40 percent of the prior-year level, while discount-store comparable sales reached 101.60 percent. All-store sales were 103.50 percent for domestic retail and 104.40 percent for the discount-store business.

Tokyo valuation stays below yearly high

Pan Pacific was last at JPY 704.70 on the Tokyo Stock Exchange on October 1, 2026 at 3:30 p.m. JST. Its JPY 2.10 trillion market capitalization and JPY 691.00 to JPY 1,067.00 52-week range put the price 33.95 percent below the yearly high.

Euro reference uses prior close

Lang & Schwarz showed a prior close of EUR 3.97 for September 30, 2026. The euro reference is separate from the Tokyo quotation in JPY, so the two figures are not combined into one daily move.

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