Bandai Namco's merch engine is on fire.

Published: 2026-08-11T14:36:40.381Z

Bandai Namco's first quarter blew past expectations: net sales hit 328.4 billion yen, up 28% year over year, and operating profit rose 17.3% to 69.2 billion yen. The engine is Toys & Hobby, which jump

Why it matters: If Toys & Hobby keeps growing at this clip, expect Bandai Namco to push more licensing and merch deals, and watch whether Digital recovers.

Source: https://www.bandainamco.co.jp/files/ir/financialstatements/pdf/en_20260806_Presentation.pdf

From AnimeSignal, the anime business intelligence brief.