June 23, 2026 11:56 AM GMT Sanrio (8136) | Japan M Update F3/26 Results: Plan for Sales Growth in North America; Positive Reaction to earnings Strengthens our thesis Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research F3/27 OP guidance exceeds consensus; positive. Also upbeat on guidance for North America sales growth and comment regarding stabilization of tariff impacts. Earnings ...