What this is
Moves Excell's wholesale margin on the Pokémon it carries from the channel into TPC group; Target/Walmart/Amazon keep their retail margin. Signed, not closed: zero in year to February 2026.
The values
- Effect, year to February 2026: ¥0bn
- Plus moved inside, year to February 2027: ¥2.1–24.4bn
- Central: ¥7bn
- Share of channel take: 0.7 to 9.9%
- TPC group revenue uplift: 0.2 to 2.4%
- Channel take after: ¥223–301bn
Some detail is too fine to show here; it is kept in the trainer’s notes.
Where it comes from
Our calculation from other figures in the trainer’s notes:
Show the working
- 2.1/303.2 = 0.7%
- 24.4/247.5 = 9.9%
- 2.1/1,047.9 = 0.2%
- 24.4/1,019.9 = 2.4%
- 247.5 − 24.4 = 223.1
- 303.2 − 2.1 = 301.1