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Sleep vendor gross TPC year to February 2026 restated on new lifetime point, TPC year to February 2024-year to February 2026

TPC year to February 2024-year to February 2026

EstimateOur model or estimate. Treat it as an order of magnitude.

What this is

Add the new AppMagic lifetime point to Q35.D-19's series (same vendor, gross). Mar–Jul 2025 is Q35's 32.8; Aug 2025–Feb 2026 takes 50–65% of year 3.

The values

  • Year3: $52.1m
  • Year to February 2026: $58.8–66.7m
  • ¥ billion gross, year to February 2026: 8.8 to 10
  • ¥ billion net of store 0.70, year to February 2026: 6.2 to 7
  • Q35 prior: ¥9.1–10.5bn
  • ¥ billion gross, year to February 2024: 10.1

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
  1. Year 3 = 234.9 − (103.1 + 79.7) = 52.1
  2. FY2/26 = (79.7 − 46.9) + 0.50…0.65 × 52.1 = 58.8–66.7 × 149.57 = ¥8.8–10.0bn (central 7/12 → 63.2 → ¥9.5bn)
  3. × 0.70 = 6.2–7.0

Related figures

Built from this one