Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>In January 2024, SHiDAX Corporation was consolidated as a subsidiary, boosting sales and EBITDA in Q4 FY03/24.</li><li>Cumulative Q3 FY03/25 progress rates: 75.9% sales, 93.7% EBITDA, 84.4% operating profit, 110.5% net income.</li><li>B2C Subscription sales decreased YoY, but segment profit increased due to higher ARPU and cost-efficient acquisitions.</li></ul>

In January 2024, SHiDAX Corporation was consolidated as a subsidiary, boosting sales and EBITDA in Q4 FY03/24.Cumulative Q3 FY03/25 progress rates: 75.9% sales, 93.7% EBITDA, 84.4% operating profit, 110.5% net income.B2C Subscription sales decreased YoY, but segment profit increased due to higher ARPU and cost-efficient acquisitions.

Oisix ra daichi (3182 JP): Q3 FY03/25 flash update

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul>
<li>FMCG retailers remained dominant and market concentration increased, with top firms expanding through consolidation. </li>
<li>Discounters, drugstores and e-commerce outperformed the market overall, while general merchandise stores and apparel/lifestyle declined.</li>
<li>Profitability varied significantly, but discounters stood out as consumers flocked to their stores to escape inflation where they could.</li>
</ul>


FMCG retailers remained dominant and market concentration increased, with top firms expanding through consolidation. 
Discounters, drugstores and e-commerce outperformed the market overall, while general merchandise stores and apparel/lifestyle declined.
Profitability varied significantly, but discounters stood out as consumers flocked to their stores to escape inflation where they could.


Japanese Big Retailers: Winners and Losers

<ul><li>Sales increased YoY to JPY125.7bn due to SHiDAX consolidation; EBITDA rose 91.3% YoY to JPY6.2bn.</li><li>B2C Subscription sales decreased 2.5% YoY to JPY48.2bn; segment profit increased 8.5% YoY to JPY4.3bn.</li><li>SHiDAX consolidation in January 2024 led to new segment classifications: B2B Subscription, Social Services, Vehicle Operation Services.</li></ul>

Sales increased YoY to JPY125.7bn due to SHiDAX consolidation; EBITDA rose 91.3% YoY to JPY6.2bn.B2C Subscription sales decreased 2.5% YoY to JPY48.2bn; segment profit increased 8.5% YoY to JPY4.3bn.SHiDAX consolidation in January 2024 led to new segment classifications: B2B Subscription, Social Services, Vehicle Operation Services.

Oisix ra daichi (3182 JP): 1H FY03/25 flash update

<ul>
<li>Oisix is planning to double its sales by 2030 and looks set to reach this targets early through both organic expansion and M&amp;A.</li>
<li>The recent acquisition of several B2B and other companies will help sales grow 72% this year alone.</li>
<li>But the longer-term consumer-facing business continues to look positive thanks to continued demand for convenience meal kits and home delivery of quality foods. Profit though remains anaemic.</li>
</ul>


Oisix is planning to double its sales by 2030 and looks set to reach this targets early through both organic expansion and M&amp;A.
The recent acquisition of several B2B and other companies will help sales grow 72% this year alone.
But the longer-term consumer-facing business continues to look positive thanks to continued demand for convenience meal kits and home delivery of quality foods. Profit though remains anaemic.


<ul>
<li>Core inflation rates remain stubbornly high and real wages are still falling. </li>
<li>Surveys suggest one more major round of price hikes in October but the government still thinks prices will stabilise below its 2% target by the end of the year.</li>
<li>The increases are lowering consumer confidence – bad news for most retailers, although major discount chains are making hay while the sun, well, doesn’t shine.</li>
</ul>


Core inflation rates remain stubbornly high and real wages are still falling. 
Surveys suggest one more major round of price hikes in October but the government still thinks prices will stabilise below its 2% target by the end of the year.
The increases are lowering consumer confidence – bad news for most retailers, although major discount chains are making hay while the sun, well, doesn’t shine.


Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value

Japan

Oisix ra daichi Inc. sells various food products online. Among other products, the company sells vegetables, fruits, fish, meat, milk, and ready-made food.

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Oisix ra daichi (3182 JP)