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. 

Equity Bottom-Up

<ul>
<li>Oisix was originally known for its food subscription boxes but then expanded into meal kits which brought in a new type of customer looking to save time.</li>
<li>But with more busy and stressed customers no longer wanting to even spend 20 minutes cooking its meal kits, Oisix has launched 5-minute deli meals.</li>
<li>Oisix remains the leading independent online food retailer and the most innovative. While subscriber numbers fell recently, sales per user are up.</li>
</ul>


Oisix was originally known for its food subscription boxes but then expanded into meal kits which brought in a new type of customer looking to save time.
But with more busy and stressed customers no longer wanting to even spend 20 minutes cooking its meal kits, Oisix has launched 5-minute deli meals.
Oisix remains the leading independent online food retailer and the most innovative. While subscriber numbers fell recently, sales per user are up.


Oisix Update: New Lines of Convenience Deli Selling Well

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.

<ul><li>In FY03/25, sales increased by 72.5% YoY, EBITDA by 55.3% YoY, and operating profit by 33.9% YoY.</li><li>For FY03/26, the company forecasts sales of JPY270.0bn, EBITDA of JPY14.0bn, and operating profit of JPY8.0bn.</li><li>The company targets adjusted EPS of JPY175.0 in FY03/30, with a five-year CAGR of 11%.</li></ul>

In FY03/25, sales increased by 72.5% YoY, EBITDA by 55.3% YoY, and operating profit by 33.9% YoY.For FY03/26, the company forecasts sales of JPY270.0bn, EBITDA of JPY14.0bn, and operating profit of JPY8.0bn.The company targets adjusted EPS of JPY175.0 in FY03/30, with a five-year CAGR of 11%.

Oisix ra daichi (3182 JP): Full-year FY03/25 flash update

<ul>
<li>Given Japan’s growing interest in food-based health solutions, multiple players are looking to build businesses in the field across gut health and dietary solutions for the old and infirm.</li>
<li>Oisix, the leading online food retailer has developed an incubator for start ups in this area.</li>
<li>It is hoping to create a mini silicon valley for food tech businesses.</li>
</ul>


Given Japan’s growing interest in food-based health solutions, multiple players are looking to build businesses in the field across gut health and dietary solutions for the old and infirm.
Oisix, the leading online food retailer has developed an incubator for start ups in this area.
It is hoping to create a mini silicon valley for food tech businesses.


<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

<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

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)

Oisix Update: New Lines of Convenience Deli Selling Well

Oisix adapts to busy customers' needs by introducing 5-minute deli meals, maintaining its position as a leading online food retailer.

Michael Causton