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

Pan Pacific International Holdings / Equity Bottom-Up

<ul><li>In FY06/25, sales increased 7.2% YoY, operating profit grew 15.8% YoY, driven by effective business initiatives.</li><li>Discount Store business achieved non-consolidated operating profit over JPY100.0bn, OPM improved to 7.2%, strong duty-free sales.</li><li>Company plans to open 25 new stores in Japan, seven overseas, targeting JPY190.0bn duty-free sales annually.</li></ul>

In FY06/25, sales increased 7.2% YoY, operating profit grew 15.8% YoY, driven by effective business initiatives.Discount Store business achieved non-consolidated operating profit over JPY100.0bn, OPM improved to 7.2%, strong duty-free sales.Company plans to open 25 new stores in Japan, seven overseas, targeting JPY190.0bn duty-free sales annually.

Pan Pacific International Holdings (7532 JP): FY FY06/25 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. 

<ul>
<li>Don Quijote announced a slew of initiatives over the past two months targeting tourists, a move to capitalise on the burgeoning fitness boom, and new social media use.</li>
<li>The initiatives reflect the continued dynamism in the business both in the discount format and as city centre tourist meccas.</li>
<li>While the company has closed some overseas stores, the outlook in Asia remains very strong. </li>
</ul>


Don Quijote announced a slew of initiatives over the past two months targeting tourists, a move to capitalise on the burgeoning fitness boom, and new social media use.
The initiatives reflect the continued dynamism in the business both in the discount format and as city centre tourist meccas.
While the company has closed some overseas stores, the outlook in Asia remains very strong. 


Don Quijote: Fitness, Tourists and Social Media

<ul>
<li>
<a href="https://www.smartkarma.com/entities/pan-pacific-international-holdings-corporation" target="_blank" data-smartkarma-citation="entities:13475:1" rel="noopener">Pan Pacific International Holdings (7532 JP)'</a> Don Quijote stores rebounded strongly from Covid, despite the lack of inbound tourists, reflecting the hard work done to update stores and merchandise.</li>
<li>This innovation continues and Don Quijote stores recently even began offering several new private brand cosmetics ranges and new electronics, including a new small footprint freezer. </li>
<li>The company expects 15% of domestic sales from private brands alone but rising to 25% in the near term, with significant upside for operating profits.</li>
</ul>



Pan Pacific International Holdings (7532 JP)' Don Quijote stores rebounded strongly from Covid, despite the lack of inbound tourists, reflecting the hard work done to update stores and merchandise.
This innovation continues and Don Quijote stores recently even began offering several new private brand cosmetics ranges and new electronics, including a new small footprint freezer. 
The company expects 15% of domestic sales from private brands alone but rising to 25% in the near term, with significant upside for operating profits.


More Profit for Donki as It Expands Private Label, Even Freezers

<ul><li>Sales increased by JPY120.8bn (7.7% YoY) and operating profit grew JPY18.4bn (16.7% YoY) in cumulative Q3 FY06/25.</li><li>Discount Store business saw a 7.1% YoY rise in comparable store sales, with a GPM improvement of 0.7pp to 27.9%.</li><li>Asia business reported an 8.6% YoY increase in sales, with operating profit up 421.8% YoY, aided by cost control.</li></ul>

Sales increased by JPY120.8bn (7.7% YoY) and operating profit grew JPY18.4bn (16.7% YoY) in cumulative Q3 FY06/25.Discount Store business saw a 7.1% YoY rise in comparable store sales, with a GPM improvement of 0.7pp to 27.9%.Asia business reported an 8.6% YoY increase in sales, with operating profit up 421.8% YoY, aided by cost control.

Pan Pacific International Holdings (7532 JP): Q3 FY06/25 flash update

<ul><li>In 1H FY06/25, sales increased 7.7% YoY, operating profit grew 18.9% YoY, achieving record highs.</li><li>The company revised its full-year FY06/24 forecast: operating profit JPY155.0bn, recurring profit JPY150.8bn, net income JPY90.0bn.</li><li>Sales and profit rose YoY in North America and Asia, aided by weak yen and new store openings.</li></ul>

In 1H FY06/25, sales increased 7.7% YoY, operating profit grew 18.9% YoY, achieving record highs.The company revised its full-year FY06/24 forecast: operating profit JPY155.0bn, recurring profit JPY150.8bn, net income JPY90.0bn.Sales and profit rose YoY in North America and Asia, aided by weak yen and new store openings.

Pan Pacific International Holdings (7532 JP): 1H FY06/25 flash update

Japan

Pan Pacific International Holdings Corporation operates discount stores which sell consumer electronics, daily necessities, groceries, watches, and sporting goods. The Company mostly operates small scale stores based in Tokyo.

Pan Pacific International Holdings (7532 JP)

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Pan Pacific International Holdings (7532 JP)