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>Total operating revenue decreased by 3.9% YoY to JPY487.2bn, with operating profit declining 17.8% YoY to JPY26.7bn.</li><li>Domestic department store sales fell due to a sharp drop in inbound demand, despite solid domestic customer sales.</li><li>Takashimaya Financial Partners Co., Ltd. saw a 12.0% YoY increase in operating revenue, driven by growth in transaction volume.</li></ul>

Total operating revenue decreased by 3.9% YoY to JPY487.2bn, with operating profit declining 17.8% YoY to JPY26.7bn.Domestic department store sales fell due to a sharp drop in inbound demand, despite solid domestic customer sales.Takashimaya Financial Partners Co., Ltd. saw a 12.0% YoY increase in operating revenue, driven by growth in transaction volume.

Takashimaya (8233 JP): 1H FY02/26 flash update

<ul><li>Total operating revenue decreased by 5.7% YoY, with operating profit and recurring profit declining by 26.9% and 35.5% respectively.</li><li>Domestic department store sales fell due to reduced inbound demand, impacting operating revenue and profit despite solid domestic sales.</li><li>Takashimaya revised FY02/26 forecasts downward for revenue and profit metrics, but raised net income projections due to asset sale.</li></ul>

Total operating revenue decreased by 5.7% YoY, with operating profit and recurring profit declining by 26.9% and 35.5% respectively.Domestic department store sales fell due to reduced inbound demand, impacting operating revenue and profit despite solid domestic sales.Takashimaya revised FY02/26 forecasts downward for revenue and profit metrics, but raised net income projections due to asset sale.

Takashimaya (8233 JP): Q1 FY02/26 flash update

<ul><li>Total operating revenue for FY02/25 was JPY1.03tn, up 8.5% YoY, with operating profit at JPY57.5bn, up 25.2%.</li><li>Domestic and Overseas Department Stores, along with Finance and Contract and Design segments, drove YoY revenue and profit growth.</li><li>FY02/26 forecast anticipates revenue and profit growth, led by Domestic and Overseas Department Store segments, despite some segment challenges.</li></ul>

Total operating revenue for FY02/25 was JPY1.03tn, up 8.5% YoY, with operating profit at JPY57.5bn, up 25.2%.Domestic and Overseas Department Stores, along with Finance and Contract and Design segments, drove YoY revenue and profit growth.FY02/26 forecast anticipates revenue and profit growth, led by Domestic and Overseas Department Store segments, despite some segment challenges.

Takashimaya (8233 JP): Full-year FY02/25 flash update

<ul><li>Operating revenue increased YoY across segments, driven by domestic and overseas department stores, and commercial property development.</li><li>Operating profit rose YoY, with significant growth in Domestic Department Store, Overseas Commercial Property Development, and Finance segments.</li><li>Takashimaya Financial Partners Co., Ltd. saw increased revenue and profit due to higher transaction volumes and credit card income.</li></ul>

Operating revenue increased YoY across segments, driven by domestic and overseas department stores, and commercial property development.Operating profit rose YoY, with significant growth in Domestic Department Store, Overseas Commercial Property Development, and Finance segments.Takashimaya Financial Partners Co., Ltd. saw increased revenue and profit due to higher transaction volumes and credit card income.

Takashimaya (8233 JP): Q3 FY02/25 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

Japan

Takashimaya Company, Limited., founded in Kyoto in 1831, operates department stores.  The Company's main stores are located in Tokyo, Osaka, and Kyoto. Takashimaya also operates department stores in Paris, France, Singapore, China, Australia, and New York, USA.  The Company retails clothing, foods, art objects, sundry goods, and household utensils.  The Company also operates restaurants.

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Takashimaya (8233 JP)