Daily BriefsPrivate Markets

Daily Brief Private Markets: Daiso’s Record Sales and more

By September 18, 2026 No Comments

In today’s briefing:

  • Daiso’s Record Sales, 6,000 Stores Dominates Seria and Can Do


Daiso’s Record Sales, 6,000 Stores Dominates Seria and Can Do

By Michael Causton

  • Daiso is unlisted but dominates the listed competitors in the 100 Yen sector like Seria Co Ltd (2782 JP) and Can Do Co Ltd (2698 JP).
  • Daiso posted its 15th consecutive year of record sales in FY2025 and store count reaching 6,000, driven by rapid expansion of its multi-banner format.
  • This is alongside a growing proprietary IP business and fandom marketing that is beginning to feed directly into product development.

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