FIRST BAKING CO.,LTD. (2215) Stock Price

Daiichi-ya Seipan operates two main business segments: "Food Business" and "Real Estate Business." In the Food Business, the company manufactures and sells bread products, as well as Japanese and Western confectionery and cookies. In the Real Estate Business, the company leases land and buildings that it owns.

In the Food Business, Daiichi-ya Seipan purchases some raw materials from Toyoda Tsusho and manufactures and sells bread and confectionery products in-house. Additionally, Three Star Confectionery manufactures and sells cookies. Furthermore, First Logistics handles the distribution of group products.

In the Real Estate Business, Daiichi-ya Seipan leases land and buildings that it owns. This business serves as a separate revenue stream from the Food Business, supporting the company's stable earnings foundation.

Daiichi Pan's growth strategy centers on "Delicious with Sincerity," aiming to deliver experiences that exceed customer expectations. Since its founding in 1947, the company has leveraged its technical expertise in bread and confectionery to advance quality improvement and cost reduction, striving to provide value through food.

The company is strengthening its marketing capabilities and focusing on creating differentiated product lines through proprietary technology. It is particularly investing in national brand (NB) product development and character-based products to drive sales growth. Additionally, the company is developing new categories with natural synergies to bread, such as baked goods and frozen dough.

Organizational restructuring is underway to enable faster decision-making. In 2023, the company eliminated its headquarters system and reorganized into a paperweight-style structure with divisions reporting directly to the president. This strengthens collaboration between marketing and development divisions, promoting flexible product development.

The company is actively investing in equipment and systems to build stable production capacity and improve operational infrastructure efficiency. In real estate operations, it is advancing the effective utilization of the Yokohama factory site to strengthen revenue foundations and ensure corporate stability.

For fiscal 2025, the company has adopted "Rebirth" as its basic policy and is accelerating aggressive capital investment to respond to challenging external conditions. In food operations, it is pursuing renewal of long-selling products and development of character products to strengthen brand positioning.

In production, the company is continuing DPS (Daiichi Pan Production System) and pursuing productivity improvements through capital investment. To reduce food waste, it is extending product shelf life. To address rising logistics costs, it is reorganizing delivery routes and promoting joint delivery arrangements.