Cross Marketing Group Inc. (3675) Stock Price

Market cap
¥12.8B
P/E ratio
7.8x
Cross Marketing Group provides digital promotions, market research, and data analysis services to corporations and agencies using its massive 14.1 million-person survey network.

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Business Overview

Cross Marketing Group is a marketing support company centered on consumer data, offering digital promotions, IT solutions, marketing research, and data analysis. The company leverages its own promotional media platforms and large-scale survey monitor base to support corporate sales promotion and business decision-making.

The company serves a diverse customer base including general corporations, advertising agencies, and consulting firms. Contracts are divided into project-based work such as research commissions, promotion execution, and system development and maintenance, as well as ongoing service agreements for site operations and analysis. Revenue comes from multiple sources including research fees, media placement fees, development and operations fees, and staffing commissions.

The business is divided into three main segments: Digital Marketing, Data Marketing, and Insights (analysis and consulting). Specific offerings include operating promotional media such as "Moratame.net," advertising management and customer acquisition support, web and app development and infrastructure construction, and analysis reports based on research methods including online surveys, in-venue surveys, qualitative research, home use testing, ID-POS data, and international surveys. The company executes surveys quickly using a monitor base of approximately 14.1 million people and specialized panels for targeted research.

Management Policy

Under its medium-term management strategy "Unite&Generate," the company aims to strengthen group synergies and become a "Generate Company." Specifically, it has set numerical targets of 500 billion yen in consolidated revenue and 5 billion yen in operating profit by June 2030, with return on equity (ROE) as the primary performance metric while also focusing on revenue growth rate and operating profit margin. Securing management talent and skilled personnel necessary for growth through enhanced recruitment and revised evaluation and compensation systems is also a clear objective.

Priority investment areas include IT systems and infrastructure centered on artificial intelligence (AI), as well as human resource development and enhanced development capabilities. The company possesses unique consumer data and operational expertise through its proprietary promotional media and a consumer survey panel base of approximately 14.1 million respondents. It differentiates itself by offering end-to-end services spanning research, analysis, consulting, and promotional execution. By rapidly leveraging data and delivering added value tailored to customer needs, the company has built competitive advantages distinct from a traditional research firm.

For new market development and business expansion, the company is consolidating its business segments from three divisions to two, reorganizing insight-related operations as the "Research & Insight Business" alongside its Digital Marketing Business. This approach will accelerate deepening of the consulting domain and collaboration with digital operations, while actively pursuing acquisitions (M&A) as an external growth strategy, particularly in IP-leveraged content, influencer initiatives, and e-commerce (EC) sectors. The company has also published a roadmap including the establishment of local business development and management structures for international expansion, as well as new segment disclosure beginning in the first quarter of fiscal year ending June 2026.

Regarding technological innovation, the company positions AI investment and IT infrastructure development as core to productivity improvement. Specifically, it is advancing technology adoption including data analytics platform enhancement, faster survey execution, and advertising operation automation, while continuing internal training initiatives to strengthen marketing and statistical knowledge across the organization. Additionally, by strengthening governance across the group and enhancing internal management systems, the company is focusing on building an organization capable of executing new technologies and business initiatives safely and efficiently.

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