AJIS CO.,LTD. (4659) Stock Price

Market cap
¥47.9B
P/E ratio
18.1x
Aegis provides retail support services like inventory management and merchandising, plus marketing solutions including staffing and mystery shopping research.

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Business Overview

Aegis operates primarily in two business segments: "Retail Support Services" and "Marketing Services." The Retail Support Services segment provides inventory management, concentrated restocking, and merchandising services. Inventory management services support efficient asset management by tracking store and corporate inventory and building databases.

The concentrated restocking service aims to ensure shelves are fully stocked from store closing through the next business day opening. Merchandising services include installing display fixtures and arranging products in connection with new store openings and store renovations, enabling smooth store operations.

The Marketing Services segment provides real marketing solutions, staffing dispatch, and research services. Real marketing solutions support point-of-sale revenue activation, including field representatives, in-store surveys, and creation and placement of promotional materials. The staffing dispatch service provides personnel for distribution and retail-related operations.

The research service employs mystery shoppers to assess employee customer service levels and store conditions. This clarifies areas for improvement in store operations and enables service enhancement. Through these services, Aegis advances its business operations both domestically and internationally.

Management Policy

Aegis has established a new medium-term management plan called "vision50" as its growth strategy. This plan aims to improve profitability and return to a growth trajectory, with targets of achieving consolidated net sales of 50 billion yen, ROE and ROIC of 10% by fiscal year 2028. To realize this, the company is making aggressive investments in human capital and the creation of growth businesses.

Amid a challenging business environment, the company is transitioning from a "service provider to a solution provider," aiming to become the unique bridge connecting manufacturers, retailers, and consumers. Through this transformation, the company seeks to enhance social value and remain an attractive company for all stakeholders.

To achieve sustainable growth, Aegis is focused on promoting business transformation and creating new synergies. The company is improving profitability in its retail support business, strengthening partnerships with customers, and concentrating management resources on growth areas to drive expansion across each business segment.

Additionally, the company is pursuing the creation of new businesses through the utilization of external resources and M&A to develop new services and solutions. Through diversity initiatives and open innovation efforts, the company is enhancing creativity and competitiveness while exploring new business opportunities.

Aegis aims to expand its geographic reach from Asia to the world. By promoting joint projects and partnerships with major customers and strengthening web marketing, the company is building high-quality, low-cost operations tailored to each region, thereby improving profitability.

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