POPLAR Co., Ltd. (7601) Stock Price

Popla operates primarily as a convenience store franchisor. Specifically, the company runs the Smart Store business, which operates stores under the "Popla" and "Seikatsu Saika" brands, and the Lawson Popla business, which operates stores under the "Lawson Popla" and "Lawson" brands based on a mega-franchise agreement with Lawson.

In the Smart Store business, Popla operates stores and provides products and services optimized for in-facility locations at low cost. The company also sells products manufactured in its own factories, enabling it to develop a unique product lineup.

In the Lawson Popla business, Popla Retail primarily operates full-service convenience stores in street-front locations. These stores offer high-value-added products and services characteristic of the Lawson brand, meeting diverse customer needs.

Other business operations include the property and casualty insurance business conducted by Popla Insurance Service. Additionally, Popla operates drugstores and food service establishments, enabling the company to provide services across a wide range of business sectors.

Popla pursues a "customer-first" growth strategy, focusing on community-based convenience store operations. The company has adopted an integrated management system spanning manufacturing to retail, prioritizing the provision of safe and reliable products. Additionally, Popla aims to become a specialized trading company in distribution and retail, operating diverse store formats.

The company emphasizes balancing profitability and capital efficiency to enhance corporate value. Specific targets for the fiscal year ending February 2026 include consolidated net sales of 11,497 million yen, consolidated operating profit of 373 million yen, and ROIC of 16.9%. These targets aim to expand business scale and improve profit structure.

As a medium to long-term strategy, Popla is promoting growth in its Lawson-Popla business through store expansion and franchising. In the smart store business, the company is advancing in-house system development, strengthening cost management, and accelerating diverse store openings. The company is also improving efficiency in frozen prepared food manufacturing.

Popla is strengthening the manufacturing and sales of bento boxes and prepared foods, developing products aligned with customer needs. The company leverages sales data by trading area to create store layouts suited to location and customer preferences. Additionally, Popla has established project teams to nurture new business initiatives.

To adapt to changing business environments, Popla is promoting efficient store operations through technology utilization. The company is strengthening in-house manufacturing and expanding sales channels to external retailers. These efforts aim to realize sustainable service delivery and build a stable management foundation.