(7686) Stock Price

Market cap
¥12B
P/E ratio
21.7x
Kakuyasu Group delivers alcohol and beverages to restaurants and consumers across Japan through time-slot delivery, retail stores, and route services.

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Business Overview

Kakuyasu Group operates under a pure holding company structure, developing management strategies aimed at sustainable growth and supporting each group company. The group is composed of time-slot delivery, route delivery, retail store, and other business segments.

In the time-slot delivery business, the group provides free delivery service within one-hour time slots, 365 days a year, from small shipping warehouses and "Nandemo Sake ya Kakuyasu" stores to individual restaurants, general consumers, and corporate clients. This enables swift and efficient delivery.

In the route delivery business, the group makes daily deliveries from distribution centers to restaurant chains, hotels, restaurants, and similar establishments. This approach ensures stable supply and improved customer satisfaction.

The retail store business is recognized by the distinctive pink signage of "Nandemo Sake ya Kakuyasu" and operates primarily in Tokyo's 23 wards, with expansion into Kanagawa, Osaka, Fukuoka, and Nagasaki. The group pursues community-focused store operations to meet customer needs.

Other business segments include e-commerce operations and wholesale sales to other alcoholic beverage retailers. This dual online and offline approach allows the group to reach customers through diverse channels and address varied market demands.

The group's subsidiaries include Kakuyasu Co., Ltd., Meiwa Bussan Co., Ltd., Yamato Kyusoku Co., Ltd., NSK Co., Ltd., and Kenkō Co., Ltd. These companies operate in their respective specialized fields and contribute to overall group growth.

Management Policy

Kakuyasu Group aims for sustainable growth and is committed to meeting the needs of local communities as its core business philosophy. The company particularly emphasizes providing services that enrich customers' daily lives and contributing to solving social and industry challenges. Based on this philosophy, the company has formulated a medium-term management plan and is advancing its growth strategy with 2028 as the target year.

One key element of the company's growth strategy is building a sales platform. Anticipating a contraction in the alcoholic beverage sales market, Kakuyasu Group aims to improve customer convenience and satisfaction by handling diverse product categories. This approach targets higher average transaction values and improved delivery efficiency.

Strengthening the Kakuyasu model is also a critical strategy. The company leverages its logistics network spanning 23 wards in Tokyo to enable rapid delivery. The company plans to further develop this model by expanding business partners and capturing remaining market share. This will enhance competitiveness and enable sustained growth.

Reinforcing the logistics infrastructure is another growth pillar. Amid driver shortages as a social issue, Kakuyasu Group plans to expand its delivery network using light vans and trailers, extending services to the Kanto suburbs, Kansai, and Kyushu regions. The company also delivers third-party products to improve profitability.

The company is actively investing in digital technology. In response to EC market expansion, it is enhancing its app and web platform capabilities while optimizing delivery routes and improving inventory management efficiency. These efforts aim to elevate customer experience and operational efficiency.

Human capital management is also a priority. The company is establishing systems that enable diverse work arrangements and developing next-generation management talent to maximize corporate value. This approach supports sustainable growth and the creation of social value.

Finally, advancing sustainable management is an important strategy. The company provides services addressing environmental and social issues and is expanding partnerships with sake breweries to contribute to industry development. This dual approach simultaneously addresses social challenges and improves business profitability.

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