itsumo.inc. (7694) Stock Price

Market cap
¥3.8B
P/E ratio
25x
Itsumo helps brands and manufacturers grow their online sales through comprehensive e-commerce support and operates its own D2C brands across multiple platforms.

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Business Overview

Itsumo Co., Ltd. provides a wide range of services centered on e-commerce operations. The company operates under the mission of "Creating Japan's Future through E-Commerce" and offers comprehensive support for brands and manufacturers in developing their e-commerce businesses. Additionally, the company operates its own D2C brands and e-commerce platforms, serving both corporate and consumer markets.

The company's business is divided into four main service categories. First, "One Commerce" provides comprehensive e-commerce support across diverse channels including Amazon, Rakuten Ichiba, proprietary e-commerce sites, and social commerce. The service covers the entire e-commerce value chain, from strategy planning and site operations to marketing, logistics, and customer service.

Second, "Cooperative Brand Partner" handles official e-commerce operations for brands and manufacturers, offering comprehensive D2C strategy support. The company purchases inventory, assumes inventory risk, and provides end-to-end support including sales, customer service, and delivery across optimal domestic e-commerce channels.

"Co-creation and Self-creation Value-Up" sells both proprietary and third-party brands directly to consumers through various e-commerce channels. The company expands its brand portfolio through developing proprietary brands, acquiring brands via M&A and investments, and obtaining sales agency rights for third-party brands.

Finally, "E-Commerce Platform" develops, plans, and operates the live commerce platform "Peace you LIVE" and the membership-based community "ICE CREAM" for the Chinese market. Through these initiatives, the company creates new business opportunities connecting companies and consumers.

Management Policy

Itsumo Inc. operates diverse services centered on e-commerce business under the mission of "Creating Japan's Future through E-Commerce." The company provides comprehensive e-commerce support to brands and manufacturers, while also operating its own D2C brands and e-commerce platforms to drive business for both corporate and consumer segments.

The company's growth strategy is divided into four key focus areas. First, "One Commerce" leverages diverse e-commerce channels including Amazon, Rakuten Ichiba, proprietary e-commerce sites, and social commerce to provide comprehensive e-commerce support. This aims to increase the number of contracts and improve contract value per client.

Second, "Collaborative Brand Partners" focuses on acquiring new brands and enhancing the brand value of existing partners by providing outsourced official e-commerce operations. This strengthens brand growth and sales through e-commerce channels.

Third, "Co-creation and Self-creation Value-Up" expands the portfolio of handled brands through development of proprietary brands and expansion of distribution channels for partner brands. The company particularly focuses on product development responsive to seasonal fluctuations and reduction of logistics costs to strengthen its revenue base.

Finally, "E-Commerce Platform" operates the live commerce platform "Peace you LIVE" and "ICE CREAM" for the Chinese market, creating new business opportunities that connect companies and consumers. This aims to expand market presence both domestically and internationally.

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