Amifa Co., Ltd.【JP:7800】Stock Price

Amifa plans, procures, and wholesales lifestyle products that incorporate art and design into everyday life, including gift wrapping, design stationery, kitchenware and tableware, and flower-related products. The company prioritizes creating affordable products that add enjoyment and happiness to people's daily lives.

Its primary customers are domestic retailers and wholesalers, mainly uniform-price shops, with distribution also extending to overseas markets. The company supplies approximately 160 million units annually to uniform-price shops while maintaining a fabless procurement model that relies on approximately 94% overseas sourcing, ensuring cost efficiency and supply flexibility.

The company operates a single "Lifestyle Products Business" segment, with product lines divided into one-price and petit-price categories. One-price products are sold under the company's own brands and partner brands to uniform-price retailers, while petit-price products include made-to-order (OEM) items and general retail products such as stationery, educational toys, and cosmetics. With over 40 in-house designers and more than 100 external creators, the company launches approximately 1,900 new products annually, leveraging design expertise and rapid product cycle speed as key competitive strengths.

Under the banner of "GO NEXT 50," the company is charting long-term growth marking its 50th anniversary, aiming to achieve 10 billion yen in sales in the near term, with a future target of 300 billion yen. In its current medium-term management plan (October 2025–September 2028), the company is pursuing three pillars: strengthening its own brands (NB) and customer brands (PB), enhancing employee expertise, and building management infrastructure. It has set numerical targets for shareholder returns and improved profitability (ROE of 8% or higher, dividend payout ratio of 30% or higher, DOE of 3% or higher).

Priority investment areas are product planning and brand development, as well as supply chain and quality management. The company differentiates itself through NB and PB offerings, including its proprietary brand "amifa®," leveraging a team of over 40 in-house designers and more than 100 external creators to launch approximately 1,900 new products annually, making design capability and product cycle speed key competitive advantages. With annual shipments of approximately 160 million units and a product portfolio of roughly 6,000 items, the company maintains a "fabless" model with approximately 94% of procurement sourced overseas, securing price competitiveness and procurement flexibility while prioritizing selective development of high-margin products and sales channel expansion.

Market expansion and business growth are being pursued through sales channel diversification and PB business expansion. While maintaining its existing strength in uniform-price retail, the company plans to focus on general retail, overseas markets, and OEM expansion for customer brands. Specifically, it aims to enhance the balance between growth and stability through product portfolio optimization, strengthen sales activities by shortening lead times from planning to sales and developing new categories to broaden the customer base, and achieve sales targets.

For technological innovation, the company is prioritizing ICT infrastructure strengthening, digitalization, and artificial intelligence deployment. To efficiently manage numerous annual products and large-volume shipments, it is improving core systems and warehouse management while enhancing sales forecasting accuracy to optimize inventory levels and streamline logistics. By leveraging AI for demand forecasting and data analysis to improve planning accuracy and shortening each stage from planning to manufacturing to sales, the company aims to achieve both cost reduction and rapid product launch, strengthening competitiveness for sustainable growth.