Scroll Corporation (8005) Stock Price

Market cap
¥45.8B
P/E ratio
16.3x
Scroll provides logistics outsourcing and payment services to e-commerce companies while also operating its own mail-order retail business selling apparel and accessories.

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Business Overview

Scroll operates primarily through two business segments: solutions and mail-order retail. In the solutions business, the company provides logistics outsourcing, payment processing, marketing support, and BPO services to mail-order and e-commerce operators. This segment includes operations by Scroll 360 Inc. and Catchball Inc.

In the mail-order retail business, the company sells apparel, undergarments, and miscellaneous goods through mail-order channels. Scroll Inc. and Scroll International Inc. play key roles in this segment, enabling the company to deliver diverse products to consumers.

Additionally, Scroll operates a consumer-focused e-commerce business. The company handles branded fashion accessories, outdoor equipment, cosmetics, miscellaneous goods, disaster prevention products, and travel-related items. This segment includes operations by AXES Inc. and Naturum Inc.

In group management operations, the company manages logistics, real estate rental, and overseas subsidiary operations. This supports efficient operations across the entire group. Scroll Inc. and Scroll Logistics Inc. operate in this area.

Management Policy

Scroll aims for sustainable growth and has adopted "a company trusted by society" as its management philosophy. The company pursues increased corporate value while adapting to changes in the business environment. In particular, it is promoting a transformation toward a corporate structure that realizes sustainable growth with the goal of becoming "a company that lasts 100 years."

Under its medium-term management plan "Marketing Solution 2026," the company has set two key priorities: "return to a growth trajectory" and "promotion of effective Responsibility management." Through portfolio adjustments, it is working to expand business domains and enhance customer value delivery.

As part of its growth strategy, Scroll is focusing on expanding its solutions business. It is strengthening logistics outsourcing, payment processing, and marketing support services to improve profitability. In its e-commerce business, it has exited unprofitable operations and achieved profitability.

In promoting Responsibility management, the company is setting medium- to long-term targets based on materiality and working on corporate value enhancement, environmental consideration, and diversity management. Through these efforts, it aims to realize a sustainable society.

Looking ahead, Scroll will refine its distinctive capabilities in the marketing solutions domain and expand its business areas. In particular, it will concentrate management resources on logistics, payments, and BPO to strengthen profitability and promote agile management.

As management metrics, the company emphasizes revenue growth rate, operating profit margin, net income attributable to parent company shareholders, and ROE. Through these indicators, it objectively assesses progress toward management targets and works to enhance corporate value.

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