YAMATOINTERNATIONALINC. (8127) Stock Price

Yamato International Co., Ltd. is an apparel company primarily engaged in the planning, manufacturing, and sales of casual wear. The company handles everyday essentials including cut-and-sew tops, woven shirts, knit sweaters, outerwear, bottoms, and accessories.

The company generates revenue through wholesale and retail sales of its products to major customers including department stores, specialty retailers, mass-market retailers, and online retailers. Additionally, rental income from company-owned real estate and logistics outsourcing services provided by subsidiaries supplement revenues.

Operations are divided into two main segments: textile product manufacturing and sales, and real estate rental. The manufacturing and sales segment offers a full product line including knit cut-and-sew tops, woven shirts, fully-fashioned sweaters, outerwear, bottoms, and miscellaneous goods. Subsidiaries handle logistics operations including receiving inventory from suppliers, shipping to customers, and inventory management, while the company operates a rental business utilizing its owned properties.

The company has adopted the medium-term vision "Yamato 2026," pursuing mid-to-long-term growth through improved profitability and expanded brand value. It places particular emphasis on ROE, a key indicator of shareholder capital efficiency, while simultaneously activating existing customers and acquiring next-generation potential customers. Currently, the app membership has reached approximately 1.16 million users, which serves as the foundation for executing a three-year plan with a target of strengthening brand awareness and resonance over the next decade.

The company differentiates itself through its flagship brand "Crocodile." It is prioritizing two strategic lines: "Crocodile Code," which emphasizes design and styling proposals, and "Switch Motion Crocodile," which strengthens the value of craftsmanship. Through expanded retail floor space and increased production volumes, the company aims to reduce procurement costs and improve gross margin amount and rate. Additionally, for GMS channels, the company is implementing strategic pricing and updating its supply system to simultaneously maintain loyalty among existing customers and cultivate next-generation customers.

The company is strengthening both online and directly operated channels to expand its business. The new online-focused brand "CITERA" aims to increase sales through product development and member acquisition, while its licensed brand business—including "Penfield" and "Lightning Bolt"—seeks to diversify revenue through enhanced brand recognition. On the e-commerce front, the company plans to refresh its app (scheduled for August 2026) to unify loyalty points across physical stores and e-commerce, with specific initiatives including member programs that drive purchases across both channels, expanded e-commerce exclusive products, and strengthened inventory management systems.

The company is also advancing technology initiatives to improve operational efficiency and customer experience. Through app feature enhancements and member data integration, it is creating seamless purchasing journeys across online and offline channels, while simultaneously digitalizing its supply system and optimizing production and procurement to maintain and improve cost rates and enable timely product delivery. Through these efforts, the company aims to achieve both short-term profit improvement and mid-to-long-term brand strengthening.