Mammy Mart Holding Corporation (9823) Stock Price

Mommy Mart Holdings is a corporate group primarily engaged in supermarket operations. The company supports regional food consumption by selling fresh produce, general groceries, and daily necessities through its stores.

The company's primary customers are individual consumers in its service regions, with in-store face-to-face sales forming the core of its revenue. Subsidiaries contribute complementary revenue through fresh food processing, store cleaning and management services, as well as service businesses including public baths and funeral services.

Operations are divided into "Supermarket Business" and "Other Business," with the supermarket business serving as the core. Saiyuu Foods handles partial fresh food processing, while Mommy Service provides store operation support and manages public bath and funeral service operations. From October 2025, the company is transitioning to a holding company structure to centralize group management.

The company has designated the three-year period of its medium-term management plan (fiscal year ending September 2024 through fiscal year ending September 2026) as an "advance investment phase" aimed at expanding corporate value. Specifically, by fiscal year ending September 2026, the company plans to open 9 new stores and renovate 2 stores with format changes. Through these openings and renovations, the company aims to further improve sales and operating profit. Building on its track record of achieving record profits, the company is prioritizing stable profit generation while actively accelerating growth investments.

Key investment areas are strengthening fresh produce offerings and enhancing store visit value through differentiation. The company is transitioning to two new formats: "Seisenichiba TOP!" and "Mamy Plus." "Seisenichiba TOP!" targets customers seeking rare ingredients and cooking enthusiasts through distinctive product displays, while "Mamy Plus" aims to offer overwhelming local pricing combined with daily value-added services. On the product side, the company is focusing on quality improvements and new category development, continuously expanding signature items (destination items) unavailable at competitors to drive differentiation.

For business expansion, the company is broadening its store locations and strengthening group operations. In addition to existing areas, the company plans to expand into the greater Kanto region to enhance its customer base and corporate presence. Starting October 2025, the company will transition to a holding company structure to centralize group management and strengthen collaboration between Ayayu Foods' fresh food processing, Mamy Service's store support, hot spring facilities, and funeral services. This approach aims to accelerate store openings and renovations while improving profitability.

Technology innovation and human capital investment are being pursued in parallel. To improve store productivity, the company is implementing an optimal staffing program (LSP) and full self-checkout systems, while investing in equipment for the fresh fish processing center and distribution center to enhance supply chain efficiency. The company is also investing in data analytics through IT and business digitalization, pursuing operational improvements (M3 activities) at stores and headquarters, and accelerating recruitment and development to achieve both employee productivity and workplace quality.