Ai ROBOTICS INC.【JP:247A】Stock Price

AI Robotics began with video distribution and advertising targeting women, and now focuses on D2C (direct-to-consumer) brand business centered on its proprietary AI marketing system called "SELL." The company currently specializes in cosmetics and beauty appliances, using AI to automate advertising operations and product planning for efficient brand development.

The company operates through three sales channels: its own e-commerce platform, e-commerce marketplaces, and wholesale distribution to physical retailers. In particular, its subscription service on its own e-commerce platform serves as a stable revenue foundation. The company is also expanding wholesale sales to marketplaces and drugstores, with products available at approximately 10,232 stores nationwide. Its flagship product, the VC whitening essence, has shipped over 5 million units cumulatively.

Operationally, SELL is used across product development, demand forecasting, automated ad creative generation, advertising operations, customer service, and CRM initiatives to increase productivity. For its brand portfolio, the company is expanding product lines centered on the skincare brand "Yunth" and the beauty appliance brand "Brighte," driving customer acquisition through social media advertising to improve customer lifetime value.

The company has positioned the expansion of D2C brands and the stabilization of recurring revenue through subscription models at the center of its growth strategy. Currently, approximately 60% of sales come from the skincare brand "Yunth," with its own e-commerce sales accounting for roughly 60% of that figure. Accordingly, the company manages operations with the acquisition of subscription members and improvement of retention rates as key performance indicators. Against the backdrop of a substantial domestic skincare market (approximately 1.3 trillion yen) and beauty and health appliance market (approximately 392.2 billion yen), the company is pursuing sales expansion through existing channels while exploring mid-to-long-term global expansion to achieve stable revenue growth.

Priority investment areas include AI-driven marketing and product development, as well as supply chain strengthening. The company leverages its proprietary AI system "SELL" to automate advertising creative generation and ad operations, and to develop products based on sales data, thereby creating hit products and improving advertising efficiency. Additionally, the company is enhancing supply stability by strengthening quality control at manufacturing partners, reinforcing logistics infrastructure, and diversifying manufacturing bases. This forms part of its differentiation strategy to build a system that "creates products that sell quickly and reliably through data-driven approaches."

As concrete measures for market development and business expansion, the company simultaneously strengthens three channels: its own e-commerce, e-commerce marketplaces, and wholesale retail. It has expanded its retail footprint to approximately 10,232 stores nationwide and achieved cumulative shipments exceeding 5 million units for flagship products. Building on this foundation, the company is actively investing in expanding product lineups by brand and cultivating third brands. Additionally, the company positions M&A as a growth engine, aiming to rapidly scale the business through channel acquisition and the integration of technology and talent via acquisitions.

Regarding technological innovation, the company aims to achieve reproducible product development and efficient customer cultivation by leveraging data across advertising, demand forecasting, customer service, and CRM initiatives through "SELL." Specific initiatives include designing customer segments by linking purchase history with advertising response, optimizing orders and inventory through demand forecasting, and reactivating dormant customers. The company positions this AI foundation as the core of its differentiation and continuously invests in research and development, recruitment of data talent, and strengthening of information security and internal governance to establish sustained competitive advantage.