KUSURI NO AOKI HOLDINGS CO., LTD. (3549) Stock Price

Market cap
¥393.4B
P/E ratio
24.4x
Operates drugstores and pharmacies across Japan selling medicines, cosmetics, daily goods and food, with the largest market share in the Hokuriku region.

Price and Volume

Market Cap

Subscribe to premium to access
Market Cap.

Check pricing

PER

Subscribe to premium to access
PER.

Check pricing

PBR

Business Overview

Kusuri no Aoki Holdings operates a drugstore business centered on pharmaceuticals and cosmetics, along with daily necessities, food products, and small clothing items. The company operates stores primarily throughout the Hokuriku region, providing community-focused services. Store floor space ranges from 150 to 500 tsubo, with product assortments tailored to regional needs.

The company operates 388 stores across five prefectures in the Hokuriku region (Ishikawa, Toyama, Fukui, Niigata, and Nagano), holding the top market share in the area. The company is also expanding into the Tohoku, Kanto, Tokai, Kansai, and Shikoku regions, progressively building dominant market positions in each area. This strategy is establishing a nationwide store network.

Additionally, Kusuri no Aoki Holdings promotes self-medication and operates dispensing pharmacies as community-based "neighborhood pharmacies." Dispensing pharmacies are primarily co-located with drugstores, with the company operating 664 co-located pharmacies and 6 dedicated dispensing pharmacies.

The company's business is divided into five categories: "Health," "Beauty," "Life," "Food," and "Dispensing." Health covers pharmaceuticals and health supplements; Beauty covers cosmetics and care products; Life covers baby products and household goods; Food covers food products in general; and Dispensing covers prescription pharmaceuticals. This diverse product lineup addresses a wide range of customer needs.

Management Policy

Kusuri no Aoki Holdings is pursuing a distinctive growth strategy in the rapidly evolving drugstore industry. Based on its mission to "build a company trusted by society through health, beauty, and hygiene," the company aims to provide location-specific services tailored to regional customers and meet diverse consumer needs.

As part of its growth strategy, the company is deepening its dominant market position centered on the Hokushinetsu region while expanding into new areas including Tohoku, Kanto, Tokai, Kansai, and Shikoku. Additionally, the company is strengthening its role as a community "pharmacy of choice" by co-locating prescription pharmacies within its drugstores.

Kusuri no Aoki Holdings completed its medium-term management plan "Vision2026," which targeted 500 billion yen in revenue by May 2026. Going forward, the company is developing a new medium-term management plan with fiscal year ending May 2027 as its initial year, aiming for sustained growth and enhanced corporate value.

The company has established an organizational structure that enables rapid decision-making and business expansion through M&A in the increasingly competitive drugstore industry. Furthermore, it is strengthening store development capabilities and securing and developing talent to support multi-store expansion.

Securing pharmacists and training registered sales staff are recognized as critical priorities. Kusuri no Aoki Holdings is addressing these challenges through active recruitment initiatives and in-house training programs. These efforts reinforce the company's role as a community-focused "pharmacy of choice."

AI Chat