Lovable Marketing Group, Inc. (9254) Stock Price

Lovable Marketing Group is a marketing support company for businesses that promotes "beloved marketing." The company offers a wide range of services including SNS (social media) account management support, operational tools, and personnel training. Its strength lies in the extensive track record and expertise accumulated since 2008, during the early days of SNS.

The company's primary customers are general businesses engaged in SNS-based marketing. Revenue comes from three main sources: support services such as SNS account management outsourcing, content creation, and campaign planning and operations; monthly subscription-based SNS management tools; and SNS personnel training services for enterprises. These services work together in a circular business model.

The company's business is divided into two main areas. In the SNS Marketing business, it operates three core pillars: account management support, development and provision of the cloud-based operational tool "Communico Marketing Suite," and personnel training through SNS Expert Certification courses. In DX Support Services, centered on its subsidiary Union Net, the company provides end-to-end services from website planning through construction and operation, aiming for synergies with SNS initiatives.

Lovable Marketing Group is a company that operates under the mission of "creating the most beloved marketing group." It provides business support in the digital marketing field, with a focus on social media. The company positions revenue and operating profit margin as key management indicators, with a basic policy of achieving both business expansion and improved profitability. Additionally, the company uses "adjusted EBITDA"—a supplementary metric that excludes the impact of goodwill amortization from M&A—to measure earnings power that more closely reflects actual business performance.

The company's competitive advantage lies in its proprietary business model called "MOS (Marketing Operating Service)." This is a comprehensive service system that integrates SNS account strategy planning, operational support, development and provision of AI-powered operational support tools, and training of SNS professionals. Through the use of generative AI for operational efficiency and standardization of operational know-how, the company is improving productivity across the entire group. Through innovation efforts centered on its AI and DX Promotion Division, the company is transitioning from traditional labor-intensive operations to next-generation marketing support.

In new market development, the group welcomed Union Net Inc. in November 2024, strengthening its website design and creative support capabilities. Additionally, the company has expanded its business scope by acquiring the food influencer marketing business "Life in the Kitchen" and expanding marketing support for international visitors centered on the inbound media business "Talon Japan." Through these initiatives, the company is building a structure capable of comprehensively addressing corporate marketing challenges.

The company positions M&A strategy as a critical growth driver for achieving sustainable and discontinuous growth. It has internalized the entire process from deal sourcing through due diligence to PMI (post-merger integration) and established a dedicated team-led implementation structure. Through a third-party allotment capital increase in November 2025, the company has strengthened its financial foundation for growth investments and has set a medium-term target of achieving a market capitalization of 10 billion yen. Through these strategies, the company aims to maximize corporate value by combining stable growth in existing operations with external growth.