YAMADA HOLDINGS CO.,LTD. (9831) Stock Price

Yamada Holdings operates primarily in the sales of home appliances and information electronics, as well as home-related products. Specifically, the company sells televisions, refrigerators, washing machines, personal computers, and mobile phones. The company also handles remodeling services and furniture and interior design sales, which are positioned as the "Electronics Business." Yamada Denki Co., Ltd. is involved in this business segment.

The "Housing Construction Business" handles the sales of single-family homes and the manufacturing and sales of housing equipment such as bathrooms and kitchens. Companies including Hinokiya Group Co., Ltd., Yamada Juken Holdings Co., Ltd., and Yamada Homes Co., Ltd. are involved in this business. This allows the company to address a wide range of housing-related needs.

The "Financial Services Business" offers financial products across five areas—new construction, remodeling, payment settlement, insurance products, and life plan proposals—as part of coordinating "comprehensive lifestyle" services. Yamada Finance Service Co., Ltd. and Yamada LABI Card Co., Ltd. are involved in this business segment.

The "Environmental Business" operates reuse, recycling, and resource recovery services centered on home appliances and computers. Yamada Environmental Resources Development Holdings Co., Ltd. and Inverse Net Co., Ltd. are involved in this business and contribute to environmental protection.

The company also operates other business segments not included in reportable segments. These involve companies such as Cosmos Berries Co., Ltd. and B.P.C. Co., Ltd. Through these operations, Yamada Holdings pursues a diversified business portfolio.

Yamada Holdings aims for sustainable growth and rapid responsiveness to consumer needs as its core management policy. The company upholds "Innovation and Challenge" and "Gratitude and Trust" as its management philosophy, pursuing enhanced corporate value while emphasizing low-cost operations. The company is actively advancing ESG management and working toward becoming a "strong enterprise" that contributes to society.

By 2030, the company targets revenue of 2.2 trillion yen, operating profit of 100 billion yen, and ROE of 8.5%. To achieve these goals, Yamada Holdings will implement its "Medium-Term Management Plan 2026/3–2030/3" starting in 2025, expanding group synergies and building a sustainable growth framework. The company will also strengthen ESG and sustainability management while advancing the development of a circular economy.

To adapt to changes in the retail industry, Yamada Holdings will optimize its management resources. Through optimization of human capital, merchandise, capital, services, logistics, and information systems, the company aims to improve profit margins and reduce costs. This will strengthen financial health and reinforce the foundation of management resources.

In the Electronics segment, the company will expand market share centered on LIFE SELECT stores and improve profit margins through optimized pricing strategies. The company will also expand e-commerce operations, develop Yamada original products, and drive growth in remodeling and furniture interior businesses. Organizational and cost structure reviews will be undertaken to improve productivity.

In the Housing segment, the company will strengthen strategies for land-inclusive subdivided and developed housing and boost sales through new product launches. Using digital transformation, the company will shorten the period from order to construction start and strengthen used home resale operations and real estate networks. The company will leverage the Yamada Denki network to expand home consultation counters.

In the Financial segment, the company will revise Yamada NEOBANK home loans and expand LABI card operations. Sales channels for insurance products will be expanded to increase insurance premium revenue. These initiatives will support expansion of the "Life Comprehensive" strategy.

In the Environment segment, the company will strengthen home appliance buyback programs and build reuse and recycling systems. Through construction of new reuse facilities and energy plants, the company will promote a self-contained resource and environmental system. This will contribute to environmental protection.