Lawson,Inc. (E03345) Stock Price

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Operates Japan's second-largest convenience store chain with over 14,000 Lawson locations, plus premium Seijo Ishii supermarkets and expanding across Asia.

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Business Overview

Lawson is a company that operates a diverse range of businesses with convenience store operations as its core. In Japan, the company operates convenience stores under the brands "Lawson," "Natural Lawson," and "Lawson Store 100" through a franchise system and directly operated stores. Through consolidated subsidiaries, Lawson also operates "Lawson" stores centered in Tokyo and Chiba, engages in wholesale distribution of meat and packaging materials, and runs stores in Okinawa, Kagoshima, and Kochi prefectures, conducting regionally-rooted businesses.

Additionally, the company operates "Seijo Ishii," a premium supermarket chain, and handles entertainment-related businesses including ticket sales, music and video software sales, and movie theater operations. In the financial sector, Lawson Bank Corporation conducts banking operations.

In international operations, Lawson operates "Lawson" brand convenience stores as both directly operated and franchise locations in countries including China, Thailand, and the Philippines. In these markets, the company provides services tailored to local needs and continues its international business expansion.

The company also owns a subsidiary that provides consulting services, offering improvement recommendations based on store surveys to enhance the quality of store operations.

Lawson continues to grow as a diversified business group that, while centered on convenience stores, operates across food retail, entertainment, finance, international expansion, and consulting, meeting a wide range of customer needs.

Management Policy

Lawson is advancing its management strategy under the group philosophy "Creating Happy Communities for Everyone," with a vision of becoming a "reassuring" station in communities. The company has set 2025 challenge targets of ROE of 15% or higher and EPS of 500 yen or more. Additionally, it has formulated the environmental vision "Lawson Blue Challenge 2050!" and is working toward realizing a decarbonized society.

As a medium to long-term management strategy, in response to changes in consumer lifestyles and values amid the impact of COVID-19, Lawson established the "Lawson Group Major Transformation Execution Committee." The company is challenging itself to anticipate new needs, provide new conveniences, and improve job satisfaction for employees and store staff. It is concentrating investment in its domestic convenience store business while aiming to enhance corporate value, balance growth investment with shareholder returns, and achieve growth across individual group companies and the Lawson Group as a whole.

As specific segment strategies, the domestic convenience store business is responding to changing consumer behavior through product renewal, creating easier-to-shop store layouts, and leveraging digital technology. The Seijo Ishii business, as a supermarket focused on food quality, is capturing new consumer needs while expanding manufacturing facilities and strengthening store development. The entertainment-related business is strengthening EC product assortment and expanding online live ticket sales. The financial-related business aims to expand Lawson Bank ATM services and increase credit card membership. The overseas business is challenging new store formats and supply chain development while expanding store numbers.

Through these strategies, Lawson is addressing social issues, ensuring stable store operations for franchisees, strengthening product quality and assortment, pursuing growth in future business areas, and enhancing internal controls and risk management, with the goal of achieving sustainable growth.

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