KOMEDA Holdings Co., Ltd.

2026/04/10 Updated
Market Cap: $874.4M (¥138.6B)
Stock Price: $19.21 (¥3,045)
Exchange Rate: 1 USD = ¥158.48

Medium-Term Management Plan CONNECT 2030 Presentation Materials

Established the five-year medium-term management plan 'CONNECT 2030' from the fiscal year ending February 2027 to the fiscal year ending February 2031. Targets include operating income of 13 billion yen, 1,400 stores (including 180 overseas), and an annual EPS growth rate exceeding 7%.

Importance:
Page Updated: April 8, 2026
IR Disclosure Date: April 8, 2026

Key Figures

  • Operating Income ¥13 billion (2x vs. pre-IPO period, CAGR +6.6%)
  • Number of Stores 1,400 (including 180 overseas)
  • EPS Growth Rate +7.0% or more annually

AI要約

Overview of the Medium-Term Management Plan

Komeda Holdings Co., Ltd. has formulated the five-year medium-term management plan 'CONNECT 2030' targeting the fiscal years ending February 2027 through 2031. With the mission of 'Bringing more relaxation to the heart,' the slogan 'Connecting people, regions, and the world through KUTSUROGI' is adopted. The plan aims to contribute to sustainable growth by enhancing economic value and solving social issues. Key KGIs and KPIs include operating income of ¥13 billion (double the pre-IPO period), 1,400 stores (including 180 overseas), annual EPS growth exceeding 7%, ROE above 13%, and a total payout ratio exceeding 50%.

Key Initiatives and Growth Strategies

Priority initiatives include pursuing Komeda-style full-service, strengthening the brand through DX investments, promoting diverse store openings rooted in local communities, enhancing SCM functions, accelerating openings of Okagean stores, expanding overseas operations, acquiring new customers through brand utilization, proactive investments in AI and DX, capital policy to maintain capital efficiency, and reinforcing M&A strategies. These strategies aim to improve customer loyalty and sustainable growth by balancing the strengthening of existing businesses with growth investments in new areas.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.