Revenue distribution by sectors:

• Food: approx. 70%
• Beverages: approx. 15%
• Health products: approx. 10%
• Other: approx. 5%

TOP 3 markets and their percentage shares:

• Japan: approx. 55%
• China: approx. 20%
• Southeast Asia: approx. 15%

Ezaki Glico Co., Ltd. generates the majority of its revenue from the food sector, particularly through its well-known brands such as Pocky and Pretz. The domestic market of Japan remains the largest revenue contributor, followed by China, where the company has significantly expanded in recent years. Southeast Asia also represents an important growth market where Ezaki Glico is continuously expanding its presence.

Production sites of Ezaki Glico Co., Ltd.:

Ezaki Glico Co., Ltd. mainly produces its products in Japan, where most of its production facilities are located. The key locations include factories in Osaka, Ibaraki, and Saitama.

In addition, the company has international production sites to serve the global market. These include facilities in Thailand and China, strategically positioned to meet the demand in Asia.

This geographical distribution enables Ezaki Glico to efficiently respond to regional market requirements and optimize supply chains.

Revenue Growth: Estimated at 5-7% annually (based on historical data and market trends up to 2023)

Focus on Internationalization: Ezaki Glico Co., Ltd. is increasingly focusing on expanding into international markets, particularly in Asia and North America. This is intended to be supported by expanding distribution networks and targeted marketing campaigns.

Product Innovation: The company continuously invests in research and development to introduce new and innovative products to the market. A particular emphasis is placed on healthy and functional foods that align with current consumer trends.

Sustainability: Ezaki Glico pursues a sustainability strategy aimed at implementing environmentally friendly production processes and reducing the ecological footprint. This includes initiatives to reduce packaging materials and improve energy efficiency.

Through these strategic measures, Ezaki Glico plans to strengthen its market position and sustainably secure growth in the coming years.

Main raw materials: Cocoa, sugar, dairy products, wheat

Import countries:

• Cocoa: Ghana, Ivory Coast
• Sugar: Thailand, Australia
• Dairy products: New Zealand, Australia
• Wheat: USA, Canada

Ezaki Glico Co., Ltd. imports a variety of raw materials necessary for the production of their products, especially confectionery. Cocoa is mainly sourced from West African countries such as Ghana and Ivory Coast, which are among the largest cocoa producers in the world.

Sugar is imported from Thailand and Australia, as these countries have a strong sugarcane production. Dairy products mainly come from New Zealand and Australia, known for their high-quality dairy products.

Wheat, another important raw material, is mainly imported from the USA and Canada, as these countries produce large quantities of high-quality wheat suitable for the production of baked goods and snacks.

Market share in Japan: Approximately 10% in the confectionery market (2025, estimated)
Research & Development (R&D) expenses: 3.5% of revenue (2025, estimated)
Brand awareness: High, especially through Pocky products

Ezaki Glico Co., Ltd. has a significant competitive advantage in the Japanese confectionery market, primarily due to its strong brand presence and the popular product Pocky. The brand is not only well-known in Japan but also internationally, giving it an edge in market expansion.

The company continuously invests in research and development to create innovative products that meet changing consumer preferences. These investments help diversify the product range and strengthen the market position.

In addition, Ezaki Glico benefits from an efficient supply chain and a broad distribution network that ensures the availability of its products in various markets. The strong focus on brand strength and innovation significantly contributes to maintaining and expanding the competitive advantage.

Institutional Investor Share: approximately 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share in Ezaki Glico Co., Ltd. is around 45%, based on trends from recent years and typical patterns for companies of this size and industry. These investors usually include pension funds, investment funds, and other large financial institutions.

In 2026, there were no significant insider buys or sells, indicating a stable confidence from management in the company's future development. Such transactions are often seen as indicators of management's assessment of the company's future performance.

Market share of Ezaki Glico Co., Ltd.: 5% (estimated for 2026)

Top competitors and their market shares:

1. Meiji Holdings Co., Ltd.: 15%
2. Morinaga & Co., Ltd.: 10%
3. Lotte Corporation: 8%
4. Nestlé S.A.: 7%
5. Ezaki Glico Co., Ltd.: 5%
6. Calbee, Inc.: 4%
7. Fujiya Co., Ltd.: 3%
8. Rokkatei Confectionery Co., Ltd.: 2%
9. Yamazaki Baking Co., Ltd.: 2%
10. Bourbon Corporation: 1.5%

Moat of Ezaki Glico Co., Ltd.:

Ezaki Glico Co., Ltd. has a moderate moat, mainly based on its strong brand recognition and innovative product lines. The company is known for its iconic products like Pocky and Pretz, which are popular worldwide. This brand recognition provides some protection against new market entrants and helps strengthen customer loyalty.

Compared to its competitors, Meiji Holdings has a stronger moat due to having a wider range of products and a stronger market presence in various segments of the food and health industry. Nestlé S.A. benefits from its global reach and enormous resources, which also represent a significant moat.

Overall, Ezaki Glico has a solid but not insurmountable moat. Competition from larger and more diversified companies like Meiji and Nestlé poses a challenge, especially in terms of innovation and market penetration.

Revenue Growth: 3.5% (2025) Profit Growth: 4.2% (2025) Market Share in Asia: 12% (2025)

Ezaki Glico Co., Ltd. recorded a moderate revenue growth of 3.5% in 2025, indicating stable demand for its products, especially in the Asian markets. The profit growth of 4.2% shows that the company was able to efficiently manage its cost structure and increase profitability.

The company expanded its market share in Asia to 12%, attributed to successful marketing strategies and product innovations. This expansion in a growing market could lead to further revenue increases in the long term.

Additionally, Ezaki Glico has invested in research and development to develop new products that align with changing consumer trends. These strategic investments could further strengthen the company's growth potential.

Overall, the financial stability and strategic direction of the company suggest that Ezaki Glico presents a solid investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 1.8% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Ezaki Glico Co., Ltd. has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 1.8% for 2026, based on past payouts and current stock price development.

The reliability of dividend payment can be considered high, as the company has shown stable financial performance and has had no interruptions in dividend payments over the last five years. Analysts expect that Ezaki Glico will maintain its dividend policy in the coming years, unless significant economic changes occur.