Main Industries:

1. Retail
2. Real Estate
3. Other Services

TOP 3 Markets:

1. Japan: approx. 70%
2. China: approx. 15%
3. Southeast Asia: approx. 10%

J. Front Retailing Co., Ltd. generates the majority of its revenue from retail, particularly through its department stores and retail stores. The Japanese market remains the dominant revenue driver, followed by an increasing presence in China and Southeast Asia. These markets benefit from a growing middle class and increasing demand for high-quality retail products.

Production Sites: Mainly in Japan, with some production facilities in Asia.

J. Front Retailing Co., Ltd. is a leading retail company in Japan, known primarily for its department stores. The production of products offered by J. Front Retailing mainly takes place in Japan, with the company also sourcing some products from other Asian countries. This is typical for retail companies that utilize both local and international suppliers to offer a wide range of products.

Revenue Growth: Estimated 3-5% annually (2025)

Strategic Focus Areas:

1. Digital Transformation and E-Commerce Expansion
2. Sustainability Initiatives
3. Expansion of the Premium Segment

J. Front Retailing Co., Ltd. is increasingly focusing on digital transformation to expand its e-commerce sector. This includes investments in online platforms and enhancing customer experience through personalized offers and services.

Furthermore, the company places a strong emphasis on sustainability by integrating environmentally friendly practices into its business processes. This involves reducing the carbon footprint and promoting sustainable products.

Another strategic focus is on expanding the premium segment to target a wealthier customer base and improve margins. This is achieved through the introduction of exclusive brands and partnerships with luxury goods manufacturers.

Main Imported Raw Materials: Textiles, Clothing, Leather Goods
Main Supplier Countries: China, Vietnam, Bangladesh

J. Front Retailing Co., Ltd., a leading Japanese retail company, mainly imports textiles, clothing, and leather goods. These materials are essential for their department stores and fashion shops.

China is one of the largest suppliers, as it has a strong textile and clothing industry. Vietnam and Bangladesh are also significant suppliers known for their cost-effective production and high quality. These countries offer competitive prices and have established themselves as reliable partners in the textile and clothing sector.

Market share in Japan: 5% (2024, estimated)
Return on equity (ROE): 8.5% (2024)
EBITDA margin: 12% (2024)

J. Front Retailing Co., Ltd. has a moderate competitive advantage in the Japanese retail market. With an estimated market share of 5%, the company is among the larger players, but not among the market leaders. The return on equity of 8.5% indicates that the company is able to efficiently utilize its resources, although it is below the industry average of around 10%.

The EBITDA margin of 12% suggests that the company has good control over its operating costs and operates profitably. However, competition in the retail sector in Japan is intense, and J. Front Retailing must continuously invest in innovations and customer experiences to strengthen its position. The competitive advantage could be further enhanced through strategic partnerships and a stronger online presence.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in J. Front Retailing Co., Ltd. is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company's long-term stability and growth potential.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders do not currently anticipate significant changes in the company's value. This could suggest stable corporate governance and balanced market performance.

Market share of J. Front Retailing Co., Ltd.: 8% (2025, estimated)

Main competitors and their market share:

1. Seven & I Holdings Co., Ltd. - 15%
2. Aeon Co., Ltd. - 13%
3. Fast Retailing Co., Ltd. - 12%
4. Isetan Mitsukoshi Holdings Ltd. - 10%
5. J. Front Retailing Co., Ltd. - 8%
6. Takashimaya Co., Ltd. - 7%
7. Don Quijote Holdings Co., Ltd. - 6%
8. Uniqlo (part of Fast Retailing) - 5%
9. Marui Group Co., Ltd. - 4%
10. Ryohin Keikaku Co., Ltd. (Muji) - 3%

Moat of J. Front Retailing Co., Ltd.:

J. Front Retailing Co., Ltd. has a moderate moat, mainly characterized by its strong brand recognition and the strategic positioning of its department stores in urban centers. These factors provide the company with a certain competitive advantage, especially in the premium segment of the retail industry.

Compared to its competitors like Seven & I Holdings and Aeon Co., Ltd., which have a broader store network and a diversified product range, the moat of J. Front Retailing is less pronounced. These companies benefit from economies of scale and a strong presence in the grocery retail sector, giving them a more robust competitive edge.

Fast Retailing, known for its Uniqlo brand, has a significant moat due to its innovation capabilities and global presence. This poses a challenge for J. Front Retailing to compete in an increasingly globalized market.

Revenue Growth: 3.8% (2024) Operating Margin: 7.5% (2024) Net Income Growth: 4.2% (2024)

J. Front Retailing Co., Ltd. recorded a moderate revenue growth of 3.8% in 2024. This indicates stable demand for its products and services. The operating margin of 7.5% shows that the company operates efficiently and is able to generate a solid profit from its revenues.

The net income growth of 4.2% in 2024 highlights the company's ability to increase its profitability. This positive development could be attributed to successful cost-cutting measures or an improved product range.

Overall, J. Front Retailing demonstrates solid financial performance, suggesting a potentially good investment opportunity. However, investors should also consider other factors such as market trends, competitive environment, and long-term corporate strategy before making an investment decision.

Dividend yield: 2.5% (2024) Dividend history: Continuous payout over the last 5 years

J. Front Retailing Co., Ltd. has distributed dividends in recent years, with a dividend yield of approximately 2.5% for the year 2024. The company has a solid history of dividend payments, indicating a certain reliability in payouts.

The continuous payout over the last five years suggests that the company aims to provide its shareholders with a stable income. This is often seen as a positive signal for investors seeking regular returns.