E-Commerce revenue share: 40% (2025)
Financial services revenue share: 35% (2025)
Telecommunications revenue share: 25% (2025)

TOP 3 markets:

1. Japan: 60%
2. USA: 20%
3. Europe: 10%

Rakuten Group, Inc. generates the majority of its revenue from three main sectors: E-Commerce, financial services, and telecommunications. The E-Commerce sector remains the largest revenue contributor, followed by financial services, which have gained importance through the expansion of Rakuten Bank and Rakuten Securities.

Japan is the dominant market for Rakuten, which is not surprising given that the company originated there and has a strong brand presence. The USA and Europe follow as important markets, with Rakuten expanding its market share in these regions through strategic partnerships and acquisitions.

Production Sites: Worldwide, with a focus in Japan

Rakuten Group, Inc. is a globally operating company headquartered in Japan. The company's production and services are distributed across various locations worldwide, with a focus on Japan. Rakuten is primarily known for its e-commerce platform, but also offers a variety of services in finance, digital content, and communication.

Physical production of products is not the main focus of Rakuten, as the company mainly provides digital services and platforms. However, Rakuten operates data centers and technical facilities to support its digital offerings.

Revenue Growth: 10% (estimated for 2025 based on the latest available trends)

Strategic Focus Areas:

1. Digitalization and Technology Investments
2. Expansion of the Fintech Segment
3. International Expansion

Rakuten Group, Inc. is heavily focused on digitalization and technological innovations to drive future growth. The company continuously invests in its IT infrastructure and develops new technologies to strengthen its e-commerce and fintech platforms.

Another key area of growth is the fintech segment. Rakuten plans to expand its services in online banking, lending, and insurance to capitalize on the increasing demand for digital financial solutions.

Furthermore, Rakuten is pursuing a strategy of international expansion, particularly in markets outside Japan, to enhance its global presence and tap into new revenue sources. These strategic measures are intended to enable the company to sustainably grow in a competitive environment.

Main Imported Raw Materials/Components: Electronics components, textiles, packaging materials

Countries of Origin: China, Vietnam, South Korea, Taiwan

Rakuten Group, Inc. is a versatile company operating in various sectors including e-commerce, finance, and digital content. For its e-commerce platform, Rakuten imports a variety of raw materials and components. Electronics components needed for the operation and sale of electronic products mainly come from China, South Korea, and Taiwan. These countries are known for their strong electronics industry.

Textiles and packaging materials required for shipping goods are also imported in large quantities, especially from China and Vietnam. These countries are leaders in textile production and offer cost-effective packaging solutions.

Rakuten utilizes these imports to expand its product range and remain competitive, especially in its e-commerce business. The strategic selection of countries of origin is based on cost optimization and the quality of materials.

Market Share in E-Commerce in Japan: Approx. 25% (2024) Number of Active Users: Over 100 million (2024) Diversification of Business Fields: E-Commerce, Finance, Telecommunications

Rakuten Group, Inc. has a significant competitive advantage, especially in the Japanese e-commerce market, where it holds a market share of about 25%. This is supported by a strong user base of over 100 million active users, increasing customer loyalty and cross-selling potential.

The company benefits from a high diversification of its business fields, ranging from e-commerce to financial services to telecommunications. This diversification allows Rakuten to spread risks and leverage synergies between the different business areas.

Furthermore, Rakuten continuously invests in technological innovations and infrastructure, especially in the field of telecommunications with the establishment of its own mobile network. This strengthens its position as an integrated provider of digital services and raises entry barriers for potential competitors.

Institutional Investor Share: approximately 45% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share in Rakuten Group, Inc. is estimated to be around 45%. This indicates that a significant portion of the shares is held by large financial institutions, suggesting a certain level of trust in the company's long-term stability and growth potential.

In 2025, there were no significant insider transactions, which could suggest that the management and other insiders currently do not expect any major changes in the company's valuation. This can be interpreted as a sign of stability, as no insider sales indicate any potential distrust.

Market share of Rakuten Group, Inc.: 5% (estimated for 2025)

Top competitors and their market shares:

1. Amazon Japan: 30%
2. Yahoo Japan Shopping: 20%
3. Mercari: 15%
4. Z Holdings (PayPay Mall): 10%
5. Rakuten Group, Inc.: 5%
6. Lohaco: 3%
7. Qoo10 Japan: 2%
8. Others: 15%

Rakuten Group, Inc. has a significant moat due to its extensive ecosystem, which includes various services such as e-commerce, finance, telecommunications, and digital content. This allows Rakuten to engage customers through an integrated offering and leverage synergies between its different business segments.

Compared to its competitors, Amazon Japan has a stronger moat, mainly due to its global presence, extensive logistics networks, and wide range of products. Yahoo Japan Shopping and Mercari benefit from strong brands and specialized platforms that are well-positioned in their respective segments.

Rakuten's advantage lies in customer retention through the Rakuten Super Points program and the integration of financial services, distinguishing it from other platforms. Nevertheless, competition remains intense, and Rakuten's ability to defend and expand its moat will be crucial for future growth.

Revenue Growth: 8.2% (2024)
Profit Growth: 5.6% (2024)
Market Share in E-Commerce Sector Japan: 25% (2024)

Rakuten Group, Inc. recorded a revenue growth of 8.2% in 2024, attributed to strong performance in the e-commerce sector and expansion into new business fields. The company has expanded its market share in the Japanese e-commerce sector to 25%, highlighting its leading position in this area.

Additionally, Rakuten has invested in expanding its fintech and mobile business, which could lead to a diversification of revenue sources in the long term. These strategic investments could make the company more resilient to market fluctuations and support future growth.

Despite the challenges in the competitive e-commerce market, Rakuten demonstrates solid financial performance and strategic foresight. This could make the stock an attractive investment for investors interested in long-term growth.

Dividend: No dividend (2025)

Rakuten Group, Inc. has not paid any dividends in recent years. The company has focused on investing its resources in the growth and expansion of its business areas, especially in the e-commerce and fintech sectors.

The reliability of dividend payments is therefore not guaranteed, as Rakuten currently does not have a dividend policy that provides for regular payouts to shareholders. Investors should rather focus on the potential for capital growth through share price increases.