Revenue distribution by industry:

• Retail: approx. 70%
• Wholesale: approx. 20%
• Other services: approx. 10%

TOP 3 markets and their percentage shares:

1. Japan: approx. 50%
2. China: approx. 25%
3. Southeast Asia (including Thailand and Indonesia): approx. 15%

Ryohin Keikaku Co., Ltd., known for the MUJI brand, generates the majority of its revenue from retail, with Japan as its home market accounting for the largest share. China is an important market due to the growing middle class and the popularity of minimalist products. Southeast Asia also shows strong growth potential as MUJI continuously expands its presence there.

Main production sites: China, Japan, Southeast Asia

Ryohin Keikaku Co., Ltd., known for the brand MUJI, produces a large part of its products in China, which is due to cost-effective production and proximity to raw material suppliers.

In addition, the company has production facilities in Japan to ensure the quality and design of its products. In recent years, Ryohin Keikaku has also started to expand its production to other countries in Southeast Asia to benefit from the economic advantages there and diversify the supply chains.

Revenue Growth: 7.5% (estimated 2024)
Profit Growth: 5.2% (estimated 2024)

Ryohin Keikaku Co., Ltd., known for its brand MUJI, is pursuing a strategy focused on international expansion and product diversification. The company plans to further expand its presence in Asian markets such as China and India, as these regions offer high growth potential.

Another key focus is on expanding online sales to meet changing consumer habits. Ryohin Keikaku is investing in digital platforms and e-commerce to increase its reach and enhance the customer experience.

Additionally, the company is emphasizing sustainable practices and products to meet the increasing demands of environmentally conscious consumers. This includes the introduction of eco-friendly materials and the reduction of packaging materials.

Main raw materials: Cotton, wood, paper, metal

Import countries: China, India, Vietnam, Indonesia

Ryohin Keikaku Co., Ltd., known for the MUJI brand, imports a variety of raw materials necessary for the production of their minimalist products. Cotton is one of the most important raw materials and is mainly sourced from countries like India and China, known for their extensive cotton production.

Wood and paper, used for furniture and stationery, often come from sustainable sources in Southeast Asia, particularly from Vietnam and Indonesia. These countries not only provide the required materials but also offer cost-effective production opportunities.

Metals used in various household and electronic products are also imported from China, which plays a significant role in global metal production. Ryohin Keikaku emphasizes sustainable sourcing and works to minimize the environmental impact of their supply chain.

Market share in Japan: approx. 10% (2024, estimated)
Revenue growth: 5.2% (2024)
Gross margin: 45% (2024)

Ryohin Keikaku Co., Ltd., known for its brand MUJI, has a significant competitive advantage due to its strong brand recognition and minimalist design, which is popular with many consumers worldwide. The company has made a name for itself with its sustainable and functional products, which is a significant advantage in today's world where sustainability is gaining more importance.

The market share of about 10% in Japan indicates that Ryohin Keikaku holds a significant position in the domestic market. The revenue growth of 5.2% in 2024 suggests that the company is able to strengthen and expand its market position, despite intense competition in the retail sector.

The gross margin of 45% is an indicator of the company's efficiency in cost control and pricing. This metric is relatively high in retail and shows that Ryohin Keikaku is able to sell its products at a price that allows for a healthy margin, indicating a strong competitive advantage.

Institutional Investor Share: approximately 40% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share at Ryohin Keikaku Co., Ltd. traditionally stands at around 40%, indicating the trust of institutional investors in the company's long-term strategy and stability. These investors include pension funds, investment funds, and other large financial institutions.

Regarding insider transactions, there were no significant purchases or sales in the last year, suggesting that the management and other insiders are confident in the current company strategy and do not expect any short-term changes in corporate management or strategy.

Market share of Ryohin Keikaku Co., Ltd.: Estimated 5-7% (2025, based on market analyses)

Top competitors and their market shares:

1. Fast Retailing Co., Ltd. (UNIQLO): 15-18%
2. Zara (Inditex): 12-15%
3. H&M: 10-12%
4. Gap Inc.: 8-10%
5. Uniqlo (Fast Retailing): 7-9%
6. Ryohin Keikaku Co., Ltd. (MUJI): 5-7%
7. Next plc: 4-6%
8. Marks & Spencer: 3-5%
9. Primark: 3-5%
10. American Eagle Outfitters: 2-4%

Moat of Ryohin Keikaku Co., Ltd.:

Ryohin Keikaku, known for its brand MUJI, has a moderate moat, characterized mainly by its minimalist design aesthetic and emphasis on environmentally friendly products. This differentiation has earned MUJI a loyal customer base that values sustainability and simplicity.

However, compared to its competitors, MUJI has a less pronounced moat, as companies like UNIQLO and Zara have a greater competitive advantage due to their fast production cycles and strong global presence. These companies also have more extensive resources for marketing and expansion, allowing them to react more quickly to market trends.

MUJI could strengthen its moat by further expanding its sustainability initiatives and diversifying its product range to differentiate itself even more from the competition.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Expansion: New branches in Southeast Asia and Europe (2024)

Ryohin Keikaku Co., Ltd., known for the MUJI brand, achieved solid revenue growth of 8.5% in 2024. This is mainly attributed to the successful market expansion in Southeast Asia and Europe, where new branches were opened. These expansions have the potential to further increase the company's market share and ensure long-term stable revenues.

The profit growth of 10.2% in 2024 shows that the company is not only able to increase its revenue but also to operate more efficiently and control costs. This is a positive sign for profitability and the company's ability to pay dividends in the future or invest in further growth.

In addition, in recent years, Ryohin Keikaku has increasingly focused on sustainability and environmentally friendly products, which is an important competitive advantage in the current market environment. This strategy could further strengthen the company in the coming years as consumers are making increasingly environmentally conscious decisions.

Overall, the current business developments and strategic measures indicate that Ryohin Keikaku Co., Ltd. could be a promising investment for investors focusing on long-term growth.

Dividend Yield: 2.5% (estimated for 2025)

Ryohin Keikaku Co., Ltd., known as the operator of the MUJI brand, has regularly paid out dividends in the past. The company's dividend policy aims to create stable and sustainable value for shareholders.

In recent years, Ryohin Keikaku has maintained a dividend yield of about 2.0% to 3.0%. The payouts are relatively reliable as the company has a solid financial foundation and a strong market position. Analysts believe that the company will also be able to pay dividends at a similar level in the future, provided there are no significant economic or company-specific challenges.