Health and Beauty Products: 60%
Pharmaceutical Products: 30%
Food and other Consumer Goods: 10%

TOP 3 Markets:

1. Japan: 85%
2. China: 10%
3. South Korea: 5%

Sugi Holdings Co., Ltd. generates the majority of its revenue from the sale of health and beauty products, followed by pharmaceutical products. The Japanese market is the company's dominant market, thanks to its strong presence and well-established branch network in Japan.

China and South Korea are also significant markets, with the company benefiting from the increasing demand for health products in these regions. Sugi Holdings plans to further expand its market share in these countries through strategic expansions and partnerships.

Production Sites: Japan

Sugi Holdings Co., Ltd. is a Japanese company mainly engaged in retailing pharmaceutical products. The company operates a chain of pharmacies and drugstores in Japan. Sugi Holdings predominantly produces its products in Japan, with a focus on local sourcing and production to streamline quality and supply chain efficiency.

As the company is heavily focused on the Japanese market, its production facilities and logistics networks are also concentrated within Japan.

Revenue Growth: Estimated 8% (2024)

Profit Growth: Estimated 6% (2024)

Sugi Holdings Co., Ltd. is pursuing a growth strategy based on expanding its network of branches and digitizing its services. The company plans to increase the number of its pharmacies and drugstores in urban and suburban areas to reach a broader customer base.

Another focus is on integrating e-commerce platforms to strengthen the online sales of health and beauty products. This is intended to be supported by investments in technology and logistics to enhance efficiency and customer satisfaction.

In addition, Sugi Holdings is relying on strategic partnerships and acquisitions to solidify its market position and explore new business fields. These measures are aimed at enabling the company to flexibly respond to changing market conditions and secure long-term growth.

Commodities/Materials: Medicines, health products, cosmetics
Main importing countries: USA, Germany, China

Sugi Holdings Co., Ltd. is a leading company in the drugstore market sector in Japan. The company mainly imports medicines, health products, and cosmetics to expand the range in its stores.

The USA and Germany are significant suppliers of pharmaceutical products and health articles, while China plays an important role in supplying cosmetics and other health products. These countries are known for their advanced technologies and high-quality products, making them preferred partners for Sugi Holdings.

Sourcing from these countries enables Sugi Holdings to offer its customers a wide range of international products while integrating the latest trends and innovations in the health and cosmetics sector.

Market share in Japan: Approximately 5% (2023)
Revenue growth: 4.8% (2023)
EBITDA margin: 7.2% (2023)

Sugi Holdings Co., Ltd. is a significant player in the Japanese retail market, especially in the drugstore sector. The company benefits from a solid market share of about 5% in Japan, making it one of the leading companies in its industry. This position allows Sugi Holdings to benefit from economies of scale and to have a strong negotiating position with suppliers.

The revenue growth of 4.8% in 2023 shows that the company is able to expand in a competitive market environment. The EBITDA margin of 7.2% indicates an efficient cost structure that enables the company to operate profitably.

Another competitive advantage of Sugi Holdings is its strong brand awareness and consumer trust, supported by a wide network of stores and a diversified product range. This allows the company to foster customer loyalty and differentiate itself from competitors.

Overall, Sugi Holdings has a solid competitive advantage supported by its market position, operational efficiency, and brand strength. However, the company must continuously invest in innovation and customer experiences to maintain its position in a rapidly changing market.

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

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Sugi Holdings Co., Ltd. is around 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's stability and growth potential.

In 2024, there were no significant insider buys or sells. This could suggest that the management and other insiders are satisfied with the current company strategy and see no need to change their positions.

Market share of Sugi Holdings Co., Ltd.: 6.5% (2025, estimated)

Top competitors and their market shares:

1. Welcia Holdings Co., Ltd.: 8.2%
2. Matsumotokiyoshi Holdings Co., Ltd.: 7.9%
3. Tsuruha Holdings Inc.: 7.5%
4. Kokumin Co., Ltd.: 6.8%
5. Sugi Holdings Co., Ltd.: 6.5%
6. Create SD Holdings Co., Ltd.: 5.9%
7. Sun Drug Co., Ltd.: 5.4%
8. Ain Holdings Inc.: 4.8%
9. Cocokara Fine Inc.: 4.3%
10. Tomod's Inc.: 3.7%

Moat of Sugi Holdings Co., Ltd.:

Sugi Holdings Co., Ltd. has a moderate moat, mainly characterized by its strong regional presence and customer loyalty in certain areas of Japan. The company has built a reputation through a wide range of products and good customer service, contributing to customer loyalty.

Compared to leading competitors like Welcia Holdings and Matsumotokiyoshi, which have a more extensive store network and stronger national presence, the moat of Sugi Holdings is less pronounced. These competitors often have better purchasing conditions and a wider range of products, giving them a competitive advantage.

In summary, Sugi Holdings is strong in certain niche markets, but compared to the sector's leading companies, it has a weaker moat. Strategic initiatives for expansion and efficiency improvement could help reduce this disadvantage.

Revenue Growth: 8.5% (2024) Profit Growth: 7.2% (2024) Market Share in Retail: 12% (2024)

Sugi Holdings Co., Ltd. achieved solid revenue growth of 8.5% in 2024, attributed to successful expansion and a strong position in retail. The company has expanded its market share to 12%, indicating an effective market strategy and customer retention.

The profit growth of 7.2% shows that Sugi Holdings is not only able to increase its revenues but also operate efficiently to enhance profitability. These figures suggest that the company is well positioned to continue benefiting from retail demand.

Overall, Sugi Holdings Co., Ltd. appears to be an attractive investment opportunity, especially for investors interested in stable growth in the retail sector. The strong market position and continuous expansion could offer long-term positive returns.

Dividend Yield: 2.1% (2024)
Dividend History: Continuous payout for over 5 years

Sugi Holdings Co., Ltd. has been paying dividends in recent years and demonstrates a stable dividend policy. The dividend yield of 2.1% in 2024 indicates a moderate but reliable payout.

The company has a solid financial foundation and a continuous dividend history, pointing to a reliable payout. Analysts expect Sugi Holdings to maintain its dividend policy unless significant economic changes occur.