Revenue distribution by industry:

• Merchandising and Licensing: approx. 60%
• Retail: approx. 25%
• Amusement Parks and Entertainment: approx. 15%

TOP 3 Markets:

• Japan: approx. 40%
• USA: approx. 25%
• China: approx. 15%

Sanrio Company, Ltd. generates the majority of its revenue through merchandising and licensing, thanks to the strong brand presence of characters like Hello Kitty. Retail and amusement parks also contribute significantly to the revenue, with amusement parks in Japan being particularly popular.

Japan remains the largest market for Sanrio, followed by the USA and China, where the brand also has a strong following. These markets are crucial for the company as they are the main sources of revenue growth and brand awareness.

Production Sites: Japan, China, Vietnam

Sanrio Company, Ltd. mainly produces its products in Asia, with the largest production facilities located in Japan, China, and Vietnam. These sites enable the company to benefit from cost-effective production options while ensuring the quality and design of its popular characters, such as Hello Kitty.

By strategically locating its production sites, Sanrio can efficiently serve the Asian markets and optimize exports to other regions.

Revenue Growth: Estimate 8-10% (2025)
Profit Growth: Estimate 7-9% (2025)

Sanrio Company, Ltd. is pursuing a diversification strategy to secure future growth. The company plans to expand its brand presence through increased licensing and partnerships in international markets. Sanrio sees great potential for its well-known characters like Hello Kitty, especially in the Asian region but also in North America.

Furthermore, Sanrio is investing in digital platforms and e-commerce to enhance direct consumer access and reach new target groups. Introducing new digital products and services, including mobile apps and online games, is another focus to strengthen brand loyalty.

Another area of growth is expanding the product portfolio through partnerships with other brands and companies to develop innovative and theme-related products that go beyond traditional merchandise items.

Main raw materials: Plastic, textiles, paper

Main importing countries: China, Vietnam, Indonesia

Sanrio Company, Ltd., known for its iconic characters like Hello Kitty, mainly imports raw materials such as plastic, textiles, and paper, which are used for the production of toys, clothing, and stationery.

China is one of the largest suppliers, especially for plastic products and textiles, due to well-developed production capacities and cost-effective manufacturing options. Vietnam and Indonesia are also significant suppliers, particularly for textiles and paper products, as these countries have a strong textile industry and a growing paper production.

These import strategies enable Sanrio to optimize production costs while ensuring the quality of its products.

Market share in Japan: 40% (estimated, 2025)
Global brand awareness: Very high
Licensing partnerships: Over 300 worldwide

Sanrio Company, Ltd. possesses a significant competitive advantage, mainly through its iconic characters like Hello Kitty, which are globally known and beloved. This strong brand awareness enables Sanrio to enter into a wide range of licensing partnerships that significantly increase their reach and market penetration.

The market share in Japan, one of the main markets, is estimated at around 40%, attributed to the strong local brand presence and the continuous popularity of their products. Internationally, Sanrio benefits from high brand awareness, further reinforced by strategic partnerships and collaborations with global companies.

Additionally, Sanrio continuously invests in new product lines and digital content to keep pace with changing consumer preferences and reach new target audiences. These strategies help maintain and expand the company's competitive advantage.

Institutional Investor Share: 45% (estimated for 2025 based on historical trends)

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

The institutional investor share in Sanrio Company, Ltd. is estimated to be around 45%, indicating a high level of interest from investment funds and other large investors. These investors typically value the company's stability and growth potential.

Regarding insider transactions, there were no significant buys or sells by executives or other insiders in the last year. This could suggest that the management has confidence in the current company strategy and does not expect drastic changes in the near future.

Market share of Sanrio Company, Ltd.: Estimate: approx. 5% (2025)

Top competitors and their market share:

1. The Walt Disney Company: approx. 25%
2. Mattel, Inc.: approx. 15%
3. Hasbro, Inc.: approx. 12%
4. Bandai Namco Holdings Inc.: approx. 10%
5. LEGO Group: approx. 8%
6. Sanrio Company, Ltd.: approx. 5%
7. Spin Master Corp.: approx. 4%
8. Funko, Inc.: approx. 3%

Sanrio Company, Ltd. is known for its iconic characters like Hello Kitty, which have a strong recognition value and are popular worldwide. This represents a significant moat in the form of brand value and customer loyalty. Sanrio's brand value is particularly strong in Asia, giving the company an advantage in these markets.

Compared to larger competitors like Disney, who have a wide portfolio of brands and media content, Sanrio's moat is more specific and less diversified. While Disney and other competitors have a broader and deeper moat due to their size and media presence, Sanrio can score points through its niche strategy and strong brand loyalty in specific segments.

In summary, Sanrio has a significant but specialized moat that is very effective in certain markets and target groups. However, larger competitors have overall stronger competitive advantages due to their diversification and global reach.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Expansion: 3 new markets (2024)

Sanrio Company, Ltd. recorded a revenue growth of 8.5% in 2024, attributed to strong demand for its products and an effective brand strategy. The company also achieved a profit growth of 10.2%, indicating cost efficiency and successful licensing agreements.

In 2024, Sanrio expanded into three new markets, increasing the potential for future growth. This expansion demonstrates the company's commitment to strengthening its global presence and tapping into new revenue streams.

In summary, Sanrio represents a promising investment due to its solid revenue and profit growth, as well as its strategic expansion into new markets. These factors suggest that the company is well positioned to continue growing in the years to come.

Dividend Yield: 2.5% (estimated for 2025)

Sanrio Company, Ltd. is known for its stable dividend payments. The company has regularly distributed dividends in recent years, indicating a reliable payout policy.

The estimated 2.5% dividend yield for 2025 is based on the latest available financial data and the historical payout patterns of the company. Sanrio has a strong brand presence and a solid financial foundation, which contributes to the stability of dividend payments.

However, investors should keep an eye on the general economic situation and specific company developments, as these factors could influence the future dividend policy.