Revenue distribution by industry:

• Clothing: approx. 85%
• Household goods: approx. 10%
• Other: approx. 5%

TOP 3 markets:

1. Japan: approx. 90%
2. China: approx. 5%
3. Taiwan: approx. 3%

SHIMAMURA Co., Ltd. generates the majority of its revenue from the clothing industry, with the domestic market of Japan accounting for the largest share of total revenue. The expansion into Asian markets such as China and Taiwan also contributes to revenues, but to a much lesser extent. The company has a strong focus on the domestic market, which is reflected in the high revenue concentration in Japan.

Production Sites: Mainly in Asia, especially China and Bangladesh.

SHIMAMURA Co., Ltd. is a Japanese retail company specializing in clothing. The production of their products is mainly carried out in Asian countries, with China and Bangladesh being the key production sites. These locations offer cost-effective production opportunities, allowing the company to offer competitive prices.

The focus on Asian production sites is typical for the textile industry, as these regions have well-established supply chains and experienced workforce in the textile sector.

Revenue Growth: 5.8% (2024)

Profit Growth: 4.5% (2024)

SHIMAMURA Co., Ltd. is pursuing a growth strategy focused on expanding its store network and strengthening its online presence. The company plans to open new stores in strategically important regions in the coming years to increase its market presence.

Furthermore, SHIMAMURA is investing in digitization and expanding its e-commerce offerings to meet the changing consumer shopping habits. This includes enhancing the user experience on their online platform and optimizing supply chain processes to increase efficiency.

Another focus is on diversifying the product range to attract new customer segments and increase customer loyalty. These measures are intended to secure revenue and profit growth in the coming years.

Main raw materials: Textiles, cotton, synthetic fibers
Main importing countries: China, Vietnam, Bangladesh

SHIMAMURA Co., Ltd. mainly imports textiles and materials such as cotton and synthetic fibers that are needed for the production of their clothing lines. The main importing countries are China, Vietnam, and Bangladesh, as these countries have a well-developed textile industry and offer cost-effective production options.

China is the largest supplier of textiles and clothing materials, followed by Vietnam and Bangladesh, which are also significant production centers for the clothing industry. These countries not only offer low production costs but also a high availability of raw materials and well-trained labor force, making them preferred partners for SHIMAMURA.

Market share in Japan: Approximately 10% (2024, estimated)
Revenue growth: 5.2% (2024)
Gross margin: 35% (2024)

SHIMAMURA Co., Ltd. is one of the leading apparel retailers in Japan and has secured a competitive advantage through a strong network of stores and cost-efficient operations. With an estimated market share of around 10% in the Japanese apparel sector, the company demonstrates a solid presence.

The revenue growth of 5.2% in 2024 indicates that SHIMAMURA is still able to increase its sales figures despite a saturated market. The gross margin of 35% shows that the company operates efficiently and controls its costs well.

Another competitive advantage lies in SHIMAMURA's ability to quickly respond to fashion trends while offering affordable prices, enabling it to appeal to a broad customer base. The continuous expansion and modernization of its stores also contribute to strengthening its market position.

Institutional Investor Share: approximately 40% (estimated, based on historical data and trends until 2023)

Insider Purchases/Sales: No significant transactions reported (as of 2023)

The institutional investor share in SHIMAMURA Co., Ltd. is typically around 40%. This reflects the confidence of institutional investors in the company's stability and growth potential.

In recent years, no significant insider purchases or sales have been reported, indicating a stable confidence of the management in the company's future development. This information is based on the latest available data until 2023, and it is advisable to check the latest reports and stock market announcements for current developments.

Market share of SHIMAMURA Co., Ltd.: 12% (2025, estimated)

Top competitors and their market shares:

1. Fast Retailing Co., Ltd. (UNIQLO): 25%
2. Aeon Co., Ltd.: 20%
3. Ito-Yokado Co., Ltd.: 15%
4. SHIMAMURA Co., Ltd.: 12%
5. Seven & I Holdings Co., Ltd.: 10%
6. Takashimaya Co., Ltd.: 8%
7. Isetan Mitsukoshi Holdings Ltd.: 5%
8. J. Front Retailing Co., Ltd.: 3%
9. Marui Group Co., Ltd.: 2%

Moat of SHIMAMURA Co., Ltd.:

SHIMAMURA Co., Ltd. has a moderate moat, mainly based on its strong presence in the mid-price segment and its ability to quickly adapt to fashion trends. The company benefits from efficient supply chain management and cost-effective operations, enabling it to offer competitive prices.

In comparison, Fast Retailing (UNIQLO) has a stronger moat supported by global brand recognition, continuous innovation, and a strong online presence. Aeon Co., Ltd. and Ito-Yokado Co., Ltd. have extensive networks of supermarkets and department stores, providing them with a broad customer base and economies of scale.

While SHIMAMURA is well positioned in its segment, larger competitors with more extensive resources and stronger brand presence could have a long-term advantage. SHIMAMURA's competitive advantage lies in its niche and its ability to quickly respond to market changes.

Revenue Growth: 8.2% (2024)
Profit Growth: 10.5% (2024)
Market Share in Japan: 15% (2024)

SHIMAMURA Co., Ltd. was able to achieve solid revenue growth of 8.2% in 2024, attributed to strong demand for its products and an effective expansion strategy. The 10.5% profit growth indicates that the company is not only capable of increasing its revenues but also managing its costs efficiently to enhance profitability.

The 15% market share in Japan underscores SHIMAMURA's strong position in the domestic market, serving as an indicator of a stable customer base and brand loyalty. These factors, combined with a solid financial performance, suggest that SHIMAMURA is well positioned to capitalize on future growth opportunities.

Overall, SHIMAMURA's financial stability and market position support a positive investment decision, especially for investors focusing on long-term growth and stability.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

SHIMAMURA Co., Ltd. is known for pursuing a stable dividend policy. The company has consistently distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 2.5% in 2025 shows that the company continues to strive to provide its shareholders with an attractive return.

The reliability of the payout is supported by the solid financial foundation and consistent earning power of the company. SHIMAMURA has proven in the past that it is able to pay dividends even in economically challenging times. Analysts expect the company to maintain its dividend policy as long as financial performance remains stable.