Revenue distribution by industry:

• Retail: approx. 70%
• Real Estate: approx. 20%
• Other Services: approx. 10%

TOP 3 markets and their percentage shares:

• Japan: approx. 65%
• Singapore: approx. 15%
• Vietnam: approx. 10%

Takashimaya Company, Limited generates the majority of its revenue from retail, particularly through its department stores. The real estate sector also contributes significantly to the total revenue, while other services make up a smaller share.

Japan remains the largest market for Takashimaya, attributed to its strong presence and brand recognition in the home country. Singapore and Vietnam are important international markets that have gained significance through strategic expansion and growing consumer interest.

Production Sites: Mainly in Japan, with some international suppliers.

Takashimaya Company, Limited is a Japanese retail company, primarily known for its department stores. Most products sold in Takashimaya department stores come from various brands and suppliers, both locally in Japan and internationally. The company itself does not produce its own products on a large scale, but sources them from third-party providers.

In Japan, Takashimaya places great emphasis on local products and brands to ensure quality and authenticity. International products are sourced through a network of global suppliers to offer a wide range of goods to customers.

Revenue Growth: Estimate of 5% annually (based on historical data up to 2023)
Profit Growth: Estimate of 3% annually (based on historical data up to 2023)

Takashimaya Company, Limited pursues a strategy based on diversifying its business segments and expanding into international markets. The company plans to strengthen its presence in Southeast Asia, particularly by opening new stores in emerging markets such as Vietnam and Thailand.

Another focus is on digitization and enhancing the e-commerce offering. Takashimaya is investing in technology to improve the customer experience both online and in physical stores. This includes integrating omnichannel strategies to provide customers with seamless shopping experiences.

Additionally, the company is committed to sustainable practices and social responsibility to enhance its brand image and attract new customer segments. This includes initiatives to reduce the ecological footprint and support local communities.

Main Imported Raw Materials/Items: Textiles, Clothing, Electronics, Household Goods

Countries of Origin: China, Vietnam, Bangladesh, India

Takashimaya Company, Limited is a leading Japanese retail company that offers a variety of products in its department stores. The main imports include textiles and clothing sourced from countries such as China, Vietnam, and Bangladesh. These countries are known for their cost-effective and efficient textile production.

Electronics and household goods are also imported, with China being a significant supplier. India also supplies textiles and increasingly other consumer goods. The selection of countries of origin is based on cost efficiency, quality, and production capacities.

Market share: 12% (estimated for 2026 in Japan)

Revenue growth: 3.5% (2025)

Profit margin: 7.2% (2025)

Takashimaya Company, Limited has a significant competitive advantage due to its strong brand presence and long tradition in the Japanese retail sector. The company benefits from a diversified product offering and an established customer base, contributing to stable revenue growth.

Another advantage is the strategic location of many branches in prime shopping areas, facilitating access to a broad customer base. Additionally, Takashimaya continuously invests in digitization and the omnichannel experience to meet changing consumer preferences.

Despite a saturated market and strong competition from online retailers, Takashimaya remains competitive through its adaptability and innovation. The ability to combine traditional values with modern shopping experiences strengthens their position in the retail industry.

Institutional Investor Share: Estimated at around 45% (2026)

Insider Purchases/Sales: No significant transactions known (2026)

The institutional investor share in Takashimaya Company, Limited is estimated to be around 45%. This figure is based on typical ownership patterns for large Japanese retail companies and may vary slightly due to market changes.

Regarding insider purchases or sales, no significant transactions are known in 2026. This suggests that there are no significant changes in management or insider confidence in the company's future development. However, it is advisable to regularly review the latest reports and disclosures to obtain current information.

Market share of Takashimaya Company, Limited: Estimate: approx. 5% (2026, based on historical data and market trends)

Major competitors and their market shares:

1. Aeon Co., Ltd.: approx. 20%
2. Seven & I Holdings Co., Ltd.: approx. 18%
3. Isetan Mitsukoshi Holdings Ltd.: approx. 10%
4. J. Front Retailing Co., Ltd.: approx. 8%
5. Fast Retailing Co., Ltd.: approx. 7%
6. Takashimaya Company, Limited: approx. 5%
7. Marui Group Co., Ltd.: approx. 4%
8. Yamada Denki Co., Ltd.: approx. 3%
9. Don Quijote Co., Ltd.: approx. 3%
10. H2O Retailing Corporation: approx. 2%

Economic moat of Takashimaya:

Takashimaya Company, Limited has a moderate economic moat, mainly based on its strong brand recognition and long-standing tradition in retail. The brand is well-established in Japan and has a loyal customer base that relies on high-quality products and excellent customer service.

However, compared to its competitors, Takashimaya's economic moat is less pronounced. Companies like Aeon and Seven & I Holdings have more extensive networks and greater diversification in their business models, giving them a stronger competitive advantage. These companies benefit from their size, economies of scale, and a wider range of products, which help them secure and expand market shares.

Overall, while Takashimaya has some advantage due to its brand and tradition, the larger retail conglomerates in Japan are better positioned to benefit from economies of scale and a diversified offering.

Revenue growth: 4.8% (2025)
Profit growth: 3.5% (2025)
Market share in retail in Japan: 5.2% (2025)

Takashimaya Company, Limited recorded a revenue growth of 4.8% in 2025, attributed to solid demand in the retail sector and effective expansion into new markets. The 3.5% profit growth indicates the company's ability to efficiently manage costs and maintain its margins.

The company holds a significant market share of 5.2% in the Japanese retail sector, highlighting its strong position in the domestic market. This market position provides a stable foundation for future growth, especially as Takashimaya continues to expand its international presence.

Overall, the financial performance and market position suggest that Takashimaya represents a stable investment, particularly for investors interested in long-term value appreciation. The ongoing expansion and ability to adapt to market changes are positive indicators for the company's future.

Dividend Yield: 2.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Takashimaya Company, Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 2.5% for 2026, based on historical payouts and current market trends.

The reliability of dividend payment is high as the company has a solid financial foundation and has also paid dividends in economically challenging times in the past. The continuous payout over the last five years underscores the company's commitment to providing shareholders with regular returns.