dely

Basic Information

Stock Code
299A
Industry
Services
Category Detail
Content Production & Distribution
Prefecture
Tokyo
Establishment Year
April 2014
Listing Year
December 2024
Official Website
https://dely.jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Kukurebu, Groving, visumo, Moi, jig.jp, Cover

Overview

dely is a leading service industry company based in Minato-ku, Tokyo, founded in 2014, with its core business being the operation of recipe video platforms such as Kurashiru.

Current Situation

dely recorded net sales of approximately ¥9.9 billion and operating profit of approximately ¥2.3 billion for the fiscal year ended March 2024. Its flagship video recipe service 'Kurashiru' has exceeded 40 million downloads, growing into one of Japan's largest platforms. Related media 'TRILL' and the live streamer management business 'LIVEwith' are also expanding steadily, characterized by diversified service offerings. In 2024, it strengthened its business alliance with Mitsubishi Foods to promote the development of digital solutions for food retail. It also enhanced its security posture by obtaining ISMS certification. On the capital side, following its acquisition by LINE Yahoo, it has established a stable financial base. It plans to change its company name to 'Kurashiru Co., Ltd.' in 2025, consistent with its brand strategy. It aims to expand the market through the enhancement of digital content and diversification of services, accelerating mid- to long-term growth.

Trivia

Interesting Facts

  • Plans to change company name to brand name 'Kurashiru' in 2025.
  • Founder is a young president who started the business while attending Keio University.
  • Recipe videos boast the largest app download numbers in Japan.
  • Supports over 10,000 talents as a live streamer management agency.
  • Formed strategic partnership with major food industry player.
  • Certified under ISO/IEC 27001 and JIS Q 27001.
  • Deploys multiple services to promote digitalization of lifestyle-related areas.
  • Strong operational base as a LINE Yahoo group company.
  • Owns media specializing in women's lifestyle information.
  • Notable growth stock among companies listed on Japan's Growth Market.

Hidden Connections

  • Leverages synergies within LINE Yahoo group for promotion collaboration and strengthened digital advertising business.
  • Accelerates new market creation in food industry's digital shift through alliance with Mitsubishi Foods.
  • Achieves diversification of video distribution business through large-scale integrated operation of LIVEwith agency.
  • Cross-promotion via fusion of Kurashiru video distribution and TRILL lifestyle media.
  • Possible involvement of Kurashiru in disseminating regional food culture information centered on Miyazaki Prefecture.
  • ISO information security certification smooths inter-company collaborations, contributing to business expansion.
  • Clever service deployment strategy capturing smartphone penetration and rising health consciousness.
  • Founder's Keio University network supports fundraising and business expansion.

Future Outlook

Growth Drivers

  • Increasing digital media usage at home and abroad and growing video delivery demand.
  • Expansion of new service demand from DX promotion in food industry.
  • Rising demand for recipe videos due to health consciousness and time-saving needs.
  • Maturation of live streaming market and growth in live streamer management business.
  • Sales channel and customer base strengthening through enhanced group collaborations.
  • Advancement of personalized content delivery using AI.

Strategic Goals

  • Maintain and strengthen top domestic share of Kurashiru brand.
  • Lead market expansion as DX leader in food retail industry.
  • Maintain largest scale in domestic live streaming business and initiate overseas expansion.
  • Expand business areas through further collaborations inside and outside the group.
  • Maintain high information security standards with continuous improvements.
  • Thorough service development and operations considering sustainability.

Business Segments

Digital Advertising and Promotion Support

Overview
Provides promotion support services utilizing digital content for companies.
Competitiveness
Abundant user data and creative capabilities
Customers
  • Food Manufacturers
  • Retailers
  • Restaurant Chains
  • Advertising Agencies
  • Marketing Companies
Products
  • Video Ad Delivery Service
  • Promotion Campaign Planning
  • Affiliate Advertising
  • Data Analysis Service
  • Promotion Planning

Recruitment Services

Overview
Offers specialized recruitment services across diverse industries.
Competitiveness
High-quality matching linked to user base
Customers
  • IT Companies
  • Service Industry
  • Retail
  • Food and Beverage
  • Startups
Products
  • Job Matching
  • Career Counseling
  • Resume Creation Support
  • Job Ad Placement

Product Comparison and Recommendation Service

Overview
Provides comparison information to make it easier for consumers to choose products.
Competitiveness
Proprietary algorithms and video-linked evaluations
Customers
  • EC Site Operators
  • Manufacturers
  • Sales Channel Expanders
Products
  • Product Ranking System
  • Consumer Review Aggregation
  • Market Analysis

Live Streamer Management

Overview
Supports talent development and revenue maximization.
Competitiveness
Large and diverse live streamer network
Customers
  • Live Streamers
  • Advertisers
  • Event Organizers
Products
  • Talent Management
  • Promotion Planning
  • Event Operations

Food Retail DX Support

Overview
Provides solutions to promote digital transformation in food retail.
Competitiveness
Industry-specific expertise fused with digital technology
Customers
  • Food Manufacturers
  • Retail Chains
  • Logistics Providers
Products
  • Digital Sales Promotion Tools
  • Customer Behavior Analysis
  • Inventory Management System

Competitive Advantage

Strengths

  • Operation of Japan's largest recipe video platform
  • Stable revenue base from diversified services
  • Strong support from LINE Yahoo group capital
  • High user engagement and brand recognition
  • Advanced utilization of digital marketing and advertising technology
  • Diversification into recruitment and live streamer management
  • Acquisition of international security certifications
  • Advanced app development and UX design capabilities
  • Expertise in mass video content production
  • Cross-marketing through integration with lifestyle services
  • Business expansion via strategic alliance with Mitsubishi Foods
  • Customer data analysis and personalization measures
  • Specialization in specific lifestyle areas
  • Strong fan base for proprietary brands
  • Proven track record of rapid user growth

Competitive Advantages

  • Holds top share in Japan's recipe video platform market
  • Synergy effects from integrated video, media, and diverse services
  • Promotion and recruitment support leveraging group resources
  • Customer retention through proprietary points system and lifestyle support
  • Large-scale talent management in live streaming
  • User trust based on latest security certifications
  • Accelerated product introductions via alliances with major food industry players
  • Robust infrastructure for video production and fast delivery
  • Flexible service deployment across diverse business areas
  • High-precision recommendation functions based on user preference analysis
  • Strong capital and technology integration from SoftBank/LINE group
  • Fusion of marketing strength and brand communication
  • Online optimization of recruitment and talent support business
  • Strong brand recognition in women's lifestyle sector
  • Proven track record in creator economy support

Threats

  • Intensifying competition in video content market
  • Retention risks from changes in user preferences
  • Impacts from strengthened privacy protection regulations
  • Risks from changes in major related companies' strategies
  • Influence of economic fluctuations on digital ad market
  • Competition from new video streaming entrants
  • Need for rapid response to technological innovations
  • Intensifying talent acquisition competition
  • Diminishing effects from point service saturation among consumers
  • Potential strengthening of regulations in live streamer management
  • Risks from fluctuations in food industry supply chains
  • Platform dependency risks

Innovations

2024: Business Alliance with Mitsubishi Foods

Overview
Promoting digital transformation for food manufacturers and retailers.
Impact
Contributes to new business development and sales channel expansion

2024: ISMS ISO27001 Certification Obtained

Overview
Successfully strengthened information security management.
Impact
Improved trust from users and business partners

2023: Enhanced Creator Economy Support

Overview
Renewed video content production and delivery infrastructure for improved efficiency.
Impact
Increased content production volume and quality

2022: Kurashiru Official YouTube Channel Surpasses 1 Million Subscribers

Overview
Established brand value enhancement and new customer acquisition base.
Impact
Increased ad revenue and strengthened brand power

2023: Strengthened Live Streamer Management Business

Overview
Acquired ENLOOP, operator of LIVEwith, to expand scale.
Impact
Expanded business scope and revenue sources

Sustainability

  • Compliance with international information security standards and continuous improvement
  • Promoting sustainable consumption through digitalization support in food industry
  • Supporting improved quality of life through information for women
  • Supporting diverse work styles for live streamers and promoting welfare
  • Expansion of lifestyle support content for child-rearing generations
  • Business efficiency improvement and reduced environmental impact through digital technology