Raccoon Holdings

Basic Information

Stock Code: 3031
Industry: Information and Communications
Category Detail: Internet Site Operations
Prefecture: Tokyo
Establishment Year: September 1995
Listing Year: April 2006
Official Website: https://www.raccoon.ne.jp/
TSE Information: TSE Information
Yahoo! Finance: Yahoo! Finance
Other Companies: Japan House Holdings, Like, Askul, MonotaRO, Beauty Garage, Pixsta, P Band Dot Com, Ateam Holdings, Medical Data Vision, Sun Asterisk, Asmark, M Mart, Raksul, Auto Server, Kusuri no Madoguchi, OOKABE GLASS, Mercuria Holdings, Koa Shoji Holdings

Overview

Raccoon Holdings is a leading company in the information and communications industry, established in 1995, with high competitiveness in operating BtoB e-commerce sites and credit guarantee services in Japan.

Current Situation

Raccoon Holdings achieved consolidated sales of approximately 2.98 billion yen, operating profit of 548 million yen, and net profit of 379 million yen in the fiscal year ended April 2019. Its flagship EC business 'SuperDelivery' supports direct transactions between retailers and manufacturers, boasting a high market share in the industry. In the financial business, it offers diverse services such as 'Paid' for invoice payment collection agency and 'URIHO' for accounts receivable guarantees targeted at SMEs, providing credit management risk reduction and cash flow support. Since transitioning to a holding company structure in 2018, it has promoted group reorganization and launched a rent guarantee service through its subsidiary Raccoon Rent. Management is stable and growth-oriented, with active shareholder returns including share buybacks. Moving forward, it aims to expand its revenue base through digitalization and strengthened services for SMEs, focusing on enhancing its presence on the Tokyo Stock Exchange Prime Market. It emphasizes solving social issues and pursues a strategy for sustainable business growth.

Trivia

Interesting Facts

Company named after resemblance of founder Isamu Ogata to a raccoon
Advanced from Mothers market to TSE Section 1 and now Prime Market
BtoB wholesale site SuperDelivery is industry-leading in scale
Selected multiple times as Best Company in Great Place to Work rankings
Holding company transition implemented in 2018 to improve management efficiency
SME-targeted URIHO accounts receivable guarantee is highly convenient online-only
Financial service Paid offers rare 100% credit risk guarantee
Founded in 1995, has near-veteran history among IT ventures
In 2020, subsidiary absorbed rent guarantee service to launch new business
Strength in differentiated service rollout in domestic wholesale sites
Representative Director Isamu Ogata has been core of management since founding
Approx. 170 employees leveraging advanced IT technology
Implemented large-scale share buyback in 2023 to boost market valuation
Headquarters in Nihonbashi, Chuo-ku, Tokyo with excellent access
Online order system features customizability for multiple industries

Hidden Connections

Former director Rin Kobayashi has episode related to company name origin
President interview garnered media attention during TSE market transition
Leverages synergies between subsidiaries for diverse financial services
Strengthening partnerships with peers and related companies
Founder holds over 33% of shares, contributing to management stability
Raccoon Holdings uniquely positioned as IT-related trading company
Contributes to industry credit creation through financial guarantee services
Representative Director Ogata started from small venture in Komae City in early entrepreneurship

Future Outlook

Growth Drivers

Expanding demand for digital order management among SMEs
Promotion of cashless and credit guarantee service adoption
Continued growth in online transactions post-COVID
Increased transaction volume from BtoB market expansion
Enhanced fundraising capability via improved corporate value on TSE Prime
Progress in business automation and efficiency via AI and RPA
Revenue diversification through new financial product development
Service improvements aligned with customer needs
Advanced internal ICT infrastructure
Brand value enhancement emphasizing ESG

Strategic Goals

Operate BtoB wholesale site with over 60% market share
Establish group structure with annual sales exceeding 10 billion yen
Complete digital transformation of all services
Achieve zero accidents and diversity promotion for enhanced employee satisfaction
Carbon neutral achievement and minimized environmental impact
Secure service quality with over 90% customer satisfaction
Strengthen global partnerships for overseas expansion
Increase treasury stock ratio to over 15% for enhanced shareholder returns
Strengthen customer base via industry-specialized service expansion
Promote open innovation through API integration platform construction

Business Segments

Wholesale and Procurement Support

Overview

Streamlines commercial transactions between retail stores and manufacturers online, supporting procurement operations.

Competitiveness

Achieves high convenience through industry-leading BtoB wholesale site and integrated cloud tools

Customers

Retail stores
SMEs
Apparel manufacturers
Miscellaneous goods manufacturers
Interior manufacturers

Products

SuperDelivery site
Wholesale product registration agency
Order management cloud tool COREC

Payment Agency and Credit Management

Overview

Handles inter-company transaction invoicing and collection processes, promoting credit risk reduction and cash flow stabilization.

Competitiveness

Eliminates uncollected payment risk with 100% credit guarantee and simple online services

Customers

SMEs
Wholesalers
Retailers
Business corporations

Products

Invoice payment agency service Paid
Credit management tools
Payment guarantee service URIHO

Accounts Receivable Guarantee Service

Overview

Compensates for uncollected payments due to bankruptcy or payment delays, contributing to stable business operations.

Competitiveness

Rapid response enabled by proprietary screening system and fully online services

Customers

SMEs
Corporate clients
Wholesalers
Retail companies
Financial institutions

Products

T&G Accounts Receivable Guarantee
URIHO Net Guarantee
Credit guarantee services

Business Rent Guarantee Service

Overview

Guarantees rent delinquency risk for stores and offices, supporting stable revenue for owners.

Competitiveness

Business-specialized guarantee products with high contract approval rates

Customers

Tenant businesses
Real estate owners
Store operators
Office management

Products

Raccoon Rent Rent Guarantee Service

Cloud Order Management System Provision

Overview

Unifies BtoB order management in the cloud to improve operational efficiency.

Competitiveness

Multi-industry compatibility and high customizability system design

Customers

Manufacturers
Wholesalers
Retailers
Logistics companies

Products

COREC Cloud System

Competitive Advantage

Strengths

Industry-leading BtoB wholesale online platform
Strength in financial services guaranteeing credit risk
Group synergy utilization through holding company structure
Advantageous headquarters location in Chuo-ku, Tokyo
Shareholder return stance via share buybacks
Diverse product lineup addressing SME needs
Operational efficiency via cloud services
Customer trust through full payment guarantees
Simplified procedures with fully online services
Strong support from SME customer base

Competitive Advantages

Industry-leading scale in BtoB with integrated wholesale and payment services
Specialized cash flow support with minimized risk credit guarantees
Convenient fully online accounts receivable guarantee service
Competitive edge from abundant trading partners and overwhelming product registrations
High technological and service development capabilities internally and externally
Stable customer support backed by financial strength
Flexible product deployment to specialty stores and mail-order channels
Organizational structure enabling rapid response to policy changes
Business model leveraging trust with trading partners
Promotion of ESG initiatives for sustainable management

Threats

Intensifying competition from entry by major EC platformers
Risk of service changes due to strengthened financial regulations
Fluctuations in customer base from SME market contraction
Threats from system failures and cybersecurity
Increased collection risk from economic changes
Economic stagnation from novel coronavirus and other social risks
Risk of losses from deficiencies in credit guarantee screening
Intensified price competition from competitors
Increased burdens from TSE Prime Market regulatory strengthening
Risk of failing to keep up with diversifying customer needs

Innovations

2022: Transition to Tokyo Stock Exchange Prime Market

Overview: Moved to Prime Market amid Tokyo Stock Exchange restructuring to enhance corporate value.
Impact: Improved market credibility and increased attention from institutional investors

2020: Launch of Business Rent Guarantee Service

Overview: Store and office rent delinquency guarantee service operational via subsidiary Raccoon Rent.
Impact: Established new revenue stream and achieved service diversification

2021: Enhanced Functionality of Cloud Order Tool COREC

Overview: Added numerous new features and integration APIs to improve user convenience.
Impact: Achieved improvements in customer usage and retention rates

2023: Strengthened Shareholder Returns via Share Buyback

Overview: Implemented up to 1.1 billion yen share buyback to enhance shareholder value.
Impact: Triggered stock price rise and increased investor confidence

Sustainability

Promoting paperless operations in business activities
Promoting regional revitalization through SME support
Office operations aimed at reducing environmental impact
Promoting diversity and creating comfortable workplaces
Strengthening sustainable procurement practices
Ongoing reinforcement of information security measures
Thorough protection of customer information privacy
Active participation in social contribution activities
Promoting compliance and ethical management
Cost reduction through digitalization of own products