Yume Tenbo

Basic Information

Stock Code
3185
Industry
Retail Industry
Category Detail
Mail Order & Online Shopping
Prefecture
Osaka Prefecture
Establishment Year
May 1998
Listing Year
July 2013
Official Website
https://www.dreamv.co.jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
RIZAP Group, Miratap, TENTIAL, Felissimo, J Escom, Defcon, yutori, Classicom, Scroll, Senhshukai, Asian S, Charle, Belluna

Overview

Yume Tenbo is an internet mail-order company established in 1998, specializing in women's apparel, and is a leading industry player with strengths in proprietary products targeted at a wide customer base from young women to young mothers, as well as mobile commerce.

Current Situation

Yume Tenbo recorded consolidated sales of approximately 7.8 billion yen for the fiscal year ended March 2020, with its head office in Osaka Prefecture and specializing in mail-order business. Its main products are one-piece dresses, pumps, and stretch suits, with the stretch suit boasting cumulative sales of over 100,000 sets and enjoying high popularity. Operations are primarily conducted through its own EC site and multiple online platforms such as Rakuten Market and Yahoo Shopping, with a focus on mobile commerce where mobile phone purchases predominate. It is advancing overseas expansion mainly in China through local subsidiaries, receiving financial support from the RIZAP Group while working to stabilize management. In recent years, it has expanded its business areas through group-internal acquisitions and subsidiarization, and is also tackling efficiency in product planning, such as integrating the number of brands. From a sustainability perspective, specific disclosures are limited, but in the long term, expansion of diverse sales channels serves as a growth driver. Future strategies focus on strengthening proprietary planning capabilities and establishing competitive superiority in domestic and international EC markets to expand the customer base.

Trivia

Interesting Facts

  • Early establishment of sales strategy specialized in mobile commerce
  • Stretch suit with cumulative sales exceeding 100,000 sets
  • Optimized brand resources by integrating from 15 brands to 4
  • Stabilized management base under RIZAP Group
  • Presence on numerous EC malls including Rakuten Market and Yahoo Shopping
  • Established multiple local subsidiaries in China to advance international expansion
  • Provides costumes for many TV dramas
  • Acquired Nissen Holdings subsidiary in 2017 to expand business
  • Originally started in 1998 with toy and miscellaneous goods sales
  • Stretch suit as main product serving as long-term hit
  • Strength in SNS marketing, gaining support from young demographic
  • Regional company headquartered in Ikeda City, Osaka Prefecture
  • Deploys mail-order business with overwhelmingly high mobile phone purchases
  • Offers many products in relatively affordable price ranges
  • Early entrant as net-exclusive women's fashion company

Hidden Connections

  • Aims for synergy effects by collaborating with parent RIZAP Group's fitness and health businesses
  • Plays core role in global EC strategy through establishment of Chinese local subsidiaries
  • Simultaneously gains product exposure and brand awareness through TV drama costume provision
  • Strengthened know-how and customer base through subsidiary acquisition from Nissen Holdings
  • Multi-brand deployment as strategic measure to address wide customer needs from youth to adults
  • Built collaborative relationships with platform operators such as Rakuten Market and Yahoo Shopping
  • Contributes to regional employment creation in Osaka and strengthens ties with local industries
  • Achieved long-term stable collaboration with logistics partners in mail-order business

Future Outlook

Growth Drivers

  • Continued expansion of domestic EC market
  • Increase in mobile commerce users
  • Expansion of online purchases for young women's fashion
  • Capture of emerging market demand through overseas expansion
  • Enhancement of brand power for proprietary planned products
  • Customer touchpoint expansion through multi-channel strategy
  • Utilization of group synergies and management resources
  • Advanced customer analysis using AI and data
  • Brand value enhancement through SDGs compliance
  • Strengthened cost competitiveness through logistics efficiency
  • Rapid response to diversifying consumer needs
  • Enhanced digital marketing

Strategic Goals

  • Achieve EC sales ratio of over 90%
  • Expand overseas sales ratio to over 20%
  • Build efficient operations through brand integration
  • Establish low-environmental-impact logistics network
  • Create corporate culture emphasizing diversity and inclusion
  • Improve purchasing experience through digital technology
  • Develop new markets and customer segments
  • Achieve 50% ratio of sustainability-certified products
  • Strengthen environmental measures at logistics bases
  • Promote work-life balance improvements for employees

Business Segments

Brand License Provision

Overview
Provides BtoB services including licensing of own brands and planning support.
Competitiveness
Planning expertise and brand deployment know-how
Customers
  • Fashion Retail Companies
  • Mail-Order Operators
  • Advertising Agencies
Products
  • Brand Licenses
  • Apparel Planning Consulting

OEM/ODM Manufacturing Outsourcing

Overview
Provides product planning and manufacturing outsourcing services for customer brands.
Competitiveness
Extensive apparel planning experience and network
Customers
  • Apparel Manufacturers
  • Retailers
Products
  • Apparel Planning
  • Manufacturing Management

Overseas Local Subsidiary Support

Overview
Supports operations of subsidiaries' mail-order sites centered in China and local hiring.
Competitiveness
Strengthened collaboration with local subsidiaries
Customers
  • Local Subsidiaries for Chinese Market
  • EC Platforms
Products
  • Local Mail-Order Site Operations
  • Marketing Support

Competitive Advantage

Strengths

  • Strength in proprietary planned products
  • Mobile commerce expertise
  • Target segmentation through multi-brand deployment
  • Financial support from RIZAP Group
  • Overseas expansion utilizing Chinese local subsidiaries
  • Broad customer base from young women to young mothers
  • Multi-channel EC deployment
  • Management efficiency through brand integration
  • Possesses hit products with over 100,000 cumulative sets sold
  • Utilization of diverse sales channels
  • Powerful combination of own site + Rakuten Market and Yahoo Shopping

Competitive Advantages

  • Specialized sales strategy centered on mobile phone users
  • Cumulative sales record of stretch suits unmatched by competitors
  • Stable capital base under RIZAP Group
  • Establishment of operational structure for local subsidiaries in Chinese market
  • Acceleration of planning and development through brand integration
  • Maximization of sales opportunities through multi-online market presence
  • Brand design specialized for young women
  • Rich lineup of popular brands
  • Business diversification through subsidiary acquisitions
  • Management strengthening through ongoing personnel refreshes
  • Increased awareness through costume provision for TV dramas

Threats

  • Intense price competition in the mail-order industry
  • Trend fluctuation risks in the fashion market
  • Customer dispersion due to diversifying lifestyles
  • Risks from changes in overseas local regulations
  • Upward pressure on logistics and raw material costs
  • Intensifying EC competitors
  • Decline in consumer sentiment due to economic fluctuations
  • Difficulty in maintaining brand value
  • Environment requiring advanced digital marketing
  • Increasing costs for acquiring new customers
  • Insufficient synergy with other group businesses

Innovations

2023: Planning Efficiency through Brand Integration

Overview
Integrated multiple brands into four, improving efficiency in product planning and marketing.
Impact
Shortened planning and development periods and reduced costs

2022: Mobile Commerce Enhancement

Overview
Implemented UI/UX overhaul and additional payment functions for smartphone users.
Impact
Increased smartphone sales to over 70% of total

2024: Expansion of Chinese Local Subsidiary EC Site

Overview
Renewed Chinese-language EC site and expanded product lineup.
Impact
Local sales up 20% year-over-year

2021: Launch of New Stretch Material Suits

Overview
Added new suits with proprietary highly stretchy material for improved comfort.
Impact
Improved customer satisfaction and increased repeat rate

2020: Enhanced Presence on Multiple Online Platforms

Overview
Advanced expansion of stores on Rakuten Market, Yahoo Shopping, and other EC sites.
Impact
Successfully expanded awareness and diversified sales channels

Sustainability

  • Introduction of recycled materials for packaging
  • Promotion of paperless operations to reduce environmental impact
  • Labor environment improvement activities at Chinese local subsidiaries
  • CO2 emission reductions through logistics efficiency
  • Internal initiatives for proper labor management and diversity promotion