TAYA
Basic Information
- Stock Code
- 4679
- Industry
- Services
- Category Detail
- Lifestyle Services
- Prefecture
- Tokyo
- Establishment Year
- September 1975
- Listing Year
- September 1997
- Official Website
- https://www.taya.co.jp/tww/company/
- TSE Information
- TSE Information
- Yahoo! Finance
- Yahoo! Finance
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Overview
TAYA is a leading hair salon chain founded in 1975, a top-class domestic beauty services company strong in deploying multiple brands and operating directly managed stores.
Current Situation
TAYA recorded net sales of approximately 6.78 billion yen for the fiscal year ended March 2021, but posted an operating loss of about 1.28 billion yen. Centered on its main brand 'TAYA,' it operates directly managed beauty salons primarily in the Tokyo metropolitan area and Kyushu. Due to the COVID-19 pandemic, customer numbers declined, putting performance in a challenging situation, but in 2021 it implemented the structural reform plan 'T9,' involving store closures and operational efficiency improvements. In 2024, it refreshed its brand logo to enhance its image and strengthen customer relationships. Through direct management operations and the development and sale of in-house products, it diversifies revenue sources to cope with intensifying industry competition. Following a management change, it is advancing a medium-term strategy for reconstruction and sustainable growth. Further expansion in sustainability initiatives is anticipated going forward.
Trivia
Interesting Facts
- Founder opened the beauty salon on the day of the 1964 Tokyo Olympics opening ceremony.
- 'TAYA' brand operates approximately 80 directly managed stores nationwide.
- First low-price salon 'Shampoo' opened in Fukuoka Prefecture.
- Multiple participations in the International Hairdressing Contest since 1988.
- Sells in-house products on Rakuten Market and Yahoo! Shopping.
- Self-publishes membership magazine 'MARIQUITA.'
- Refreshed brand logo in 2024, adopting the kanji '人' (person) as motif.
- Implemented president change and management reconstruction plan in 2022.
- Founder and Honorary Chairman Tetsuya Taya passed away at age 81 in 2022.
- Deploys OMO strategy linking online shop and physical stores.
Hidden Connections
- Founder Tetsuya Taya contributed to international exchanges in Japan's beauty industry, hosting beauty contests in Asian cities.
- Beauty wig business deeply collaborates with medical institutions, contributing to cancer patient support.
- Low-price format 'Shampoo' created new markets rooted in local communities.
- Direct management store expansion supports nationwide employment and contributes to talent development in the beauty industry.
- The logo from brand refresh embodies 'person-to-person' meaning, representing the core corporate culture.
- Early advancement in EC-store sales fusion via Rakuten Market entry.
- International contest participation also serves as bridge for technical improvement and overseas expansion.
- President change during reconstruction period has enhanced management centripetal force.
Future Outlook
Growth Drivers
- Improved reservation and sales convenience through digitalization
- Expansion of freelancer hair stylist market and strengthened collaborations
- Increased demand for medical wigs due to aging society
- Store expansion in regions beyond Tokyo metropolitan area
- Revenue diversification through new in-house product development
- Strengthened talent development and education in the beauty industry
- Growing demand for sustainable materials and services
- Customer loyalty enhancement through online community building
- International expansion and brand strengthening of beauty techniques
- Increased demand for health-oriented supplements
- Active utilization and reinforcement of EC sales channels
- Promotion of collaborations with government regional revitalization support
Strategic Goals
- Achieve 150+ directly managed stores nationwide
- Comprehensive improvement in brand recognition and customer satisfaction
- Sustainable beauty products accounting for over 50% of sales
- 30% operational efficiency improvement in stores via DX promotion
- Secure top domestic market share in medical wig market
- Expansion of freelancer hair stylist store network
- Ensure stable profits through revenue structure diversification
- Enhancement of community-collaborative beauty technology education infrastructure
- Advancement of differentiation through futuristic beauty services
- Social value creation via strengthened ties with local governments and communities
Business Segments
Hair Salon Operation Support
- Overview
- Services supporting the operation and quality management of directly managed beauty salons.
- Competitiveness
- Long-accumulated directly managed know-how and education system
- Customers
-
- Directly Managed Store Operations Division
- Area Managers
- Staff Training Division
- Training Center
- Products
-
- Beauty Technique Guidance
- Staff Training Programs
- Store Operation Systems
- Store Decoration and Equipment Management
Beauty Product Development and Wholesale
- Overview
- Manufactures and sells in-house brands and OEM products.
- Competitiveness
- Proprietary technological development capabilities and brand strength
- Customers
-
- Directly Managed Stores
- Hair Salon Chains
- Cosmetics Retail Stores
- Online Stores
- Products
-
- Hair Care Products
- Skin Care Products
- Wig Products
- Beauty Cosmetics
IT Solutions Provision
- Overview
- Develops and provides IT services for beauty salons.
- Competitiveness
- Proven system development tailored to the industry
- Customers
-
- Own Beauty Salons
- Freelance Hair Stylists
- Small Beauty Salons
- Products
-
- Reservation Management System
- Customer Management Tools
- Online Shop Platform
Beauty Training and Event Business
- Overview
- Conducts training sessions and events for improving hair stylist skills.
- Competitiveness
- Planning of international contests in collaboration with Asia
- Customers
-
- Hair Stylists
- Beauty Vocational Schools
- Beauty Industry Associations
- Products
-
- Hair Makeup Training
- Technical Contest Operations
- Industry Seminars
Wig Sales and Maintenance
- Overview
- Provides high-quality wigs centered on medical applications.
- Competitiveness
- Product development tailored to medical site needs
- Customers
-
- Hospitals and Clinics
- Beauty Salon Customers
- Medical Wig Users
- Products
-
- Medical Wigs
- Maintenance Services
- Custom Orders
Competitive Advantage
Strengths
- Strong directly managed store network in Tokyo metropolitan area and Kyushu
- Broad customer base through diverse brand deployments
- Revenue diversification through ownership of in-house developed products
- Long track record in the beauty industry and trusted brands
- Convenient reservations via active digitalization
- Improved staff technical skills through education programs
- Swift response to management structural reforms
- Provision of community-oriented services
- Diverse B2B business deployments
- Nationwide brand recognition and awareness
- Coexistence of new brands and low-price formats
- Operation of a robust customer membership organization
- Active specialized creative team
- Multilingual support and training of overseas-experienced staff
- Flexible talent recruitment and freelancer support
Competitive Advantages
- Diverse brand strategy accommodating wide price ranges
- Stable store service quality through direct management
- Early introduction of online reservation systems
- Industry-leading staff education and technical succession know-how
- Added value provision through in-house product development and sales
- Optimized store deployment considering regional characteristics
- Ongoing participation in international beauty contests to highlight technical prowess
- Flexible store configurations responding to new customer needs
- Immediate effectiveness of revenue improvements via structural reform plan
- Strengthened customer brand loyalty through brand renewal
- Differentiation via specialization in medical wig market
- Enhanced customer touchpoints through information magazines and apps
- Secured customer attraction via superior store location strategy
- Risk dispersion against market fluctuations through diversified service offerings
- Response to talent acquisition competition via freelancer support
Threats
- Customer traffic decline due to COVID-19
- Talent shortage and intensifying competition in the beauty industry
- Increase in low-price salons and freelance stylists
- Reduced consumer spending due to economic fluctuations
- Expansion of external competing beauty product brands
- Market contraction due to regional population decline
- Rise of online beauty services
- Profit margin pressure from rising raw material prices
- Cost increase risks from regulatory tightening
- Brand impact from changing social values
- Delayed adaptation to rapid IT technology changes
- Impact from competitors' aggressive M&A strategies
Innovations
2024: Brand Renewal and Logo Refresh
- Overview
- Changed brand logo to the authentic 'TAYA' to refresh the brand image.
- Impact
- Improved customer brand recognition and affinity.
2021: Implementation of Structural Reform Plan 'T9'
- Overview
- Advanced management reforms including closure of 33 stores and operational efficiency improvements.
- Impact
- Improved loss-making structure and enhanced business sustainability.
2020: Enhanced Online Reservation and Sales System
- Overview
- Introduced and expanded reservation management system 'Reservia' and official app.
- Impact
- Contributed to improved customer convenience and expanded online sales.
2022: Expansion of In-House Developed Wig Products
- Overview
- Strengthened manufacturing and sales of high-quality wigs for medical and beauty uses.
- Impact
- Established new revenue sources and expanded market share.
2023: Strengthened Deployment of Freelancer-Oriented Stores
- Overview
- Expanded free-contract stores nationwide to address talent shortage.
- Impact
- Succeeded in securing talent and diversifying services.
Sustainability
- Promotion of energy-saving equipment installation in stores
- Waste recycling rate improvement programs
- Promotion of eco-friendly beauty materials
- Support for beauty technology education in local communities
- Enhanced safety environment through thorough infection control measures