Kakuyasu Group

Basic Information

Stock Code
7686
Industry
Wholesale
Category Detail
General Merchandise & Food Retailers
Prefecture
Tokyo
Establishment Year
June 1982
Listing Year
December 2019
Official Website
https://www.kakuyasu-group.co.jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Maruo Cal, PB System, L.I.E.H., Ichizo, Acceed Holdings, Yamaya

Overview

Kakuyasu Group is a leading holding company in the industry founded in 1921, centering on retail and delivery of alcoholic beverages and food, with same-day delivery service as its key strength, expanding widely across the Kanto and Kansai regions.

Current Situation

Kakuyasu Group recorded consolidated net sales of approximately 129.4 billion yen and operating profit of approximately 2.8 billion yen for the fiscal year ended March 2024, demonstrating stable growth. It primarily operates beverage retail and home delivery services centered in Tokyo Metropolitan area, continuing to expand delivery coverage nationwide. In the increasingly competitive alcoholic beverage retail market, it differentiates through rapid delivery and diverse product assortments, while expanding business-use sales to izakayas and restaurants. IT utilization for order efficiency improvements and optimal sales base configurations contribute to logistics cost reductions. After transitioning to a holding company structure in 2020, it promotes synergy creation via subsidiary integration and brand value enhancement. Since 2021, it has expanded consumer touchpoints through TV commercials and strengthened online order support like Rakuten Delivery, while maintaining community-rooted services. Looking ahead, it positions EC market expansion and health-oriented product lineup enhancements as growth drivers, advancing organizational strengthening ahead of the 2025 company name change.

Trivia

Interesting Facts

  • Founded in 1921 with over 100 years of history.
  • Pioneered industry single-bottle free home delivery service.
  • Adheres to 1.2 km delivery radius and maintains optimal number of stores.
  • Has featured the popular comedy duo Banana Man in CMs since 2021.
  • Advances organizational reform through holding company transition.
  • Strengthens online sales via Rakuten Delivery collaboration.
  • Head office located in Toshima, Kita-ku, Tokyo.
  • Embraces numerous subsidiaries for diversified operations.
  • Listed on Tokyo Stock Exchange Standard Market in December 2019.
  • Name 'Kakuyasu' derives from founder-related 'Kaku-masu' and 'Yasuzo'.
  • Scheduled to change name to 'Hitomairu Co., Ltd.' in July 2025.
  • Employee stock ownership association holds 4.54% of shares.
  • Conducts deliveries to apartment complexes using light vehicles and carts.
  • Acquired Sanno, a business alcohol sales company, for business expansion.
  • President has appeared on TV Tokyo's 'Cambria Palace'.

Hidden Connections

  • Itochu Foods and Mitsubishi Foods participated in capital via third-party allotment.
  • SKY Group Holdings positioned as parent holding company.
  • Uniquely implements delivery area settings tailored to suburban housing complexes.
  • Deep historical ties to founder's hometown Toshima, Kita-ku.
  • Rakuten Delivery collaboration is an advanced initiative in the industry.
  • Transitioned from Kakuyasu Co., Ltd. to holding company structure in 2020.
  • Shareholder relationships with multiple wholesale companies.
  • Influencer CMs as part of youth acquisition strategy.

Future Outlook

Growth Drivers

  • Expansion of same-day home delivery service amid rising demand in urban centers
  • Further development and strengthening of EC and online channels
  • Introduction of new categories like health-oriented and low-sugar alcoholic beverages
  • Cost reductions through logistics efficiency technologies
  • Flexible response to diversifying consumer needs
  • Stable revenue securing through business wholesale expansion
  • Expansion of stores and delivery networks in provincial areas
  • Customer acquisition via digital marketing
  • Synergy strengthening through holding company business strategies
  • Corporate value enhancement via sustainable environmental measures
  • Expected demand uplift post-COVID-19 normalization
  • Service quality improvement through talent development

Strategic Goals

  • Raise EC ratio to over 30% of total sales
  • Complete full transition to sustainable logistics system
  • Accelerate nationwide rollout of regionally rooted stores
  • Expand health and functional alcoholic beverage assortment 10-fold
  • Company-wide efforts toward carbon neutrality achievement
  • Aim for consolidated net sales exceeding 200 billion yen group-wide
  • Enhance customer satisfaction through faster and more diverse delivery services
  • Sophisticate sales strategies using AI and big data
  • Strengthen organizational power through diverse talent utilization
  • Achieve top-class nationwide brand recognition

Business Segments

Business Sales to Restaurants

Overview
Provides large-volume, stable supply of alcoholic beverages and food to dining establishments.
Competitiveness
Regionally rooted rapid delivery system
Customers
  • Izakaya Chains
  • Restaurants
  • Hotels
  • Cafes
  • Food and Beverage Outlets
Products
  • Alcoholic Beverage Wholesale
  • Food Wholesale
  • Banquet Set Sales

Support for Mass Retailers and Other Retail Stores

Overview
Provides efficient logistics and sales support to mass retailers.
Competitiveness
Operational strength of wide-area delivery network
Customers
  • Convenience Stores
  • Supermarkets
  • Drugstores
Products
  • Wholesale Delivery Service
  • POS Data Analysis Support

Supplier and Supply Chain Management

Overview
Proposes and manages supply chain efficiency improvements.
Competitiveness
Industry-specific IT solutions
Customers
  • Sake Breweries
  • Food Manufacturers
Products
  • Inventory Management System
  • Joint Purchasing Support

Logistics Center Operations

Overview
Handles management and operation of logistics bases.
Competitiveness
Optimization through in-house logistics control
Customers
  • Group-internal and External Shipping Bases
Products
  • Efficient Product Picking
  • Quality Management Support

Competitive Advantage

Strengths

  • Rapid same-day home delivery service
  • Wide-area delivery network
  • Regional closeness and customer needs responsiveness
  • Trusted brand recognition
  • Business diversification via holding company structure
  • Improved convenience of online orders
  • Abundant alcoholic beverages and food assortment
  • Strong relationships with trading partners
  • Continuous strategic transformation by management
  • High delivery efficiency logistics system
  • Diverse sales channel operations
  • Optimized delivery radius for regions
  • Stable financial foundation
  • Active subsidiary integration
  • Expanded consumer awareness

Competitive Advantages

  • Achieves faster delivery than competitors with 1.2 km radius delivery system
  • Possesses extensive store and delivery network in urban areas nationwide
  • Implements diverse online order support including Rakuten Delivery
  • Holding company structure enables group synergies
  • Strength in dual expansion of business-to-business and individual home delivery
  • Trading reliability and procurement power as industry major
  • Strong customer base backed by long-term brand trust
  • Optimal use of light cargo vehicles and trucks for delivery
  • Successful brand awareness improvement via TV CMs
  • Broad product lineup including food
  • Successfully captured home delivery demand during COVID-19
  • Progress in operational efficiency via consolidated subsidiary integration
  • Multi-channel development including Rakuten Delivery
  • Stable cash flow for sound finances
  • Flexible organizational response as holding company

Threats

  • Declining demand trend in alcoholic beverage market
  • Increase in home delivery competitors
  • Impact from regulatory changes
  • Risk of rising raw material and logistics costs
  • Challenges in responding to diversifying consumer preferences
  • Changes in online sales environment
  • Market shrinkage due to aging society
  • Distribution disruption risk from natural disasters
  • Profit margin decline from intensified competition
  • Delivery cost increase from rising fuel prices
  • Logistics efficiency decline from labor shortages
  • Potential tightening of logistics vehicle regulations

Innovations

2021: Strengthened Rakuten Delivery Integration

Overview
Improved online order convenience, contributing to same-day delivery service expansion.
Impact
30% increase in web orders, improved delivery efficiency

2020: Transition to Holding Company Structure and Subsidiary Integration

Overview
Promotes synergies through group management efficiency and business segmentation.
Impact
10% reduction in management costs

2022: Introduction of Delivery Radius Optimization System

Overview
Supports delivery burden reduction by optimizing delivery areas via data analysis.
Impact
15% improvement in delivery efficiency

2023: Brand Strengthening via TV Commercials

Overview
Launched TV CMs featuring celebrities to boost recognition.
Impact
20% increase in new customers

2024: Merger and Integration of Business Alcohol Sales Subsidiary

Overview
Merged Sanno and Dangami to achieve unified management of operational resources.
Impact
Operational cost reductions and unified brand strengthening

Sustainability

  • Promotion of renewable energy utilization
  • Fuel efficiency improvements for delivery vehicles to reduce environmental impact
  • Continuation of regionally rooted CSR activities
  • Resource recycling promotion and waste reduction
  • Creating a comfortable workplace for employees
  • Paper material reduction and digitalization promotion
  • Expansion of health-oriented products
  • Introduction of food loss reduction programs
  • Adoption of sustainable alcoholic beverage procurement policies
  • Strengthened safe driving education for traffic accident prevention
  • Enhanced collaboration with local communities
  • Promotion of diversity and inclusion