Marui Group

Basic Information

Stock Code
8252
Industry
Retail
Category Detail
General Merchandise & Food Retailers
Prefecture
Tokyo
Establishment Year
March 1937
Listing Year
April 1963
Official Website
https://www.0101maruigroup.co.jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Obayashi Corporation, J. Front Retailing, Mitsukoshi Isetan, Takashimaya, Matsuya, H2O Retailing, Kintetsu Department Store, Yamato, Saika-ya, Izutsuya, Sumitomo Realty & Development

Overview

Marui Group is a leading comprehensive retailer founded in 1937, centered in the Tokyo metropolitan area, developing retail and fintech businesses with strengths in its unique credit card operations.

Current Situation

Marui Group recorded consolidated sales of 2,178 billion yen and net profit of 21.4 billion yen for the fiscal year ended March 2023, maintaining a stable business foundation. With highly efficient store operations concentrated in the Tokyo metropolitan area as its base, it operates commercial facilities such as Marui stores and Modi, expanding its customer base. In the fintech business, centered on EPOS Card, it maintains competitiveness in the domestic card business market and focuses on developing sub-brands and new services. It also operates an anime business and is exploring new customer attraction methods. It is proactive in sustainability and regional contributions, fulfilling social responsibilities such as environmental measures and promoting employment for people with disabilities. In the future, it plans to strengthen customer engagement using digital technology, expand revenues from existing businesses, and diversify into related areas. It aims for stable growth while differentiating from competing stores.

Trivia

Interesting Facts

  • Historic retailer originating from installment sales
  • Produces its own anime CMs and other video content
  • Credit card membership numbers rank among the top in Japan
  • Store name 'Modi' has penetrated as Marui's new brand
  • 'EPOS Card' unique points program receives high praise
  • Anime business characterized by active participation in production committees
  • Achieves efficient store management specialized in Tokyo metropolitan area
  • Focuses on art projects with people with disabilities
  • Consolidated employee count of approximately 4,400
  • Holding company structure oversees diverse businesses
  • Early promotion of collaboration between online and physical stores
  • Securities business tsumiki Securities under group umbrella
  • Deploys unique fashion logistics services
  • Implements customer attraction measures linked with local events
  • Founder Aoi family has succeeded management for three generations

Hidden Connections

  • Builds close ties with Toho Film Division through anime investments
  • Disability support and art fusion project receives high social acclaim
  • Many trust banks as major shareholders, strengthening ties with trust operations
  • Strong partnership with Credit Saison in card business
  • Marui stores collaborate with Marui Kit Center logistics for rapid procurement
  • Holding company system improves subsidiary management efficiency
  • Collaborates with major companies like TOHO animation in anime-related business
  • Selected as a constituent of JPX-Nikkei Index 400 in stock market

Future Outlook

Growth Drivers

  • Continued efficient store expansion specialized in Tokyo metropolitan area
  • Deepening customer experience through digital technology utilization
  • Development of new services in fintech field
  • Strengthened collaboration with anime and other content businesses
  • Advancement of sustainability-focused management
  • Brand strengthening through co-creation with local communities
  • Promotion of cashless payment adoption
  • Marketing expansion to diverse customer segments
  • Improved market responsiveness via omni-channel strategy
  • Development and sales expansion of high value-added products

Strategic Goals

  • Completion of store digital transformation
  • Achieve top domestic share in card services
  • Reach annual sales of 3 billion yen in anime/content business
  • Acquire industry-leading results in environmental load reduction
  • Raise disability employment rate to industry highest level
  • Secure over 15% of total sales from new businesses
  • Strengthen social value creation through regional collaboration
  • Improve and stabilize profitability across the group
  • Lead promotion of sustainable fashion
  • Maintain industry top-class employee satisfaction

Business Segments

Retail Store Operations Support

Overview
Provides comprehensive operations and store support for commercial facilities.
Competitiveness
Extensive retail operations know-how and group synergy
Customers
  • Major Fashion Brands
  • Tenant Store Operators
  • Advertising Agencies
  • Commercial Facility Owners
Products
  • Store Planning and Design
  • Interior Construction
  • Sales Promotion Advertising
  • Logistics Services

Card Services Related Business

Overview
Deploys diverse related services centered on credit cards.
Competitiveness
Strong integration of customer base and IT technology
Customers
  • Individual Customers
  • Affiliated Retail Stores
  • Financial Institutions
  • Corporate Entities
Products
  • Credit Card Issuance
  • Short-term Insurance
  • Debt Collection Services
  • Points Services

Real Estate Leasing and Management

Overview
Provides real estate leasing and management services for commercial facilities, etc.
Competitiveness
Linkage with group's store network
Customers
  • Lease Contract Parties
  • Real Estate Investors
  • Related Facility Management Companies
Products
  • Leasing Brokerage Services
  • Real Estate Portal Operations
  • Building Management and Maintenance

Anime Content Investment and Production Support

Overview
Supports customer attraction through anime-related funding and promotional collaboration.
Competitiveness
Potential for direct utilization in store customer attraction
Customers
  • Anime Production Companies
  • Production Committee Members
  • Distributors
Products
  • Production Committee Investments
  • Event Planning and Operations
  • Promotional Materials Sales

Competitive Advantage

Strengths

  • Efficient store network centered in the Tokyo metropolitan area
  • High competitiveness in credit card business
  • Risk diversification through diversified business operations
  • Proactive development of new businesses like anime
  • Long-standing brand trust
  • Strong customer base and EPOS Card membership numbers
  • High-quality service provision
  • Promotion of synergies within the group businesses
  • Stable financial foundation
  • Advanced IT utilization

Competitive Advantages

  • Low-cost operations through efficient store management concentrated in the Tokyo metropolitan area
  • Unique points program and affiliated store network in EPOS Card
  • Broad business areas from commercial facility operations to financial services
  • Success in acquiring new young customers through anime business
  • Diverse revenue sources from enriched BtoB services
  • Flexible management strategy advancement via holding company structure
  • Stable financial position and capital strength
  • Enhanced customer experience using digital technology
  • Strengthened CSR activities through collaboration with local communities
  • Customer convenience through provision of diverse payment methods

Threats

  • Intense price competition from competing department stores and retailers
  • Risk of sales decline due to changes in young people's consumption behavior
  • Intensified competition from new entrants in the fintech industry
  • Impact of strengthened legal regulations on consumer credit management
  • Decline in competitiveness due to delays in digital technology adoption
  • Destabilization of consumer sentiment due to economic fluctuations
  • Volatility risks in urban real estate leasing market
  • Risk of business interruption from natural disasters or social changes
  • Security risks such as customer data leaks
  • Potential market contraction due to population decline

Innovations

2024: Enhancement of Digital Payment Platform

Overview
Significantly updated smartphone payment functions of EPOS Card to improve convenience.
Impact
Customer usage rate improved by about 15%, contributing to increased payment volume

2023: Expansion of Active Investments in Anime Business

Overview
Increased investments in new anime projects, contributing to store customer attraction and brand value enhancement.
Impact
Success in acquiring new young customers

2022: Full IT Infrastructure Renewal Project

Overview
Cloud-migrated core systems to enhance operational efficiency and security.
Impact
20% reduction in operating costs, lower incident occurrence rate

2021: Implementation of Contactless Store Services

Overview
Introduced touchless payments and AI registers in stores to strengthen COVID-19 measures.
Impact
Contributed to improved customer satisfaction and sales maintenance

2020: Launch of Sustainable Fashion Project

Overview
Promoted handling and dissemination of environmentally considerate fashion products.
Impact
Expanded acquisition of eco-conscious customer segments

Sustainability

  • Promotion of energy-saving equipment updates in stores
  • Improvement of employment rate for people with disabilities and support for retention
  • Environmental protection activities in collaboration with local communities
  • Plastic reduction through promotion of eco-bags
  • Establishment of internal systems to promote diversity
  • Establishment of fund aimed at supporting socially vulnerable groups
  • Ongoing environmental impact assessment and disclosure
  • Expansion of sustainable fashion
  • Store operations mindful of circular economy
  • Expansion of clean energy-derived electricity usage