Pan Pacific International Holdings: Second ESG meeting: ‘Genryu‘ is the source of competitiveness

Research evidence excerpt

Pan Pacific International Holdings: Second ESG meeting: ‘Genryu‘ is the source of competitiveness

Global Research

1 July 2026ab

First Read

EquitiesPan Pacific International Holdings

Second ESG meeting: 'Genryu' is the source of Japan

competitiveness Retailers, Broadline

12-month rating Buy

12m price target ¥1,160.0

Summary

Pan Pacific International Holdings held an ESG briefing after the market close on 1 July

(JST). In this note, we summarise the implications from the briefing. Price (01 Jul 2026) ¥794

RIC: 7532.T BBG: 7532 JP

This is the company’s second ESG briefing

Trading data and key metrics

The company held its first ESG briefing on 3 July 2025, and this was the second briefing.

52-wk range ¥1,104-794

At the first ESG briefing, the topics covered were ESG management, human capital

Market cap. ¥2,370b/US$14.6b

management, promotion of diversity, supply chain management, and environmental

management. Speakers included Hitomi Ninomiya, Director and Executive Officer and Shares o/s 2,986m (ORD)

Head of the Diversity Management Committee at the time; Keiji Hayakawa, Executive Free float 86%

Officer and Head of the Sustainability Committee; Yoichi Kozai, Head of the Human Avg. daily volume ('000) 10,071

Resources Headquarters; and Yuichi Watanabe, Head of the IR Headquarters. At this Avg. daily value (m) ¥8,834.8

briefing, Yuichi Watanabe, Executive Officer and Head of the IR Headquarters, explained Common s/h equity (06/26E) ¥690b

the company's sustainability strategy in the long-term management plan, followed by a P/BV (06/26E) 3.4x

dialogue-style session with Yuichi Watanabe featuring Yuria Kondo, General Manager Net debt to EBITDA (06/26E) 0.8x

of the Million Star Branch, and Junpei Nishitani, Outside Director.

EPS (reported, basic) (¥)

UBS Cons.

Implication