Held Its First IR Day: Value Chain Evolution and a Market-In Strategy

研报英文原文证据摘录

Held Its First IR Day: Value Chain Evolution and a Market-In Strategy

ocus on high value-add projects. (3) General Products &

Realty: in construction/real estate, focus on four priority areas (domestic development, North

America real estate, construction/infra, real estate after-business). Particularly sees upside in

real estate and automotive after-sales related business. (4) Machinery: diversified earnings

base across auto, construction machinery, industrial machinery, power/plant, aerospace, and

ships. Expands earnings through “earn, cut, prevent,” approach, strategic investments, weaker

yen, and themes such as renewables and defense. Currently focusing on ammonia fuel as a

decarbonized fuel.

Practice of market-in: (1) Textiles: comprehensive value chain that covers all segment of

the textile industry, from upstream to downstream. Strong market-in approach capturing

consumer needs quickly and linking to product development. Over 200 sublicensees and

~300 directly operated stores. Uses retail/consumer feedback in product development; will

also expand shoe development/sales leveraging brand synergies. (2) Food: strengthens

downstream-driven value chain based on market-in approach. Through FamilyMart and

~2,000 partners, captures consumer needs in real time and links to product creation.

Emphasizes hands-on management with the partners.

Data-driven value creation: (1) ICT & Finance: leverages primary on-site data/know-how

and deep process understanding as a competitive advantage—“live data” beyond AI. Provides

optimal solutions including AI to address customer needs. (2) No.8: develops retail media via

FamilyMart (FamiPay, digital signage), using purchasing data and retail media to drive sales

promotion and create new business opportunities.