YOMEISHU SEIZO CO., LTD.
2540・Prime Market・Foods
Yomeishu-related Business
The core segment comprising domestic and overseas manufacturing and sales centered on "Yomeishu," together with real estate and renewable energy income
| Period | Current | Previous | Change |
|---|---|---|---|
| Sales | ¥8,198 million | ¥8,766 million | ↓ |
| Segment profit | ¥2,484 million | ¥2,358 million | ↑ |
| Segment assets | ¥9,790 million | ¥9,844 million | ↓ |
| Depreciation | ¥378 million | ¥402 million | ↓ |
| Capital expenditure (increase in tangible/intangible fixed assets) | ¥267 million | ¥501 million | ↓ |
Business Details
This segment centers on the domestic and overseas manufacture and sale of "Yomeishu" and alcoholic beverages & food, and also handles electricity sales from solar power generation and real estate leasing. The main sales channels are retail stores via drugstores and wholesalers. Changes in consumption behavior driven by price increases have created headwinds for domestic "Yomeishu" sales, and sales continued to decline in FY2026 (ending March 2026). On the other hand, a review of sales promotion activities led to an improvement in segment profit compared to the previous period. Starting this fiscal year, external sales (sales through other companies' channels), previously included in "Kurasuwa-related Business," have been reclassified into "Alcoholic Beverages & Food."
Recent Overview
Despite lower sales, segment profit improved 5.3% year on year owing to reduced sales promotion expenses
Sales in the Yomeishu-related Business for FY2026 (ending March 2026) were ¥8,198 million (down 6.5% year on year). Domestic "Yomeishu" fell to ¥6,403 million (down 8.6% year on year) due to changes in consumption behavior driven by price increases, while Alcoholic Beverages & Food performed steadily at ¥1,167 million (up 9.2% year on year). As a result of the review of domestic "Yomeishu" sales promotion activities, advertising expenses were significantly reduced, and segment profit improved to ¥2,484 million (up 5.4% year on year). Capital expenditure was sharply reduced from ¥3,146 million in the previous period to ¥272 million.
Key Products
Growth Drivers
- Contribution to sales from steady performance of Alcoholic Beverages & Food (such as Kuromoji throat candy) and the reclassification of external sales
- Cost efficiency and improved segment profit resulting from a review of domestic "Yomeishu" sales promotion activities
- Stable earnings contribution from Real Estate Leasing & Solar Power Generation
- Business development leveraging digital technology and efforts to improve productivity
Risks
- Continued downward pressure on domestic "Yomeishu" sales from changes in consumption behavior driven by price increases
- Loss of growth opportunities due to the contraction of overseas operations (Taipei branch already closed)
- Risk of sales concentration among two major customers (Alfresa Healthcare Inc. and Ohki Co., Ltd.)
- Inventory valuation loss risk: valuation losses have been recorded due to orders falling short of food demand forecasts (¥49,582 thousand in FY2026, ending March 2026)
- With the tender offer by Reno Co., Ltd. having been completed, delisting is scheduled for June 18, 2026, and the medium-term management plan has already been withdrawn, leaving the medium- to long-term business strategy unclear
Last updated: June 25, 2026