Alleanza Holdings Co., Ltd.
3546・Prime Market・Retail Trade
DAIYU8
Fukushima-based home center operator. Second-largest revenue segment within the group.
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (based on sales to external customers) | ¥45,513 million | ¥46,107 million | ↓ |
| Segment revenue (total including intersegment sales) | ¥46,256 million | ¥46,907 million | ↓ |
| Segment profit (operating income) | ¥1,629 million | ¥581 million | ↑ |
| Depreciation and amortization | ¥1,163 million | ¥1,216 million | ↓ |
| Increase in property, plant and equipment and intangible assets | ¥552 million | ¥1,454 million | ↓ |
| Existing-store customer count, year-on-year (Home Center Business) | -4.9% | -2.7% | ↓ |
| Existing-store average spend per customer, year-on-year (Home Center Business) | +0.2% | ― | ↑ |
| Existing-store sales, year-on-year (Home Center Business) | -4.7% | -0.9% | ↓ |
| Impairment loss | ¥35 million | ¥464 million | ↓ |
Business Details
A business segment centered on Home Center "DAIYU8" operated by DAIYU8 Co., Ltd. Mainly deployed in the Tohoku and North Kanto areas, including Fukushima and Tochigi prefectures, with gardening, agricultural materials, and home-needs products as its core offerings. The segment also operates the Renovation Business and EC Business, functioning as a comprehensive, community-based home center. Segment revenue for FY2026 (ending March 2026) was ¥46,256 million, accounting for approximately 29% of the group total.
Recent Overview
Despite lower sales, operating income increased 180.2% year on year owing to substantial cost improvements and reduced impairment.
Segment revenue for FY2026 (ending March 2026) decreased 1.4% year on year to ¥46,256 million, but segment profit (operating income) increased significantly by 180.2% year on year to ¥1,629 million. Existing-store sales decreased 4.7% due to a 4.9% decline in customer count, but selling, general and administrative expenses decreased year on year through cost control activities. Impairment loss also decreased substantially, from ¥464 million in the prior period to ¥35 million. The 50th Anniversary Grand Founding Festival was held four times a year, boosting sales during the campaign periods. Sales in the EC Business also continued to grow. During the period, one new store (an Other specialty store, a pro-shop for craftsmen) was opened, and eight stores were closed.
Key Products
Growth Drivers
- Improving gross margin by raising the sales ratio of PB products (target: 20%)
- Continued expansion of EC Business transaction value (same-day shipping, expanded product lineup)
- Customer traffic measures through existing-store renovations and enhanced sales promotion (leveraging large-scale events such as the 50th Anniversary Grand Founding Festival)
- Reduction of selling, general and administrative expenses through cost control activities
- Achieving appropriate pricing aligned with market prices to curb unnecessary markdowns and improve profitability
Risks
- Continued decline in customer traffic (existing-store customer count for FY2026 (ending March 2026) down 4.9% year on year, worsening from -2.7% in the prior period)
- Decline in items purchased per customer due to consumers' thrift-oriented and spending-restraint behavior
- Rising costs for labor, delivery, cashless payment fees, EC site sales commissions, etc.
- Risk of sales fluctuation in seasonal products (gardening, agricultural materials, heating-related products, etc.) due to weather factors
- Risk of impairment losses (reduced to ¥35 million in FY2026 (ending March 2026), but continued monitoring is needed)
Last updated: May 26, 2026