Ame Kaze Taiyo, Inc.
5616・Growth Market・Information & Communication
Consumer Services
A relationship-population creation segment for consumers, combining direct-from-producer e-commerce, travel, and matchmaking
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue | ¥726 million | ¥754 million | ↓ |
| Operating profit | ¥171 million | ¥74 million | ↑ |
| Number of registered producers on Poketto Marche | approx. 9,000 | — | — |
| Number of registered users on Poketto Marche | over 880,000 | — | ↑ |
| Number of families participating in Oyako Chiho Ryugaku (Summer 2025) | 186 families, 475 people | 143 families | ↑ |
Business Details
Centered on the direct-from-producer app "Poketto Marche," this segment operates the furusato nozei (hometown tax) platform "Pokemaru Furusato Nozei," the accommodation booking site "STAY JAPAN" (business acquired in April 2025), the children's travel program "Pokemaru Oyako Chiho Ryugaku," and the matchmaking service "Chihokon!". Built on a platform directly connecting approximately 9,000 farmers and fishermen nationwide with over 880,000 consumers, it aims to resolve the urban-rural divide across the food e-commerce, travel, and matchmaking domains. Revenue accounts for approximately 70% of the company's total, making it the core segment.
Recent Overview
Operating profit surged to over 2.3 times the prior period due to operational efficiency improvements, and STAY JAPAN was also acquired
For FY2025 (ending December 2025), revenue was ¥726 million (down 3.7% year on year), a slight decline, but operating profit surged to ¥171 million (up approximately 2.3 times from ¥73 million in the prior period), driven by a significant reduction in selling, general and administrative expenses resulting from the elimination of low-profitability products in the food business, a decrease in shipping costs following the termination of subsidized programs, and the start of capitalization of development costs. In the travel business, "STAY JAPAN" was acquired and began operations in April 2025. The number of families participating in "Pokemaru Oyako Chiho Ryugaku" increased approximately 30% year on year to 186 families and 475 people. An impairment loss on goodwill of ¥29 million was recorded in Consumer Services, bringing the unamortized goodwill balance to zero.
Key Products
Growth Drivers
- Continued expansion of the food e-commerce market (market size of ¥3,116.3 billion in 2024, up 106.4% year on year)
- Rising listing and purchase unit prices against a backdrop of price inflation
- Significant reduction in selling, general and administrative expenses through operational efficiency improvements (start of capitalizing development costs, normalization of shipping costs after termination of subsidized programs)
- Expansion of the travel business through the acquisition of STAY JAPAN and the building of a partnership model with major OTAs
- Expansion of Oyako Chiho Ryugaku locations (held in 7 regions in summer 2025, with the number of participating families up approximately 30% year on year)
- A stable revenue base supported by Poketto Marche's high repeat purchase rate (approximately 80%)
Risks
- Food business revenue declined 3.7% year on year (impact of termination of subsidized programs and elimination of low-profitability products)
- Risk that early profitability targets for the STAY JAPAN business may not be achieved
- An impairment loss on goodwill of ¥29 million was recorded (unamortized goodwill balance in the Consumer Services segment is now zero)
- Revenue remains heavily dependent on the food business (food business accounted for 64.0% of segment revenue in FY2025 (ending December 2025))
- The travel and matchmaking businesses are still in the launch stage, with limited revenue contribution
Last updated: March 27, 2026