ENVALITH
株式会社デイトナ logo

DAYTONA CORPORATION

7228Standard MarketTransportation Equipment

株式会社デイトナ logo
DAYTONA CORPORATION7228

Domestic Wholesale Business

Core segment of the Daytona Group. Accounts for approximately 65% of consolidated sales through domestic motorcycle accessory wholesaling.

PeriodCurrentPreviousChange
Sales (cumulative Q1 FY2026, ending March 2026)¥2,261 million¥2,255 million (Q1 FY2025, ending March 2025)
Segment profit (cumulative Q1 FY2026, ending March 2026)¥106 million¥139 million (Q1 FY2025, ending March 2025)
Sales (full-year results, FY2025 ending March 2025)¥10,385 million
Segment profit (full-year results, FY2025 ending March 2025)¥1,053 million
Year-on-year sales growth rate+0.5%
Year-on-year segment profit growth rate△23.7%

Business Details

Primarily comprises the domestic divisions of Daytona Co., Ltd. and Dirt Freak Co., Ltd. The segment plans and develops Motorcycle Aftermarket Parts & Accessories, engaging in wholesale sales to domestic retailers mainly through intermediary wholesalers, as well as Export Sales (North America & Europe). Major customers are Amazon Japan G.K. and Yamashiro Co., Ltd. The segment offers a wide variety of products including Riding Gear, Repair & Consumable Parts, and Outdoor Gear, adopting a business model that continuously introduces new products every year to offset the gradual decline in sales of existing products. Sales of Generators, a new business area, are also expanding.

Recent Overview

Sales roughly flat year-on-year, but profit declined sharply due to yen depreciation and lower off-road product sales.

In the first quarter of FY2026 (ending March 2026), sales of the Domestic Wholesale Business were ¥2,261 million (up 0.5% year on year), roughly in line with the prior year. Touring bags, drive recorders, riding shoes, helmets, and other products performed well, and the new Generators business also contributed to sales growth. On the other hand, segment profit fell sharply to ¥106 million (down 23.7% year on year). The main causes were increased procurement costs due to the yen's depreciation trend and the continued decline in sales of Off-Road Category Products since the previous fiscal year. As countermeasures, the company is pursuing foreign exchange hedging, new product launches, and review of manufacturing sources, but the impact of unstable international conditions and government policies remains uncertain.

Key Products

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Riding Gear

Continued to perform well in the first quarter of FY2026 (ending March 2026). Categories such as wear, shoes, and helmets drove sales.

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Touring Gear

Performed well in the first quarter of FY2026 (ending March 2026), contributing to the increase in sales of the Domestic Wholesale Business.

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Off-Road Category Products

Sales have continued to decline since the previous fiscal year, remaining a downward pressure on profit in the first quarter of FY2026 (ending March 2026).

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Repair & Consumable Parts

Demand remains solid, supported by the stable trend in the number of motorcycles owned domestically. A stable revenue source offsetting the gradual decline in sales of existing products.

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Outdoor Gear

Sales continue to expand as a new business area. Category expansion aimed at synergies with motorcycle-related businesses.

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Generators

Sales expanded in the first quarter of FY2026 (ending March 2026), contributing to the increase in sales of the Domestic Wholesale Business.

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Export Sales (North America & Europe)

An overseas sales channel in addition to domestic wholesaling. A business area susceptible to exchange rate fluctuations.

Growth Drivers

  • Strong performance in the Touring Gear category, including touring bags, drive recorders, and electronic device mounts
  • Steady demand in the Riding Gear category, including riding shoes and helmets
  • Diversification of revenue sources through sales expansion in new business categories such as Generators
  • Introduction of over 1,000 new products annually (1,184 items in fiscal 2025) to offset the decline in existing products and maintain sales mix
  • Continued growth of the EC channel for Amazon Japan G.K.
  • Solid expansion of demand for Repair & Consumable Parts and accessories, supported by the stable trend in the number of motorcycles owned domestically

Risks

  • Increased procurement costs due to the continuing yen depreciation trend (significantly pressuring profit even in the first quarter)
  • Continued decline in sales of Off-Road Category Products since the previous fiscal year, weighing on profit
  • Risk of increased consumer thrift consciousness due to soaring prices and declining sales of higher-priced products
  • Customer concentration risk, with Amazon Japan G.K. and Yamashiro Co., Ltd. together accounting for approximately 31% of sales
  • Rising logistics costs and deteriorating procurement conditions due to unstable international conditions and government policies (tariffs, etc.)
  • Medium- to long-term risk of shrinking motorcycle-related demand due to Japan's declining population

Last updated: March 25, 2026