Laox Holdings CO.,LTD.
8202・Standard Market・Retail Trade
Gift Solutions Business
The Group's largest segment. Sells gift confectionery, sundries, and lifestyle-related goods, and operates logistics, e-commerce, and call center services.
| Period | Current | Previous | Change |
|---|---|---|---|
| External customer sales (Q1 cumulative) | ¥5,955 million | ¥6,195 million | ↓ |
| Segment loss (Q1 cumulative) | -¥258 million | -¥268 million | ↑ |
| Year-on-year change in sales | -3.9% | – | ↓ |
Business Details
Centered on Shaddy Inc., this segment primarily sells gift confectionery, sundries, and lifestyle-related goods, while also providing various services such as logistics, e-commerce site operation, and call center operations. In Q1 FY2026 (ending December 2026), external customer sales were ¥5,955 million, maintaining its position as the Group's largest segment. While the company is expanding demand development targeting corporate and government clients and expanding collaboration in the bridal field, sluggish demand for formal gifts among existing clients has continued.
Recent Overview
Sales decreased 3.9% year-on-year, but the segment loss improved compared to the same period last year.
In Q1 FY2026 (ending December 2026) (January to March 2026), external customer sales were ¥5,955 million (compared to ¥6,195 million in the same period last year, a 3.9% year-on-year decrease). The segment loss was ¥258 million, a slight improvement from the ¥268 million loss in the same period last year. While demand development targeting corporate and government clients and expanded collaboration with partners in the bridal field progressed, sluggish demand for formal gifts among existing clients continued, and the company is working to develop new sales channels, including uncovering corporate demand through various events and its affiliate store network.
Key Products
Growth Drivers
- Expansion of new sales channels through demand development targeting corporate and government clients
- Acquisition of new customers through expanded collaboration with partners in the bridal field
- Uncovering corporate demand through various events and the affiliate store network
- Strengthening gift sales through new product development and flavor diversification of the confectionery private brand "THE SWEETS"
- Creating synergies within the Group through horizontal expansion of logistics services into the Retail Business
- Differentiating the product lineup through the planning and development of high-priced gifts and the introduction of directly imported overseas products
Risks
- Sluggish demand for formal gifts among existing clients continues, making the outlook for sales recovery uncertain
- Risk that cautious personal consumption trends and stagnant real income growth due to price increases will suppress gift demand
- Risk of increased costs due to rising logistics and labor costs
- Risk of declining profitability of fixed assets as indicated by impairment losses
- Integration and goodwill amortization risk associated with new M&A activity such as the acquisition of Ginza Suzuya as a subsidiary
- Risk of reduced procurement negotiating power due to shrinking purchase volumes resulting from declining sales
Last updated: April 2, 2026