Industry map/Consumer & Public Services
Childcare industry map
Who earns the money in Childcare, and who keeps it. When a company spans several industries, only the relevant segment is counted.
FY2025 · 24 companies · ¥418.7B
Industry map
Companies ordered by revenue, connected by ownership (major shareholders). Arrows point from the shareholder to the investee.
- Industry size (revenue)
- ¥418.7B
- Companies
- 24
- Avg. salary（parent only）
- ¥5.2M
- Industry weather
- Sunny
YoY +8.3%
Avg. age 40.8
Operating income +17.3%
Gakken Holdings[9470]
Medical welfare
- Revenue
- ¥95.1B▲8.7%
- Operating income
- ¥4.28B▲1.7%
Margin 4.5%
Whole company: Revenue ¥199.1B · Net income ¥3.58B
Avg. salary ¥9.6M · 44.3（parent only）
Jp-Holdings[2749]
- Revenue
- ¥43.3B▲5.3%
- Operating income
- ¥6.53B▲12.5%
Margin 15.1%
Avg. salary ¥5.2M · 41.1（parent only）
Oisix ra daichi[3182]
Social service
- Revenue
- ¥40.3B▲10.5%
- Operating income
- ¥1.5B▲22.8%
Margin 3.7%
Whole company: Revenue ¥251.4B · Net income ¥4.53B
Avg. salary ¥6.9M · 41.1（parent only）
Poppins[7358]
Educare Business + 1 more
- Revenue
- ¥33.3B▲8.9%
- Operating income
- ¥3.24B▲10.7%
Margin 9.7%
Whole company: Revenue ¥34.4B · Net income ¥1.14B
Avg. salary ¥8.1M · 45.7（parent only）
Like[2462]
Childcare-related services
- Revenue
- ¥33B▲8.6%
- Operating income
- ¥2.18B▼11.3%
Margin 6.6%
Whole company: Revenue ¥62.3B · Net income ¥2.1B
Avg. salary ¥5.1M · 31.4（parent only）
Global Kids Company[6189]
- Revenue
- ¥27B▲2.1%
- Operating income
- ¥858M▲8.7%
Margin 3.2%
Avg. salary ¥8.5M · 48.5（parent only）
Sakurasaku Plus[7097]
- Revenue
- ¥18.4B▲6.8%
- Operating income
- ¥1.14B▲47.0%
Margin 6.2%
Avg. salary ¥5M · 42.8（parent only）
AIAI Group[6557]
- Revenue
- ¥14.6B▲12.0%
- Operating income
- ¥1.11B▲50.7%
Margin 7.6%
teno.Holdings[7037]
Child care service
- Revenue
- ¥13.6B▲11.6%
- Operating income
- ¥1.24B▲48.4%
Margin 9.1%
Whole company: Revenue ¥18.1B · Net income ¥110M
Avg. salary ¥5.2M · 40.5（parent only）
- AIAI Group owns 6.8%
Smile Holdings[7084]
- Revenue
- ¥14.5B▲6.3%
- Operating income
- ¥370.1M▼9.9%
Margin 2.5%
Avg. salary — · 50.5（parent only）
starts[8850]
care and child business
- Revenue
- ¥13.1B▲5.1%
- Operating income
- ¥615M▲2.2%
Margin 4.7%
Whole company: Revenue ¥251.9B · Net income ¥25.3B
Avg. salary ¥6.6M · 37.5（parent only）
Litalico[7366]
Junior Service
- Revenue
- ¥11B▲24.3%
- Operating income
- ¥1.02BBack to profit
Margin 9.3%
Whole company: Revenue ¥38.2B · Net income ¥2.74B
Avg. salary ¥5.5M · 34.7（parent only）
※ Card revenue and operating income cover only the segment in this industry; “Whole company” shows consolidated revenue and net income.
Other companies: Miahelsa Holdings · Kyoshin · Pasona Group · Youji · QLS Holdings · Johnan Academic Preparatory Institute · SD Entertainment · Tokai Senko · AHC Group · Senshukai · PA · Kimuratan
The weather is derived mechanically from year-over-year totals of revenue and operating income (both up = sunny, both down = rainy).
Industry takeaways
AI summary (figures come from filings)
- Gakken Holdings tops the table with ¥95.1B, but that figure is its Medical welfare segment, which counts elderly care too.
- Of the companies built around childcare, JP-Holdings is largest: ¥43.3B in sales at a 15.1% operating margin.
- Global Kids is a close peer on paper, with ¥27B in sales, yet keeps just 3.2%.
- Almost everyone grew. Kyoshin is the exception at -24.7%, while LITALICO's Junior Service jumped +24.3%.
Who earns the money
Area = revenue from businesses in this industry. Color = operating margin.
Who makes a profit
Across = revenue (log scale), up = operating margin, bubble size = operating income.
Ranking and momentum
| Rank | Company (business) | Revenue | Share | Op. margin | CAGR | FCF* |
|---|---|---|---|---|---|---|
| 1 | Gakken HoldingsMedical welfare | ¥95.1B | 22.7% | 4.5% | +9.6% | ¥4.21B |
| 2 | Jp-Holdings | ¥43.3B | 10.3% | 15.1% | +6.0% | ¥6B |
| 3 | Oisix ra daichiSocial service | ¥40.3B | 9.6% | 3.7% | — | ¥7.41B |
| 4 | PoppinsEducare Business + 1 more | ¥33.3B | 8.0% | 9.7% | +9.0% | ¥815M |
| 5 | LikeChildcare-related services | ¥33B | 7.9% | 6.6% | +5.8% | ¥1.86B |
| 6 | Global Kids Company | ¥27B | 6.4% | 3.2% | +3.5% | ¥1.58B |
| 7 | Sakurasaku Plus | ¥18.4B | 4.4% | 6.2% | +16.4% | ¥2.13B |
| 8▲1 | AIAI Group | ¥14.6B | 3.5% | 7.5% | +12.0% | ¥584.9M |
| 9▼1 | Smile Holdings | ¥14.5B | 3.5% | 2.5% | +8.0% | -¥451.2M |
| 10▲1 | teno.HoldingsChild care service | ¥13.6B | 3.3% | 9.1% | — | ¥803M |
| 11▼1 | startscare and child business | ¥13.1B | 3.1% | 4.7% | +6.0% | ¥518M |
| 12▲1 | LitalicoJunior Service | ¥11B | 2.6% | 9.3% | — | ¥1.32B |
| 13▼1 | Miahelsa HoldingsChildcare support business | ¥10.3B | 2.5% | 12.2% | — | ¥513.8M |
| 14new | KyoshinNursing Care Business | ¥9.24B | 2.2% | 3.3% | — | -¥669.3M |
| 15▼1 | Pasona GroupLife solution | ¥8.11B | 1.9% | -0.3% | +6.7% | -¥14B |
| 16▼1 | YoujiInfant activity guidance related | ¥7.19B | 1.7% | 17.2% | +3.3% | ¥1.17B |
| 17▼1 | QLS HoldingsNursing business | ¥6.67B | 1.6% | 19.8% | +14.4% | ¥423.3M |
| 18▼1 | Johnan Academic Preparatory InstituteEducation business | ¥5.25B | 1.3% | 0.6% | -2.8% | ¥96.3M |
| 19 | SD EntertainmentWell ness business | ¥4.27B | 1.0% | 5.2% | +7.7% | ¥444M |
| 20▼2 | Tokai SenkoChild Care Support Services Division | ¥4.25B | 1.0% | 3.3% | — | ¥244M |
| 21▼1 | AHC GroupWelfare business | ¥3.75B | 0.9% | 5.9% | +15.6% | -¥88.8M |
| 22▼1 | SenshukaiOther | ¥1.68B | 0.4% | 5.7% | -3.5% | -¥3.55B |
| 23▼1 | PAChild care business | ¥606.6M | 0.1% | 3.8% | +18.2% | ¥53.5M |
| 24▼1 | KimuratanWearable | ¥38.7M | 0.0% | -11.8% | — | ¥698.4M |
* FCF is company-wide (not disclosed by segment). CAGR covers the available years, up to five.
How they make money differently
Where each company's ¥100 of sales goes, and how much it keeps (company-wide).
- Cost of sales
- SG&A
- Operating profit
- Youji661717
- Jp-Holdings78715
- starts671914
- Litalico612712
- AIAI Group81118
- QLS Holdings83107
- Sakurasaku Plus8410
- PA6133
- Poppins7817
- Like869
- Gakken Holdings7224
- Kimuratan7026
- Oisix ra daichi7126
- Global Kids Company907
- teno.Holdings8413
- Miahelsa Holdings898
- Smile Holdings8513
- Kyoshin8018
- AHC Group899
- Johnan Academic Preparatory Institute7623
- SD Entertainment990
- Tokai Senko8712
- Pasona Group7822
- Senshukai4957loss ¥6
Ownership links
From the major-shareholder section of annual securities reports.
- RIZAPグループ株式会社Outside
- SubsidiarySD Entertainment59.6%
- 株式会社山善Outside
- AffiliateYouji36.7%
- 株式会社ダスキンOutside
- AffiliateJp-Holdings31.5%
- 東日本旅客鉄道株式会社Outside
- StakeSenshukai12.2%
- AIAI GroupIn industry
- Staketeno.Holdings6.8%
- Gakken HoldingsIn industry
- 日清紡ホールディングス株式会社Outside
- StakeTokai Senko3.7%
- 東陽倉庫株式会社Outside
- StakeTokai Senko3.1%
The company on each card is a major shareholder of the companies listed under it (latest 'major shareholders' disclosure). 50%+ is labelled subsidiary and 20%+ affiliate, based on ownership alone. Stakes under 3% are omitted.
Compare the leaders side by side
All companies in Childcare (by revenue)
All 24 companies in this industry, ranked by revenue in each company's latest fiscal year. For companies that belong through one business segment, the figure is that segment's revenue.
- Gakken Holdings¥95.1B · 4.5%
- Jp-Holdings¥43.3B · 15.1%
- Oisix ra daichi¥40.3B · 3.7%
- Like¥35.8B · 5.3%
- Poppins¥33.3B · 9.7%
- Global Kids Company¥27B · 3.2%
- Sakurasaku Plus¥18.4B · 6.2%
- AIAI Group¥14.6B · 7.5%
- Smile Holdings¥14.5B · 2.5%
- teno.Holdings¥13.6B · 9.1%
- starts¥13.1B · 4.7%
- Litalico¥11B · 9.3%
- Miahelsa Holdings¥10.3B · 12.2%
- Kyoshin¥9.24B · 3.3%
- Pasona Group¥9.2B · 5.2%
- Youji¥7.19B · 17.2%
- QLS Holdings¥6.67B · 19.8%
- Johnan Academic Preparatory Institute¥5.25B · 0.6%
- SD Entertainment¥4.27B · 5.2%
- Tokai Senko¥4.25B · 3.3%
- AHC Group¥3.75B · 5.9%
- Senshukai¥1.68B · 5.7%
- PA¥606.6M · 3.8%
- Kimuratan¥38.7M · -11.8%
Revenue · Op. margin
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