Industry map/Retail, Trading & Restaurants
Baby & Kids Goods industry map
Who earns the money in Baby & Kids Goods, and who keeps it. When a company spans several industries, only the relevant segment is counted.
FY2025 · 5 companies · ¥304B
Industry map
Companies ordered by revenue, connected by ownership (major shareholders). Arrows point from the shareholder to the investee.
- Industry size (revenue)
- ¥304B
- Companies
- 5
- Avg. salary（parent only）
- ¥4.8M
- Industry weather
- Cloudy
YoY +4.2%
Avg. age 42.8
Operating income -3.6%
Nishimatsuya Chain[7545]
- Revenue
- ¥193.4B▲4.0%
- Operating income
- ¥9.94B▼18.4%
Margin 5.1%
Avg. salary ¥6.8M · 41.2（parent only）
Pigeon[7956]
China + 3 more
- Revenue
- ¥109.2B▲4.8%
- Operating income
- ¥16.7B▲8.2%
Margin 15.3%
Whole company: Revenue ¥109.2B · Net income ¥8.57B
Avg. salary ¥8.3M · 42.8（parent only）
MRK Holdings[9980]
Maternity and baby related business
- Revenue
- ¥1.08B▼13.1%
- Operating income
- ¥3.3MBack to profit
Margin 0.3%
Whole company: Revenue ¥21.2B · Net income ¥930M
Avg. salary ¥4.8M · 46.1（parent only）
Kimuratan[8107]
Apparel
- Revenue
- ¥293.6M▼18.0%
- Operating income
- -¥123.4M
Margin -42.0%
Whole company: Revenue ¥2.53B · Net income -¥98.2M
Avg. salary ¥4.7M · 53.5（parent only）
Studio Alice[2305]
Clothes Manufacture
- Revenue
- ¥133.3M▼19.7%
- Operating income
- -¥52.5MTurned to loss
Margin -39.4%
Whole company: Revenue ¥32.9B · Net income ¥1.16B
Avg. salary ¥4.5M · 35.1（parent only）
※ Card revenue and operating income cover only the segment in this industry; “Whole company” shows consolidated revenue and net income.
The weather is derived mechanically from year-over-year totals of revenue and operating income (both up = sunny, both down = rainy).
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 | Nishimatsuya Chain | ¥193.4B | 63.6% | 5.1% | — | ¥8.07B |
| 2 | PigeonChina + 3 more | ¥109.2B | 35.9% | 15.3% | +4.1% | ¥9.92B |
| 3 | MRK HoldingsMaternity and baby related business | ¥1.08B | 0.4% | 0.3% | -5.5% | ¥1.02B |
| 4 | KimuratanApparel | ¥293.6M | 0.1% | -42.0% | -48.2% | ¥698.4M |
| 5 | Studio AliceClothes Manufacture | ¥133.3M | 0.0% | -39.4% | +17.2% | ¥2.46B |
* 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
- Pigeon503812
- Studio Alice7816
- Nishimatsuya Chain6728
- Kimuratan7026
- MRK Holdings2572
Ownership links
From the major-shareholder section of annual securities reports.
- RIZAPグループ株式会社Outside
- SubsidiaryMRK Holdings57.0%
- 伊藤忠商事株式会社Outside
- StakeMRK Holdings4.2%
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 Baby & Kids Goods (by revenue)
All 5 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.
- Nishimatsuya Chain¥193.4B · 5.1%
- Pigeon¥109.2B · 15.3%
- MRK Holdings¥1.08B · 0.3%
- Kimuratan¥293.6M · -42.0%
- Studio Alice¥133.3M · -39.4%
Revenue · Op. margin
Related industries
- General Trading Companies
- Specialty Trading & Wholesale
- Convenience Stores
- Supermarkets
- Department Stores
- Drugstores & Pharmacies
- Electronics Retailers
- Home Centers
- Furniture, Interior & Lifestyle Goods
- Apparel
- Outdoor & Sporting Goods Stores
- Catalog & TV Shopping
- Secondhand Retail
- Restaurants & Pubs
- Fast Food & Quick Service
- Cafés
- Takeout & Delivery Meals
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