Komori
C

Coca-Cola Bottlers Japan Holdings Inc.

2579FoodLarge cap
4,032JPY+5.7%
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Price history
¥4,032Latest+218.7%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group procures, manufactures, bottles, packages, distributes and markets beverages under the “Coca-Cola” brand in Japan, including carbonated beverages, coffee beverages, tea-based beverages, mineral water and alcoholic beverages, supplying the domestic market through sustainable business operations involving its affiliated companies. The business comprises 3 business units: vending, OTC and food service. The disclosure describes Vision 2030, initiatives to improve capital efficiency, the introduction of an executive officer system, and the management and governance structure as a company with an Audit and Supervisory Committee. The notes state that there were no material changes and also list items including the scope of consolidation, dividends and the acquisition of treasury stock.

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Key numbersShowing 8 of 19
PER
137.22How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.79How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.3%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥656bnShare price × number of shares. The value of the entire company.
Equity ratio
50.6%The proportion of assets funded by money that does not have to be repaid.
Operating margin
2.1%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
1.6%The average annual growth in sales over the past three years.
What to watch next
Monitor the operating impact of new installations and upgrades of vending machines and coolers in the vending business, with completion scheduled for June 2026 and investment of ¥6,248 million, including sales volume, gross profit and inventory turnover.
Second half of 2026 to 2027Impact MediumLikelihood Medium
Assess the pass-through rate and demand response following price revisions associated with the liquor tax revision, for deliveries from 1 October 2026.
From October 2026 onwardImpact MediumLikelihood Medium
Monitor progress on the share buyback, with an acquisition period from 1 November 2026 to 31 October 2027 and a ¥40 billion limit, and its contribution to per-share metrics.
From November 2026 onward, continuing through fiscal year-endImpact LowLikelihood High
Monitor KPI improvements from more advanced S&OP, data-driven management and logistics optimization, including the use of automated logistics centers and IDCs, focusing on logistics costs, stockouts and stagnant inventory, and gross margin.
Fiscal year 2026 through 2027Impact HighLikelihood Medium
What to watch next
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Who owns itTop holders total 48.9%
Listed holders 48.9%Everyone else 51.1%
日本コカ・コーラ株式会社15.48%
The Master Trust Bank of Japan, Ltd. (Trust Account)11.48%
GOLDMAN SACHS INTERNATIONAL4.73%
株式会社日本カストディ銀行 (Trust Account)3.72%
Ichimura Foundation for New Technology2.93%
株式会社千秋社2.26%
コカ・コーラホールディングス・ウェストジャパン・インク2.26%
薩摩酒造株式会社2.19%
2 other listed holders3.83%
Who owns it
HolderOwnership (%)
日本コカ・コーラ株式会社15.48
The Master Trust Bank of Japan, Ltd. (Trust Account)11.48
GOLDMAN SACHS INTERNATIONAL4.73
株式会社日本カストディ銀行 (Trust Account)3.72
Ichimura Foundation for New Technology2.93
株式会社千秋社2.26
コカ・コーラホールディングス・ウェストジャパン・インク2.26
薩摩酒造株式会社2.19
2 other listed holders3.83
This company's documents
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