Diversification of POS and store operations support through the acquisition of shares in アニー

「In June 2025, we decided to introduce our system to a bakery with a high profile nationwide and are continuing to expand into the bakery industry.」

「Following adoption by a bakery operating multiple stores, adoption by a highly prominent bakery with nationwide recognition was decided in June 2025, and we are continuing to expand into the bakery industry. We are also expanding store operations consulting services using accumulated POS data as big data, while working to develop the market and improve customer satisfaction.」

「Many well-known stores use the system, creating a virtuous cycle in which the next generation of pastry chefs trained there also use ninapos when they become independent. The number of stores using ninapos has continued to grow at approximately 10% annually and now exceeds 1,000. We have been developing the market by expanding beyond the confectionery industry into the bakery industry.」

「More than 1,000 stores use ninapos, giving it a share of approximately one-third of confectionery stores above a certain scale. The company is known for building strong relationships through after-sales support, and the latest annual customer retention rate is a high 99.7%.」

「More than 1,000 stores use ninapos, giving it a share of approximately one-third of confectionery stores above a certain scale. The latest annual customer retention rate is 99.7%, demonstrating strong customer continuity. We are developing the market by extending the system beyond the confectionery industry into the bakery industry. We have also begun efforts to expand consulting services to make effective use of POS data as big data.」

「There are approximately 950 stores using ninapos, mainly confectionery stores, as well as bakeries and Japanese confectionery stores. We have continued to upgrade the system based on feedback from users. In the first quarter, delivery of a large order contributed to earnings. As the added value of a POS register system lies in its software, we added a subscription fee structure to our transaction menu in June, with the aim of expanding our customer base while reducing customers’ initial costs. Revenue from this transaction menu is scheduled to be recognised from the second quarter.」

「The convenience of Ninacart, the online ordering system integrated with ninapos, has been recognised, driving steady growth in online order transaction value. Transaction value from reservations for in-store pickup, which directly generate store sales for partner confectionery stores, increased by more than 30% year on year and contributed to earnings accordingly.」

「However, the online ordering system Ninacart, a recurring-revenue business after the initial sale, has seen its convenience recognised through integration with ninapos. Together with the increase in online orders amid the COVID-19 pandemic, this has driven steady growth in transaction value and contributed to earnings.」

「Use of Annie’s online-order-linked POS registers, whose main customers are confectionery stores, has grown steadily in value as their convenience has been recognised, contributing to earnings.」

「Annie Co., Ltd., which joined the group in March 2021 and provides POS registers for the confectionery industry, has contributed to earnings as use of its online-order-linked POS registers has increased. Synergies have also emerged, including confectionery stores operated by Annie’s business partners opening at properties introduced by our group.」

「We also acquired all shares of a company that develops and sells POS register systems specialising in the confectionery and bakery industries, making it a wholly owned subsidiary. This is expected not only to raise our profile in these industries and strengthen services through better use of POS register data, but also to enable a new business model using retailers in these industries as business partners.」

「In March 2021, we made Annie Co., Ltd., which has supplied customer management POS systems to approximately 350 companies and 850 stores nationwide, a wholly owned subsidiary. The company provides store operations support services, primarily through the development and sale of POS registers, and we expect both businesses to expand through synergies going forward.」