Kagome and マツキヨココカラ＆カンパニー are introduced as 2 shareholder-benefit stocks available for around ¥200,000. Shareholders receive benefits by holding at least 100 shares of either company, which can also help reduce household expenses.
As part of a feature published by Diamond Zai, the article introduces 2 established analyst picks from among shareholder-benefit stocks available for around ¥200,000. The selection criteria include balancing benefits that can be used for everyday purchases with investment value, with the focus reflecting current share-price levels and benefit conditions.
The first is Kagome (2811). Shareholders who continuously hold at least 100 shares for 6 months or longer receive the company’s products as a shareholder benefit. Eligible products include everyday items such as vegetable beverages and ketchup, offering potential savings as food prices continue to rise. Sales in the first half of 2026 increased 3.7% year on year, while business profit decreased 18.6%. Future earnings improvement is expected to be driven by a recovery in domestic beverage volumes and growth in the overseas secondary processing business.
The second is マツキヨココカラ＆カンパニー (3088). Shareholders holding at least 100 shares receive “マツキヨココカラ Points” according to the number of shares held, which can be used at Matsumoto Kiyoshi and Cocokara Fine stores and online. In the first quarter of the current fiscal year, sales and profit both reached record highs, driven by urban stores, cosmetics and inbound demand. Profit margins are also improving as the company strengthens private-label and value-added products.