Industries›6 companies · latest full-year results
Industry involved in the manufacturing and sale of daily consumables such as diapers, sanitary products, detergents, and toiletries.
The 6 household products companies we cover had combined revenue of ¥3.5T (+1.2% year over year) and operating profit of ¥226.0B, an industry-wide operating margin of 6.4%.
Kao leads on revenue (¥1.7T, a 47.6% share), and the top three hold 86% of industry sales. 4 grew both revenue and operating profit; 1 saw both fall.
Pigeon has the highest operating margin (12.1%); average pay across the industry is ¥7.66M, highest at Unicharm (¥8.62M).
Industry total
Household Products · 6 companies
YoY compares companies with prior-year figures
StockShares are +12.1% over a year, behind the all-industry average (+14.9%) — #28 of 53 industries. Over the last month: +5.7%, +8.4pt against the market.Details
GuidanceCompany plans for FY2026 (6 companies combined): revenue +5.9%, operating profit +13.9%. Planned profit growth is above the all-industry plan (+13.0%).Details
Revisions1 raised and 0 cut this year's forecast. The biggest revision: Kao (operating profit +4.4%).Details
Latest resultsYear to date through Q2, 5 companies combined: revenue +7.4%, operating profit +33.5% year over year. 2 are ahead of an even pace toward their full-year plan, 1 behind.Details
Earnings dates6 companies report within 30 days, starting with Kao on Nov 5 and Pigeon on Nov 5.Details
None
Plans are each company's forecast for the current year from its earnings release. Plan change compares with last year's results; revisions compare the latest forecast with the first one given for the year. Progress is cumulative operating profit ÷ the full-year plan, against an even pace of 25% after Q1, 50% after Q2 and 75% after Q3 (a rough guide for seasonal businesses).
| Change | 1M | 3M | 1Y |
|---|---|---|---|
| Household Products | +5.7% | +4.4% | +12.1% |
| All industries | −2.7% | −0.9% | +14.9% |
| vs. market | +8.4pt | +5.3pt | −2.8pt |
Rank among industries:3M #13/531Y #28/53
Industry returns are an equal-weighted (geometric) average of member companies. Prices are split-adjusted closes for reference, not real-time.
Totals for the 3 covered companies with full-year results for every year from FY2021 to FY2025. The set is fixed, so adding or removing coverage doesn't move the figures.
Average salary is the reporting entity's figure (often a holding company) from its annual securities report. Holding companies with fewer than 50 staff are excluded.
| Company | Revenue | YoY | Operating profit | Margin | Share | Average salary | Average age | Employees |
|---|---|---|---|---|---|---|---|---|
| 1 | ¥1.7T | +3.7% | ¥164.1B | 9.7% | 47.6% | ¥8.11M | 40.8 | 7,861 |
| 2 | ¥945.3B | −4.4% | - | - | 26.7% | ¥8.62M | 40.9 | 1,404 |
| 3 | ¥422.1B | +2.2% | ¥36.4B | 8.6% | 11.9% | ¥6.74M | 44.5 | 3,068 |
| 4 | ¥202.0B | −0.1% | ¥4.3B | 2.1% | 5.7% | ¥6.50M | 43.8 | 1,985 |
| 5 | ¥179.2B | +5.9% | ¥8.1B | 4.5% | 5.1% | ¥7.71M | 42.3 | 1,401 |
| 6 | ¥109.2B | +4.8% | ¥13.2B | 12.1% | 3.1% | ¥8.27M | 42.8 | 338 |
| Industry total / average | ¥3.5T | +1.2% | ¥226.0B | 6.4% | 100% | ¥7.66M | 42.5 | 16,057 |
Revenue and operating profit are from each company's latest full-year results. Green margins are at or above the industry margin. Financial institutions may not report operating profit.
