Overview
Wholesale Trade

JELLY BEANS GROUP Co.,Ltd.

Jelly Beans Group designs, plans, and retails casual women's footwear made from non-leather materials (synthetic leathers, artificial leathers, synthetic fibers, fabrics, and other non-natural leather materials) targeting women in their 30s and 40s, with a focus on working women. The company operates under its flagship brand 'JELLY BEANS' and other original brands, selling approximately 170,000 pairs annually through direct retail stores, department stores, and e-commerce channels. It adopts a fabless model, outsourcing production to domestic and overseas manufacturers while maintaining in-house design and merchandising capabilities.

Market Cap
¥3.16B
US$20.1M
EV
¥3.11B
US$19.8M
Stock¥38▼-5.00%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
NM
LTM EV/EBIT
NM
LTM PER
NM
LTM PBR
0.7
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-80.9%pt
1001234
Oct 24, 25 – Oct 23, 26StockTOPIX
1Feb 2, 26Pause in activist-related catalysts
2Mar 16, 26Retreat of activist-related expectations
3Jun 12, 26Q1 FY2027/01 earnings announced
4Sep 11, 26Q2 FY2027/01 earnings announced
MC → EV Bridge
3.16BUS$20.1MMarket Cap0.66BUS$4.21M+ Debt0.35BUS$2.21M− Cash0.36BUS$2.31M− Inv. Sec.0.00BUS$0.00M+ NCI3.11BUS$19.8MEV
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Performance & Balance
Revenue 5Y (¥B)
1.57US$10.0M'22/11.39US$8.88M'23/10.92US$5.86M'24/10.83US$5.30M'25/13.59US$22.9M'26/1
EBITDA 5Y (¥B)
-0.79-US$5.06M'22/1-0.63-US$4.04M'23/1-0.57-US$3.65M'24/1-0.52-US$3.31M'25/1-0.05-US$0.33M'26/1
Net Income 5Y (¥B)
-0.86-US$5.49M'22/1-0.70-US$4.45M'23/1-0.60-US$3.80M'24/1-0.52-US$3.31M'25/1-0.24-US$1.55M'26/1
Capital Structure
87%
EquityD/E 0.15xDebt
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
0.48US$3.06M0.29US$1.88M'22/10.32US$2.02M0.25US$1.61M'23/10.31US$2.01M0.22US$1.38M'24/10.27US$1.69M0.18US$1.16M'25/11.10US$6.99M0.34US$2.16M'26/1
Shareholders
Top 10 hold 29.2%
1
Tadao SUDA
17.63%
2
Rakuten Securities, Inc. (Joint Account)
4.32%
3
Hyeong-sik YUN
1.35%
4
Rintan Co., Ltd.
1.27%
5
Kenji TAKAMURA
1.19%
6
SBI SECURITIES Co., Ltd.
0.78%
7
Mirai ASAKURA
0.74%
8
Etsuzo AMAGASA
0.66%
9
Punica & Co., Ltd.
0.63%
10
AYAgirl Co., Ltd.
0.63%
Management
8 officers
Akira MIYAZAKI
Representative Director, President
Apr 1988 Joined Nikko Securities Co., Ltd. (now SMBC Nikko Securities Inc.) Sep 1997 Joined Nexus Co., Ltd. (now J Communications Co., Ltd.) Aug 2000 Director, Nexus Co., Ltd. Jul 2008 Established BCM Inc., Representative Director (current) Apr 2024 Representative Director, President, the Company (current) Apr 2024 Representative Director, President, JB GAMES LLC (now JB BLOCK Inc.) (current) May 2025 Representative Director, President, Jellybeans Inc. (current) Jun 2025 Representative Director, President, JB Medical Inc. (current) Jun 2025 Representative Director, President, JB Sustainable Inc. (current) Jun 2025 Representative Director, President, JB Entertainment Inc. (current)
1964-10-29
Mitsuaki TACHIKAWA
Director, Chairman of the Board
Apr 1995 Joined SUNDON TRADING JAPAN Sep 1999 Representative Director, MCM Co., Ltd. Jun 2014 Executive Officer, M Group Holdings & Capital Co., Ltd. (current) Oct 2021 Executive Officer and Chairman, NetPrice Co., Ltd. (current) Oct 2022 Limited Liability Partner, NetPrice Limited Liability Partnership (current) Apr 2023 Outside Director, Fourseas HD Co., Ltd. (current) Apr 2023 Chairman of the Board, the Company (current) Jul 2023 Limited Liability Partner, GAD Limited Liability Partnership (current) Oct 2024 Director, ANAP Inc.
1976-08-06
Hikaru HAYASHI
Director, General Manager of IR & PR Office
Aug 2000 Representative Director, AQUAFI COMMUNICATIONZ Ltd. (New Zealand) Jul 2014 Representative Director, Trandia Co., Ltd. (current) Apr 2020 Executive Officer, NetPrice Co., Ltd. (current) Nov 2023 Outside Director, ANAP Inc. Apr 2024 Director, the Company Nov 2025 Representative Director, President, 361Sports Japan Co., Ltd. (current) Dec 2025 Director, General Manager of IR & PR Office, the Company (current)
1973-04-02
Ryuhei KINUI
Director
Apr 1992 Joined Yamaichi Securities Co., Ltd. Jul 1998 Joined Dental Support Co., Ltd. Feb 2000 Established Dental Comsun Co., Ltd., Director Jan 2001 Joined Ace Securities Co., Ltd. Mar 2007 Joined Bloomberg L.P. Apr 2017 Representative Member, Zero to One LLC (current) Apr 2024 Full-time Audit & Supervisory Board Member, the Company Aug 2025 Director, the Company (current)
1967-04-22
Sachi ITANO
Outside Director
Apr 2009 Joined Take and Give Needs Co., Ltd. Apr 2014 Joined Treat Co., Ltd. Apr 2022 Joined Executive Global Management Co., Ltd. (now Melvista Group Co., Ltd.) Oct 2024 Representative Director, Melvista Group Co., Ltd. (current) Aug 2025 Outside Director, the Company (current)
1988-07-14
Takanobu BABA
Full-time Audit & Supervisory Board Member
Apr 1999 Joined Asahi Breweries, Ltd. Sep 2019 Deputy Manager in charge, Retail Support Group, Mass Retail Division, Mass Retail Headquarters, Asahi Breweries, Ltd. Sep 2021 Joined SC Digital Media Inc. (now SC Digital Inc.), Manager, Data Marketing Business Unit Dec 2023 Vice President and Director, Yamanashi Pro Sports Office Co., Ltd. (current) Apr 2024 Director, the Company Aug 2025 Full-time Audit & Supervisory Board Member, the Company (current)
1976-08-17
Takashi KOMINE
Audit & Supervisory Board Member
Oct 2004 Registered as attorney (Second Tokyo Bar Association); joined Nishikawa Sogo Law Office (now Sidley Austin Joint Enterprise, Foreign Law) Oct 2010 Seconded to Sidley Austin Hong Kong Office Mar 2013 Joined TMI Associates Oct 2014 Seconded to C.P. Lin & Co. (Hong Kong) Aug 2018 Established OWL Trading Limited (Hong Kong), Director (current) Dec 2021 Director, OWL Investments Pte. Limited (Singapore) (current) Jun 2022 Representative Director, OWL Japan Inc. (current) Aug 2024 Audit & Supervisory Board Member, the Company (current)
1971-09-21
Kazuya SHIMIZU
Audit & Supervisory Board Member
Apr 1988 Joined Nippon Telegraph and Telephone Corporation Jul 1999 Joined West Japan Telegraph and Telephone Corporation Jul 2004 Head of Business Planning Department, Nagoya Branch, Marketing Act Co., Ltd. Jul 2006 Head of Sales Planning Department, Nagoya Branch, West Japan Telegraph and Telephone Corporation Jul 2008 General Manager, Alliance Promotion Office, Marketing Department, West Japan Telegraph and Telephone Corporation Jul 2013 Head of Office Sales Department, West Japan Telegraph and Telephone Corporation Jul 2017 Representative Director, President, NTT West Business Front Co., Ltd. Jul 2022 Full-time Audit & Supervisory Board Member, NTT Solmare Corporation (current) Aug 2025 Audit & Supervisory Board Member, the Company (current)
1964-12-02
Large Shareholding Reports
AEGIS LLC
2026-05-08
10.72%→9.44%
Tadao SUDA
2026-02-05
41.56%→38.73%
Annual report (as of 2026-07-31): 17.63%
Tadao SUDA
2026-02-03
47.08%→41.56%
Annual report (as of 2026-07-31): 17.63%
Gold Pacific Global Limited
2025-09-30
7.04%→5.19%
Tadao SUDA
2025-09-22
49.73%→47.08%
Annual report (as of 2026-07-31): 17.63%
Tadao SUDA
2025-09-19
51.56%→49.73%
Annual report (as of 2026-07-31): 17.63%
Seacastle Singapore Pte. Ltd
2025-09-17
12.93%→11.45%
AEGIS LLC
2025-09-16
11.79%→10.72%
Seacastle Singapore Pte. Ltd
2025-09-16
13.81%→12.93%
AEGIS LLC
2025-09-11
15.23%→11.79%
Tadao SUDA
2025-09-11
55.06%→51.56%
Annual report (as of 2026-07-31): 17.63%
Seacastle Singapore Pte. Ltd
2025-09-10
14.94%→13.81%
AEGIS LLC
2025-09-10
16.99%→15.23%
Tadao SUDA
2025-09-10
61.88%→55.06%
Annual report (as of 2026-07-31): 17.63%
AEGIS LLC
2025-09-09
21.45%→16.99%
Seacastle Singapore Pte. Ltd
2025-09-09
16.97%→14.94%
Fund Cloud Co., Ltd.
2025-09-08
5.39%→3.62%
Fund Cloud Co., Ltd.
2025-09-08
7.24%→5.39%
Gold Pacific Global Limited
2025-09-05
9.78%→7.04%
Fund Cloud Co., Ltd.
2025-09-05
7.24%
Tadao SUDA
2025-09-05
58.82%→61.88%
Annual report (as of 2026-07-31): 17.63%
AEGIS LLC
2025-09-05
21.45%
Net Price Co., Ltd.
2025-09-05
5.84%→25.28%
Gold Pacific Global Limited
2025-09-04
10.51%→9.78%
Tadao SUDA
2025-09-03
60.00%→58.82%
Annual report (as of 2026-07-31): 17.63%
Seacastle Singapore Pte. Ltd
2025-09-03
16.97%
Gold Pacific Global Limited
2025-09-03
0.00%→10.51%
Tadao SUDA
2025-08-19
61.62%→60.00%
Annual report (as of 2026-07-31): 17.63%
Tadao SUDA
2025-08-12
63.02%→61.62%
Annual report (as of 2026-07-31): 17.63%
Tadao SUDA
2025-08-12
63.02%→61.62%
Annual report (as of 2026-07-31): 17.63%
Disclosures
No disclosures
Primary Source Filings
EDINET
2026-09-14
Semi-Annual Securities Report
Period: Feb 2026 – Jan 2027
TDnet
2026-09-10
Q2 Earnings Flash
FY ending Jan 2027
EDINETAmended
2026-07-28
Amended Annual Securities Report
Period: Feb 2025 – Jan 2026
TDnet
2026-06-11
Q1 Earnings Flash
FY ending Jan 2027
EDINET
2026-05-08
Large Shareholding Report
EDINET
2026-04-23
Annual Securities Report
Period: Feb 2025 – Jan 2026
EDINET
2026-02-05
Large Shareholding Report
EDINET
2026-02-03
Large Shareholding Report
TDnet
2025-12-11
Q3 Earnings Flash
FY ending Jan 2026
EDINET
2025-09-30
Large Shareholding Report
EDINET
2025-09-22
Large Shareholding Report
EDINET
2025-09-19
Large Shareholding Report
EDINET
2025-09-17
Large Shareholding Report
EDINET
2025-09-16
Large Shareholding Report
EDINET
2025-09-16
Large Shareholding Report
EDINET
2025-09-12
Semi-Annual Securities Report
Period: Feb 2025 – Jan 2026
EDINET
2025-09-11
Large Shareholding Report
EDINET
2025-09-11
Large Shareholding Report
EDINET
2025-09-10
Large Shareholding Report
EDINET
2025-09-10
Large Shareholding Report
EDINET
2025-09-10
Large Shareholding Report
EDINET
2025-09-09
Large Shareholding Report
EDINET
2025-09-09
Large Shareholding Report
EDINET
2025-09-08
Large Shareholding Report
EDINET
2025-09-08
Large Shareholding Report
EDINET
2025-09-05
Large Shareholding Report
EDINET
2025-09-05
Large Shareholding Report
EDINET
2025-09-05
Large Shareholding Report
EDINET
2025-09-05
Large Shareholding Report
EDINET
2025-09-05
Large Shareholding Report
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