Overview
Retail Trade

ARCLANDS CORPORATION

Arclands Corporation operates a diversified retail group centered on large-format home improvement and DIY stores across Japan, including 'Home Center Musashi,' 'Super Viva Home,' and 'Viva Home' banners, serving both general consumers and professional trade customers with housing-related goods, gardening supplies, pet products, and food items. The group also operates a wholesale business supplying DIY-related products to home centers nationwide, and a restaurant business through its subsidiary Arcland Service Holdings, which manages the 'Katsuya' tonkatsu chain and 'Karayama' fried chicken chain. Additional businesses include real estate leasing, arts-and-crafts specialty stores ('Arc Oasis'), and sports clubs/fitness gyms ('JOYFIT' and 'FIT365').

Market Cap
¥120B
US$762M
EV
¥222B
US$1.41B
Stock¥1,907▲+1.71%
US$1 = ¥157.25 (2026-10-30)
LTM EV/EBITDA
7.7
x
LTM EV/EBIT
15.8
x
LTM PER
19.3
x
LTM PBR
0.9
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-12.6%pt
100
Nov 4, 25 – Oct 30, 26StockTOPIX
MC → EV Bridge
120BUS$762MMarket Cap126BUS$803M+ Debt20.9BUS$133M− Cash3.36BUS$21.4M− Inv. Sec.0.69BUS$4.37M+ NCI222BUS$1.41BEV
AI Briefing
Arclands runs home-center retail (Musashi/Super Viva/Viva Home) plus Katsuya restaurants, wholesale, real estate and fitness. FY26/2 revenue ¥341B grew but OP margin slipped to 3.8% from 5.1%, showing operating leverage pressure despite top-line gains. Not in public data on any ownership or capital-allocation issue beyond the reported shareholder base.
Performance & Balance
Revenue 5Y (¥B)
357US$2.27B'22/2313US$1.99B'23/2311US$1.98B'24/2316US$2.01B'25/2341US$2.17B'26/2
EBITDA 5Y (¥B)
32.8US$209M'22/229.8US$189M'23/226.9US$171M'24/227.2US$173M'25/225.3US$161M'26/2
Net Income 5Y (¥B)
16.4US$104M'22/29.66US$61.4M'23/29.13US$58.0M'24/210.1US$64.4M'25/25.95US$37.9M'26/2
Capital Structure
51%
49%
EquityD/E 0.97xDebt
Liquidity vs Debt 5Y (¥B)▼ Net Debt
CashInv. Sec.Debt
39.6US$252M173US$1.10B'22/233.9US$216M160US$1.02B'23/230.4US$193M154US$982M'24/220.8US$133M122US$773M'25/223.7US$151M117US$743M'26/2
Shareholders
Top 10 hold 33.2%
1
The Master Trust Bank of Japan, Ltd. (Trust Account)
9.06%
2
Musashi Co., Ltd.
6.14%
3
ARCLANDS CORPORATION Business Partners' Stock Ownership Association
3.47%
4
STATE STREET BANK AND TRUST COMPANY 505223 (Standing Proxy: Mizuho Bank, Ltd.)
2.54%
5
Katsushi SAKAMOTO
2.40%
6
ARCLANDS CORPORATION Employee Stock Ownership Association
2.23%
7
Custody Bank of Japan, Ltd. (Trust Account)
2.21%
8
Haruhiko SAKAMOTO
1.99%
9
Yoji SAKAMOTO
1.60%
10
BBH FOR FIDELITY LOW-PRICED STOCK FUND (Standing Proxy: MUFG Bank, Ltd.)
1.52%
Management
9 officers
Haruhiko SAKAMOTO
Representative Director, Chairman and CEO
Feb 2003 Joined the Company Feb 2012 General Manager, Merchandising Department, Home Center Division, the Company Feb 2014 Executive Officer and General Manager, Third Merchandising Department, Home Center Division, the Company Jun 2020 President and Executive Officer (COO), the Company Apr 2021 Representative Director, President and CEO, Viva Home Co., Ltd. (now ARCLANDS Corporation) May 2021 Representative Director, President and COO, the Company Mar 2025 Representative Director, Chairman and CEO, the Company (current) Jun 2025 Representative Director, Chairman and CEO, PETS FIRST HOLDINGS Co., Ltd. (current)
1976-05-04
Yoshifumi SATO
Representative Director, President and COO; Head of Sales Division
Jul 2001 Joined Smile Honda Co., Ltd. (now Joyful Honda Co., Ltd.) Nov 2018 Joined Honda Co., Ltd. Sep 2020 Joined Arc Style Co., Ltd. (now ARC HOME Co., Ltd.) Dec 2020 Representative Director, President, Arc Style Co., Ltd. Apr 2021 Executive Officer and General Manager, Renovation Business Division, Viva Home Co., Ltd. (now ARCLANDS Corporation) Sep 2022 Executive Officer and President, Renovation Company, the Company Dec 2022 Executive Officer and General Manager, Home Center Business Division, the Company May 2023 Director and General Manager, Home Center Business Division, the Company Mar 2025 Representative Director, President and COO, the Company Mar 2026 Representative Director, President and COO; Head of Sales Division, the Company (current)
1973-10-14
Hiroyuki HOSHINO
Senior Managing Director; Head of Store Development Division and Head of Food Business Division
Apr 1994 Joined the Company Feb 2007 Deputy General Manager, Development Department, the Company Feb 2011 General Manager, Development Department, the Company May 2013 Director and General Manager, Development Department, the Company Feb 2018 Managing Director and General Manager, Development Department, the Company Apr 2021 Managing Director, Viva Home Co., Ltd. (now ARCLANDS Corporation) Sep 2022 Managing Director and Head of Store Development Division, the Company Mar 2023 Senior Managing Director and Head of Store Development Division, the Company Nov 2024 Senior Managing Director; Head of Store Development Division and Head of Food Business Division, the Company (current)
1970-11-01
Toshiyuki SUDO
Managing Director; Head of Merchandising Division
Apr 1995 Joined the Company Feb 2013 Deputy General Manager, Store Operations Department, Home Center Division, the Company Aug 2013 Deputy General Manager, First Merchandising Department, Home Center Division, the Company Aug 2016 Kansai Regional Head, Arc Style Co., Ltd. (seconded) Feb 2017 Representative Director, President, Arc Style Co., Ltd. (transferred) Dec 2020 Executive Officer and General Manager, Merchandising Department, Home Center Division, the Company (transferred) May 2021 Director and General Manager, Home Center Division, the Company Mar 2022 General Manager, Merchandising Division, Viva Home Co., Ltd. (now ARCLANDS Corporation) Sep 2022 Director and General Manager, Merchandising Division, the Company Dec 2022 Director; General Manager, Sales Division and General Manager, Merchandising Division, the Company Mar 2023 Managing Director; General Manager, Sales Division and General Manager, Merchandising Division, the Company Mar 2025 Managing Director; General Manager, Sales Division, General Manager, Home Center Business Division and General Manager, Merchandising Division, the Company Mar 2026 Managing Director and Head of Merchandising Division, the Company (current)
1971-04-16
Kimitoshi INO
Director; Head of Administration Division
Apr 1995 Joined Daiei, Inc. Sep 2015 Joined Ore Co., Ltd. Jan 2016 Director in charge of Administration, Ore Co., Ltd. Jul 2016 Managing Director in charge of Administration, Ore Co., Ltd. Jul 2017 Joined LIXIL Viva Corporation (now ARCLANDS Corporation) as Manager attached to the President's Office Mar 2018 General Manager, Corporate Strategy Office, LIXIL Viva Corporation Jun 2020 Executive Officer and General Manager, Corporate Strategy Office, LIXIL Viva Corporation Sep 2022 Executive Officer and General Manager, Corporate Planning Department, the Company Dec 2022 Executive Officer; Head of Administration Division and General Manager, Corporate Planning Department, the Company May 2023 Director; Head of Administration Division and General Manager, Corporate Planning Department, the Company Sep 2023 Director; Head of Administration Division, General Manager, Corporate Planning Department and General Manager, Accounting Department, the Company Sep 2025 Director; Head of Administration Division and General Manager, Corporate Planning Department, the Company Nov 2025 Director; Head of Administration Division, the Company (current)
1972-05-13
Moritaka SAKAMOTO
Director
Apr 2007 Joined Okasan Securities Co., Ltd. Sep 2010 Joined ARCLAND SERVICE Co., Ltd. (now ARCLAND SERVICE HOLDINGS CO., LTD.) Oct 2018 President and Representative Director, EVER ACTION Co., Ltd. Nov 2018 Director, ARCLAND SERVICE HOLDINGS CO., LTD. Mar 2021 President and Representative Director, ARCLAND SERVICE HOLDINGS CO., LTD. (current) Jul 2021 Representative Director, ARCLAND MARUHAMEAT Co., Ltd. (current); Representative Director, COSMIC SY Co., Ltd. (current); President, ARCLAND SERVICE INTERNATIONAL CO., LTD.; Representative Director, ARCLAND SERVICE KOREA CO., LTD. (current) Apr 2022 President and Representative Director, Backpackers Co., Ltd. (current) May 2025 Director, the Company (current)
1985-03-13
Masayuki ATSUMI
Director (Audit and Supervisory Committee Member)
Apr 2006 Joined the Secretariat of the Japan Fair Trade Commission Dec 2009 Registered as attorney-at-law (Japan) Jan 2010 Attorney-at-law, Mori Hamada & Matsumoto Aug 2015 Covington & Burling LLP Jan 2016 Registered as attorney-at-law (New York State) Jun 2016 U.S. Federal Trade Commission Sep 2017 Registered as solicitor (England and Wales) Oct 2017 General Manager, Compliance Investigation Department, LIXIL Corporation Jan 2019 Attorney-at-law, Miura Law Office (current) Sep 2019 Part-time Lecturer, Graduate School of Law, Kobe University May 2022 Director (Audit and Supervisory Committee Member), the Company (current) Jun 2023 Outside Audit & Supervisory Board Member, TOKAI Holdings Corporation (current)
1981-12-14
Reiko IWASAKI
Director (Audit and Supervisory Committee Member)
Apr 1989 Joined Toppan Printing Co., Ltd. (now TOPPAN Holdings Inc.) Apr 2002 Managing Director, Toppan Mind Wellness Co., Ltd. (now TOPPAN Inc.) Jan 2014 Representative Director, Toppan Mind Wellness Co., Ltd. Apr 2022 Commenced human resource development consulting business as a sole proprietor Jun 2023 Outside Director, ADVANEX Inc. May 2024 Director (Audit and Supervisory Committee Member), the Company (current) Aug 2024 Representative Director, For SDGs Co., Ltd. (current) Jun 2025 Outside Director (Audit and Supervisory Committee Member), Nishikawa Rubber Co., Ltd. (current); Outside Director, Nichias Corporation (current)
1965-10-25
Hiroshi OKUTANI
Director (Audit and Supervisory Committee Member)
Apr 1981 Joined Karma Co., Ltd. (now DCM Co., Ltd.) Jun 2006 Director and General Manager, Systems and Logistics Division, Karma Co., Ltd. Mar 2011 Executive Officer and General Manager, Logistics and Database Division, DCM Holdings Co., Ltd. (seconded); Director, Karma Co., Ltd. Mar 2012 Executive Officer and General Manager, Systems Division, Karma Co., Ltd.; Director, Karma Co., Ltd. Mar 2016 Executive Officer and General Manager, Systems and Logistics Division, DCM Karma Co., Ltd. (now DCM Co., Ltd.); Director, DCM Karma Co., Ltd. Jun 2019 Executive Officer and General Manager, Systems and Logistics Division, DCM Karma Co., Ltd.; Director (managing director treatment), DCM Karma Co., Ltd. Mar 2021 Special assignment, DCM Co., Ltd. Jul 2022 Representative, Office OKY (current) May 2024 Director (Audit and Supervisory Committee Member), the Company (current)
1958-08-11
Large Shareholding Reports
Fidelity Management & Research Company LLC
2026-09-07
5.74%→3.15%
Fidelity Management & Research Company LLC
2026-08-07
6.76%→5.74%
FMR LLC
2026-06-11
—
FMR LLC
2026-06-11
—
FMR LLC
2026-06-11
—
FMR LLC
2026-06-11
—
FMR LLC
2026-06-11
—
FMR LLC
2026-06-11
—
Fidelity Management & Research Company LLC
2026-06-11
6.43%→6.43%
Fidelity Management & Research Company LLC
2026-06-11
6.41%→6.19%
Fidelity Management & Research Company LLC
2026-06-11
6.33%→6.76%
Fidelity Management & Research Company LLC
2026-06-11
6.46%→7.16%
Fidelity Management & Research Company LLC
2026-06-11
7.16%→4.93%
Fidelity Management & Research Company LLC
2026-06-11
6.41%→6.41%
FMR LLC
2026-06-11
—
Fidelity Management & Research Company LLC
2026-06-11
6.43%→6.41%
Fidelity Management & Research Company LLC
2026-06-11
5.65%→6.52%
FMR LLC
2026-06-11
—
FMR LLC
2026-06-11
—
Fidelity Management & Research Company LLC
2026-06-11
6.34%→6.33%
FMR LLC
2026-06-11
—
Fidelity Management & Research Company LLC
2026-06-11
6.19%→6.34%
Fidelity Management & Research Company LLC
2026-06-11
6.52%→6.43%
FMR LLC
2026-06-11
—
Fidelity Management & Research Company LLC
2026-06-11
4.93%→5.65%
Fidelity Management & Research Company LLC
2026-06-11
2.26%→6.46%
FMR LLC
2026-03-23
8.75%→8.73%
FMR LLC
2026-03-06
9.15%→8.75%
FMR LLC
2025-09-22
8.99%→9.15%
FMR LLC
2025-09-05
10.00%→8.99%
―
2023-04-24
5.03%→4.81%
―
2023-04-06
5.03%
―
2022-10-21
4.77%→4.00%
―
2022-10-04
4.77%
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-10-13
Q2 Earnings Flash
FY ending Feb 2027
EDINETAmended
2026-10-13
Amended Annual Securities Report
Period: Mar 2025 – Feb 2026
TDnet
2026-10-13
Q1 Earnings Flash
FY ending Feb 2027
EDINETAmended
2026-10-13
Amended Semi-Annual Securities Report
Period: Mar 2025 – Feb 2026
EDINET
2026-10-13
Semi-Annual Securities Report
Period: Mar 2026 – Feb 2027
EDINET
2026-09-07
Large Shareholding Report
EDINET
2026-08-07
Large Shareholding Report
EDINET
2026-06-11
Large Shareholding Report
EDINET
2026-06-11
Large Shareholding Report
EDINETAmended
2026-06-11
Change Report
EDINET
2026-06-11
Large Shareholding Report
EDINETAmended
2026-06-11
Change Report
EDINETAmended
2026-06-11
Change Report
EDINETAmended
2026-06-11
Change Report
EDINET
2026-06-11
Large Shareholding Report
EDINETAmended
2026-06-11
Change Report
EDINETAmended
2026-06-11
Change Report
EDINETAmended
2026-06-11
Change Report
EDINETAmended
2026-06-11
Change Report
EDINETAmended
2026-06-11
Change Report
EDINET
2026-06-11
Large Shareholding Report
EDINET
2026-06-11
Large Shareholding Report
EDINET
2026-06-11
Large Shareholding Report
EDINETAmended
2026-06-11
Change Report
EDINET
2026-06-11
Large Shareholding Report
EDINET
2026-06-11
Large Shareholding Report
EDINET
2026-06-11
Large Shareholding Report
EDINET
2026-06-11
Large Shareholding Report
EDINET
2026-06-11
Large Shareholding Report
EDINETAmended
2026-06-11
Change Report
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