Japan Stock Podcast

Kao(4452): Long-Term Value Creation Driven by Integrity, Innovation, and Sustainability


Listen Later

Kao Corporation is a Japanese consumer goods and chemicals company with more than 130 years of history, guided by its founding philosophy of Yoki-Monozukuri—the creation of products with genuine value. Its management framework, “The Kao Way,” is built on ethical governance (Walking the Right Path) and Constant Innovation, providing investors with a foundation of trust, resilience, and long-term value creation.

Kao operates five core business segments: Hygiene & Living Care, Health & Beauty Care, Life Care, Cosmetics, and Chemicals. The company owns globally recognized brands such as Attack, Bioré, Merries, Curél, KANEBO, and MOLTON BROWN, several of which generate annual sales exceeding ¥100 billion. This diversified portfolio supports stable cash flows while enabling selective expansion in premium and high-growth categories.

Under its medium-term plan, K27, Kao is implementing the Global Sharp Top strategy, focusing resources on achieving leadership in specific high-value segments rather than competing broadly. Asia—particularly China and Indonesia—is positioned as the primary growth engine, while structural reforms aim to improve profitability in Europe and the Americas.

Kao’s long-term competitive advantage lies in its Essential Research philosophy, which has produced innovations such as Bio IOS sustainable surfactants, Fine Fiber Technology, and RNA Monitoring, opening pathways into personalized wellness and precision life care. Combined with its ESG-driven Kirei Lifestyle Plan, disciplined EVA® and ROIC management, and a multi-decade record of dividend growth, Kao represents a durable, long-term investment opportunity.

...more
View all episodesView all episodes
Download on the App Store

Japan Stock PodcastBy brisklore.com/en