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Would you please tell us about the efforts to increase the number of customers of Yakult 1000 and Yakult 1000 Toshitsu Off?
Since late March, we have been actively focusing on acquiring new customers, resulting in a steady increase in our customer base. At the same time, we are working to enhance engagement with our existing customers by re-emphasizing the key features and benefits of our products to encourage continued use.
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Would you please tell us about the sales status of Y1000 Toshitsu Off which was released in April?
Y1000 Toshitsu Off has been available nationwide since April 8 at convenience stores and since April 21 at supermarkets. In April alone, daily sales reached approximately 300,000 units, reflecting strong consumer demand in reduced sugar options. We anticipate that the share of reduced sugar products within the Y1000 lineup will continue to grow, driving further expansion in overall sales volume.
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Would you please tell us the monthly unit sales bottles for the first quarter of fiscal year 2025 (January to March) in China, along with a year-over-year comparison for the same period in the previous fiscal year?
In January, daily sales in China reached 4.14 million bottles, representing 114.2% of the previous year’s level. In February, sales declined slightly to 3.52 million bottles per day, or 92.8% year-on-year, due to the impact of the Chinese New Year. In March, performance improved again, with 3.80 million bottles sold per day, achieving 104.0% compared to the same month last year.
Despite the seasonal dip in February, the average for January and February was 103.8% year-on-year, indicating that sales have likely bottomed out and are now on a path to recovery.
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Would you please tell us about the sales status of Yakult Muscat Flavor which was launched in China in April?
In April, daily sales reached approximately 700,000 bottles, contributing to the ongoing recovery in overall sales performance.
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In Yakult U.S.A., unit sales for the first quarter (January–March) of fiscal year 2025 increased by 1.1% year-on-year, reflecting a slower growth rate compared to the same period in FY2024.
Would you please provide an explanation for this deceleration in growth?
This decline in the growth rate was primarily due to temporary production issues in January, which caused sales to fall below the previous year’s level. However, sales in February and March rebounded, showing an increase of approximately 5% year-on-year, indicating a steady recovery in overall performance.
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Would you please tell us about the current sales status in Yakult S.A. De C.V. (Mexico)?
Recent anti-American sentiment triggered by the U.S. tariff hikes led to a temporary decline in consumer sentiment toward American supermarkets, where a large portion of our sales occurs. However, the situation has since stabilized, and we expect sales to recover and grow moving forward.
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Would you please tell us about the outlook for overseas raw material costs for fiscal year 2025.
We expect overseas raw material costs to increase by approximately 2.7 billion yen, with regional breakdowns showing an increase of 2.4 billion yen in the Americas, 500 million yen in the Asia-Oceania region, and a decrease of 200 million yen in the Europe region.
