日本家电衰退和没有失去30年的爱丽思

Core Viewpoint - The article highlights how IRIS OHYAMA has thrived in Japan's declining electrical appliance industry, achieving a projected sales revenue of over 800 billion yen by fiscal year 2025, which is approximately 14 times that of 30 years ago, contrasting with the broader industry decline known as Japan's "lost 30 years" [1][3][4]. Group 1: Company Overview - IRIS OHYAMA is considered a "successor" in Japan's electrical appliance sector, ranking 7th in market share domestically within the home appliance category [3]. - The company has expanded its product line significantly, now offering around 30,000 products, including air purifiers, gardening supplies, and packaged rice [7][10]. Group 2: Business Model - The company operates under a unique business model as both a manufacturer and a wholesaler, allowing it to eliminate middleman profits and directly control product distribution and sales strategies [8][10]. - This model enables IRIS OHYAMA to gather real-time sales data, facilitating better product planning and reducing the risk of entering homogeneous competition [10][12]. Group 3: Strategic Insights - The company's approach is characterized by a focus on customer needs and a commitment to reinvest 50% of its profits annually, similar to Amazon's strategy of prioritizing long-term growth over short-term dividends [12]. - The leadership transition from founder Kentaro Oyama to his son Akihiro Oyama raises questions about how to formalize and disseminate the founder's principles of rationality and customer focus within the organization [12][13].