Can Do Co., Ltd. · TSE:2698
Can Do — Q2 FY2020 Earnings Presentation
42 slides from Can Do's earnings presentation, July 2020
Slide 1: 20204711 AR B20+H
20204711 AR B20+H AG Aa 2020477A148 Canx*Do (HEAI—F: 2698) https://www.cando-web.co.jp 1
Slide 2: 20205711 ARA20D i Bia
20205711 ARA20D i Bia CanxDo TRF 100 yvay7 EF P IK "RIMMER A OSAMA “HIRD RD OO WAEOLA «Instagram@ Fib ELTESNS ILS SRA EE ‘IhARAORR * ERATE RO BREE RUA RO Ble ‘ORARO wile ‘RAO RR + SMSe FS fal — FES a SR HB FSH Aa HFK SIt SE MRS “BERENS © CAN DO CO.,LTD. All rights reserved.
Slide 3: sexum Can*Do
sexum Can*Do BE eRmOL)7 WEARUVER a 20203 AK (@nxee= MAO 2020524 AK (@nxee= EMA 8 5 Bae 7 :: n° ji in? 4 : RR - 5 * i ee fo A 10 20 30 A 20 30 KR, i w, — tS EST UO 2020SF5A BR (@nx#e= Eee) 202026 A KR (@nxee= Ee 5 5 & 4 ie 4 a) aE a : 3 t iri Se Fa 3 +e y 2 ~ P88 9 2 a 5 a a1 Ta TU + SB i a ° 0 e. 10
Slide 4: Can*Do
Can*Do Re Sestkm Bi IHe( AR) 20194F11 + 115.0% 109.6% aeeree AS -=-20204411 A848 110.0% “ue 100.8% 105.0% | 4 104.4% 100.0% | mmmumfi 9 ae - - - -- -_---- ~~ 95.0% 08.8% 99.8% 99.9% 98.8% 97.5% 97.0% 98.3% 97.8% 97.9% 90.0% 93.7% 12h 1A 2A 3A 4A 5A 6A 7A 8A 9A 110A «(118 O2F : HHIAOFOALAWKICKH SHE.
Slide 5: Bea eiO Bia SVB st EK:
Bea eiO Bia SVB st EK: Can*Do AFAV—HL ARAL 50% 60% 70h 80% 90% 100% 110% 120% 130% 140% 150% 2020463 A AR hI AFE— a4 igi fede gene — BE mE qema- 2) 90 ® ee A © Ay ba hava | GAR = mama) 2208227 160% 170% 180% 190% 200% 20205F4 AK Ay bam RUERE) CB anal [thw 27L— @ Ve e S® D {titan | |) gaa eau FeFina
Slide 6: EMOMEDTAV— BILL: Can*Do
EMOMEDTAV— BILL: Can*Do 2020575 AE Ay ba bE) mmab (tHE nen iateian Hhwb- AFE— Be © 7 -@ FEA iia fT38FAan | HUES 50% 60% 70h 80% 90% 100% 110% 120% 130% 140% 150% 160% 170% 180% 190% 200% ATFAV—FTL ARAL 2020456 A = Avy baR bILERAL Leal Pp Ge ve hI: AFE— i aa A VBE) btm) | pee. HR 50% 60% 70% 80% 90%
Slide 7: 2020年11月期2Qの業績予想の修正内容について
2020年11月期2Qの業績予想の修正内容について 7
Slide 8: st We (+E ERIE) Can*Do
st We (+E ERIE) Can*Do (Hitt: BAR, %) | 20184F11 A #A2Q 20204F11 #820 | | | 35,391 100.0 35,719 100.0 36.854 100.0 103.2 13,643 38.6 13,776 38.6 14126 38.3 102.5. 1,110 3.1 871 2.4 ert 102.3 1,181 3.3 930 2.6 9845 100.5 | 652 1.8 450 1.3 mad 92.7 | | 40.99 Fy 28.31 A 26.25 92.7, ee 1,000 (a 1,016 (a
Slide 9: EERO Can*Do
EERO Can*Do o A DED Fo tisauie:- cere E a 12/8 ea, CICS 10. wee 8 we 2 OV=a—-F IL 215 0 ; Bik a ° © 345588 (#tB:55/38 89) ° E9KGR) 1 BS 24 ee FC10 em 2018 2019 20208 (133%) BS A126 a. | iaaio inna _| immo _| Lovins FC-Sia 9 © CAN DO CO.,LTD. All rights reserved.
Slide 10: Can*Do
Can*Do TLEAMOAR HE BS th (%) FEL Al HE (%) 8° ERED #90 MERELY 0.97#R4 Yk 82.9 0.37#R4 Lb 82.0 LF 38.5 386 ae 3 81.8 82.0 38.6 , , 38.3 81.0 38.0 2018411 A820 | 2019511 A820 | 2020511 A820 2018411 #420 | 2019551120 | 2020511 A820 PER HO LF O RCQUBBICKY, —RHRS mOTLO AH O —RTHHOR mm AO Bil k Y. 100FIR4
Slide 11: PREM OER Can*Do
PREM OER Can*Do 5G Ee bE (%) iD pea es] . MES BURRE «tO OMAR LSM REY CHOICE 18.0 —BFA0y/ Nk SRR ES 15.4 Ik SMR LEE OE 14.9 15.0 ; OF OHA : SHR. HER RR. 15.0 — o———* RBLER, BRROWMG 129 | 11.6 ig 11.8 mz w ) 9.0 92 OAKS : MEAMHBIXK SMM MN, 00 8.7 BHR OM * i OL OHA : LAF LASER BOW 6.0 L PSF Ghar PAR ep
Slide 12: SAO LR Can*Do
SAO LR Can*Do BBRUATLELCHLELEVATFLOBBERU FvryVaALAWMGeEeGLII, DLUBAEHEA OMI! FOIE Ht a O Fi an ORR SES NITE RA SHEELELT. (Sif: BF) 20204F11 A #A2Q a aA 1078 = 615. A 462 eee 4860 2545 58 OLCRMRAAR (Hifi: BF) 20202611 A820 Baw IE: {RAT LARA og a at 1,078 A75 A 462 OX) 1 RABY OR aie A eA HERA RtEAS 12
Slide 13: Bw ROR Can*Do
Bw ROR Can*Do 2020 | Ae 200% | aI (Bf: BAA) 11 #820 akc | 14,422 | 11,798 | RERURE 4,190 4,943 753 ARE 10,073 9.514 A559 TLR AMAT 3,138 3,252 113 ZOE 2,000 2,284 284 im 6,085 5,680 A 405 4.338. | TOWRHRE 687 546 A141 BRAHICRSAR 1,934 1,969 34 RERLAB 1,731 1,740 9 BOOKA 285 266 Aig BORED 5,403 5,493
Slide 14: FA WFZRA
FA WFZRA Canx*Do 349 317 ‘Ati : BAA “(AISA aE (%) 20195F 11420 20204F 11 ARA2Q <= D-—. Eas OFLA SS MM K SHRI (36 -L38 x SEL AE) —-349B AA MEOH EARL“ E SHB STI BAACKEHRE - HERS) BEB QAR MI KSB —-317BAR Osh RAS MISA —-8485F => 19BAAOwWM © CAN DO CO.,LTD. All rights reserved.
Slide 15: lic
E lic PHAM Ala: BIA PRI aT Canx*Do 900 800 600 500 400 300 200 100 ‘Bf : BAA “(PISO RA A (%) 20195F 11 AxA2Q 11 AR2Q <= >--—. emzeea aE FES MX KSB IBAA DHMRARMLI-LOBD —-6BAR OEARSRLIZLOBH -BEBARA | | 4 RoE w Qe BAR RDINA SB —-3/BAR => 32BANOMD 15 © CAN DO CO.,LTD. All rights reserved.
Slide 16: Bet + oy 4-JO—OKR Can*Do
Bet + oy 4-JO—OKR Can*Do (#7: BAA) 20204F11 ARR 20 968 689 A 1,121 353 A 135 AO 0 0 4,299 A 109 4,010 933 noon 1657 A768 4190. ee 0 “fi 0° Reser SSCF #2CF SA5CF RSI KSRRSA RESurRa @2Rt1I/1-70-OARO hie S AS weal ak 776 BASALT. MAR BSR BAA, KCHREORDI0SRDAS REA BISA RBOMDSSIBAA, AARSORL236B HAS 16 © CA
Slide 17: 2020年11月期通期の業績予想の修正内容について
2020年11月期通期の業績予想の修正内容について 17
Slide 18: Can*Do
Can*Do 20202711 AHOMU MAA EPRA 18
Slide 19: CanxDo
CanxDo 2020711AR) FR SRA Et [Rca T Of ORT! 100FI 5+ {ihe a IIVFRIARAIED Rida OP ocbse HH Wa dE 19
Slide 20: Can*Do
Can*Do 20204711 AHWORAMRUMA: I [DFU FRI ATEO Hae ) 20
Slide 21: DIV FA AROSILESH Sel CanxDo
DIV FA AROSILESH Sel CanxDo FIVF VA RROSILESH HME B AREER S LS BAR RHE IK Ee IRE OBL HH EET B THEREON BARE BM AFRACHICASH OME MSHA ROMK M BRE, 41207 UL LSSRAIENO SIFEE ch SES SRE FC eT ALG 1 © CAN DO CO.,LTD. All rights reserved.
Slide 22: CanxDo
CanxDo DIVFVIAZRHIKKSHEOAU Yb BSSAORL 8 SAO Rt M At CRURAGL HmDITYIyTFiEM TIIFRAK $-t- BBS CH SUSUR ALUPAOMIE Set Wf HR ARATS COWISAT RE B RAAOML 22 © CAN DO CO.,LTD. All rights reserved.
Slide 23: Can*Do
Can*Do pi Es ag) 1,200 1,150 1,065 1,100 1,050 1,050 1,008 1,000 950 900 20204711 AHA OX) Ha + 100-70058H . sRiR : OOH 23 © CAN DO CO.,LTD. All rights reserved.
Slide 24: Can*Do
Can*Do Sat bb SLRS ee 202075 AARAR : ( )AlcHeAce At 54 f(5.2%) HE 215 chee 12618 (12.1%) Et 815 (0.8%) ia Bae HHI On 34/5 (3.3%) 391 (37.5%) FUN » RS 17415 (16.7%) ii 176)5(16.9%) € BE 918 (0.9%) 1,044 5a He O18 He 2855 24 © CAN DO CO.,LTD. All rights reserved.
Slide 25: Canx*Do
Canx*Do me easel » DOMA—Y BET OW (BAR - 202053 A12BA—TFY- 130 -DOMA—V 15/8) 25 © CAN DO CO.,LTD. All rights reserved.
Slide 26: Can*Do
Can*Do 20205F11 AHORA RUA: I [=—Aloale TOs sab FE 26
Slide 27: -—— Zc + SAAS Can*Do
-—— Zc + SAAS Can*Do 20205711 AR9 MianbAsé7 St B SZHRO-——ZAILMETS HERO RL NFLT4 IBA ean bas MAUL TUT1—-OBBSIER 7 © CAN DO CO.,LTD. All rights reserved.
Slide 28: shit OD Fe SL BASE CanxDo
shit 4 OD Fe SL BASE CanxDo {mF 200F3, 300F1, 400F1, 500F (#5) Roc bade 2020477 A M100 Cheeta CEG Gok ham BBA hihi ChscL AMO ma ota BM —KHe Coen hO wim B #8 tea ian bass ayes 28 CAN DO CO.,LTD. All rights reserved.
Slide 29: 4th {ii A SEB BS OD SHE HE CanxDo
4th {ii A SEB BS OD SHE HE CanxDo O100F CREA CER RokR aa"; nie FN—-tiv HVULKABF AhbyFAUN a I I WF OY * F ' te : " a - has Vs ' ~ thi 5G! ] “Se Qa: thie CIEL RMOBD OM @O—MnE CUENHO ida DVeUTR BAA6Som ATYLARWL WIFAIPY FEB E/N4 LIN 29 © CAN DO CO.,LTD. All rights reserved.
Slide 30: fe A FF OD FS oO AR Sc Beda SO xt hes
fe A FF OD FS oO AR Sc Beda SO xt hes Canx*Do 4th 4 iO mORIRL FOS A RYU RABE VayveEIws Sif © CAN DO CO.,LTD. All rights reserved.
Slide 31: FA Pi4 OE FL EME O HEE CanxDo
100 FA Pi4 OE FL EME O HEE CanxDo DOBSHRA-—ZIMGT SHR ORL VS LT ACBA Ei SE KUZORMLALS— — oAGRER Yt BEBHUT YX BBA = OHUSHIFORSER JSOLIRBACYY—ZX ’ #: => (or COR—DISABEN TSM BIS, HHOADEWRUERVET. 31 © CAN DO CO.,LTD. All rights reserved.
Slide 32: Instagramによる需要創出活動の強化
InstagramlLk Smee MOBIL Ca n* DO ‘PVPAOFVALAMGEL CE BEM Cho — BRIE, IAEISES EA - BR. + 07—Bis, 2020 7AM. (OHA -HARHSLY ALT id, 4747 Gt 10,0008) ‘SBRSGHRICKSR REAL RE RRA om: <FAAI—O FOCUS Ly BAD BY —IL APP ILPY— IL-9Y—v as A? Ss 32 © CAN DO CO.,LTD. All rights reserved.
Slide 33: TwitterickS BEA EHO BME CanxDo
TwitterickS BEA EHO BME CanxDo MBAS IALAMBELCEHehC hh BRL, REISE -4A—DFROInstagramicatL, {Hees & es F ST witte ct Asn AF 47 CRY bf oni ety y4—b SELB I TARE Twitter a—Y IRAE OR BREST CHOCOTTO LEauAT Sea Planet PUYAFSIAE AN-JYTRI-Y- HVFUTIZ 33 © CAN DO CO.,LTD. All rights reserved.
Slide 34: Can*Do
Can*Do 20205F11 A HIOR ARV AA: I [Rast 77 Oi] 34
Slide 35: 第27期 販売戦略
第27期 販売戦略 多様化するお客様のニーズに対応する販売戦略の推進 ■ 他価格帯の商品の販売開始の準備 ■ リニューアル（55店舗) ■ QRコード決済の順次導入 ■ SNSとの連動 ＋ 店頭イベント ■ 接客教育への取り組み ■ レジ袋有料化への対応（2020年7月～） 35
Slide 36: V=4—F )LAORU MH Can*Do
V=4—F )LAORU MH Can*Do 4A MAO BEAR) Yr-31—F LAT Yr-31—F7 LE 36 © CAN DO CO.,LTD. All rights reserved.
Slide 37: ETE ADEA OER AL A Can*Do
ETE ADEA OER AL A Can*Do Can*Do CankDo Peya eye Prva as eye Prva Py ye rye Pye Prva Pry vy rye Prva rye rye Pre e perl Jo NS ea a \ Fes tei-tei Marché * Fes tei-tei Marché * nee a 37 © CAN DO CO.,LTD. All rights reserved.
Slide 38: BEAEAORUMA CanxDo
BEAEAORUMA CanxDo HG|I-kOAAY—)LOGE EUKBKRRE A =i == #EVIAy Ie #EBIUVTALORF 38 © CAN DO CO.,LTD. All rights reserved.
Slide 39: SS RUEN OSI Can*Do
SS RUEN OSI Can*Do maARTRAOKH LIRISHB TIM, CAMTTIA PANY INSOTEN EBM LET LIRETHLOS SMS IB) Trae is char for shoeing bags, bt wuld you the to mae or? om RHRAHKR, aeRES? L D4 AR LARS : M242. cmxHi23emxVF12em LSARM : HA60 cmxMI32cmMxVF1ZCM BMY <a Can*xDo Can*xDo LURAMESA7/1~) Sa =7—YayvA#—-KFC/1~) 39 ©
Slide 40: Can*Do
Can*Do 20204711 AHORA RUA: IV tA SA~OMRVMA 40
Slide 41: CanxDo
CanxDo 20174711 ARIS be LEAS aR MRIS, RB RMACLT WY—AERADL, MRL CARH EILEHEL CHET, BMEARAA OMY MA BM AFFEAOME BRA MERORML 41 CAN DO CO.,LTD. All rights reserved.
Slide 42: Can*Do
Can*Do { C2 ] ABRAMS CHSRASAT LU FOOREORB, HL, BOR aOR. FP, BES O56, FERWSRCEUAOSL, FRORGIATS BBL CH, VAPCFERGEAE BA CHIEF. CHO OTRIL, BREA F A RESRD CRASH T yU RO ORE ROW RIK BOWTHERMEN THIET. RRORB S, HAGERGRRIILY, RMABLELKE<LRESMREGVISEH, RAR BLOASHMHICKMT SOCLEBAUEECKIBMUUELET. Ek, ABAL, RADBEAW