2206 Ezaki Glico
- Aug 24, 2025
- 1 min read
A major manufacturer of chocolate and biscuits, including "Pocky." Also includes frozen desserts, dairy products, and processed foods. Also expanding overseas.
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Dalton owns both Ezaki and competitor Meiji Holdings
Shareholder proposals in 2024 and 2025 to Ezaki were rejected, but still continuing to buy more
https://x.com/maron_fine/status/2000739836286943453?s=20
"JP staples seem pretty cheap, but Glico seems more poorly run than Morinaga or Meiji. Operating margins are quite poor and U.S. growth is meh. They're growing in China though. Morinaga is just much cheaper and has growing topline in 3 & 5yr periods (vs neg for Glico)"
https://x.com/AltayCapital/status/1959394265706139777
Dalton increases stake to 10%
https://x.com/nomurasyo/status/1959383830470840806