7082 Jimoty
- Jun 17, 2025
- 1 min read
Jimoty is the Japanese version of Craigslist, operating the online bulletin board "Jimoty." Posts local information such as used goods and job listings. Expanding reuse centers.
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Jimoty is uniquely "free riding" on municipal governments' efforts to collect used products from the residents and sell them for fee thru its online & physical retail platform
https://x.com/sankosako/status/1957560332962132188
Interesting collaboration with a famous moving company, Sakai
Sakai collects used items from its moving customers, and sell those in Jimoty stores
Attached pic is from FY 2025 Dec 1Q earning presentation deck (dated May 15, 2025):
i like Jimoty's moat - likely no one else would be able to replicate the user base, brand recognition and municipality relationships
for someone's deep dive dated April 2025, see below (in Japanese and you have to sign up to see entire article):
https://industrysafari.theletter.jp/posts/1f0c3bd0-178f-11f0-9b26-0941f5efd77f
at share price of 2000, mkt cap is 10 bil yen vs net cash of 1 bil yen
Jimoty has established a unique service positioning. It operates on a concept of no fees for users and direct hand-to-hand transactions without delivery, enabling the disposal of large used items like appliances and furniture, which are difficult to list on C2C platforms like Mercari or Rakuma. The advantage is that buyers can acquire these items at very low prices
The new strategy of brick-and-mortar store expansion, in tie-up with local municipalities, seems to be going well and creating synergy for its app's PV growth. The co targets rev of 13.5 yen with 25% profit margin in 2030 (vs 2025 forecast of rev…