The 100 yen shop market in 2025 will be approximately 1.1 trillion yen, explaining the characteristics of Daiso and Seria

According to Teikoku Databank, the market size of 100 yen shops in 2025 will be approximately 1.11 trillion yen. Oligopoly is progressing with Daiso, the largest company, in the lead, and Daiso and Seria alone have a market share of over 80%.

I get the impression that both companies sell similar products, but while Daiso sells some products that are more expensive, Seria has always sold products priced at 100 yen. The reason Seria is able to maintain its price at 100 yen is because of its unique product mix. We will explain the characteristics and differences between Daiso, which boasts an overwhelming market share, and Seria, which follows closely behind.

Daiso has posted record sales for 15 consecutive years

Daiso Sangyo, which operates Daiso, continues to do well. Non-consolidated sales for the fiscal year ending February 2025 were 676.5 billion yen, and 698.3 billion yen for the fiscal year ending February 2026. This is the 15th consecutive year that sales have reached a record high, due to increased demand for 100 yen products due to a growing trend toward saving money. The number of domestic stores increased from 4,625 to 4,784 during this period.

Daiso has 76,000 products and develops about 1,200 products every month. PB (private brand) accounts for 90% of products, and food accounts for 10%. Since food products are manufactured products, most non-food items are considered to be PB products. Non-food items include a wide variety of interior goods, fabric items, stationery, tableware, and outdoor goods.

Daiso has the know-how to open stores in a variety of locations, including roadside stores, inside facilities, and in shopping streets. The sales floor area ranges from smaller than a convenience store to 1,600 tsubo, which is three to four times the size of an average supermarket.