Daily Ideas·Analysis·7832.T·2023年9月11日

Bandai Namco’s Winning Formula

This article analyzes Bandai Namco's business strategy, highlighting its diversified operations across Digital, Toys and Hobby, IP Production, and Amusement segments. The author notes the strong performance of the Toys and Hobby segment, driven by successful products like the One Piece card game and Tamagotchi Uni. While the Digital segment has faced recent challenges, the article emphasizes the company's valuable IP portfolio (Dragon Ball, Gundam, etc.), its successful partnership with FromSoftware (Elden Ring, Armored Core VI), and its potential for future growth through new game releases and media adaptations. The author concludes that Bandai Namco's diverse operations and strategic investments in its franchises provide resilience and a strong foundation for long-term growth.

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