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What smart money is saying about Lion CorpJapan flag

4912.T · Consumer Defensive · Household & Personal Products · Market cap $3.05B

2 funds in our archive have pitched Lion Corp — most recently Artisan Partners International Explorer Strategy in June 2026.

Company profile

Headquartered in Tokyo, Japan, and established in 1891, Lion Corporation is a global manufacturer and distributor of an extensive range of consumer and industrial products. Its operations are organized into three primary divisions: Consumer Products Business, Industrial Products Business, and Overseas Business. The company offers a broad portfolio of consumer goods, including a full spectrum of dental and oral hygiene items such as toothpastes, toothbrushes, and mouthwashes, alongside diverse personal care staples like shampoos, body washes, skin treatments, and deodorants. Lion also provides various over-the-counter medicinal products, spanning analgesics, eye care solutions, cold and flu remedies, gastrointestinal medications, and vitamin supplements. Its household and kitchen essentials encompass laundry detergents, fabric softeners, general cleaning supplies, and dishwashing liquids. Furthermore, it supplies nutritional supplements and functional beverages. Within its industrial division, Lion manufactures specialized chemical compounds. These range from rubber processing additives, insulating oils, and concrete admixtures to ground improvement agents, surfactants, and cosmetic components, among others. Additionally, the company provides pet supplies and bespoke gift selections.

Fund coverage · 2 theses

  • Artisan Partners International Explorer Strategy
    June 2026

    Lion Corp is a consumer products company rationalizing SKUs and exiting unprofitable businesses to lift operating profit without hurting revenue.

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  • Artisan International Explorer Strategy
    June 2025

    Lion is a Japanese consumer toiletry business with strong brand recognition, previously overlooked due to high valuation, but now seen as an investment opportunity due to potential operational improvements and a receptive management team.

    Read the full thesis

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