YONDOSHI HOLDINGS INC.
Prime Market, Tokyo Stock Exchange (8008)

Reference Materials
April 14, 2023

Note: Amounts identified in this report are presented in millions of yen rounded down. Percentage figures are calculated from raw data.

Disclaimer: Operating forecasts and forward-looking statements that are not of historic fact are based on information available
to management as of the date of this report. Subject to a variety of risks and uncertainties, these forecasts and forward-looking
statements may differ substantially from actual results due to a diversity of factors including changes in the Company’s
operating environment, market trends and fluctuations in foreign currency exchange rates. As a result, readers are advised notto rely solely on the information provided as the basis for investment decisions.

11． Net Sales by Business (Consolidated)
FY 2019 (2020/2)(Millions ofyen, %)Actualresults

FY 2020 (2021/2)

Share(%)

Actualresults

Share(%)

FY 2021 (2022/2)

FY 2022 (2023/2)

Actualresults

Actualresults

Share(%)

Share(%)

Jewelrybusiness

26,98760.0

20,641

52.3

18,49748.5

18,58747.0

Apparelbusiness

17,98340.018,807

47.7

19,626

51.5

20,921

53.0(The AS’TYGroup)

10,552－

9,624－

9,396－

9,910－(age)

9,414－

10,660－11,815－

12,656－

Total

44,970100.039,449100.0

38,123100.0

39,508100.0

Note: YONDOSHI HOLDINGS applied the “Accounting Standard for Revenue Recognition” (Accounting Standards Board of Japan Statement No. 29, March 31, 2020) effective from the beginning of
the fiscal year ended February 28, 2023. Figures for the fiscal year under review are after application of this accounting standard.

2. Overview of Capital Investment as well as
Depreciation and Amortization (Consolidated)
FY 2020 (2021/2)

FY 2021 (2022/2)

Actual results

Actual results

FY 2022 (2023/2)(Millions of yen, %)Actual results

YoY (%)

Capitalinvestment

365

123

559+351.9

Depreciation
andamortization

659

464

396

－14.5

Capitalinvestment

344

335

394

+17.5

Depreciation
andamortization

340

339

352

+3.6

Jewelry BusinessApparel Business3. Overview of Employees (Consolidated) and
Board of Directors
FY 2020 (2021/2)
Regular employees(The number in a parenthesis represent
female employees ) (Persons)

FY 2021 (2022/2)

FY 2022 (2023/2)

1,356 (1,152)

1,252 (1,071)

1,149 (977)Part-timers (Persons)

904

952

1,059

Total (Persons)

2,260

2,2042,208

Ratio of female employees (%) *185.0

85.5

85.0

*1 Ratio of female employees excluding part-time employees.

FY 2020 (2021/2)

FY 2021 (2022/2)

FY 2022 (2023/2)

Number of board of directors meetings(Times)

151818Outside directors’ attendance to the boardof directors meetings (%)

100.098.6

98.5

Number of outside directors (Persons) *2445*2 The number of outside directors for FY 2022 includes one outside director who retired on May 26, 2022.

4. Jewelry Business: Sales by Brand and Product
FY 2020 (2021/2)

FY 2021 (2022/2)

FY 2022 (2023/2)(Millions of yen, %)Actual results

Actual results

YoY (%)

Actual results

YoY (%)YoY (%)

4ºC Total *1

13,553－25.7

12,088－10.8

11,871－1.8(4ºC Jewelry)(9,730)―(8,906)―(9,217)―(4ºC BRIDAL specialty store)(3,822)―(3,182)―(2,654)―EAU DOUCE4ºC346－33.4

365+5.5409+12.1

Canal4ºC

3,501－15.9

3,313－5.4

3,373+1.8

EC Business

2,040+20.52,003－1.82,242+11.9

MAISON JEWELL*2106－72.40―0―

Luria 4ºC *2106－90.2

0―0―Overseas・Advance
Sales・Other

904+17.0652－327.9

615－5.5

Total

20,560－23.5

18,424－10.4

18,514+0.5*1 The figures for 4ºC Total represent the sums of the figures for 4ºC and 4ºC BRIDAL.
*2 MAISON JEWELL and Luria 4ºC were closed effective July 2020.

5. Jewelry Business: Number of Customers andAverage Spending per Customer by Brand and Product
FY 2020 (2021/2)

FY 2021 (2022/2)

FY 2022 (2023/2)(Existingstores, %)Number ofcustomers

Averagespending per
customer

Number ofcustomers

Averagespending per
customer

Number ofcustomers

Averagespending per
customer

4ºC Jewelry－20.1－1.5－2.6－6.1

+6.2

－1.6

4ºC BRIDAL－27.1－1.6－15.9－2.7－18.5+4.4

EAU DOUCE4ºC－27.1－3.3+9.4－2.6+10.0+3.8

Canal4ºC－22.5+0.5+7.0－9.3+9.8－5.1

6. Jewelry Business : Sales by Store Channel
FY 2020(2021/2)

FY 2021(2022/2)

Actual results

Actual results

Actual results

Roadside stores

163

164

166

0.9+1.2

Bridal stores

3,824

3,183

2,653

14.3

－16.7

Fashion buildings

5,344

4,748

4,684

25.3

－1.3

Department stores

8,282

7,671

8,152

44.0+6.3

EC Business

2,040

2,003

2,242

12.1

+11.3

Overseas・Advance Sales・
Other988

652615

3.3

－5.7

Total

20,641

18,424

18,514100.0+0.5

FY 2022 (2023/2)(Millions of yen, %)Share (%)

YoY (%)

We kindly request that you direct all inquiries regarding this document and investor relations
in general to the following point of contact:

YONDOSHI HOLDINGS INC.

Corporate Planning Department (Fukuhara)
TEL+81-3-5719-3295
E-mail ir-yondoshi@yondoshi.co.jp