FAQ: SBC Medical's Strategic Shifts and Performance in First Half 2025

What is the main focus of SBC Medical’s strategic shift in 2025?

SBC Medical is focusing on expanding its franchise locations, increasing repeat customer visits, discontinuing its staffing business, making targeted divestitures to streamline operations, and revising its fee structure to position itself as a leader in the cosmetic surgery market.

Why did SBC Medical’s revenue decline in the first half of 2025?

Revenue declined 16% year-over-year to $91 million due to the company’s strategic restructuring efforts, which were anticipated and signaled in prior guidance as part of the transition to long-term competitiveness and scalability.

How has SBC Medical’s franchise network performed?

As of June 30, 2025, SBC Medical had 259 franchise locations, representing a 16% increase compared to the previous year, with 6.31 million visits over the last twelve months.

What are the key customer metrics that demonstrate SBC Medical’s strength?

Repeat customer visits grew 14%, unique customer visits increased 10%, the repeat rate among existing customers is around 72%, and average revenue per visit reached $279, up 13% year-over-year.

Who is leading SBC Medical through this strategic transition?

Yoshiyuki Aikawa, Chairman and Chief Executive Officer of SBC Medical, is leading the company’s strategic plan execution and has expressed confidence in the company’s roadmap for long-term growth and shareholder value.

What recent acquisitions has SBC Medical made to support its strategy?

SBC Medical acquired MB Career Lounge Co. Ltd. in July 2025, a provider of management support services for medical institutions, to enhance its management support services and is planning to join JUN CLINIC, a network of medical and aesthetic clinics.

What financial resources does SBC Medical have to fund future growth?

The company ended the second quarter with $153 million in cash and cash equivalents, providing sufficient firepower and borrowing capacity to fund future growth initiatives.

What does the share buyback program indicate about SBC Medical’s outlook?

The share buyback program initiated in May 2025 reflects management’s confidence in the company’s strategic direction and future prospects, demonstrating commitment to delivering value to shareholders.

Where is SBC Medical expanding its operations beyond Japan?

SBC Medical is bringing its treatments to the U.S. and Singapore as part of its strategy to differentiate itself from competition and expand its market reach internationally.

How can investors get more information about SBC Medical’s performance?

Investors can visit the SBC Medical investor relations website or refer to financial news sources like Yahoo Finance for official announcements and updates.