SBC Medical Group Holdings Incorporated (SBC)

Over the past six months, SBC Medical Group Holdings, Inc. participated in investor conferences, was selected for inclusion in the Russell 3000® Index, and reported its Q2 and Q3 2025 results. The company launched a new brand and announced the commencement of a tender offer for shares of Waqoo, Inc. Q3 2025 financial results indicated a significant improvement in net profit and sequentially higher average revenue per patient visit, despite a year-over-year revenue decrease.

Explicit information regarding demand seasonality for SBC Medical Group Holdings, Inc.'s products and services was not found. Revenue growth has experienced declines in recent quarters, a trend expected to continue into early 2026, primarily due to increased market competition pressure. SBC's strategy includes efforts to increase customer visits and optimize its pricing, indicating a focus on managing demand through strategic initiatives rather than responding to seasonal fluctuations.

SBC Medical Group Holdings, Inc. provides management services and products to cosmetic treatment centers, primarily through a franchise model, operating in diverse medical fields such as aesthetic medicine, dermatology, and orthopedics. The company offers services including advertising, staff management, booking reservations, and facility rental services, and it also procures and distributes medical consumables and equipment to its franchisee clinics. Founded in 2000 as Shonan Beauty Clinic in Japan, the company was incorporated on January 20, 2023.

SBC Medical Group Holdings, Inc. provides management services to cosmetic treatment centers in Japan, Vietnam, the United States, and Singapore, with approximately 99% of its revenue historically generated from Japan. The company is actively pursuing global expansion, particularly in the United States and Asia, and as of December 31, 2024, it had 251 partner clinics. In November 2025, SBC Medical Group entered the Thai market through a partnership with BLEZ. The company's headquarters are located in Irvine, California, and Tokyo, Japan.

SBC Medical Group Holdings, Inc.'s brand reputation has been influenced by its market position, strategic initiatives, and internal challenges. The company aims to enhance its international reputation for quality and trust in medical care. Despite concerns raised by Japan's Ministry of Health, Labor and Welfare, SBC Medical maintained its market leadership through an appropriate pricing strategy. The company is addressing material weaknesses in its internal controls over financial reporting, and its inclusion in the Russell 3000® Index in June 2025 likely bolstered its standing.

60.82% of SBC Medical Group Holdings, Inc.'s stock is held by institutional investors, with 0.83% owned by institutional shareholders, 95.93% by insiders, and 3.25% by retail investors. Yoshiyuki Aikawa, the company's founder, Chairman, and CEO, is the largest individual shareholder, owning 91.83% of the company. Major institutional investors include Geode Capital Management LLC, SBI Securities Co. Ltd., and Millennium Management LLC. Institutional investors collectively purchased 222,279 shares in the 24 months leading up to November 2025.