
35幎ãããŠèŠã€ãããèªåã®ããã·ã§ã³ããã¯ãããŠã®noteã
ç§ã¯ã2026幎3æã§35æ³ã«ãªãã
ããªãããã®ã§ãå°ãç«ã¡æ¢ãŸã£ãŠæ¯ãè¿ãããšã«ããã
21æ³ã§èµ·æ¥ãããªã¯ã«ãŒãã§éæMVPãã¯ã©ãŠãã¯ãŒã¯ã¹ã®ITããªãŒã©ã³ã¹äºæ¥ã®æ¬éšé·ãM&AãPMIãæ
åœãã°ã«ãŒãäŒç€Ÿã®åç· åœ¹ãšããŠèµ€åã ã£ãäŒç€Ÿã3ã¶æã§é»åã«å€ããŠå¹Žé売äžãå¶æ¥å©çãæé·ãããã
ãããããã£ãŠãããã35幎ãããŠãããããèªåã®ããã·ã§ã³ãã¯ã£ãããšèŠããæ°ãããã
ãã®noteã¯ããã®æ£åžããšã次ã®å®£èšã ã
èµ°ããªãäœã§èŠã€ãããåã¡æ¹ã
å°åŠ4幎çã§ãã®ã©ã³ãã¬ãŒçå矀ãçºçããã
æè¶³ã®èªç±ã倱ã£ãããæ»ãã®ãªã¹ã¯ãåããããããªãããªãç¶ãããã
æãããã«ã¯å埩ããªããçŠãã ããåãæ¯æ¥ã ã£ãã
ããã§ãããã£ãšããŠããããªãã£ãã
ãŸã èµ°ããªãç¶æ
ã§ããœããããŒã«ãå§ãããèµ°ããªããªããæãŠã°ãããå®åã¯ãã¡ãŒã¹ããèªåã®äœã§æå€§éã®è²¢ç®ãã§ããããžã·ã§ã³ãéžãã ã
ãã®åŸãæ
åœå»ãé©ãå埩åã§ãé èª¿ã«æè¶³ã®èªç±ãåãæ»ããŠãã£ãã
6幎çã«ãªã£ããäžçªãã¡ãŒã¹ãã®ã¬ã®ã¥ã©ãŒãæŽã¿ãå°åºå€§äŒã§æºåªåã
åªç§éžæè³ã«ãéžåºãããã
å¶çŽãããäžã§ãäœãããã°åãŠãããèãæãã
ãã®æèŠãããã¹ãŠã®å§ãŸãã ã£ãã
äžåŠã§ã¯éçéšã«å
¥ãããšãŒã¹ã»ãã£ããã³ã»åçªãä»»ãããã
å®çžŸãèªä¿¡ãã€ããç¶æ
ã§ãæåŸ³çŸ©å¡Ÿé«æ ¡ã«é²åŠããã
ç®æšã¯äžã€ãç²ååã
ããããå
šåœã¬ãã«ã®å£ã¯æ³å以äžã ã£ãã
åªåã¯ããããå®åãè¶³ãããã¬ã®ã¥ã©ãŒã«ã¯ãªããªãã£ãã
ããã§ãè
ããªãã£ããèªåã«äœãæ®ã£ãŠããããèããã
ã³ã³ãããŒã«ã«ã¯èªä¿¡ããã£ãããªã®ã§ãããã£ã³ã°ãããã£ãŒãå¿é¡ããã¬ã®ã¥ã©ãŒé£ã®ææåŒ·åãæ¯ããã
åæã«å¿æŽå£é·ãšããŠãã¹ã¿ã³ãããå£°ãæ¯ãããŠä»²éãéŒèãç¶ããã
ããŒã ã¯ç²ååã«åºå Žããããããã£ã³ã°ãããã£ãŒãšããŠç²ååã®åãèžãããšãã§ããã
ã°ã©ãŠã³ãã«ãéžæããšããŠã¯ç«ãŠãªãã£ãã
ã§ããèªåã®åŒ·ã¿ã掻ãããŠããã®å Žæã«ãã©ãçããã
èªåãã°ã©ãŠã³ãã«ç«ãŠãªããŠããçµç¹ãåãããããšã¯ã§ããã
èªåã«æ®ããã匷ã¿ãèŠã€ããŠãæå€§éã®è²¢ç®ãããã
ããåãã°ãå¿
ãå ±ãããã
10æ³ã§æè¶³ã®èªç±ã倱ãã18æ³ã§ã°ã©ãŠã³ãã«ç«ã€å€¢ãææŸããã
ã§ãããã®2ã€ã®çµéšãæããŠãããããšã¯åãã ã£ãã
å¶çŽã®äžã§åã¡çãèŠã€ããããšããããŠãèªåã䞻圹ã§ãªããŠããããŒã ãåãããæ¹æ³ã¯å¿
ããããšããããšã
ãã®2ã€ããèªåã®ãã¹ãŠã®å€æã®åå°ã«ãªã£ãŠããã
æžæ²¢æ äžãšãèªåã®ããã·ã§ã³
æåŸ³çŸ©å¡Ÿã忥ãã倧åŠã«é²ãã ã
転æ©ã¯ãããŸããŸèªãããŠåå ããã»ãããŒã ã£ããããŒãã¯æžæ²¢æ äžã
ãè«èªãšç®ç€ãââé埳ãšçµæžã®äžäœåãšããèãæ¹ã«ãé ãæ®Žããããããªè¡æãåããã
皌ãã ãã§ããã¡ã皌ããªããã°ãé埳ã瀟äŒè²¢ç®ã絵空äºã§çµããã
æžæ²¢æ äžã¯ãã®äž¡èŒªãåããªãããæ ªåŒåžå Žãéè¡ãæ°çŸã®äŒæ¥ãç«ã¡äžããäœçŸå¹ŽåŸãæ®ã瀟äŒã®ã€ã³ãã©ãã€ãã£ãã
èªåãããããããšã¯ãããã ãšæã£ãã
ãã ãæžæ²¢æ äžã«ãªããããšæã£ãããã§ã¯ãªããèªåãªãã«è§£éããã®ã¯ããããããšã ã£ãã
ãèªåãããªããªã£ãŠãæ©èœãç¶ããä»çµã¿ãã€ããããšããæã倧ããªäŸ¡å€ãæ®ããã
ãã®æ¥ããããã®äžè¡ãèªåã®çãäžã«ããã
èµ·æ¥ããå¶æ¥ãããããžã¡ã³ãããM&AããPMIãã
ãã¹ãŠãã®ææ³ã®å»¶é·ç·äžã§ãã£ãŠããã
14幎éã®è»è·¡
æ¯ãè¿ãã°ã14幎éã®ãã£ãªã¢ã¯3ã€ã®ãã§ãŒãºã«åãããã
21æ³ââãŒãããã€ããã
倧åŠåšåŠäžã«ãã©ã€ãã«ãžã¥ãšãªãŒãšãã€ã€ã¢ã³ãã®å°éåºãèµ·æ¥ããã
äœããªããšããããäºæ¥ãã€ããã
ãã®åäœéšãããã¹ãŠã®ãã£ãªã¢ã®åºçºç¹ã«ãªã£ãã
26æ³ââãåãã®åšåãç¥ãã
æ ªåŒäŒç€Ÿãªã¯ã«ãŒãã«å ¥ç€Ÿããã飲é£é åã®åºåå¶æ¥ãšããŠãå ¥ç€Ÿåæãã19ã¶æé£ç¶ã§æ°èŠé¡§å®¢ãç²åŸã21ã¶æé£ç¶ã§å šææšãéæããã
çµæãšããŠã飲é£äºæ¥é åã®å¶æ¥2,000人ã®äžããéæMVPã«éžã°ããã
ãã ãå人ã®åã§ç²ãããšã¯æã£ãŠããªãããã£ãããšã¯ãåã¡ãã¿ãŒã³ãèšèªåããåçŸå¯èœãªåã«ããããšãå±äººçãªãé 匵ããã§ã¯ãªããæ§é åããããæ£ããåªåãã§ææãåºãã
ãã®æèŠãæŽãã ã®ããªã¯ã«ãŒãæä»£ã ã£ãã
ãã®åŸã12åã®ãããžã¡ã³ããçµéšããã
ã¡ã³ããŒ2åãæé衚地ãç²åŸãããã
å
šåœã®ã¡ã³ããŒããéžæããããã¬ããžãåè«è³æãå
šã°ã«ãŒãã«å±éããå¶æ¥æšé²ãçµéšããã
äžã§ãå¿ããããªãã®ã¯ã2020幎ã®ã³ããçŠã ãç·æ¥äºæ
宣èšã§é£²é£æ¥çã¯å£æ»
çãªææãåãããåºåãåºãã©ããã§ã¯ãªãã
ææ¥ã©ããããââ
飲é£åºã®çãããçŽé¢ããŠããã®ã¯ãããããæ¬¡å
ã®è©±ã ã£ãã
ãã®ç¶æ³ã§ãæ¹ããŠèãããä»ã®é£²é£åºã«æ¬åœã«å¿
èŠãªããšã¯äœãã
ç§ããããããããŒã°ã«ã¡ãæäŸã§ããä»å 䟡å€ãšã¯äœãã
äŒç€Ÿã®æ ãè¶
ããŠåããã
飲é£åºã®æ¹ã
ãååºè¡ã®æ¹ã
ãã¿ã¯ã·ãŒäŒç€Ÿãšã飿ºãã
ä»ã§ãããããŒãããªããªãŒãã®ä»çµã¿ãäœã£ãã
ååºè¡ã®é£²é£åºãçãäžãã
çµæãšããŠæ²èŒä»¶æ°ã®æšå¯Ÿæ¯ã¯å
šåœå¹³åYoY85%ã®äžã
YoY102%ãŸã§å埩ãããã
æ£çŽã«èšãã°ã
èªåã®MVPãããã¡ã³ããŒã衚地ãããç¬éã®æ¹ããã£ãšå¬ããã£ãã
ãããŠãã以äžã«ã飲é£åºã®çãããç¬é¡ãåãæ»ããŠãããããšã
ãã®åºãå©çšããè¡ã®çãããåãã§ãããããšã
ãã®æ¯è²ããèªåã«ãšã£ãŠã®æ¬åœã®ææã ã£ãã
æåŸ³çŸ©å¡Ÿã®å¿æŽå£é·ã®æãšãåãæèŠã ã£ãã
31æ³ââèšèšå³ãæãåŽãžã
ããããã®ãã£ãªã¢ã¯ãäžæ°ã«é åãåºãã£ãã
M&Aã¯ã©ãŠãã§ã¯ããã©ãããã©ãŒã äºæ¥éšãã€ãµã€ãã°ã«ãŒãã®ãããŒãžã£ãŒãšããŠãããŒã åæå£²äžç®æšã®éæç116%ãèšé²ããã
ã¯ã©ãŠãã¯ãŒã¯ã¹ã§ã¯ãã€ã³ãµã€ãã»ãŒã«ã¹ããŒã ã®ç«ãŠçŽããä»»ããããæéã®åè«èšå®æ°ã200ä»¶ãã1,000ä»¶ã«åŒãäžããã500%ã®æé·ã
ãã£ãŒã«ãã»ãŒã«ã¹ã®ãããŒãžã£ãŒãå
Œåãã売äžã3ã¶æã§çŽ2åã«ããã幎éã®éè·è
ã¯ãŒããããŒã ã§å¹ŽéMVTïŒæåªç§ããŒã è³ïŒãåè³ããã
éšé·ãšããŠã¯ã3å¹Žéæšªã°ãã ã£ãç¶ç¶çã1.3%æ¹åããããªãŒã©ã³ã¹ãžã®å ±é
¬å䟡ã3.3%åŒãäžããã6ã¶æã§5åã®ã¡ã³ããŒããããŒãžã£ãŒã«ä»»çšããèªåã®å
Œåãè§£æ¶ããŠã¡ã³ããŒã«æ°ããæ©äŒãã€ãã£ãã
æ°èŠäºæ¥ã2ã€ç«ã¡äžããããããªãŒã©ã³ã¹ã³ãã¥ããã£ãçºè¶³ãããã
æ¬éšé·ãšããŠã¯ãäºæ¥éšç®æšã®å
šææšãéæãã
M&Aã2ä»¶å®è¡ããŠPMIãäž»å°ããã
ã°ã«ãŒãäŒç€Ÿã®åç· åœ¹ãšããŠã¯ãçµå¶æŠç¥ã®ã¢ããããŒããKPIãããžã¡ã³ãã®å°å ¥ãå¶æ¥çµç¹ã®ç«ã¡äžããªã©ãéããŠã3ã¶æã§èµ€åãé»åã«è»¢æãã売äžãYoY135%æé·ãå®çŸãããã
æ¯ãè¿ããšã21æ³ãã26æ³ã¯ããŒãããã€ããåãã磚ããææã
26æ³ãã31æ³ã¯ãåã«ããåãã磚ããææã
ãããŠ31æ³ããä»ã¯ãèšèšå³ãæãåãã磚ããŠããææã ã£ãã
ããããã®ãã§ãŒãºã§ãæ±ãããŒãã®æœè±¡åºŠãäžæ®µãã€äžãã£ãŠãã£ãã
ããããæ ¹ã£ãã«ããææ³ã¯ãã£ãšåãã ã
ãèªåãããªããŠã匷ããªãä»çµã¿ãã€ãããã
35幎ãããŠèŠã€ãããèªåã®ããã·ã§ã³
35幎ãããŠããã£ãããšãããã
ç§ã®æŠåšã¯ãäºæ¥ãšçµç¹ã®èšèšå³ãæãããšã ãåã¡ãã¿ãŒã³ãèšèªåããä»çµã¿ã«èœãšãã人ãè²ãŠãèªåãããªããŠãåãç¶æ ãã€ããã
ã§ã¯ããã®æŠåšãäœã®ããã«äœ¿ãã®ãã
ãåãšçµç¹ã®æé·ãä¿ããåæ§ãšæèœãçºæ®ããã瀟äŒãå®çŸããã
ããããèªåã®ããã·ã§ã³ã ãšæã£ãŠããã
èšèšå³ãæãã®ã¯ãçµç¹ãå¹çåããããã ãã§ã¯ãªãã
ä»çµã¿ãæŽããçµç¹ã匷ããªãã°ãäžäººã²ãšããèªåã®åæ§ãšæèœã«éäžã§ããããã«ãªãã
å±äººçãªé 匵ããæ ¹æ§ã§ã¯ãªããæ§é ãäººãæŽ»ããã
ããããçµç¹ãã€ããã°ã
人ã¯èªç¶ãšæé·ãããã®äººãããåãçºæ®ãå§ããã
å°åŠ4幎çã®ç
宀ã§ããèªåã«ã§ããããšã¯äœãããèããã
æåŸ³çŸ©å¡Ÿã®ã¹ã¿ã³ãã§ããã°ã©ãŠã³ãã«ç«ãŠãªããŠãåãããæ¹æ³ã¯ããããšç¥ã£ãã
倧åŠçã®æã«åå ããæžæ²¢æ äžãããŒãã®ã»ãããŒã§ã
ãèªåãããªããªã£ãŠãæ®ãä»çµã¿ã«äŸ¡å€ãããããšç¢ºä¿¡ããã
ãªã¯ã«ãŒãã§ãåãã€ããã°ã¡ã³ããŒãèŒãããšãäœæããã
ã³ããçŠã§ãä»çµã¿ãã€ããã°é£²é£åºã®çãããè¡ã®çããã«ç¬é¡ãçãŸããããšãç®ã®åœããã«ããã
çµå±ã35幎éãã£ãšåãããšãèããŠãããå¶çŽã®äžã§åã¡çãèŠã€ããèªåãããªããŠãæ©èœãã圢ã«ä»äžããããããŠãã®å ã«ãäžäººã²ãšãã®åæ§ãšæèœãçºæ®ãããç¶æ ãã€ããã
æžæ²¢æ äžãäœçŸå¹Žãæ®ã瀟äŒã®ã€ã³ãã©ãã€ãã£ãããã«ãèªåã¯ãåãšçµç¹ãå
±ã«æé·ãç¶ããã€ã³ãã©ãã€ãããèŠæš¡ã¯éãã
ã§ããææ³ã¯åãã ã
ããããèªåã®ããã·ã§ã³ã ã
次ã®5å¹Žãæ¬¡ã®10幎
次ã®5幎ã§ããããšæ±ºããŠããããšãããã
ããããã®æ¶è²»ãšçµæžã®äžå¿ã«ãªãé åã§ãäºæ¥ãšçµç¹ã®èšèšå³ãæãã
æé·éäžã®äŒç€Ÿã«å
¥ããæ§é ãæŽããåã¡æ¹ãåã«ããã¹ã±ãŒã«ãããã
ãã ãèšèšå³ãæãã ãã§ã¯è¶³ããªãããšãããã®14幎ã§åŠãã ã
ã¯ã©ãŠãã¯ãŒã¯ã¹ã§æ¬éšé·ãåããŠããæã®ããšã ã
æ¢åäºæ¥ã®èšèšå³ãæããå®è¡ãã1幎éã§ææãåºããã
ããããã®åŸãæ§ã
ãªäºæ
ãããç§ã®èšèšå³ãšã¯éãçµå¶å€æãè¡ããã
äºæ¥ã®æ¹åæ§ãå€ãã£ããç§ã¯ãã®ãªã¹ã¯ãäºåã«æç€ºããŠããã
ãã®ãŸãŸé²ãã°äºæ¥æ§é ã厩ããããããšã
ãããåœæãç§ã¯å
ŒåããŠããã°ã«ãŒãäŒç€Ÿã®PMIã«éäžãããã§ãŒãºã«å
¥ã£ãŠããããã®äºæ¥ãé¢ããããšã«ãªã£ãã
é¢ããåŸãåŒãç¶ããªã¹ã¯ãäŒããããåãå
¥ããããªãã£ãã
æç€ºããŠãããªã¹ã¯ããã®ãŸãŸçŸå®ã«ãªãã
äºæ¥æ§é ã厩ããŠããã®ãèŠãŠãããããªãã£ãã
æããã£ããã§ããæ¯ãè¿ãã°èªåã«ãè¶³ããªããã®ããã£ãã
èšèšå³ã®æå³ãèæ¯ããèªåã ããçè§£ããŠããŠãæå³ããªãã
çŸå Žã«ããçµå¶é£ã«ããããããå
¥ç€ŸããŠãã人ã«ãããããããã«äŒãããå¿
èŠããã£ãã
è§£å床ãäœã人ã責ãããããŠä»è²¬ã«ããã®ã§ã¯ãªãã
誰ã«ãšã£ãŠããããããã説æãã
çŽåŸããŠããããšãããŸã§ããèšèšããªã®ã ãšåŠãã ã
ãããŠããäžã€ã
瀟äŒãäŒæ¥ãå€åãããããã¯åæã ã
ã ãããããèšèšå³ã«ã¯ãå€ããŠããããšããå€ããŠã¯ãããªãããšããå€ããŠããããæ¡ä»¶ãããããšããæç¢ºã«æžã蟌ãã§ãããªããã°ãªããªãã
ããããªããã°ãèšèšè
ãããªããªã£ãç¬éã«æ§é ã¯åŽ©ããã
äºæ¥ã®ç¶ç¶æ§ãã®ãã®ã倱ãããã
èªåãããªããŠãæ©èœããä»çµã¿ãã€ããââãã®äœ¿åœã¯å€ãããªãã
ãã ããèšèšå³ã¯ãæãã°ãããã®ã§ã¯ãªããã誰ãèªãã§ãåãè§£å床ã§çè§£ãå®è¡ã§ããç¶æ
ã«ããããšãããŸã§ãããã£ãŠãåããŠå®æããã
ãããã14幎ãããŠèŸ¿ãçããä»ã®çµè«ã ã
å人ã®é 匵ãã§ã¯ãªããä»çµã¿ã§åã€çµç¹ãã€ããã
人ãè²ã¡ãäººãæŽ»ããæ§é ãã€ããã
ãããŠãèªåãæããåŸãæé·ãç¶ããç¶æ
ãæ®ãã
10幎åŸã«ã¯ããã®çµéšãããšã«ãè€æ°ã®äŒæ¥ã®æé·ã«é¢ãã£ãŠãããã
ç§ãé¢ãã£ãçµç¹ããèªåã®æãé¢ããŠãé²åãç¶ããŠããã
ããããç§ã«ãšã£ãŠã®æé«ã®ææã ã
å ·äœçã«æ¬¡ã«äœãããã®ãã¯ãè¿ããã¡ã«ãã®noteã§æžãã
ãã®noteã«ã€ããŠ
35æ³ãåã«ãnoteãå§ããããšã«ããã
æžããŠããããŒãã¯ãèªåã35幎éã®äººçã§ãã£ãŠããããšã®å»¶é·ç·äžã«ããã
å¶æ¥çµç¹ã®èšèšãæ¡çšãM&Aã»PMIã®å®åãçµç¹ã®ã¹ã±ãŒã«ããããžã¡ã³ãã®ãªã¢ã«ãæåãã話ã ãã§ã¯ãªãã倱æãã話ããè¿·ã£ã話ãããã®ãŸãŸæžããŠããã
誰ãã®ãã³ãã«ãªãã°å¬ãããã
ãã以äžã«ãèªåèªèº«ã®æèã®æŽçãšããŠãç¶ããŠããããã
35幎ãããŠãèªåã®ããã·ã§ã³ãèŠããã
ããããå ã¯ãããã蚌æããæéã ãšããããããŠããŸãã