KANTSU

What KANTSU does

Kantsu Holdings (関通ホールディングス株式会社, ticker: 9326) is a Tokyo Stock Exchange-listed Japanese logistics outsourcing provider operating 20+ distribution centers spanning more than 40,000 tsubo across Japan's Kansai and Kanto regions. Founded in 1983 as a single-truck operation and incorporated in 1986, Kantsu has grown into a 1,095-employee (March 2026) 3PL provider processing 15 million+ shipments annually with documented 7PPM error rate (highest industry tier 5). The company listed on the TSE Mothers Market in March 2020 and transitioned to a holding company structure on April 1, 2026, consolidating operating logistics services under subsidiary Kantsu Next Logi.

Kantsu's technology stack is built on proprietary in-house developed systems. The flagship is Cloud Thomas (クラウドトーマス), a cloud-based WMS selected for 5 consecutive years with 1,000+ customer implementations, now supplemented by the next-generation SaaS platform BRAIN AEGIS (launched July 2025). Complementary products include the Annie checklist system for warehouse workforce training, e.can for RPA-based order processing automation, and the jointly-developed Multi BOS-Line Pro automated packaging machine. Kantsu's WMS integrates with major Japanese EC platforms (Rakuten, Yahoo Shopping, Amazon, Shopify, Next Engine, Cross Mall, MakeShop, ShopServe). The company also operates Cyber Governance Lab (サイバーガバナンスラボ), a membership-based cybersecurity program launched June 2025.

Kantsu generates revenue across three streams: managed logistics outsourcing services (warehousing, distribution, cold chain logistics with 3-temperature zone capability), SaaS subscription for WMS products, and usage-based EC shipping agency fees via the GAOW platform launched April 2025. Enterprise customers are acquired via direct field sales targeting manufacturers, wholesalers, cosmetics firms, and EC operators, while GAOW provides a self-service entry point for SMB EC operators with zero fixed fees. The company holds ISO 9001 (2000), ISO 14001 (2007), ISO 27001 (2014), PrivacyMark, plus medical device sales and cosmetic manufacturing licenses — enabling service to regulated industries. Recent strategic moves include international expansion to China via Shanghai and Qingdao partnerships (September 2025), capital alliance with Rakuten Group (2019), and launch of the GAOW SMB-focused platform.

Name

KANTSU

Legal name

関通ホールディングス株式会社

Website

https://kantsu.com

Company type

Public

Founded year

1983

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Kantsu Holdings (TSE: 9326) is a Japanese logistics outsourcing provider operating 20+ distribution centers across 40,000+ tsubo in Kansai and Kanto regions, processing 15 million+ shipments annually for enterprise and SMB EC customers via managed logistics services, proprietary SaaS WMS, and the GAOW shipping platform.

Ownership category

akta.pro rank

Product category

Logistics Services

NAICS

General Warehousing and Storage (49311), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Public Warehousing & Storage (4220), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

E-commerce & Omnichannel Fulfillment Centers (Non-Temp Controlled) (TLALAAAC)

akta.pro secondary industries

Automated / Robotics-Enabled Fulfillment Centers (AS/RS, AMRs, Goods-to-Person) (TLALADAL), Distributed Order Management (DOM) & Orchestration (TLAEACAA), Warehousing & Distribution / Fulfillment Operations (BPAHAHAF)

Keywords

• Logistics outsourcing
• Warehouse management
• Ecommerce fulfillment
• Frozen refrigerated logistics
• Cloud WMS software

Headquarters

HQ city

Daito

HQ country

Japan

HQ region

Asia

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. 物流アウトソーシングサービス: 配送センター代行業務を中心とした物流サービス。委託型物流アウトソーシングを提供し、保管から出荷までのワンストップ対応を行う。BtoB・BtoC両対応で、365日出荷対応が可能。主な収益源として、物流代行・倉庫保管・冷凍冷蔵物流等の service fees が含まれる。
2. WMS（倉庫管理システム）販売・提供: 自社開発のクラウド型倉庫管理システム「クラウドトーマスPro」「BRAIN AEGIS」のSaaS型提供 및 カスタマイズ対応。
3. EC物流プラットフォーム「GAOW」従量課金: GAOWは固定費0円の従量課金型EC発送代行サービス。配送出荷費用・保管費用の実績に基づく課金の他说 model。
4. チェックリストシステム「アニー」 提供: 新規採用教育・業務平準化のためのクラウド型チェックリストシステムの月額提供服务。

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

KANTSU provides outsourced logistics and warehousing services, including delivery center operations, frozen/refrigerated logistics (3-temperature zone), EC order fulfillment, and same-day/next-day delivery on behalf of manufacturers, wholesalers, and e-commerce operators. It also develops and sells proprietary cloud-based warehouse management systems (WMS) including Cloud Thomas, Cloud Thomas Pro, and BRAIN AEGIS, plus order-processing automation (e.can), checklist systems (Annie), and cybersecurity services (Cyber Governance Lab).

Product overview

関通ホールディングス株式会社（証券コード：9326）は東証上場企業であり、物流アウトソーシング・ITソリューション・セキュリティ対策の3本柱でサービス提供している。物流アウトソーシングでは、配送センター代行・冷凍冷蔵物流・EC向け物流「GAOW」を主力に、365日対応の物流オペレーションを提供する。ITソリューションでは自社開発の倉庫管理システム（WMS）「クラウドトーマス」（Cloud Thomas）とそのPro版本、最新SaaS型「BRAIN AEGIS」、チェックリストシステム「アニー」、受注処理自動化システム「e.can」をラインナップし、物流DXを推進している。セキュリティ対策では「サイバーガバナンスラボ」を提供。これらのサービスは互いに関連付けられ、受注から保管・出荷・配送までのバリューチェーン全体をカバーする。

Differentiator

Problem solved

Functional benefit

Brands

• GAOW（ガオウ）: EC logistics platform service offering fixed-cost-free, pay-per-use shipping agency services launched in April 2025.

Products and services

• Contracted Logistics Outsourcing (委託型物流アウトソーシング) Full-service outsourced warehousing and delivery center operations handling incoming goods, storage, picking, packing, and shipping. Serves B2B manufacturers/wholesalers and B2C e-commerce operators with capability to process 15+ million shipments per year.
• GAOW (ガオウ) EC logistics platform service offering usage-based, pay-per-shipment EC fulfillment with no fixed costs, shortest 2-week onboarding, and 364-day operations. Targeted at small and growing e-commerce businesses.
• Frozen & Refrigerated Logistics Outsourcing (冷凍冷蔵物流代行)

Quantifiable outcome

• 年間1,500万個以上の出荷実績（1,200万個以上の実績を持つ企业もある）
• +6 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature8 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• フレートマンロジックス株式会社coreStrategic or Co-development Partner · 1 September 2025国際物流の専門企業との間で、資本関係を含む戦略的パートナーシップを構築。2025年9月に合意。国際物流サービス拡大に向けた提携。
• 上海外高橋港総合保税区発展有限公司（中国・上海）coreStrategic or Co-development Partner · 1 September 20252025年9月に業務委託契約を締結。中国・上海との国際物流連携。
• 青島中創保税物流有限公司（中国・青島）coreStrategic or Co-development Partner · 1 September 20252025年9月に業務委託契約を締結。中国・青島との国際物流連携。
• 株式会社Cake.jpminorStrategic or Co-development Partner · 1 September 20252025年9月に資本業務提携を締結。EC関連企業との資本・業務提携による連携強化。
• 株式会社クラダシminorStrategic or Co-development Partner · 1 June 20252025年6月に事業提携を開始。食品廃棄削減・フードマッチング领域的協業。
• 株式会社ダイワハイテックスminorStrategic or Co-development Partner · 1 July 2023株式会社ダイワハイテックスと共同企画で自動梱包機「Multi BOS-Line Pro」の提供を開始（2023年7月）。物流自动化機器の共同開発・提供。
• ハングリード株式会社（Rakuten BOSS）coreTechnology or Integration · 1 January 2021WMS「クラウドトーマス」と楽天グループのハングリード株式会社が提供する「BOSS」とのWHGWによるシステム連携を完了。EC・物流のシステム統合。
• 楽天グループ株式会社coreStrategic or Co-development Partner · 1 February 20192019年2月に楽天グループ株式会社と資本業務提携を締結。Rakuten Fulfillment Center Amagasaki开设（2019年3月）。WMS「クラウドトーマス」と楽天グループのハングリード株式会社が提供する「BOSS」とのWHGWによるシステム連携を完了（2021年1月）。EC物流领域での深い連携。

Scale indicators9 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Senko Group Holdings: Japanese logistics and trading company operating a vast 3PL network with strong e-commerce fulfillment offerings. Highly comparable to Kantsu in customer segment (EC shippers, apparel, food) and service scope (warehousing, distribution, international).
• SBS Holdings: Mid-cap Japanese logistics company focused on 3PL, EC fulfillment, and food logistics — directly overlapping with Kantsu's core offerings and customer segments across the same Kanto/Kansai geographies.
• Manhattan Associates: Leading global WMS (warehouse management system) and supply chain software vendor. Directly comparable to Kantsu's Cloud Thomas / BRAIN AEGIS as a competing cloud WMS platform sold to mid-market logistics operators.

Broad incumbents

• LOGISTEED Holdings (formerly Hitachi Transport System): Major Japanese third-party logistics provider with global footprint across warehousing, distribution, and forwarding. Comparable as a sizable B2B/B2C 3PL serving manufacturers and retailers, though much larger and broader in international reach.
• SG Holdings (Sagawa Express): Parent of Sagawa Express, one of Japan's two largest door-to-door parcel carriers, with an expanding contract logistics arm. Competes with Kantsu for EC-shipper fulfillment contracts and crowdsourced last-mile capacity.
• Yamato Holdings: Largest Japanese parcel-delivery group operating TA-Q-BIN alongside a sizable contract logistics business. Overlaps with Kantsu on EC fulfillment and oversized-shipment logistics for Japanese brands.
• Nippon Express Holdings: Japan's largest integrated logistics company with global forwarding and contract logistics. Although much larger and global, comparable in serving manufacturer/wholesaler 3PL needs and recently expanding EC fulfillment capabilities.
• GXO Logistics: Pure-play global contract logistics and e-commerce fulfillment specialist. Comparable in dedicated e-commerce fulfillment centers, automation investment, and outsourced distribution — at far greater scale and international reach.

Regional players

• FUKUYAMA TRANSPORTING: Historically trunk-haul Japanese trucking franchise that has built a Kansai-centric logistics network similar to Kantsu's east-west dual-hub model. Competes more strongly in Kansai regional shipments and B2B trucking.

Others

• Hacobell (Hacobell Co., Ltd.): Japanese 3PL operator with e-commerce fulfillment focus (e-Ninja brand) similar to Kantsu's GAOW product. Comparable as a Japanese specialist 3PL in mid-tail EC fulfillment serving SMB e-commerce merchants.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCt8zuaxhwZzD4XS7qKjcRxg
• Xx.com/kantsu_official

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KANTSU