During my time in Japan, I managed to step on my glasses—so I had no choice but to get a new pair. I took it as a chance to try out JINS’ service. I had previously written about Japan Eyewear Holdings (JEH) back in 1/25 (note attached), which targets a more premium segment. You’ve probably seen its flagship brand, Kaneko Optical, in Tokyo’s high-rent districts.

My takeaway on JINS: Impressive.

I walked into a store around 6 pm on a weekday, and it was already quite busy. After briefly explaining what I needed, a staff member guided me through frame selection. The moment I tried one on, I was struck by how light it felt—and how well it fit my nose bridge compared to what I usually get in the U.S. Possibly Japanese glasses fit better for my Japanese face.

Because of the crowd, they gave me a numbered card with a return time. I came back about 30 minutes later for an eye test, which was done efficiently using two machines. There was another ~30-minute wait for the glasses to be ready, which I used to wander into a nearby Seria (2782).

On that note, every time I pass a Seria, it’s packed. Feels like they’re benefiting from the ongoing “sticker boom.”

As promised, the glasses were ready on time. Walked out a happy customer—finally able to see again.

As with any retail store, we can check Jins’ performance by their same store sales numbers.

In my latest client note, I break down Jin’s same‑store sales performance and the core strengths that make their model defensible. If that’s the kind of work you’re interested in, I’d be happy to offer you complimentary access to my service. I think you’ll quickly see the value and convenience it provides.

#JINS #Defendablebizmodel #samestoresales #seria #Japanesegrowthstock