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TRIAL Holdings (141A) · InitiativeRaisedLatest Management Planning (2026-09-29): "Restated"

Building an SPA Model through Process Centers, Central Kitchens and Private-Brand Factories

First written in FY2024. 6 of 9 entries say "Advanced", first in FY2025. Latest entry: 2026-09-29.

9entries
3years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025 – FY20262024: 120242025: 120252026: 72026
Same theme, other companies
Improving Product and Store Productivity through the Use of Logistics and Processing InfrastructureA theme 10 companies write about · 0 as a headwind · 10 as a tailwind

The whole theme swung hardest in 2022: 1 of 6 companies on the "Worse" side.

4 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-29RestatedManagement Planning

    「グループ全体のPB売上高構成比を25%まで引き上げ。」

    PB相互販売・共同開発とPB売上高構成比25%目標を再掲している。
  2. FY2026RaisedAnnual report

    「The company will reorganize, cross-sell and jointly develop the two companies' brands, including Kohaku Honpo and Minna-sama no Osusum e, targeting a 25% private-label sales mix across the group.」

    TRIAL and Seiyu will cross-sell and jointly develop their private-label products, and the company has set a new quantitative target of a 25% private-label sales mix across the group.
  3. FY2026-H1AdvancedAnnual report

    「We are also developing a framework to optimize the use of the process centers and central kitchens owned by both companies and improve operating efficiency, in preparation for strengthening prepared-food sales, TRIAL's core strength, and rolling them out fully at Seiyu stores.」

    The company has moved to the stage of jointly utilizing both companies' process centers and central kitchens to expand prepared-food operations and improve manufacturing and logistics efficiency.
  4. FY2025AdvancedAnnual report

    「As of the end of the fiscal year ended June 2025, the company had 7 PCs and 6 CKs nationwide in Japan, excluding CKs located within stores. In the fiscal year ended June 2025, private-label products accounted for approximately 18.4% of retail distribution sales, an increase of 3.5 percentage points year on year.」

    The number of CKs increased from 5 to 6, while private-label sales rose to 18.4% of the total. The company continues to pursue vertical integration through the expansion of PCs, CKs and factories.
  5. FY2024First statedAnnual report

    「The policy is to pursue a vertically integrated manufacturing-retail model by expanding the production capacity of its own factories and increasing the number of process centers (PCs) and central kitchens (CKs).」

    The company has outlined a policy of strengthening the linkage between product manufacturing capacity and its store network, based on 7 PCs, 5 CKs and its own beverage factories and other facilities.
Moved together

"Store Network Expansion and Same-Store Sales Growth" moved the same way as this thread, in the same document, in 7 of its 9 moves.

777766★123456
  1. ★This thread
  2. 1Store Network Expansion and Same-Store Sales Growth7×
  3. 2Strengthening Food Offerings Centered on Fresh Foods and Prepared Foods7×
  4. 3Expansion of Retail AI Devices and Skip Cart Deployment7×
  5. 4Narrowing losses in the Retail AI business7×
  6. 5Expansion of the business base in the Kanto, Chubu and Kansai regions through the acquisition of Seiyu as a wholly owned subsidiary6×
  7. 6Expansion of Retail AI Products Outside the Group and Development into a Data Distribution Ecosystem6×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for TRIAL Holdings yet. It last moved in the Management Planning of 2026-09-29: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Building an SPA Model through Process Centers, Central Kitchens and Private-Brand Factories | TRIAL Holdings,Inc. (141A) | Komori