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Mitsui DM Sugar (2109) · InitiativeAdvanced

Strengthening the Life Energy business value chain by making Muscle Deli a consolidated subsidiary

First written in FY2024-Q2. 2 of 5 entries say "Advanced", first in FY2025. Latest entry: FY2026-H1.

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ProgressHeldSoftenedWorseReframedFY2024-Q3RestatedFY2024AdvancedFY2025 – FY2026-H12023: 120232024: 220242025: 22025
Same theme, other companies

90 other companies' latest entry also says "Advanced".

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Showing 14 of the 189 companies compared. The sentences above are computed from all 189.Comparing 200 of the theme's 319 threads.
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  1. FY2026-H1AdvancedAnnual report

    「The vitality and health foods business of ㈱YOUR MEAL (a consolidated subsidiary), which offers nutritionally enhanced foods mainly to athletes and people seeking a healthy physique, grew primarily through home-delivered meals and online sales. Some products, including swallowing-support products, also performed steadily in the nutritional therapy foods business of ニュートリー㈱ (a consolidated subsidiary), but results were affected by higher selling, general and administrative expenses at the two companies, including advertising and transportation costs. As a result, the Life Energy business recorded net sales of ¥12,565 million, up 1.5% year on year, and operating income of ¥391 million, down 38.1% year on year.」

    YOUR MEAL’s vitality and health foods business grew mainly through home-delivered meals and online sales, increasing revenue in the Life Energy business, while higher SG&A expenses at YOUR MEAL and ニュートリー reduced operating income.
  2. FY2025AdvancedAnnual report

    「Sales from the vitality and health foods business, which was added in the previous consolidated fiscal year and focuses mainly on nutritionally enhanced foods for active consumers interested in health and physical fitness, also contributed to results.」

    The vitality and health foods business, including YOUR MEAL, progressed from contributing after being newly consolidated in the previous fiscal year to contributing to full-year results in the Life Energy business.
  3. FY2024RestatedAnnual report

    「By combining the Group’s materials and R&D capabilities with the speed and marketing capabilities of the company as a startup, the Group will seek to strengthen the value chain of the Life Energy business.」

    Following the corporate name change from Muscle Deli to YOUR MEAL, the company continues its policy of strengthening the Life Energy business value chain by combining its materials and R&D capabilities with marketing capabilities.
  4. FY2024-Q3The acquired company changed its corporate name to YOUR MEALAnnual report

    「Muscle Deli changed its corporate name to ㈱YOUR MEAL as of 18 December 2023.」

    Muscle Deli, which became a consolidated subsidiary in the second quarter, changed its corporate name to ㈱YOUR MEAL as of 18 December 2023.
  5. FY2024-Q2AchievedAnnual report

    「During the second quarter of the current consolidated fiscal year, consolidated subsidiary DM三井製糖㈱ acquired shares in ㈱Muscle Deli, which operates lifestyle support and home-delivered meal businesses, making it a consolidated subsidiary. By combining the Group’s materials and R&D capabilities with Muscle Deli’s speed and marketing capabilities as a startup, the Group will seek to strengthen the value chain of the Life Energy business.」

    The acquisition of shares in Muscle Deli and its consolidation as a subsidiary were completed during the second quarter of the current consolidated fiscal year. The company stated that it would strengthen the value chain by combining its materials and R&D capabilities with Muscle Deli’s speed and marketing capabilities.
Moved together

"Contingent burden arising from guarantee obligations to non-consolidated companies" moved the same way as this thread, in the same document, in 3 of its 5 moves.

322222★123456
  1. ★This thread
  2. 1Contingent burden arising from guarantee obligations to non-consolidated companies3×
  3. 2Making the food science business the Group's second core business after sugar2×
  4. 3Asian Expansion Centered on China and Thailand2×
  5. 4Stable, Ongoing Dividends and a Target Payout Ratio of 25%2×
  6. 5Overall optimization of the domestic sugar business through J-Sugar20222×
  7. 6Entry into the Asian refined sugar sales business through the consolidation of SIS’88 Pte Ltd as a subsidiary2×

★ 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
Mitsui DM Sugar's next results are scheduled for 2026-10-30. Read the earnings preview
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