Komori
Nakamuraya (2204) · InitiativeAdvanced

Exploring New Business Areas and Categories in the Food Business

First written in FY2019. 23 of 24 entries say "Advanced", first in FY2020-Q1. Latest entry: FY2026.

24entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020-Q1 – FY20262019: 320192020: 420202021: 420212022: 420222023: 420232024: 220242025: 120252026: 22026
Same theme, other companies
新規顧客・製品・技術・事業による複合成長A theme 11 companies write about · 0 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2021: 1 of 10 companies on the "Worse" side.

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

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. FY2026AdvancedAnnual report

    「In consumer foods, we pursued initiatives to address increasingly diverse consumer needs. In retort foods, we launched the Chef-Crafted series, which places particular emphasis on sauces prepared using the cooking expertise of a long-established restaurant, and worked to attract new users.」

    Launched a new series using restaurant cooking expertise and pursued new demand areas and customer segments in consumer foods.
  2. 2026-05-15AdvancedEarnings presentation

    「レストランで培った調理技術を活かし、中食・内食販路へ向けた開発・提案を継続して推進」

    コンビニエンスストア、会員制倉庫型チェーン、専門店小売りチェーン、喫茶チェーンなどへの業務用食品の提案・供給を拡大した。
  3. FY2025AdvancedAnnual report

    「In commercial foods, we continued to pursue development and proposals for the ready-to-eat and home-meal channels, leveraging cooking expertise cultivated in restaurants.」

    Promoted product adoption and expanded sales for the ready-to-eat and home-meal channels, including curry for convenience stores, soup for membership warehouse clubs, and private-label retort curry for specialty retail chains.
  4. FY2024AdvancedAnnual report

    「In February 2024, we launched the new THE Rich series of retort curry, which concentrates the umami of its ingredients and pursues a rich, deep flavor. By establishing a differentiated competitive advantage in the highly competitive retort curry market, we worked to attract new customer segments.」

    Developed new areas in consumer and commercial foods through the launch of the THE Rich series and joint development with major retailers.
  5. FY2024-Q3AdvancedAnnual report

    「In commercial foods, we responded to the recovery in demand for dining out and actively pursued proposals for the ready-to-eat food channel, seeking to win products and expand sales. For curry products for convenience stores, we thoroughly refined quality and expanded sales by increasing the number of menu items using them. As part of our efforts to develop new ready-to-eat channels, we sought to win a proposal for retort curry for a major vertically integrated retailer by developing it across an integrated value chain that leveraged our cooking expertise, thereby driving revenue growth.」

    Expanded proposals in the ready-to-eat food channel, working to increase the number of menu items using curry for convenience stores and win retort curry business from a major vertically integrated retailer.
  6. FY2024-Q2AdvancedAnnual report

    「In consumer foods, we actively developed products in response to consumer demand for greater convenience and better taste. Following the favorable reception of the microwaveable renewal of the Indian Curry retort series last fiscal year, we renewed Vegetable and Rich Beef in the same series, as well as Beef Hayashi and Cream Stew in the Western-style series, as microwaveable products. We expanded the product range, made quality improvements including revisions to the spices, and worked to increase sales.」

    Continued developing new demand areas in consumer foods by expanding products suitable for convenient cooking, improving quality and broadening the product range.
  7. FY2024-Q1AdvancedAnnual report

    「As the second product launch under the new Spice Journey brand, we released 3 ethnic meal bases showcasing our strength in spice-based cooking expertise: gapao, taco rice and mala lu rou fan. We also strengthened private-label product development for major drugstore chains to expand our sales channels.」

    Launched 3 products in the second Spice Journey release and strengthened private-label product development for drugstores, developing new food categories and sales channels.
  8. FY2023AdvancedAnnual report

    「As a further new initiative, we worked to expand the business by launching Sonomanma dish risotto, for which the retort pouch itself serves as a bowl and can be heated in a microwave, as well as Plant-Based curry, a new product that caters to vegans while emphasizing taste.」

    Using retort products as the foundation, launched highly convenient risotto and vegan-friendly curry, developing new categories and demand areas.
  9. FY2023-Q3AdvancedAnnual report

    「In consumer foods, we differentiated ourselves by developing and supplying products that combine our strength in cooking expertise cultivated in restaurants with consumers' demand for food that is both delicious and convenient, in response to growing ready-to-eat food demand. Retort curry products, led by items that ranked first in television-program rankings, increased sales and encouraged repeat purchases, contributing to a substantial increase in revenue. Among our new products, we launched the Sonomanma dish series, which is highly convenient for immediate consumption and can be eaten directly from a pouch heated in a microwave, and released 2 risotto products carefully developed to reproduce the texture of brown rice in a way not typically associated with retort foods.」

    Responding to demand for ready-to-eat food and convenience, launched the Sonomanma dish series, using restaurant cooking expertise, and 2 risotto products. Pursued new categories in consumer foods.
  10. FY2023-Q2AdvancedAnnual report

    「Under the new Spice Journey brand, we launched three curry products from Malaysia and Cambodia, in addition to India, as a series enabling consumers to enjoy global spice dishes at home. We also launched cooking roux for hayashi rice that is easy and convenient to prepare at home, and expanded the product range and worked to increase sales alongside our curry roux.」

    Launched 3 curry products from countries other than India under the new Spice Journey brand, and introduced hayashi rice cooking roux, expanding the consumer-foods category and product range.
  11. FY2023-Q1AdvancedAnnual report

    「In consumer foods, demand declined year on year as the rebound from the pandemic-driven increase in demand became apparent, although sales remained substantially above the level of two years earlier. For our core retort series, we thoroughly expanded sales of Indian Curry: A Journey Through India and Authentic Sichuan Ultimate Mapo Tofu, launched for the spring and summer seasons. As the first products under our new Spice Journey brand, we also launched new curry products combining our strength in spice-based cooking expertise with changing consumer needs, as consumers continued to refrain from travel and dining out during the transition to living with COVID-19, and strengthened our proposals. In addition, we strengthened the development of private-label products for major convenience-store chains and drugstore chains to expand our sales channels.」

    Advanced new retort products, the new Spice Journey brand and private-label product development, and expanded sales channels to convenience stores, drugstores and other outlets.
  12. FY2022AdvancedAnnual report

    「As the recovery in opportunities to eat out remained slow, we shifted the focus of our proposals to the ready-to-eat food channel, including fast food, a strong-performing segment, and proposed products tailored to customer needs by leveraging our advanced cooking expertise.」

    Shifted proposals from foodservice to ready-to-eat channels such as fast food, and pursued new opportunities in commercial food products by leveraging our cooking expertise.
  13. FY2022-Q3AdvancedAnnual report

    「Although the recovery in restaurant-chain performance has been gradual, we worked to restore performance by identifying strong-performing segments and continuously concentrating proposals that leverage our cooking expertise, including expanding sales of products for convenience stores, products for membership warehouse food courts, and soup products for fast-food chains.」

    Identified strong-performing segments outside foodservice and focused proposals on products for convenience stores, membership warehouse clubs and fast-food chains.
  14. FY2022-Q2AdvancedAnnual report

    「In the commercial food business, closures and lower customer traffic at restaurant chains affected shipment volumes of our main private-label products. We nevertheless worked to restore performance by developing collaborative products with convenience stores, strengthening promotions for products such as curry for membership warehouse clubs, and concentrating proposals leveraging our cooking expertise on the ready-to-eat food channel, including fast food, a strong-performing segment.」

    In response to restaurant chains' difficulties, focused proposals on collaborative products with convenience stores, products for membership warehouse clubs, and ready-to-eat channels such as fast food.
  15. FY2022-Q1AdvancedAnnual report

    「In the commercial food business, we responded to continued weakness in foodservice by intensively strengthening proposals for the ready-to-eat food channel. We also actively implemented promotional initiatives for curry for major convenience-store chains and retort products for the food courts of membership warehouse clubs, both growth channels.」

    Focused proposals on the ready-to-eat food channel rather than foodservice, and strengthened promotions for curry for major convenience-store chains and retort products for membership warehouse clubs.
  16. FY2021AdvancedAnnual report

    「In the commercial food business, we shifted our proposals from restaurant chains, which were struggling during the COVID-19 pandemic, to the increasingly promising ready-to-eat food channel. We promoted hamburger sauce for fast-food chains, leveraging our cooking expertise, and strengthened curry promotions for major convenience-store chains and membership warehouse clubs, thereby advancing initiatives adapted to changing conditions.」

    Shifted proposals from the foodservice channel to the ready-to-eat food channel, developing products and promotional activities for fast-food chains, convenience stores and membership warehouse clubs.
  17. FY2021-Q3AdvancedAnnual report

    「In the food-service food business, while restaurant chains struggled, the company advanced initiatives in response to the COVID-19 environment, including introducing new products such as pasta sauces and soups for strong-performing fast-food chains and curry for major convenience-store chains, and strengthening sales promotion for retort curry for membership warehouse clubs.」

    Developed new business opportunities in commercial food products by expanding product introductions and promotional activities for fast-food chains, convenience stores and membership warehouse clubs.
  18. FY2021-Q2AdvancedAnnual report

    「In the consumer food business, as at-home consumption increased, the company established a higher production capacity and worked to ensure stable supply, resulting in growth in sales of retort curry and cooking Mapo sauce. At the same time, it actively developed new products, including European-style Beef Curry: Rich, Aromatic Beef Flavor in its core retort curry range, and Rich Demi-Glace Beef Hayashi and Rich Cheese Cream Stew in the Tokyo Western-Style Cuisine range of microwaveable retort products addressing demand for convenience. The company also increased the number of products carried by convenience stores and worked to expand sales.」

    In response to demand for at-home consumption and convenience, the company increased production of retort products, developed new products and expanded its range of products carried by convenience stores.
  19. FY2021-Q1AdvancedAnnual report

    「In the food-service food business, the company advanced new initiatives, including the launch of new products developed in collaboration with major convenience-store chains and café chains.」

    The company launched new products developed in collaboration with major convenience-store chains and café chains, advancing expansion into new commercial-use food business areas.
  20. FY2020AdvancedAnnual report

    「In the food-service food business, the company strengthened its response to the increasingly diverse product offerings at convenience stores. It also supplied curry sauces, soups, pasta sauces and other products tailored to the characteristics and needs of growing cafés, fast-food restaurants and other formats, including through collaboration with a doughnut chain.」

    The company gave concrete form to new commercial-use food business areas through joint development and collaboration with a doughnut chain and the supply of products for cafés and fast-food restaurants.
  21. FY2020-Q3AdvancedAnnual report

    「In the food-service food business, the company undertook joint development of pie fillings for a doughnut chain as a new initiative leveraging its brand. It also performed well following the introduction of Vegetable Curry for in-store preparation at convenience stores, drawing on its cooking expertise, and Commercial-use Mapo Tofu for membership warehouse clubs.」

    The company carried out joint development with a doughnut chain and introduced products for convenience stores and membership warehouse clubs, giving concrete form to new commercial-use food business areas.
  22. FY2020-Q2AdvancedAnnual report

    「In the consumer food business, the company worked to strengthen its retort product range. In retort curry, it launched Indian Curry: Seafood Keema with Distinctive Shrimp Flavor and Dashi-forward Soup Curry, featuring a flavorful soup and carefully selected ingredients. In Chinese retort foods, it launched Distinctive Depth of Flavor, Sichuan Pepper-Scented Mapo Harusame, characterized by rich spiciness and umami. In response to the spicy-and-numbing food trend, it expanded sales of Fragrant and Numbing Eating Mala Chili Oil and made a limited launch of Authentic Mala Sichuan Pepper Curry. In the food-service food business, the company strengthened its response to convenience stores and developed and supplied frozen and retort curry sauces, soups and pasta sauces tailored to the characteristics and needs of cafés, fast-food restaurants and other formats.」

    The company launched new retort and Chinese food products, as well as products responding to consumer trends, and advanced the development and supply of commercial-use products for convenience stores, cafés and fast-food restaurants.
  23. FY2020-Q1AdvancedAnnual report

    「In the food-service food business, curry products for convenience stores and café chains expanded steadily, while commercial-use soup curry for membership warehouse clubs performed well.」

    Commercial-use products for convenience stores, café chains and membership warehouse clubs expanded and performed well in the food business.
  24. FY2019First statedAnnual report

    「In the food business, the company will accurately identify changes in market demand driven by lifestyles and other factors, propose products that capitalize on its strengths, expand existing businesses and pursue entry into new business areas.」

    The company stated for the first time that entry into new business areas, in addition to expanding existing businesses, was part of its food-business strategy.
Moved together

"Responding to Customer Needs and Strengthening Product and Service Capabilities" moved the same way as this thread, in the same document, in 23 of its 24 moves.

232017151413★123456
  1. ★This thread
  2. 1Responding to Customer Needs and Strengthening Product and Service Capabilities23×
  3. 2Expanding Sales Channels into Growth Markets such as Convenience Stores and the Souvenir Market20×
  4. 3Improving Restaurant Locations and Developing New Formats17×
  5. 4Significant Decrease in Cash and Cash Equivalents During the Quarter15×
  6. 5Funding through short-term borrowings and increase in cash flows from financing activities14×
  7. 6Earnings improvement and the streamlining of unprofitable stores in the confectionery business13×

★ 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
Nakamuraya's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Earnings presentation of 2026-05-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.