Komori
Nakamuraya (2204) · TargetAdvanced

Developing at-home and take-home foods into a second earnings pillar

First written in FY2022. 13 of 14 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-11-11.

14entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q2 – 2026-11-112022: 220222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Business Structure Transformation through Expansion of Prepared and Processed FoodsA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

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

3 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. 2026-11-11AdvancedEarnings presentation

    「家庭用調理食品、 デイリー菓子、 デイリー食品の収益力向上」

    中食・内食を含む成長領域について、家庭用調理食品やデイリー食品などの収益力向上を新計画の重点領域として整理した。
  2. FY2026AdvancedAnnual report

    「In food products for commercial use, we continued to promote development and proposals for prepared and home-meal channels by leveraging cooking techniques cultivated in restaurants. For curry for convenience stores, we sought further sales expansion by supplying products tailored to customers’ initiatives. We also launched new private-label retort curry for specialty retail chains, making a significant contribution to higher sales.」

    We continued proposals for prepared and home-meal channels, advanced sales expansion of curry for convenience stores, and launched new private-label retort curry for specialty retail chains.
  3. 2026-05-15AdvancedEarnings presentation

    「業務用食品の取引先拡販、高付加価値商品の提供などにより、収益改善を伴いながらの売上・利益の成長を目指す」

    中食・内食食品を収益の柱とする取組みについて、取引先拡販と高付加価値商品の提供を成長手段として継続した。
  4. FY2026-H1AdvancedAnnual report

    「In the food business, we worked to expand sales in both consumer and commercial foods through the launch of new products and the development and proposal of products leveraging cooking techniques cultivated in restaurants.」

    We continued to launch new products and develop and propose products using restaurant-derived cooking techniques in both consumer and commercial foods, advancing expansion in the prepared and home-meal food sector.
  5. FY2025AdvancedAnnual report

    「For membership warehouse club customers, in addition to rolling out retort curry, soup was adopted as a food-court menu item, leading to expanded sales.」

    Under the policy of making prepared and home-meal foods our second earnings pillar, we advanced the rollout of soup for membership warehouse clubs, curry for convenience stores and private-label retort products.
  6. FY2025-H1AdvancedAnnual report

    「In food products for commercial use, we pursued development by leveraging cooking techniques and a handmade quality cultivated in restaurants, and strengthened proposals for prepared and home-meal channels in addition to food-service channels. As a result, new products such as curry sauce for bento meals for convenience store chains and soup for membership warehouse stores were adopted, contributing to higher sales. We also strengthened the development and proposal of private-label retort curry products and sauces for meal kits, working to develop promising new sales channels.」

    We leveraged restaurant-derived cooking techniques to expand into curry sauce for convenience-store bento meals, soup for membership warehouse stores, private-label retort products and sauces for meal kits. Initiatives to make prepared and home-meal foods a second earnings pillar are becoming more concrete.
  7. FY2024AdvancedAnnual report

    「In food products for commercial use, while identifying customer needs, we worked on development and proposals leveraging cooking techniques cultivated in restaurants, and strengthened initiatives for prepared and home-meal channels in addition to food-service channels.」

    We strengthened development and proposals for prepared and home-meal channels, achieving sales expansion of curry for convenience-store bento meals and private-label retort curry.
  8. 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.」

    Under the policy of making prepared and home-meal foods our second earnings pillar, we developed new sales channels for major vertically integrated retailers and pursued product orders.
  9. FY2024-Q2AdvancedAnnual report

    「In food products for commercial use, we sought to expand sales of products for convenience stores through prepared-meal channels. In the food-service channel, we developed menus and made detailed proposals for café chains by leveraging our advanced cooking techniques.」

    We advanced sales expansion of convenience-store products for prepared meals and menu development and proposals for café chains, making the development of a second earnings pillar more concrete.
  10. FY2024-Q1AdvancedAnnual report

    「In food products for commercial use, as market conditions continued to recover, we strengthened proposals for prepared-meal sales channels such as fast-food restaurants and the food courts of membership warehouse clubs, where business remained strong, and sought to expand sales of products for major family restaurant and café chains, which had regained momentum. We also focused on expanding sales of curry for major convenience store chains, designated as a priority sales channel, and steadily securing orders for products for membership warehouse clubs, thereby increasing sales against the plan, while discontinuing some unprofitable products.」

    We advanced proposals and sales expansion for fast-food restaurants, food courts, family restaurants, cafés and convenience stores, and continued to make concrete the measures to establish prepared and home-meal foods as a second earnings pillar.
  11. FY2023AdvancedAnnual report

    「In the food business, we advanced the launch of new products and expansion of sales channels in line with market trends, including the launch of the new “Spice Journey” retort series and the planning and implementation of collaborative products with other companies.」

    We advanced the rollout of a new retort series, collaborative products and proposals for prepared-meal sales channels, making product and sales-channel initiatives to develop a second earnings pillar more concrete.
  12. FY2023-Q3AdvancedAnnual report

    「In consumer foods, we sought to differentiate ourselves from competitors by developing and supplying products that combine our strength in cooking techniques cultivated in restaurants with consumers’ demand for food that is both delicious and convenient, in response to growing demand for prepared meals.」

    In response to demand for prepared meals, we advanced the development and supply of products combining restaurant-derived cooking techniques with convenience, making our efforts to develop a second earnings pillar more concrete.
  13. FY2023-Q2AdvancedAnnual report

    「We pursued initiatives responding to changes in the business environment, including developing the new “Spice Journey” series of retort curry products, promoting the development of foods for prepared and home meals, and actively approaching growing formats, while working to expand sales.」

    We made the development of foods for prepared and home meals and approaches to growing formats more concrete, and advanced measures to develop a second earnings pillar.
  14. FY2022First statedAnnual report

    「We will develop foods for home meals and prepared meals into our second earnings pillar.」

    For the first time, a target was explicitly stated to develop foods for home meals and prepared meals into a second earnings pillar following the existing businesses, by leveraging cooking and mass-production technologies.
Moved together

"Responding to Customer Needs and Strengthening Product and Service Capabilities" moved the same way as this thread, in the same document, in 12 of its 14 moves.

121211111010★123456
  1. ★This thread
  2. 1Responding to Customer Needs and Strengthening Product and Service Capabilities12×
  3. 2Shift from formal gifts to casual, everyday confectionery12×
  4. 3Expanding Sales Channels into Growth Markets such as Convenience Stores and the Souvenir Market11×
  5. 4Improving Restaurant Locations and Developing New Formats11×
  6. 5Significant Decrease in Cash and Cash Equivalents During the Quarter10×
  7. 6Product Price Revisions in Response to Soaring Raw Material and Logistics Costs10×

★ 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 2026-11-11: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.