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Morozoff Limited (2217) · InitiativeAdvanced

Building a New Growth Platform Centered on Baked Confectionery

First written in FY2023. 10 of 14 entries say "Advanced", first in FY2024-Q2. Latest entry: FY2027-H1.

14entries
4years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q2 – FY2024RestatedFY2025-Q1 – FY2025-H1AdvancedFY2026-H1 – 2026-06-092023: 320232024: 320242025: 120252026: 72026
Same theme, other companies
Development of Adjacent Markets for Baked Goods, Rice Flour Bread and Products for Commercial CustomersA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

2 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. FY2027-H1AdvancedAnnual report

    「The company opened the first Taiyo no Galette specialty store, using fermented butter from Hokkaido, at Seibu Ikebukuro Main Store in September 2025 and the second at Matsuzakaya Nagoya in April 2026. Its core baked confectionery products, including “Fayage” and “Odette,” also performed well」

    Regarding the growth platform centered on baked confectionery, the company reported the opening of the second Taiyo no Galette store and strong performance from its core baked confectionery products.
  2. FY2026AdvancedAnnual report

    「“Taiyo no Galette,” a new brand using fermented butter from Hokkaido, opened its first permanent store nationwide at Seibu Ikebukuro Main Store in September 2025.」

    The company gave concrete form to a growth platform centered on baked confectionery through the first permanent Taiyo no Galette store, the third CUSTA store nationwide, the first permanent stores for TEA BREAK and Chakuri, and the establishment of BAKEFUL day.
  3. 2026-03-13AdvancedRevision to earnings forecasts

    「Although sales were affected by store closures at department stores and by the fact that sales for the Lunar New Year at our Hong Kong subsidiary were not recorded during the period, we worked to generate sales of baked goods by opening the third CUSTA store at the Nihombashi Mitsukoshi Main Store in April 2025; opening the first Taiyo no Galette store at the Seibu Ikebukuro Main Store in September 2025; and holding Bakeful Day, a new event centered on enjoying baked goods.」

    The company has provided full-year specifics on its policy of making baked goods the core of growth, including sales generated through new brand stores, events, and products for the Expo.
  4. FY2026-H1AdvancedAnnual report

    「Sales benefited from the opening of CUSTA’s third store, a new specialty store for custard sweets focused on ingredients and production methods, at Nihombashi Mitsukoshi Main Store in April 2025. Baked goods including “Fayage” and “Galette au Beurre” also performed strongly, and sales increased following the launch of products for the Expo, although」

    Baked confectionery continued to perform well, while the company opened the third CUSTA store and launched products for the Expo, advancing the development of a growth platform centered on baked confectionery.
  5. FY2025-H1RestatedAnnual report

    「Sales progressed steadily, partly reflecting the contribution from the butter-focused baked-goods brand “Galette au Beurre,” which opened 2 new stores last year.」

    The company reconfirmed the sales contribution from Galette au Beurre stores opened the previous year and continues to develop a growth platform centered on baked confectionery.
  6. FY2025-Q1RestatedAnnual report

    「Sales progressed steadily, partly supported by contributions from “Galette au Beurre,” a baked confectionery brand specializing in butter, which opened 2 new stores last year.」

    The company reconfirmed the sales contribution from existing Galette au Beurre stores and continues to develop a growth platform centered on baked confectionery.
  7. FY2024AdvancedAnnual report

    「In addition, sales progressed steadily, partly supported by the opening of “Galette au Beurre,” a baked confectionery brand specializing in butter, at Daimaru Tokyo in April 2023 and Takashimaya Kyoto in September.」

    In addition to the rollout of new baked confectionery stores, sales of baked confectionery, seasonal gifts and souvenir products increased, lifting net sales in the Western confectionery manufacturing and retail business by 7.1% year on year.
  8. FY2024-Q3AdvancedAnnual report

    「As foot traffic recovered and personal consumption picked up, sales of dry confectionery, including baked products such as “Fayage” and “Arcadia,” as well as summer gift products and souvenirs, remained firm. In addition, sales progressed steadily following the opening of “Galette au Beurre,” a baked confectionery brand specializing in butter, at Daimaru Tokyo in April 2023 and Takashimaya Kyoto in September.」

    In addition to firm sales of baked confectionery, summer gifts and souvenir products, the company reported the opening of a Galette au Beurre store at Takashimaya Kyoto, advancing the development of a growth platform centered on baked confectionery.
  9. FY2024-Q2AdvancedAnnual report

    「As foot traffic recovered and personal consumption picked up, sales of dry confectionery, including baked products such as “Fayage” and “Arcadia,” as well as summer gift products and souvenirs, remained firm. In addition, sales progressed steadily following the April 2023 opening of “Galette au Beurre,” a baked confectionery brand specializing in butter, at Daimaru Tokyo.」

    In addition to firm sales of baked confectionery, summer gifts and souvenir products, the company reported the opening of a Galette au Beurre store at Daimaru Tokyo, advancing the development of a growth platform centered on baked confectionery.
  10. FY2023First statedAnnual report

    「First, to realize the initial theme of “achieving a new growth strategy,” the company will create new value and markets through baked confectionery and build a growth platform. Baked confectionery is suitable for personal and casual gifts and can be sold year-round, without being significantly affected by the climate or season.」

    As part of the growth strategy in its new medium-term management plan, the company aims to create new value and markets through baked confectionery, which is less affected by the climate and season.
Moved together

"Higher Sales Through Product Development and Improvement" moved the same way as this thread, in the same document, in 8 of its 14 moves.

886333★123456
  1. ★This thread
  2. 1Higher Sales Through Product Development and Improvement8×
  3. 2Rebuilding the Supply System Through a New Factory Building, Baked-Goods Line and Logistics Center8×
  4. 3Expanding New Sales Channels through VMD, Internet Sales and Overseas Expansion6×
  5. 4Increasing Sales in the Café and Restaurant Business3×
  6. 5Revenue Growth and Profit Improvement3×
  7. 6Building a Leaner, Stronger Organization for the Future and Talent Initiatives3×

★ 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 Morozoff Limited yet. It last moved in the Earnings presentation of 2026-09-11: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Building a New Growth Platform Centered on Baked Confectionery | Morozoff Limited (2217) | Komori