Komori
Calbee (2229) · PolicyReframed

Innovation (Growth Strategy) and Cost Reduction as the Two Pillars

First written in FY2017-Q1. 7 of 13 entries say "Reframed", first in FY2020. Latest entry: FY2026.

13entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018RestatedFY2021ReframedFY2023 – FY20242016: 120162017: 120172018: 220182019: 020192020: 120202021: 120212022: 020222023: 120232024: 120242025: 120252026: 42026
Same theme, other companies
Dual-Pillar Management: Innovation-Driven Growth Strategy and Cost ReductionA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

Calbee moved to the "Worse" side of this theme in 2023.

0 other companies' latest entry also says "Reframed".

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. FY2026ReframedAnnual report

    「We formulated the growth strategy “Accelerate the Future” to accelerate the transformation needed to achieve the future we envision for 2035.」

    The basic policy was restructured from the phase in which Change 2025 was the final year to a new growth strategy, “Accelerate the Future,” looking ahead to 2035.
  2. FY2025RestatedAnnual report

    「Our Group is pursuing the growth strategy “Change 2025” toward 2030 (fiscal years ending March 2024 through March 2026). By concentrating investment in growth areas such as overseas operations and new food-related areas, we aim to transform our business portfolio over time into one that combines profitability and growth.」

    Reaffirms the policy of concentrating investment in overseas operations and new food-related areas and transforming the business portfolio based on Change 2025.
  3. FY2024ReframedAnnual report

    「We have positioned fiscal 2023 through fiscal 2025 as a period of structural reform and fiscal 2026 through fiscal 2030 as a period of renewed growth. By concentrating investment in growth areas such as overseas operations and new food-related areas, we aim to transform our business portfolio into one that combines profitability and growth.」

    Change 2025 has been reorganized into a period of structural reform and a period of renewed growth, with the business portfolio transformed through concentrated investment in overseas operations and new food-related areas.
  4. FY2023ReframedAnnual report

    「We have designated the 3-year period from fiscal 2023 through fiscal 2025 as a period of transformation called “Change 2025,” and will address the following main themes to establish a foundation for the next phase of growth.」

    In addition to the 2030 Vision and the previous Medium-Term Management Plan, “Change 2025,” covering fiscal 2023 through fiscal 2025 as a period of transformation, was presented as a new framework for the growth strategy.
  5. FY2021RestatedAnnual report

    「Based on our corporate philosophy, Group Vision and corporate message, our Group has established a “Long-Term Vision (2030 Vision)” toward 2030. We will identify and address increasingly diverse customer needs, continue providing new value, accelerate growth in our overseas business and pursue expansion into new food-related areas.」

    Reaffirms the policy of advancing customer value, overseas growth and new food-related areas based on the restructured 2030 Vision and Medium-Term Management Plan.
  6. FY2020ReframedAnnual report

    「The basic policy of the Medium-Term Management Plan is “Transformation and Challenge for Growth into the Next Generation.” We will achieve sustainable growth through transformation and challenge by building a foundation capable of responding to changes in the business environment.」

    The wording of the basic policy changed from “innovation (growth strategy) and cost reduction as the two pillars” to “transformation and challenge for growth into the next generation,” centered on the 2030 Vision and six priority issues.
  7. FY2018RestatedAnnual report

    「With innovation (growth strategy) and cost reduction continuing as the two pillars of management, our Group will work to achieve sustained growth and a highly profitable business structure in preparation for future growth.」

    The annual report reaffirms the policy of making innovation (growth strategy) and cost reduction the two pillars of management.
  8. FY2018-Q3RestatedAnnual report

    「Against this backdrop, and with a view to future growth, our Group will continue to pursue its business activities with speed and competitiveness as it aims to become a global food company, while working to achieve sustained growth and a highly profitable business structure with innovation (growth strategy) and cost reduction as the two pillars of management.」

    Reiterates the policy of making innovation (growth strategy) and cost reduction the two pillars of management.
  9. FY2017RestatedAnnual report

    「Against this backdrop, and with a view to future growth, our Group will continue to pursue its business activities with speed and competitiveness as it aims to become a global food company, while working to achieve sustained growth and a highly profitable business structure with innovation (growth strategy) and cost reduction as the two pillars of management.」

    The annual report reaffirms the policy of making innovation (growth strategy) and cost reduction the two pillars of management.
  10. FY2017-Q1First statedAnnual report

    「Against this backdrop, our Group pursued its business activities with innovation (growth strategy) and cost reduction as the two pillars of management.」

    Explicitly identifies growth strategy and cost reduction as the two pillars of management.
Moved together

"Risk of higher raw material costs as the yen weakens and crude oil prices bottom out" moved the same way as this thread, in the same document, in 4 of its 13 moves.

433333★123456
  1. ★This thread
  2. 1Risk of higher raw material costs as the yen weakens and crude oil prices bottom out4×
  3. 2Improving Production Efficiency and Reducing Raw Material and Energy Costs3×
  4. 3Revenue Growth and Improved Operating Margin3×
  5. 4Stagnation in Overseas Market Development and Changes in the Political and Economic Conditions of Countries Entered3×
  6. 5国内スナック市場のリーディングカンパニーからグローバル食品企業への転換3×
  7. 6Medium- to long-term target of a 15% operating margin3×

★ 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
Calbee's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-26: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.