Komori
Itoham Yonekyu Holdings (2296) · TargetWorsened

Strengthening Prepared Foods and Expanding Sales

First written in FY2017. 4 of 12 entries say "Worsened", first in FY2023-Q1. Latest entry: 2026-08-03.

12entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2018RestatedFY2023 – FY2024-Q12017: 120172018: 120182019: 020192020: 020202021: 020212022: 220222023: 320232024: 120242025: 120252026: 32026
Same theme, other companies
Business Structure Transformation through Expansion of Prepared and Processed FoodsA theme 5 companies write about · 0 as a headwind · 5 as a tailwind

Itoham Yonekyu Holdings moved to the "Worse" side of this theme in 2026.

1 other company's latest entry also says "Worsened".

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. 2026-08-03WorsenedEarnings presentation

    「Prepared foods fell short of the market growth rate as sales of household pizzas and food-service prepared dishes stagnated.」

    The weak growth in prepared processed foods sales is attributed to sluggish sales of household pizzas and food-service prepared dishes.
  2. FY2026WorsenedAnnual report

    「Although efforts were made to sell a range of products addressing diversifying consumer needs, sales volume declined in response to weak consumer demand, resulting in lower sales in the processed foods business.」

    Although the Group continued to diversify its product range and pursue sales initiatives, sales volume and sales in the processed foods business declined due to weak consumer demand.
  3. 2026-05-01SoftenedEarnings

    「For ham and sausages, we sought to strengthen the brands of core household products and expand market share. For prepared processed foods, we worked to sell product ranges addressing diversifying consumer needs, but sales volume declined amid weak consumer demand, resulting in lower revenue in the processed foods business.」

    Although the company worked to sell its product ranges, revenue in the processed foods business, including prepared processed foods, declined because of lower sales volume.
  4. FY2026-H1Higher revenue from improved selling prices alongside lower volumeAnnual report

    「Although sales volumes declined amid sluggish consumer demand, revenue from the processed foods business increased due to improvements in selling prices and other factors.」

    For the processed foods business, including prepared and processed foods, sales increased due to improved selling prices despite a decline in sales volume caused by weak consumer demand.
  5. FY2025-H1AdvancedAnnual report

    「Revenue from prepared foods increased as the company worked to expand sales of pizza, hamburgers, meatballs and other products in response to diversifying consumer needs.」

    Sales of prepared and processed foods increased 3.4% year on year in the current interim consolidated accounting period, driven by expanded sales of products meeting diversifying consumer needs.
  6. FY2024-Q1RestatedAnnual report

    「For prepared and processed foods, in addition to efforts to expand sales of products meeting diversifying consumer needs, including pizzas such as “La Pizza” and “Pizza Garden,” the “O-Nikuya-san deli series,” and the “Just Like Meat! series” made with soy meat, sales of foodservice products increased, resulting in higher sales.」

    The disclosure describes continued efforts to expand sales of products meeting demand for convenience and variety, as well as foodservice products, resulting in higher sales of prepared and processed foods.
  7. FY2023RestatedAnnual report

    「For prepared and processed foods, in addition to efforts to expand sales of products meeting diversifying consumer needs, including pizzas such as “La Pizza” and “Pizza Garden,” the “O-Nikuya-san deli series,” the “Yonekyu meatball series,” and the “Just Like Meat! series” made with soy meat, sales of foodservice products increased, resulting in higher sales.」

    The disclosure confirms that full-year sales increased due to an expanded lineup of prepared and processed foods and growth in sales of foodservice products.
  8. FY2023-Q3AdvancedAnnual report

    「Revenue increased because the company worked to expand sales of products addressing diversifying consumer needs, including pizza products such as La Pizza and Pizza Garden; convenient-to-prepare products such as the Quick Dinner Series, Onikuya-san no Souzai Series and Yonekyu Meatball Series; and the Marude Oniku! Series made with soy-based meat, as well as because sales of foodservice products for restaurants grew.」

    For prepared and processed foods, the disclosure states that sales increased due to expanded sales of the product range and growth in foodservice products, whereas previous quarters had reported declines in sales volume and revenue. However, it does not state that sales reached the same level as ham and sausages.
  9. FY2023-Q2WorsenedAnnual report

    「For prepared foods, the company worked to expand sales of products addressing diversifying consumer needs, including pizza products such as “La Pizza” and “Pizza Garden,” easy-to-prepare products such as the “Quick Dinner” series, “O-nikuya-san’s Prepared Foods” series and “Yonekyu Meatballs” series, and the soy-meat-based “Just Like Meat!” series. However, revenue declined because sales volume decreased.」

    Although the product lineup and sales promotion initiatives for prepared and processed foods were expanded, sales volume declined and progress in increasing sales weakened.
  10. FY2023-Q1WorsenedAnnual report

    「For prepared foods, the company worked to expand sales of products addressing diversifying consumer needs, including pizza products such as “La Pizza” and “Pizza Garden,” chicken, hamburgers and meatballs, as well as easy-to-prepare products such as the “O-nikuya-san’s Prepared Foods” series and “Quick Dinner” series and the soy-meat-based “Just Like Meat!” series. However, revenue declined because sales volume decreased.」

    Although the product lineup and sales promotion initiatives for prepared and processed foods were expanded, progress in increasing sales weakened due to a decline in sales volume.
  11. FY2018RestatedAnnual report

    「Strengthen prepared and processed foods and increase sales of prepared and processed foods to the same level as ham and sausages.」

    Increasing sales of prepared and processed foods to the same level as ham and sausages continues to be a specific challenge under the medium-term management plan.
  12. FY2017First statedAnnual report

    「Strengthen prepared and processed foods and increase sales of prepared and processed foods to the same level as ham and sausages.」

    The Group has set the specific challenge of increasing sales of prepared and processed foods to the same level as ham and sausages.
Moved together

"Cost Reduction and Improved Profitability Through Joint Procurement" moved the same way as this thread, in the same document, in 5 of its 12 moves.

554433★123456
  1. ★This thread
  2. 1Cost Reduction and Improved Profitability Through Joint Procurement5×
  3. 2Recession and Declining Consumer Demand5×
  4. 3Risk from Market Price Fluctuations in Meat, Feed, Secondary Raw Materials and Other Inputs4×
  5. 4Guarantees of Indebtedness for Non-Consolidated Companies4×
  6. 5Risks Associated with Overseas Expansion, Including Political, Regulatory and Personnel Risks3×
  7. 6Expanding the Product Development Scope and Strengthening Proposal Capabilities for Business Customers3×

★ 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
Itoham Yonekyu Holdings's next results are scheduled for 2026-11-04. Read the earnings preview It last moved in the Earnings presentation of 2026-08-03: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.