Komori
Itoham Yonekyu Holdings (2296) · InitiativeAdvanced

Expansion of the Domestic Production Business and Enhancement of the Branded Meat Supply Infrastructure

First written in FY2017. 15 of 29 entries say "Advanced", first in FY2018-Q1. Latest entry: 2026-08-03.

29entries
10years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q1 – FY2019-Q1WorsenedFY2021-Q1 – FY2021-Q3AdvancedFY2024-Q1 – FY2024-Q32017: 320172018: 320182019: 320192020: 320202021: 220212022: 220222023: 420232024: 220242025: 220252026: 52026
Same theme, other companies
Strengthening Core Businesses Centered on Processed Foods and MeatA theme 9 companies write about · 1 as a headwind · 9 as a tailwind

Itoham Yonekyu Holdings moved to the "Worse" side of this theme in 2021, 3 years before the typical company in this theme (2024).

The whole theme swung hardest in 2025: 4 of 7 companies on the "Worse" side.

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. 2026-08-03AdvancedEarnings presentation

    「Full-scale operations began at the Towada Beef Plant from FY2025. Expand sales of exported Wagyu beef.」

    Building on the full-scale operation of the Towada Beef Plant, the company is expanding Wagyu exports and reported first-quarter revenue of ¥1.9 billion, up 52.6% year on year.
  2. FY2026AdvancedAnnual report

    「In the domestic business, revenue and ordinary profit both increased, as improved profitability in production resulting from higher market prices for domestically produced chicken, together with improved margins from stronger risk management for domestically produced pork, offset the impact of higher logistics unit prices and other factors.」

    In the domestic production business, the company improved profitability in domestic chicken production and improved earnings on domestic pork through stronger risk management, resulting in higher sales and profit.
  3. FY2026-H1AdvancedAnnual report

    「In the domestic business, revenue and ordinary profit both increased, as improved profitability in production resulting from higher market prices for domestically produced chicken, together with improved margins from stronger risk management for domestically produced pork, offset the impact of higher logistics unit prices and other factors.」

    In the domestic production business, the company improved profitability in domestic chicken production and improved earnings on domestic pork through stronger risk management, resulting in higher sales and profit.
  4. FY2025Higher sales and lower profit occurring togetherAnnual report

    「In the domestic business, net sales increased because selling prices, mainly for beef and pork, rose and domestic chicken volume increased. However, profit declined because consumer sentiment weakened, reducing sales volume of premium domestic and imported beef, and because logistics unit costs rose, among other factors.」

    Net sales in the domestic meat business increased because of higher selling prices and other factors, while profit declined because sales volume of premium beef fell and logistics unit costs increased.
  5. FY2025-H1Higher sales in the domestic business occurring alongside lower sales volume and profitAnnual report

    「In the domestic business, revenue increased, but profit declined owing to lower sales volumes of premium domestic beef and imported beef resulting from weaker consumer sentiment, as well as lower profit in the domestic chicken production business due to persistently high feed prices.」

    While net sales in the domestic meat business increased, lower sales volume of premium beef and lower profit in the domestic chicken production business resulted in expanded supply capacity and sales occurring alongside deteriorating profitability.
  6. FY2024-Q3AdvancedAnnual report

    「Revenue in the domestic business increased as sales volume grew, supported by the expansion of domestic production facilities and the recovery in foodservice demand.」

    As domestic production facilities were expanded, sales volume and net sales in the domestic business increased, helped by the recovery in food-service demand and other factors.
  7. FY2024-Q2AdvancedAnnual report

    「In the domestic business, net sales increased as sales volume grew on the recovery in food-service demand and other factors. Profit was affected by persistently high compound feed prices and higher logistics costs, including storage fees, but increased as a result of rigorous profit management aligned with production and sales, mainly for imported beef and imported chicken.」

    In the domestic meat business, sales volume and net sales increased as food-service demand recovered, and profit increased through profit management aligned with production and sales despite persistently high compound feed prices and logistics costs.
  8. FY2024-Q1AdvancedAnnual report

    「Profit increased despite the impact of persistently high compound feed prices and logistics costs, as a result of rigorous profit management aligned with production and sales.」

    In the domestic meat business, profit increased through rigorous profit management aligned with production and sales, despite the impact of persistently high compound feed prices and logistics costs.
  9. FY2023Higher sales from rising selling prices occurring alongside lower profitAnnual report

    「Sales volume declined because local procurement prices for imported meat remained high, but net sales increased as selling prices rose across the domestic business and food-service sales recovered following the easing of restrictions on activities. Profit declined because price increases for imported chicken and imported beef could not be fully passed on to selling prices, compounded by higher compound feed prices, logistics costs and other factors.」

    Higher sales from rising selling prices and the recovery in food service occurring alongside lower profit from higher purchase prices, feed prices and logistics costs
  10. FY2023-Q3Higher sales from rising selling prices occurring alongside lower profitAnnual report

    「In the domestic business, sales volume declined because local prices for imported meat remained high, but net sales increased as selling prices rose across the domestic business. Profit declined because price increases for imported chicken and imported beef could not be fully passed on to selling prices, compounded by higher feed prices, fuel costs and other factors.」

    Net sales increased as selling prices rose, while profit declined because increases in purchase prices, feed prices and fuel costs could not be fully passed on to selling prices, resulting in expanded supply capacity alongside deteriorating profitability.
  11. FY2023-Q2WorsenedAnnual report

    「In the domestic business, sales volume of imported meat declined as local prices rose and the yen depreciated sharply, keeping prices high. However, net sales increased because selling prices rose across the domestic business and sales of domestic beef grew as the food-service industry recovered. Profit declined because of higher procurement prices, feed prices, fuel costs and other factors.」

    Net sales in the domestic business increased on higher selling prices and growth in domestic beef sales, while profit declined because of higher procurement prices, feed prices and fuel costs, resulting in higher sales alongside deteriorating profitability.
  12. FY2022WorsenedAnnual report

    「In the domestic business, net sales increased because sales volume grew for food-service products made from imported chicken and domestic chicken sold to mass retailers, even as demand for eating at home began to level off, and because high prices for imported and domestic beef continued.」

    While sales and net sales of domestic meat increased, the domestic business posted lower profit because of higher procurement prices and other effects of high market prices, resulting in higher sales alongside deteriorating profitability.
  13. FY2022-Q2Revenue Growth Coexisting with Profit DeclinesAnnual report

    「In the domestic business, net sales increased as demand for eating at home began to level off, while sales to the food-service industry and for meals consumed away from home at convenience stores began to recover, and sales of food-service products made from imported chicken grew. Profit declined because of higher purchase prices for imported meat and domestic beef, higher ocean freight costs and other factors.」

    Net sales increased on stronger sales to the food-service and away-from-home meal markets and growth in food-service products made from imported chicken, while profit declined because of higher purchase prices and ocean freight costs.
  14. FY2021-Q3WorsenedAnnual report

    「In the domestic business, sales to mass retailers performed well as demand for eating at home increased with more meals being prepared at home. However, net sales declined because of lower operating rates at overseas suppliers resulting from the spread of COVID-19 and weaker demand from the food-service industry.」

    The company states that, while sales to mass retailers benefited from demand for eating at home, net sales in the domestic business declined because of lower operating rates at overseas suppliers and weaker food-service demand, limiting the impact of expanded domestic production and branded meat.
  15. FY2021-Q2WorsenedAnnual report

    「In the domestic business, sales to mass retailers performed well as demand for eating at home increased with more meals being prepared at home. However, net sales declined because of lower operating rates at overseas suppliers resulting from the spread of COVID-19 and weaker demand from the food-service industry.」

    While sales to mass retailers benefited from demand for eating at home, net sales in the domestic business declined because of lower operating rates at overseas suppliers and weaker food-service demand.
  16. FY2021-Q1WorsenedAnnual report

    「In the domestic business, the company worked to acquire new customers, strengthen collaboration with domestic producers and expand sales of high-value-added products, including original brands, but both sales volume and revenue decreased amid a challenging business environment.」

    Although the company continued collaborating with domestic producers and expanding sales of high-value-added products, sales volume and net sales in the domestic business declined because of the difficult business environment amid the infectious disease outbreak.
  17. FY2020AdvancedAnnual report

    「Pork sales volume and net sales both increased because production volume rose following the start-up of Sankyo Meat's new plant and the original brands Altissimo Ribasam and Nanohana Sodachi Sangenton for imported pork performed well.」

    The company states that pork production volume, sales volume and net sales increased through the start-up of Sankyo Meat's new plant and the expansion of original brands.
  18. FY2020-Q2RestatedAnnual report

    「Pork sales volume and net sales both increased because production volume rose following the start-up of Sankyo Meat's new plant and the original brands Altissimo Ribasam and Nanohana Sodachi Sangenton for imported pork performed well.」

    The company continues to describe the start-up of Sankyo Meat's new plant, the expansion of original brands, and the expansion of domestic pork production and sales.
  19. FY2020-Q1AdvancedAnnual report

    「Pork net sales increased despite the impact of lower selling prices, as the original brands Altissimo Ribasam and Nanohana Sodachi Sangenton performed well, and sales volume of domestic pork increased following the start-up of Sankyo Meat's new plant.」

    The company states that sales volume and net sales of domestic pork increased through the expansion of domestic production and branded products, including the start-up of Sankyo Meat's new plant.
  20. FY2019-Q3RestatedAnnual report

    「In the domestic business, net sales increased as we worked to acquire new customers, strengthen collaboration with domestic producers and expand sales of high-value-added products, including our original brands. Beef was affected by higher domestic beef prices and rising procurement costs, including for imported beef, but net sales increased as sales volume grew.」

    The company states that it continued acquiring new customers, strengthening collaboration with domestic producers and expanding sales of original brands and other products, resulting in higher net sales in the domestic business, led by beef. It also describes the effects of falling market prices and lower selling prices for pork and chicken.
  21. FY2019-Q2RestatedAnnual report

    「In the domestic business, net sales increased as we worked to acquire new customers, strengthen collaboration with domestic producers and expand sales of high-value-added products, including our original brands. In beef, net sales increased because Australian beef performed steadily while US chilled beef remained strong, and sales volume of domestic beef increased.」

    The company states that it continued acquiring new customers, strengthening collaboration with domestic producers and expanding sales of original brands and other products, resulting in higher net sales in the domestic business, led by beef.
  22. FY2019-Q1AdvancedAnnual report

    「In the domestic business, sales increased as we worked to acquire new customers, strengthen collaboration with domestic producers and expand sales of high-value-added products, including our original brands. In beef, sales increased because Australian beef also performed steadily while US chilled beef remained strong, and sales volume of domestic beef increased despite the continuing downward trend in domestic beef prices.」

    The company states that it acquired new customers, strengthened collaboration with domestic producers and expanded sales of original brands and other products, resulting in increases in sales volume and net sales for domestic meat, including domestic beef.
  23. FY2018AdvancedAnnual report

    「In the meat business, we worked to provide safe, reliable products on a stable basis and respond quickly to diversifying needs by building and strengthening a value chain that closely links production, processing, distribution and sales, as well as by partnering with leading overseas suppliers. We also promoted the development of branded meat across all livestock categories and actively expanded products with greater added value.」

    The company states that, in addition to collaborating with domestic producers, it promoted the development of branded meat across all livestock categories and expanded products with greater added value.
  24. FY2018-Q2AdvancedAnnual report

    「Amid a lull in the rise in domestic beef prices, the company worked to strengthen collaboration with domestic producers. As beef, pork and chicken all performed steadily, both sales volume and net sales increased.」

    The company states that it strengthened collaboration with domestic producers, resulting in increases in sales volume and net sales for beef, pork and chicken.
  25. FY2018-Q1AdvancedAnnual report

    「By strengthening collaboration with domestic producers, beef and pork performed steadily, and sales increased as higher chicken prices also boosted sales. As a result, both sales volume and net sales increased.」

    The company states that it strengthened collaboration with domestic producers, while beef and pork in the domestic meat business performed steadily, resulting in increases in sales volume and net sales.
  26. FY2017First statedAnnual report

    「Expand domestic production operations, expand the supply system for branded meat, and strengthen the ability to respond to changes in the external environment」

    The company identifies expanding its domestic production operations and branded-meat supply system as challenges under its medium-term management plan.
Moved together

"Expanding production and sales volumes and improving supply chain utilization" moved the same way as this thread, in the same document, in 13 of its 29 moves.

13109885★123456
  1. ★This thread
  2. 1Expanding production and sales volumes and improving supply chain utilization13×
  3. 2Expanding the Product Development Scope and Strengthening Proposal Capabilities for Business Customers10×
  4. 3Full Acquisition of ANZCO FOODS LTD. and Acceleration of Overseas Business Collaboration9×
  5. 4Enhancing the Brand Strength of Core Products8×
  6. 5Development of the Prepared Food Market and Overseas Meat-Related Markets8×
  7. 6Guarantees of Indebtedness for Non-Consolidated Companies5×

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