Komori
Asmo (2654) · InitiativeAdvanced

Expanding Contracted Facilities and Differentiating through Food-Service Expertise

First written in FY2016. 24 of 39 entries say "Advanced", first in FY2017-Q2. Latest entry: 2026-09-11.

39entries
11years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q2 – FY2018AdvancedFY2024-Q1 – 2026-05-142016: 220162017: 420172018: 420182019: 320192020: 420202021: 420212022: 320222023: 420232024: 320242025: 120252026: 72026
Same theme, other companies
コントラクト事業の受託拠点・店舗拡大A theme 5 companies write about · 0 as a headwind · 5 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. FY2026AdvancedAnnual report

    「To address the chronic labor shortage, we had been implementing improvements such as reevaluating recruitment media. In addition, to make efficient use of our existing valuable internal personnel, we established a new structure under which duties previously handled by individual departments are managed across departmental boundaries. We will continue working to supplement our workforce through the company's overall personnel capacity. As a result, revenue for the fiscal year was ¥9,181 million, up 8.4% year on year, and segment profit, or operating profit, was ¥361 million, up 55.4%.」

    The food service business established a cross-departmental personnel allocation structure, generating revenue of ¥9,181 million and segment profit of ¥361 million, up 55.4% year on year.
  2. FY2026-H1AdvancedAnnual report

    「In operating activities, revenue and operating profit performed steadily as the number of newly contracted facilities increased by 3.」

    The company explained that revenue and operating profit performed steadily as the food service business added 3 new contracted facilities.
  3. FY2025-H1AdvancedAnnual report

    「Revenue was ¥4,136 million, up 6.5% from the previous interim consolidated accounting period, while segment profit (operating profit) was ¥117 million, down 24.3%.」

    In the food service business, the number of users at contracted facilities and newly contracted facilities increased, resulting in a 6.5% increase in revenue. Segment profit, however, declined 24.3% due to higher prices, labor shortages and higher rice procurement costs.
  4. FY2024AdvancedAnnual report

    「The company actively negotiated with contracted customers to revise outsourcing fees upward and also negotiated higher unit prices for food materials, working to secure earnings. As a result, revenue for the fiscal year was ¥7,883 million, up 4.7% year on year, and segment profit (operating profit) was ¥331 million, up 31.9%.」

    The meal-service business pursued negotiations to raise outsourcing and food-material unit prices and managed costs, resulting in revenue growth of 4.7% and segment profit growth of 31.9%.
  5. FY2024-Q3AdvancedAnnual report

    「The company worked to increase revenue by developing new customers and negotiating higher unit prices for food materials with existing customers, while securing profit through strict cost control, including the containment of material costs. As a result, revenue for the cumulative third quarter was ¥5,876 million, up 4.2% year on year, and segment profit (operating profit) was ¥238 million, up 40.8%.」

    The meal-service business developed new customers, negotiated price increases with existing customers and contained material costs, resulting in revenue growth of 4.2% and segment profit growth of 40.8%.
  6. FY2024-Q2AdvancedAnnual report

    「In the Asmo Food Service business, occupancy rates at elderly care facilities and the number of users of care services began to recover as COVID-19 was reclassified as a Class 5 infectious disease. This increased opportunities for new-customer development, resulting in growth in the number of contracted meal-service facilities and the number of meals provided.」

    The recovery in elderly care facility occupancy rates and the number of care-service users increased opportunities to develop new customers, the number of contracted meal-service facilities and the number of meals provided.
  7. FY2024-Q1AdvancedAnnual report

    「On the cost side, the impact of high prices continued and labor shortages worsened. Higher raw-material and labor costs weighed on profit, but the company worked to secure profit by containing raw-material costs through supplier reviews and menu adjustments, reducing labor costs by revising employee shift structures, and seeking higher food-material prices from contracted facilities. As a result, revenue for the cumulative first quarter was ¥1,916 million, up 2.1% year on year, and segment profit (operating profit) was ¥75 million, up 52.7%.」

    The company reviewed suppliers, adjusted menus, revised employee shifts and negotiated higher food-material prices with contracted customers, resulting in a 52.7% year-on-year increase in meal-service segment profit.
  8. FY2023New bids and price-hike negotiations alongside declining profitAnnual report

    「Under these circumstances, the company worked to secure profit through thorough cost management and monitoring of appropriate inventory levels, while increasing the number of contracted facilities by participating in new bids for meal-service providers, mainly at public facilities. It also worked to maintain and increase revenue by focusing on negotiations with existing customers to raise outsourcing and food-material costs.」

    The company pursued new bids for public facilities, negotiations with existing customers to raise outsourcing and food-material costs, and cost management. Revenue was ¥7,532 million, down 0.3%, while segment profit was ¥251 million, down 29.6%.
  9. FY2023-Q3Giving concrete shape to earnings-recovery measures, including negotiations to raise unit pricesAnnual report

    「The company focused on developing new customers and negotiating higher unit prices for outsourcing and food-material costs with existing customers, while working to maintain and increase revenue and secure profit through thorough cost management.」

    In the meal-service business, the company is giving concrete shape to earnings-recovery measures by developing new customers and negotiating higher unit prices for outsourcing and food-material costs with existing customers.
  10. FY2023-Q2RestatedAnnual report

    「The company will work to restore its earnings capacity by thoroughly managing costs and pursuing sales activities to increase the number of contracted facilities.」

    The company has reaffirmed its policy of restoring the meal-service business’s earnings capacity by thoroughly managing costs and increasing the number of contracted facilities through sales activities.
  11. FY2023-Q1WorsenedAnnual report

    「As a result, revenue for the cumulative first quarter was ¥1,877 million, down 1.0% year on year, and segment profit (operating profit) was ¥49 million, down 59.6%. The number of contracted facilities was 252 at the end of the first quarter, compared with 253 at the end of the same quarter a year earlier.」

    The number of contracted facilities declined from 253 to 252, revenue fell 1.0% and segment profit fell 59.6%. Higher raw-material, logistics and labor costs are headwinds to the goals of expanding contracted operations and securing profit.
  12. FY2022-Q3Continued profit improvement despite a decline in contracted facilitiesAnnual report

    「As a result, revenue for the cumulative third quarter was ¥5,682 million, down 0.6% year on year, and segment profit (operating profit) was ¥301 million, up 28.0%. The number of contracted facilities was 252 at the end of the third quarter, compared with 255 at the end of the same quarter a year earlier.」

    The number of contracted facilities declined from 255 to 252 and revenue fell 0.6%, while segment profit increased 28.0% through food-material changes and more efficient staffing.
  13. FY2022-Q2Profit improvement despite a decline in contracted facilitiesAnnual report

    「The company was able to contain costs because produce market prices were more stable than in the same quarter a year earlier. Profit was also secured as employee retention progressed and temporary staffing costs declined.」

    The number of contracted facilities declined from 256 to 252, but stable produce prices and lower temporary staffing costs resulting from improved employee retention limited the revenue decline to 0.3%, while segment profit increased 20.7%.
  14. FY2022-Q1SoftenedAnnual report

    「As a result, revenue for the cumulative first quarter was ¥1,896 million, up 0.2% year on year, and segment profit (operating profit) was ¥121 million, up 36.4%. The number of contracted facilities was 253 at the end of the first quarter, compared with 255 at the end of the same quarter a year earlier.」

    The company responded to higher raw-material and logistics costs by changing menus and reconsidering food procurement. Profit increased, while the number of contracted facilities declined from 255 at the end of the same quarter a year earlier to 253.
  15. FY2021SoftenedAnnual report

    「As a result, revenue for the fiscal year was ¥7,597 million, up 0.5% year on year, and segment profit (operating profit) was ¥340 million, down 22.8%.」

    The meal-service business maintained or slightly increased revenue, but segment profit fell 22.8% due to higher hygiene-product expenses, costs and personnel placement fees, bringing cost and working-environment measures to the forefront rather than facility expansion.
  16. FY2021-Q3SoftenedAnnual report

    「The Asmo Food Service business has stable customers, so revenue was not directly affected by COVID-19. Indirect effects, however, increased expenses through higher food-material procurement prices caused by demand fluctuations following the lifting of the state of emergency, and continued costs for masks and other hygiene products associated with prolonged COVID-19 measures. The company also actively recruited personnel to retain frontline employees and resolve chronic staffing shortages, and improved the working environment, resulting in higher labor costs. As a result, revenue for the cumulative third quarter was ¥5,713 million, up 1.2% year on year, while segment profit (operating profit) was ¥235 million, down 30.6%. The number of contracted facilities was 255 at the end of the third quarter, compared with 262 at the end of the same quarter a year earlier.」

    Stable orders lifted revenue, but segment profit fell 30.6% due to higher food-material, hygiene-product and labor costs. The number of contracted facilities also declined from 262 at the end of the same quarter a year earlier to 255, with staffing shortages and working-environment measures taking precedence over facility expansion.
  17. FY2021-Q2SoftenedAnnual report

    「The Asmo Food Service business remained in a challenging environment due to the following factors: demand fluctuations following the lifting of the state of emergency; sharp fluctuations in food-material procurement prices resulting from a climate marked by low temperatures nationwide, record rainfall and insufficient sunlight; ongoing spending on masks and other hygiene products associated with prolonged COVID-19 measures; and temporary staffing costs incurred to retain frontline employees hired to improve working conditions. As a result, revenue for the cumulative second quarter was ¥3,800 million, up 1.7% year on year, while segment profit (operating profit) was ¥173 million, down 31.6%. The number of contracted facilities was 256 at the end of the second quarter, compared with 259 at the end of the same quarter a year earlier.」

    The number of contracted meal-service facilities fell from 259 at the end of the same quarter a year earlier to 256. Although revenue increased, segment profit fell 31.6% due to fluctuations in procurement prices, hygiene-product expenses, temporary staffing costs and other factors.
  18. FY2021-Q1SoftenedAnnual report

    「The Asmo Food Service business remained in a challenging environment due to fluctuating demand following the declaration of a state of emergency in April, sharp fluctuations in produce procurement prices caused by poor crop growth resulting from insufficient sunlight and low temperatures, higher prices for masks and other hygiene products amid the spread of COVID-19, and increased temporary staffing costs as the company added personnel to ease the burden on frontline employees, whose workload had increased due to infection-control measures, and improve working conditions in response to work-style reforms. ... The number of contracted facilities was 255 at the end of the first quarter, compared with 257 at the end of the same quarter a year earlier.」

    The number of contracted facilities fell from 257 at the end of the same quarter a year earlier to 255, while the focus shifted from the previous expansion of facilities to responding to demand fluctuations, higher costs, infection prevention and improved working conditions.
  19. FY2020AdvancedAnnual report

    「While improving employees’ working conditions, the company focused on taking on highly profitable facilities. As a result, the number of contracted facilities at the end of the fiscal year was 265, compared with 258 at the end of the previous fiscal year.」

    The company improved working conditions and concentrated its contracted operations on highly profitable facilities, increasing the number of contracted facilities from 258 at the end of the previous fiscal year to 265. Segment profit, however, fell 16.5% year on year to ¥440 million.
  20. FY2020-Q3AdvancedAnnual report

    「The company focused on taking on highly profitable facilities despite these conditions, bringing the number of contracted facilities to 262 at the end of the third quarter, compared with 256 at the end of the same quarter a year earlier. As a result, revenue for the cumulative third quarter was ¥5,645 million, up 2.8% year on year, while segment profit (operating profit) was ¥338 million, down 14.3%.」

    Despite challenging procurement prices and labor shortages, the company focused on taking on highly profitable facilities, increasing the number of contracted facilities from 256 at the end of the same quarter a year earlier to 262. Segment profit, however, fell 14.3% year on year to ¥338 million.
  21. FY2020-Q2AdvancedAnnual report

    「The Asmo Food Service business remained in an extremely challenging environment due to poor crop growth caused by insufficient sunlight in early spring, higher produce procurement prices resulting from typhoons and flooding in various regions, and labor shortages accompanied by rising labor costs. Even under these conditions, the company took on facilities with high profitability potential, bringing the number of contracted facilities to 259 at the end of the second quarter, compared with 257 at the end of the same quarter a year earlier.」

    The company took on highly profitable facilities despite soaring produce prices, labor shortages and rising labor costs, increasing the number of contracted facilities from 257 at the end of the same quarter a year earlier to 259. Segment profit, however, fell 6.4% year on year to ¥253 million.
  22. FY2020-Q1RestatedAnnual report

    「In the Asmo Food Service business, prices for dairy products, bottled beverages and other items rose in April, but contracted meal-service operations for elderly care facilities continued to grow steadily, and revenue and operating profit both remained solid. As a result, the number of contracted facilities was 257 at the end of the first quarter, compared with 259 at the end of the same quarter a year earlier.」

    The company continues expanding meal-service contracts and securing revenue and profit. The number of contracted facilities was 257, down 2 from the end of the same quarter a year earlier, although the company explained that contracted operations were growing steadily.
  23. FY2019AdvancedAnnual report

    「In the Asmo Food Service business, profit margins improved and performance remained solid during the fiscal year as a result of terminating contracts with unprofitable facilities in the previous fiscal year and taking on new facilities expected to be profitable. As Japan’s population continues to age and demand for care meals increases, the company is strengthening training and seminars for employees on care meals, including soft and jelly-based meals, to further improve its capabilities and enable people with swallowing difficulties to enjoy their meals.」

    In addition to terminating contracts with unprofitable facilities and taking on new facilities expected to be profitable, the company strengthened training on soft and jelly-based meals. Segment profit rose 20.6% year on year to ¥527 million.
  24. FY2019-Q2AdvancedAnnual report

    「The company terminated contracts with unprofitable facilities to improve earnings, reducing the number of contracted facilities to 257 at the end of the second quarter, compared with 284 at the end of the previous fiscal year. As a result, revenue for the cumulative second quarter was ¥3,650 million, down 3.6% year on year, and segment profit (operating profit) was ¥270 million, down 5.4%. Produce procurement prices are now beginning to ease, and the company is selecting suppliers to procure products in a timely manner, appropriately and at reasonable prices. It will continue providing better meals and services to existing customers while actively pursuing sales activities across various business formats.」

    The company continued terminating contracts with unprofitable facilities, reducing the number of contracted facilities from 284 to 257. While selecting suppliers and pursuing sales across various business formats, revenue and segment profit fell below the year-earlier levels.
  25. FY2019-Q1RestatedAnnual report

    「The Asmo Food Service business remained in an extremely challenging environment, including labor shortages accompanied by rising labor costs. The company continued terminating contracts with unprofitable facilities to improve earnings and taking on new facilities expected to be profitable.」

    Amid a challenging environment of labor shortages and rising labor costs, the company continues terminating contracts with unprofitable facilities and taking on new facilities expected to be profitable.
  26. FY2018AdvancedAnnual report

    「The company decisively terminated contracts with unprofitable facilities to improve earnings, reducing the number of business locations. As a result, revenue for the fiscal year was ¥7,556 million, down 0.4% year on year, while segment profit (operating profit) was ¥437 million, up 0.5%. Produce procurement prices have eased since late winter, and total procurement costs are expected to decline going forward. The company will also actively acquire new contracted facilities to expand revenue through the newly established sales division.」

    The company reduced the number of business locations by terminating contracts with unprofitable facilities, while operating profit improved to ¥437 million. It plans to establish a new sales division and expand revenue by acquiring new contracted facilities.
  27. FY2018-Q3AdvancedAnnual report

    「Under these circumstances, the company will select suppliers in order to procure products in a timely manner, appropriately and at reasonable prices. As part of its future initiatives, it plans to separate the facility management and sales functions and establish a new sales division to acquire new contracted facilities and improve earnings.」

    In addition to selecting suppliers for product procurement, the company has outlined plans to separate the facility management and sales functions and establish a new sales division to acquire new contracted facilities and improve earnings.
  28. FY2018-Q2AdvancedAnnual report

    「In the Asmo Food Service business, revenue declined slightly while operating profit improved significantly, as the company continued terminating contracts with unprofitable facilities to improve earnings and taking on new facilities expected to be profitable. It is also developing and strengthening a new foundation for long-term growth by pursuing contracts to provide meals at public and medical facilities. As a result, revenue for the cumulative second quarter was ¥3,785 million, down 0.8% year on year, and segment profit (operating profit) was ¥285 million, up 47.9%.」

    The company continued terminating contracts with unprofitable facilities and taking on new facilities, resulting in a 47.9% year-on-year increase in operating profit. It is developing meal-service contracts for public and medical facilities as a new growth platform.
  29. FY2018-Q1AdvancedAnnual report

    「In the Asmo Food Service business, revenue and operating profit remained relatively solid. Meanwhile, the company continued terminating contracts with unprofitable facilities to improve margins. As a result, the number of contracted facilities at the end of the first quarter was 292, compared with 295 at the end of the same quarter a year earlier.」

    The company continued terminating contracts with unprofitable facilities, reducing the number of contracted facilities to 292, while segment profit rose 49.5% year on year to ¥145 million.
  30. FY2017AdvancedAnnual report

    「In the Asmo Food Service business, the company acquired customers across a wide range of fields beyond elderly care facilities, while also terminating contracts with unprofitable facilities to improve earnings. As a result, revenue for the fiscal year was ¥7,589 million, up 2.7% year on year, and segment profit (operating profit) was ¥435 million, up 8.7%. Both revenue and operating profit remained solid.」

    The company expanded its customer base beyond care facilities while terminating contracts with unprofitable facilities, resulting in revenue growth of 2.7% and segment profit growth of 8.7%.
  31. FY2017-Q3AdvancedAnnual report

    「In the Asmo Food Service business, the company acquired customers across a wide range of fields beyond elderly care facilities, while also terminating contracts with unprofitable facilities to improve earnings. As a result, revenue for the cumulative third quarter was ¥5,719 million, up 3.6% year on year, and segment profit (operating profit) was ¥340 million, up 15.4%. Both revenue and operating profit remained solid.」

    The company expanded its customer base beyond care facilities while terminating contracts with unprofitable facilities, resulting in revenue growth of 3.6% and segment profit growth of 15.4%.
  32. FY2017-Q2AdvancedAnnual report

    「In the Asmo Food Service business, the company acquired customers across a wide range of fields beyond elderly care facilities, while also terminating contracts with unprofitable facilities to improve earnings. As a result, revenue for the cumulative second quarter was ¥3,814 million, up 4.4% year on year, and segment profit (operating profit) was ¥193 million, up 0.5%. Both revenue and operating profit remained solid.」

    The company is simultaneously expanding its customer base beyond elderly care facilities and terminating contracts with unprofitable facilities, showing progress in the form of higher revenue and operating profit.
  33. FY2016First statedAnnual report

    「Contracted meal-service operations for elderly care facilities have been growing steadily. The company has increased the number of customers across a wide range of fields beyond elderly care facilities, while also terminating contracts with unprofitable facilities to improve earnings. As a result, the number of contracted facilities at the end of the fiscal year was 293, compared with 276 at the end of the previous fiscal year.」

    The company is combining expansion in the number of facilities with the termination of contracts with unprofitable facilities, sales efforts across a wide range of fields, menu development, personnel training and brand enhancement.
Moved together

"Strengthening the earnings power of each business and securing stable earnings" moved the same way as this thread, in the same document, in 24 of its 39 moves.

242019171410★123456
  1. ★This thread
  2. 1Strengthening the earnings power of each business and securing stable earnings24×
  3. 2Transitioning from the Traditional Low-Priced Import Model to a Stable-Earnings Model20×
  4. 3Converting Unprofitable Hong Kong Restaurants and Opening New Locations19×
  5. 4Expanding Care Facilities and Fee-Based Nursing Homes17×
  6. 5Rebuilding the Meat Business through High-Quality Products, Processed Foods and New Sales Channels14×
  7. 6Developing, Securing and Retaining Care Personnel to Improve Service Quality10×

★ 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 Asmo yet. It last moved in the Monthly of 2026-09-11: "Advanced".
News
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