Komori
Kanemi (2669) · TargetRestated

Expanding Delivery Share and Delivery Coverage in the Wholesale Business

First written in FY2016. 21 of 36 entries say "Advanced", first in FY2017-Q4. Latest entry: FY2027-H1.

36entries
11years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019-Q3RestatedFY2020-Q2 – FY2021-Q3AdvancedFY2021 – FY20242016: 220162017: 220172018: 220182019: 420192020: 420202021: 420212022: 320222023: 320232024: 420242025: 220252026: 62026
Same theme, other companies

3 other companies' latest entry also says "Restated".

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-H1RestatedAnnual report

    「In the external sales business, we strengthened the development and proposal of products for the PPIH Group while working to expand the number of delivery items and delivery volumes.」

    The company continues to strengthen product development and proposals for the PPIH Group and expand the number of delivery items and delivery volumes.
  2. FY2026AdvancedAnnual report

    「The value of deliveries to PPIH increased substantially, by 31.7% compared with the previous fiscal year, and is expected to continue increasing.」

    The value of deliveries to PPIH Group stores increased 31.7% year on year, marking concrete progress in the expansion of the external sales business. Meanwhile, sales for the external sales business as a whole, including deliveries to major convenience stores, declined due to the impact of improvements to the production system.
  3. FY2026-H1Temporary decline in deliveries to external customers due to expansion for PPIHAnnual report

    「Meanwhile, delivery volumes to external customers temporarily declined due to policy-driven production adjustments at certain factories, undertaken with a view to expanding deliveries to the PPIH Group.」

    Delivery volumes to external customers temporarily declined due to policy-driven production adjustments at certain factories in anticipation of expanded deliveries to the PPIH Group.
  4. FY2025AdvancedAnnual report

    「At PPIH Group stores such as Uny and Don Quijote stores, the range of delivery items, including the prepared-food brand Henkai Meshi, was actively expanded, steadily increasing delivery volumes.」

    For PPIH Group stores, the range of delivery items was expanded to include Henkai Meshi, as well as rice balls, boxed meals and pasta, advancing the expansion of delivery volumes.
  5. FY2025-H1AdvancedAnnual report

    「We also pursued further expansion of deliveries to PPIH Group stores such as Uny and Don Quijote stores by delivering Don Quijote’s boxed-meal and prepared-food brand Henkai Meshi and expanding the range of items. As a result, sales in the external sales business increased 7.3% year on year to ¥22,889 million.」

    Deliveries of Henkai Meshi and the range of delivery items for PPIH Group stores were expanded, and sales in the external sales business increased 7.3% year on year.
  6. FY2025-Q1RestatedAnnual report

    「We also continued to expand delivery items, including Henkai Meshi, for PPIH Group stores such as Uny and Don Quijote stores.」

    The company continues to expand delivery items for PPIH Group stores and pursue a policy of expanding deliveries, including Henkai Meshi. This was described as the continuation of expanded deliveries to existing PPIH Group customers, rather than the addition of new delivery customers.
  7. FY2024AdvancedAnnual report

    「We also expanded the range of delivery items at PPIH Group stores, including Uny and Don Quijote stores. From November 2023, we undertook the manufacturing and delivery of Henkai Meshi, PPIH’s new boxed-meal and prepared-food brand based on the concept “Rather than 75 points for everyone, 120 points for someone,” and steadily worked to expand delivery volumes as a core initiative.」

    The range of delivery items at PPIH Group stores was expanded, and manufacturing and deliveries of the new Henkai Meshi brand began in November 2023.
  8. FY2024-Q3AdvancedAnnual report

    「In November 2023, we began manufacturing and delivering Henkai Meshi, PPIH’s new boxed-meal and prepared-food brand based on the concept “Rather than 75 points for everyone, 120 points for someone,” and steadily pursued an expansion in delivery volumes.」

    Manufacturing and deliveries of PPIH’s new Henkai Meshi brand began in November 2023, advancing the expansion of delivery volumes through new delivery items.
  9. FY2024-Q2AdvancedAnnual report

    「We also expanded the range of delivery items at supermarkets including Uny and Don Quijote stores and railway-affiliated convenience stores, focusing on increasing delivery volumes.」

    The range of delivery items was expanded at supermarkets including Uny and Don Quijote and at railway-affiliated convenience stores, advancing efforts to increase delivery volumes.
  10. FY2024-Q1AdvancedAnnual report

    「We also sought to expand the number of delivery stores and delivery items at supermarkets including Uny and Don Quijote stores, working to expand sales channels beyond convenience stores.」

    The number of delivery stores and delivery items for supermarkets including Uny and Don Quijote was expanded, broadening the delivery base beyond convenience stores.
  11. FY2023AdvancedAnnual report

    「We also steadily advanced initiatives to further increase delivery volumes, including expanding the number of delivery stores and delivery items, with deliveries to Uny, Don Quijote and other supermarkets, in addition to convenience stores, as a core business channel. As a result, sales in the external sales business increased 7.1% from the previous fiscal year to ¥38,374 million,」

    The number of delivery stores and items for supermarkets including Uny and Don Quijote was expanded, and sales in the external sales business increased 7.1% year on year.
  12. FY2023-Q2AdvancedAnnual report

    「In the external sales business, the chilled prepared-food series Choi Deli, based on the concept of “salad × side dish × snack,” performed well at FamilyMart stores, and delivery volumes increased, helped by the impact of promotional campaigns such as larger-portion campaigns for rice balls and sandwiches. The range of delivery items was also expanded for Uny and Don Quijote stores, in addition to convenience stores, and steady progress was made in initiatives to further increase delivery volumes. As a result, sales in the external sales business increased 5.4% year on year to ¥19,056 million.」

    Delivery volumes increased through chilled prepared foods, promotional campaigns and expanded delivery items for Uny and Don Quijote, while sales in the external sales business increased 5.4% year on year.
  13. FY2023-Q1AdvancedAnnual report

    「The range of delivery items was also expanded for Uny and Don Quijote stores, in addition to convenience stores, and steady progress was made in initiatives to increase delivery volumes.」

    The range of delivery items for Uny and Don Quijote stores, in addition to convenience stores, was expanded, and initiatives to increase delivery volumes were advanced.
  14. FY2022AdvancedAnnual report

    「In addition to Uny and UD Retail stores, we began deliveries from factories in the Chukyo and Kansai regions to new Don Quijote stores, bringing the total to 379 stores as of the end of the fiscal year.」

    Deliveries began to Don Quijote stores in addition to Uny and UD Retail, expanding the delivery network to 379 stores as of the end of the fiscal year.
  15. FY2022-Q2AdvancedAnnual report

    「We also sought to increase sales by expanding deliveries to supermarkets as new business partners and advancing deliveries of chilled boxed meals and other products to Uny stores and MEGA Don Quijote UNY stores. In addition, growing demand for home delivery during the COVID-19 pandemic provided a tailwind, and deliveries of dinner delivery boxed meals to consumer cooperatives remained firm.」

    Deliveries to supermarkets, Uny stores and MEGA Don Quijote UNY stores were advanced, giving concrete shape to the policy of expanding existing delivery customers.
  16. FY2022-Q1AdvancedAnnual report

    「Meanwhile, we began deliveries to supermarkets as new business partners and sought to improve factory utilization and productivity by consolidating the products manufactured at factories in the Chukyo region.」

    Deliveries began to supermarkets as new business partners, giving concrete shape to the expansion of delivery customers.
  17. FY2021AdvancedAnnual report

    「In addition, across the external sales business, we were able to begin test deliveries by expanding products for tenants and negotiating with new business partners. We believe these test deliveries laid a foundation for the following fiscal year.」

    Test deliveries began through expanded products for tenants and negotiations with new business partners. The development of new delivery customers has advanced to the implementation stage.
  18. FY2021-Q3Limited impact from increased delivery volumesAnnual report

    「In the external sales business, the renewal of hand-rolled rice balls at FamilyMart stores, our main delivery customer, and the rollout of the premium rice ball series Gochimusubi, which emphasizes the seasoning and taste of its fillings, had a certain positive effect on delivery volumes. However, the pace of recovery remained slow and did not lift the performance of the external sales business as a whole.」

    Product renewals and the launch of new series had a certain positive effect on delivery volumes, but did not lead to a recovery in the external sales business as a whole.
  19. FY2021-Q2RestatedAnnual report

    「The external sales business was also affected, as was the tenant business, by requests to refrain from nonessential and nonurgent outings. While orders for the dinner delivery boxed meals manufactured on a contract basis for consumer cooperatives increased, the pace of recovery in customer traffic remained slow at convenience stores, particularly those located in office districts and near train stations, and delivery volumes remained weak.」

    Orders for dinner delivery boxed meals for consumer cooperatives increased, while delivery volumes to convenience stores remained weak, prompting a reassessment of the conditions surrounding the target of expanding delivery volumes.
  20. FY2021-Q1Weak delivery volumesAnnual report

    「Meanwhile, as with the tenant business, convenience stores were affected by temporary store closures, reduced operating hours and the cancellation of seasonal events in various regions. Customer traffic declined particularly at stores located in office districts and near train stations, and delivery volumes remained weak.」

    Delivery volumes remained weak due to convenience store closures, reduced operating hours and other factors.
  21. FY2020RestatedAnnual report

    「In the external sales business, we worked to increase delivery volumes by participating in various promotional campaigns at convenience stores and expanding delivery areas for dinner delivery services operated with consumer cooperatives. However, sales remained sluggish due to the decline in the number of FamilyMart stores, our main delivery customer, and the consolidation of logistics centers, among other factors.」

    While continuing to increase delivery volumes through promotional campaigns and expanded delivery areas for dinner delivery services, sales remained sluggish due to the decline in stores operated by major customers and the consolidation of logistics centers.
  22. FY2020-Q3Impact of the decline in delivery stores and logistics center consolidationsAnnual report

    「In the external sales business, sales remained sluggish due to the decline in the number of convenience store delivery locations and the consolidation of logistics centers, among other factors, although」

    In addition to the decline in delivery stores, the consolidation of logistics centers and other factors were cited as reasons for sluggish sales in the external sales business.
  23. FY2020-Q2RestatedAnnual report

    「In the wholesale business, in addition to participating in various promotional programs at FamilyMart stores, we revised menus and expanded delivery areas for products supplied to our own tenant stores. From April, we also began producing and supplying dinner-delivery boxed meals to Osaka Yodogawa Consumer Cooperative. We worked to increase delivery volumes, but overall sales remained sluggish due in part to the decline in the number of stores supplied.」

    The company continues to pursue a policy of expanding delivery volumes and delivery destinations by beginning deliveries to new customers and expanding delivery areas, but sales remained sluggish due to a decline in the number of delivery stores.
  24. FY2020-Q1AdvancedAnnual report

    「In the external sales business, we worked to increase delivery volume through promotional initiatives at FamilyMart stores, such as the “¥100 Rice Ball Sale” and “¥50 Off Bento Sale.” In the dinner-delivery business for consumer cooperatives, we also began transactions with Yodogawa Consumer Cooperative in April and worked to acquire a new delivery destination, but these efforts did not lift the overall business.」

    The company began transactions with Yodogawa Consumer Cooperative in April and acquired a new delivery destination. Although it also advanced efforts to increase delivery volume through promotional initiatives, revenue from the external sales business as a whole was below the level in the same period of the previous year.
  25. FY2019RestatedAnnual report

    「In the external sales business, we will work to increase delivery volume and acquire new delivery destinations by promoting sales activities.」

    The company continues to regard increasing delivery volume and acquiring new delivery destinations through sales activities as means of expanding the external sales business.
  26. FY2019-Q4AdvancedAnnual report

    「In the external sales business, despite a decline in the number of delivery stores due to signage changes to FamilyMart and other factors, we began delivering bento boxes, sandwiches and other products from October to vending-machine-style unmanned convenience stores (ASD) operated by 株式会社ファミリーマート, working to increase delivery volume.」

    Amid a decline in the number of delivery stores, the company began delivering bento boxes, sandwiches and other products to vending-machine-style unmanned convenience stores (ASD) from October, adding new delivery destinations.
  27. FY2019-Q3Maintaining delivery volume despite a decline in the number of delivery storesAnnual report

    「In the external sales business, although the number of delivery stores declined because of measures such as changing store signage to FamilyMart, delivery volume remained solid as various promotional initiatives, including the “Rice Ball Campaign,” were implemented effectively.」

    While the number of delivery stores declined because of signage changes to FamilyMart, delivery volume remained solid as a result of promotional initiatives.
  28. FY2018RestatedAnnual report

    「In the external sales business, we will review the production structure and further strengthen the operating structure, work to achieve profitability at an early stage, expand our delivery share related to convenience stores, and continue to focus on increasing delivery value to railway-affiliated convenience stores and delivery-related businesses.」

    In addition to expanding its delivery share related to convenience stores, the company continues to target higher delivery value to railway-affiliated convenience stores and delivery-related businesses.
  29. FY2017RestatedAnnual report

    「In the external sales business, as conversions from the Circle K and Sunkus brands to the FamilyMart brand progressed following the management integration of a major customer, we sought to expand our delivery share at FamilyMart stores,」

    The company continues to target an increase in its delivery share at FamilyMart stores after the brand conversion.
  30. FY2017-Q4AdvancedAnnual report

    「In the external sales business, following the management integration of a major customer effective 1 September 2016, we worked to further improve quality and strengthen hygiene management. We also increased delivery volume and strengthened the supply structure by beginning deliveries of the chilled prepared-food series “Famidelica” to FamilyMart stores in the Tokai and Hokuriku regions from October, and acquiring the business of “Akita Plant” in Akita, Akita Prefecture, from 株式会社ナガイ in December.」

    From October, the company began delivering new products to FamilyMart stores in the Tokai and Hokuriku regions, concretely expanding its delivery areas and business partners. Meanwhile, the number of delivery stores also declined because of sign changes and other measures at Circle K Sunkus stores.
  31. FY2017-Q3Decline in delivery volumeAnnual report

    「Although we implemented promotional campaigns to encourage continued customer visits, results were sluggish because of unfavorable weather and other factors. The decline in transactions with JR West station-concourse stores, which ended at the end of the previous fiscal year, also had an impact. As overall delivery volume declined, revenue from the external sales business fell 1.4% year on year to ¥22.302 billion.」

    Overall delivery volume in the external sales business declined because transactions with JR West station-concourse stores ended, among other factors.
  32. FY2016First statedAnnual report

    「In the wholesale business, we worked to increase our delivery share to Circle K Sunkus stores. Following the expansion of delivery areas in Shizuoka Prefecture and deliveries of prepared foods to all stores in the Kansai region in the previous fiscal year, we began delivering prepared foods and soups to all stores in the Kansai region last June, substantially increasing total delivery volumes.」

    The Company views increasing delivery share and expanding delivery areas through major customers’ store networks as a means of growth. Deliveries of prepared foods and soups to all Kansai stores are described as an achievement for the year.
Moved together

"Strengthening Product, Brand and In-Store Value" moved the same way as this thread, in the same document, in 20 of its 36 moves.

201615121210★123456
  1. ★This thread
  2. 1Strengthening Product, Brand and In-Store Value20×
  3. 2Growth Through Diverse Sales Channels and Accumulated Expertise16×
  4. 3Rebuilding the Wholesale Business’s Production and Operating Structure and Improving Profitability15×
  5. 4Expanding Business Scale and Strengthening the Earnings Base12×
  6. 5Balancing Quality, Production Efficiency and Hygiene Through Capital Investment12×
  7. 6Sharing Prepared-Food Expertise and Reforming In-Store Offerings with the Parent Group10×

★ 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 Kanemi yet. It last moved in the Financial results presentation of 2026-10-09: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expanding Delivery Share and Delivery Coverage in the Wholesale Business | Kanemi Co.,Ltd. (2669) | Komori