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and ST HD (2685) · InitiativeWorsened

Developing Growth Drivers Through Non-Apparel Goods and Lifestyle Services

First written in FY2017. 11 of 18 entries say "Advanced", first in FY2018. Latest entry: FY2027-H1.

18entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018 – FY2023-Q32017: 120172018: 120182019: 120192020: 020202021: 020212022: 320222023: 320232024: 420242025: 220252026: 32026
Same theme, other companies
Business Expansion into the Lifestyle and Work Style Domains for the Era of the 100-Year LifeA theme 12 companies write about · 0 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2023: 2 of 9 companies on the "Worse" side.

0 other companies' 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. FY2027-H1WorsenedAnnual report

    「In Other (food and beverage), revenue was ¥8,042 million, up 1.1% year on year, while the segment recorded a loss of ¥43 million, compared with segment profit of ¥13 million in the same period of the previous year.」

    The food and beverage business recorded a 1.1% year-on-year increase in revenue, while turning from segment profit of ¥13 million in the same period of the previous year to a loss of ¥43 million.
  2. 2026-06-30AdvancedEarnings presentation

    「OMO施策の進化と体験価値の提供により、リアル店舗が売上高前年同期比106.6%と好調に推移」

    and STとリアル店舗を連動させるOMO施策が、店舗売上の伸長とともに具体的に示された。
  3. FY2026AdvancedAnnual report

    「In Other (the food and beverage business), revenue was ¥1.4759 billion, up 1.0% year on year, and the segment loss was ¥474 million, compared with a segment loss of ¥717 million in the previous fiscal year.」

    The food and beverage business recorded higher revenue, while its segment loss narrowed from ¥717 million to ¥474 million.
  4. FY2026-H1AdvancedAnnual report

    「Other businesses, food and beverage, recorded sales of ¥7,958 million, up 14.6% year on year, and segment profit of ¥13 million, compared with a segment loss of ¥328 million in the same period of the previous year.」

    The food and beverage business recorded a 14.6% year-on-year increase in revenue, turning from a segment loss of ¥328 million in the same period of the previous year to profit of ¥13 million.
  5. FY2025WorsenedAnnual report

    「Other businesses, food and beverage, recorded sales of ¥14,606 million, up 14.1% year on year, and a segment loss of ¥717 million, compared with a segment loss of ¥139 million in the same period of the previous year.」

    The food and beverage business recorded a 14.1% year-on-year increase in revenue, while its segment loss widened from ¥139 million in the previous year to ¥717 million.
  6. FY2025-H1WorsenedAnnual report

    「Other businesses, food and beverage, recorded sales of ¥6,942 million, up 7.8% year on year, and a segment loss of ¥328 million, compared with segment profit of ¥57 million in the same period of the previous year.」

    The food and beverage business recorded a 7.8% year-on-year increase in revenue, while turning from segment profit of ¥57 million in the same period of the previous year to a segment loss of ¥328 million.
  7. FY2025-Q1Food and beverage revenue growth and widening lossAnnual report

    「Other businesses, food and beverage, recorded sales of ¥2,985 million, up 11.4% year on year, and a segment loss of ¥384 million, compared with a segment loss of ¥227 million in the same period of the previous year.」

    The food and beverage business recorded an 11.4% year-on-year increase in revenue, while its segment loss widened from ¥227 million in the same period of the previous year to ¥384 million.
  8. FY2024Food and beverage revenue growth and full-year lossAnnual report

    「In Other businesses (food service), net sales were ¥12.8 billion, up 32.4% year on year, and the segment loss was ¥139 million, compared with a segment loss of ¥263 million in the same period of the previous year.」

    The food and beverage business recorded a 32.4% year-on-year increase in revenue, while posting a full-year segment loss of ¥139 million.
  9. FY2024-Q3AdvancedAnnual report

    「Sales in other businesses, food and beverage, increased 29.2% despite the continuing difficult operating environment in the restaurant industry, including higher raw material and utility costs and labor shortages, supported by the recovery in customer traffic and increased spending on food and beverage services. Other businesses, food and beverage, recorded sales of ¥10,019 million and segment profit of ¥125 million.」

    Despite the impact of higher raw material and utility costs and labor shortages, the food and beverage business recorded a 29.2% increase in revenue, supported by the recovery in customer traffic and increased spending on food and beverage services. Sales for the first nine months were ¥10,019 million and segment profit was ¥125 million.
  10. FY2024-Q2AdvancedAnnual report

    「Revenue in Other (food and beverage) increased 29.2%, despite continued difficult operating conditions in the restaurant industry, including higher raw-material prices and utility costs and labor shortages. Customer traffic showed signs of gradual recovery.」

    The food and beverage business recorded a 29.2% year-on-year increase in revenue as customer traffic recovered despite the effects of rising raw material and utility costs and labor shortages.
  11. FY2024-Q1Food and beverage revenue growth and segment lossAnnual report

    「Other businesses, food and beverage, recorded sales of ¥2,680 million and a segment loss of ¥227 million. Regarding store expansion, the number of stores at the end of the first quarter of the current consolidated fiscal year was 74, following the opening of 1 store and the closure of 1 store.」

    The food and beverage business recorded sales of ¥2,680 million and 74 stores, while posting a segment loss of ¥227 million.
  12. FY2023-Q3AdvancedAnnual report

    「Other businesses, food and beverage, recorded sales of ¥7,750 million and segment profit of ¥167 million. Regarding store expansion, the number of stores at the end of the first nine months of the current consolidated fiscal year was 75, following an increase of 73 stores from the consolidation of 株式会社ゼットン as a subsidiary at the end of the previous consolidated fiscal year, the opening of 4 stores, and the closure of 7 stores.」

    The food and beverage business conducted through 株式会社ゼットン recorded sales of ¥7,750 million, segment profit of ¥167 million, and 75 stores at period-end.
  13. FY2023-Q2AdvancedAnnual report

    「In other businesses, revenue increased as 株式会社ゼットン, which operates a food and beverage business in line with our growth strategy, became a consolidated subsidiary. ② Other businesses, food and beverage Other businesses, food and beverage, recorded sales of ¥4,985 million and segment profit of ¥288 million. Regarding store expansion, the number of stores at the end of the first half of the current consolidated fiscal year was 78, following an increase of 73 stores from the consolidation of 株式会社ゼットン as a subsidiary at the end of the previous consolidated fiscal year, the opening of 3 stores, and the closure of 3 stores.」

    The food and beverage business conducted through the consolidation of 株式会社ゼットン as a subsidiary recorded sales of ¥4,985 million, segment profit of ¥288 million, and 78 stores at period-end.
  14. FY2023-Q1AdvancedAnnual report

    「In Other businesses, making 株式会社ゼットン, which operates a food-service business in line with the growth strategy, a consolidated subsidiary contributed to higher sales.」

    The initiative to make food and beverage a growth driver progressed through the consolidation of 株式会社ゼットン as a subsidiary and contributed to higher revenue. Other businesses, food and beverage, recorded sales of ¥2,070 million and segment profit of ¥78 million.
  15. FY2022-Q3AdvancedAnnual report

    「We decided to launch this tender offer to make the target company a consolidated subsidiary because we believe that doing so will lead to the acquisition of future business opportunities, particularly in the food-service business, as part of our efforts to propose diverse lifestyles to consumers, strengthen the target company's earnings power and, ultimately, enhance its corporate value.」

    As part of offering a diverse range of lifestyle options, specific measures were presented to make 株式会社ゼットン a consolidated subsidiary in order to capture business opportunities in the food and beverage sector.
  16. FY2019AdvancedAnnual report

    「We believe the next step is to put the 3 new areas of cosmetics, jewelry and innerwear, as well as new non-apparel formats such as food and beverage, on a growth trajectory.」

    The non-apparel growth drivers have been defined more specifically as three new areas and new business formats, including food and beverage.
  17. FY2018AdvancedAnnual report

    「We believe it is necessary to focus on general merchandise other than apparel and lifestyle services, develop new growth drivers, and monetize them.」

    The policy of developing non-apparel general merchandise and lifestyle areas as growth drivers has been clarified as a business development strategy, including monetization.
  18. FY2017First statedAnnual report

    「It is necessary to focus on general merchandise other than apparel and services offering lifestyle proposals, and to develop new growth drivers.」

    The need to develop general merchandise and lifestyle proposal services outside apparel as new growth drivers has been indicated.
Moved together

"Store network expansion and overseas openings" moved the same way as this thread, in the same document, in 9 of its 18 moves.

998776★123456
  1. ★This thread
  2. 1Store network expansion and overseas openings9×
  3. 2Restructuring the Overseas Business9×
  4. 3Higher sales and profit, with improved profit metrics8×
  5. 4Improvement in gross profit margin due to a lower markdown rate7×
  6. 5Expansion of the web business7×
  7. 6Building the U.S. Business Platform and Strengthening the U.S. Brand Portfolio6×

★ 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 and ST HD yet. It last moved in the Earnings presentation of 2026-06-30: "Advanced".
Developing Growth Drivers Through Non-Apparel Goods and Lifestyle Services | and ST HD Co.,Ltd. (2685) | Komori