Komori
Garden (274A) · RiskMitigated

Sales Concentration in 壱角家 and the Ramen Business

First written in FY2025. 2 of 4 entries say "Restated". Latest entry: FY2026.

4entries
2years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2025 – 2026-04-142025: 220252026: 22026
Same theme, other companies
High dependence on the ramen businessA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Mitigated".

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Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Ramen, particularly the Ikkakuya brand, represents a high proportion of our business sales. In the fiscal year ending February 2026, Ikkakuya sales were ¥10,875,299 thousand, representing 60.8% of sales by brand. We are currently seeking to build a business portfolio less susceptible to changes in market and external conditions by opening new Yamashita Honki Udon stores and promoting the franchise business.」

    Ikkakuya’s share of sales by brand declined from 63.0% to 60.8%, while diversification through Yamashita Honki Udon openings and franchising continued.
  2. 2026-04-14RestatedEarnings presentation materials

    「ラーメン事業 68.6%」

    売上構成に占めるラーメン事業の大きさが引き続き示された。
  3. FY2026-H1RestatedAnnual report

    「The operating environment remains challenging, particularly for our company, where the core ramen business accounts for approximately 70% of sales.」

    The company continues to recognize that the ramen business accounts for approximately 70% of sales.
  4. FY2025First statedAnnual report

    「Ramen, particularly the Ikkakuya brand, represents a high proportion of our business sales. In the fiscal year ended February 2025, Ikkakuya sales were ¥10,258,841 thousand, representing 63.0% of sales by brand.」

    The company recognizes the risk that economic conditions, energy supplies, ingredient prices or adverse publicity concerning the ramen format could disrupt its concentrated business, and is seeking diversification through Yamashita Honki Udon openings and franchise expansion.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Garden yet. It last moved in the Earnings presentation materials of 2026-04-14: "Restated".
News
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