Komori
Garden (274A) · TargetAdvanced

New Store Opening Plans for Ikkakuya and Yamashita Honki Udon

First written in FY2025. 3 of 8 entries say "Raised", first in 2026-04-14. Latest entry: 2026-10-15.

8entries
2years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025 – FY2026-H1Raised2026-04-14 – 2026-10-152025: 220252026: 62026
Same theme, other companies
Store-Opening Capital Investment Plan for 4 Brands, Including 壱角家 and 山下本気うどんA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-10-15AdvancedEarnings presentation materials

    「ラーメン事業において期初計画を上回るペースで出店を加速。店舗数は前期末比で21店舗純増。」

    上期の出店が期初計画を上回るペースで進み、店舗数が前期末比21店舗純増となった。
  2. FY2027-H1AdvancedAnnual report

    「As a result of opening 26 stores, comprising 13 company-operated and 13 franchised stores, and closing 5 stores, comprising 2 company-operated and 3 franchised stores, the number of stores at the end of the interim accounting period was 220, comprising 183 company-operated stores, 1 store operated under a management contract and 36 franchised stores.」

    The Company opened 26 stores during the interim accounting period, bringing the number of stores at period-end to 220. The openings covered both company-operated and franchised stores, demonstrating concrete progress against the existing store expansion plan.
  3. FY2026RaisedAnnual report

    「Ikkakuya: 7 stores scheduled to open; Yamashita Honki Udon: 4 stores scheduled to open; Manbaken: 4 stores scheduled to open; Takadaya: 2 stores scheduled to open.」

    The opening plan was expanded from its previous focus on Ikkakuya and Yamashita Honki Udon to 4 brands by adding Manbaken and Takadaya. The company presented a capital expenditure plan for 17 stores in the fiscal year ending February 2027 and 23 stores across the 4 brands in the fiscal year ending February 2028.
  4. 2026-04-14RaisedEarnings presentation materials

    「従来の壱角家・山下本気うどんの出店計画に加え、萬馬軒、高田屋、海外出店とさらなる拡大を見込み、成長を加速。」

    従来の2ブランドに加えて買収ブランドと海外出店を計画に含め、出店対象の範囲を広げている。
  5. FY2026-H1Partial shortfall and deferral of the first-half planAnnual report

    「Ikkakuya is one store below plan because the opening was moved to September due to the timing of the property handover. Yamashita Honki Udon is two stores below plan, but two openings are currently scheduled for the third quarter onward.」

    During the interim accounting period, Ikkakuya fell short of plan by 1 store and Yamashita Honki Udon by 2 stores. The Ikkakuya opening was moved to September, while the 2 Yamashita Honki Udon openings are scheduled for the third quarter onward.
  6. FY2025First statedAnnual report

    「Ikkakuya: 8 stores scheduled to open from March 2025 through February 2026; Yamashita Honki Udon: 4 stores scheduled to open from March 2025 through February 2026; Ikkakuya: 8 stores scheduled to open from March 2026 through February 2027; Yamashita Honki Udon: 5 stores scheduled to open from March 2026 through February 2027.」

    The company’s store-opening and capital expenditure plan funded by the equity financing covers a total of 25 stores for the fiscal years ending February 2026 and February 2027.
Moved together

"Growth Strategy Centered on M&A and Corporate Revitalization" moved the same way as this thread, in the same document, in 6 of its 8 moves.

654443★123456
  1. ★This thread
  2. 1Growth Strategy Centered on M&A and Corporate Revitalization6×
  3. 2Accelerating franchise and licensing expansion in Japan and overseas5×
  4. 3Improving QSCA and Standardized Store Operations4×
  5. 4Retention Marketing Using Apps, Social Media and Other Media4×
  6. 5Recruitment and development of talent and utilization of diverse talent4×
  7. 6Development of Seasonal and Original Products and Dynamic Pricing3×

★ 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 Garden yet. It last moved in the Earnings presentation materials of 2026-10-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.