Shortage of Properties Meeting Store-Opening Criteria and Failure to Meet Store Opening and Closure Plans
First written in FY2025. 1 of 4 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-07-28.
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
2 other companies' latest entry also says "Mitigated".
- 2026-07-28MitigatedEarnings presentation materials
「現在は「山下本気うどん」「壱角家」の中核ブランドに加え、「萬馬軒」や「高田屋」といったブランドも拡充しており、従来の駅前一等地のみならずロードサイドを含め、各ブランドに適した出店を順調に進めております。」
複数ブランドと出店立地の拡張により、物件確保が現状の大きな課題ではないとの説明を補強した。 - FY2026Differences in store-opening plans by brandAnnual report
「Against the store-opening plan, Ikkakuya finished 2 stores above plan, while Yamashita Honki Udon fell short by 2 stores.」
Following the shortfall and deferral against plan in the previous interim period, differences by brand also arose for the full fiscal year. Ikkakuya exceeded plan, while Yamashita Honki Udon fell short by 2 stores. - FY2026-H1MaterialisedAnnual 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.」
Differences from the store-opening plan arose during the interim accounting period. One Ikkakuya opening was deferred, while 2 Yamashita Honki Udon openings were scheduled for the third quarter onward. - FY2025First statedAnnual report
「When opening new stores, we consider the trade area, competitive conditions, sales forecasts, rent terms, opening costs and other factors, and open stores in locations expected to be profitable. However, the number of properties meeting our opening criteria may differ from the number originally planned.」
The company states that property shortages, unprofitable stores after opening and fluctuations in the number of closures could affect store-opening plans and operating performance.