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Y's table (2798) · InitiativeAdvanced

Expanding Sales Channels Through Delivery and Takeout

First written in FY2020. 11 of 26 entries say "Advanced", first in FY2021-Q1. Latest entry: 2026-10-27.

26entries
7years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q2 – FY2022-Q1RestatedFY2024-Q1 – FY2025-Q1AdvancedFY2025-H1 – 2026-10-272020: 320202021: 320212022: 420222023: 420232024: 420242025: 220252026: 62026
Same theme, other companies
Building New Sales Channels, Including Delivery and TakeoutA theme 41 companies write about · 0 as a headwind · 43 as a tailwind

The whole theme swung hardest in 2025: 2 of 16 companies on the "Worse" side.

13 other companies' latest entry also says "Advanced".

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.
Showing 14 of the 41 companies compared. The sentences above are computed from all 41.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「The casual restaurant group worked to enhance added value and increase average customer spending, while also strengthening its delivery operations. During the interim consolidated accounting period, revenue from delivery operations, in particular, remained at a high level year on year, supported by the use of external services and other factors.」

    Revenue from delivery operations reached a high level year on year, driven by the strengthening of delivery operations and the use of external services.
  2. 2026-07-15AdvancedEarnings

    「In particular, delivery sales remained at a high level year on year as the use of external services advanced.」

    Delivery sales reached a high level year on year due to the use of external services.
  3. FY2026AdvancedAnnual report

    「In the delivery business as well, the number of orders increased through the use of external services, and sales remained above those in the same interim period of the previous year.」

    The use of external delivery services increased the number of delivery orders, and full-year sales also exceeded those in the same period of the previous year. The business progressed from the previous constraints caused by declining demand and labor shortages to a leveling-off in the decline and higher revenue.
  4. 2026-04-22AdvancedFinancial results presentation

    「We will secure sales in the second half by attracting customers through promotional websites and other channels and strengthening delivery operations.」

    The use of promotional websites and the strengthening of delivery operations were described as contributing to sales in the second half.
  5. FY2026-H1AdvancedAnnual report

    「In the delivery business as well, the number of orders increased through the use of external services, and sales remained above those in the same interim period of the previous year.」

    The company documented specific progress in using external services for delivery, with both the number of orders and sales exceeding those in the same interim period of the previous year.
  6. FY2025AdvancedAnnual report

    「In the delivery business as well, the decline in revenue accompanying the normalization of economic activity and recovery in demand for dining out leveled off, while orders for catering from companies and other customers remained strong. Sales consequently exceeded those in the same period of the previous year.」

    The decline in delivery revenue leveled off, catering orders from companies and other customers remained strong, and full-year sales exceeded those in the same period of the previous year.
  7. FY2025-H1AdvancedAnnual report

    「In the delivery business, the decline in revenue accompanying the normalization of economic activity leveled off, while orders for catering from companies and other customers remained strong. As a result, sales in the latter half of the interim consolidated accounting period exceeded those in the same interim period of the previous year.」

    The decline in delivery revenue leveled off, catering orders from companies and other customers became strong, and sales in the latter half of the period exceeded those in the same interim period of the previous year.
  8. FY2025-Q1RestatedAnnual report

    「In the delivery business, demand trended downward as demand for dining out recovered, and sales continued to fall below the level in the same period of the previous year.」

    The company continued to document the decline in delivery demand accompanying the recovery in demand for dining out and the resulting sales below the level in the same period of the previous year.
  9. FY2024RestatedAnnual report

    「In the delivery business, demand declined as demand for dining out recovered, and sales fell below 2019 levels, before the COVID-19 pandemic, partly because of a shortage of delivery personnel.」

    The decline in delivery demand accompanying the recovery in demand for dining out and sales constraints caused by the labor shortage continued throughout the fiscal year.
  10. FY2024-Q3RestatedAnnual report

    「In the delivery business, demand declined as demand for dining out recovered, and sales fell below 2019 levels, before the COVID-19 pandemic, partly because of a shortage of delivery personnel.」

    The decline in delivery demand accompanying the recovery in demand for dining out and sales constraints caused by the labor shortage continued.
  11. FY2024-Q2RestatedAnnual report

    「In the delivery business, demand declined as demand for dining out recovered, and sales fell below 2019 levels, before the COVID-19 pandemic, partly because of a shortage of delivery personnel.」

    The decline in delivery demand accompanying the recovery in demand for dining out and sales constraints caused by the labor shortage continued.
  12. FY2024-Q1RestatedAnnual report

    「In the delivery business, demand declined as demand for dining out recovered, and sales fell below 2019 levels, before the COVID-19 pandemic, partly because of a shortage of delivery personnel.」

    The company continued to document the decline in delivery demand as dine-in demand recovered and the resulting situation in which sales remained below 2019 levels due to the labor shortage.
  13. FY2023SoftenedAnnual report

    「Demand for delivery services eased as dine-in operations recovered. Meanwhile, competition among the many operators that entered the market during the COVID-19 pandemic remained severe, and revenue fell below the level recorded in the fiscal year ended February 2020.」

    The delivery business continued as a measure using existing equipment and brands, but demand growth leveled off as dine-in operations recovered, and sales fell below the level in the fiscal year ended February 2020.
  14. FY2023-Q3RestatedAnnual report

    「Delivery sales increased from July to August, when dine-in operations declined, and then leveled off as dine-in operations recovered. However, for the first nine months as a whole, sales remained around 2019 levels.」

    Delivery sales increased in July and August, then leveled off as dine-in operations recovered, and remained around 2019 levels on a cumulative basis.
  15. FY2023-Q2RestatedAnnual report

    「Regarding delivery operations, although demand increased following the renewed spread of COVID-19 infections, sales struggled to grow due to labor shortages and other factors, remaining around 2019 levels for the second quarter of the current consolidated cumulative period as a whole.」

    Although demand increased as COVID-19 infections spread again, sales growth stalled due in part to labor shortages and remained around 2019 levels.
  16. FY2023-Q1SoftenedAnnual report

    「In the delivery business, demand growth appears to have leveled off as many restaurants resumed normal operations, and sales remained around 2019 levels.」

    Delivery sales remained around 2019 levels, but demand growth leveled off as normal operations resumed, causing the previous growth pace to stall.
  17. FY2022AdvancedAnnual report

    「In addition to the previously developed PIZZA SALVATORE CUOMO, we developed the “NIKU ICHIBA” format in the fiscal year ended February 2022. In the fiscal year ending February 2023, we will continue to develop and nurture new formats and brands that can make use of existing restaurant facilities.」

    As specific progress in expanding sales channels through delivery and takeout, the company documented the rollout of the “Niku Ichiba” brand and indicated that it would continue developing new brands using existing equipment.
  18. FY2022-Q3SoftenedAnnual report

    「The delivery business remained strong, but its growth stalled as many restaurants resumed operations.」

    Delivery remained strong, but growth stalled due to the resumption of normal restaurant operations and intensifying competition.
  19. FY2022-Q1RestatedAnnual report

    「The delivery business operated by the Casual Restaurant Group remained strong as demand increased in response to restrictions on restaurant operations. However, it was not sufficient to offset the decline in dine-in sales, and sales continued to remain substantially below the level in the same period two years earlier.」

    Although the delivery business remained strong and supported store profitability, it continued to be insufficient to offset the decline in dine-in sales.
  20. FY2021RestatedAnnual report

    「Many stores in the Casual Restaurant Group already have the know-how and equipment for delivery operations. By using these resources to introduce and develop new brands in the delivery business, we will seek to increase sales at existing stores while limiting new investment.」

    The company continued its policy of using its existing delivery and takeout operations to introduce and develop new brands and increase sales at existing stores.
  21. FY2021-Q3RestatedAnnual report

    「Meanwhile, the number of delivery orders increased substantially as demand strengthened, and the delivery business remained strong and supported store profitability even after dine-in operations resumed.」

    Although the company continued to document the increase in delivery orders and support for store profitability, this was not sufficient to offset the decline in dine-in sales.
  22. FY2021-Q2RestatedAnnual report

    「Meanwhile, the number of delivery orders increased substantially as demand for delivery rose in response to requests to refrain from going out and restaurant closures. The delivery business remained strong even after dine-in operations resumed and continued to support store profitability.」

    The company continued to document the increase in delivery orders driven by stronger demand and the continued support for store profitability after dine-in operations resumed.
  23. FY2021-Q1AdvancedAnnual report

    「Meanwhile, the number of orders in the delivery business increased substantially as restaurants suspended operations. With no prospect of revenue from dine-in operations, strong delivery sales supported store profitability.」

    The company specifically documented the substantial increase in delivery orders during the spread of COVID-19 and the resulting support for revenue, which offset the decline in dine-in revenue.
  24. FY2020First statedAnnual report

    「The Casual Restaurant Group is working to further improve the profitability of existing stores by expanding its sales channels through delivery and takeout.」

    The expansion of sales channels through delivery and takeout was documented independently for the first time as a measure to improve the profitability of existing Casual Restaurant Group stores.
Moved together

"Advancing New Store Openings" moved the same way as this thread, in the same document, in 11 of its 26 moves.

1188877★123456
  1. ★This thread
  2. 1Advancing New Store Openings11×
  3. 2Expansion of Franchise Stores and Conversion to Company-Operated Stores8×
  4. 3Strong performance by the casual restaurant group8×
  5. 4Payment Guarantee for ICONIC LOCATIONS JAPAN’s Lease Agreement8×
  6. 5Maintaining Existing-Store Sales and Improving Profit Margins7×
  7. 6Closure of Company-Operated Stores and Changes in Store Footprint Composition7×

★ 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 Y's table yet. It last moved in the Financial results presentation of 2026-10-27: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.