Komori
Kewpie (2809) · TargetAdvanced

Strengthening the Earnings Base and Improving Asset Efficiency

First written in FY2016-Q2. 18 of 36 entries say "Restated". Latest entry: 2026-10-08.

36entries
11years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q2 – FY2018-Q3RestatedFY2022-Q1 – FY2023-Q32016: 220162017: 420172018: 320182019: 420192020: 320202021: 120212022: 320222023: 320232024: 220242025: 220252026: 92026
Same theme, other companies

The whole theme swung hardest in 2020: 14 of 68 companies on the "Worse" side.

32 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 111 companies compared. The sentences above are computed from all 111.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「Operating income increased despite temporary revenue declines in the Americas and higher depreciation at a new plant, supported by higher domestic revenue, a shift toward higher-value-added products, and more efficient supply chain management. Operating income 16,164 20,020 3,856 23.9%」

    Operating income for the interim consolidated accounting period increased 23.9% year on year to ¥20,020 million. Higher domestic revenue, a shift toward higher-value-added products, and supply chain efficiency gains supported earnings.
  2. FY2025AdvancedAnnual report

    「In the current consolidated fiscal year, ROE (return on equity) was 9.7%, the domestic business profit margin was 6.6%, and overseas sales growth on a local-currency basis was 8% year on year.」

    Results for FY2025 against the targets for the fiscal year ending November 2028 were disclosed. ROE of 9.7% exceeded the target of at least 8.5%, while the domestic business profit margin of 6.6% and overseas sales growth of 8% were below their respective targets of at least 8.0% and at least double-digit annual growth.
  3. FY2025-H1Interim results updatedAnnual report

    「Revenue increased during the interim consolidated accounting period, driven by sustained overseas growth, higher egg volumes, and increased sales of cut vegetables. Operating income declined, despite higher overseas sales and the effect of price revisions for cut vegetables and eggs, due to the impact of higher prices for key raw materials and other factors.」

    Despite higher overseas sales, increased egg volumes, higher cut-vegetable sales, and the benefit of price revisions, operating income declined 14.4% year on year due mainly to higher key raw material prices and other factors.
  4. FY2024Disclosure of achievement against final-year targetsAnnual report

    「In the current consolidated fiscal year, ROE (return on equity) was 7.3% and the operating margin was 7.1%, below target, while overseas net sales increased 11% year on year in local-currency terms, achieving the target.」

    The final-year results under the previous medium-term plan were disclosed: overseas sales growth of at least 10% per year was achieved, while ROE of at least 8% and an operating margin of 7.5% were not achieved.
  5. FY2024-Q2AdvancedAnnual report

    「Operating income increased, supported by overseas growth, higher sales of egg products, and reduced effects from higher prices for key raw materials. Operating income 6,846 18,882 12,036 175.8%」

    Operating income increased 175.8% year on year to ¥18,882 million, driven by overseas growth, higher sales of egg products, and reduced effects from higher key raw material prices.
  6. FY2024-Q1AdvancedAnnual report

    「Operating profit increased, driven by profit growth accompanying overseas expansion, higher sales of chilled prepared foods and food-service seasonings, a shift toward higher-value-added products, and mitigation of the impact of soaring prices for key raw materials. Operating profit 1,656 8,149 6,493 392.1%」

    Operating profit increased 392.1% year on year to ¥8,149 million, driven by overseas growth, higher sales of prepared foods and food-service seasonings, a shift toward higher-value-added products, and mitigation of higher key raw-material prices.
  7. FY2023-Q3RestatedAnnual report

    「In this environment, in Japan we are using our market-based organizational structure to respond to customers’ increasingly diverse needs, while working to build a more profitable business base and deliver new value propositions.」

    The Group continues to respond to customer needs through its market-based organizational structure while working to build a more profitable business base and deliver new value propositions.
  8. FY2023-Q2RestatedAnnual report

    「We are working to build a more profitable business base and deliver new value propositions.」

    Building a more profitable business base, together with delivering new value propositions, continues to be presented as an ongoing initiative.
  9. FY2023-Q1RestatedAnnual report

    「In this environment, in Japan we are using our market-based organizational structure to respond to customers’ increasingly diverse needs, while working to build a more profitable business base and deliver new value propositions.」

    Strengthening the earnings base continues to be described as building a more profitable business base, linked to the market-based organizational structure and new value propositions.
  10. FY2022-Q2RestatedAnnual report

    「We are working to transform our business into a stronger earnings platform that is less affected by raw-material market prices.」

    The transformation into an earnings base less affected by raw material market prices continues to be presented as an ongoing initiative.
  11. FY2022-Q1RestatedAnnual report

    「We are working to transform our business into a stronger earnings platform that is less affected by raw-material market prices.」

    The effort to strengthen earnings capacity continues to be described as a transformation into a business less susceptible to raw-material market prices.
  12. FY2021AdvancedAnnual report

    「In the current consolidated fiscal year, the first year of the medium-term management plan, ROE (return on equity) was 7.4%, the operating margin was 6.9%, and overseas net sales increased 18.5% year on year in local-currency terms.」

    First-year results against the fiscal year ending November 2024 targets were disclosed. ROE of 7.4% and an operating margin of 6.9% were below target, while overseas sales growth was 18.5% year on year.
  13. FY2020ReframedAnnual report

    「Under the 2021-2024 fiscal-year medium-term management plan, the Group has set targets for the fiscal year ending November 2024 of ROE (return on equity) of at least 8%, an operating margin of 7.5%, and an overseas net sales growth rate (in local-currency terms) of at least 10% per year.」

    The Group shifted from the previous fiscal 2021 targets to new profitability and asset-efficiency targets centered on ROE, operating margin and overseas sales growth for the fiscal year ending November 2024.
  14. FY2020-Q3RestatedAnnual report

    「Making proactive business and capital investments to strengthen the earnings profile of each business and improve asset efficiency.」

    The policy of strengthening the earnings base and improving asset efficiency through active business and capital investments is repeated.
  15. FY2020-Q2RestatedAnnual report

    「Making proactive business and capital investments to strengthen the earnings profile of each business and improve asset efficiency.」

    The policy of improving the earnings profile and asset efficiency through business and capital investments is reproduced.
  16. FY2019SoftenedAnnual report

    「Our Group has formulated a medium-term management plan covering the three years from fiscal 2019 and has set targets of ROE (return on equity) of 7.5% and ROA (return on ordinary income on total assets) of 7.7% for the fiscal year ending November 2021.」

    The targets for the fiscal year ending November 2021 were lowered to ROA of 7.7% and ROE of 7.5%, from the previously disclosed fiscal 2021 targets of 8.5% for both ROA and ROE.
  17. FY2019-Q3RestatedAnnual report

    「Although progress was made in improving the gross profit margin, including through growth in value-added products,」

    The policy of continuing to improve the gross profit margin through growth in value-added products and improving earnings-generation capacity by focusing on 3 domestic businesses is maintained.
  18. FY2019-Q2RestatedAnnual report

    「In Japan, we will focus on the cooking and seasonings, salad and delicatessen, and egg businesses, promote the central role of food, and improve our earnings-generation capability.」

    The policy of focusing on 3 domestic businesses and making food central to everyday life to improve earnings-generation capacity is repeated.
  19. FY2019-Q1RestatedAnnual report

    「In Japan, we will focus on the cooking and seasonings, salad and delicatessen, and egg businesses, promote the central role of food, and improve our earnings-generation capability.」

    The policy of improving earnings-generation capability by focusing on three domestic businesses and promoting the central role of food is reproduced.
  20. FY2018AdvancedAnnual report

    「② Performance targets (fiscal 2021) Net sales ¥585.0 billion Operating income ¥38.0 billion Ordinary income ¥39.0 billion Net income attributable to owners of the parent ¥21.4 billion ROA (return on ordinary income on total assets) 8.5% ROE (return on net assets) 8.5%」

    Specific fiscal 2021 targets, including operating profit, ROA and ROE, were newly established for improving earnings capacity and asset efficiency.
  21. FY2018-Q3RestatedAnnual report

    「Making proactive business and capital investments to strengthen the earnings profile of each business and improve asset efficiency.」

    The objective of improving the earnings profile and asset efficiency through business and capital investments is reproduced.
  22. FY2018-Q2RestatedAnnual report

    「Making proactive business and capital investments to strengthen the earnings profile of each business and improve asset efficiency.」

    The objective of improving the earnings profile and asset efficiency through business and capital investments is reproduced.
  23. FY2018-Q1RestatedAnnual report

    「Making proactive business and capital investments to strengthen the earnings profile of each business and improve asset efficiency.」

    The objective of improving the earnings profile and asset efficiency through business and capital investments is reproduced.
  24. FY2017-Q3RestatedAnnual report

    「Making proactive business and capital investments to strengthen the earnings profile of each business and improve asset efficiency.」

    The objective of improving the earnings profile and asset efficiency through business and capital investments is reproduced.
  25. FY2017-Q2RestatedAnnual report

    「Strengthen the earnings base of each business and make proactive business and capital investments to improve asset efficiency」

    The objective of improving the earnings profile and asset efficiency through business and capital investments is reproduced.
  26. FY2017-Q1RestatedAnnual report

    「Strengthen the earnings base of each business and make proactive business and capital investments to improve asset efficiency」

    The objective of improving the earnings profile and asset efficiency through business and capital investments is reproduced.
  27. FY2016RestatedAnnual report

    「Making proactive business and capital investments to strengthen the earnings profile of each business and improve asset efficiency.」

    The policy of improving the earnings profile and asset efficiency through business and capital investments is reproduced.
  28. FY2016-Q3RestatedAnnual report

    「Strengthen the earnings base of each business and make proactive business and capital investments to improve asset efficiency」

    Reproduced as an operating objective for achieving the medium-term management plan.
  29. FY2016-Q2First statedAnnual report

    「Strengthen the earnings base of each business and make proactive business and capital investments to improve asset efficiency」

    Presented as an operating objective for achieving the medium-term management plan.
Moved together

"Expanding Overseas Operations" moved the same way as this thread, in the same document, in 10 of its 36 moves.

1066665★123456
  1. ★This thread
  2. 1Expanding Overseas Operations10×
  3. 2Strengthening Cost Competitiveness and Reviewing Unprofitable Products6×
  4. 3Exposure to Fluctuations in Egg Prices6×
  5. 4Shareholder Returns Through Dividends and Share Repurchases6×
  6. 5Creating Added Value6×
  7. 6Fundamental Reorganization of Production Sites and Concentrated Production5×

★ 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 Kewpie yet. It last moved in the Financial results presentation of 2026-10-08: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.