Komori
House Foods Group (2810) · InitiativeAdvanced

Management with a Focus on the Cost of Capital Using ROIC

First written in FY2024. 3 of 8 entries say "Worsened", first in 2026-05-11. Latest entry: FY2026.

8entries
3years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025-H1AdvancedFY2025RestatedFY2026-H12024: 220242025: 220252026: 42026
Same theme, other companies
Investment Discipline and Management Control Centered on ROIC and EBITDAA theme 18 companies write about · 1 as a headwind · 17 as a tailwind

House Foods Group moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2026: 2 of 15 companies on the "Worse" side.

7 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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「ROICは、「事業ROIC」と「事業性資本割合」に分解し、その双方を改善することで当社グループ全体の投下資本に対する収益性の向上をめざしております。」

    ROICマネジメントについて、事業ROICと事業性資本割合への分解、限界利益・稼働率・設備効率、ハードルレートなどを用いた運用を継続した。ROICは前期4.5%から4.1%へ低下した一方、事業性資本割合は83.7%から86.0%へ上昇した。
  2. FY2026-H1RestatedAnnual report

    「資本コストを意識した経営に向けてROIC(投下資本利益率)を導入するなど、バックキャスト視点での企業価値向上に向けた取組を進めております。」

    ROICを活用して資本コストを意識した経営と企業価値向上を進める方針が再確認された。
  3. FY2025AdvancedAnnual report

    「第八次中期計画では、あるべきプロ―ションの実現に向けてこれまで以上にB/S志向の取組を強化していくことや、資本コストをより意識した経営を推進していくためにROICマネジメントを導入しております。」

    ROICマネジメントを導入し、事業ROICと事業性資本割合への分解、資産配分方法の見直し、ハードルレート設定など運用方法を具体化した。2025年3月期ROICは4.5%だった。
  4. FY2025-H1RestatedAnnual report

    「資本コストを意識した経営に向けてROIC(投下資本利益率)を導入するなど、企業価値向上に向けた取組を進めております。」

    ROICを導入し、資本コストを意識した経営と企業価値向上を進める方針が当中間期にも再確認された。
  5. FY2024First statedAnnual report

    「Achieving management that is conscious of the cost of capital and share price through the use of ROIC (return on invested capital), and improving investment profitability.」

    Using ROIC to promote management conscious of the cost of capital and share price and to improve investment profitability was first presented separately as a key response to domestic market trends.
Moved together

"Improving the Profitability of the Health Foods Business and Laying the Groundwork for Growth" moved the same way as this thread, in the same document, in 4 of its 8 moves.

433333★123456
  1. ★This thread
  2. 1Improving the Profitability of the Health Foods Business and Laying the Groundwork for Growth4×
  3. 2Expanding the Food-Service Business and Collaboration Between Manufacturer and Restaurant Operator3×
  4. 3Elevated Raw Material Prices and Intensifying Competition in the Spice Market3×
  5. 4Weak Demand among Light Users of Health Foods and Declining Sales of Core Products3×
  6. 5Expanding Business Domains Through Acquisitions and Consolidation3×
  7. 6Stable Dividends Based on an Adjusted Consolidated Payout Ratio of at Least 30%3×

★ 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
House Foods Group's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Earnings presentation of 2026-05-11: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.