Worth reading
25Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
19.4
Year-on-year change in US segment revenue (%)Wording
Conditional
How definitive the wording is.Contents of this document
Earnings presentationSecond quarter of the fiscal year ending March 20273 items taken from the company’s own explanation
What the company explained in this material
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Raw material prices, personnel expenses, manufacturing overhead and other costs are expected to continue rising. High prices and uncertainty surrounding global conditions are expected to persist. Numerical assumptions: Not disclosedNew initiatives
- Establishment of a stable supply system through the introduction of new equipment
- Improved quality control, including reductions in defective products
- Acquisition of new users
- Introduction of new products
- Expansion of sales channels to sushi restaurants, izakaya and other formats
Segment results
Japan
Net Sales
¥6,651 million+5.1%
Operating profit
¥155 million+24.3%
United States
Net Sales
¥2,178 million+19.4%
Operating profit
¥396 million+11.2%
| Item | Details |
|---|---|
| Document type | Earnings presentation |
| Fiscal Period Covered | Second quarter of the fiscal year ending March 2027 |
| Segment results | Japan Net Sales ¥6,651 million (YoY +5.1%) / Operating profit ¥155 million (YoY +24.3%) / United States Net Sales ¥2,178 million (YoY +19.4%) / Operating profit ¥396 million (YoY +11.2%) |
| Assumptions Underlying the Business Outlook | Raw material prices, personnel expenses, manufacturing overhead and other costs are expected to continue rising. High prices and uncertainty surrounding global conditions are expected to persist. Numerical assumptions: Not disclosed |
| New initiatives | Establishment of a stable supply system through the introduction of new equipment, Improved quality control, including reductions in defective products, Acquisition of new users, Introduction of new products, Expansion of sales channels to sushi restaurants, izakaya and other formats |
Items this document does not state (26)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareKey points of the Q&A
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.In Japan, sales to the foodservice and prepared-food sectors were strong, while the effects of higher revenue and profitability improvement measures, including the discontinuation of low-margin products and price revisions, contributed. In the US, contributions came from the expansion of major chains, winning business with new chain restaurants, and developing new demand from sushi restaurants, izakaya and other formats.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.