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Toyo Suisan (2875) · FactAdditional results for the rice-based food demand increase and processed foods business loss

Expansion of the Cooked-Rice and Freeze-Dried Food Markets Driven by Lifestyle Changes

First written in FY2019-Q1. 3 of 24 entries say "Advanced", first in FY2019-Q2. Latest entry: FY2026.

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ProgressHeldSoftenedWorseOtherFY2020-Q1 – FY20262018: 220182019: 420192020: 320202021: 420212022: 420222023: 320232024: 320242025: 020252026: 12026
Same theme, other companies
Expansion of the Convenient-to-Prepare and Health-Oriented Food MarketA theme 7 companies write about · 0 as a headwind · 7 as a tailwind

1 other company's latest entry also says "Other".

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  1. FY2026Additional results for the rice-based food demand increase and processed foods business lossAnnual report

    「In the processed foods business, opportunities to use packaged cooked rice expanded against a backdrop of growing demand for time-saving and convenient products and higher rice prices, resulting in higher revenue… Segment loss was …¥441 million, compared with segment profit of ¥27 million in the previous year.」

    Opportunities to use packaged cooked rice expanded against a backdrop of demand for time-saving and convenient products and higher rice prices, while the processed foods business posted a loss due to higher costs.
  2. FY2025-H1Recovery in demand for cooked rice and freeze-dried productsAnnual report

    「Demand for cooked rice products remained elevated due to the rice shortage and other factors, and revenue increased as both aseptic and retort rice products performed well. Freeze-dried products recovered from the previous year's sales decline caused by the price revision, the liquid egg shortage and other factors, resulting in higher revenue.」

    Demand for cooked rice products remained strong against a backdrop of the rice shortage and other factors, while freeze-dried products recovered from the previous year's sales decline caused by the price revision and the liquid egg shortage. Differences between businesses within the processed foods segment have shifted into a recovery phase.
  3. FY2024Added FY2024 full-year demand trends and differences between businessesAnnual report

    「In the processed foods business, fish-paste ham and sausage products, cooked rice products and others performed steadily, while freeze-dried products and others struggled. Cooked rice products had periods of weak performance due in part to the price revision, but generated higher revenue for the full year. Sales of freeze-dried products declined due to the price revision, extreme heat, the shortage of liquid eggs and other factors, resulting in lower revenue.」

    Cooked rice products generated higher revenue for the full year, while freeze-dried products posted lower revenue due to the price revision, extreme heat, the liquid egg shortage and other factors, resulting in divergent demand and sales trends within the processed foods business.
  4. FY2024-Q3Added nine-month demand trends and differences between businessesAnnual report

    「In the processed foods business, fish-paste ham and sausage products performed well, and cooked rice products and others performed steadily, while freeze-dried products and others struggled. Cooked rice products were affected by the price revision and the winding down of demand from people receiving medical care at home, but remained steady overall without a significant decline. Sales of freeze-dried products declined due to the price revision, extreme heat and other factors, resulting in lower revenue, but they have begun to recover as the autumn and winter demand season gets underway.」

    Demand for cooked rice products remained broadly steady, while freeze-dried products posted lower revenue due to the price revision and extreme heat, but the company stated that they were trending toward recovery as the autumn and winter demand season began.
  5. FY2024-Q2Added second-quarter demand trends and differences between businessesAnnual report

    「In the processed foods business, cooked rice products and fish-paste ham and sausage products performed well, while freeze-dried products and others struggled. Cooked rice products were affected by the price revision and the winding down of the previous year's demand from people receiving medical care at home, but remained broadly in line with the previous year. Sales of freeze-dried products declined due to the price revision, extreme heat and other factors, resulting in lower revenue.」

    Demand for cooked rice products remained broadly in line with the previous year, while sales of freeze-dried products declined due to the price revision, extreme heat and other factors, resulting in mixed performance within the processed foods business.
  6. FY2024-Q1Added first-quarter demand trends and differences between businessesAnnual report

    「Demand for cooked rice products remained elevated after the price revision, and revenue increased as both aseptic and retort rice products performed well. Sales of freeze-dried products declined after the price revision, resulting in lower revenue.」

    Demand for cooked rice products remained strong after the price revision and revenue increased, while sales of freeze-dried products declined after the price revision, resulting in mixed performance within the processed foods business.
  7. FY2023-Q3Added nine-month results showing continued demand and revenue growthAnnual report

    「In the processed foods business, demand for cooked rice products remained elevated due to the effects of COVID-19, and revenue increased as both aseptic and retort rice products performed well. Demand for freeze-dried products also remained elevated, and revenue increased as sales performed well, led by the core “Sozai no Chikara” series. As a result, sales were ¥15,214 million, up 5.6% year on year.」

    Strong demand that began before the spread of COVID-19 continued for cooked rice and freeze-dried products, and the processed foods business posted 5.6% year-on-year revenue growth.
  8. FY2023-Q2Added first-half results showing continued demand and revenue growthAnnual report

    「In the processed foods business, demand for freeze-dried products remained elevated from the previous year, and revenue increased as the products performed well, led by the core “Sozai no Chikara” series. Demand for cooked rice products also remained elevated, with both aseptic and retort rice products performing well and generating higher revenue. As a result, sales were ¥9,573 million, up 3.9% year on year.」

    Strong demand continued for freeze-dried and cooked rice products, and the processed foods business posted 3.9% year-on-year revenue growth.
  9. FY2023-Q1Added first-quarter demand trends and differences between businesses due to the earthquakeAnnual report

    「In the processed foods business, revenue from freeze-dried products increased, supported by expanded sales channels and more opportunities to eat at home, led by the “Sozai no Chikara” series of five-serving bagged soups. Revenue from cooked rice products declined due in part to the suspension of sales of certain products following damage to manufacturing equipment caused by the earthquake off the coast of Fukushima Prefecture in March. As a result, sales were ¥4,394 million, down 0.6% year on year.」

    Freeze-dried products generated higher revenue on expanded sales channels and more opportunities to eat at home, while cooked rice products posted lower revenue due to equipment damage and suspended sales following the earthquake, resulting in mixed performance within the processed foods business.
  10. FY2022Added full-year results showing elevated demand, revenue growth and a return to profitabilityAnnual report

    「Demand for the processed foods business remained higher than before the spread of COVID-19. Revenue from cooked rice products increased as the additional serving in retort rice products and new product launches performed well, while aseptic rice products also remained solid. Freeze-dried products, led by the five-serving bagged soup “Sozai no Chikara” series, continued to perform well, with revenue increasing owing to expanded distribution and more opportunities to eat at home. Revenue was ¥19,494 million, up 4.6% year on year. Despite higher utility costs, segment profit was ¥230 million, compared with a segment loss of ¥666 million in the previous year, owing to higher revenue and lower labor costs.」

    Strong demand continued in the cooked rice and freeze-dried food markets. The processed foods business posted 4.6% revenue growth and improved from a ¥666 million loss in the previous year to a ¥230 million profit.
  11. FY2022-Q3Added results showing elevated demand and revenue growth for the first nine monthsAnnual report

    「In the processed foods business, revenue from cooked rice products increased, supported by the additional-serving campaign for retort rice products and the launch of new products. Freeze-dried products, led by the “Sozai no Chikara” series of five-serving bagged soups, continued to perform well and posted higher revenue as sales channels expanded and opportunities to eat at home increased. As a result, sales were ¥14,401 million, up 2.3% year on year.」

    Demand remained elevated versus pre-pandemic levels, and the processed foods business posted 2.3% revenue growth, supported by the additional-serving campaign for retort rice, new product launches, expanded sales channels and more opportunities to eat at home.
  12. FY2022-Q2Added results showing elevated demand and revenue growth for the first halfAnnual report

    「In the processed foods business, demand remained higher than before the spread of COVID-19. Revenue from cooked rice products increased, supported by a campaign adding one serving to retort rice products and increased demand for aseptic rice following the resurgence of COVID-19 infections from August onward. Freeze-dried products, led by the “Sozai no Chikara” series of five-serving bagged soups, continued to perform well and posted higher revenue as sales channels expanded and opportunities to eat at home increased. As a result, sales were ¥9,215 million, up 3.2% year on year.」

    Demand remained elevated versus pre-pandemic levels, and the processed foods business posted 3.2% revenue growth, supported by the additional-serving campaign for retort rice, demand for aseptic rice, expanded sales channels and more opportunities to eat at home.
  13. FY2022-Q1Added results showing that demand remained elevated versus pre-pandemic levelsAnnual report

    「In the processed foods business, demand remained higher than before the spread of COVID-19. Cooked rice products performed steadily, led by the white rice series, including “Attaka Gohan,” but revenue declined. Freeze-dried products, including the “Sozai no Chikara” series of five-serving bagged soups, performed well. As a result, sales were ¥4,421 million, up 0.6% year on year.」

    Demand remained elevated versus pre-pandemic levels. Cooked rice products performed steadily, while freeze-dried products performed well. The processed foods business posted 0.6% year-on-year revenue growth.
  14. FY2021Additional full-year results driven by increased household demandAnnual report

    「The processed foods business benefited from increased opportunities to consume food at home due to requests to refrain from going out and other measures to prevent the spread of COVID-19, as well as stronger demand for food stocks.」

    Against a backdrop of more opportunities to eat at home and demand for stockpiling, sales of cooked rice, health-oriented products and freeze-dried products increased, resulting in 5.9% revenue growth for the processed foods business for the full year.
  15. FY2021-Q3Additional first-nine-month results driven by increased household demandAnnual report

    「The processed foods business benefited from increased opportunities to consume food at home due to requests to refrain from going out and other measures to prevent the spread of COVID-19, as well as stronger demand for food stocks. Sales were strong for the “Attaka Gohan” and other white rice series, the “Fukkura Osekihan” and other seasoned rice series, the “Genmai Gohan” and other health-oriented series, and the “Sozai no Chikara” series of five-serving pouch soups among its freeze-dried products. As a result, net sales were ¥19,344 million, up 9.3% year on year.」

    Against a backdrop of increased opportunities to consume food at home and demand for food stocks, sales of rice-based, health-oriented and freeze-dried products were strong, resulting in 9.3% year-on-year revenue growth in the processed foods business.
  16. FY2021-Q2Additional first-half results driven by increased household demandAnnual report

    「The processed foods business benefited from increased opportunities to consume food at home due to requests to refrain from going out and other measures to prevent the spread of COVID-19, as well as stronger demand for food stocks. Sales were strong for the “Attaka Gohan” and other white rice series, the “Fukkura Osekihan” and other seasoned rice series, the “Genmai Gohan” and other health-oriented series, and the “Sozai no Chikara” series of five-serving pouch soups among its freeze-dried products. As a result, net sales were ¥12,276 million, up 12.0% year on year.」

    Against a backdrop of increased opportunities to consume food at home and demand for food stocks, sales of rice-based, health-oriented and freeze-dried products were strong, resulting in 12.0% year-on-year revenue growth in the processed foods business.
  17. FY2021-Q1Additional first-quarter revenue growth results driven by increased at-home consumptionAnnual report

    「The processed foods business benefited from increased opportunities to consume food at home due to requests to refrain from going out and other measures to prevent the spread of COVID-19. Sales were strong for the “Attaka Gohan” and other white rice series, the “Fukkura Osekihan” and other seasoned rice series, the “Genmai Gohan” and other health-oriented series, and the “Sozai no Chikara” series of five-serving pouch soups among its freeze-dried products. As a result, net sales were ¥5,977 million, up 14.1% year on year, while the segment loss was ¥182 million, compared with a segment loss of ¥318 million in the year-earlier period, despite increases in personnel expenses, depreciation and other costs.」

    As opportunities to consume food at home increased, sales of rice-based, health-oriented and freeze-dried products were strong, resulting in 14.1% revenue growth in the processed foods business. The segment loss was ¥182 million.
  18. FY2020-Q3First-nine-month revenue growth and wider lossAnnual report

    「The processed foods business worked to improve production capacity to capture the expanding markets for rice-based and freeze-dried products. In rice-based products, the company conducted promotional campaigns for core products including the “Attaka Gohan” series of aseptic rice products and the “Fukkura Sekihan” and other seasoned rice series. In freeze-dried products, it also promoted core products including the “Sozai no Chikara” series of five-serving pouch soups and worked to introduce new products. As a result, net sales were ¥17,693 million, up 2.8% year on year, while the segment loss widened to ¥983 million, compared with a segment loss of ¥590 million in the year-earlier period, due mainly to higher depreciation and other expenses associated with the start-up of the new plant.」

    To capture the expanding market, the company improved production capacity, promoted core products and introduced new products, resulting in a 2.8% year-on-year increase in net sales. Meanwhile, higher depreciation and other expenses for the new plant widened the segment loss to ¥983 million.
  19. FY2020-Q2First-half revenue growth and wider lossAnnual report

    「The processed foods business worked to improve production capacity to capture the expanding markets for rice-based and freeze-dried products. In addition to promotional campaigns for core products, including the “Attaka Gohan” series of aseptic rice products and the “Sozai no Chikara” series of five-serving pouch soups among its freeze-dried products, the company worked to introduce new products. As a result, net sales were ¥10,960 million, up 1.2% year on year, while the segment loss widened to ¥766 million, compared with a segment loss of ¥472 million in the year-earlier period, due mainly to higher depreciation and other expenses associated with the start-up of the new plant.」

    To capture the expanding market, the company improved production capacity, promoted core products and introduced new products. However, net sales increased only 1.2%, while the segment loss widened from ¥472 million in the year-earlier period to ¥766 million.
  20. FY2020-Q1First-quarter revenue decline and wider loss amid market expansionAnnual report

    「The processed foods business worked to improve production capacity to capture the expanding markets for rice-based and freeze-dried products. The company conducted promotional campaigns, including the launch of new products and campaigns supporting people starting new lives, centered on the “Attaka Gohan” series of aseptic rice products, which began production on a new line in summer 2018, and the “Sozai no Chikara” series of five-serving pouch soups among its freeze-dried products. However, revenue declined. As a result, net sales were ¥5,241 million, down 0.5% year on year, and the segment recorded a loss of ¥318 million, compared with a segment loss of ¥121 million in the year-earlier period, due mainly to higher depreciation and other expenses associated with the start-up of the new plant.」

    To capture the expanding rice-based and freeze-dried food markets, the company worked to improve production capacity, launch new products and conduct promotional campaigns. However, the processed foods business recorded a 0.5% year-on-year decline in revenue, while the segment loss widened from ¥121 million in the year-earlier period to ¥318 million.
  21. FY2019AdvancedAnnual report

    「The processed foods business achieved higher production capacity after the new plant began operations as the markets for rice-based and freeze-dried products expanded on the back of more consumption opportunities resulting from lifestyle changes. Against this backdrop, the business recorded higher revenue by actively conducting promotional activities, including launching new products, renewing existing products and running consumer campaigns. As a result, net sales were ¥22,667 million, up 6.3% year on year.」

    Market expansion, higher production capacity following the start-up of the new plant, and promotions for new and existing products led to 6.3% year-on-year growth in full-year net sales. Meanwhile, higher depreciation and other expenses for the new plant resulted in a segment loss of ¥977 million.
  22. FY2019-Q3AdvancedAnnual report

    「The processed foods business achieved higher production capacity after the new plant began operations as the markets for rice-based and freeze-dried products expanded on the back of more consumption opportunities resulting from lifestyle changes. Against this backdrop, the business recorded higher revenue by actively conducting promotional activities, including launching new products and consumer campaigns. As a result, net sales were ¥17,212 million, up 6.5% year on year. The segment recorded a loss of ¥590 million, compared with segment profit of ¥327 million in the year-earlier period, due mainly to higher depreciation and other expenses associated with the start-up of the new plant.」

    Amid continued market expansion driven by lifestyle changes, the company improved production capacity following the start-up of the new plant and launched new products and consumer campaigns. Net sales increased 6.5% year on year, while higher depreciation and other expenses for the new plant resulted in a segment loss of ¥590 million.
  23. FY2019-Q2AdvancedAnnual report

    「The processed foods business recorded higher revenue as the markets for rice-based and freeze-dried products expanded on the back of more consumption opportunities resulting from lifestyle changes. Following the improvement in production capacity after the new plant began operations, the company conducted active promotional activities. As a result, net sales were ¥10,826 million, up 4.2% year on year.」

    In addition to continued market expansion driven by lifestyle changes, the company improved production capacity following the start-up of a new plant and conducted active promotional activities. The processed foods business recorded 4.2% year-on-year revenue growth.
  24. FY2019-Q1First statedAnnual report

    「The processed foods business recorded higher revenue as the markets for rice-based and freeze-dried products continued to expand, driven by more opportunities to consume these products as lifestyles changed.」

    This describes the business environment in which increased opportunities to consume rice-based and freeze-dried products due to lifestyle changes are driving market expansion and higher revenue in the processed foods business.
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