Rebuilding Foodservice Brand Value and Strategic Store Expansion

「During the fiscal year, we opened 4 takeaway-format stores in April 2026: Omedetaiyaki Honpo Youme Town Yume Saito, Omedetaiyaki Honpo MARK IS Minatomirai, Omedetaiyaki Honpo Keyaki Walk Maebashi and Omedetaiyaki Honpo Aeon Town Abiko Ekimae. At the same time, we closed 1 Omedetaiyaki Honpo store in May and 1 restaurant-format Ichibandori store in June.」

「During the fiscal year, we opened 「おめで鯛焼き本舗ららぽーと門真店」 under the takeout format in July 2025, 「おめで鯛焼き本舗アリオ倉敷店」 in September, and 「おめで鯛焼き本舗天満屋ハピーズ西大寺店」 in March 2026, while closing 5 「おめで鯛焼き本舗」 stores. In addition, to rebuild our earnings structure, we closed all 5 stores under the delivery format 「上海エクスプレス」.」

「During the interim period, we opened 「おめで鯛焼き本舗ららぽーと門真店」 under the takeout format in July and 「おめで鯛焼き本舗アリオ倉敷店」 in September.」

「We opened 「おめで鯛焼き本舗安達太良サービスエリア上り線店」 in July, 「おめで鯛焼き本舗ららぽーと立川立飛店」 in November, 「おめで鯛焼き本舗イオンタウン楽々園店」 in December, 「おめで鯛焼き本舗ららぽーと和泉店」 in January, and 「おめで鯛焼き本舗マルート富山店」 and 「おめで鯛焼き本舗さんすて岡山店」 in March.」

「During the interim period, we opened 「おめで鯛焼き本舗　安達太良サービスエリア上り線店」 in July.」

「Under these circumstances, we sought to secure stable earnings by expanding the franchise operations of the takeout brands 「京鳥」, offering premium skewered grilled items and chicken prepared dishes, and 「おめで鯛焼き本舗」, offering the hit product “お好み鯛焼き”, in addition to company-operated stores. Specifically, in April we opened 「おめで鯛焼き本舗アリオ上尾店」 in Ageo, Saitama Prefecture, and 「おめで鯛焼き本舗天王寺MIO店」 in Osaka, Osaka Prefecture, as company-operated stores. We also opened 「おめで鯛焼き本舗イオンモール豊川店」 in Toyokawa, Aichi Prefecture, in April, 「おめで鯛焼き本舗東武動物公園店」 in Minami-Saitama District, Saitama Prefecture, in September, and 「おめで鯛焼き本舗アミュプラザ長崎店」 in Nagasaki, Nagasaki Prefecture, in March this year, the first store in the prefecture, as franchise stores. In addition, among company-operated stores, we reopened 「京鳥グランデュオ蒲田店」 in Ota-ku, Tokyo, in April and 「京鳥松屋銀座店」 in Chuo-ku, Tokyo, in March this year following renovations.」

「We also positioned 「おめで鯛焼き本舗」 as a growth driver for the Company and are working to shift from a defensive to an offensive approach, centered on event-based store openings at department stores and commercial facilities and sales of 「キャラクター人形焼き」, which benefit from strong souvenir demand.」

「We continued to position the takeout brands 「京鳥」, offering yakitori and chicken prepared dishes, and 「おめで鯛焼き本舗」 as growth drivers for the business, and following the opening of 4 stores in the first quarter, opened 「おめで鯛焼き本舗東武動物公園店」 in September.」

「We positioned 「京鳥」, offering yakitori and chicken prepared dishes, and 「おめで鯛焼き本舗」 as growth drivers for the Company, opening 「京鳥グランデュオ蒲田店」, 「おめで鯛焼き本舗イオンモール豊川店」, 「おめで鯛焼き本舗アリオ上尾店」 and 「おめで鯛焼き本舗天王寺MIO店」 in April. Meanwhile, we actively proceeded with the closure of unprofitable stores to achieve an early recovery in performance, closing a total of 6 stores in the izakaya and restaurant formats: 3 「燦鶏」 stores, 1 「をどり」 store, 1 「牛傳」 store and 1 「ポポラマーマ」 store.」

「We positioned the increasingly in-demand takeout brands 「京鳥」, offering yakitori and chicken prepared dishes, and 「おめで鯛焼き本舗」 as growth drivers for the business. During the fiscal year, we opened 「京鳥銀座松屋店」 in June, 「京鳥小田急新宿店」 as a relocated store in October, 「おめで鯛焼き本舗千葉C・one店」 in November, 「おめで鯛焼き本舗ekie広島店」 in February and 「京鳥さんすて岡山店」 in March, the first 「京鳥」 store in Okayama Prefecture. Meanwhile, we actively proceeded with the closure of unprofitable stores to achieve an early recovery in performance, closing a total of 4 stores in the izakaya and restaurant formats: 3 「一番どり」 stores and 1 「ポポラマーマ」 store. In the delivery format, we closed 6 「上海エクスプレス」 stores.」

「Against this backdrop, we positioned the increasingly in-demand takeout brands 「京鳥」, offering yakitori and chicken prepared dishes, and 「おめで鯛焼き本舗」 as growth drivers for the Company, opening 「京鳥小田急新宿店」 as a relocated store in October and 「おめで鯛焼き本舗千葉C・one店」 in November. Meanwhile, during the cumulative third-quarter period, we proceeded with the closure of unprofitable stores, closing a total of 4 stores in the izakaya and restaurant formats: 3 「一番どり」 stores and 1 「ポポラマーマ」 store. In the delivery format, we closed 5 「上海エクスプレス」 stores.」

「Against this backdrop, we positioned the increasingly in-demand takeout brands 「京鳥」, offering yakitori and chicken prepared dishes, and 「おめで鯛焼き本舗」 as growth drivers for the Company.」

「We positioned the increasingly in-demand takeout brands 「京鳥」, offering yakitori and chicken prepared dishes, and 「おめで鯛焼き本舗」 as growth drivers, and opened 1 「京鳥」 store in Chuo-ku, Tokyo, in June.」

「During the fiscal year, we actively opened stores, including new formats designed for the post-COVID environment, and closed unprofitable stores to achieve an early recovery in performance. As a new format, we opened our first manufacturer antenna shop, 「デルソーレＳＨＯＰ」, and opened 1 「ポポラマーマ」 restaurant-format store. In the takeout brands, we opened 2 stores under the taiyaki brand 「おめで鯛焼き本舗」 while closing 2 stores, and closed 1 store under the yakitori and prepared-food brand 「京鳥」. In the delivery brands, we closed a total of 5 stores: 1 「上海エクスプレス」 store and 4 「菱膳」 stores.」

「Against this backdrop, in September we opened 「デルソーレＳＨＯＰ/グリルハーベスター大崎店」, our first antenna shop, combined with a permanent showroom for the Delsole brand. In July, we also opened 「ポポラマーマ＆モトマチコーヒー扶桑店」 as a franchise store, the first store in the Chubu region under our collaboration format with the Mitsuuroko Group.」

「Under the taiyaki takeout brand 「おめで鯛焼き本舗」, we opened 1 store in Maebashi, Gunma Prefecture, in April and 1 store in Kawaguchi, Saitama Prefecture, in June, for a total of 2 stores.」

「During the fiscal year, we actively closed unprofitable stores to achieve an early recovery in performance. In the izakaya and restaurant formats, we closed a total of 10 stores: 6 「一番どり」 stores, 2 「郷どり燦鶏」 stores, 1 「をどり」 store and 1 「ポポラマーマ」 store. In the takeout brands, we opened 2 stores under the taiyaki brand 「おめで鯛焼き本舗」 while closing a total of 6 stores under 「おめで鯛焼き本舗」 and 「黄金鯛焼き」. In the delivery brands, we closed a total of 2 stores: 1 「上海エクスプレス」 store and 1 「菱膳」 store.」

「During the cumulative third-quarter period, we actively closed unprofitable stores to achieve an early recovery in performance. In the izakaya and restaurant formats, we closed a total of 9 stores: 6 「一番どり」 stores, 1 「郷どり燦鶏」 store, 1 「をどり」 store and 1 「ポポラマーマ」 store. In the takeout brands, we opened 2 stores under the taiyaki brand 「おめで鯛焼き本舗」 while closing a total of 4 stores under 「おめで鯛焼き本舗」 and 「黄金鯛焼き」. In the delivery brands, we closed a total of 2 stores: 1 「上海エクスプレス」 store and 1 「菱膳」 store.」

「During the cumulative second-quarter period, we actively closed unprofitable stores to achieve an early recovery in performance. In the izakaya and restaurant formats, we closed a total of 9 stores: 6 「一番どり」 stores, 1 「郷どり燦鶏」 store, 1 「をどり」 store and 1 「ポポラマーマ」 store. In the takeout brands, we opened 1 store under the taiyaki brand 「おめで鯛焼き本舗」 while closing a total of 4 stores under 「おめで鯛焼き本舗」 and 「黄金鯛焼き」. In the delivery brands, we closed a total of 2 stores: 1 「上海エクスプレス」 store and 1 「菱膳」 store.」

「During the cumulative first-quarter period, we closed 1 izakaya-format 「一番どり」 store and opened 1 store and closed 3 stores under the taiyaki brand 「おめで鯛焼き本舗」.」

「For 「おめで鯛焼き本舗」 in the prepared-food and Japanese confectionery division, we introduced seasonal limited-edition products effectively and worked to expand our product lineup with more appealing offerings, while strategically focusing on new franchise openings to raise brand awareness. During the fiscal year, we opened a total of 4 「おめで鯛焼き本舗」 stores in Kumamoto, Aichi, Miyagi and Oita prefectures.」

「During the third quarter, we opened a company-operated 「京鳥」 store at Hiroshima Station and 2 「おめで鯛焼き本舗」 franchise stores in Miyagi and Oita prefectures, focusing on strengthening our business foundation with a view to stable growth.」

「During the second quarter, we opened a company-operated 「をどり」 food-court format store and 2 「おめで鯛焼き本舗」 franchise stores in Kumamoto and Aichi prefectures, while closing 1 company-operated 「京鳥」 store, focusing on strengthening our business foundation with a view to stable growth.」

「As a strategic initiative, we focused on expanding the franchise business, opening a total of 5 「おめで鯛焼き本舗」 stores, comprising 4 new stores, including our first entry into Kyushu, and 1 store converted to a different format.」

「In the food retail division, to strategically expand our franchise business, we opened 「おめで鯛焼き本舗」 stores in Aichi and Ibaraki prefectures in October and in Oita Prefecture, our first store in Kyushu, in November.」

「We also launched the revitalization of the 「おめで鯛焼き本舗」 franchise system in earnest. As part of our efforts to recruit new franchise owners for nationwide expansion, we exhibited at the Nikkei Franchise Show for the first time, where we were able to communicate the appeal of our brands to many visitors. In addition, for new store openings, we opened 「京鳥 パルコ津田沼店」 in Funabashi, Chiba Prefecture, in October and 「おめで鯛焼き本舗 マルイ錦糸町店」 in Sumida-ku, Tokyo, in November as company-operated stores, and opened 4 「おめで鯛焼き本舗」 franchise stores.」

「In the food retail division, we opened 「京鳥パルコ津田沼店」 in October, centered on yakitori, prepared dishes and boxed meals, to expand our share of the prepared-food market, and 「おめで鯛焼き本舗マルイ錦糸町店」 in November as a new small-investment model store.」

「We also opened the fourth 「炙り炭焼き　をどり」 store, a core format in our growth strategy, at Otemachi Financial Cube, as well as 3 「おめで鯛焼き本舗」 stores under the small-investment format.」

「In the restaurant business, we opened stores under the taiyaki-plus-one format to develop new markets in response to major changes in society. Following the takoyaki-and-taiyaki collaboration store 「おめで鯛焼き本舗金沢文庫店」, which opened in September, we opened 「おめで鯛焼き本舗マルイファミリー志木店」 in December as the first store under a new concept offering authentic Japanese confectionery and taiyaki.」

「In the restaurant business, we converted the format of 「天狗茶屋清瀬店」 in August and opened 「お好み処一番清瀬店」 as a new-concept store offering yakitori, taiyaki and rice bowls as an integrated offering. In September, we converted 「おめで鯛焼き本舗アピタ金沢文庫店」 from a conventional taiyaki specialty store into a full-scale collaboration store with takoyaki, opening it as the first store of its kind.」

「For new store openings, the company opened the fourth location of “焼鳥 炙り炭焼き をどり,” the Otemachi store, in May, and closed 2 unprofitable locations.」

「Within the Food-Service Division, making strategic store openings by rebuilding brand value」