Komori
Delsole (2876) · InitiativeDropped

Franchising the Shanghai Express Brand

First written in FY2017-Q1. 3 of 7 entries say "Dropped", first in 2026-05-15. Latest entry: FY2026.

7entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY20192016: 120162017: 120172018: 120182019: 120192020: 020202021: 020212022: 020222023: 020232024: 020242025: 020252026: 32026
Same theme, other companies
Monetizing the Franchisor Business and Making It a Second Revenue PillarA theme 7 companies write about · 0 as a headwind · 8 as a tailwind

The whole theme swung hardest in 2026: 1 of 6 companies on the "Worse" side.

0 other companies' latest entry also says "Dropped".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026DroppedAnnual report

    「As part of efforts to restructure the earnings model, we closed all 5 stores of the delivery-format Shanghai Express brand.」

    The company has stated that it closed all 5 “上海エクスプレス” stores, ending its previous expansion strategy for the brand through franchising.
  2. FY2019AdvancedAnnual report

    「As an initiative implemented during the current fiscal year, the company transferred 1 store under the Chinese delivery brand “上海エクスプレス” to a franchise arrangement.」

    The company specifically stated that it transferred 1 “上海エクスプレス” store to a franchise arrangement.
  3. FY2018RestatedAnnual report

    「In the delivery division, the company decided to concentrate personnel and other management resources on highly profitable stores by transferring 1 store to a franchise owner.」

    The company has stated that it transferred 1 store in the delivery division to a franchise owner. The filing does not specify the brand.
  4. FY2017AdvancedAnnual report

    「In the delivery business, the company transferred 2 stores under the Chinese delivery brand “上海エクスプレス” and 1 store under the corporate boxed-meal delivery brand “菱膳,” for a total of 3 stores, to franchise owners.」

    In addition to 2 “上海エクスプレス” stores, the company transferred 1 “菱膳” store to a franchise owner, expanding the scope of its franchise model.
  5. FY2017-Q1First statedAnnual report

    「As part of further growth, the company has franchised 2 stores under the “上海エクスプレス” brand.」

    The company has for the first time stated that it franchised 2 stores as a means of growing the brand.
Moved together

"Sustainable Growth and Strengthening Earnings Power and the Management Foundation" moved the same way as this thread, in the same document, in 2 of its 7 moves.

222★123
  1. ★This thread
  2. 1Sustainable Growth and Strengthening Earnings Power and the Management Foundation2×
  3. 2Rebuilding Foodservice Brand Value and Strategic Store Expansion2×
  4. 3Improving, Renovating and Rationalizing Foodservice Stores2×

★ 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
Delsole's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-27: "Dropped".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.