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Dairei (2883) · InitiativeAdvancedLatest Revisions to earnings forecasts (2026-10-23): "Worsened"

Scaling Back Low-Profitability Products and Expanding Prepared Frozen Foods

First written in FY2016. 8 of 15 entries say "Restated". Latest entry: 2026-10-23.

15entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021RestatedFY2023-Q2 – FY2024-Q32016: 120162017: 120172018: 120182019: 020192020: 120202021: 120212022: 220222023: 220232024: 120242025: 120252026: 42026
Same theme, other companies
Profitability-Focused Sales and Product Mix ShiftA theme 44 companies write about · 0 as a headwind · 46 as a tailwind

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

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 44 companies compared. The sentences above are computed from all 44.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「We actively pursued sales activities, including developing and selling inexpensive products to meet customers' preference for lower prices and products for the relatively strong food-service market.」

    To address customers' preference for lower prices, the company has developed and sold inexpensive products, translating its existing pricing policy into specific product initiatives.
  2. 2026-05-08AdvancedEarnings

    「We will rebuild the boneless fish business by expanding sales of the new “MOTTO” series, which offers affordability and improved taste, and of prepared processed foods for which demand is expected to increase.」

    The previous response of developing and selling inexpensive products has been made more specific as a plan to rebuild the boneless fish business through expanded sales of a new product series and prepared processed foods.
  3. FY2025AdvancedAnnual report

    「We actively pursued sales activities, including developing and selling inexpensive products to meet customers' preference for lower prices.」

    Against the previously stated policy of establishing an operating structure capable of responding to market prices, the company is actually proceeding with the development and sale of inexpensive products.
  4. FY2024-Q3RestatedAnnual report

    「Sales-price revisions in response to higher raw-material costs resulted in revenue of ¥8,225.560 million, up 5.0% year on year.」

    The company continues to implement sales-price revisions in response to higher raw-material costs.
  5. FY2024-Q1RestatedAnnual report

    「The company pursued sales-price revisions in response to higher raw-material costs.」

    The company continues to pursue sales-price revisions in response to higher raw-material costs.
  6. FY2023-Q3RestatedAnnual report

    「The company pursued sales-price revisions in response to repeated increases in raw-material costs」

    The company continues to pursue sales-price revisions in response to repeated increases in raw-material costs.
  7. FY2023-Q2RestatedAnnual report

    「While pursuing sales-price revisions in response to higher raw-material costs and rising logistics costs」

    The company continues to pursue sales-price revisions in response to higher raw-material and logistics costs. This is consistent with its existing pricing policy and does not indicate a newly completed initiative.
  8. FY2023-Q1AdvancedAnnual report

    「The company pursued sales-price revisions in response to higher raw-material costs.」

    Against the previously stated policy of establishing an operating structure capable of responding to market prices, the company is specifically pursuing sales-price revisions in response to higher raw-material costs.
  9. FY2021RestatedAnnual report

    「We will also seek to expand sales by establishing an operating structure capable of responding to market prices.」

    In addition to developing prepared frozen foods and addressing costs through overseas production, the company has indicated a policy of expanding sales by establishing an operating structure capable of responding to market prices.
  10. FY2020RestatedAnnual report

    「While reducing procurement costs through expansion of overseas production facilities, we will work to maintain and expand the competitive advantages of our products by strengthening sales of new products and direct sales to end users.」

    The company continues to address competition by reducing costs through expansion of overseas production facilities and strengthening sales of new products.
  11. FY2018RestatedAnnual report

    「Reduce procurement costs through initiatives involving inexpensive boneless fish and expansion of overseas production facilities」

    The company continues to address competition by offering products in lower price ranges and reducing costs through expansion of overseas production facilities.
  12. FY2017RestatedAnnual report

    「The company has been deliberately reducing sales of products requiring little processing, such as frozen vegetables and seafood. Meanwhile, for prepared frozen foods such as prepared side dishes, it is working with contract manufacturers to develop products that meet the needs of business partners and end users.」

    The company continues to curb low-processed products and develop prepared frozen foods.
  13. FY2016First statedAnnual report

    「Products requiring little processing, such as frozen vegetables and seafood, are susceptible to fluctuations in market prices resulting from supply and demand, exchange-rate movements and changes in natural conditions. Because they carry substantial risk but offer limited margins, the company has been deliberately reducing their sales. Meanwhile, for prepared frozen foods such as prepared side dishes, the company is working with contract manufacturers to develop products that meet the needs of business partners and end users.」

    The company is indicating a shift away from products highly exposed to market-price fluctuations and offering narrow margins, while expanding prepared frozen foods and price-competitive products.
Moved together

"Policy to grow the meat business into a second core business" moved the same way as this thread, in the same document, in 4 of its 15 moves.

433222★123456
  1. ★This thread
  2. 1Policy to grow the meat business into a second core business4×
  3. 2Proprietary processing technology centered on boneless fish3×
  4. 3New Product Launches for Boneless Fish and Meat Products3×
  5. 4Management Numerical Targets for FY20192×
  6. 5Human Capital Management and Promoting the Success of Diverse Talent2×
  7. 6Strengthening Governance and Internal Controls to Enhance Corporate Value2×

★ 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
Dairei's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-10-23: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.