Komori
Dairei (2883) · TargetAdvanced

Policy to grow the meat business into a second core business

First written in FY2016. 23 of 41 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-10-30.

41entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019 – FY2021-Q1AdvancedFY2022-Q1 – FY2024-Q12016: 320162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Strengthening Core Businesses Centered on Processed Foods and MeatA theme 9 companies write about · 1 as a headwind · 9 as a tailwind

Dairei moved to the "Worse" side of this theme in 2019, 5 years before the typical company in this theme (2024).

The whole theme swung hardest in 2025: 4 of 7 companies on the "Worse" side.

2 other companies' latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「Going forward, we will strengthen sales by expanding sales of Rakuraku Takumi products made from competitively priced, low-cost chicken produced in Thailand.」

    Meat-business revenue was ¥2,441.174 million, up 0.5% year on year. The company has presented a specific measure of expanding sales of competitively priced chicken products produced in Thailand.
  2. FY2026-H1WorsenedAnnual report

    「In the meat business, revenue fell 2.0% year on year to ¥1,234.134 million due in part to the delayed recovery in sales of American dogs and related products.」

    The meat business shifted from revenue growth in the previous period to a 2.0% year-on-year decline, partly due to the delayed recovery in sales of American dogs and related products.
  3. FY2025RestatedAnnual report

    「In the meat business, in addition to the Takumi series, we handle products such as Soft Chicken Tsukune, Steam-Skinned Chicken Thigh Chunks and Bento Mini Dogs. Going forward, we will strengthen sales, including by introducing these products to major customers when our Thailand plant begins operations in the second half of the fiscal year.」

    The company continues its policy of expanding the meat business and has identified the introduction of products to major customers, premised on the Thailand plant beginning operations in the second half of the fiscal year, as a specific sales-strengthening measure.
  4. FY2025-H1AdvancedAnnual report

    「In the meat business, efforts to strengthen sales of the Rakuraku Takumi series and other products resulted in revenue of ¥1,259.032 million, up 1.9% year on year.」

    The meat business grew 1.9% year on year on stronger sales of the Rakuraku Takumi series and other products.
  5. FY2024AdvancedAnnual report

    「In the meat business, stronger sales of the Rakuraku Takumi series resulted in revenue of ¥2,421.787 million, up 0.3% year on year.」

    Full-year meat-business revenue rose 0.3% year on year on stronger sales of the Rakuraku Takumi series. This demonstrates measurable full-year progress under the policy of growing the business into a second core business.
  6. FY2024-Q3AdvancedAnnual report

    「In the meat business, efforts to strengthen sales of the Rakuraku Takumi series and other products resulted in revenue of ¥1,902.499 million, up 0.9% year on year.」

    The meat business grew 0.9% year on year on stronger sales of the Rakuraku Takumi series and other products. Revenue continues to increase.
  7. FY2024-Q2Revenue continues to grow, but growth is slowingAnnual report

    「In the meat business, efforts to strengthen sales of the Rakuraku Takumi series and other products resulted in revenue of ¥1,235.629 million, up 0.6% year on year.」

    The meat business increased revenue as it continued strengthening sales of the Rakuraku Takumi series. However, the growth rate slowed to 0.6% from 1.2% year on year in the previous period.
  8. FY2024-Q1AdvancedAnnual report

    「In the meat business, efforts to strengthen sales of the Rakuraku Takumi series and other products resulted in revenue of ¥610.003 million, up 1.2% year on year.」

    Meat-business revenue rose 1.2% year on year on stronger sales of the Rakuraku Takumi series and other products.
  9. FY2023AdvancedAnnual report

    「In the meat business, stronger sales of the Rakuraku Takumi series resulted in revenue of ¥2,414.650 million, up 12.4% year on year.」

    Meat-business revenue rose 12.4% year on year on stronger sales of the Rakuraku Takumi series. This demonstrates measurable progress under the policy of growing the meat business into a second core business.
  10. FY2023-Q3AdvancedAnnual report

    「In the meat business, efforts to strengthen sales of the Rakuraku Takumi series and other products resulted in revenue of ¥1,886.150 million, up 13.4% year on year.」

    Cumulative third-quarter revenue from the meat business rose 13.4% year on year on stronger sales of the Rakuraku Takumi series and other products.
  11. FY2023-Q2AdvancedAnnual report

    「In the meat business, efforts to strengthen sales of the Rakuraku Takumi series and other products resulted in revenue of ¥1,227.761 million, up 17.2% year on year.」

    Meat-business revenue rose 17.2% year on year on stronger sales of the Rakuraku Takumi series and other products. This demonstrates measurable progress under the policy of growing the business into a second core business.
  12. FY2023-Q1AdvancedAnnual report

    「In the meat business, efforts to strengthen sales of the Rakuraku Takumi series and other products resulted in revenue of ¥602.930 million, up 14.6% year on year.」

    Meat-business revenue rose 14.6% year on year on stronger sales of the Rakuraku Takumi series. This demonstrates measurable progress under the policy of growing the business into a second core business.
  13. FY2022AdvancedAnnual report

    「In the meat business, expanded sales of the Rakuraku Takumi series resulted in revenue of ¥2,147.608 million, up 5.5% year on year.」

    Meat-business revenue rose 5.5% year on year, demonstrating measurable progress under the policy of growing the business into a second core business.
  14. FY2022-Q3AdvancedAnnual report

    「In the meat business, efforts to expand sales of the Rakuraku Takumi series and other products resulted in revenue of ¥1,663.949 million, up 6.1% year on year.」

    Cumulative third-quarter revenue from the meat business rose 6.1% year on year on expanded sales of the Rakuraku Takumi series and other products. This demonstrates measurable progress under the policy of growing the meat business into a second core business.
  15. FY2022-Q2AdvancedAnnual report

    「In the meat business, efforts to expand sales of the Rakuraku Takumi series and other products resulted in revenue of ¥1,047.942 million, up 6.2% year on year.」

    Cumulative second-quarter revenue from the meat business rose 6.2% year on year on expanded sales of the Rakuraku Takumi series and other products. This demonstrates measurable progress under the policy of growing the business into a second core business.
  16. FY2022-Q1AdvancedAnnual report

    「In the meat business, efforts to expand sales of the Rakuraku Takumi series and the recovery of sales of products for school meals resulted in revenue of ¥526.107 million, up 12.7% year on year.」

    Meat-business revenue rose 12.7% year on year on expanded sales of the Rakuraku Takumi series and the recovery of sales of products for school meals. This demonstrates measurable progress under the policy of growing the business into a second core business.
  17. FY2021WorsenedAnnual report

    「In the meat business, the company continued working to expand sales of the Rakuraku Takumi series, but revenue fell 22.8% year on year to ¥2,035.176 million, substantially affected by the decline in demand caused by the declaration of a state of emergency and other factors.」

    While the company continues to expand sales of the Rakuraku Takumi series, the meat business declined 22.8% year on year, with the decline widening from 1.7% in the previous fiscal year. Operating performance is deteriorating further under the policy of growing the business into a second core business.
  18. FY2021-Q3Revenue continued to decline, but the decline narrowedAnnual report

    「In the meat business, the company continued working to expand sales of the Rakuraku Takumi series, but revenue fell 25.1% year on year to ¥1,568.928 million, substantially affected by the decline in demand caused by the spread of COVID-19.」

    Despite continued efforts to expand sales of the Rakuraku Takumi series, the meat business was significantly affected by weaker demand and declined 25.1% year on year. Revenue continues to fall, but the decline narrowed from 29.2% in the previous quarter's cumulative period.
  19. FY2021-Q2Revenue continues to decline despite signs of recovery, due to weaker demandAnnual report

    「In the meat business, the company continued working to expand sales of the Rakuraku Takumi series, but revenue fell 29.2% year on year to ¥986.407 million, substantially affected by the decline in demand caused by the spread of COVID-19.」

    Despite continued efforts to expand sales of the Rakuraku Takumi series, meat-business revenue fell 29.2% year on year. The decline narrowed slightly from 29.6% in the first quarter, but the company states that the impact of weaker demand remains significant.
  20. FY2021-Q1WorsenedAnnual report

    「As a company handling only frozen foods for commercial use, we worked to strengthen sales to the medical-food and care-food markets to offset the downturn in the food-service industry and school meal business. As a result, in the boneless-fish business, efforts to expand sales of our proprietary products were offset by the decline in demand caused by the spread of COVID-19, resulting in revenue of ¥2,318.775 million, down 15.0% year on year. In the meat business, efforts to expand sales of the Rakuraku Takumi series were also significantly affected by the decline in demand caused by the spread of COVID-19, resulting in revenue of ¥466.839 million, down 29.6% year on year.」

    While the company worked to strengthen sales to the medical-food and care-food markets, meat-business revenue fell 29.6% year on year, indicating worsening operating performance under the policy of growing the business into a second core business.
  21. FY2020WorsenedAnnual report

    「In the meat business, sales of the Rakuraku Takumi series remained strong, but slower sales of meat products outside the Takumi series resulted in revenue of ¥2,636.797 million, down 1.7% year on year.」

    While the Rakuraku Takumi series performed well, slower sales of other meat products caused meat-business revenue to decline 1.7% year on year. This indicates further deterioration in operating performance under the policy of growing the business into a second core business.
  22. FY2020-Q3WorsenedAnnual report

    「In the meat business, efforts to expand sales of the Rakuraku Takumi series were offset by slower sales of meat products outside the Takumi series, resulting in revenue of ¥2,094.580 million, down 0.8% year on year.」

    Meat-business revenue declined 0.4% year on year in the cumulative second quarter and 0.8% in the cumulative third quarter. Sales of products outside the Takumi series continue to slow.
  23. FY2020-Q2WorsenedAnnual report

    「In the meat business, efforts to expand sales of the Rakuraku Takumi series resulted in revenue of ¥1,393.301 million, down 0.4% year on year.」

    Despite continued efforts to expand sales of the Rakuraku Takumi series, meat-business revenue fell 0.4% year on year, and operating performance continues to deteriorate under the policy of growing the business into a second core business.
  24. FY2020-Q1WorsenedAnnual report

    「In the meat business, we worked to expand sales of the Easy Takumi Flavor Series, but sales declined to ¥663.258 million, down 2.9% year on year, due to slower sales of meat products other than the Takumi Flavor Series.」

    Despite efforts to expand sales of the Rakuraku Takumi series, revenue from the meat business fell 2.9% year on year due to slower sales of meat products outside the Takumi series.
  25. FY2019WorsenedAnnual report

    「Although sales of the Easy Takumi Flavor Series remained strong, slower sales of meat products other than the Takumi Flavor Series resulted in sales of ¥2,682.269 million, down 5.0% year on year.」

    Although the Easy Takumi Flavor Series performed well, slower sales of other meat products resulted in a 5.0% year-on-year decline in meat-business sales, indicating deterioration in performance relative to the policy of growing it into the second pillar.
  26. FY2019-Q3RestatedAnnual report

    「In the meat business, sales of the Easy Takumi Flavor Series remained strong, but sales declined to ¥2,112.096 million, down 4.3% year on year, due to slower sales of meat products other than the Takumi Flavor Series.」

    Although the Easy Takumi Flavor Series performed well, slower sales of other meat products resulted in a 4.3% year-on-year decline in meat-business sales.
  27. FY2019-Q2WorsenedAnnual report

    「In the meat business, we worked to expand sales of the Easy Takumi Flavor Series, but sales declined to ¥1,399.163 million, down 4.6% year on year, due to slower sales of meat products other than the Takumi Flavor Series.」

    Although the company worked to expand sales of the Easy Takumi Flavor Series, slower sales of products other than the series resulted in a 4.6% year-on-year decline in meat-business sales.
  28. FY2019-Q1WorsenedAnnual report

    「In the meat business, we worked to expand sales of the Easy Takumi Flavor Series, but sales declined to ¥683.022 million, down 1.9% year on year, due to slower sales of meat products other than the Takumi Flavor Series.」

    First-quarter sales in the meat business fell 1.9% year on year due to slower sales of products other than the Takumi Flavor Series, deteriorating from the increase recorded in the previous year.
  29. FY2018AdvancedAnnual report

    「In the meat business, continued strong sales of the Easy Takumi Flavor Series resulted in sales of ¥2,823.829 million, up 0.3% year on year.」

    Sales in the meat business increased 0.3% year on year, indicating measurable progress toward the policy of growing it into the second pillar. However, growth slowed from 2.9% the previous year.
  30. FY2018-Q3AdvancedAnnual report

    「In the meat business, strong sales of the Easy Takumi Flavor Series resulted in sales of ¥2,207.197 million, up 0.4% year on year.」

    Strong sales of the Easy Takumi Flavor Series continued, resulting in a 0.4% year-on-year increase in cumulative nine-month sales in the meat business. This indicates measurable progress toward the policy of growing it into the second pillar.
  31. FY2018-Q2WorsenedAnnual report

    「In the meat business, sales slowed following a price increase for the Easy Takumi Flavor Series, resulting in sales of ¥1,466.227 million, down 0.6% year on year.」

    The slowdown in sales following the price increase continued, and cumulative second-quarter sales in the meat business fell 0.6% year on year.
  32. FY2018-Q1WorsenedAnnual report

    「In the meat business, sales slowed following a price increase for the Easy Takumi Flavor Series, resulting in sales of ¥696.285 million, down 0.2% year on year.」

    The meat business shifted from the growth trend seen through the previous year, with first-quarter sales falling 0.2% year on year as sales slowed following a price increase for the Easy Takumi Flavor Series.
  33. FY2017AdvancedAnnual report

    「In the meat business, continued strong sales of the Easy Takumi Flavor Series resulted in sales of ¥2,814.799 million, up 2.9% year on year.」

    Sales in the meat business increased 2.9% year on year, indicating measurable progress toward the policy of growing it into the second pillar.
  34. FY2017-Q3AdvancedAnnual report

    「In the meat business, continued strong sales of the Easy Takumi Flavor Series resulted in sales of ¥2,198.821 million, up 3.3% year on year.」

    Strong sales of the Easy Takumi Flavor Series continued through the cumulative third quarter, resulting in a 3.3% year-on-year increase in meat-business sales.
  35. FY2017-Q2AdvancedAnnual report

    「In the meat business, strong sales of the Easy Takumi Flavor Series resulted in sales of ¥1,475.280 million, up 4.4% year on year.」

    Strong sales of the Easy Takumi Flavor Series resulted in a 4.4% year-on-year increase in cumulative second-quarter sales in the meat business. This is described as measurable progress toward growth into the second pillar.
  36. FY2017-Q1AdvancedAnnual report

    「In the meat business, strong sales of the Easy Takumi Flavor Series resulted in sales of ¥697.478 million, up 4.3% year on year.」

    In the meat business, quarterly sales increased 4.3% year on year on strong sales of the Easy Takumi Flavor Series. This is described as measurable progress toward the goal of growing the business into the second pillar.
  37. FY2016First statedAnnual report

    「Going forward, we will strengthen development and sales initiatives, including developing medical-food distribution channels and new products using domestic pork and offal, in order to grow the business into the second pillar of our operations.」

    The company plans to develop the meat business, including the Easy Takumi Flavor Series, into its second pillar by developing medical-food distribution channels and new products.
Moved together

"Strong sales of other products, including garlic shrimp" moved the same way as this thread, in the same document, in 19 of its 41 moves.

191412121211★123456
  1. ★This thread
  2. 1Strong sales of other products, including garlic shrimp19×
  3. 2Strengthening Engagement with Major Users14×
  4. 3Reduction in costs, storage fees and other expenses12×
  5. 4New Product Launches for Boneless Fish and Meat Products12×
  6. 5Decline in demand for dining out and school meals due to COVID-1912×
  7. 6Proprietary processing technology centered on boneless fish11×

★ 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 Earnings of 2026-10-30: "Advanced".
News
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