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KENKO Mayonnaise (2915) · TargetReframed

Three-Phase Reform Over 12 Years Under KENKO Vision 2035

First written in FY2024. 2 of 5 entries say "Advanced", first in FY2025-H1. Latest entry: FY2026.

5entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – FY2026-H12024: 220242025: 120252026: 22026
Same theme, other companies
Transformation into a Global Food Solution Company under KENKO Vision 2035A theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The group revised KENKO Vision 2035, its medium- to long-term management plan launched in fiscal 2024, in February 2026.」

    KENKO Vision 2035 has been restructured from fiscal 2026 onward to reflect a revised plan, including the transformation into a Global Food Solution Company, the addition of an IT strategy to the basic strategies, and sales, EBITDA margin and ROIC targets for the 3 phases.
  2. 2026-05-11ReframedEarnings

    「The Group reconstructed its corporate philosophy framework, reviewed its material issues, identified its materialities, and launched the medium- to long-term management plan “KENKO Vision 2035” in fiscal 2024 so that it could remain a trusted company with high value and a reason to exist that society continues to need. After working under this plan for 2 years, we revised the plan from fiscal 2026 onward because some management targets had been achieved ahead of schedule, the external environment had changed significantly, and we placed greater emphasis on management that takes capital costs and the share price into account.」

    The company has revised “KENKO Vision 2035” from fiscal 2026 onward and updated its basic strategy and management targets.
  3. FY2026-H1AdvancedAnnual report

    「Against this business backdrop, the Group has launched its medium- to long-term management plan, “KENKO Vision 2035,” after rebuilding its philosophy framework, reviewing its material issues and identifying its materialities, with the aim of remaining a trusted company with high value to society and a presence that society continues to need. This fiscal year marks the plan’s second year.」

    The company states that KENKO Vision 2035 has advanced from its launch phase into its second year and is now in the phase of implementing its 4 basic strategies.
  4. FY2025-H1AdvancedAnnual report

    「Amid this business environment, the Group has begun the new medium- to long-term management plan KENKO Vision 2035 to rebuild its corporate philosophy framework, review its material issues, identify its materialities, and remain a trusted company with high value to society that continues to be needed by society. Its basic policy is fundamental reform for sustainable growth and further enhancement of corporate value, and it will strengthen its management foundation while implementing 4 basic strategies.」

    KENKO Vision 2035, formulated in FY2024, has entered the implementation phase, with the company executing 4 basic strategies: growth strategy, smart transformation, talent investment, and sustainability and social responsibility.
  5. FY2024First statedAnnual report

    「KENKO Vision 2035 sets fundamental reforms for sustainable growth and further enhancement of corporate value as its basic policy. To achieve its targets for 2035, the company will pursue reforms in 3 phases, with each phase consisting of 4 years: “Phase 1: Business Structure Reform,” “Phase 2: Regrowth,” and “Phase 3: Evolution and Development.”」

    The company formulated a new medium- to long-term management plan covering fiscal 2024 through fiscal 2035 and will pursue business structure reform, regrowth, and evolution and development in 3 four-year phases. It has set long-term targets including consolidated net sales of at least ¥125 billion and consolidated operating profit of at least ¥7.5 billion in fiscal 2035.
Moved together

"Fluctuations in the prices of raw materials such as edible oils, eggs and vegetables" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1Fluctuations in the prices of raw materials such as edible oils, eggs and vegetables2×
  3. 2Improving net sales, ordinary profit margin and equity ratio2×
  4. 3Balancing Proactive Investment for Growth with Financial Soundness2×
  5. 4Stable Dividends and Higher Payout Ratio2×
  6. 5Interest-Bearing Debt and Interest Rate Fluctuations2×
  7. 6Promotion of DX (Digital Transformation)2×

★ 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
No upcoming earnings preview for KENKO Mayonnaise yet. It last moved in the Earnings of 2026-05-11: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Three-Phase Reform Over 12 Years Under KENKO Vision 2035 | KENKO Mayonnaise Co.,Ltd. (2915) | Komori