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KENKO Mayonnaise (2915) · InitiativeRaised

Management Conscious of the Cost of Capital and Share Price and the Rebuilding of the Business Portfolio

First written in FY2024. 2 of 5 entries say "Restated". Latest entry: FY2026.

5entries
3years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2024 – FY2026-H12024: 220242025: 120252026: 22026
Same theme, other companies
Business Portfolio Optimization and Cost of Capital ManagementA theme 42 companies write about · 1 as a headwind · 41 as a tailwind

The whole theme swung hardest in 2021: 4 of 10 companies on the "Worse" side.

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

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 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. FY2026RaisedAnnual report

    「(1) Expand sales in existing businesses through “Customer IN” and co-creation (2) Optimize Salad Cafe and the cooking school (Kitchen Space 831) (3) Increase the overseas sales ratio (2035: 10% → 30%)」

    The company has reviewed its business portfolio and growth strategy and identified Customer IN and co-creation, optimization of business locations, and raising the overseas sales ratio to 30% as new priority areas.
  2. 2026-05-11AdvancedEarnings

    「While pursuing management that balances “growth,” “profitability” and “financial soundness” over the long term, we will promote “cash-based management” and build a robust management foundation, thereby enhancing corporate value and strengthening shareholder returns.」

    The company has given concrete form to management that takes capital costs and the share price into account through cash-based management and a balance among growth, profitability and financial soundness.
  3. FY2026-H1RestatedAnnual report

    「• Growth strategy: strengthen the earnings base of existing businesses and build brands Restructure the business portfolio to adapt to changes in the business environment」

    The company continues to pursue the strengthening of the earnings base of existing businesses, brand building and business portfolio restructuring as its growth strategy.
  4. FY2025-H1RestatedAnnual report

    「• Growth strategy: strengthen the earnings base of existing businesses and build brands; restructure the business portfolio to adapt to changes in the business environment」

    The company continues to pursue a growth strategy that includes restructuring its business portfolio as a basic strategy of KENKO Vision 2035.
  5. FY2024First statedAnnual report

    「We are addressing the realization of management that is conscious of the cost of capital and share price, promoting a growth strategy through the strengthening of our business foundation and restructuring of our business portfolio, and seeking to enhance corporate value while also strengthening our capital strategy.」

    The company has newly stated its commitment to management focused on the cost of capital and share price, and has identified business portfolio restructuring, stronger shareholder returns, reduction of cross-held shares, share repurchases, and enhanced dialogue with shareholders and investors as capital and growth strategies.
Moved together

"Proactive expansion into global markets" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222★123
  1. ★This thread
  2. 1Proactive expansion into global markets2×
  3. 2Balancing Proactive Investment for Growth with Financial Soundness2×
  4. 3Stable Dividends and Higher Payout Ratio2×

★ 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: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Management Conscious of the Cost of Capital and Share Price and the Rebuilding of the Business Portfolio | KENKO Mayonnaise Co.,Ltd. (2915) | Komori