Expanding Overseas Sales of Crab Sticks, Surimi Products and Healthy Noodle
First written in FY2022-Q1. 9 of 18 entries say "Worsened", first in FY2024-Q1. Latest entry: 2026-08-12.
Kibun Foods moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2020: 13 of 73 companies on the "Worse" side.
5 other companies' latest entry also says "Worsened".
- 2026-08-12WorsenedEarnings
「In the US market, the previous year saw significant growth due in part to rush demand ahead of the introduction of reciprocal tariffs. In the current fiscal year, however, the resulting reaction caused revenue for the business as a whole to decline.」
The overseas food business reported an 11.5% decline in revenue and a 60.4% decline in segment profit due to the reaction from the US market. In China, the company expanded sales channels and conducted e-commerce promotions, while sales in Thailand showed signs of recovery. - FY2026WorsenedAnnual report
「Sales of surimi products, including the Thai plant's core crab-flavored surimi product, declined as the baht's appreciation against the US dollar over the year reduced export competitiveness. Sales of prepared foods, confectionery and agricultural and marine products, which had performed well, were insufficient to offset the decline, resulting in lower revenue.」
米国・中国・タイで回復要因がある一方、バーツ高によるタイ工場製品の輸出競争力低下と販売減少により、海外食品事業は売上高2.7％減、セグメント利益44.2％減となった。 - FY2026-H1WorsenedAnnual report
「売上面では、米国の通商政策の不透明感、中国経済の不振の継続、各国のインフレによる消費者の節約志向から、第１四半期で回復傾向が見られた米国、中国での販売も勢いを失い、減収となりました。利益面では、売上高の減少と、これに伴いタイ工場の生産効率が大きく悪化したことにより減益となりました。この結果、当セグメントの売上高は5,421百万円と前年同期比350百万円の減収（前年同期比6.1％減）となり、セグメント利益は164百万円と前年同期比324百万円の減益となりました。」
米国の通商政策、中国経済の不振、インフレによる節約志向により、米国・中国で販売の勢いが失われた。海外食品事業は売上高6.1％減、セグメント利益324百万円減となり、タイ工場の生産効率も悪化した。 - FY2025-H1AdvancedAnnual report
「この結果、当セグメントの売上高は5,771百万円と前年同期比108百万円の増収（前年同期比1.9％増）となり、セグメント利益は489百万円と前年同期比228百万円の増益(前年同期比87.6％増）となりました。」
海外食品事業は、インフレ・金利動向や為替変動の影響がある中でも、カニカマを中心とする水産練り製品の販売増により増収増益となった。前期までの減速傾向から、当中間期は売上高1.9％増、セグメント利益87.6％増へ転じている。 - FY2024WorsenedAnnual report
「消費者の生活必需品を優先する節約志向や、低価格商品への購買シフト、外食産業の回復遅れなどにより、主力商品であるカニカマやHealthy Noodle（糖質０ｇ麺）の販売が前期比で減少しました。」
タイ国内向けは下期から回復基調となった一方、アジア、中国、米国では節約志向・低価格商品へのシフト等により主力商品の販売が減少し、海外食品事業は売上高11,999百万円、前年同期比5.2％減、セグメント利益29.4％減となった。 - FY2024-Q3WorsenedAnnual report
「売上面では、タイ国内向けは営業活動強化により回復の足取りが確かになって来たものの、他のアジア圏、中国、米国の各国市場では、インフレにより消費者の生活必需品を優先する節約志向が強まり低価格商品への購買シフトが見られ、主力商品であるカニカマやHealthy Noodle（糖質０ｇ麺）の販売が前年同期比で減少しました。この結果、当セグメントの売上高は8,881百万円と前年同期比1,108百万円の減収(11.1％減)となり、セグメント利益は674百万円と前年同期比443百万円の減益（39.6％減）となりました。」
タイ国内向けには回復の兆しがある一方、アジア、中国、米国では節約志向と低価格商品への購買シフトにより、カニカマ・Healthy Noodleの販売が減少した。海外食品事業は売上高11.1％減、セグメント利益39.6％減となった。 - FY2024-Q2WorsenedAnnual report
「売上面では、タイ国内向けは営業活動強化により回復基調にあるものの、他のアジア圏、中国、米国の各国市場ではインフレ懸念や先行き景況感の悪化見通しなどにより、消費者の生活必需品を優先する節約志向が強まり、主力商品であるカニカマやHealthy Noodle（糖質0g麺）の販売が前年同期比で減少しました。この結果、当セグメントの売上高は5,991百万円と前年同期比907百万円の減収（13.1％減）となり、セグメント利益は366百万円と前年同期比424百万円の減益(53.6％減）となりました。」
タイでは営業活動強化による回復基調がある一方、アジア、中国、米国では節約志向の強まりによりカニカマ・Healthy Noodleの販売が減少し、海外食品事業は減収減益となった。 - FY2024-Q1WorsenedAnnual report
「As a result, segment sales were ¥2,564 million, down 23.0% year on year, and segment profit was ¥160 million, down 42.9%.」
Inventory adjustments and a preference for lower-priced products became apparent in North America, while delayed economic recovery and sluggish consumption emerged in China, resulting in lower sales of imitation crab and Healthy Noodle. The overseas food business reported lower sales and profit, indicating a reversal in the expansion of overseas sales. - FY2023AdvancedAnnual report
「As a result, segment sales were ¥12,654 million, up 13.7% year on year, and segment profit was ¥1,128 million, up 1.0%.」
The company expanded sales of seafood surimi products and purchased products in the United States, Asia, Oceania and Europe, while Healthy Noodle secured stable demand in the United States. Full-year results for sales and profit in the overseas food business are presented. - FY2023-Q3AdvancedAnnual report
「In terms of sales, while economic stagnation continued in China, sales of purchased products such as agricultural and livestock products and prepared foods, in addition to the group’s seafood surimi products centered on imitation crab, increased in markets in Europe, the United States and Southeast Asia. Healthy Noodle (0g net-carb noodles) also continued to grow steadily in sales in the United States. As a result, segment sales were ¥9,990 million, up 43.3% year on year, and segment profit was ¥1,117 million, up 43.4%.」
Sales of seafood surimi products and purchased products increased in Europe, the United States and Southeast Asia, while Healthy Noodle also grew in the United States. Sales in the overseas food business increased 43.3% year on year and segment profit rose 43.4%. - FY2023-Q2AdvancedAnnual report
「As a result, segment sales were ¥6,898 million, up 46.3% year on year, and segment profit was ¥790 million, up 69.6%.」
In the overseas food business, sales increased 46.3% year on year and segment profit rose 69.6%. Sales of purchased products such as agricultural and livestock products and prepared foods expanded in addition to seafood surimi products, while sales of Healthy Noodle in the United States also grew. - FY2023-Q1AdvancedAnnual report
「Although logistics disruptions occurred in parts of Asia as a result of the renewed spread of COVID-19, sales of purchased products, including agricultural and livestock products and prepared foods, increased in markets centered on Europe and the United States, where economic activity was recovering and underlying demand was emerging, in addition to seafood surimi products. In the United States, Healthy Noodle (0g net-carb noodles) also continued to grow steadily in sales.」
Sales of seafood surimi products and purchased products increased in markets centered on Europe and the United States. Sales in the overseas food business rose 51.4% year on year and segment profit increased 31.0%. Sales of Healthy Noodle in the United States also continued to expand. - FY2022-Q3RestatedAnnual report
「In terms of sales, the company strengthened promotional activities in countries around the world, including Europe, the United States and China, which led to higher sales of seafood surimi products, including imitation crab for foodservice use. Healthy Noodle (0g net-carb noodles) also continued to sell well in the United States, resulting in higher sales year on year.」
The company strengthened promotional activities in Europe, the United States, China and other markets, and continues to expand sales of seafood surimi products and Healthy Noodle in the United States. - FY2022-Q2RestatedAnnual report
「With the resumption of economic activity, sales of seafood surimi products, including imitation crab, increased in countries including Europe, the United States and China. Sales of Healthy Noodle (0g net-carb noodles) in the United States also continued to grow steadily, resulting in higher sales year on year.」
The company continues to expand sales of seafood surimi products in Europe, the United States, China and other markets, as well as sales of Healthy Noodle in the United States. - FY2022-Q1First statedAnnual report
「Sales of surimi products, including kanikama, expanded in countries including Europe, the United States and China, where economic activity was restarting. Healthy Noodle (0g Carbohydrate Noodles) in the United States also continued to achieve steady sales growth.」
The company identifies expanded sales of surimi products in Europe, the United States and China, together with growth in Healthy Noodle in the United States, as growth initiatives.