Komori
Base Food (2936) · FactRestated

Health and Convenience Needs and Target Market Size

First written in FY2023. 2 of 4 entries say "Restated". Latest entry: FY2026.

4entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023ReframedFY20252023: 120232024: 020242025: 120252026: 22026
Same theme, other companies
Expansion of the Convenient-to-Prepare and Health-Oriented Food MarketA theme 7 companies write about · 0 as a headwind · 7 as a tailwind

4 other companies' latest entry also says "Restated".

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. FY2026RestatedAnnual report

    「The market for noodles, bread and snacks in these priority eating occasions is estimated at approximately ¥400 billion. Of this, the market that can be reached through the Company's current main sales channels, retail stores and e-commerce, is approximately ¥297 billion. Taking into account potential improvements in shelf placement over the longer term, the market that could become accessible is estimated at approximately ¥130 billion.」

    The Company continues to define the market around health, time savings, and breakfast, lunch and snacks, and to estimate the market sizes at ¥400 billion, ¥297 billion and ¥130 billion.
  2. 2026-05-26RestatedManagement Plan

    「Health × convenience × breakfast, lunch and snacks」

    The Company continued to present its priority eating occasions and market-size analysis centered on demand for health and convenience.
  3. FY2025ReframedAnnual report

    「Within the broad food market, the Company is focusing on eating occasions where its strengths, namely health, time savings, and breakfast, lunch and snacks, overlap, and aims to expand its market share. The market for noodles, bread and snacks in these priority eating occasions is estimated at approximately ¥400 billion. Of this, the market that can be reached through the Company's current main sales channels, retail stores and e-commerce, is approximately ¥297 billion. Taking into account potential improvements in shelf placement over the longer term, the market that could become accessible is estimated at approximately ¥130 billion.」

    The market-size discussion was reorganised from the previous core target market of approximately ¥810 billion to approximately ¥400 billion, ¥297 billion and ¥130 billion by priority eating occasion and sales channel.
  4. FY2023First statedAnnual report

    「The Company estimates the size of its core target market at approximately ¥810 billion, calculated by applying 13% to the domestic market of approximately ¥6.26 trillion.」

    The market size targeting health-conscious consumers is estimated by aggregating the markets for noodles and pasta, bread, snacks and prepared foods.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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No upcoming earnings preview for Base Food yet. It last moved in the Management Plan of 2026-05-26: "Restated".
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