Moving beyond the post-recall decline in performance and returning to a growth trajectory
First written in FY2025-H1. 2 of 6 entries say "Advanced", first in FY2025. Latest entry: FY2027-H1.
The whole theme swung hardest in 2020: 3 of 13 companies on the "Worse" side.
1 other company's latest entry also says "Other".
- FY2027-H1Revenue growth alongside investment burdenAnnual report
「Overall, a range of initiatives proved effective, including television commercials launched in connection with the renewal of BASE BREAD Chocolate, outbound calls targeting former subscribers, and campaigns encouraging former subscribers to return through OMO (Online Merges with Offline) linking the company’s own e-commerce site with wholesale sales, driving a steady increase in revenue.」
Revenue growth progressed from the downward trend following the voluntary product recall, while interim operating loss widened due to increased investment in advertising and research and development, indicating the coexistence of growth and an investment burden. - FY2026Shift to a focus on profitabilityAnnual report
「Overall, the Company's direct-to-consumer e-commerce business grew from the previous year due to efficiency-focused advertising, but sales declined as a result of lower wholesale sales caused by changes in shelf placement and other factors, leaving revenue below the previous year. At the same time, through continued improvement in the fixed-cost ratio and maintenance of a high gross profit margin, the Company achieved operating profit of ¥217,441 thousand for the cumulative period and finished the period with higher profit.」
The focus is shifting from prioritizing revenue growth to operating with an emphasis on advertising efficiency, the fixed-cost ratio and gross margin to secure profit growth. - 2026-04-14AdvancedFinancial results briefing materials
「Having emerged from the period of stagnation in the current fiscal year, we will pursue renewed growth from the next fiscal year onward.」
The Company stated that, after a fiscal year in which revenue was in an adjustment phase, it had entered a phase aimed at renewed growth from the following fiscal year onward. - FY2026-H1Recovery clearly under wayAnnual report
「Overall, sales remained weak as seasonal factors, including record heat and the Obon holiday period, coincided with a lull in promotional activities. At the same time, sales have recently been showing signs of improvement due to the effect of new products, and the Company aims to achieve a recovery from the third quarter onward.」
Although sales remained weak, the Company describes an improving trend driven by new products and a policy of pursuing recovery from the third quarter onward, indicating that performance recovery is under way. - FY2025AdvancedAnnual report
「Overall, the company prioritized strengthening its business foundation, including the R&D activities described above, and improving its earnings structure. As a result, the effects of the price revision implemented in early August and ongoing improvements to the cost structure became apparent, and the company achieved full-year profitability.」
The Company states that, after the post-recall decline in performance, it achieved full-year profitability through strengthening its products and business foundation and improving its earnings structure. - FY2025-H1First statedAnnual report
「Overall, by strengthening its products through new products and renewals described above, and strengthening sales promotion centred on these products, the Company broke away from the downturn in performance following the announcement of a voluntary recall of certain products in October 2023 and returned to a growth trajectory.」
The Company newly states its assessment that it has broken away from the post-recall downturn and returned to a growth trajectory.