Komori
Base Food (2936) · PolicyReframed

Focus on Revenue, Revenue Growth, Contribution Margin and Other Metrics

First written in FY2023. 3 of 5 entries say "Reframed", first in FY2025. Latest entry: FY2026.

5entries
4years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023ReframedFY20252023: 120232024: 020242025: 120252026: 32026
Same theme, other companies
Composite Management Indicators for Store and Membership Counts, Profitability and GrowthA theme 9 companies write about · 1 as a headwind · 9 as a tailwind

Base Food moved to the "Worse" side of this theme in 2025.

The whole theme swung hardest in 2025: 1 of 9 companies on the "Worse" side.

1 other company's latest entry also says "Reframed".

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.
Moved together

"Risk of higher advertising and promotional expenses and deteriorating advertising efficiency" moved the same way as this thread, in the same document, in 2 of its 5 moves.

2222★1234
  1. ★This thread
  2. 1Risk of higher advertising and promotional expenses and deteriorating advertising efficiency2×
  3. 2Risks from raw material prices, foreign-exchange fluctuations and procurement shortages2×
  4. 3Uncertainty over the outlook due to infectious diseases, high raw material prices, monetary tightening and exchange rate fluctuations2×
  5. 4Potential Dilution from the Exercise of Stock Acquisition Rights2×

★ 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 Base Food yet. It last moved in the Management Planning of 2026-05-26: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.