Worth reading
50Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
5.2
Year-on-year change in revenue (%)Wording
Conditional
How definitive the wording is.Results for this period
Third quarter1 November 2025 to 31 July 2026ConsolidatedJapanese GAAPNet Sales432,933Millions of yenYear on year +5.2%Progress 76.4%
Operating profit31,316Millions of yenYear on year +3.2%Progress 72.8%
Ordinary income34,567Millions of yenYear on year -9.6%Progress 79.1%
Net income attributable to owners of the parent23,354Millions of yenYear on year -10.9%Progress 79.2%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥105.30
Financial position at period-end
Total assets286,270Millions of yen
of which net assets 194,223 Millions of yenEquity ratio 61.1%vs. prior year-end +0.6pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Segment revenueGyomu Super business 415,813 Millions of yen (YoY +5.0%), Restaurant and prepared-food business 13,753 Millions of yen (YoY +13.3%), Eco-renewable energy business 3,331 Millions of yen (YoY -4.1%)
Segment profitGyomu Super business 34,285 Millions of yen, Restaurant and prepared-food business 947 Millions of yen, Eco-renewable energy business 919 Millions of yen
Outlook and shareholder returns
Full-year earnings forecast
Net Sales566,500 Millions of yen (YoY +2.7%)
Operating profit43,000 Millions of yen (YoY +7.8%)
Ordinary income43,700 Millions of yen (YoY -9.1%)
Net income29,500 Millions of yen (YoY -7.5%)
Annual Dividend Forecast¥30 → ¥32（+6.7%）
Factors Behind Changes in Business Performance
The Business Supermarket business experienced higher procurement costs due to exchange-rate fluctuations and rising prices, but its pricing strategy was successful and its private-label products were featured by many media outlets. The eating-out and prepared foods business worked on opening new stores, revising and discontinuing menu items, and capturing inbound demand, among other initiatives. The Eco Renewable Energy business was affected by output curtailment, lower solar irradiation due to unsettled weather, and the shutdown of a biomass power plant for statutory inspections.
Disclosure regarding the going concern assumption
No applicable matters.
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 No
Changes in the scope of consolidationNew Number of companies 2 / Company name 株式会社MEAL HUB, 柏露酒造株式会社 / Excluded Number of companies 0 / Company name Not disclosed
Material subsequent eventsOn 3 August 2026, the company completed the acquisition of shares in 15 LSG Asia-Pacific companies and included all 15 companies as consolidated subsidiaries. The purchase consideration was €307 million (¥56,957 million).
Impairment lossNot applicable (information on impairment losses on fixed assets by reporting segment)
Breakdown of extraordinary income (loss)Extraordinary income Gain on sale of non-current assets 3 Millions of yen, Gain on reversal of subscription rights to shares 48 Millions of yen, Total extraordinary income 52 Millions of yen / Extraordinary loss Loss on Disposal of Fixed Assets 66 Millions of yen, Loss on sale of fixed assets 0 Millions of yen, Total extraordinary loss 67 Millions of yen
Depreciation and amortization4,610 Millions of yen
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingAvailable (for institutional investors and analysts)
Issued Shares at Period-End273,600,000 shares
Treasury Shares at Period-End51,774,459 shares
| Item | Details |
|---|---|
| Fiscal Period Classification | Third quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 November 2025 to 31 July 2026 |
| Net Sales | 432,933 Millions of yen (YoY +5.2%) |
| Operating profit | 31,316 Millions of yen (YoY +3.2%) |
| Ordinary income | 34,567 Millions of yen (YoY -9.6%) |
| Profit attributable to owners of the parent | 23,354 Millions of yen (YoY -10.9%) |
| Net income per share | ¥105.30 |
| Equity ratio | End of the current fiscal period 61.1 / End of previous period 60.5 |
| Total assets | 286,270 Millions of yen |
| Net assets | 194,223 Millions of yen |
| Full-year earnings forecast | Net Sales 566,500 Millions of yen (YoY +2.7%) / Operating profit 43,000 Millions of yen (YoY +7.8%) / Ordinary income 43,700 Millions of yen (YoY -9.1%) / Net income 29,500 Millions of yen (YoY -7.5%) |
| Annual Dividend Forecast | ¥30 → ¥32（+6.7%） |
| Segment revenue | Gyomu Super business 415,813 Millions of yen (YoY +5.0%), Restaurant and prepared-food business 13,753 Millions of yen (YoY +13.3%), Eco-renewable energy business 3,331 Millions of yen (YoY -4.1%) |
| Segment profit | Gyomu Super business 34,285 Millions of yen, Restaurant and prepared-food business 947 Millions of yen, Eco-renewable energy business 919 Millions of yen |
| Depreciation and amortization | 4,610 Millions of yen |
| Impairment loss | Not applicable (information on impairment losses on fixed assets by reporting segment) |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of non-current assets 3 Millions of yen, Gain on reversal of subscription rights to shares 48 Millions of yen, Total extraordinary income 52 Millions of yen / Extraordinary loss Loss on Disposal of Fixed Assets 66 Millions of yen, Loss on sale of fixed assets 0 Millions of yen, Total extraordinary loss 67 Millions of yen |
| Disclosure regarding the going concern assumption | No applicable matters. |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | New Number of companies 2 / Company name 株式会社MEAL HUB, 柏露酒造株式会社 / Excluded Number of companies 0 / Company name Not disclosed |
| Material subsequent events | On 3 August 2026, the company completed the acquisition of shares in 15 LSG Asia-Pacific companies and included all 15 companies as consolidated subsidiaries. The purchase consideration was €307 million (¥56,957 million). |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Available (for institutional investors and analysts) |
| Issued Shares at Period-End | 273,600,000 shares |
| Treasury Shares at Period-End | 51,774,459 shares |
| Factors Behind Changes in Business Performance | The Business Supermarket business experienced higher procurement costs due to exchange-rate fluctuations and rising prices, but its pricing strategy was successful and its private-label products were featured by many media outlets. The eating-out and prepared foods business worked on opening new stores, revising and discontinuing menu items, and capturing inbound demand, among other initiatives. The Eco Renewable Energy business was affected by output curtailment, lower solar irradiation due to unsettled weather, and the shutdown of a biomass power plant for statutory inspections. |
Items this document does not state (10)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodRevision to Earnings ForecastPayout ratioShareholder Return PolicyRegional salesOrders received and order backlog
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company explained that, in the Business Supermarket business, procurement costs increased due to exchange-rate fluctuations and rising prices, but its pricing strategy was successful and its private-label products were featured by many media outlets. It also stated that the Eco Renewable Energy business was affected by output curtailment, lower solar irradiation due to unsettled weather, and the shutdown of a biomass power plant for statutory inspections.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
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