Komori
Oisix (3182) · FactReframedLatest Occurring Fact (2026-07-23): "Advanced"

A business structure centered on food EC

First written in FY2016. 15 of 24 entries say "Reframed", first in FY2018-Q1. Latest entry: 2026-07-23.

24entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseReframedFY2019-Q3 – FY2022-Q1ReframedFY2022 – FY2025-H12016: 320162017: 320172018: 320182019: 120192020: 120202021: 220212022: 120222023: 320232024: 220242025: 220252026: 32026
Same theme, other companies
Business structure centered on food e-commerce and subscriptionsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-07-23AdvancedOccurring Fact

    「当社は、2025 年 9 月以降、B2B サブスク事業(給食事業)の強化を掲げ、B2B サブスク事業の主要各社の完全子会社化、主要子会社の統合等を通じた組織再編を進めてまいりました。今般、B2B サブスク事業の主要子会社を傘下に持つ ORD フードサービスを吸収合併することにより、以下のシナジーを創出し、グループ全体の企業価値向上を図ることを目的としております。」

    B2Bサブスク事業の主要子会社を傘下に持つ中間持株会社の吸収合併を決議し、従来から進めていた主要子会社の完全子会社化・統合による事業構造再編を具体的な実行段階へ進めている。
  2. FY2026ReframedAnnual report

    「The Company, its consolidated subsidiaries and associates are classified into 4 business segments: the B2C Subscription Business, B2B Subscription Business, Social Services Business and Other.」

    The business structure has been reorganized from the former 5-segment structure into 4 segments, with the Vehicle Operations Services Business excluded from the scope of consolidation. The B2C and B2B subscription businesses have been positioned as core businesses.
  3. 2026-05-14ReframedRevisions to earnings forecasts

    「当連結会計年度より、当社グループは、中核事業であるB2Cサブスク事業及びB2Bサブスク事業への経営資源の集中と最適化を目的として、戦略的な事業運営に即した業績管理区分への見直しを実施し、報告セグメントの区分を変更しております。」

    中核2事業への経営資源集中を目的に、報告セグメントを戦略的な業績管理区分へ再編している。
  4. FY2026-H1ReframedAnnual report

    「Our group is classified into 5 segments, including the 2 core businesses described above.」

    The BtoC Subscription Business and BtoB Subscription Business have been positioned as the 2 core businesses, and the 5-segment business structure has been reorganized. At the same time, while SHIDAX's food and social services businesses are being made wholly owned subsidiaries, the structure is being changed so that the Vehicle Operations Services Business and related Other businesses are excluded from the scope of consolidation as of 1 October 2025.
  5. FY2025AdvancedAnnual report

    「Our group, consisting of the Company and its affiliated companies, comprises the Company, 37 consolidated subsidiaries and 4 associates. The Company, its consolidated subsidiaries and associates are classified into 5 business segments: the BtoC Subscription Business, BtoB Subscription Business, Social Services Business, Vehicle Operations Services Business and Other.」

    Including SHIDAX's full-year consolidation, the group now comprises 37 consolidated subsidiaries, including HiOLI, Aggregate and Nonpi, and discloses the 5-segment business structure for the full year.
  6. FY2025-H1ReframedAnnual report

    「During the current interim consolidated accounting period, 株式会社HiOLI was made a consolidated subsidiary. As a result, as of 30 September 2024, our group comprised the Company, 35 consolidated subsidiaries and 4 equity-method investees. In connection with making シダックス株式会社 a consolidated subsidiary from January 2024, the business segments were reviewed. From the fourth quarter of the fiscal year ended March 2024 onward, disclosure has been provided for 5 segments: the BtoC Subscription Business, BtoB Subscription Business, Social Services Business, Vehicle Operations Services Business and Other Business.」

    Following the consolidation of HiOLI, the group comprised 35 consolidated subsidiaries and 4 equity-method investees. The 5-segment business structure introduced following the consolidation of シダックス株式会社 continues to be disclosed.
  7. FY2024-Q3ReframedAnnual report

    「As a result, as of 31 December 2023, our group comprised the Company, 14 consolidated subsidiaries and 7 associates. In addition, through the subscription for ordinary shares in Shida HD issued in the third-party allotment, Shida HD and SHIDAX became subsidiaries of the Company, as did SHIDAX's wholly owned subsidiaries, including シダックスコントラクトフードサービス株式会社, シダックスフードサービス株式会社, エス・ロジックス株式会社, 大新東株式会社, シダックス大新東ヒューマンサービス株式会社 and SHIDAX USA CORPORATION.」

    In addition to making YOKO STREET a consolidated subsidiary and 新潟アルビレックス・ベースボール・クラブ an associate, the subscription for the third-party allotment to Shida HD on 5 January 2024 resulted in a transition to a group structure including SHIDAX and its major subsidiaries.
  8. FY2024-Q2ReframedAnnual report

    「If the tender offer is completed, SHIDAX will be excluded from the Company's equity-method affiliates. Following completion of the transaction, SHIDAX will become a private company.」

    The company plans to change from its current structure of holding SHIDAX as an equity-method affiliate to a structure in which SHIDAX becomes a subsidiary, through the transfer of its shares in the tender offer, subscription for a third-party allotment of ordinary shares in Shida HD, and the consolidation of Shida HD as a subsidiary.
  9. FY2023ReframedAnnual report

    「Our group, consisting of the Company and its affiliated companies, comprises the Company, 13 consolidated subsidiaries and 6 associates.」

    Through the establishment of Future Food Fund 2 Investment Limited Partnership and the application of the equity method to Yutori no Kukan, SHIDAX and Aggregate, the food-related portfolio expanded to 13 consolidated subsidiaries and 6 associates.
  10. FY2023-Q3ReframedAnnual report

    「As a result, as of 31 December 2022, our group comprised the Company, 12 consolidated subsidiaries and 5 associates.」

    Following the designation of Yutori no Kukan and SHIDAX as equity-method affiliates, the group comprised 12 consolidated subsidiaries and 5 associates. The business portfolio expanded from the former structure centered on 3 domestic home-delivery brands to include equity-method investees.
  11. FY2022ReframedAnnual report

    「Our group, consisting of the Company and its affiliated companies, comprises the Company, 13 consolidated subsidiaries and 3 associates.」

    In addition to the structure treating Purple Carrot as a standalone reported segment, Future Food Lab, established in January 2022, was added as a consolidated subsidiary, bringing the total to 13 consolidated subsidiaries.
  12. FY2022-Q2RestatedAnnual report

    「From the first quarter of the current fiscal year, the presentation method was changed to disclose "Home Delivery Business (Purple Carrot)" as a reported segment because its quantitative materiality increased. It had previously been included in "Other".」

    The company continued to disclose Purple Carrot as a standalone reported segment in the second quarter of the current fiscal year.
  13. FY2022-Q1ReframedAnnual report

    「From the first quarter of the current fiscal year, the presentation method was changed to disclose "Home Delivery Business (Purple Carrot)" as a reported segment because its quantitative materiality increased. It had previously been included in "Other".」

    Following the increase in Purple Carrot's quantitative materiality, the disclosure structure changed from one centered on the home-delivery businesses of 3 brands and other businesses to one disclosing Purple Carrot as a standalone reported segment.
  14. FY2020-Q3ReframedAnnual report

    「During the cumulative third-quarter accounting period, Future Food Fund株式会社 established Future Food Fund 1 Investment Limited Partnership and became its general partner. As a result, it has been included in the scope of consolidation from the cumulative third quarter.」

    In addition to the former consolidated structure centered on home delivery of food under 3 brands, the scope of consolidation has expanded to include an investment limited partnership for investments in food-sector startups.
  15. FY2019-Q3ReframedAnnual report

    「Against this backdrop, we made らでぃっしゅぼーや株式会社, which has approximately 30 years of experience in subscription food delivery, a subsidiary in February 2018. To maximize synergies between the two companies, we integrated their management through a merger in October of the same year, and have worked in the growing food e-commerce market to establish distinctiveness and competitive advantages for 3 brands: our existing Oisix and 大地を守る会 services, together with らでぃっしゅぼーや.」

    This describes the transition from consolidating Radhish Boya as a separate company to an integrated business structure of 3 brands following the October 2018 merger.
  16. FY2019-Q2RestatedAnnual report

    「From the first quarter of the current fiscal year, in connection with making らでぃっしゅぼーや株式会社 a subsidiary, its quarterly income statement has been included in the quarterly consolidated income statement.」

    The company continues to reflect the home-delivery businesses of 3 brands, including Radhish Boya, in its consolidated results.
  17. FY2019-Q1RestatedAnnual report

    「From the first quarter of the current fiscal year, in connection with making らでぃっしゅぼーや株式会社 a subsidiary, its quarterly income statement has been included in the quarterly consolidated income statement.」

    The company continues to reflect the home-delivery businesses of 3 brands, including Radhish Boya, in its consolidated results.
  18. FY2018ReframedAnnual report

    「Following the acquisition of shares in らでぃっしゅぼーや株式会社 on 28 February 2018 and its inclusion in the scope of consolidation, the reported segment "Home Delivery Business (Radhish Boya)" was added.」

    The business structure expanded from two home-delivery businesses, Oisix and Daichi wo Mamoru Kai, to a three-brand home-delivery business segment with Radhish Boya added.
  19. FY2018-Q2ReframedAnnual report

    「From the second quarter of the current fiscal year, the segment formerly called "Home Delivery Business (Daichi Delivery)" was renamed "Home Delivery Business (Daichi wo Mamoru Kai)". The change in the segment name had no impact on segment information.」

    The reported segment name was changed to match the official name of Daichi wo Mamoru Kai. The company states that the change had no numerical impact on segment information.
  20. FY2018-Q1ReframedAnnual report

    「The reported segment "Home Delivery Business (Daichi Delivery)" was added, and segment information has been disclosed since the previous fiscal year. In connection with the establishment of the "Home Delivery Business (Daichi Delivery)" segment, the former reported segment "EC Business" was renamed "Home Delivery Business (Oisix)".」

    Following the acquisition of Daichi wo Mamoru Kai as a subsidiary, the segment structure changed from one centered on the EC business to one disclosing two home-delivery business segments, Oisix and Daichi Delivery.
  21. FY2017-Q3RestatedAnnual report

    「Our group's business consists of an EC business, which primarily delivers food to consumers, and other businesses. The amounts of net sales and operating income generated by the EC business each accounted for more than 90% of the total net sales and operating income across all segments. Accordingly, information on businesses other than the EC business has been omitted because it is not material.」

    The company has reconfirmed that, even after consolidation, the EC business accounts for more than 90% of total net sales and operating income.
  22. FY2017-Q2RestatedAnnual report

    「Our business consists of an EC business, which primarily delivers food to consumers, and other businesses. The amounts of net sales and operating income generated by the EC business each accounted for more than 90% of the total net sales and operating income across all segments. Accordingly, information on businesses other than the EC business has been omitted because it is not material.」

    The company has reconfirmed that, even after consolidation, the EC business accounts for more than 90% of total net sales and operating income.
  23. FY2017-Q1RestatedAnnual report

    「The amounts of net sales and operating income generated by the EC business each accounted for more than 90% of the total net sales and operating income across all segments. Accordingly, information on businesses other than the EC business has been omitted because it is not material.」

    Even after consolidation, net sales and operating income from the EC business each account for more than 90% of the total.
  24. FY2016First statedAnnual report

    「Most of the company's product revenue comes from its EC business and is sold through Oisix (Oisix), an EC site operated directly by the company.」

    EC business revenue was ¥18,626.306 million, accounting for most of total company revenue of ¥20,158.532 million. Segment information indicates that EC business revenue and related items accounted for more than 90% of the total.
Moved together

"Slowing US demand for food delivery and declining membership at Purple Carrot" moved the same way as this thread, in the same document, in 6 of its 24 moves.

643333★123456
  1. ★This thread
  2. 1Slowing US demand for food delivery and declining membership at Purple Carrot6×
  3. 2Supply and quality risk for produce due to adverse weather4×
  4. 3Risks of Securing and Developing Personnel Amid Rapid Business Expansion3×
  5. 4Food business partnership through the acquisition of Shidax preferred shares3×
  6. 5Expansion into domestic B2B subscription and innovative product businesses3×
  7. 6Concentration of operations at the Ebina Logistics Center3×

★ 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
Oisix's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Occurring Fact of 2026-07-23: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.