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Oisix (3182) · InitiativeAdvanced

Expansion into domestic B2B subscription and innovative product businesses

First written in FY2023-Q2. 17 of 20 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-11-12.

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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1 – 2026-11-122022: 12023: 320232024: 220242025: 220252026: 122026
Same theme, other companies
Developing and Nurturing New Businesses through M&A, Partnerships and InvestmentsA theme 235 companies write about · 0 as a headwind · 239 as a tailwind

101 other companies' latest entry also says "Advanced".

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.
Showing 14 of the 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 239 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Based on its policy of focusing on M&A in the B2B field over the medium to long term, the company recently made the food business of Shidax Holdings a wholly owned subsidiary and positioned it as the core of its core business. Through the combination of rapid expansion in business scale under this roll-up strategy and organic growth, the company aims for sustained revenue growth.」

    The expansion of the B2B subscription business has been made more specific as a combination of making Shidax's food business a wholly owned subsidiary, roll-up M&A and organic growth.
  2. FY2026-H1AdvancedAnnual report

    「Based on its policy of focusing on M&A in the B2B field over the medium to long term, the company recently made the food business of Shidax Holdings a wholly owned subsidiary and positioned it as the core of its core business. Through the combination of rapid expansion in business scale under this roll-up strategy and organic growth, the company aims for sustained revenue growth.」

    The policy of expanding the domestic B2B subscription business has been made more specific as a strategy combining the acquisition of Shidax's food business as a wholly owned subsidiary, roll-up M&A and organic growth.
  3. FY2025AdvancedAnnual report

    「In the B2B subscription business, amid labor shortages affecting the food-service industry as a whole and posing a challenge to business growth, we implemented wage increases for the first time in approximately 20 years to secure personnel steadily and reduce excessive working hours.」

    Consolidation of Shidax for the full fiscal year brought revenue in the B2B subscription business to ¥60,784 million. The company is advancing wage increases, visualization of profitability by location, optimization of contract prices, and labor-saving through the use of meal kits.
  4. FY2025-H1AdvancedAnnual report

    「We are also strengthening efforts to create synergies, including initiatives using meal kits for nursery schools and contracted food-service operations for senior-care facilities using the premium line, while expanding the number of facilities introduced and the scope of proposals. As a result, results for the current interim consolidated accounting period were as follows: revenue, ¥30,438 million (¥781 million in the same period of the previous year); segment profit, ¥420 million (¥8 million in the same period of the previous year).」

    The company is extending its meal-kit expertise developed in domestic delivery to nursery schools and its high-value-added food-service proposals to senior-care facilities, expanding the number of facilities adopting its B2B subscription business and the scope of proposals.
  5. FY2024-Q3AdvancedAnnual report

    「In addition, we are expanding the business portfolio into areas such as the domestic B2B subscription business, which provides food ingredients to facilities including nursery schools by leveraging the expertise developed in the domestic delivery business and promoting collaboration with Shidax Corporation.」

    For the domestic B2B subscription business, which leverages expertise from the domestic delivery business, promoting collaboration with Shidax was explicitly identified as a new means of expansion. The company also reported an increase in the number of nursery schools served and higher revenue and profit in the nursery school wholesale business.
  6. FY2024-Q2AdvancedAnnual report

    「In addition, expanding the business portfolio into areas such as the domestic B2B subscription business, which provides food ingredients to facilities including nursery schools by leveraging the expertise developed in the domestic delivery business」

    In the domestic B2B subscription business, which leverages expertise from the domestic delivery business, the number of nursery schools served increased. Revenue in the other businesses was ¥8,966 million, up 12.7% year on year, and segment profit was ¥1,084 million, up 42.9%.
  7. FY2024-Q1AdvancedAnnual report

    「In addition, expanding the business portfolio into areas such as the domestic B2B subscription business, which provides food ingredients to facilities including nursery schools by leveraging the expertise developed in the domestic delivery business」

    The company specified domestic B2B subscription businesses that provide food ingredients to facilities including nursery schools as a target for portfolio expansion, leveraging expertise from its domestic delivery business. In the other businesses, the number of nursery schools served increased, with revenue of ¥4,448 million, up 12.1% year on year, and segment profit of ¥553 million, up 27.0%.
  8. FY2023-Q3ReframedAnnual report

    「To achieve the growth and profitability enhancement of the domestic home-delivery business, a key pillar of our management strategy, we are implementing initiatives to advance the customer experience and low-cost operations. We are also expanding our business portfolio for discontinuous growth, including the domestic B2B subscription business and next-generation food business, by leveraging expertise developed in the domestic home-delivery business, and strengthening initiatives to reduce food waste and greenhouse-gas emissions based on our Sustainable Retail Strategy.」

    The expression “innovative product business” used through the previous quarter has been replaced with “next-generation food business” and reorganized as part of portfolio expansion toward discontinuous growth together with the domestic B2B subscription business.
  9. FY2023-Q2First statedAnnual report

    「To achieve the growth and profitability enhancement of the domestic home-delivery business, a key pillar of our management strategy, we are implementing initiatives to advance the customer experience and low-cost operations. We are also expanding our business portfolio for discontinuous growth, including the domestic B2B subscription business and innovative products business, by leveraging expertise developed in the domestic home-delivery business, and strengthening initiatives to reduce food waste and greenhouse-gas emissions based on our Sustainable Retail Strategy.」

    The company first explicitly stated its policy of expanding its business portfolio toward discontinuous growth by using the expertise developed in its domestic delivery business to pursue domestic B2B subscription and innovative product businesses.
Moved together

"A time-efficient school meals model using B2C expertise" moved the same way as this thread, in the same document, in 11 of its 20 moves.

1188876★123456
  1. ★This thread
  2. 1A time-efficient school meals model using B2C expertise11×
  3. 2Higher-value-added foods and higher average purchase value8×
  4. 3No-Dividend Policy Prioritizing Retained Earnings8×
  5. 4Platforming the functions, expertise, and infrastructure of each brand8×
  6. 5Food business partnership through the acquisition of Shidax preferred shares7×
  7. 6Expansion of Kit Oisix and delivery of time-saving value6×

★ 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 Other Disclosures of 2026-11-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion into domestic B2B subscription and innovative product businesses | Oisix Inc. (3182) | Komori