Komori
United Super Markets Holdings (3222) · TargetAdvanced

Japan's No. 1 supermarket chain alliance in the Tokyo metropolitan area

First written in FY2020. 7 of 10 entries say "Advanced", first in FY2023. Latest entry: FY2027-H1.

10entries
7years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020AdvancedFY2023 – FY20262020: 120202021: 020212022: 020222023: 120232024: 220242025: 220252026: 42026
Same theme, other companies
Becoming No. 1 in food retail through a Tokyo metropolitan supermarket allianceA 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. FY2027-H1AdvancedAnnual report

    「As a result, sales in the food retail sector exceeded ¥1 trillion. We will seek to establish a top-tier position in the Tokyo metropolitan area and achieve further group growth by maximizing the benefits of the integration and accelerating investment in existing stores.」

    The integration of Maxvalu Kanto, the Kanto operations of Daiei and Aeon Market brought the Group to the scale milestone of exceeding ¥1 trillion in food retail sales. Establishing a top-tier position in the Tokyo metropolitan region remains an ongoing objective.
  2. 2026-10-09Cited as achievedEarnings

    「As a result, sales in the food retail sector exceeded ¥1 trillion. We will seek to establish a top-tier position in the Tokyo metropolitan area and achieve further group growth by maximizing the benefits of the integration and accelerating investment in existing stores.」

    Exceeding ¥1 trillion in sales in the food retail sector was cited as an achieved result, while establishing a top-tier position in the Tokyo metropolitan area remained a stated target.
  3. FY2026RaisedAnnual report

    「As a result, our group aims to generate more than ¥1 trillion in sales in food retail and secure an overwhelming market share in the Tokyo metropolitan area. We will promote functional and systems integration and other measures to maximize synergies, establish competitive advantages by leveraging economies of scale, and accelerate investment in existing stores to drive further group growth.」

    The target for the Greater Tokyo supermarket alliance was made more specific and increased from a scale of ¥1 trillion to post-integration targets of food retail sales exceeding ¥1 trillion and an overwhelming share of the Greater Tokyo market.
  4. 2026-04-30AdvancedGeneral Meetings of Shareholders

    「As a result, our group aims to generate more than ¥1 trillion in sales in food retail and secure an overwhelming market share in the Tokyo metropolitan area. We will promote functional and systems integration and other measures to maximize synergies, establish competitive advantages by leveraging economies of scale, and accelerate investment in existing stores to drive further group growth.」

    The vision for a supermarket alliance in the Tokyo metropolitan area was made more specific through targets of more than ¥1 trillion in sales and an overwhelming market share following completion of the integration, together with the promotion of functional and systems integration.
  5. FY2026-H1AdvancedAnnual report

    「In August, in line with the AEON Group's policy of strengthening its regional shift, we signed a basic agreement on the integration of Maxvalu Kanto Co., Ltd., a subsidiary of our group, with Daiei's Kanto operations and Aeon Market Co., Ltd., and began considering the integration scheduled for March 2026.」

    Toward expanding the Greater Tokyo supermarket alliance, discussions began on integrating Maxvalu Kanto, Daiei's Kanto operations and Aeon Market.
  6. FY2025AdvancedAnnual report

    「Against this backdrop, taking the integration with いなげや as an opportunity, we will fundamentally review the relationships among the operating companies, strengthen overall collaboration based on shared values and principles, and transition to a structure for building a strong management foundation as the largest-scale supermarket operator in the Greater Tokyo area.」

    Regarding the policy of pursuing the largest-scale supermarket alliance in the Greater Tokyo area, the business integration with いなげや was completed and the group entered a phase of strengthening collaboration and building its management foundation.
  7. FY2025-Q1AdvancedAnnual report

    「Taking this business integration as an opportunity, we will pursue group sales of ¥1 trillion and a network of 1,000 stores, while seeking to improve management efficiency and create synergies across the group through joint procurement of products, development of logistics and process centers, back-office cost reductions, joint initiatives such as cashless payments and point cards, and the development and expansion of online businesses.」

    The growth target for the Greater Tokyo supermarket alliance advanced from the previous concept of a group on the scale of ¥1 trillion to a specific scale target that also included a network of 1,000 stores.
  8. FY2024AdvancedAnnual report

    「We will make maximum use of the AEON Group's various assets, including digital capabilities, products, human resources and payment infrastructure, while evolving toward a new business model that leverages economies of scale as a ¥1 trillion supermarket group, with the aim of maximizing corporate value.」

    In connection with the establishment objective of pursuing Japan's No. 1 Greater Tokyo supermarket alliance, the concept of a supermarket group with a scale of ¥1 trillion through integration with いなげや was given concrete form.
  9. FY2023AdvancedAnnual report

    「Through stronger capital ties and business integration, we will make maximum use of the various assets of the AEON Group, including digital capabilities, products, human resources and payment infrastructure, while evolving toward a new business model that leverages economies of scale as a ¥1 trillion supermarket group, with the aim of maximizing corporate value.」

    In connection with the establishment objective of pursuing Japan's No. 1 Greater Tokyo supermarket alliance, the concept of a ¥1 trillion supermarket group through business integration with いなげや was given concrete form.
  10. FY2020First statedAnnual report

    「We commenced operations as a joint holding company on 2 March 2015, with the aim of evolving the management expertise cultivated by the participating operating companies as supermarket businesses and combining our collective capabilities to establish Japan's No. 1 Greater Tokyo supermarket alliance in the Greater Tokyo area, Japan's most fertile and promising market, where new customer needs emerge every day and continued sustainable growth is expected.」

    The purpose of establishment was stated as combining the management expertise and collective capabilities of the participating operating companies to pursue Japan's No. 1 Greater Tokyo supermarket alliance.
Moved together

"Expanding and Improving Store Network Efficiency Through Openings and Closures" moved the same way as this thread, in the same document, in 7 of its 10 moves.

776554★123456
  1. ★This thread
  2. 1Expanding and Improving Store Network Efficiency Through Openings and Closures7×
  3. 2Joint initiatives with Inageya in products, logistics and digital operations7×
  4. 3Improving Customer Convenience through WAON Payment Services and Integrated Cards6×
  5. 4Product Range and Product Development Based on Six Keywords5×
  6. 5Policy to limit cross-shareholdings5×
  7. 6Improving Operational Efficiency Through Ordering Systems and New POS Registers4×

★ 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 United Super Markets Holdings yet. It last moved in the Earnings of 2026-10-09: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Japan's No. 1 supermarket chain alliance in the Tokyo metropolitan area | United Super Markets Holdings Inc. (3222) | Komori