Komori
Seven & i Holdings (3382) · InitiativeRecovery in operating profit year on year

Strengthening York Benimaru’s fresh foods and ready-to-eat prepared foods

First written in FY2019-Q2. 7 of 20 entries say "Advanced", first in FY2020-Q1. Latest entry: FY2025-H1.

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7years
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How it moved
ProgressHeldSoftenedWorseOtherFY2023-Q2 – FY2024-Q22018: 12019: 320192020: 420202021: 320212022: 420222023: 320232024: 22024
Same theme, other companies
Strengthening the assortment of fresh foods and ready-to-eat prepared foodsA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

Seven & i Holdings moved to the "Worse" side of this theme in 2024.

0 other companies' latest entry also says "Other".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1Recovery in operating profit year on yearAnnual report

    「During the interim consolidated accounting period, pricing measures and sales promotions in response to soaring raw material costs were effective, lifting same-store sales above the year-earlier level. Operating profit was ¥9,296 million, or 100.6% of the year-earlier level.」

    ヨークベニマル lifted same-store sales above the year-earlier level through pricing measures and sales promotions, and operating profit recovered to 100.6% of the year-earlier level.
  2. FY2025-Q1WorsenedAnnual report

    「During the first quarter, pricing measures and sales promotions in response to soaring raw material costs were effective, lifting same-store sales above the year-earlier level. However, selling, general and administrative expenses, including promotional and personnel costs, increased, and operating profit was ¥4,382 million, or 95.7% of the year-earlier level.」

    ヨークベニマル lifted same-store sales above the year-earlier level through pricing measures and sales promotions, but operating profit declined to 95.7% of the year-earlier level due to higher SG&A expenses.
  3. FY2024-Q2Year-on-year increase in same-store sales and operating profitAnnual report

    「At 株式会社ヨークベニマル, initiatives to revitalize existing stores and develop and strengthen sales of deli products are being pursued to realize the concept of making local customers’ everyday meals more enjoyable, enriching and convenient. During the cumulative second quarter, the recovery in customer traffic, together with effective price increases in response to soaring raw material costs and sales promotions, lifted same-store sales above the year-earlier level. As a result, despite continued increases in utility costs due to higher energy costs, operating profit was ¥9,239 million, or 103.4% of the year-earlier level, achieving increases in both sales and profit.」

    The company continued to revitalize existing stores and develop and strengthen deli sales, while price increases and sales promotions lifted same-store sales and operating profit above the year-earlier levels.
  4. FY2024-Q1RestatedAnnual report

    「At 株式会社ヨークベニマル, appropriate price increases in response to soaring raw material costs and sales promotions were effective, lifting same-store sales above the year-earlier level. As a result, although utility costs continued to rise due to higher energy costs, operating profit was ¥4,581 million, or 102.7% of the year-earlier level.」

    The company continued to respond to soaring raw material costs with price increases and sales promotions, lifting same-store sales above the year-earlier level. Operating profit also reached 102.7% of the year-earlier level.
  5. FY2023-Q3Continued improvement in operating profitAnnual report

    「Food supermarket operator ヨークベニマル reported lower same-store sales, mainly because food sales, which had remained strong since the onset of the COVID-19 pandemic, began to decline. However, the merger effective 1 March 2022 with Life Foods Co.,Ltd., which manufactured and sold deli products at ヨークベニマル stores, among other factors, improved merchandise gross margin, and operating profit was ¥11,999 million, or 112.7% of the year-earlier level.」

    Same-store sales declined year on year, while the merger with Life Foods Co.,Ltd. and other factors improved merchandise gross margin, and operating profit was ¥11,999 million, or 112.7% of the year-earlier level.
  6. FY2023-Q2Continued below-year-earlier same-store sales and improving profitAnnual report

    「株式会社ヨークベニマル reported lower same-store sales, mainly because food sales, which had remained strong since the onset of the COVID-19 pandemic, began to decline. However, the merger with Life Foods Co.,Ltd. effective 1 March 2022 improved merchandise gross margin, and operating profit was ¥8,938 million, or 116.4% of the year-earlier level.」

    Food sales and same-store sales declined year on year, while the merger with Life Foods Co.,Ltd. improved merchandise gross margin, and operating profit was 116.4% of the year-earlier level.
  7. FY2023-Q1AdvancedAnnual report

    「Food supermarket operator ヨークベニマル reported lower same-store sales, mainly because food sales, which had remained strong since the onset of the COVID-19 pandemic, began to decline. However, the merger with Life Foods Co.,Ltd. effective 1 March 2022 improved merchandise gross margin, and operating profit was ¥4,462 million, or 126.1% of the year-earlier level. The company will continue to pursue sustainable growth as a lifestyle-oriented food supermarket by strengthening its integrated production-and-sales business model for the high-growth deli business.」

    The merger with Life Foods Co.,Ltd. improved merchandise gross margin, and operating profit was ¥4,462 million, or 126.1% of the year-earlier level. The company also continues to strengthen its integrated deli production-and-sales model.
  8. FY2022AdvancedAnnual report

    「株式会社ヨークベニマル absorbed and merged its wholly owned subsidiary Life Foods Co.,Ltd., which manufactured and sold deli products mainly at its stores, effective 1 March 2022. The company aims to achieve sustained growth as a lifestyle-oriented food supermarket by strengthening its integrated production-and-sales business model for the high-growth deli business and securing a competitive advantage amid the challenging market environment expected ahead.」

    The absorption merger of Life Foods Co.,Ltd. was completed, advancing the company toward an integrated fresh food and deli production-and-sales model. Full-year operating profit was 88.9% of the year-earlier level.
  9. FY2022-Q3Continued year-on-year decline in operating profitAnnual report

    「Food supermarket operator ヨークベニマル reported lower same-store sales for the cumulative third quarter due to the backlash from the previous year’s stay-at-home demand associated with calls to refrain from going out and other factors. Operating profit was ¥10,649 million, or 76.7% of the year-earlier level.」

    Same-store sales declined year on year due to the backlash from stay-at-home demand and other factors, and operating profit was also ¥10,649 million, or 76.7% of the year-earlier level.
  10. FY2022-Q2WorsenedAnnual report

    「Food supermarket operator ヨークベニマル reported lower same-store sales for the cumulative second quarter due mainly to the backlash from the previous year’s stay-at-home demand associated with calls to refrain from going out. Operating profit was ¥7,678 million, or 70.0% of the year-earlier level.」

    ヨークベニマル’s same-store sales declined year on year due to the backlash from stay-at-home demand and other factors, and operating profit was also ¥7,678 million, or 70.0% of the year-earlier level.
  11. FY2021AdvancedAnnual report

    「The company decided to absorb and merge its wholly owned subsidiary Life Foods Co.,Ltd., effective 1 March 2022. 株式会社ヨークベニマル aims to achieve sustained growth as a lifestyle-oriented food supermarket by making its integrated production-and-sales business model for the high-growth deli business its core operation and securing a competitive advantage amid the challenging market environment expected ahead.」

    The plan advanced ヨークベニマル’s fresh food and deli strategy through the absorption merger of Life Foods Co.,Ltd. effective 1 March 2022 and an integrated deli production-and-sales model.
  12. FY2021-Q3RestatedAnnual report

    「Food supermarket operator ヨークベニマル expanded its assortment to meet stay-at-home demand associated with calls to refrain from going out. As a result, same-store sales for the period exceeded the year-earlier level, and operating profit was ¥13,889 million, or 160.9% of the year-earlier level.」

    ヨークベニマル continued expanding its assortment to meet stay-at-home demand, with same-store sales exceeding the year-earlier level. Operating profit was ¥13,889 million.
  13. FY2021-Q2AdvancedAnnual report

    「Food supermarket operator ヨークベニマル expanded its assortment to meet stay-at-home demand associated with the previous year’s calls to refrain from going out. As a result, same-store sales for the cumulative second quarter exceeded the year-earlier level, and operating profit was ¥10,964 million, or 175.3% of the year-earlier level.」

    The expansion of the assortment to meet stay-at-home demand lifted ヨークベニマル’s same-store sales above the year-earlier level, and operating profit was ¥10,964 million, or 175.3% of the year-earlier level.
  14. FY2021-Q1AdvancedAnnual report

    「Food supermarket operator ヨークベニマル expanded its assortment to meet stay-at-home demand associated with calls to refrain from going out. As a result, same-store sales in the first quarter exceeded the year-earlier level, and operating profit was ¥6,238 million, or 182.7% of the year-earlier level.」

    The company expanded its assortment to meet stay-at-home demand, lifting same-store sales above the year-earlier level. Operating profit was ¥6,238 million, or 182.7% of the year-earlier level.
  15. FY2020AdvancedAnnual report

    「株式会社ヨークベニマル will continue to strengthen its assortment tailored to local needs by pursuing differentiation in fresh foods and deli products in cooperation with its subsidiary Life Foods Co.,Ltd. It will also actively revitalize existing stores and place even greater emphasis on efficiency when opening new stores.」

    ヨークベニマル’s initiatives were defined as differentiation in fresh foods and deli products, revitalization of existing stores, and efficient new store openings.
  16. FY2020-Q3RestatedAnnual report

    「Food supermarket operator ヨークベニマル reported lower same-store sales for the cumulative third quarter, but operating profit was ¥8,629 million, or 110.4% of the year-earlier level, as it worked to improve profitability mainly by improving gross margin.」

    Same-store sales declined year on year, but the company continued efforts to improve profitability by improving gross margin, and operating profit was 110.4% of the year-earlier level.
  17. FY2020-Q1AdvancedAnnual report

    「Food supermarket operator ヨークベニマル worked to improve profitability, mainly by improving gross margin. As a result, same-store sales in the first quarter declined year on year, but operating profit was ¥3,414 million, or 125.8% of the year-earlier level.」

    The company worked to improve profitability by improving gross margin. Same-store sales declined year on year, but operating profit was ¥3,414 million, or 125.8% of the year-earlier level.
  18. FY2019RestatedAnnual report

    「Food supermarket operator ヨークベニマル worked to strengthen fresh food sales and expand the deli assortment at its subsidiary Life Foods Co.,Ltd. to meet demand for ready-to-eat and convenient products. However, same-store sales for the fiscal year declined year on year, and operating profit was ¥12,801 million, or 91.0% of the year-earlier level.」

    The company continues to strengthen fresh food sales and expand its deli assortment to meet demand for ready-to-eat and convenient needs, but same-store sales declined year on year and operating profit was 91.0% of the year-earlier level.
  19. FY2019-Q3RestatedAnnual report

    「Food supermarket operator ヨークベニマル worked to strengthen fresh food sales and expand the deli assortment at its subsidiary Life Foods Co.,Ltd. to meet demand for ready-to-eat and convenient products. However, same-store sales for the cumulative third quarter declined year on year, and operating profit was ¥7,814 million, or 86.8% of the year-earlier level.」

    The company continues to strengthen fresh food sales and expand its deli assortment to meet demand for ready-to-eat and convenient products. Same-store sales declined year on year, and operating profit was ¥7,814 million, or 86.8% of the year-earlier level.
  20. FY2019-Q2First statedAnnual report

    「Food supermarket operator ヨークベニマル worked to strengthen fresh food sales and expand the deli assortment at its subsidiary Life Foods Co.,Ltd. to meet demand for ready-to-eat and convenient products. However, same-store sales for the cumulative second quarter declined year on year, and operating profit was ¥5,628 million, or 88.5% of the year-earlier level.」

    The strengthening of fresh food sales at ヨークベニマル and the expansion of Life Foods Co.,Ltd.’s deli assortment to meet demand for ready-to-eat and convenient products were recorded as separate initiatives for the first time. Same-store sales declined year on year, and operating profit was ¥5,628 million, or 88.5% of the year-earlier level.
Moved together

"Expansion of the ATM Network and Deployment of ATMs Inside U.S. Stores" moved the same way as this thread, in the same document, in 7 of its 20 moves.

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  1. ★This thread
  2. 1Expansion of the ATM Network and Deployment of ATMs Inside U.S. Stores7×
  3. 2Ito-Yokado’s Business Structural Reform and Closure of 40 Stores6×
  4. 3Strengthening the Dominant Position and Franchising of Convenience Stores in North America5×
  5. 4Omnichannel strategy integrating physical stores and online channels4×
  6. 5Concentrating management resources on the Japanese and U.S. convenience store businesses as a growth pillar4×
  7. 6Selection and concentration of areas and business formats, and concentration of resources on key stores in the Tokyo metropolitan area4×

★ 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.

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