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TORIDOLL Holdings (3397) · FactExtended consecutive period of exceeding the previous year

Higher average spend per customer driven by higher-value-added products and price increases

First written in FY2017-Q1. 3 of 9 entries say "Restated". Latest entry: FY2019-Q2.

9entries
3years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2017ReframedFY2018-Q1 – FY2018-Q3OtherFY2018 – FY2019-Q22016: 220162017: 320172018: 42018
Same theme, other companies
Sales growth driven by rising average spend per customer in the food service industryA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

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.
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  1. FY2019-Q2Extended consecutive period of exceeding the previous yearAnnual report

    「In the food service industry, although natural disasters such as earthquakes and typhoons during the cumulative second quarter of the current consolidated fiscal year affected customer traffic, revenue exceeded the previous year's level for 25 consecutive months, driven by price revisions and higher average spending per customer.」

    Food-service industry sales exceeded the previous year for 25 consecutive months, driven by price revisions and higher average spend per customer.
  2. FY2019-Q1Extended consecutive period of exceeding the previous yearAnnual report

    「In the food service industry, higher average spending per customer, driven by higher-value-added menu items and price revisions, supported sales, which exceeded the previous year's level for 22 consecutive months.」

    Higher average spend per customer driven by premium menus and price revisions continued, and food-service industry sales exceeded the previous year for 22 consecutive months.
  3. FY2018RestatedAnnual report

    「In the food-service industry, relatively high-priced menus such as promotional and limited-time menus performed steadily across formats including fast food and family restaurants, raising average spend per customer, and total sales exceeded the previous year for 19 consecutive months.」

    It continues to cite higher average spend per customer driven by relatively high-priced promotional and limited-time menus, and total food-service market sales exceeding the previous year.
  4. FY2018-Q3ReframedAnnual report

    「In the food-service industry, relatively high-priced menus such as promotional and limited-time menus performed steadily across formats including fast food and family restaurants, raising average spend per customer, and total sales exceeded the previous year for 16 consecutive months.」

    The description of the food-service market has shifted to the steady performance of relatively high-priced promotional and limited-time menus, higher average spend per customer and total sales exceeding the previous year for 16 consecutive months.
  5. FY2018-Q2ReframedAnnual report

    「In the food-service industry, campaigns such as promotional, regional-specialty and seasonal menus performed well across formats including fast food and family restaurants, and total sales exceeded the previous year for 13 consecutive months.」

    The description of the food-service market has shifted from higher average spend per customer driven by premium products and price revisions to strong campaigns featuring promotional, regional-specialty and seasonal menus, and total sales exceeding the previous year for 13 consecutive months.
  6. FY2018-Q1ReframedAnnual report

    「In the food-service industry, promotional menus emphasizing generous portions and set menus targeting individual customers were well received across formats, and total sales exceeded the previous year for 10 consecutive months.」

    The description of the market environment has shifted from higher average spend per customer driven by premium products and price revisions to strong customer response to generous promotional menus and set menus for individual customers.
  7. FY2017RestatedAnnual report

    「Although the food-service industry expected personal consumption to recover as the economy improved, with major fast-food chains successively introducing relatively high-priced promotional menus to raise average spend per customer, demand did not achieve a full recovery because of economic uncertainty, and the operating environment remained challenging.」

    It describes the food-service market environment as one of higher average spend per customer driven by the introduction of high-priced menus, alongside delayed demand recovery.
  8. FY2017-Q2RestatedAnnual report

    「In the food service industry, high-value-added products continued to be well received, and menu revisions led to price increases, among other factors, causing average spending per customer overall to rise. Meanwhile, in August, the Rio de Janeiro Olympics and a succession of typhoons dampened customer traffic, and total sales across the food service market fell below the previous year for the first time in 9 months since November of the previous year.」

    It continues to cite strong support for premium products and higher average spend per customer due to price revisions, while also indicating that the food-service market as a whole remained below the previous year.
  9. FY2017-Q1First statedAnnual report

    「Premium products continued to be well received, while price revisions accompanying menu revisions also contributed to higher average spend per customer overall. At the same time, intense competition extending across industry boundaries continued.」

    It describes a market environment in which average spend per customer across the food-service industry increased due to strong support for premium products and price revisions accompanying menu revisions.
Moved together

"Occurrence of Unprofitable Stores and Impairment Losses" moved the same way as this thread, in the same document, in 3 of its 9 moves.

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  1. ★This thread
  2. 1Occurrence of Unprofitable Stores and Impairment Losses3×
  3. 2Uncertainty in Overseas Economies Due to the Slowdown in the Chinese Economy and the UK's Decision to Leave the EU3×

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TORIDOLL Holdings's next results are scheduled for 2026-11-13. Read the earnings preview
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