Komori
Ride On Express Holdings (6082) · InitiativeAdvanced

Product Price Increases and Menu Revisions in Response to Deteriorating Procurement Conditions

First written in FY2022-Q3. 11 of 16 entries say "Advanced", first in FY2022. Latest entry: 2026-08-14.

16entries
5years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022 – FY2023-Q2RestatedFY2024-Q2 – FY2024-Q3AdvancedFY2024 – FY2026-H12022: 320222023: 420232024: 220242025: 220252026: 52026
Same theme, other companies
Review of Menus and Store Operations in Response to Rising Raw Material and Labor CostsA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「For the delivery sushi brand 「銀のさら」, the delivered meal brand 「釜寅」, and the delivery sushi brand 「すし上等」, the company substantially revised the menu, including its products and selling prices, from April 2025.」

    The company substantially revised product offerings and selling prices across 3 brands from April 2025, leading to improved productivity and optimized expenses.
  2. FY2026-H1AdvancedAnnual report

    「For the delivery sushi brand 「銀のさら」, the delivered meal brand 「釜寅」, and the delivery sushi brand 「すし上等」, the company substantially revised the menu, including its products and selling prices, from April 2025.」

    For the 3 brands, the company substantially revised the menu, including product offerings and selling prices, from April 2025. It explained that selling, general and administrative expenses decreased year on year due to improved productivity and optimized expenses following the menu revision.
  3. FY2025AdvancedAnnual report

    「In response to changes in procurement conditions caused by rising resource prices and the weaker yen, product prices were revised in October for the delivery sushi brand 「銀のさら」, the delivered meal brand 「釜寅」, and the delivery sushi brand 「すし上等!」.」

    To address deteriorating procurement conditions, prices were revised across 3 brands in October, which the company explained led to improvements in store costs and store productivity.
  4. FY2024AdvancedAnnual report

    「The improvement in store cost and labor-cost ratios resulting from price increases and other effects of the price revision carried out in the previous fiscal year, together with the change in the estimate for the provision for loyalty points following the completion of data analysis and preparation from the points management system upgraded in the previous fiscal year, resulted in an increase of ¥133 million versus plan, or 15.0% above plan.」

    The company disclosed the effects of the price revision as improvements in store cost ratios, labor-cost ratios and earnings structure, and ordinary profit exceeded plan by ¥133 million.
  5. FY2024-Q3RestatedAnnual report

    「Marketing costs have increased due to television commercials aired during peak periods and the aggressive implementation of the Deli Point initiative, among other factors. However, selling, general and administrative expenses decreased from the same quarter of the previous year, mainly because the March 2023 price revision improved the stores' earnings structure.」

    The company continues to explain that the March 2023 price revision improved the stores' earnings structure.
  6. FY2024-Q2RestatedAnnual report

    「Marketing costs have increased due to television commercials aired during peak periods and the aggressive implementation of the Deli Point initiative, among other factors. However, selling, general and administrative expenses remained at the same level as in the same quarter of the previous year, mainly because the March 2023 price revision improved the stores' earnings structure.」

    The company has reconfirmed its explanation that the March 2023 price revision improved the stores' earnings structure.
  7. FY2024-Q1AdvancedAnnual report

    「Marketing costs have increased due to television commercials aired during peak periods and the aggressive implementation of the Deli Point initiative, among other factors. However, selling, general and administrative expenses remained at the same level as in the same quarter of the previous year, mainly because the March 2023 price revision improved the stores' earnings structure.」

    The company has newly explained that the March 2023 price revision improved the stores' earnings structure.
  8. FY2023AdvancedAnnual report

    「In response to changes in procurement conditions caused by rising resource prices and the weaker yen, product prices were increased in October and March for the delivery sushi brand 「銀のさら」, the delivered meal brand 「釜寅」, and the delivery sushi brand 「すし上等!」.」

    To address deteriorating procurement conditions, prices were increased across 3 brands in October, followed by another price revision in March.
  9. FY2023-Q3RestatedAnnual report

    「In response to changes in procurement conditions caused by rising resource prices and the weaker yen, the company raised product prices from October for the delivery sushi brands “Gin no Sara,” the delivery meal brand “Kamatora” and the delivery sushi brand “Sushi Joto!”」

    The company continues to implement price increases across 3 brands from October in response to rising resource prices and the weaker yen.
  10. FY2023-Q2AdvancedAnnual report

    「In response to changes in procurement conditions caused by rising resource prices and the weaker yen, the company raised product prices from October for the delivery sushi brands “Gin no Sara,” the delivery meal brand “Kamatora” and the delivery sushi brand “Sushi Joto!”」

    To address rising resource prices and the weaker yen, the company specified that price increases from October applied to 3 brands: “Gin no Sara,” “Kamatora” and “Sushi Joto!”
  11. FY2022AdvancedAnnual report

    「In response to deteriorating procurement conditions caused by COVID-19, rising resource prices and other factors, the company raised the prices of certain products and revised its menu from October, and implemented further price revisions in March.」

    In addition to the October price increases for certain products and menu revisions, the company implemented further price revisions in March, adding measures to address deteriorating procurement conditions.
  12. FY2022-Q3First statedAnnual report

    「In response to worsening procurement conditions caused by COVID-19, higher resource prices and other factors, the company has raised the prices of some products and revised its menu since October.」

    The company has for the first time independently identified as a specific measure its implementation, from October, of price increases for certain products and menu revisions in response to deteriorating procurement conditions.
Moved together

"Quality Improvement and Product Differentiation" moved the same way as this thread, in the same document, in 11 of its 16 moves.

11108654★123456
  1. ★This thread
  2. 1Quality Improvement and Product Differentiation11×
  3. 2Expanding demand through new brands and services10×
  4. 3Product and Reservation Initiatives for the Year-End/New Year Peak Season8×
  5. 4Strengthening Web-Based Ordering, Store Operations and Dispatch Systems6×
  6. 5Product planning focused on supporting marine resource conservation activities and closed-cycle aquaculture technology5×
  7. 6One-to-One Marketing Using a Customer Database4×

★ 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 Ride On Express Holdings yet. It last moved in the Earnings of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.