Komori
Watami (7522) · InitiativeAdvanced

Fixed-cost reductions through the integration and consolidation of home-delivery meal plants and asset transfers

First written in FY2021-Q3. 3 of 7 entries say "Advanced", first in FY2021. Latest entry: 2026-08-14.

7entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – 2026-06-052021: 320212022: 120222023: 020232024: 020242025: 020252026: 32026
Same theme, other companies

32 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 69 companies compared. The sentences above are computed from all 69.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14AdvancedResults

    「このような厳しい経済環境の中、当社は「好い日の御膳」を手頃な価格で提供することで食数増加につなげた結果、増収となりましたが、原材料高等の影響により減益となっております。」

    高齢者向け新商品の投入が食数増加・増収につながった一方、原材料高等により減益となった。
  2. FY2026AdvancedAnnual report

    「The market for the home-delivery meal business is expanding as society ages, while the competitive environment is intensifying due to an increase in new entrants and other factors. Alongside efforts to strengthen product capabilities, review its area strategy and reinforce corporate sales, the company will use the frozen-food plant built in Amagasaki to further develop its frozen home-delivery business and provide high-quality, low-priced products suited to an inflationary environment, thereby developing the market by acquiring new customers and expanding its market share.」

    The company sets out specific measures to use the frozen-food plant in Amagasaki to develop its frozen home-delivery business, expand high-quality, low-priced products and acquire new customers.
  3. 2026-06-05First statedGeneral Meetings of Shareholders

    「宅食事業は、これからの少子高齢化や多様な働き方によって高まる在宅需要に対応するため、冷凍総菜宅配サービスの拡大及びインフレ環境における低価格商品の販売など、利用者ニーズに応じた継続的な成長基盤の整備が必要であると考えております。」

    冷凍総菜宅配サービスの拡大、低価格商品の販売、高齢者向け新商品「好い日の御膳」を新たな宅食施策として記載している。
  4. FY2022-Q3RestatedAnnual report

    「The effects of fixed-cost reductions from productivity improvements through the transfer of assets at 4 plants during the previous consolidated fiscal year also contributed.」

    The company reconfirms that productivity improvements and fixed-cost reductions resulting from the transfer of assets at 4 plants carried out during the previous consolidated fiscal year contributed to higher sales and profit in the home-delivery meal business.
  5. FY2022-Q1RestatedAnnual report

    「The effects of fixed-cost reductions from productivity improvements through the transfer of assets at 4 plants during the previous consolidated fiscal year also contributed.」

    The company reconfirms that productivity improvements and fixed-cost reductions resulting from the transfer of assets at 4 plants carried out during the previous consolidated fiscal year contributed to higher profit in the home-delivery meal business. No milestone for another plant transfer is indicated.
  6. FY2021AdvancedAnnual report

    「The company is also working to reduce fixed costs by improving productivity through the transfer of assets at 4 plants.」

    The company pursued the integration and consolidation of home-delivery meal plants, as well as productivity improvements and fixed-cost reductions through the transfer of assets at 4 plants.
  7. FY2021-Q3First statedAnnual report

    「In addition to the number of prepared meals delivered exceeding the previous year, the integration and consolidation of home-delivery meal plants, including through the transfer of assets at the Nagasaki plant, resulted in net sales of ¥27,705 million, up 105.1% year on year, and segment profit of ¥2,380 million, up 145.0%.」

    The company is describing the integration and consolidation of home-delivery meal plants through the transfer of assets at the Nagasaki plant and other measures, linking these efforts to higher sales and profit in the home-delivery meal business.
Moved together

"Improving the cost structure and closing unprofitable domestic food-service locations" moved the same way as this thread, in the same document, in 3 of its 7 moves.

332222★123456
  1. ★This thread
  2. 1Improving the cost structure and closing unprofitable domestic food-service locations3×
  3. 2Transfer of collection operations and downsizing of the livestock division in the agriculture business3×
  4. 3Domestic restaurant sales at existing stores above 100% year on year and a return to profitability2×
  5. 4Rebuilding domestic food-service brands and changing business formats2×
  6. 5New formats, prime locations and localization in overseas restaurants2×
  7. 6Contraction of the domestic restaurant market and intensifying competition2×

★ 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
Watami's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results 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.