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Three F (7544) · InitiativeFood delivery introduced at 276 stores, down from the previous period

Introduction of Food Delivery Services

First written in FY2021-Q3. 9 of 14 entries say "Advanced", first in FY2022. Latest entry: FY2027-H1.

14entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021-Q3 – FY2021RestatedFY2023-Q3AdvancedFY2024 – 2026-04-282021: 220212022: 220222023: 120232024: 320242025: 220252026: 42026
Same theme, other companies
Building New Sales Channels, Including Delivery and TakeoutA theme 37 companies write about · 0 as a headwind · 39 as a tailwind

The whole theme swung hardest in 2025: 2 of 14 companies on the "Worse" side.

1 other company's 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.
Showing 14 of the 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Food delivery introduced at 276 stores, down from the previous periodAnnual report

    「In store development, we opened no new stores and closed 1 store, resulting in a total of 324 stores at the end of the interim consolidated accounting period. The number of stores offering food delivery services was 276.」

    The number of stores that had introduced the food delivery service was 276, down by 1 store from 277 at the end of the previous period.
  2. FY2026277 stores using the service; 2 providers introducedAnnual report

    「For food delivery services, we have introduced Uber Eats and menu, and the number of stores offering these services has reached 277.」

    For food delivery, Uber Eats and menu were introduced, and the number of stores offering the services reached 277. Compared with the previously disclosed 266 stores offering services from 3 providers, the disclosure now refers to 2 providers.
  3. FY2026-H1AdvancedAnnual report

    「For food delivery services, in addition to Uber Eats, we began progressively introducing Wolt and menu from June 2025. As a result, the number of stores offering the services of the 3 providers reached 266.」

    In addition to the existing Uber Eats service, the company began progressively introducing Wolt and menu from June 2025, bringing the total number of stores offering services from the 3 providers to 266.
  4. FY2025AdvancedAnnual report

    「In addition, the number of stores offering food delivery services has increased to 267.」

    The number of stores offering food delivery services increased from 250 in the previous interim period to 267.
  5. FY2025-H1AdvancedAnnual report

    「In addition to completing the rollout of the AI.CO next-generation ordering system across the Lawson chain, we have expanded the number of stores offering food delivery services to 250.」

    The number of stores offering food delivery services was expanded to 250. The same sentence also states that the rollout of AI.CO across all stores was completed.
  6. FY2025-Q1AdvancedAnnual report

    「The number of stores offering food delivery services stood at 208 as of the end of the first quarter of the current consolidated fiscal period.」

    The number of stores offering food delivery services such as Uber Eats was increased from the previous fiscal year-end expansion policy to 208 as of the end of the first quarter.
  7. FY2024AdvancedAnnual report

    「Expanding the range of products available on Uber Eats through the introduction of a store inventory management system」

    In addition to the policy of expanding the number of stores offering Uber Eats, the company has identified a specific means of expanding the product range by introducing a store inventory management system.
  8. FY2023-Q3RestatedAnnual report

    「In terms of services, due to growing demand for food delivery, we are progressively expanding the number of stores offering Uber Eats.」

    We continue to expand the number of stores offering Uber Eats in response to demand for food delivery.
  9. FY2023-Q1AdvancedAnnual report

    「In terms of services, due to growing demand for food delivery, we have been progressively expanding the number of stores offering Uber Eats, which reached 150 as of the end of the first quarter of the current consolidated fiscal period.」

    The number of stores offering Uber Eats increased from 140 at the end of the previous fiscal year to 150 at the end of the first quarter.
  10. FY2022AdvancedAnnual report

    「In terms of services, as demand for food delivery services increased amid the COVID-19 pandemic, the company sequentially expanded the number of stores offering Uber Eats, reaching 140 stores at the end of the fiscal year.」

    The number of stores offering food delivery services was expanded to 140 by the end of the fiscal year.
  11. FY2021RestatedAnnual report

    「In addition, as a new initiative, we began introducing the food delivery service Uber Eats at 101 stores from mid-November.」

    The full-year disclosure reiterates the previous quarter's initiative of beginning to introduce Uber Eats at 101 stores from mid-November.
  12. FY2021-Q3First statedAnnual report

    「In addition, as a new initiative, we began introducing the food delivery service Uber Eats at 101 stores from mid-November.」

    Lawson Three F began introducing Uber Eats at 101 stores from mid-November, creating a new sales channel outside the stores.
Moved together

"Restructuring the Store Network and Conversion to the Lawson Brand" moved the same way as this thread, in the same document, in 9 of its 14 moves.

986444★123456
  1. ★This thread
  2. 1Restructuring the Store Network and Conversion to the Lawson Brand9×
  3. 2Closure of Unprofitable Stores and Expense Reduction8×
  4. 3Differentiation and Uniqueness of Original Products6×
  5. 4Driving store visits through time- and period-limited promotions4×
  6. 5Transition to a profitable business model4×
  7. 6Preparation for the Adoption of New Revenue Recognition, Fair Value Measurement and Other Accounting Standards4×

★ 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 Three F yet. It last moved in the General Meetings of Shareholders of 2026-04-28: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Introduction of Food Delivery Services | Three F Co.,Ltd. (7544) | Komori