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Three F (7544) · InitiativeAdvanced

Differentiation and Uniqueness of Original Products

First written in FY2017-Q1. 27 of 34 entries say "Advanced", first in FY2017. Latest entry: FY2027-H1.

34entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021-Q2 – FY2024-Q2AdvancedFY2025-Q1 – FY2027-H12016: 220162017: 320172018: 220182019: 420192020: 320202021: 420212022: 220222023: 320232024: 320242025: 120252026: 72026
Same theme, other companies
Product Differentiation Through Original and Collaborative ProductsA theme 20 companies write about · 0 as a headwind · 21 as a tailwind

The whole theme swung hardest in 2023: 1 of 8 companies on the "Worse" side.

14 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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「To strengthen sales of Lawson Three F’s original products, we systematically introduced new varieties of yakitori, a specialty baked in-store since the Three F era. In addition, we conducted discount campaigns for “Mochi Ponyo” and volume-increase campaigns for “chilled boxed meals” and “prepared dishes,” contributing to stronger brand appeal and higher sales.」

    The company stated that it had systematically introduced new yakitori products and conducted discount and volume-increase campaigns for Mochi Ponyo, chilled boxed meals and prepared foods, contributing to brand appeal and higher sales.
  2. FY2026AdvancedAnnual report

    「On the product front, sales of key daily products such as rice-based meals and bakery products grew substantially as we strengthened the assortment on an ongoing basis using AI.CO, centered on Lawson's 50th-anniversary promotions. For Lawson Three F's original products, planned launches of new yakitori products, a Three F tradition of yakitori baked in-store, drove sales. We also began selling doria prepared to deliver the texture and flavor distinctive to chilled products, and continued efforts to attract new customer segments. In addition, discount campaigns for yakitori and Mochi Ponyo and volume-increase campaigns for chilled boxed meals and prepared side dishes strengthened brand appeal and contributed to higher sales.」

    The company strengthened its assortment using AI.CO, made planned launches of new yakitori products, began selling the chilled product doria, and ran discount and volume-increase campaigns, advancing sales and brand promotion for its original products.
  3. FY2026-H1AdvancedAnnual report

    「For Lawson Three F's original products, the revival sale of KUI Chicken Stick, which was popular during the Three F era, and strong sales of new products such as Adult Chicken Tsukune Stick Black Pepper contributed to higher sales, as did discount campaigns for yakitori and Mochi Ponyo and volume-increase campaigns for chilled boxed meals and prepared side dishes.」

    For original products, the company held a revival sale of KUI Chicken Stick, launched the new product Adult Chicken Tsukune Stick Black Pepper, and ran discount and volume-increase campaigns for existing products, contributing to higher sales.
  4. FY2025-H1AdvancedAnnual report

    「For Lawson Three F's original products, expanding the number of prepared-side-dish items, renewing yakitori and launching the negitoro half-cooked egg rice bowl aimed at attracting new customers drove sales. Various discount campaigns for chilled boxed meals and Mochi Ponyo also contributed to sales growth and customer traffic.」

    The number of prepared-side-dish items was expanded, yakitori was renewed and sales of the negitoro half-cooked egg rice bowl began. Discount campaigns for existing products also contributed to higher sales and customer traffic.
  5. FY2025-Q1AdvancedAnnual report

    「For Lawson Three F's original products, renewed yakitori and the newly launched negitoro half-cooked egg rice bowl drove sales, while various discount campaigns for chilled boxed meals and Mochi Ponyo contributed to higher sales and customer traffic.」

    The original yakitori product was renewed and sales of the negitoro half-cooked egg rice bowl began. Discount campaigns for chilled boxed meals and Mochi Ponyo also contributed to sales growth and customer traffic.
  6. FY2024-Q3RestatedAnnual report

    「On the product front, in addition to the recovery in customer numbers driven by Lawson's active sales-promotion activities, in-store promotion of Lawson Three F's original products proved effective, and sales of chilled boxed meals, yakitori and prepared side dishes continued to perform well.」

    In-store promotion of Lawson Three F's original products continued to support strong sales of chilled boxed meals, yakitori and prepared side dishes.
  7. FY2024-Q2AdvancedAnnual report

    「We also began selling "Yokohama Croquettes," made with potatoes harvested in Yokohama. In addition to the synergistic effect of purchases made together with rice balls and prepared side dishes, the product helped lift sales of in-store prepared foods.」

    Sales of "Yokohama Croquettes," made with potatoes produced in Yokohama, began and helped lift sales through complementary purchases with other in-store prepared foods.
  8. FY2024-Q1AdvancedAnnual report

    「On the product front, sales of key categories such as gooz coffee, bakery products, rice balls and prepared side dishes remained strong. As various events resumed, expanding the assortment of products meeting leisure demand, including soft-serve ice cream and snack-style prepared side dishes, contributed to growth in sales and customer numbers. We also expanded the range of price points and encouraged cross-category purchases rather than single-item purchases, helping secure sales opportunities.」

    gooz expanded its assortment of soft-serve ice cream and snack-style prepared side dishes to meet leisure demand, broadened its price range and encouraged cross-category purchases.
  9. FY2023-Q3AdvancedAnnual report

    「On the product front, sales of key products such as gooz coffee, rice balls and bakery products remained strong. We also actively developed products tailored to the recovery in foot traffic and leisure demand, including completely renewed bakery products and soft-serve ice cream, specialty-store katsu sandwiches and character products for families, and sales of these products also remained strong. In addition, to address purchase restraint caused by price increases, we expanded the assortment of low-priced ambient-temperature prepared side dishes and encouraged customers to purchase them together with items such as rice balls, helping secure sales opportunities.」

    gooz completely renewed its bakery products and soft-serve ice cream and rolled out and expanded katsu sandwiches, character products and low-priced ambient-temperature prepared side dishes, responding to recovering demand and purchase restraint caused by price increases.
  10. FY2023-Q1AdvancedAnnual report

    「On the product front, sales of key products such as gooz coffee, rice balls and bakery products remained strong. We also actively developed products tailored to the recovery in foot traffic and leisure demand, including a complete renewal of soft-serve ice cream, specialty-store katsu sandwiches and character products for families, and sales of these products also remained strong. In addition, we began selling the new "Hot Select Lunch" to mitigate the impact of weaker consumer sentiment in response to higher prices.」

    gooz completely renewed its soft-serve ice cream and began rolling out new products, including katsu sandwiches, character products and "Hot Select Lunch."
  11. FY2022-Q3AdvancedAnnual report

    「Among our other original products, growth in sales of chilled boxed meals and chilled sushi has been slowing as demand shifts from prepared meals back to dining out. However, yakitori sales have continued to exceed the previous year's level, supported by an expanded assortment and revised sales methods in response to the COVID-19 pandemic. In addition, we began selling prepared side dishes in mid-September as a new original-product category. We brought back products that had been popular at Three F, offering long-standing customers a sense of nostalgia and new customers the distinctive taste of Three F, and sales have also remained strong.」

    The assortment of yakitori was expanded and its sales methods were revised, maintaining sales above the previous year's level. In mid-September, sales of prepared side dishes began as a new original-product category, including the revival of Three F products.
  12. FY2022-Q2AdvancedAnnual report

    「On the product front, in response to increasingly diverse customer food needs, we began selling distinctive in-store prepared foods, including meat alternatives made with soy-based meat, fresh-vegetable dishes and substantial large-portion menus. For weekend leisure travelers, we expanded the assortment of recommended baked and imported confectionery to be enjoyed with gooz coffee, and offered desserts such as the popular maritozzo and parfaits, developing products to meet changes in store usage and the needs of new customer segments.」

    gooz began selling in-store prepared foods such as soy-based meat, fresh vegetables and large-portion menus, and expanded its offerings of baked and imported confectionery, maritozzo and parfaits to meet new usage patterns and customer segments.
  13. FY2022-Q1AdvancedAnnual report

    「On the product front, fresh-produce sales declined slightly after rising substantially last year amid the COVID-19 pandemic, while sales of our original chilled boxed meals and chilled sushi continued to exceed the previous year's level. Yakitori sales also grew substantially as non-contact sales using food packs and discount sales proved effective.」

    Sales of the original chilled boxed meals and chilled sushi continued to exceed the previous year's level, while yakitori sales grew substantially through non-contact sales and discount campaigns.
  14. FY2021AdvancedAnnual report

    「Among our original products, sales continued to exceed the previous year's level, supported by substantial growth in chilled sushi sales in addition to the well-received chilled boxed meals. For yakitori, face-to-face sales struggled as customer purchasing behavior changed, so we strengthened non-contact sales using food packs and held the first ¥100-each sale since the brand conversion.」

    Chilled sushi sales grew and remained above the previous year's level. For yakitori, non-contact sales using food packs were strengthened and the first ¥100-each sale since the brand conversion was held.
  15. FY2021-Q3AdvancedAnnual report

    「Among our original products, sales continued to exceed the previous year's level, supported by substantial growth in chilled sushi sales in addition to the well-received chilled boxed meals. For yakitori, as face-to-face sales from display fixtures in front of the registers struggled, we worked to strengthen non-contact sales using food packs.」

    Within the original product assortment, chilled sushi sales grew and remained above the previous year's level. For yakitori, non-contact sales using food packs were strengthened in response to weak face-to-face sales.
  16. FY2021-Q2AdvancedAnnual report

    「On the product front, fresh produce and books, among Lawson Three F's distinctive features, matched changes in customer usage patterns and contributed to new reasons to visit and higher average spend per customer. In addition, the installation of additional frozen and refrigerated cases at the time of the brand conversion proved effective, and frozen-food sales grew substantially as demand for prepared meals increased.」

    The distinctive assortment of fresh produce and books contributed to new reasons to visit and higher average spend per customer, while frozen-food sales grew substantially through the use of the additional frozen and refrigerated cases.
  17. FY2021-Q1RestatedAnnual report

    「On the product front, fresh produce and books, among Lawson Three F's distinctive features, matched changes in the operating environment, supporting sales through new reasons to visit and higher average spend per customer. In addition, the installation of additional frozen and refrigerated cases at the time of the brand conversion proved effective and led to higher frozen-food sales.」

    Lawson Three F continues to promote its distinctive assortment, including fresh produce and books, as well as frozen-food sales supported by the additional frozen and refrigerated cases installed at the time of the brand conversion.
  18. FY2020-Q3RestatedAnnual report

    「Operationally, sales of key products such as handmade rice balls and boxed meals performed well and exceeded the previous year's level after we reviewed the production process for in-store prepared foods and improved their appeal. At highway service-area stores, we offered recommended souvenir products from across Japan during the long holiday period, and stimulated latent customer demand by beginning to carry popular products from well-regarded local shops and soft-serve ice cream made with local ingredients.」

    gooz continues to review its in-store prepared-food processes and develop regional products and products made with local ingredients, supporting strong sales.
  19. FY2020-Q2AdvancedAnnual report

    「Operationally, sales of key products such as handmade rice balls and boxed meals performed well and exceeded the previous year's level after we reviewed the production process for in-store prepared foods and improved their appeal. At highway service-area stores, we offered recommended souvenir products from across Japan during the long holiday period, and stimulated latent customer demand by beginning to carry popular products from well-regarded local shops and soft-serve ice cream made with local ingredients.」

    gooz reviewed the production process for in-store prepared foods, resulting in sales of handmade rice balls and boxed meals exceeding the previous year's level. It also introduced regional products and soft-serve ice cream made with local ingredients, expanding its product offering.
  20. FY2020-Q1AdvancedAnnual report

    「As a next-generation convenience-store format, our gooz business has focused on developing and rolling out products suited to how each store is used. In particular, at our highway service-area stores, we offered recommended souvenir products from across Japan during the 10-day Golden Week holiday period, and began selling soft-serve ice cream made with local ingredients. These efforts successfully stimulated latent customer demand and helped lift sales overall.」

    gooz advanced product development and rollout according to how each store is used. At highway service-area stores, it introduced souvenir products from across Japan and soft-serve ice cream made with local ingredients, helping lift sales.
  21. FY2019AdvancedAnnual report

    「To further differentiate ourselves from convenience stores, we improved the appeal of key in-store prepared foods, including handmade rice balls and boxed meals, by reviewing ingredients and paying closer attention to visual presentation and other extra touches in the manufacturing process.」

    gooz made specific improvements to its in-store prepared foods, including reviewing ingredients, enhancing visual presentation and adding extra touches in the manufacturing process.
  22. FY2019-Q3AdvancedAnnual report

    「At our gooz business, we renewed in-store prepared foods, centered on standard items, to further differentiate ourselves from convenience stores. For standard items such as fried-chicken and hamburger steak boxed meals, we improved product appeal by adding extra touches, including using raw meat, cracking eggs for fried eggs and enhancing visual presentation. We also revamped our sales-promotion tools to highlight the appeal of handmade, freshly prepared products made in-store.」

    gooz renewed its standard in-store prepared foods, introducing specific improvements such as raw meat, fried eggs made by cracking eggs and enhanced visual presentation, and revamped its sales-promotion tools.
  23. FY2019-Q2AdvancedAnnual report

    「At our gooz business, we revised the product mix as the number of customers making routine weekday purchases increased. We enhanced the assortment of in-store prepared foods, including personalized koppe-pan rolls with fillings selected to customers' preferences and substantial boxed meals for truck drivers, pursuing the enjoyment of having choices without becoming tired of the selection even with daily use.」

    gooz revised its product mix and specifically expanded its in-store prepared-food assortment, including koppe-pan rolls with selectable fillings and boxed meals for drivers.
  24. FY2018RestatedAnnual report

    「We prepare bakery products and boxed meals in-store and emphasize their freshness, developing stores as a next-generation convenience-store format that conveys warmth, comfort and relaxation and meets the needs of customers who are not satisfied with the assortment offered by conventional convenience stores.」

    The operating policy for the distinctive format, featuring bakery products and boxed meals prepared in-store and emphasizing freshness, remains unchanged.
  25. FY2018-Q1AdvancedAnnual report

    「On the product front, we focused on prepared foods, a market expanding as household sizes decline and the number of dual-income couples increases. Under the concept "An easy, delicious addition to the dinner table," we launched the new "Okazutei" brand, expanded the evening and nighttime assortment and ambient-temperature packaged sales, and promoted these offerings to customers. We also actively developed products likely to attract attention, including boxed meals and prepared foods launched in collaboration with the popular film "Cheer☆Dan," and desserts and bakery products created in collaboration with Morinaga Milk Caramel.」

    We launched the new prepared-foods brand "Okazutei," expanded the evening and nighttime assortment and ambient-temperature sales, and developed collaboration products with film and confectionery brands.
  26. FY2017AdvancedAnnual report

    「In addition, as a joint pilot project with CREATE CORPORATION S.D., we began testing the sale of original products popular at Three F, including chilled boxed meals and the popular dessert Mochi Ponyo, at selected "Kusuri Create" stores.」

    A joint pilot project began to sell existing original products at selected "Kusuri Create" stores, demonstrating concrete progress in expanding the distribution of these products.
  27. FY2017-Q3RestatedAnnual report

    「As part of our sales promotions, we continued initiatives to attract more customers, including the evening discount campaign "Night Discount," which offers discounts on items such as oden, rice balls and desserts during designated evening and nighttime hours, and the limited-time "Yakitori Festival" campaign, which offers counter foods such as yakitori, finished in dedicated in-store ovens, at attractive prices.」

    Promotional activities using distinctive products such as yakitori prepared in dedicated ovens remain ongoing. Specific time- and period-limited initiatives have been organized in a new thread.
  28. FY2017-Q2RestatedAnnual report

    「On the product front, we continued to provide customers with an enjoyable, fresh shopping experience by expanding an assortment that leverages Three F's distinctive offerings, including stores specializing in fresh produce and books, small-batch products and locally focused products that are difficult to find at other chains, while actively proposing new products and seasonal and event-related items.」

    Measures to expand Three F's distinctive assortment, including fresh produce and book-focused stores, small-batch products and locally focused products, remain ongoing.
  29. FY2017-Q1First statedAnnual report

    「We have pursued differentiation and distinctiveness in original products, including yakitori baked in ovens inside the stores, multiple flavors of Mochiponyo, and products created in collaboration with popular films and well-known local establishments.」

    Product differentiation is being advanced through in-store preparation, expanded flavor offerings and collaborations with films and well-known local establishments.
Moved together

"Restructuring the Store Network and Conversion to the Lawson Brand" moved the same way as this thread, in the same document, in 24 of its 34 moves.

24169666★123456
  1. ★This thread
  2. 1Restructuring the Store Network and Conversion to the Lawson Brand24×
  3. 2Closure of Unprofitable Stores and Expense Reduction16×
  4. 3Transition to a profitable business model9×
  5. 4Driving store visits through time- and period-limited promotions6×
  6. 5Introduction of Food Delivery Services6×
  7. 6Seven-Year Medium- to Long-Term Management Plan and Ongoing Improvement in Average Daily Sales per Store6×

★ 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 Earnings of 2026-10-08: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Differentiation and Uniqueness of Original Products | Three F Co.,Ltd. (7544) | Komori