Komori
Zensho Holdings (7550) · InitiativeReframed

Expansion of the fast-food business through the acquisition of all shares in Lotteria

First written in FY2023. 1 of 3 entries say "Achieved", first in FY2023. Latest entry: FY2026.

3entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAchievedFY2023 – FY2024-Q12023: 220232024: 020242025: 020252026: 12026
Same theme, other companies
Diversifying Foodservice Brands and Strengthening Product Development and Talent through M&AA theme 24 companies write about · 0 as a headwind · 38 as a tailwind

Zensho Holdings moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2018: 1 of 10 companies on the "Worse" side.

0 other companies' latest entry also says "Reframed".

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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「In this reporting segment, the company is reviewing its business-format mix and improving store operating efficiency based on the characteristics and growth potential of each format. As part of these efforts, it is converting stores to the hamburger chain ZETTERIA and has closed all stores of the Sanuki udon specialty restaurant Seto Udon and the cafe chain Moriva Coffee.」

    Following the acquisition of LOTTERIA, the fast-food business has progressed with a reorganization of its business formats, including conversions to ZETTERIA and the closure of all stores under existing brands.
  2. FY2024-Q1AdvancedAnnual report

    「In Japan, the Group also operates the hamburger chain LOTTERIA, which joined the Group on 1 April 2023, the tonkatsu specialty restaurant Katsu-an and the Musashino udon specialty restaurant Kyubey-ya, among others.」

    Following completion of the acquisition of all LOTTERIA shares, its results have been included in the current quarter as part of the Global Fast Food reporting segment from 1 April 2023.
  3. FY2023AchievedAnnual report

    「ZENSHO FAST HOLDINGS CO., LTD., a wholly owned subsidiary of the company, entered into a share transfer agreement with LOTTE HOLDINGS CO., LTD. to acquire all shares of LOTTERIA CO., LTD. at a meeting of its Board of Directors held on 16 February 2023, and acquired all shares on 1 April 2023.」

    The acquisition of all shares of LOTTERIA was completed on 1 April 2023. As of 1 January 2023, LOTTERIA had 358 stores, and synergies are expected in food procurement, logistics and store operations.
Moved together

"Expanding the scale of operations through aggressive store openings" moved the same way as this thread, in the same document, in 3 of its 3 moves.

322222★123456
  1. ★This thread
  2. 1Expanding the scale of operations through aggressive store openings3×
  3. 2Delayed Recovery in Personal Consumption and the Challenging Operating Environment for the Food-Service Industry2×
  4. 3Strengthening Product Offering and Menu Lineup2×
  5. 4Share Buybacks and Shareholder Returns2×
  6. 5Declining Revenue and Operating Profit in the Food Service Business Due to Prolonged Pandemic Impact2×
  7. 6Fair Management System and Oversight by Outside Officers2×

★ 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 Zensho Holdings yet.
News
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