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Poplar (7601) · FactAdvanced

Improving Sales by Category Through In-Home Meal Innovation Products

First written in FY2017-Q1. 26 of 31 entries say "Advanced", first in FY2017. Latest entry: 2026-10-14.

31entries
11years
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ProgressHeldSoftenedWorseAdvancedFY2017 – FY2019-Q3ReframedFY2020AdvancedFY2023-Q2 – 2026-10-142016: 220162017: 420172018: 420182019: 420192020: 120202021: 020212022: 120222023: 320232024: 420242025: 220252026: 62026
Same theme, other companies
Category sales improvement through ready-to-eat food innovation productsA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

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

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  1. 2026-10-14AdvancedFinancial results

    「As a result, same-store sales at the Group's stores for the six months ended 30 September were 101.9% of the previous year's level, while factory sales, including frozen foods, grew to 105.8% of the previous year's level.」

    既存店売上が前年同期比101.9%、冷凍食品を含む工場売上が前年同期比105.8%となった。
  2. FY2027-H1AdvancedAnnual report

    「As a result, same-store sales at the Group's stores for the six months ended 30 September were 101.9% of the previous year's level, while factory sales, including frozen foods, grew to 105.8% of the previous year's level.」

    Same-store store sales were 101.9% year on year, while factory sales, including frozen foods, were 105.8%, providing new measurements of improving sales at stores and factories.
  3. 2026-07-10AdvancedFinancial results

    「At the company-owned factory, sales of bento and prepared foods to drugstores and other customers grew as the customer base expanded, reaching 137.0% of the previous year. Sales of fully cooked frozen prepared foods to geriatric health services facilities also grew sharply to 168.0% of the previous year.」

    The company added quarterly results by channel and category for bento and prepared foods sold to external businesses and frozen prepared foods sold to geriatric health services facilities.
  4. FY2026AdvancedAnnual report

    「Same-store sales for the fiscal year were 104.9% of the previous year's level. Sales in the frozen-food segment grew substantially to 234% of the year-earlier level. Sales of boxed meals and prepared foods to external retail operators also recorded strong growth of 197% year on year, driven by efforts to expand sales channels.」

    In addition to same-store sales of 104.9% year on year, the company reported new results by category and sales channel, including 234% for the frozen-food segment and 197% for boxed meals and prepared foods sold to external retail operators.
  5. FY2026-H1AdvancedAnnual report

    「Store sales remained strong, with same-store sales at 106.5% of the year-earlier level, mainly due to continued increases in selling prices. Sales of products manufactured at the company's own factories also grew substantially, as sales of boxed meals and frozen prepared foods to external businesses increased significantly following the establishment of a system for higher production and the development of new sales channels.」

    Same-store sales were 106.5% year on year, while sales of boxed meals and frozen prepared foods to external businesses at the company's own factories increased significantly against a backdrop of higher production capacity and the development of new sales channels.
  6. FY2025AdvancedAnnual report

    「As a result, same-store sales were 103.4% of the year-earlier level, exceeding the previous year and remaining strong.」

    Same-store sales in the Smart Store business were 103.4% year on year, providing new annual results showing improvement in category and store sales.
  7. FY2025-H1AdvancedAnnual report

    「As a result, same-store sales were 102.7% of the previous year's level and remained strong, exceeding the previous year for 30 consecutive months.」

    Same-store sales in the Smart Store business were 102.7% of the previous year's level, extending the period of exceeding the previous year from the 27 months previously reported to 30 months.
  8. FY2025-Q1AdvancedAnnual report

    「Same-store sales for the business operated at facilities under the Poplar and Seikatsu Saika brands, the Smart Store business, were 102.9% of the previous year's level and remained strong, exceeding the previous year for 27 consecutive months.」

    Same-store sales in the Smart Store business were 102.9% of the previous year's level, marking the 27th consecutive month of exceeding the previous year.
  9. FY2024AdvancedAnnual report

    「Same-store sales in the Smart Store business operated at facilities under the Poplar and Seikatsu Saika brands were 107.3% year on year, extending the recovery with sales exceeding the year-earlier level for 24 consecutive months.」

    Same-store sales in the Smart Store business were 107.3% year on year, marking the 24th consecutive month of exceeding the previous year.
  10. FY2024-Q3AdvancedAnnual report

    「For the nine months ended 30 November, same-store sales for the business operated at facilities under the Poplar and Seikatsu Saika brands, the Smart Store business, were 109.8% of the year-earlier level, exceeding the previous year for 20 consecutive months since April 2022.」

    Same-store sales in the Smart Store business were 109.8% year on year, marking a new record of exceeding the previous year for 20 consecutive months since April 2022.
  11. FY2024-Q2AdvancedAnnual report

    「For the six months ended 31 August, same-store sales for the business operated at facilities under the Poplar and Seikatsu Saika brands were 109.8% of the year-earlier level on a cumulative consolidated basis, significantly exceeding the previous year as foot traffic recovered. Compared with 2019, before the spread of COVID-19, sales stood at 81.6%; although they continued to recover gradually, it will still take time to return to pre-pandemic levels.」

    Same-store sales at stores located within facilities recovered to 109.8% year on year, but remained at 81.6% of the 2019 level, with the latest figures showing that recovery is still under way.
  12. FY2024-Q1AdvancedAnnual report

    「For the quarter ended 31 May, same-store sales for the business operated at facilities under the Poplar and Seikatsu Saika brands were 109.9% of the year-earlier level on a cumulative consolidated basis, significantly exceeding the previous year as foot traffic recovered. Compared with 2019, however, sales were 80.9%, as hospital visitation restrictions and restrictions on Chinese tourists leaving the country continued to have an impact, and it will still take time to return to pre-COVID levels.」

    Same-store sales at stores located within facilities improved to 109.9% year on year, but remained at 80.9% of the 2019 level, making clear that recovery is still under way.
  13. FY2023AdvancedAnnual report

    「The business operating stores within facilities under the Poplar and Seikatsu Saika brands continued to recover as foot traffic recovered following the easing of activity restrictions. Same-store sales for the current consolidated fiscal year reached 105.6% of the previous year. However, at facility-based stores opened as part of the company's strategic policy, sales were 83.6% of pre-COVID levels at the end of the consolidated fiscal year, indicating that a full recovery will take time.」

    Same-store sales in the Smart Store business recovered to 105.6% of the previous year, while sales versus pre-COVID levels remained at 83.6%, providing specific detail on recovery by location.
  14. FY2023-Q2AdvancedAnnual report

    「The business operating stores within facilities under the Poplar and Seikatsu Saika brands continued to recover as foot traffic recovered from late March. Same-store sales for the cumulative second quarter of the current consolidated period reached 104.0% of the previous year. However, because many stores are located in limited trading areas, sales compared with pre-COVID levels remained at 60% for hotel and school stores and 80% for hospital stores, indicating that recovery is still under way.」

    Same-store sales in the Smart Store business recovered to 104.0% of the previous year, while sales versus pre-COVID levels remained at 60% for hotel and school stores and 80% for hospital stores, providing specific detail on recovery by category and location.
  15. FY2020ReframedAnnual report

    「Total Fast food 6,891,308 33.5 97.1 Processed foods 4,183,633 20.3 96.9 Fresh foods 3,676,149 17.9 95.0 Non-food 5,397,899 26.2 98.3 Services and other 441,142 2.1 94.9 Total 20,590,134 100.0 96.9」

    Sales by product category were below 100% of the previous year in every category—fast food, processed foods, fresh foods, non-food, and services and other—with total sales at 96.9%. In contrast to the previous descriptions of improvement in prepared foods and individual categories, the current year shows an overall decline from the previous year.
  16. FY2020-Q2AdvancedAnnual report

    「The longer sales period increased the volume of products on display, particularly in the evening and late-night periods, producing a certain degree of improvement in sales and reducing disposal losses.」

    The company reported that extending the sales period for prepared foods increased product volume during the evening and late-night periods and had a certain effect on increasing sales and reducing disposal losses.
  17. FY2020-Q1AdvancedAnnual report

    「In the Popben category, one of the company's core products, which consists of store-cooked rice served in a bento, the freshly prepared Popben, filled with freshly fried chicken and other items cooked in the store fryer, continued to drive performance. Same-store sales remained strong at 100.6% of the year-earlier period.」

    The company reported a new category result of 100.6% of the previous year for same-store sales, driven by freshly prepared Popben.
  18. FY2019RestatedAnnual report

    「Sales of freshly prepared Popben, filled with freshly fried chicken cooked in the store fryer, continued to perform strongly and drove the Popben category overall.」

    The company continues to recognize that freshly prepared Popben is performing well and driving the Popben category overall.
  19. FY2019-Q3AdvancedAnnual report

    「Sales of freshly prepared Popben, filled with freshly fried chicken cooked in the store fryer, continued to grow substantially and drove the Popben category overall, which performed strongly at 101.7% of the previous year.」

    The company reported a new category result of 101.7% of the previous year for the Popben category, driven by growth in sales of freshly prepared Popben.
  20. FY2019-Q2AdvancedAnnual report

    「As a result, the Popben category, the company's core product of store-cooked rice packed into a bento, performed strongly, driven by freshly prepared Popben, filled with freshly fried chicken cooked in the store fryer, at 123% of previous-year same-store sales. Popben overall was at 102% of the previous year.」

    For the Popben category, the company reported new category results of 123% of the previous year for freshly prepared Popben and 102% for Popben overall.
  21. FY2019-Q1AdvancedAnnual report

    「As a result of initiatives in sales and products, same-store sales during the first quarter of the current consolidated cumulative period were strong in the rice-ball category at 99.8% of the previous year and the bento category at 103.2%. However, same-store daily sales were 98.2% of the previous year in March and 98.0% in April due to weak sales of books and cards. In May, same-store daily sales were 96.4% of the previous year, as sales of ice cream and chilled noodles stagnated due to severe weather and tobacco sales declined.」

    The company reported category results of 99.8% for rice balls and 103.2% for bentos, while also citing weak sales of books and cards, ice cream and chilled noodles, and tobacco, presenting both category strengths and weaknesses.
  22. FY2018AdvancedAnnual report

    「Prepared-food sales remained strong through the third quarter, with same-store sales reaching 102.4% of the previous year. However, in the fourth quarter, sales of ice cream and beverages fell to 96.2% of the previous year due to the severe impact of cold waves and bad weather, resulting in performance below plan.」

    The company reported progress in prepared foods, with same-store sales reaching 102.4% of the previous year, while also noting that ice cream and beverage sales fell to 96.2% of the previous year in the fourth quarter due to cold waves and bad weather.
  23. FY2018-Q3AdvancedAnnual report

    「Saika Café, whose full-scale rollout began in June, had completed its rollout to 280 stores as of the end of November and continued to perform well at 108% of the previous year. In sales promotions, the company identified attracting women and senior customers as an important theme and worked to review its product lineup. Salads and desserts continued to perform well.」

    The company reported new results for Saika Café, with rollout completed at 280 stores and sales at 108% of the previous year. Salads and desserts also continued to perform well.
  24. FY2018-Q2AdvancedAnnual report

    「The rollout got off to a strong start, with June sales volume per store reaching 130% of the previous year. Saika Café had completed its rollout to 190 stores as of the end of August.」

    New measured results and rollout performance were reported for Saika Café, including sales volume at 130% of the previous year and rollout completion at 190 stores.
  25. FY2018-Q1AdvancedAnnual report

    「At Saika Deli, the launch in April of 4 types of bentos, including the Colorful Wappa Rice Bento, and 3 types of pasta, including basil pasta with beans and tomato chicken, resulted in a strong start, with the rice-in bento category reaching 107% of the previous year and the pasta category reaching 103%. Sales volumes at stores introducing Saika Café also increased substantially.」

    Following the specific product launches at Saika Deli, the rice-in bento category reached 107% of the previous year and the pasta category 103%, adding new measured results to the existing improvement in category sales. The company also reported increased sales volumes at stores introducing Saika Café.
  26. FY2017AdvancedAnnual report

    「Demand grew mainly among women and senior customers in the categories where these products were introduced. The bread, dessert, rice-in bento, and salad categories achieved results by substantially exceeding previous-year same-store sales, while also attracting more customers.」

    In addition to the previously cited dessert, rice-in bento, and salad categories, the company reported that 4 categories, including bread, exceeded previous-year same-store sales and that customer traffic increased.
  27. FY2017-Q3RestatedAnnual report

    「Demand grew mainly among women and senior customers in the categories where these products were introduced. The dessert, rice-in bento, and salad categories substantially exceeded previous-year same-store sales and achieved results.」

    The company continues to recognize that the dessert, rice-in bento, and salad categories, where prepared-food innovation products were introduced, exceeded previous-year same-store sales.
  28. FY2017-Q2RestatedAnnual report

    「Demand grew mainly among women and senior customers in the categories where prepared-food innovation products were introduced. The dessert, rice-in bento, and salad categories substantially exceeded previous-year same-store sales and achieved results.」

    The company reiterates its recognition that the dessert, rice-in bento, and salad categories, where prepared-food innovation products were introduced, exceeded previous-year same-store sales.
  29. FY2017-Q1First statedAnnual report

    「In categories where prepared-food innovation products were introduced, demand grew particularly among women and senior customers. Dessert, rice-in boxed meals and salad categories substantially exceeded the prior-year sales of existing stores, producing positive results.」

    The company states that the dessert, rice-in boxed-meal and salad categories exceeded prior-year existing-store sales as a result of prepared-food innovation.
Moved together

"Prepared-food innovation as the third stage of business transformation" moved the same way as this thread, in the same document, in 21 of its 31 moves.

212018161514★123456
  1. ★This thread
  2. 1Prepared-food innovation as the third stage of business transformation21×
  3. 2Micro-market development and diversified store expansion20×
  4. 3Store Openings Through Corporate Franchise Development and Business Collaborations18×
  5. 4Raising Utilization at Bento Factories and Logistics Centers to Build a Profit-Contributing Platform16×
  6. 5Customer-Attraction Synergies from Lawson-Poplar Pilot Stores15×
  7. 6Launching Frozen Prepared-Food and Frozen Bento Manufacturing and Turning It into a Profitable Business14×

★ 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.

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No upcoming earnings preview for Poplar yet. It last moved in the Financial results of 2026-10-14: "Advanced".
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Improving Sales by Category Through In-Home Meal Innovation Products | POPLAR CO.,Ltd. (7601) | Komori