Komori
Poplar (7601) · TargetAdvanced

Increasing Utilization at Bento Factories and Distribution Centers and Building a Structure to Contribute to Profit

First written in FY2021. 22 of 25 entries say "Advanced", first in FY2022-Q1. Latest entry: 2026-10-14.

25entries
6years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q1 – FY2026-H12021: 320212022: 320222023: 320232024: 420242025: 220252026: 102026
Same theme, other companies
Profit Contribution through Higher Utilization of Prepared-Meal Plants and Logistics CentersA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-10-14AdvancedEarnings

    「自社工場においては、スマートストアおよびローソン・ポプラ店舗向けの中食に加え、取引先の拡大に伴うドラッグストア等への弁当・惣菜の販売が増加したことにより、売上が伸長いたしました。」

    ドラッグストア等への弁当・惣菜販売が取引先拡大に伴って増加した。
  2. FY2027-H1AdvancedAnnual report

    「In addition, production of fully prepared frozen meals for elderly care facilities exceeded 220,000 packs per month, and sales related to frozen foods grew substantially to 180% of the same period of the previous year.」

    Production of frozen prepared meals for elderly care facilities exceeded 220,000 packs per month, while sales related to frozen foods reached 180% of the same period of the previous year. This demonstrated concrete progress toward improving factory utilization and contributing to earnings.
  3. 2026-09-30Advanceds.kabutan.jp

    「Although profit was affected by higher raw material prices, labor costs and other expenses, gross profit increased as sales from our own factories to external retail operators and the frozen-food business significantly outperformed plan.」

    Sales from the company’s own factories to external retail operators exceeded plan, resulting in an upside in profit from the factory segment and an increase in the forecast for first-half ordinary profit from ¥140 million to ¥201 million.
  4. FY2026AdvancedAnnual report

    「Sales of products manufactured at our own factories grew substantially. Following the installation of a tunnel freezer suitable for mass production of frozen prepared meals and the establishment of a framework for increasing production, sales in the frozen-food division reached 234% of the same period of the previous year. Sales of boxed meals and prepared meals to external retailers also recorded strong growth of 197% of the same period of the previous year as we focused on expanding sales channels.」

    As a result of increased production capacity using the tunnel freezer and expanded sales channels, sales in the frozen-food division reached 234% and sales of boxed meals and prepared meals to external retailers reached 197%, advancing efforts to improve factory utilization and contribute to earnings.
  5. FY2026-H1AdvancedAnnual report

    「At our own factories, which manufacture and sell boxed meals and prepared meals to group stores and external businesses, sales of boxed meals and prepared meals to drugstores and other customers increased to 277% of the same period of the previous year, while sales of fully prepared frozen meals to nursing care facilities reached 282% of the same period of the previous year, achieving the planned increase in factory utilization rates. To handle the sharp increase in production volumes and improve efficiency, we completed the installation of a tunnel freezer at the end of July 2025.」

    We achieved higher factory utilization rates, with sales of boxed meals and prepared meals to drugstores and other customers reaching 277% of the same period of the previous year and sales of frozen prepared meals to nursing care facilities reaching 282%. We also completed the installation of a tunnel freezer at the end of July 2025 to support increased production.
  6. FY2025AdvancedAnnual report

    「Regarding the supply of boxed meals and prepared meals from our own factories to external retailers, we promoted the development of sales channels, and sales for the current fiscal year increased substantially to 211.3% of the same period of the previous year. Sales of the manufacture and sale of fully prepared frozen meals, which began operating in the previous fiscal year, also grew substantially at nursing care facilities and other customers, bringing production close to the limit of the existing equipment. We therefore decided to install additional freezing equipment suitable for mass production.」

    Sales of boxed meals and prepared meals to external retailers reached 211.3% of the same period of the previous year, and sales of frozen prepared meals approached the production limit of the existing equipment. We therefore decided to install additional freezing equipment for mass production.
  7. FY2025-H1AdvancedAnnual report

    「Sales from our own factories grew substantially, as sales of boxed meals and prepared meals to external retailers increased significantly with the expansion of supply destinations, while the manufacture and sale of fully prepared frozen meals and frozen boxed meals also grew steadily.」

    In utilizing our factories, sales of boxed meals and prepared meals to external retailers grew as the number of supply destinations increased, while sales of fully prepared frozen meals and frozen boxed meals also increased.
  8. FY2025-Q1AdvancedAnnual report

    「Sales from our own factories also remained strong, with sales of boxed meals to external retailers increasing and sales from the frozen-food business growing.」

    In utilizing our factories, sales of boxed meals to external retailers increased and sales from the frozen-food business grew. We also installed packaging machinery and are working to improve production efficiency and expand production volumes.
  9. FY2024AdvancedAnnual report

    「Sales from our own factories increased substantially, supported not only by higher sales of boxed meals to external retailers but also by the contribution from the manufacture and sale of frozen prepared meals, which began full-scale operations in June 2023.」

    The company expanded the use of its factories to boxed-meal sales to external retailers and the manufacture and sale of frozen prepared meals, resulting in substantial growth in factory sales.
  10. FY2024-Q3AdvancedAnnual report

    「In the manufacturing and wholesale division, we worked to strengthen sales of products to stores under both the Poplar and Lawson Poplar brands and expand sales of boxed meals to external businesses. Sales from the manufacture and sale of frozen prepared meals, which began full-scale operations in June 2023, are also growing steadily.」

    In utilizing our factories and other facilities, we are strengthening sales of products to stores under both brands, expanding boxed-meal sales to external businesses, and increasing sales from the manufacture and sale of frozen prepared meals, which began full-scale operations in June 2023.
  11. FY2024-Q2AdvancedAnnual report

    「In addition, we commenced full-scale production in June 2023 of prepared frozen meals for nursing care facilities and other customers.」

    To increase utilization rates at boxed-meal factories and other facilities and contribute to earnings, full-scale production of prepared frozen meals for nursing care facilities and other customers began in June 2023.
  12. FY2024-Q1AdvancedAnnual report

    「In the manufacturing and wholesale divisions, the Company sought to strengthen sales of “Popu Bento” to stores under both the “Poplar” and “Lawson-Poplar” brands and expanded the external-sales business. It also began operating the instant-freezing equipment installed in December 2022 and started manufacturing and shipping frozen roasted sweet potatoes and producing ready-to-eat frozen prepared foods for nursing-care facilities and other customers.」

    To increase utilization rates at our factories and facilities, we began operating frozen-food equipment, shipping frozen roasted sweet potatoes, and manufacturing prepared frozen meals.
  13. FY2023AdvancedAnnual report

    「In the manufacturing and wholesale divisions, the Company sought to strengthen sales of “Popu Bento” to stores under both the “Poplar” and “Lawson-Poplar” brands and launched the external-sales business on a full-scale basis. In December 2022, it completed the installation of freezing equipment capable of instant freezing at minus 60°C and began preparing to sell ready-to-eat frozen prepared foods and frozen boxed meals to nursing-care facilities and other customers.」

    We expanded the use of our factories from selling Popben to stores under both brands to sales to external customers and frozen prepared meals, completing the installation of frozen-food equipment and beginning preparations for sales.
  14. FY2023-Q2AdvancedAnnual report

    「In the manufacturing and wholesale division, we worked to strengthen sales of our core product, Popben, to stores under both the Poplar and Lawson Poplar brands, and also brought our external sales business into full operation.」

    We expanded the use of our manufacturing capabilities from selling Popben to stores under the Poplar and Lawson Poplar brands to sales to external customers, and brought the external sales business into full operation.
  15. FY2023-Q1AdvancedAnnual report

    「In the manufacturing and wholesale divisions, the Company sought to strengthen sales of its core “Popu Bento” products to stores under both the “Poplar” and “Lawson-Poplar” brands, leveraging its advantage of operating its own boxed-meal and prepared-food factory. It also focused on product development and the development of sales channels in preparation for the full-scale launch of the external-sales business, establishing a path toward starting supply in June 2022.」

    We expanded the uses of our own factories to include sales of Popben to stores under both the Poplar and Lawson Poplar brands and sales to external customers, and advanced product development and channel development in preparation for commencing supply in June 2022.
  16. FY2022-Q3RestatedAnnual report

    「In the manufacturing and wholesale division, we improved profitability by increasing utilization rates through the consolidation and rationalization of factories and distribution centers, flexibly reorganizing delivery routes to reduce logistics costs, and strengthening sales of our core product, Popben, at stores operating under both the Poplar and Lawson Poplar brands.」

    We are continuing efforts to improve utilization rates and profitability through the consolidation and rationalization of factories and distribution centers, the reorganization of delivery routes, and stronger sales of Popben.
  17. FY2022-Q2AdvancedAnnual report

    「In the manufacturing and wholesale divisions, we improved profitability by raising utilization rates through the consolidation and rationalization of factories and centers, reducing logistics costs through flexible reconfiguration of delivery routes, and strengthening sales of our core Popu-ben products at Poplar and Lawson-Poplar stores.」

    We increased utilization rates through the consolidation and rationalization of factories and distribution centers and reduced logistics costs by reorganizing delivery routes.
  18. FY2022-Q1AdvancedAnnual report

    「In the manufacturing and wholesale divisions, we improved profitability by raising utilization rates through the consolidation and rationalization of factories and centers and reducing logistics costs through flexible reconfiguration of delivery routes.」

    We increased the utilization rates of our boxed-meal factories, distribution centers and other facilities and improved profitability by consolidating and rationalizing them and reorganizing delivery routes.
  19. FY2021First statedAnnual report

    「We also recognize that increasing the utilization rates of our boxed-meal factories, distribution centers and other facilities to create a structure capable of contributing to earnings is another management challenge, and we will address this in our next business plan.」

    The company has identified increasing the utilization rates of its boxed-meal factories, distribution centers and other facilities and translating this into earnings contributions as a new management challenge.
Moved together

"Launching a Manufacturing Business for Frozen Prepared Foods and Frozen Bento Meals and Turning It into a Profitable Business" moved the same way as this thread, in the same document, in 17 of its 25 moves.

171716161412★123456
  1. ★This thread
  2. 1Launching a Manufacturing Business for Frozen Prepared Foods and Frozen Bento Meals and Turning It into a Profitable Business17×
  3. 2Customer traffic synergies from the Lawson-Poplar pilot17×
  4. 3Improving Sales by Category Through In-Home Meal Innovation Products16×
  5. 4Building a profitable model for facility-based stores through the Smart Store business’s new operating style16×
  6. 5Micro-market development and diversified store expansion14×
  7. 6Prepared-food innovation as the third stage of business transformation12×

★ 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 Poplar yet. It last moved in the Earnings of 2026-10-14: "Advanced".
Increasing Utilization at Bento Factories and Distribution Centers and Building a Structure to Contribute to Profit | POPLAR CO.,Ltd. (7601) | Komori