Komori
M

MOS FOOD SERVICES,INC.

8153Trading & WholesaleMid cap
4,030JPY+6.1%
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Price history
¥4,030Latest+31.9%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group operates a restaurant chain centered on MOS Burger, founded in 1972, and is expanding its store network in Japan and overseas using a franchise system. Its business is broadly divided into 4 segments: the Domestic MOS Burger Business, Overseas Business, New Restaurant Business, and Other Business. Segment names and major products are as follows.

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Key numbersShowing 8 of 20
PER
221.27How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.19How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.0%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥129bnShare price × number of shares. The value of the entire company.
Equity ratio
68.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
3.3%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
3.6%The average annual growth in sales over the past three years.
What to watch next
Progress under the new medium-term management plan (2025-2027): the extent to which SG&A cost control, inventory turnover and transfer efficiency are reflected in the plan’s KPIs
The next 6–18 months (reviews for each fiscal year from 2025 to 2027)Impact HighLikelihood Medium
Domestic MOS store capital investment (¥2,283 million in 2026) and verification of the effects of tiered pricing on the profitability of existing stores
The second half of 2026 to 2027 (the period for renovations and operational stabilisation)Impact MediumLikelihood Medium
Strengthening overseas production and manufacturing capacity, including ¥3,140 million of equipment investment in a new factory for the Taiwanese manufacturing subsidiary, to stabilise quality and supply and absorb costs
Depending on progress with the factory investment, broadly the 2026–2028 operational stabilisation phaseImpact MediumLikelihood Low
Improvement in the new foodservice business’s earnings: whether investment should continue if operating losses persist and when the business reaches break-even
2026–2027 (when the path to recovering investment may become clearer)Impact HighLikelihood Medium
Achievement of digitalisation KPIs, including full self-service kiosks, table ordering and contactless order-taking, resulting in higher labour productivity and shorter waiting times
The expansion phase in 2025–2026, with effectiveness measured from within this periodImpact MediumLikelihood Medium
Audit results for hygiene and quality operations, including HACCP, ISO 22000 and MOS Food Safety Standards, with attention to any serious incidents
Ongoing, depending on the audit cycleImpact HighLikelihood Low
What to watch next
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Who owns itTop holders total 32.9%
Listed holders 32.9%Everyone else 67.1%
The Master Trust Bank of Japan, Ltd.9.31%
紅梅食品工業株式会社4.47%
DUSKIN CO.,LTD.4.20%
株式会社ニットー3.88%
日本生命保険相互会社3.86%
YAMAZAKI BAKING CO.,LTD.2.29%
Custody Bank of Japan1.40%
STATE STREET BANK WEST CLIENT - TREATY 5052341.32%
2 other listed holders2.18%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd.9.31
紅梅食品工業株式会社4.47
DUSKIN CO.,LTD.4.20
株式会社ニットー3.88
日本生命保険相互会社3.86
YAMAZAKI BAKING CO.,LTD.2.29
Custody Bank of Japan1.40
STATE STREET BANK WEST CLIENT - TREATY 5052341.32
2 other listed holders2.18
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