Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
22.2
% (versus operating profit reported for the fiscal year ended September 2026)Wording
Conditional
How definitive the wording is.Items stated in the management plan
Annual updateNet Sales+3.7%
基準 8,099Target8,400million yen
Operating profit+22.3%
基準 777Target950million yen
Net income for the current fiscal year+56.0%
基準 327Target510million yen
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
What happened to the previous planDisclosed on 10 November 2025: operating revenue 7,800, operating profit 1,000, net income attributable to owners of the parent 520 → Disclosed on 9 November 2026: operating revenue 8,100, operating profit 770, net income attributable to owners of the parent 320（Achievement rate: operating revenue 100.0%, operating profit 100.9%, net income attributable to owners of the parent 102.2%）+3.8%Calculated from the two disclosed figures
Key initiatives
0101 Reacceleration of store openings
0202 New initiatives at logistics centers for producers
0303 Continued efforts to improve operational efficiency
Non-financial targetsIndicator Number of new stores / Target value 20 / Timing Fiscal year ending September 2027
Size of the Target MarketApproximately 3.2 million potential producers. Source 1: Ministry of Health, Labour and Welfare, Health Administration Reports, Trend in the Number of Food Service Establishments, FY2021. Source 2: Ministry of Agriculture, Forestry and Fisheries, Statistics on Business Entities, Total Number of Farm Households, FY2020
Risks identified by the company
Hygiene management (food safety)
Changes in the operating environment
Users (producers)
Changes in the market
Securing Personnel
Store openings
| Item | Details |
|---|---|
| Plan name | Matters Concerning Business Plans and Growth Potential |
| Plan period | Fiscal year ending September 2027 |
| Progress against the plan | Annual update |
| Sales Target | 8,099 million yen → 8,400 million yen（+3.7%） |
| Operating profit target | 777 million yen → 950 million yen（+22.2%） |
| Net income target | 327 million yen → 510 million yen（+55.9%） |
| Non-financial targets | Indicator Number of new stores / Target value 20 / Timing Fiscal year ending September 2027 |
| Key initiatives | 01 Reacceleration of store openings, 02 New initiatives at logistics centers for producers, 03 Continued efforts to improve operational efficiency |
| Results under the previous plan | Disclosed on 10 November 2025: operating revenue 7,800, operating profit 1,000, net income attributable to owners of the parent 520 → Disclosed on 9 November 2026: operating revenue 8,100, operating profit 770, net income attributable to owners of the parent 320（Achievement rate: operating revenue 100.0%, operating profit 100.9%, net income attributable to owners of the parent 102.2%） |
| Size of the Target Market | Approximately 3.2 million potential producers. Source 1: Ministry of Health, Labour and Welfare, Health Administration Reports, Trend in the Number of Food Service Establishments, FY2021. Source 2: Ministry of Agriculture, Forestry and Fisheries, Statistics on Business Entities, Total Number of Farm Households, FY2020 |
| Risks identified | Hygiene management (food safety), Changes in the operating environment, Users (producers), Changes in the market, Securing Personnel, Store openings |
| Publication date | 10 November 2026 |
Items this document does not state (13)
Operating profit margin targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetPlan assumptionsReason for revision or withdrawalDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To pursue the “reacceleration of store openings,” “new initiatives at logistics centers for producers,” and “continued efforts to improve operational efficiency” to drive growth and improve profitability.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.