Komori
Yoshinoya Holdings (9861) · InitiativeAdvanced

Strengthening Frozen Beef Bowl Sales and Investing in Equipment at a Chinese Factory

First written in FY2021. 7 of 9 entries say "Advanced", first in FY2022-Q3. Latest entry: FY2025-H1.

9entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021AdvancedFY2022-Q3 – FY2023RestatedFY2024-Q1AdvancedFY2024-Q3 – FY2025-H12021: 120212022: 420222023: 220232024: 22024
Same theme, other companies
Expansion of Manufacturing and Sales of Branded Frozen Retail ProductsA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's latest entry also says "Advanced".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1AdvancedAnnual report

    「In the external sales business, we sold frozen grilled eel and shelf-stable emergency food sets, and strengthened expansion into mass retailers.」

    In the external sales business, including frozen gyudon, we sold frozen grilled eel and shelf-stable emergency food sets as new products and strengthened expansion into mass retailers.
  2. FY2024-Q3AdvancedAnnual report

    「In the external sales business, we sold year-end gift packages and lucky gift box sets as the final initiatives of the 30th Anniversary Campaign to acquire new customers for frozen gyudon toppings, which were first launched in 1993.」

    As part of efforts to strengthen frozen gyudon topping sales, we sold year-end gift packages and lucky gift box sets as the final initiatives of the 30th Anniversary Campaign.
  3. FY2024-Q1RestatedAnnual report

    「In the external sales business, we are running a 30th Anniversary Campaign to acquire new customers for frozen gyudon toppings, which were first launched in 1993.」

    We continued to strengthen sales of frozen gyudon toppings and capture takeaway and at-home dining demand, and ran a 30th Anniversary Campaign marking the start of sales.
  4. FY2023AdvancedAnnual report

    「As a new product in its external sales business, "Toku-Gyu Salacia Premium," frozen beef bowl toppings and the first Food for Specified Health Uses product in the restaurant industry, which went on sale in July, sold 60,000 servings.」

    As part of efforts to strengthen frozen gyudon sales, we launched a new food for specified health uses, supported by the expanded production line, and recorded sales of 60,000 servings.
  5. FY2023-Q2AdvancedAnnual report

    「In July, we began selling Tokugyu Salacia Premium, a frozen gyudon topping and the first product from a food-service chain to receive approval as a food for specified health uses, as a new product in the external sales business.」

    To strengthen sales of frozen gyudon toppings, we launched Tokugyu Salacia Premium in July as the first food for specified health uses from a food-service chain.
  6. FY2023-Q1AdvancedAnnual report

    「We began full-scale operation of the additional production line for frozen gyudon toppings installed to expand sales in the external sales business and capture demand for takeaway and at-home dining.」

    The additional production line for frozen gyudon toppings installed to capture takeaway and at-home dining demand began full-scale operation.
  7. FY2022AdvancedAnnual report

    「To capture demand for takeaway and at-home dining, we strengthened sales of frozen gyudon toppings, with revenue up 20% year on year.」

    We strengthened sales of frozen gyudon toppings, and revenue increased 20% year on year.
  8. FY2022-Q3AdvancedAnnual report

    「To capture demand for takeaway and at-home dining, sales of frozen gyudon toppings have been strengthened and unit sales have remained strong.」

    As part of our response to the takeaway and at-home dining markets, we strengthened sales of frozen gyudon toppings, and unit sales remained strong.
  9. FY2021First statedAnnual report

    「In addition, to tap into the takeaway and at-home dining markets, we will strengthen production capacity to expand frozen gyudon sales in Japan and overseas and invest in production facilities at the China plant, thereby working to capture further demand.」

    For the first time, we recorded as a standalone theme a set of measures combining stronger frozen gyudon sales, expanded production capacity and investment in the China plant to capture demand in the takeaway and at-home dining markets.
Moved together

"Improving the Profitability of the Existing Business" moved the same way as this thread, in the same document, in 7 of its 9 moves.

776665★123456
  1. ★This thread
  2. 1Improving the Profitability of the Existing Business7×
  3. 2Establishing Local Management Structures Overseas and Accelerating Global Expansion7×
  4. 3Testing New Service Models and Introducing Digital Customer Touchpoints6×
  5. 4Increase in Long-Term Borrowings and Decline in Equity Ratio6×
  6. 5Expansion of Stores Offering Delivery Services6×
  7. 6Increasing customer traffic at Yoshinoya’s existing stores through new product development5×

★ 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 Yoshinoya Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.