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Valor Holdings (9956) · InitiativeAdvanced

Improving productivity and product competitiveness by leveraging logistics and processing infrastructure

First written in FY2016. 20 of 30 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-08-14.

30entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020-Q3 – FY2021AdvancedFY2023-Q1 – 2026-08-142016: 320162017: 420172018: 220182019: 320192020: 320202021: 220212022: 320222023: 320232024: 220242025: 120252026: 42026
Same theme, other companies
Improving Product and Store Productivity through the Use of Logistics and Processing InfrastructureA theme 10 companies write about · 0 as a headwind · 10 as a tailwind

The whole theme swung hardest in 2022: 1 of 6 companies on the "Worse" side.

3 other companies' 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. FY2026AdvancedAnnual report

    「The Company advanced and improved the efficiency of its logistics network in the Tokai region with manufacturers, wholesalers and other companies in the same industry, including by establishing a joint delivery scheme based at the Kakamigahara Front Center with コカ・コーラ ボトラーズジャパン株式会社 and 株式会社スギ薬局.」

    In addition to improving logistics efficiency within the Group, the use of logistics capabilities was expanded to joint deliveries with manufacturers, wholesalers and other companies in the same industry.
  2. 2026-05-13AdvancedEarnings

    「We advanced and improved the efficiency of the logistics network in the Tokai region through initiatives such as establishing a joint delivery scheme based at the Kakamigahara Front Center with Coca-Cola Bottlers Japan Inc. and Sugi Pharmacy Co., Ltd., alongside manufacturers, wholesalers and companies in related industries.」

    The logistics business established a joint delivery scheme involving 3 companies from different industries and expanded efforts to enhance and improve the efficiency of the logistics network.
  3. FY2026-H1AdvancedAnnual report

    「Although selling, general and administrative expenses increased, including higher rent and depreciation expenses for the 2 distribution centers that began operations in October 2024, as well as higher personnel and delivery expenses, the expansion of gross operating profit resulted in higher revenue and profit.」

    The 2 distribution centers that began operations in October 2024 are operating as logistics infrastructure and contributing to higher revenue and profit in distribution-related businesses despite the associated increase in expenses.
  4. FY2025-H1AdvancedAnnual report

    「Operating revenue in distribution-related businesses was ¥10,011 million, up 20.2% year on year, and operating profit was ¥2,240 million, up 23.3%. In this business, logistics throughput increased with higher sales in the SM and drugstore businesses, while expanded supplies of consumable materials and the contribution of 株式会社鷺富運送, which became a subsidiary during the interim period, increased operating revenue.」

    Higher logistics throughput from increased sales in the core businesses, expanded materials supplies and the addition of 鷺富運送 as a subsidiary resulted in higher revenue and profit in distribution-related businesses.
  5. FY2024-Q3AdvancedAnnual report

    「Operating revenue in distribution-related businesses was ¥12,599 million, up 50.3% year on year, and operating profit was ¥3,050 million, up 9.2%. In this business, sales of logistics services, packaging materials and other products increased with sales growth in the SM and drugstore businesses. 昭和フイルム株式会社 and ユニードパック株式会社, which became subsidiaries during the period, also contributed to revenue and profit, resulting in higher revenue and profit.」

    Increased demand for logistics and packaging materials accompanying sales growth in the core businesses, together with contributions from the consolidation of 昭和フイルム and ユニードパック, resulted in a 50.3% increase in operating revenue and a 9.2% increase in operating profit in distribution-related businesses.
  6. FY2024-Q2AdvancedAnnual report

    「At group companies engaged in distribution-related businesses, including logistics, materials wholesaling and equipment maintenance, higher logistics volumes from sales expansion in the SM business and other businesses, together with contributions from 昭和フイルム株式会社 and ユニードパック株式会社, which became subsidiaries during the period, resulted in higher revenue and profit.」

    Higher sales in the core businesses increased logistics volumes, while the addition of 昭和フイルム and ユニードパック as subsidiaries also contributed, resulting in higher revenue and profit in distribution-related businesses.
  7. FY2024-Q1AdvancedAnnual report

    「At group companies engaged in distribution-related businesses, including logistics, materials wholesaling and equipment maintenance, logistics volumes and throughput increased as sales expanded in the core businesses, including the SM and drugstore businesses. Revenue also increased following the consolidation of 昭和フイルム株式会社 and ユニードパック株式会社, which became subsidiaries during the first quarter. However, profit declined due to higher selling expenses from equipment purchases and increased personnel expenses.」

    Logistics volumes and throughput increased with sales expansion in the core businesses, while the consolidation of 昭和フイルム and ユニードパック resulted in higher revenue. It also states that profit declined due to higher equipment-purchase and personnel expenses.
  8. FY2023-Q3AdvancedAnnual report

    「In this business, group companies engaged in distribution-related businesses, including logistics and materials wholesaling, reported higher revenue. The resulting increase in gross profit absorbed increases in personnel, utility and other expenses, resulting in higher profit.」

    Higher revenue and gross profit in logistics and materials wholesaling absorbed increases in personnel, utility and other expenses, resulting in higher profit in distribution-related businesses.
  9. FY2023-Q2AdvancedAnnual report

    「Group companies engaged in distribution-related businesses, including logistics, materials wholesaling and equipment maintenance, reported lower revenue, mainly in the equipment maintenance business, but controlled expenses amid the rapid depreciation of the yen and higher energy costs, resulting in higher profit.」

    Expense control amid the weaker yen and higher energy costs resulted in a 1.0% year-on-year increase in operating profit in distribution-related businesses despite lower revenue.
  10. FY2023-Q1AdvancedAnnual report

    「Group companies engaged in distribution-related businesses, including logistics, materials wholesaling and equipment maintenance, increased operating revenue, led by the logistics business. Despite the yen's depreciation and higher fuel costs, they also improved expense control, resulting in higher revenue and profit.」

    Revenue expanded, led by the logistics business, and expense control progressed despite the weaker yen and higher fuel costs, resulting in higher revenue and profit in distribution-related businesses.
  11. FY2022-Q3RestatedAnnual report

    「Group companies engaged in distribution-related businesses, including logistics, materials wholesaling and equipment maintenance, introduced fixtures for new and remodeled stores and replaced equipment to reduce expenses and environmental impact.」

    Continued to introduce store fixtures supporting store expansion and remodeling and replace equipment to reduce expenses and environmental impact.
  12. FY2021AdvancedAnnual report

    「As logistics volumes increased with sales expansion in the 3 core businesses, the logistics business worked to improve productivity, including by automating sorting operations, and developed systems to efficiently link the Group's manufacturing functions, distribution centers and stores.」

    In addition to automating sorting operations at distribution centers, efforts were expanded to develop systems that efficiently connect manufacturing functions, distribution centers and stores.
  13. FY2021-Q3AdvancedAnnual report

    「As logistics volumes increased with sales expansion in the 3 core businesses, the logistics business worked to improve productivity, including by automating sorting operations, and developed systems to efficiently link the Group's manufacturing functions, distribution centers and stores.」

    In addition to automating sorting operations, efforts were expanded to develop systems that efficiently connect manufacturing functions, distribution centers and stores.
  14. FY2021-Q2AdvancedAnnual report

    「As logistics volumes increased with sales expansion in the 3 core businesses, the logistics business installed equipment to automate sorting operations at its distribution centers to improve productivity.」

    To accommodate higher sales volumes, automated sorting equipment was installed at distribution centers.
  15. FY2021-Q1AdvancedAnnual report

    「As logistics volumes increased with sales expansion in the 3 core businesses, the logistics business installed equipment to automate sorting operations at its distribution centers to improve productivity.」

    To accommodate higher sales volumes, equipment to automate sorting operations was installed at distribution centers.
  16. FY2020-Q3AdvancedAnnual report

    「The Company used an inbound delivery reservation system at its distribution centers to eliminate truck waiting times and worked with business partners to secure stable logistics operations, including by extending the order lead time for processed foods and leveling inbound and outbound handling volumes.」

    Inbound delivery reservations, longer order lead times for processed foods and collaboration with business partners helped eliminate logistics waiting times and level inbound and outbound handling volumes.
  17. FY2020-Q2WorsenedAnnual report

    「Following first-quarter results, 株式会社バロー worked to improve its gross profit margin but could not absorb the increase in personnel expenses. At 三幸株式会社, a comprehensive review of the earnings structure was initiated following the switch to the Company's logistics system and changes to the distribution structure implemented in August, but the effects remained limited, resulting in lower profit for the business as a whole.」

    Although the company worked to improve gross profit margins and review the earnings structure following the logistics-system switch and changes to the distribution structure, the effects remained limited, and earnings deterioration continued in the SM and distribution-related businesses.
  18. FY2020-Q1WorsenedAnnual report

    「Group companies engaged in distribution-related businesses, including logistics, materials wholesaling and equipment maintenance, introduced fixtures for new and remodeled stores and replaced equipment to reduce expenses and environmental impact. Although transactions with subsidiaries newly included in the consolidated results in the previous fiscal year were added, the increase in logistics expenses could not be fully absorbed, resulting in higher revenue but lower profit for the business as a whole.」

    Although store fixtures were introduced and equipment was replaced, the increase in logistics expenses could not be absorbed, and operating profit in distribution-related businesses fell 12.4% year on year.
  19. FY2019-Q3RestatedAnnual report

    「Group companies engaged in distribution-related businesses, including logistics, materials wholesaling and equipment maintenance, introduced equipment to reduce expenses and environmental impact, while improving infrastructure to accommodate business expansion and maintaining and enhancing service levels.」

    Continued to introduce equipment that reduces expenses and environmental impact, improve distribution infrastructure and maintain service levels.
  20. FY2019-Q1RestatedAnnual report

    「Group companies engaged in distribution-related businesses, including logistics, materials wholesaling and equipment maintenance, introduced equipment to reduce expenses and environmental impact, while improving infrastructure to accommodate business expansion and maintaining and enhancing service levels.」

    Continued to introduce equipment, improve infrastructure and maintain service levels in distribution-related businesses.
  21. FY2018-Q3AdvancedAnnual report

    「In the logistics business, the Ichinomiya Distribution Center in Ichinomiya, Aichi Prefecture, had handled logistics for SM stores and drugstores in western Aichi and surrounding areas. To support the medium- to long-term growth of the drugstore business, the company newly established the Chubu Yakuhin Kisogawa Distribution Center in Ichinomiya in November 2017 and transferred the business's logistics operations there.」

    A new 中部薬品木曽川物流センター distribution center was established as a logistics hub supporting the drugstore business's medium- to long-term growth, and logistics operations were transferred to it.
  22. FY2018-Q2RestatedAnnual report

    「The company also pursued product development using its infrastructure and product development at stores. By executing a plan to focus sales on individual products such as yakitori, for which the cooking method had been revised, yakisoba and takoyaki, it increased sales value and improved profitability at the manufacturing stage.」

    The company has continued product development and product development at stores using existing infrastructure, along with improved profitability at the manufacturing stage.
  23. FY2018-Q1AdvancedAnnual report

    「The company also pursued product development using its infrastructure and product development at stores. Sales of yakitori, for which the cooking method had been revised, doubled year on year, while sales of yakisoba, takoyaki and other products increased 1.8 times year on year. Executing a sales plan focused on selected products and expanding their distribution also helped secure manufacturing profits, as shown by the increase in factory shipment value.」

    Product development using the infrastructure doubled yakitori sales year on year and increased sales of yakisoba, takoyaki and other products 1.8 times, also helping secure factory shipment value and manufacturing profits.
  24. FY2017RestatedAnnual report

    「To accommodate the expansion of the drugstore business, the company newly established and began operating the Chubu Yakuhin Hokuriku Distribution Center south of the existing center in November 2016.」

    The company continues to document the establishment and launch of new logistics infrastructure to support drugstore expansion.
  25. FY2017-Q3AdvancedAnnual report

    「In the logistics business, the Hokuriku Distribution Center in Nanto, Toyama Prefecture, had handled logistics for SM stores and drugstores in the Hokuriku region. To accommodate the expansion of the drugstore business, the company newly opened and began operating the Chubu Yakuhin Hokuriku Distribution Center south of the existing center in November 2016.」

    To accommodate the expansion of the drugstore business, the company newly established and began operating the Chubu Yakuhin Hokuriku Distribution Center.
  26. FY2017-Q2ReframedAnnual report

    「As the expansion of infrastructure serving as the back system had essentially been completed by the previous fiscal year, the company worked to improve the competitiveness of stores and product strength, the front end of the business.」

    The focus has shifted from expanding logistics and processing infrastructure to improving store competitiveness and product strength by using the infrastructure already in place.
  27. FY2017-Q1RestatedAnnual report

    「In this business, the company worked to strengthen the competitiveness of existing stores and improve product strength using its infrastructure.」

    The company has continued to improve product strength and efficiency using existing infrastructure.
  28. FY2016First statedAnnual report

    「The company also worked to improve productivity using its infrastructure and enhance product strength.」

    These measures use process centers, equipment at the Shizuoka plant and the product-development structure to improve store operations and product strength.
Moved together

"Expanding the Corporate Scale and Building a Dominant Market Presence through New Store Openings" moved the same way as this thread, in the same document, in 19 of its 30 moves.

191717151515★123456
  1. ★This thread
  2. 1Expanding the Corporate Scale and Building a Dominant Market Presence through New Store Openings19×
  3. 2Structural Reform and Profitability Improvement in the Supermarket Business17×
  4. 3A vertically integrated manufacturing and retail model spanning procurement, processing and sales17×
  5. 4Accelerating Drugstore Openings and Improving Profitability15×
  6. 5Strengthening the Customer Base and Increasing Average Spend Through the Lu Vit Card15×
  7. 6Building a dominant presence in the Tokai and Hokuriku regions through M&A15×

★ 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 Valor Holdings yet. It last moved in the Earnings of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Improving productivity and product competitiveness by leveraging logistics and processing infrastructure | VALOR HOLDINGS CO.,LTD. (9956) | Komori