For the fiscal year ended February 28, 2025, the company reported a 9.3% increase in net sales to ¥204,983 million, though operating profit declined by 8.4% to ¥7,306 million. The company operates as a franchise-heavy model with management guidance to franchise stores, balancing domestic dominance with selective overseas expansion in the US, China, and Malaysia.
Cyborg Score Rationale
The company experienced negative earnings growth of -14.3% over the past year, making it difficult to compare to the Hospitality industry average of 4.9%. Profit attributable to owners declined by 32.1% to ¥3,803 million in FY2025. Revenue growth is solid but offset by margin compression and earnings volatility.
Top Insights
Net profit margins declined from 2.5% to 2% (current), signaling margin compression despite revenue growth—indicating operational challenges or increased cost pressures
Market capitalization stands at ¥197.30 billion with P/E ratio of 43.76, suggesting elevated valuation relative to earnings quality
The company increased annual dividends to ¥20.00 per share with a 34% payout ratio, indicating management confidence and shareholder-friendly capital allocation
As of February 5, 2026, the company employs 3,250 employees, concentrated primarily in corporate and franchise support roles
Named Competitors
Sukiya — Leading gyūdon restaurant chain in Japan
Skylark — Casual dining and family restaurant operator in Japan
(February 2025) FY2025 results released showing 9.3% net sales growth to ¥204,983 million but 8.4% operating profit decline and 32.1% decline in parent company profit to ¥3,803 million
(February 2025) Announced increased annual dividends to ¥20.00 per share with 34% consolidated payout ratio
(April 2026) Earnings report scheduled for April 15, 2026, expected to provide FY2026 guidance and operational updates
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