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Yoshinoya Holdings Co., Ltd.: Business Overview, Financials & Competitive Analysis

Yoshinoya is a Japanese multinational fast food chain and the second-largest chain of gyūdon (beef bowl) restaurants, established in Japan in 1899. The company operates through business segments including Yoshinoya, H...

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Yoshinoya Holdings Co., Ltd. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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5/ 10Mixed

Cyborg Score thesis

Yoshinoya is a profitable legacy player in QSR with strong brand heritage, but faces earnings headwinds and moderate...

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Industry Quick Service Restaurants / Fast Casual Dining
3 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 15, 2026
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Yoshinoya Holdings Co., Ltd. Overview

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Yoshinoya is a Japanese multinational fast food chain and the second-largest chain of gyūdon (beef bowl) restaurants, established in Japan in 1899. The company operates through business segments including Yoshinoya, Hanamaru, Arcmeal, Kyotaru, Overseas, and Others, offering diverse quick-service dining across Japan and international markets.

Strategic Profile

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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.

Competitive Landscape

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Yoshinoya is the second-largest gyūdon restaurant chain in Japan, competing primarily with Sukiya (Zensho Holdings) as the market leader. The company also faces indirect competition from broader QSR players including Skylark Holdings in the casual dining segment and convenience stores. Yoshinoya differentiates through brand heritage, speed of service, value pricing, and diversified restaurant portfolio (udon, sushi, steakhouse concepts).

Industry Context

Yoshinoya Holdings Co., Ltd. operates in Quick Service Restaurants / Fast Casual Dining.

Key facts

Founded: 1899 · Headquarters: Tokyo, Japan · Employees: 3,250 · Revenue: ¥204.98B (FY2025) · Market cap: ¥197–205B (~$1.3–1.4B USD equiv.)

What the analysts stress-tested

The top findings that survived the multi-agent debate for Yoshinoya Holdings Co., Ltd..

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

SukiyaLeading gyūdon restaurant chain in JapanSkylarkCasual dining and family restaurant operator in JapanHanamaru UdonSanuki udon restaurant chain (internal subsidiary)

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Industry context

Yoshinoya Holdings Co., Ltd. operates in Quick Service Restaurants / Fast Casual Dining. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Yoshinoya Holdings Co., Ltd. do?+
Yoshinoya is a Japanese multinational fast food chain and the second-largest chain of gyūdon (beef bowl) restaurants, established in Japan in 1899. The company operates through business segments including Yoshinoya, H...
What is Yoshinoya Holdings Co., Ltd.'s Cyborg Score?+
Yoshinoya Holdings Co., Ltd. has a Cyborg Score of 5/10 (Mixed). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Yoshinoya Holdings Co., Ltd.'s main competitors?+
Named competitors include Sukiya, Skylark, Hanamaru Udon. The full competitive landscape is in the AskCyborg report.
How can I get the full Yoshinoya Holdings Co., Ltd. research report?+
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The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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