Fujiya Co.,Ltd.
2211・Prime Market・Foods
Confectionery Business
Confectionery and dining business centered on Fujiya Group's directly operated chain stores and restaurants
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (Confectionery Business, cumulative Q1) | ¥7,445 million | ¥7,759 million | ↓ |
| Segment income/loss (cumulative Q1) | △¥328 million | △¥394 million | ↑ |
| Confectionery sales (cumulative Q1) | ¥5,963 million | ¥6,242 million | ↓ |
| Restaurant sales (cumulative Q1) | ¥1,482 million | ¥1,516 million | ↓ |
| Number of operating Fujiya Confectionery Shops (period-end) | 830 stores | 879 stores (same period prior year) | ↓ |
| Depreciation expense (consolidated total, cumulative Q1) | ¥1,541 million | ¥1,282 million | ↑ |
Business Details
Manufactures and sells confectionery items such as cakes, baked goods, and desserts, and operates restaurants (dining establishments). The Fujiya Confectionery Shops chain (830 stores as of end-March 2026) serves as the core business, alongside OEM supply to wide-area distribution companies and overseas exports (North America). Affiliated companies include B-R 31 Ice Cream Co., Ltd., Dalloyau Japon Co., Ltd., and FUJIYA USA Corporation. Accounts for approximately 25.2% of consolidated net sales, but segment profit/loss remains in deficit, making improvement of the cost structure a key challenge.
Recent Overview
Sales declined 4.0% year on year due to a reduction in confectionery store count and lower customer traffic, though the loss margin narrowed
Confectionery Business net sales in Q1 FY2026 were ¥7,445 million (96.0% of the same period of the prior year). The number of stores at period-end fell to 830 (a decrease of 49 stores year on year) due to closures of franchise stores stemming from unprofitability and lack of successors, and combined with declining customer traffic at existing stores, sales fell below the same period of the prior year. On the other hand, efforts to improve productivity through the introduction of new production equipment for labor savings and the redesign of production line layouts narrowed the segment loss from △¥394 million to △¥328 million.
Key Products
Growth Drivers
- Expanding sales of premium product lines such as "Premium Shortcake (Strawberry)" and addressing bipolarization in consumer spending through the introduction of new lower-priced cakes
- Generating buzz through seasonal events and packaging leveraging the new characters "Peko-chan, Poko-chan and Their Cheerful Friends"
- Strengthening proposals of wide-area distribution products (such as Mille Crepe) for restaurant chain companies
- Expanding frozen cake exports to the North American market
- Improving productivity and profitability through the introduction of new production equipment for labor savings and redesigned production line layouts
Risks
- Continued closure of franchise stores due to unprofitability and lack of successors (830 stores as of end-March 2026, a decrease of 49 stores year on year)
- Downward pressure on sales from declining customer traffic at existing stores
- Segment income/loss remains in continued deficit (△¥328 million in Q1 FY2026), with fundamental improvement of the profit structure not yet achieved
- Cost pressure from continued high raw material prices and rising labor and logistics costs
- Downward pressure on customer traffic and spending per customer from intensifying consumer thrift consciousness
- Reduction in segment scale due to a change in business format (from confectionery to confectionery manufacturing business) at certain subsidiaries in July 2025
Last updated: March 23, 2026