Kanemi Co.,Ltd.
2669・Standard Market・Retail Trade
Tenant Business
A face-to-face sales business centered on operating prepared-food and sushi stores within supermarkets and other retail facilities
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (Q1 FY2027, ending March 2027) | ¥11,913 million | ¥11,434 million (Q1 FY2026, ending March 2026) | ↑ |
| Segment profit (Q1 FY2027, ending March 2027) | ¥524 million | ¥475 million (Q1 FY2026, ending March 2026) | ↑ |
| Revenue (full year FY2026, ending March 2026) | ¥47,420 million | ¥45,884 million (full year FY2025, ending March 2025) | ↑ |
| Segment profit (full year FY2026, ending March 2026) | ¥2,871 million | ¥2,132 million (full year FY2025, ending March 2025) | ↑ |
Business Details
The company operates general prepared-food (delicatessen) stores, sushi specialty stores, and Western-style prepared-food stores under the
Recent Overview
Steady existing-store performance, new store openings, and format conversions drove year-on-year growth in both revenue and profit
In Q1 FY2027 (ending March 2027) (March to May 2026), existing stores performed steadily, supported by product renewals, new category initiatives, and strengthened promotional materials. Two new "eashion" Western-style prepared-food stores and two new "Re'z deli" general prepared-food stores were opened, while nine existing stores underwent expansion and renovation. Of these, three stores were converted to the new format "Robin Hood," generating sales effects exceeding expectations. Revenue increased 4.1% year on year to ¥11,913 million, and segment profit increased 10.3% year on year to ¥524 million.
Key Products
Growth Drivers
- Expansion of store openings leveraging the store networks of the PPIH group (Uny, UD Retail, Don Quijote, Nagasakiya)
- Strengthened customer appeal and sales gains through conversion to the new format "Robin Hood"
- Upgrading existing stores through product renewals, new category initiatives, and strengthened promotional materials
- Reduced lost sales opportunities and improved productivity through greater use of in-house manufactured products from the company's own factories
- Increased customer traffic from inbound tourism demand at department store and station-area (Ekinaka) stores
- Higher average spend at Western-style prepared-food stores "eashion" through pricing strategy revisions
Risks
- Dependence on the store-opening policies and distribution industry trends of the PPIH group, including major store hosts Uny Co., Ltd. and UD Retail Co., Ltd.
- Profit pressure from rising raw material costs (particularly rice prices), labor costs, and tenant rents
- Downward pressure on customer traffic and average spend due to increasing consumer thrift consciousness
- Continued risk of impairment losses at multiple stores, with improving the profitability of underperforming stores remaining a challenge
- Medium- to long-term risk of a shrinking prepared-food (nakashoku) market amid population decline due to the falling birthrate and aging population
Last updated: May 25, 2026