AMIYAKI TEI CO., LTD.
2753・Prime Market・Retail Trade
Yakiniku Business
The core segment, accounting for approximately 55% of group sales. Operates directly-managed yakiniku formats leveraging the strength of "whole-cattle wagyu purchasing."
| Period | Current | Previous | Change |
|---|---|---|---|
| Sales (Yakiniku Business) | ¥5,456 million (Q1 FY2027, ending March 2027) | ¥5,335 million (Q1 FY2026, ending March 2026) | ↑ |
| Segment profit (Yakiniku Business) | ¥292 million (Q1 FY2027, ending March 2027) | ¥294 million (Q1 FY2026, ending March 2026) | ↓ |
| Segment profit margin (Yakiniku Business) | 5.4% (Q1 FY2027, ending March 2027) | 5.5% (Q1 FY2026, ending March 2026) | ↓ |
| Number of stores at period-end (Yakiniku Business) | 161 stores (end of Q1 FY2027, ending March 2027) | 162 stores (end of FY2026, ending March 2026) | ↓ |
| Sales year-on-year change (Yakiniku Business) | +2.3% | — | ↑ |
Business Details
The Yakiniku (grilled meat) Business operates multiple directly-managed brands including "Amiyakitei," "Amiyakitei Plus," "Dondon," "Horutanya," "Suehirokan," "Black Hole," "Horumon Aoki," "Horumon Center," and "Chifaja." Leveraging its expertise as a "specialized meat group" in meat selection and cutting techniques, the segment's competitive advantage lies in offering high-quality domestic beef at chain-store prices. The segment focuses on strengthening product appeal and store competitiveness through a diverse menu lineup that leverages the strength of whole-cattle purchasing of wagyu beef, along with thorough freshness and quality control.
Recent Overview
Sales rose 2.3% year on year to ¥5,456 million, but segment profit declined slightly amid continued cost pressures.
In Q1 FY2027 (ending March 2027) (April to June 2026), sales in the Yakiniku Business increased to ¥5,456 million (up 2.3% year on year). Meanwhile, segment profit declined slightly to ¥292 million from ¥294 million in the same period last year, and the profit margin fell to 5.4% (from 5.5% in the same period last year). Rising raw material prices, labor costs, and logistics costs are putting pressure on earnings. The number of stores decreased by 1 from the previous fiscal year-end to 161 (1 store withdrawal in the Yakiniku Business). During the period, 4 stores underwent renewal openings, with a focus on improving product quality and strengthening store competitiveness.
Key Products
Growth Drivers
- Product differentiation through procurement efficiency from "whole-cattle wagyu purchasing" and value-priced offerings of high-quality domestic beef
- Strengthened cost management through improved processing and production systems utilizing central kitchens
- Increased store visits through enhanced coupon distribution and information dissemination via the official app
- Further strengthening of store competitiveness through renewal openings of existing stores
- Improved earnings structure through withdrawal from unprofitable stores and format conversions
Risks
- Risk of rising cost ratio due to increases in raw material prices (beef and other ingredients)
- Continued increases in labor and logistics costs against a backdrop of labor shortages
- Risk of decreased customer traffic due to heightened consumer thrift and selective spending amid inflation
- Risk of impairment losses (¥7 million recognized in the current first quarter, mainly in the Other Business segment)
- Medium- to long-term risk of market contraction and labor force decline due to the falling birthrate and aging population
Last updated: June 12, 2026