DOUTOR NICHIRES Holdings Co Ltd
3087・Prime Market・Retail Trade
Nihon Restaurant System Group
Segment operating multi-format restaurant chains such as "Yomenya Goemon," primarily through company-operated stores
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (external customers) | ¥14,584 million (Q1 cumulative, FY2027 (ending February 2027)) | ¥14,144 million (Q1 cumulative, FY2026 (ending February 2026)) | ↑ |
| Segment profit | ¥1,418 million (Q1 cumulative, FY2027 (ending February 2027)) | ¥1,136 million (Q1 cumulative, FY2026 (ending February 2026)) | ↑ |
| Impairment loss | ¥9 million (Q1 cumulative, FY2027 (ending February 2027)) | ¥2 million (Q1 cumulative, FY2026 (ending February 2026)) | ↑ |
Business Details
Centered on Nihon Restaurant System Co., Ltd., this segment operates a multi-brand restaurant chain business including "Hoshino Coffee" and "Yomenya Goemon," through both company-operated stores and franchises. The segment has a vertically integrated business structure spanning ingredient procurement, manufacturing, logistics, and sales. Under its umbrella are manufacturing subsidiaries for fruits and vegetables, meat, sauces, and ham, as well as logistics subsidiaries and design/maintenance subsidiaries, giving it strength in cost management through shared ingredient use and multi-brand deployment.
Recent Overview
Existing-store sales remained solid at 102.4% of prior year; core menu renewal drove increase in average customer spend
In Q1 of FY2027 (ending February 2027) (March to May 2026), net sales increased to ¥14,584 million (up 3.1% year on year) and segment profit increased to ¥1,418 million (up 24.8% year on year), achieving growth in both revenue and profit. Existing-store sales remained solid at 102.4% of the prior-year level. The company focused on raising average customer spend through the renewal of the core menu at "Yomenya Goemon" and the introduction of higher-priced, value-added menu items. Three new stores (including "Yomenya Goemon") were opened.
Key Products
Growth Drivers
- Continued upward trend in existing-store sales driven by recovery in foot traffic amid rising inbound demand
- Raising average customer spend through the introduction of higher value-added, higher-priced menu items (including core menu renewal)
- Acquisition of new customers and retention of repeat customers through promotional measures such as cashless campaigns
- Optimization of the store network through new store openings in carefully selected locations and format conversions
- Strengthened cost management for multi-brand deployment through shared ingredient use
Risks
- Risk of cost ratio deterioration due to rising procurement prices for raw materials such as coffee beans, dairy products, and rice
- Continued increase in labor costs due to labor shortages
- Rising management costs including utilities, logistics costs, rent, and construction costs
- Risk of slower recovery in customer counts due to increased consumer thrift consciousness
- Risk of impairment losses arising at unprofitable stores (¥9 million recorded in Q1 of this fiscal year)
Last updated: May 26, 2026