OM2Network Co.,Ltd.
7614・Standard Market・Retail Trade
Meat and Related Products Retail Business
Core segment accounting for approximately 70% of group sales. Operates a specialty retail chain for meat and prepared foods.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales (Cumulative First Quarter) | ¥6,167 million | ¥6,148 million | ↑ |
| Operating Income (Cumulative First Quarter) | ¥375 million | ¥351 million | ↑ |
| Number of Stores (End of Period) | 150 stores (140 Meat Retail Stores, 10 Prepared Foods Retail Stores) | 150 stores (140 Meat Retail Stores, 10 Prepared Foods Retail Stores) | — |
| Depreciation Expense (Cumulative First Quarter) | ¥83 million (segment total, excluding goodwill) | ¥89 million (segment total) | ↓ |
| Goodwill Amortization (Cumulative First Quarter) | ¥37 million (segment total) | ¥36 million (segment total) | ↑ |
Business Details
A retail business that processes and sells meat, processed meat products, and prepared foods to general consumers. Operated by three subsidiaries—OM2 Meat Co., Ltd., Marucho Kobeya Co., Ltd., and Ota Sogo Shokuhin Co., Ltd.—the segment operated a total of 150 stores as of the end of the first quarter of FY2027 (ending January 2027), comprising 140 Meat Retail Stores and 10 Prepared Foods Retail Stores. The basic store format is tenant-based, with in-store processing to emphasize freshness and face-to-face sales as key strengths. Through upstream collaboration via the parent company S Foods Inc., the segment has built a stable meat procurement system.
Recent Overview
Net sales increased slightly by 0.3% year on year, while operating income improved more substantially, up 6.9% year on year.
In the first quarter of FY2027 (ending January 2027) (February 1, 2026 to April 30, 2026), the Meat and Related Products Retail Business segment recorded net sales of ¥6,167 million (up 0.3% year on year) and operating income of ¥375 million (up 6.9% year on year). The number of stores remained flat at 150, with one new store opening and one closing. Profitability improved through event-based proposal sales, introduction of proposal-type products, new product development, and progress on the Parent Store Delivery Outlets initiative. The segment achieved margin improvement even amid headwinds from rising raw material and energy prices and increasing labor costs.
Key Products
Growth Drivers
- Expansion of store openings (large-format stores and new business formats) through collaboration with new developers
- Expansion of store count and sales scale through consolidation of Ota Sogo Shokuhin Co., Ltd. into the group
- Strengthening of the prepared foods segment and development and promotion of new formats incorporating eat-in space
- Stable procurement and cost competitiveness through upstream collaboration via parent company S Foods Inc.
- Revitalization of existing stores (event-based proposal sales and layout reconfiguration) and pursuit of low-cost operations
- Building an efficient product supply system through expansion of the Parent Store Delivery Outlets model
Risks
- Rising cost ratios and profit pressure due to surging energy and raw material prices
- Deteriorating profitability due to severe labor shortages and rising labor costs
- Ongoing impairment risk at unprofitable stores
- Sluggish growth in existing-store sales due to the declining birthrate, aging population, and intensifying competition
- Continued goodwill amortization burden (¥37 million for the segment as a whole in the cumulative first quarter)
- Impact on customer traffic and average spending per customer from a downturn in consumer sentiment
Last updated: April 28, 2026