DAISYO CORPORATION
9979・Standard Market・Retail Trade
Food & Beverage Business
Core business of the Daisho Group, operating a mass-market Japanese dining ('taishu kappo') chain centered on 'Shoya' and 'Daisho Suisan'.
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (cumulative Q3 FY2026, ending August 2026) | ¥17,738 million | ¥17,938 million (same period prior year) | ↓ |
| Segment profit (cumulative Q3 FY2026, ending August 2026) | ¥972 million | ¥1,083 million (same period prior year) | ↓ |
| Impairment loss (cumulative Q3 FY2026, ending August 2026) | ¥96 million | ¥22 million (same period prior year) | ↓ |
| Total group store count (end of Q3 FY2026, ending August 2026) | 295 stores (222 directly-operated, 28 FC, 45 VC) | 311 stores (end of FY2025, ending August 2025: 232 directly-operated, 28 FC, 51 VC) | ↓ |
Business Details
A directly-operated food and beverage business centered on 'Shoya' and 'Daisho Suisan', which serve handmade Japanese cuisine, expanding nationwide as a chain with a focus on the Kanto region. The concept is 'taishu kappo' (mass-market fine dining), offering handmade dishes by skilled chefs along with an upscale atmosphere and service at affordable prices. The company has established a system that clarifies the origin and traceability of ingredients and delivers safe, reliable, seasonal ingredients daily. As of the end of Q3 FY2026 (ending August 2026), the business operated a total of 295 stores, comprising 222 directly-operated stores, 28 FC stores, and 45 VC stores.
Recent Overview
Although same-store sales increased, total revenue and profit declined year-on-year due to a decrease in the number of directly-operated stores.
For the cumulative nine months of FY2026 (ending August 2026) (September 2025 to May 2026), Food & Beverage Business revenue was ¥17,738 million (down 1.1% year-on-year), and segment profit was ¥972 million (down 10.2% year-on-year). Although same-store sales increased year-on-year, the decrease in the number of directly-operated stores (from 232 at the end of the prior fiscal year to 222 at the end of the current period) pushed down overall revenue scale. In addition, a total of ¥111 million in impairment losses was recorded across the Food & Beverage Business, Real Estate Business, and FC/VC Business (of which ¥96 million was in the Food & Beverage Business). During the period, 5 new stores were opened, 11 stores were renovated, and 15 stores were closed (including 2 that transitioned to VC).
Key Products
Growth Drivers
- Improvement in same-store sales through store renovations and renewals (same-store sales increased year-on-year in the current period as well)
- Enhanced customer acquisition through digital marketing and increased web reservations (including utilization of Daisho's official YouTube channel 'Shoya Tube')
- Increase in average customer spending through monthly updates of seasonal menu items and enhanced beverage sales (sake events, improved draft beer quality)
- Productivity improvement through DX promotion (store system replacement, expanded mobile/tablet ordering)
- Recovery trend in dining-out demand driven by continued inbound demand and a rebound in personal consumption
Risks
- Profit margin pressure from continued increases in raw material prices, labor costs, and energy costs
- Growing consumer frugality due to rising prices and stagnant real wages, affecting customer traffic
- Risk of shrinking revenue scale due to the decrease in directly-operated stores (closures and transitions to VC)
- Risk of impairment losses on store assets (¥96 million recorded in the Food & Beverage Business for the cumulative nine months of FY2026, ending August 2026)
- Risk of economic downturn due to geopolitical risks and fluctuations in financial and capital markets
Last updated: November 25, 2025