Horiifoodservice Co., Ltd. Raises Earnings Forecast on Strong Demand
Horiifoodservice Co., Ltd. (TSE:3077) raised its full-year earnings guidance for the fiscal year ending November 2026, citing robust holiday-season bookings and operational efficiency gains.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 5.57bn | JPY 5.98bn | +7.4% |
| Operating Profit | JPY 425M | JPY 532M | +25.2% |
| Ordinary Income | JPY 406M | JPY 528M | +30.0% |
| Net Profit | JPY 406M | JPY 625M | +53.9% |
| EPS | JPY 5.86bn | JPY 9.02bn | +53.9% |
The company attributed the upward revision to stronger-than-expected reservation volumes during December and January peak seasons, combined with existing store sales and customer traffic exceeding prior-year levels. The inbound-focused “KOBE Beef Emperor Steak” concept and other new outlets have performed well. Horiifoodservice also cited improved store operational efficiency from digital transformation initiatives and cost optimization through menu restructuring and pricing adjustments to offset raw material inflation. The company expects to consolidate sushi subsidiary Sushi Masu Shokuhin, acquired in June, beginning this fiscal year.
The revision signals sustained demand momentum in the casual dining segment despite inflationary pressures. Operating profit growth of 25% reflects both top-line expansion and margin improvement from operational leverage and cost management. The inclusion of consolidated earnings from the sushi subsidiary provides additional growth visibility. Investors should monitor same-store sales trends and new-outlet ramp-up trajectories as the company executes its capital allocation strategy across human resources and expansion initiatives.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.