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Retail Earnings

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← Restaurants & food service

Komeda Holdings (Komeda's Coffee)

Restaurants & food service · 3543

The Japan read

From the company's own filing for H1 (Mar–Aug 2026) · reported 2026-10-14 · the filing

+6.6%Japan salesRevenue of the Japan business, as reported

Other callouts in the filing

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.

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floortok holds 2 reported periods for this company.

Quarter-alone and year-to-date rows are floortok's arithmetic on the company's own filings — the quarter alone under a cumulative filing, the year to date under a quarter — shown only where the filings they need are on file. A period tagged Year-to-Date runs from the start of the company's fiscal year.

H1 (Mar–Aug 2026) · Year-to-Date

Reported 2026-10-14
Revenue¥30.8bn+7.8%
Operating profit¥5.3bn+11.9%
Net income¥3.5bn+11.4%
Q2 alone (Jun–Aug 2026)
Revenue¥15.4bn—
Operating profit¥2.6bn—
Net income¥1.8bn—

Japan+6.6%Revenue of the Japan business, as reported

Komeda franchises Komeda's Coffee, the full-service café chain, with 1,083 outlets in Japan and 1,164 in all at end-August; most of its revenue comes from supplying franchisees. In March–August 2026 revenue rose 7.8% to ¥30.8bn, operating profit 11.9% to ¥5.3bn and net income 11.4% to ¥3.5bn.

Q1 (Mar–May 2026) · Year-to-Date

Reported 2026-07-15
Revenue¥15.4bn+12.7%
Operating profit¥2.6bn+15.5%
Net income¥1.8bn+14.7%

Komeda franchises Komeda's Coffee, the full-service café chain, with 1,035 cafés in Japan at end-May and 1,156 group outlets in all; most of its revenue comes from supplying franchisees. In March–May 2026 revenue rose 12.7% to ¥15.4bn, operating profit 15.5% to ¥2.6bn and net income 14.7% to ¥1.8bn.

  • JapanWholesale to franchised cafés (food such as bread and coffee, plus supplies) is its main business; wholesale was ¥10.5bn of ¥15.4bn revenue. Franchise wholesale rose 7.4% at existing stores and 10.1% overall; the company credits a Pokémon campaign, a Lotte Crunky tie-up and an app stamp offer.
  • JapanIts August monthly report shows existing-store wholesale sales up 5.0%, after falls of 5.4% in June and 8.8% in July; March–August was up 1.9%. It says August, like July, was held back by the high base of last year's Pokémon campaign. It had 1,083 outlets in Japan at end-August.
  • StoresAt end-May it had 1,035 Komeda's Coffee cafés in Japan, only 22 of them company-run, plus 18 Okagean and 19 other outlets; it opened six Komeda's in Japan in the quarter. Abroad it had 84, including 36 in Taiwan and 34 in Singapore.
  • SegmentJapan revenue rose 11.6% to ¥13.8bn and segment profit 14.8% to ¥3.14bn. Overseas revenue rose 22.4% to ¥1.65bn but profit fell 20.6% to ¥108m, which the company attributes to higher prices for coffee beans and other raw materials.
  • OutlookFull-year guidance is unchanged: revenue of ¥60.92bn (+6.5%), operating profit of ¥10.2bn (+8.2%) and net income of ¥6.9bn (+6.8%). The annual dividend forecast is ¥62, up from ¥60.