Toridoll Holdings

Restaurants & food service · 3397

The Japan read

From the company's own filing for Q1 (Apr–Jun 2026) · reported 2026-08-14 · the filing

+3.6%Japan salesDomestic revenue (Marugame Seimen and other Japan brands); Marugame Seimen alone +3.2%.

JapanMarugame Seimen's existing-store sales were flat (100.0%): customers fell 2.2% while spend per customer rose 2.2%; its business profit dropped 16.0% as labour costs from added staff and utilities outpaced sales.
StoresMarugame Seimen opened 12 shops and closed none, reaching 899, including AEON Mall Rinku Sennan in Osaka; Kona's new formats opened beside Shibuya Station (goodNess) and at AEON Lake Town Outlet (KNOWS COFFEE).

Other callouts in the filing

SegmentToridoll's other Japan brands grew revenue 5.0% to ¥10.5bn, led by Kona's Coffee (+8.1%), while Zundoya ramen edged up 0.5%; segment business profit fell 15.0% on labour and opening costs.
One-offOperating profit fell further than business profit because a prior-year one-off insurance receipt dropped out and Fulham Shore's UK rebuild brought write-offs and restructuring costs, partly offset by lease-termination gains; 47 Fulham sites closed.
BasisA weaker yen added roughly 9% to overseas segment revenue and about 7% to its business profit, the company says, more than the segment's 3.4% reported revenue growth.
OutlookGuidance is unchanged and the quarter ran broadly to plan; Marugame Seimen is planned to grow revenue 6.4% to ¥146.0bn this year, with 45 openings and 10 closures.

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.

Show figures in

Q1 (Apr–Jun 2026) · Year-to-Date

Reported 2026-08-14

Revenue¥72.3bn+3.5%

Operating profit¥5.3bn−34.3%

Net income¥3.0bn−31.0%

Japan+3.6%Domestic revenue (Marugame Seimen and other Japan brands); Marugame Seimen alone +3.2%.

Toridoll — Marugame Seimen at home, and the group's push to sell Japanese food abroad — grew revenue 3.5% to ¥72.3bn in April–June 2026, but operating profit fell 34.3% to ¥5.3bn and profit attributable to owners 31.0% to ¥3.0bn against a prior year that carried one-off gains. Business profit, the measure the company leads on, fell 9.3% to ¥5.8bn and EBITDA 2.4% to ¥13.4bn. Full-year guidance points to ¥287.0bn revenue (+3.0%).