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Zensho (7550) investor relations material
Zensho Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Current business position
Achieved over ¥1 trillion in consolidated sales, with 14,947 stores globally as of March 2026, making it the top domestic food service company by sales.
Ranked 7th globally in food service sales, with ¥1.264 trillion in revenue for FY2026.
Demonstrated rapid growth, achieving 30-fold sales increases over two 15-year periods.
Strategic initiatives and future plans
Accelerating global store expansion and refining business formats for international markets.
Advancing digital transformation and AI to enhance store operations and customer experience.
Deepening global mass merchandising across livestock, seafood, agriculture, and processed goods.
Expanding takeout sushi and enhancing core products across all business segments.
Segment highlights
"Sukiya" operates 2,650 stores in 13 countries and regions, with 2,000 in Japan.
"Hama Sushi" has 862 stores in 5 countries, including 186 in mainland China.
Global ready-to-eat (chilled sushi, bento) business operates 8,970 stores in 18 countries.
Burger chain "Zetteria" opened its first store in 2023 and plans 259 stores by March 2026.
- Sales up 8.9% year-over-year, but profits declined sharply amid higher costs and extraordinary losses.7550
Q1 202624 Jun 2026 - Strong sales and profit growth with robust outlook, but risks from inflation and geopolitics persist.7550
Q4 202629 May 2026 - Net sales and profits increased, led by strong segment growth but with mixed performance overall.7550
Q3 202624 Feb 2026 - Net sales up 9.9% YoY; profits down on costs; new bond-type shares fund investments.7550
Q2 20269 Dec 2025 - Sales and profit surged on global growth and economic recovery, with guidance unchanged.7550
Q2 202513 Jun 2025 - Q1 saw robust sales and profit growth, driven by restaurant recovery and segment expansion.7550
Q1 202513 Jun 2025 - Double-digit profit growth and global expansion set the stage for continued gains.7550
Q4 20256 Jun 2025 - Strong sales and profit growth driven by restaurant demand; full-year outlook unchanged.7550
Q3 20256 Jun 2025
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