吉野家要在拉面界成为世界第一

Core Viewpoint - Yoshinoya Holdings aims to expand its ramen business significantly, targeting a fourfold increase in store numbers to 500 by FY2029, as a new pillar of growth due to limited expansion opportunities in its core beef bowl business [1][2]. Group 1: Business Strategy - The company plans to increase consolidated sales by 46% to 300 billion yen by FY2029, with operating profit projected to rise 2.1 times to 15 billion yen [1]. - Ramen sales are expected to grow fivefold to 40 billion yen, increasing its share of total sales from 4% to 13% [1][2]. - Yoshinoya Holdings has been actively pursuing acquisitions to expand its ramen store network, with a focus on both domestic and international markets [2]. Group 2: Market Position and Pricing - The price of the beef bowl has been raised from 696 yen to 740 yen due to rising raw material costs, while the normal portion remains at 498 yen to remain competitive [3]. - Ramen can be priced around 1,000 yen, which is higher than the beef bowl, providing greater revenue potential [3]. - The company sees ramen as having a broader menu range and easier market penetration in regions where rice is less popular [3]. Group 3: Production and Supply Chain - Yoshinoya Holdings plans to invest 40 billion yen in acquisitions over the next five years, primarily targeting the ramen business and its supply chain [2][5]. - The company aims to enhance production capacity by 50% and storage capacity by 100% by 2027 through acquisitions [5]. - The focus will also include developing halal products for the soup base to cater to diverse markets [5]. Group 4: Competitive Landscape - The ramen market is competitive, with other Japanese companies like Ippudo and Ajisen Ramen also expanding internationally [5][6]. - Yoshinoya Holdings intends to leverage its experience in food ingredient management and noodle production to differentiate itself in the ramen market [6].