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日本市场业绩增速不如国际市场 寿司郎母公司:积极拓展新店
Nan Fang Du Shi Bao· 2025-08-19 16:42
Core Insights - FOOD&LIFE COMPANIES (F&LC) reported a revenue increase of 18.3% year-on-year to 313.149 billion yen for the fiscal year 2025 third quarter, with a net profit growth of 74.3% to 18.072 billion yen [1] - The company operates multiple restaurant brands, including Sushiro, Sugidama, Kyotaru, and Misaki, with a total of 1,180 stores, an increase of 25 stores year-on-year [1] - Sushiro remains the primary revenue driver, with a significant performance difference between domestic and international markets [2] Financial Performance - For the first three quarters of fiscal year 2025, Sushiro's net sales in Japan grew by 11.6% to 195.99 billion yen, while international sales surged by 41.2% to 93.105 billion yen [2][3] - Segment profit for Sushiro in Japan was 15.271 billion yen, while international segment profit reached 11.116 billion yen, reflecting a strong international performance [3] Market Expansion - Sushiro has expanded its international presence, with 212 stores outside Japan, a 38-store increase year-on-year, while the domestic market saw a decrease of 12 stores to 960 [1] - F&LC plans to continue expanding its international footprint while carefully evaluating the business environment in various regions [4] Economic Context - The recovery of Japan's economy is attributed to rising personal consumption and increased demand from overseas tourists, although challenges remain due to global political instability and prolonged yen depreciation [3] - The restaurant industry faces ongoing challenges, including rising prices of raw materials and energy, as well as a long-term labor shortage [3]