FoodBud
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

Global foodservice chain intelligence. Every figure should link back to a source.

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中文

Company card

Fujiya Co.,Ltd.

High
Brandest. scale

JPX/TSE 2211 · Japan

Listing status
listed
Operating model
Direct / managed estate
Scale basis
Company-operated revenue (proxy)
Confidence
High
Segment
dessert bakery

Bakery/dessert retail plus manufacturing; retained as B-core operator review row.

Scale basis note

Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.

Compare this operator
Every number has a source row

Metrics below keep source tier, quality, period, and source link visible at the metric level.

Source tiers
S1Official primary — filings, annual reports, prospectuses
S2Official secondary — IR decks, transcripts
S3Supplementary — vetted media, databases
S0Not usable — flagged, never published

Source tiers — S1 official primary · S2 official secondary · S3 supplementary · S0 not usable. Open “Provenance” on any number for its tier, basis, precision, and do-not-use note.

GMV is not revenue

GMV/system sales, revenue, and royalty pool sales are separate scale bases. Screening proxies are directional only.

MetricValuePeriod / basisQualitySource
Stores
Reported restaurant, coffee shop, tea shop, bakery, or comparable chain units.
850 stores
FY2025: 不二家洋菓子店の営業店舗数は、不採算店や後継者不足等によるフランチャイズ店の閉鎖等により850店(前期差42店減)となっております。 (resolved from prior 1000 per Cowork rule — latest complete FY, highest tier; new-FY beats stale value).
Source-backed
S3 supplementary (opens in new tab)
Media Or Aggregator · 不二家洋菓子店の営業店舗数は、不採算店や後継者不足等によるフランチャイズ店の閉鎖等により850店(前期差42店減)となっております。
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Scale
Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.
$799.35M
FY2025: net sales were JPY 119.558 billion (+8.7% YoY), operating income was JPY 2.84 billion (+23.6% YoY)
Company-operated revenue (proxy)Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · net sales were JPY 119.558 billion (+8.7% YoY), operating income was JPY 2.84 billion (+23.6% YoY)
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Company-operated revenue (proxy)
Precision: Estimated
Scale per store
Screening proxy: scale divided by store count. It is not audited AUV or unit profit.
$799,352
Screening proxyest.
Derived scale_per_store using scale ÷ store_count at the linked scale basis; not a separately reported company metric.
Company-operated revenue (proxy)Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: Company-operated revenue (proxy)
Precision: Derived
Profit signal
Profit signal from the source period. Read with local accounting and segment mix in mind.
$13.58M
FY2025: JPY 2,031,000,000 JPY. USD=estimated via DEXJPUS period-average 149.56864 (currency_per_usd, FRED DEXJPUS; daily mean 2025-01-01..2025-12-31; obs=250); JPY 2031000000 authoritative. (A2 stale-FX/FY refresh, Cowork-approved; basis unchanged).
Profit-positiveScale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · Latest disclosed FY2025: Net Income Attributable to Owners of Parent: JPY 2.031 billion (+21.4% year-over-year)
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$751.72M
JPY 119,558 million FY2025 ended 2025-12-31 revenue/sales.
Revenue proxyRecognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: Revenue proxy
Precision: Manual override

Market data (listed companies)

Market valuation · fluctuates · not operational scale · do not compare with GMV / system sales. Listed companies only.

MetricValuePeriod / basisQualitySource
Market cap
Public market capitalization captured in the locked source snapshot.
$377.69M
Directional proxy
Unverified: no citable primary disclosure with a verbatim excerpt found. Stored USD 377,693,999 (period: May 22, 2026) implies JPY ~57.5B at ~152 JPY/USD. StockAnalysis shows June 24, 2026 market cap of JPY 60.57B (~USD 398M) and Dec 30, 20
Market cap (USD)Scale basis not specified. Use as a screening signal until a source pack is attached.
Directional proxy
S3 supplementary (opens in new tab)
Media Or Aggregator · Unverified: no citable primary disclosure with a verbatim excerpt found. Stored USD 377,693,999 (period: May 22, 2026) implies JPY ~57.5B at ~152 JPY/USD. StockAnalysis shows June 24, 2026 market cap of JPY 60.57B (~USD 398M) and Dec 30, 20
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Basis: Market cap (USD)
Precision: Market snapshot · not operational scale
⚠ Do not use for: Market valuation · not operational scale · never compare with GMV/system sales

Operator profile

7/19 source-backed

Classification, firmographics, ownership and operating dimensions — source-backed where disclosed, marked as a gap (never inferred) where not.

Format & positioning
Cuisine (primary)
dessertS2 official secondary (opens in new tab)
Cuisine (secondary)
coffee cafeS2 official secondary (opens in new tab)~
Service model
coffee cafewikipedia (opens in new tab)~
Price tier
midtrade_press (opens in new tab)~
Company
Founded
1,910primary (opens in new tab)
HQ country
Japanprimary (opens in new tab)
CEO
Nobuyuki Kawamurasecondary (opens in new tab)
Employees
2,457 headcountsecondary (opens in new tab)~
Ownership
Parent
Yamazaki Baking Co., Ltd. (JPX:2212) — controlling parent holding ~54.4% of voting rights; Fujiya is a consolidated subsidiarytier2_press (opens in new tab)
PE / holding
Yamazaki Baking Co., Ltd. is the controlling corporate holding owner (~54.4%)tier2_press (opens in new tab)
Recent M&A
not disclosed
Growth
System sales YoY
not disclosed
Revenue YoY
8.7%S1 official primary (opens in new tab)
Net new units
not disclosed
Pricing & digital
Avg check
not disclosed
Digital sales
not disclosed
Franchise terms
Royalty
5%Japanese franchise database (fc-owners.com) (opens in new tab)~
Franchise fee
$500,000Japanese franchise database (fc-owners.com) (opens in new tab)~
By-market footprint
Japan
1,000 storesS1 official primary (opens in new tab)

Store counts by market/region — footprint context, not a same-basis comparison.

Disclosed store model

disclosed6/9 source-backed

Company-operated vs franchised footprint, AUV and store-level economics — taken verbatim from each operator's own filing, never inferred. A separate axis from company scale and single-store economics.

Total stores
1,000 stores
around 1,000 cake stores in Japan
Source-backedS1 official primary (opens in new tab)
Revenue
$752M
JPY 119,558 million FY2025 ended 2025-12-31 revenue/sales.
Source-backedS1 official primary (opens in new tab)
Scale
$799M
Company revenue proxy: JPY 119,558 million FY2025 ended 2025-12-31 revenue/sales across around 1,000 cake stores in Japan; use with profit context.
Source-backedS1 official primary (opens in new tab)
Company-operated
see brand drilldown
Franchised
see brand drilldown

Brand drilldown

non-additive

Per-brand detail — NOT additive (brands may use different bases / periods) and NOT counted in rankings. Listed for transparency only.

Fujiya Co.,Ltd.
Operating margin
2.4%
FYE2025-12
Source-backedS1 official primary (opens in new tab)
Food cost %
67.6%
FYE2025-12
Source-backedS1 official primary (opens in new tab)
Labor cost %
9.4%
FYE2025-12
Source-backedS1 official primary (opens in new tab)
Rent cost %
2%
FYE2025-12
Source-backedS1 official primary (opens in new tab)
Marketing cost %
2.6%
FYE2025-12
Source-backedS1 official primary (opens in new tab)
Delivery cost %
6.3%
FYE2025-12
Source-backedS1 official primary (opens in new tab)

Single-store model

2/2 source-backed

Unit economics are a separate axis from company-level scale — never read as the same number. Each field keeps its source, period, and quality; derived/estimated rows and gaps are marked.

AUV / unit sales
Derived system-sales/store = unit-volume proxy; not a disclosed AUV.
Derived: gmv_or_system_sales_usd 751,717,851 / 1,000 stores = ~USD751,718/store.
FY2024_or_latest_L1
EstimatedNeeds source
Company-operated share
Inferred ~100% company-operated from model tier; confirm exact split if disclosed.
Model tier "direct_or_managed_estate" -> inferred company-operated share 1.0.
current
EstimatedNeeds source

Cost structure

6/6 source-backed

Where each revenue dollar goes, latest disclosed year. Slices use each operator's reported base — % of revenue unless the row notes otherwise (% of GMV, restaurant-level, franchise goods-supply COGS). Grey = not separately disclosed. This is a separate axis from company scale and single-store economics.

Food / COGS67.6%
FYE2025-12· JGAAP; confectionery MANUFACTURER口径 (factory labor/dep in COGS); delivery=運賃及び倉庫料 logisticsS1 official primary (opens in new tab)Source-backed
Mostly candy manufacturing/wholesale; COGS 67.6% manufacturing口径 not comparable to restaurants.
Labor9.4%
FYE2025-12· JGAAP; confectionery MANUFACTURER口径 (factory labor/dep in COGS); delivery=運賃及び倉庫料 logisticsS1 official primary (opens in new tab)Source-backed
Mostly candy manufacturing/wholesale; COGS 67.6% manufacturing口径 not comparable to restaurants.
Rent / occupancy2%
FYE2025-12· JGAAP; confectionery MANUFACTURER口径 (factory labor/dep in COGS); delivery=運賃及び倉庫料 logisticsS1 official primary (opens in new tab)Source-backed
Mostly candy manufacturing/wholesale; COGS 67.6% manufacturing口径 not comparable to restaurants.
Delivery commission6.3%
FYE2025-12· JGAAP; confectionery MANUFACTURER口径 (factory labor/dep in COGS); delivery=運賃及び倉庫料 logisticsS1 official primary (opens in new tab)Source-backed
Mostly candy manufacturing/wholesale; COGS 67.6% manufacturing口径 not comparable to restaurants.
Marketing2.6%
FYE2025-12· JGAAP; confectionery MANUFACTURER口径 (factory labor/dep in COGS); delivery=運賃及び倉庫料 logisticsS1 official primary (opens in new tab)Source-backed
Mostly candy manufacturing/wholesale; COGS 67.6% manufacturing口径 not comparable to restaurants.
Operating margin2.4%
FYE2025-12· JGAAP; confectionery MANUFACTURER口径 (factory labor/dep in COGS); delivery=運賃及び倉庫料 logisticsS1 official primary (opens in new tab)Source-backed
Mostly candy manufacturing/wholesale; COGS 67.6% manufacturing口径 not comparable to restaurants.
Not separately disclosed9.7%

Supply chain

4 suppliers · 4 with S1 filing

Who supplies this brand — reverse-extracted from each supplier's own filing (top-customer / related-party disclosure). The % is the supplier's revenue share from this brand (supplier-side, not procurement spend), unless a note says otherwise. Each edge keeps its period, source tier, and audit link; named relationships without a disclosed % are shown as such.

Asahi Group Holdings, Ltd. (アサヒグループホールディングス㈱)TSE:2502
Ingredients
discloses as: Fujiya Co.,Ltd.
—named (no % disclosed)S1 filingsource (opens in new tab)
Fuji Oil Co., Ltd. (不二製油㈱)TSE:2607
Ingredients
discloses as: Fujiya Co.,Ltd.
—named (no % disclosed)S1 filingsource (opens in new tab)
Rengo Co., Ltd. (レンゴー㈱)TSE:3941
Packaging
discloses as: Fujiya Co.,Ltd.
—named (no % disclosed)S1 filingsource (opens in new tab)
Yamazaki Baking Co., Ltd.TSE:2212
Bakery
discloses as: Fujiya Co.,Ltd.
—named (no % disclosed)S1 filingsource (opens in new tab)

Peers in this segment

Kotobuki Spirits Co.,Ltd.Company-operated revenue (proxy)B-R 31 ICE CREAM CO.,LTD.GMV / system salesABR HOLDINGS LIMITEDGMV / system salesMorozoff LimitedCompany-operated revenue (proxy)S & P SYNDICATE PUBLIC COMPANY LIMITEDCompany-operated revenue (proxy)

Same segment — each operator keeps its own scale basis; this is navigation, not a like-for-like comparison.