FoodBud
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

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中文

Company card

KOMEDA Holdings Co.,Ltd.

High
Brandest. scale

JPX/TSE 3543 · Japan

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

Komeda 是日本咖啡馆加盟体系样本;royalty/franchise revenue 与全店销售要分开读。

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.
1,083 stores
FY2025 Feb (ending 2025-02-28): 当連結会計年度末の店舗数は1,083店舗となりました。合計 1,023(51) 66(14) 6(1) 1,083(60)
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · 当連結会計年度末の店舗数は1,083店舗となりました。合計 1,023(51) 66(14) 6(1) 1,083(60)
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Scale
Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.
$381.95M
FY2026: Revenue during the consolidated fiscal year amounted to ¥57,225 million; table shows Revenue 47,057 57,225.. USD=estimated via FRED period-average 149.823775 (FRED); JPY 57225000000 authoritative. Freshness refresh (Cowork, on-basis; basis unchanged).
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)
Regulatory Filing · Revenue during the consolidated fiscal year amounted to ¥57,225 million; table shows Revenue 47,057 57,225.
Provenance
Tier: S1 official primary
Source: Regulatory Filing
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.
$352,677
Screening proxyest.
Derived scale_per_store = scale_usd ÷ store_count (1083) at company_operated_revenue (FY2026).
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.
$36.56M
FY2025 Feb (ending 2025-02-28): 親会社の所有者に帰属する当期利益は5,814百万円(前連結会計年度比2.6%減)となりました。
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 · 親会社の所有者に帰属する当期利益は5,814百万円(前連結会計年度比2.6%減)となりました。
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$295.88M
JPY 47,057 million FY2025 revenue.
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.
$828.72M
Directional proxy
May 22, 2026: Unverified: no citable primary disclosure with a verbatim excerpt found. Market cap is price×shares (aggregator-derived). companiesmarketcap.com shows $0.88B end-2025 and $0.76B June 2026, bracketing the stored $828.7M at May 22 2026 as pla
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. Market cap is price×shares (aggregator-derived). companiesmarketcap.com shows $0.88B end-2025 and $0.76B June 2026, bracketing the stored $828.7M at May 22 2026 as pla
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

10/19 source-backed

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

Format & positioning
Cuisine (primary)
coffee cafeS4 (opens in new tab)
Cuisine (secondary)
sandwich bakeryS4 (opens in new tab)
Service model
coffee cafetertiary (opens in new tab)
Price tier
midsecondary (opens in new tab)
Company
Founded
1,968secondary (opens in new tab)
HQ country
Japansecondary (opens in new tab)
CEO
Yuichi Amarisecondary (opens in new tab)
Employees
468 headcountsecondary (opens in new tab)~
Ownership
Parent
public-standalone (no controlling parent; dispersed institutional holders since 2016 IPO)financial_data (opens in new tab)
PE / holding
No current PE owner. Historically owned by Advantage Partners then MBK Partners (2013); MBK fully exited at/after the June 2016 TSE IPOnews (opens in new tab)
Recent M&A
not disclosed
Growth
Revenue YoY
21.61%S3 supplementary (opens in new tab)
Pricing & digital
Avg check
not disclosed
Digital sales
not disclosed
Off-premise
not disclosed
Loyalty members
not disclosed
Franchise terms
Royalty
not disclosed
Franchise fee
$20,000franchisor-site (opens in new tab)~
By-market footprint
Japan
1,083 storesS1 official primary (opens in new tab)

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

Disclosed store model

disclosed6/7 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
1,083 stores
1,083 stores across Komeda group brands
Source-backedS1 official primary (opens in new tab)
Revenue
$296M
JPY 47,057 million FY2025 revenue.
Source-backedS1 official primary (opens in new tab)
Scale
$309M
Direct/operator revenue proxy: JPY 47,057 million FY2025 revenue across 1,083 disclosed stores/locations; no separate terminal system-sales amount is promoted in this patch.
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.

KOMEDA Holdings Co.,Ltd.
Same-store wholesale sales (YoY)
3.5% yoy change
9M_FY2025
Source-backedS1 official primary (opens in new tab)
Operating margin
16.13%
FY2026-02
Source-backedS1 official primary (opens in new tab)
Food cost %
70.55%
FY2026-02
Source-backedS1 official primary (opens in new tab)
Labor cost %
0.39%
FY2026-02
Source-backedS1 official primary (opens in new tab)

Single-store model

3/3 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 295,880,542 / 1,083 stores = ~USD273,205/store.
FY2024_or_latest_L1
EstimatedNeeds source
Same-store sales
Franchise/wholesale model: disclosed SSS basis = wholesale to franchisees, NOT franchisee retail SSS.
Komeda same-store WHOLESALE sales to franchise stores +3.5% YoY 9M FY2025 (all-store wholesale +9.5%).
9M_FY2025
Source-backedS1 official primary (opens in new tab)
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

3/6 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 / COGS70.55%
FY2026-02· 連結 IFRS; COGS=goods to franchisees; SG&A HQ-onlyS1 official primary (opens in new tab)Source-backed
KOMEDA FRANCHISE/wholesale coffee; food%/labor% NOT comparable to direct
Labor0.39%
FY2026-02· 連結 IFRS; COGS=goods to franchisees; SG&A HQ-onlyS1 official primary (opens in new tab)Source-backed
KOMEDA FRANCHISE/wholesale coffee; food%/labor% NOT comparable to direct
Rent / occupancy—
FY2026-02· 連結 IFRS; COGS=goods to franchisees; SG&A HQ-onlyGap
KOMEDA FRANCHISE/wholesale coffee; food%/labor% NOT comparable to direct
Delivery commission—
FY2026-02· 連結 IFRS; COGS=goods to franchisees; SG&A HQ-onlyGap
KOMEDA FRANCHISE/wholesale coffee; food%/labor% NOT comparable to direct
Marketing—
FY2026-02· 連結 IFRS; COGS=goods to franchisees; SG&A HQ-onlyGap
KOMEDA FRANCHISE/wholesale coffee; food%/labor% NOT comparable to direct
Operating margin16.13%
FY2026-02· 連結 IFRS; COGS=goods to franchisees; SG&A HQ-onlyS1 official primary (opens in new tab)Source-backed
KOMEDA FRANCHISE/wholesale coffee; food%/labor% NOT comparable to direct
Not separately disclosed12.9%

Supply chain

2 suppliers · 0 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.

Olam Group LimitedSGX:VC2
Ingredients
discloses as: KOMEDA Holdings Co.,Ltd.
—named (no % disclosed)S2 citedsource (opens in new tab)
—named (no % disclosed)S3 newssource (opens in new tab)
Mitsubishi CorporationTSE:8058
Distribution
discloses as: KOMEDA Holdings Co.,Ltd.
—named (no % disclosed)S3 newssource (opens in new tab)

Peers in this segment

Yum ChinaRevenue proxyMixueGMV / system salesGumingGMV / system salesChaPandaRevenue proxyAuntea JennyRevenue proxyDOUTOR・NICHIRES Holdings Co.,Ltd.Company-operated revenue (proxy)

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