FoodBud
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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

Kotobuki Spirits Co.,Ltd.

High
Brandest. scale

JPX/TSE 2222 · Japan

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

Dessert/sweets retail operator with very strong profitability; packaged product exposure kept in B-core review.

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.
172 stores
Directional proxy
FY2026 ended 2026-03-31: Unverified: no citable primary disclosure with a verbatim excerpt found. Stored value 172. The 74th-period 有価証券報告書 and the FY2026 決算説明会資料 describe net store movements (11 openings, 9 closings in シュクレイ alone) but do not present a consolidate
Directional proxy
S1 official primary (opens in new tab)
Regulatory Filing · Unverified: no citable primary disclosure with a verbatim excerpt found. Stored value 172. The 74th-period 有価証券報告書 and the FY2026 決算説明会資料 describe net store movements (11 openings, 9 closings in シュクレイ alone) but do not present a consolidate
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Scale
Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.
$522.88M
FY2026 ended 2026-03-31: 当連結会計年度の売上高は78,781百万円(前期比8.9%増)、営業利益は、18,598百万円(前期比5.6%増)、経常利益は、18,733百万円(前期比5.9%増)、親会社株主に帰属する当期純利益は、12,557百万円(前期比3.6%増)となり
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 · 当連結会計年度の売上高は78,781百万円(前期比8.9%増)、営業利益は、18,598百万円(前期比5.6%増)、経常利益は、18,733百万円(前期比5.9%増)、親会社株主に帰属する当期純利益は、12,557百万円(前期比3.6%増)となり
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.
$3.04M
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.
$78.95M
FY2026 ended 2026-03-31: 親会社株主に帰属する当期純利益は、12,557百万円(前期比3.6%増)となり、売上高及び各段階利益ともに過去最高値を更新いたしました。
Profit-positiveScale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S1 official primary (opens in new tab)
Regulatory Filing · 親会社株主に帰属する当期純利益は、12,557百万円(前期比3.6%増)となり、売上高及び各段階利益ともに過去最高値を更新いたしました。
Provenance
Tier: S1 official primary
Source: Regulatory Filing
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$495.33M
JPY 78,781 million FY2026 ended 2026-03-31 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.
$1.95B
as of 2026-06-25: TYO:2222 has 154.43 million shares outstanding. The stock was trading at 2,418.00 JPY as of June 25, 2026. Market cap or net worth of JPY 361.60 billion.
Market cap (USD)Scale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S3 supplementary (opens in new tab)
Media Or Aggregator · TYO:2222 has 154.43 million shares outstanding. The stock was trading at 2,418.00 JPY as of June 25, 2026. Market cap or net worth of JPY 361.60 billion.
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

6/19 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)
not disclosed
Service model
specialty food retailanalyst (opens in new tab)
Price tier
premiumsecondary (opens in new tab)
Company
Founded
1,952S3 supplementary (opens in new tab)
HQ country
Japan~
CEO
Seigo Kawagoesecondary (opens in new tab)
Employees
1,801secondary (opens in new tab)
Ownership
Parent
public-standalone (dispersed institutional ownership; no single controlling parent identified)financial_data (opens in new tab)~
PE / holding
not disclosed
Recent M&A
not disclosed
Growth
Revenue YoY
8.89%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
not disclosed
By-market footprint
Japan
135 storesS1 official primary (opens in new tab)
Overseas aggregate
37 stores◑derivedS1 official primary (opens in new tab)
overseas_country_split_gap
—S1 official primary (opens in new tab)

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

Disclosed store model

disclosed5/9 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
172 stores
172 store-brand stores (Japan 135 + overseas direct 6 + overseas franchise 31)
Source-backedS1 official primary (opens in new tab)
Operational scale
$523M
Company revenue proxy: JPY 78,781 million FY2026 ended 2026-03-31 revenue/sales across 172 store-brand stores including overseas direct and franchise locations; use with profit context.
Source-backedS1 official primary (opens in new tab)
Revenue
$495M
JPY 78,781 million FY2026 ended 2026-03-31 revenue/sales.
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.

Kotobuki Spirits Co.,Ltd.
Operating margin
24.3%
FYE2025-03
Source-backedS1 official primary (opens in new tab)
Food cost %
38.1%
FYE2025-03
Source-backedS1 official primary (opens in new tab)
Labor cost %
11.1%
FYE2025-03
Source-backedS1 official primary (opens in new tab)
Rent cost %
3.4%
FYE2025-03
Source-backedS1 official primary (opens in new tab)
Marketing cost %
5.9%
FYE2025-03
Source-backedS1 official primary (opens in new tab)
Delivery cost %
3.3%
FYE2025-03
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 495,333,512 / 172 stores = ~USD2,879,846/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 / COGS38.1%
FYE2025-03· JGAAP; premium gift-confectionery manufacturer-retailer (not restaurant); 支払手数料 6.5% = station/airport channel feesS1 official primary (opens in new tab)Source-backed
Manufacturing-retail口径; OPM 24.3% from inbound gift demand. Channel cost rides in fees not rent.
Labor11.1%
FYE2025-03· JGAAP; premium gift-confectionery manufacturer-retailer (not restaurant); 支払手数料 6.5% = station/airport channel feesS1 official primary (opens in new tab)Source-backed
Manufacturing-retail口径; OPM 24.3% from inbound gift demand. Channel cost rides in fees not rent.
Rent / occupancy3.4%
FYE2025-03· JGAAP; premium gift-confectionery manufacturer-retailer (not restaurant); 支払手数料 6.5% = station/airport channel feesS1 official primary (opens in new tab)Source-backed
Manufacturing-retail口径; OPM 24.3% from inbound gift demand. Channel cost rides in fees not rent.
Delivery commission3.3%
FYE2025-03· JGAAP; premium gift-confectionery manufacturer-retailer (not restaurant); 支払手数料 6.5% = station/airport channel feesS1 official primary (opens in new tab)Source-backed
Manufacturing-retail口径; OPM 24.3% from inbound gift demand. Channel cost rides in fees not rent.
Marketing5.9%
FYE2025-03· JGAAP; premium gift-confectionery manufacturer-retailer (not restaurant); 支払手数料 6.5% = station/airport channel feesS1 official primary (opens in new tab)Source-backed
Manufacturing-retail口径; OPM 24.3% from inbound gift demand. Channel cost rides in fees not rent.
Operating margin24.3%
FYE2025-03· JGAAP; premium gift-confectionery manufacturer-retailer (not restaurant); 支払手数料 6.5% = station/airport channel feesS1 official primary (opens in new tab)Source-backed
Manufacturing-retail口径; OPM 24.3% from inbound gift demand. Channel cost rides in fees not rent.
Not separately disclosed13.9%

Supply chain

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.

No supplier relationships collected for this brand yet.

Peers in this segment

Fujiya 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.