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

YOSHINOYA HOLDINGS CO.,LTD.

Medium
Group★Golden 50est. scale

JPX/TSE 9861 · Japan

Listing status
listed
Operating model
Mixed direct + franchise
Scale basis
Company-operated revenue (proxy)
Confidence
Medium
Segment
qsr snack fastfood

吉野家是牛丼/QSR 全球连锁样本;终端 system sales 未单独披露时,用收入/店和利润率做方向性比较。

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.
2,821 stores
FY2025 (ending February 28, 2025): 2025年2月期 決算短信 (April 10, 2025): group total store count 2,821 as of fiscal year-end; 75 domestic and 97 overseas stores opened during the period
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · 2025年2月期 決算短信 (April 10, 2025): group total store count 2,821 as of fiscal year-end; 75 domestic and 97 overseas stores opened during the period
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.
$1.51B
FY2026: Net sales 204,983 225,667.. USD=estimated via FRED period-average 149.823775 (FRED); JPY 225667000000 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 · Net sales 204,983 225,667.
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.
$533,930
Screening proxyest.
Derived scale_per_store = scale_usd ÷ store_count (2821) 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.
$23.91M
FY2025 (ending February 28, 2025): 親会社株主に帰属する当期純利益:38億300万円 (¥3,803 million) — 前年同期から△1,801百万円(△32.1%)— 2025年2月期 連結決算短信
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 · 親会社株主に帰属する当期純利益:38億300万円 (¥3,803 million) — 前年同期から△1,801百万円(△32.1%)— 2025年2月期 連結決算短信
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$1.29B
JPY 204,983 million
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.
$1.31B
~May 22-23, 2026: Market cap 198.84B–209.26B JPY; shares outstanding 64.57–64.73M; stock price 3,033–3,233 JPY (late May 2026 range); stored $1.315B USD consistent with ~¥209B ÷ ~159 JPY/USD
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 · Market cap 198.84B–209.26B JPY; shares outstanding 64.57–64.73M; stock price 3,033–3,233 JPY (late May 2026 range); stored $1.315B USD consistent with ~¥209B ÷ ~159 JPY/USD
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

10/21 source-backed

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

Format & positioning
Cuisine (primary)
japanese
Cuisine (secondary)
not disclosed
Service model
QSRwikipedia (opens in new tab)
Price tier
valuereference (opens in new tab)
Company
Founded
1,899company-ir (opens in new tab)
HQ country
Japancompany-ir (opens in new tab)
CEO
Tetsuya Narusecompany-ir (opens in new tab)
Employees
16,409company-ir (opens in new tab)
Ownership
Parent
Public-standalone; dispersed institutional ownership, no single controlling shareholder (largest holders are Japanese trust banks)tier1_filing (opens in new tab)
PE / holding
not disclosed
Recent M&A
not disclosed
Growth
System sales YoY
not disclosed
Revenue YoY
10.1%S1 official primary (opens in new tab)
Net new units
189 unitsS1 official primary (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
5%FDD 2024 (Yoshinoya America) (opens in new tab)
Franchise fee
$27,500FDD 2024 (Yoshinoya America) (opens in new tab)
By-market footprint
Japan
2,821 storesS1 official primary (opens in new tab)

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

Disclosed store model

disclosed8/8 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
2,886 stores
as of Feb 28, 2026 (end of 第69期)
Source-backedS1 official primary (opens in new tab)
Company-operated
457 stores
as of Feb 28, 2026 (operating subsidiary 株式会社吉野家 directly-operated stores, Yoshinoya segment)
Source-backedS1 official primary (opens in new tab)
Company-operated
349 stores
as of Feb 28, 2026 (operating subsidiary ㈱はなまる directly-operated stores, Hanamaru segment)
Source-backedS1 official primary (opens in new tab)
Company-operated
79 stores
as of Feb 28, 2026 (overseas subsidiary YOSHINOYA AMERICA, INC. directly-operated stores, California)
Source-backedS1 official primary (opens in new tab)
New units opened
189 stores
FY2025 (第69期), Mar 1, 2025 - Feb 28, 2026
Source-backedS1 official primary (opens in new tab)
New units opened
51 stores
Yoshinoya segment, FY2025 (第69期), Mar 1, 2025 - Feb 28, 2026 (51 opened, 20 closed -> 1,290 stores)
Source-backedS1 official primary (opens in new tab)
New units opened
16 stores
Hanamaru segment, FY2025 (第69期), Mar 1, 2025 - Feb 28, 2026 (16 opened, 13 closed -> 418 stores)
Source-backedS1 official primary (opens in new tab)
New units opened
111 stores
Overseas segment, FY2025 (第69期), Mar 1, 2025 - Feb 28, 2026 (111 opened, 74 closed -> 1,035 stores)
Source-backedS1 official primary (opens in new tab)

Single-store model

1/1 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 1,288,872,668 / 2,821 stores = ~USD456,885/store.
FY2024_or_latest_L1
EstimatedNeeds source

Cost structure

5/6 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 / COGS36%
FYE2025-02· 売上原価 food (JGAAP)S1 official primary (opens in new tab)Source-backed
JGAAP. Best-disclosed: 広告宣伝費 2.3/地代家賃 7.5/labor 26.5. 売上原価 36.0 food. Group incl Hanamaru udon+overseas.
Labor26.5%
FYE2025-02· SG&A 給料+パート費; store labor also in COGSS2 official secondary (opens in new tab)Estimated
JGAAP. Best-disclosed: 広告宣伝費 2.3/地代家賃 7.5/labor 26.5. 売上原価 36.0 food. Group incl Hanamaru udon+overseas.
Rent / occupancy7.5%
FYE2025-02· 地代家賃 SG&AS1 official primary (opens in new tab)Source-backed
JGAAP. Best-disclosed: 広告宣伝費 2.3/地代家賃 7.5/labor 26.5. 売上原価 36.0 food. Group incl Hanamaru udon+overseas.
Delivery commission—
FYE2025-02Gap
JGAAP. Best-disclosed: 広告宣伝費 2.3/地代家賃 7.5/labor 26.5. 売上原価 36.0 food. Group incl Hanamaru udon+overseas.
Marketing2.3%
FYE2025-02· 広告宣伝費 SG&AS1 official primary (opens in new tab)Source-backed
JGAAP. Best-disclosed: 広告宣伝費 2.3/地代家賃 7.5/labor 26.5. 売上原価 36.0 food. Group incl Hanamaru udon+overseas.
Operating margin3.6%
FYE2025-02· group incl Hanamaru+overseasS1 official primary (opens in new tab)Source-backed
JGAAP. Best-disclosed: 広告宣伝費 2.3/地代家賃 7.5/labor 26.5. 売上原価 36.0 food. Group incl Hanamaru udon+overseas.
Not separately disclosed24.1%

Supply chain

5 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.

Kitoku Shinryo Co., Ltd.JPX:2700
Ingredients
discloses as: YOSHINOYA HOLDINGS CO.,LTD.
—named (no % disclosed)S3 newssource (opens in new tab)
Shinmei Co., Ltd. (Shinmei Holding)
Ingredients
discloses as: YOSHINOYA HOLDINGS CO.,LTD.
—named (no % disclosed)S3 newssource (opens in new tab)
Yamato Transport (Yamato Holdings Co., Ltd.)JPX:9064
Logistics
discloses as: YOSHINOYA HOLDINGS CO.,LTD.
—named (no % disclosed)S2 citedsource (opens in new tab)
Itochu CorporationJPX:8001
Protein
discloses as: YOSHINOYA HOLDINGS CO.,LTD.
—named (no % disclosed)S3 newssource (opens in new tab)
National Beef Packing Company
Protein
discloses as: YOSHINOYA HOLDINGS CO.,LTD.
—named (no % disclosed)S3 newssource (opens in new tab)

Peers in this segment

McDonald's Holdings Company(Japan),Ltd.GMV / system salesJollibee Foods CorporationGMV / system salesZENSHO HOLDINGS CO.,LTD.GMV / system salesMOS FOOD SERVICES,INC.GMV / system salesDPC DashRevenue proxy교촌에프앤비Revenue proxy

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