Q1 operating profit fell 52.8% year-on-year as prior media-exposure boost faded, delivery demand settled, and costs rose.
Ohsho Food Service's consolidated results for the first quarter of the fiscal year ending March 2027, announced on July 31, showed revenue of 28.214 billion yen and operating profit of 1.415 billion yen, with operating profit down 52.8% from a year earlier. The sharp profit decline came as the prior-year boost from media exposure such as television programs faded, delivery demand settled down, and a growing thrift mindset amid rising prices combined with higher personnel costs, raw material prices, packaging materials and store construction costs. Meanwhile, the company left its full-year plan unchanged, forecasting revenue of 121.357 billion yen, operating profit of 10.951 billion yen and ordinary profit of 11.036 billion yen, while projecting net profit of 7.096 billion yen, a decrease that incorporates higher corporate taxes due to tax reform. The company announced on June 11 that it will expand and digitize its shareholder benefit program with a record date of the end of September. Shareholders holding at least 100 but fewer than 300 shares will see their annual benefits rise from 4,000 yen to 5,000 yen, while those holding 4,000 shares or more will see an increase from 35,000 yen to 42,000 yen, with amounts rising 1.2 to 1.33 times depending on the holding tier. The shareholder discount card offering 5% off at checkout will be given only for the end-of-March record date and will not apply at the end of September; the expansion covers only the meal vouchers granted twice a year, which will shift to electronic tickets usable on both paper and smartphones and allow redemption in one-yen increments.
Q1 operating profit fell 52.8% year-on-year as prior media-exposure boost faded, delivery demand settled, and costs rose.