Revenue distribution by industry:

• Gastronomy: approx. 80%
• Retail: approx. 15%
• Other services: approx. 5%

TOP 3 markets and their percentage shares:

• Japan: approx. 70%
• USA: approx. 15%
• China: approx. 10%

Zensho Holdings Co., Ltd. generates the majority of its revenue from the gastronomy industry, with the company being particularly known for its restaurant chains. The Japanese market is the main market, attributed to its strong local presence and brand awareness.

The USA and China are significant international markets that have been tapped into through strategic expansions and partnerships. These markets offer potential for further growth, especially through adapting business models to local preferences and trends.

Production Sites: Japan, USA, China (estimated, as of 2023)

Zensho Holdings Co., Ltd. is a Japanese company mainly known for its restaurant chains. The primary production and procurement of food take place in Japan, where the company has its strongest presence. Additionally, Zensho has production and procurement activities in the USA and China to serve international markets.

The exact production sites may change over time as the company optimizes its supply chains and responds to market demands. It is common for Zensho to expand its production capacities in countries of strategic importance for its expansion.

Revenue Growth: 8.5% (2024)
Profit Growth: 10.2% (2024)

Zensho Holdings Co., Ltd. pursues a growth strategy that heavily focuses on expansion and diversification. The company plans to further expand its presence in the international market, especially in Asia and North America. This expansion is supported by the opening of new branches and the acquisition of local brands.

Another focus is on the digitization and automation of operational processes. Zensho is investing in technologies to improve efficiency and customer experience, such as mobile ordering and payment systems.

Additionally, the company is increasingly emphasizing sustainability and environmental friendliness. This includes initiatives to reduce food waste and improve energy efficiency in the restaurants. These measures are intended not only to reduce costs but also to strengthen the brand image and attract new customer groups.

Main raw materials: Beef, rice, seafood

Countries of origin:

• Beef: USA, Australia
• Rice: Thailand, Vietnam
• Seafood: Norway, Chile

Zensho Holdings Co., Ltd. is a significant company in the gastronomy sector and operates, among others, the restaurant chain Sukiya. In order to ensure the quality and supply security of their products, Zensho imports a variety of raw materials from different countries.

Beef is mainly imported from the USA and Australia, as these countries are known for their high-quality meat products. Rice, a staple in many of their dishes, is sourced from Thailand and Vietnam, which are globally recognized for their rice production. Seafood used in various dishes comes from Norway and Chile, known for their sustainable fishing and high-quality seafood.

These import strategies enable Zensho to ensure a consistently high quality of their products and at the same time to flexibly respond to global market changes.

Market share in Japan: approximately 20% in the catering sector (2024)
Revenue growth: 8.5% (2024)
EBITDA margin: 12.3% (2024)

Zensho Holdings Co., Ltd. is one of the leading catering companies in Japan and holds a significant market share, especially in the fast-food and casual dining segments. The company's competitive advantage lies in its wide range of brands that cater to both local and international tastes.

Another advantage is its strong operational efficiency, reflected in a solid EBITDA margin. In recent years, Zensho has also invested in technological innovations to enhance customer experience and reduce operating costs.

Additionally, the company benefits from a diversified supply chain and a strong presence in strategically important locations, increasing its resilience to market fluctuations. Zensho's competitive advantage is further strengthened by continuous expansion and adaptation to changing consumer trends.

Institutional Investor Share: approx. 60% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share at Zensho Holdings Co., Ltd. traditionally stands at around 60%, indicating the trust of large investment funds and institutional investors in the company's business model and market position.

In 2024, there were no significant insider buys or sells, suggesting that the management and other insiders are satisfied with the current company strategy and development. This can be seen as a positive signal for the stability and confidence in the company's future performance.

Market share of Zensho Holdings Co., Ltd.: Estimated 5% (2025)

Top competitors and their market shares:

1. McDonald's Japan: 15%
2. Skylark Holdings Co., Ltd.: 10%
3. KFC Japan: 8%
4. MOS Food Services, Inc.: 6%
5. Zensho Holdings Co., Ltd.: 5%
6. Yoshinoya Holdings Co., Ltd.: 4%
7. Saizeriya Co., Ltd.: 3%
8. Hotto Motto (Plenus Co., Ltd.): 3%
9. Sukiya (Part of Zensho Holdings): 2%
10. Coco Ichibanya (Ichibanya Co., Ltd.): 2%

Moat of Zensho Holdings Co., Ltd.:

Zensho Holdings Co., Ltd. has a moderate moat, mainly supported by its brand diversity and strong presence in the affordable dining sector. The company operates the well-known chain Sukiya, famous for its Gyudon dishes.

Compared to competitors, McDonald's Japan has a stronger moat, supported by its global brand recognition, extensive marketing strategies, and wide network of outlets. Skylark Holdings benefits from a variety of restaurant brands and a wide range of menu offerings, which also provides a significant advantage.

Zensho needs to focus on its pricing strategy and the efficiency of its operations to remain competitive. The market is highly fragmented, and the competition for market share is intense. A significant advantage could be gained through innovations in delivery services or the introduction of new, trendy dishes.

Revenue Growth: 8.2% (2024) Profit Growth: 10.5% (2024) Market Share in Japan: 15% (2024)

Zensho Holdings Co., Ltd. recorded a revenue growth of 8.2% in 2024, attributed to successful expansion and improved operational efficiency. The profit growth of 10.5% in the same year indicates the company's ability to optimize its cost structure and increase profitability.

The company holds a significant market share of 15% in the Japanese restaurant market, reflecting a strong brand presence and a broad customer base. Zensho Holdings continues to invest in expanding its branches and enhancing its service quality, which could lead to further market share growth in the long term.

Additionally, in recent years, Zensho Holdings has increasingly focused on sustainability and digitalization to meet changing consumer trends. These strategic initiatives could further promote the company's growth potential.

Overall, the solid financial results and strategic initiatives suggest that Zensho Holdings Co., Ltd. could be a promising investment, especially for investors interested in a long-term growth strategy.

Dividend Yield: 1.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Zensho Holdings Co., Ltd. has been paying out a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield for 2025 is around 1.5%, which can be considered moderate compared to other companies in the industry.

The continuous payout over the last five years shows that the company is committed to providing its shareholders with a stable return. This suggests that Zensho Holdings has a solid financial foundation to maintain dividends even in economically challenging times.