CYJ Key Points Saizeriya (7581 JP) raises menu prices by an average of 6% from 29 October 2026. The Milano-style doria goes from ¥300 to ¥320 (+6.7%). The increase is driven by imported cost inflation: a weak yen, a 12% rise in imported wheat and a 4.9% rise in the minimum wage. Even after the …
Saizeriya and Japan’s Inflation Cycle, first Menu Price increase in 29 years. サイゼリヤと日本のインフレサイクル：29年ぶりのメニュー価格改定がもたらす巨大な営業レバレッジ
Saizeriya's Q3 FY2026 Results:Strong Growth Numbers,Potential Menu Price Hike to Release Operating Leverage . Background: In the 30 years deflationary environment in Japan, Saizeriya has kept menu price unchanged for 26 years. From September 2026, Saizeriya will increase menu price. As Saizeriya managment in the past few earnings quarters reiterated, they would keep price unchanged …
Order Status Analysis: MHI, KHI, and IHI (FY2025/2026)
三菱重工・川崎重工・IHI：防衛セクター受注状況分析 (FY2025/2026) Under the Sanae Takaichi administration’s aggressive defense budget expansion and the liberalization of the "Three Principles on Defense Equipment Transfer," Japan’s heavy industry trio has seen a historic surge in order backlogs. 1. Mitsubishi Heavy Industries (MHI) — The Strategic Hub As Japan’s primary defense contractor, MHI is the biggest beneficiary of the …
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UNIQLO Collaboration Strategy (UT Series) as a Performance Driver ユニクロのコラボ戦略（UTシリーズ）による業績拡大の分析
Fast Retailing Announces FY26Q1 Financial Results Fast Retailing reported a strong performance for the first quarter of fiscal year 2026 (FY26Q1). Total revenue reached 1.03 trillion yen, representing a year-on-year (YoY) increase of 14.8%. Attributable net profit rose by 11.7% to 147.4 billion yen. The gross margin improved by 0.7 percentage points to 55.2%, while …
