TORIDOLL Holdings Corporation (3397) Stock Price

Market cap
¥380B
P/E ratio
73.7x
Toridoll Holdings operates diverse restaurant chains including Marugame Udon noodle shops and other dining brands across Japan and international markets.

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Business Overview

Toridoll Holdings is a restaurant group operating through both company-owned and franchise formats. The group consists of Toridoll Holdings as the parent company, 89 consolidated subsidiaries, and 22 joint ventures and affiliated companies.

Toridoll Holdings' business segments are divided into three main categories: "Marugame Udon," "Domestic Other," and "Overseas Business." Marugame Udon is a specialty restaurant chain serving Sanuki udon noodles throughout Japan. Each location is equipped with noodle-making machines that produce fresh noodles from flour, allowing the company to serve udon that is freshly made, freshly boiled, and freshly prepared.

The Domestic Other segment includes brands such as "Kona's Coffee," which features a Hawaii concept; "Zundou-ya," known for its rich pork bone broth; and "Banhaiyu," a standing izakaya bar. These restaurants provide diverse dining experiences across Japan.

The Overseas Business segment operates brands including "Tam Jai," a rice noodle soup restaurant in Hong Kong; "MARUGAME UDON," the international version of Marugame Udon; and "FRANCO MANCA," a pizzeria in the United Kingdom. These brands offer menus tailored to local cultures and dining preferences, strengthening the company's presence in international markets.

Toridoll Holdings operates diverse restaurant brands domestically and internationally, aiming for global growth by providing services tailored to regional needs.

Management Policy

Toridoll Holdings is developing a medium-term management plan for 2023-2028 as it pursues growth as a global food company. The plan targets revenue of 333 billion yen and an operating profit margin of 8.3% by 2028. To achieve this, the company has adopted the "KANDO Trade-On Strategy," aiming to deploy a diverse portfolio of brands that deliver inspiring experiences worldwide.

The company's growth strategy is built on four key priorities. First, "pursuing inspiring experiences" aims to increase customer satisfaction through creating new experiences across different occasions and developing talent. Second, "expanding the quantity and quality of the business portfolio" uses M&A to acquire new business formats and achieve balanced growth.

Third, "establishing a local buddy structure" accelerates store openings in overseas markets by leveraging local partners to simultaneously expand multiple business formats. Fourth, "building the foundation to support N×N expansion" seeks to create synergies between brands by leveraging a global network.

Through these strategies, Toridoll Holdings aims to strengthen its competitive position in global markets and achieve sustainable growth.

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