Three F Co., Ltd.【JP:7544】Stock Price

Three F is primarily engaged in the convenience store business. The company operates its business together with L.T.F. Co., Ltd., a consolidated subsidiary. L.T.F. operates the convenience store chain "Lawson Three F," with stores located across Tokyo, Kanagawa, Chiba, and Saitama.

Three F manages and operates L.T.F.'s business activities and provides product development support for items sold at "Lawson Three F." The company also operates directly managed stores under "gooz," a new convenience store format that prepares bakery items and prepared meals in-store to provide customers with freshly made, warm food.

L.T.F. has entered into a corporate franchise agreement with Lawson Co., Ltd. and serves as the chain headquarters for "Lawson Three F," providing management guidance to franchised stores and operating company-owned locations. Through this structure, the company delivers community-focused services.

Three F is committed to enriching community life and well-being, with management that emphasizes the individuality of each store. The company has established a medium- to long-term management plan spanning seven years from 2021 to 2027, aiming for sustainable growth and enhanced corporate value. This plan accounts for lease burden fluctuations resulting from brand transition and is divided into four phases: adjustment, development, growth, and harvest.

Three F's medium- to long-term management plan targets becoming Japan's leading convenience store chain through integrated management between franchisees and headquarters. Specific targets include increasing average daily sales per store by 13% and franchisee profits by 28% by 2027, while achieving operating profit of at least 1 billion yen. These measures aim to enhance corporate value.

The company's growth strategy focuses on "individual store optimization" and "franchisee business stabilization." For individual store optimization, the company is strengthening proposals for proprietary and differentiated products to gain competitive advantage in each region. Additionally, the introduction of a next-generation ordering system utilizing AI aims to improve store operational efficiency.

Facility improvements at existing stores are also a key strategic component. The company is undertaking renovations to enhance store aesthetics and equipment functionality while optimizing life-cycle costs. This approach strengthens competitiveness and enables sustainable growth. To stabilize franchisee operations, the company is reinforcing product assortment expansion and sales promotion support to drive revenue growth.