今回は、2025年05月21日に掲載されたクリエイト・レストランツ・ホールディングス<3387>のレポートを要約しました。
元レポートは下記の通りです。
クリエイト・レストランツ・ホールディングス<3387>レポートPDF
出典元：FISCO
それでは早速見ていきましょう。
CREATE RESTAURANTS HOLDINGS INC.: STRATEGY, PERFORMANCE, AND OUTLOOK
Introduction
In this comprehensive report, we delve into the business strategies, financial performance, and future prospects of create restaurants holdings inc. (3387) listed on the Tokyo Stock Exchange Prime Market. With a focus on the analysis provided by FISCO Ltd. Analyst Ikuo Shibata, we aim to provide a detailed overview of the company’s operations and outlook.
Company Profile and History
Business Description
create restaurants holdings inc. is primarily engaged in operating restaurants and food courts across various formats, including shopping centers and izakayas. The company’s strategic approach involves a multi-brand, multi-location strategy, emphasizing Group Federal Management through proactive M&A activities.
History
Founded in 1997, create restaurants holdings inc. has undergone significant growth, transitioning to a holding company structure in 2010. The company has diversified its portfolio by acquiring various restaurant brands and expanding into overseas markets since 2008.
Corporate Characteristics and Financial Results
Multi-Brand Strategy
The company’s strength lies in its ability to develop diverse restaurant formats in prime locations, attracting a wide range of customers. Notable acquisitions, such as ISOMARU SUISAN and Kagonoya, have expanded its presence in different market segments.
Financial Performance
In the fiscal year ending in 2025, create restaurants holdings inc. achieved record-high revenue of ¥156,354mn and operating profit of ¥8,504mn, demonstrating consecutive growth in both revenue and profits. Cost controls and strategic M&A activities have played a significant role in driving these positive results.
Key Initiatives and Results Outlook
The company’s key initiatives include expanding contract business, integrating distribution centers, establishing joint ventures for design and construction planning, and pursuing new M&A opportunities. Forecasts for the fiscal year 2026 indicate further growth in revenue to ¥165,000mn and operating profit to ¥9,600mn. The company plans to open new outlets, invest in technology, and implement cost controls to enhance profitability.
Medium-Term Management Plan and Future Prospects
Medium-Term Plan
create restaurants holdings inc.’s new five-year management plan aims to evolve intrinsic value, engage in synergistic M&A, and expand overseas business. By FY2/30, the company targets revenue of ¥230,000mn and operating profit of ¥16,000mn, focusing on brand development, geographical expansion, and technological advancements.
FY2/26 Forecasts
For the fiscal year 2026, the company projects sustained revenue and profit growth, driven by consumer spending, tourism demand, and strategic initiatives. The forecast includes revenue of ¥165,000mn and operating profit of ¥9,600mn, supported by adjusted EBITDA of ¥27,200mn.
FISCO’s View and Shareholder Return Policy
Analyst Perspective
FISCO’s analysis supports the rationality of create restaurants holdings inc.’s financial forecasts, emphasizing the importance of Group Federal Management, digital transformation, and human capital investment for future growth. Overseas expansion is highlighted as a key strategy for sustainable growth.
Shareholder Return Policy
The company plans to increase its annual dividend to ¥9.0 per share for FY2/26, reflecting a commitment to shareholder value and growth. The dividend policy considers business performance and future development, aiming to provide shareholder benefits through various initiatives.
In conclusion, create restaurants holdings inc. demonstrates a strong growth trajectory, driven by strategic initiatives, solid financial performance, and a clear vision for future expansion. With a focus on brand development, overseas expansion, and shareholder value, the company is well-positioned for continued success in the dynamic restaurant industry.
