Del Sole

Basic Information

Stock Code
2876
Industry
Food Products
Category Detail
Bento & Delivery Services
Prefecture
Tokyo
Establishment Year
November 1964
Listing Year
February 1993
Official Website
https://www.jc-comsa.co.jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Demaekan, Primex, Fandery, Azuma House, Fujix, Ride On Express Holdings, Silver Life, Shokubun

Overview

Del Sole is a food manufacturer founded in 1964, specializing in frozen pizza and restaurant chains, and developing a diverse range of food businesses both domestically and internationally.

Current Situation

Del Sole recorded consolidated sales of approximately ¥17.8 billion and operating profit of approximately ¥920 million in 2019, maintaining a stable revenue base. In the frozen food business, it develops proprietary brands such as pizza, naan, and tortillas. In the restaurant business, it operates yakitori chains including 'Ichiban Dori' and 'Go Dori San-kei,' primarily in the Kanto and Kansai regions. Management has strengthened independence through an MBO and is actively expanding into Asian markets such as Indonesia and China. It excels in cheese processing technology and has obtained ISO 9001 food safety and quality certifications at multiple factories. For sustainable food supply, it focuses on stable procurement of domestic ingredients and has received the Minister of Agriculture, Forestry and Fisheries Award. It aims for growth through overseas expansion and strengthening restaurant brands. In recent years, it has reinforced imported frozen bread sales and is promoting diversification.

Trivia

Interesting Facts

  • A pioneer in the domestic frozen pizza market.
  • Operates 'Omede Taiyaki Honpo,' popular at highway service areas.
  • Former first Japan KFC store manager involved in CEO management.
  • Established multiple joint ventures and subsidiaries overseas, including in China and Indonesia.
  • Multiple ISO 9001 certified factories with established quality management systems.
  • Diverse chicken-specialized restaurant chains.
  • Unique expertise in cheese processing alongside pizza manufacturing.
  • Over 50 years of history since founding, with strong trust as an established company.
  • Diversification into non-food restaurant and delivery businesses through mergers.
  • Fundraising capability as a Tokyo Stock Exchange Standard-listed company.
  • Addresses customer needs with regionally limited restaurant brands.
  • Strengthened management independence after management buyout.
  • Multiple factories in the capital region, including Tama and Sagamihara.
  • Approximately 300 employees, a mid-sized food manufacturing company.
  • Utilizes diverse sales channels including department store basements and service areas.

Hidden Connections

  • Established a joint venture with Nichirei Foods in China to accelerate overseas expansion.
  • Entered Indonesian market through joint venture with Indofood Group.
  • Strength in cheese processing manufacturing via joint venture with Mitsubishi Corporation.
  • Former Japan KFC executives in management.
  • Tokyo Stock Exchange code 2876. High recognition within the industry.
  • Close transactions with food wholesalers and processed food manufacturers for strengthened collaboration.
  • Awarded Minister of Agriculture, Forestry and Fisheries Prize, focusing on domestic ingredient procurement.
  • Restaurant brands diversified to meet regional needs.

Future Outlook

Growth Drivers

  • Growing demand for healthy and convenient frozen foods
  • Customer acquisition through multi-brand restaurant chain expansion
  • Overseas business expansion centered on Asia
  • Brand value enhancement through quality management strengthening
  • Increasing demand for delivery services and B2B transactions
  • Rising interest in stable domestic ingredient procurement and food safety
  • New product development and strengthened diverse product lineup
  • Cost reductions and improved supply capacity through logistics optimization
  • Store operations and customer service innovation via IT adoption
  • Promotion of environmentally considerate activities for sustainable management
  • Business area expansion through M&A and partnerships
  • Establishing trust through expanded quality certifications domestically and internationally

Strategic Goals

  • Expand overseas sales ratio to over 30%
  • Obtain ISO certification for all major brands
  • Achieve 30% food loss reduction
  • Build 70 regionally integrated restaurant stores
  • Achieve ¥5 billion in sales from delivery and catered bento business
  • Fully introduce environmentally friendly packaging
  • Further strengthen high-quality cheese processing technology
  • Implement 50% employee satisfaction improvement measures
  • Enhance brand value through strengthened community collaboration
  • Reduce CO2 emissions by 20% through logistics efficiency

Business Segments

Ingredients Supply for Restaurant Chains

Overview
Provides stable ingredient supply and quality management for restaurant chains.
Competitiveness
Long-term partnerships and quality management
Customers
  • Food service companies
  • Franchise stores
  • Prepared food manufacturers
  • Convenience stores
  • School lunch providers
Products
  • Frozen pizza dough
  • Processed cheese
  • Prepared food ingredients
  • Frozen side dishes
  • Yakitori skewers

Delivery & Catered Bento Services

Overview
Provides delivery bento services tailored to diverse customer needs.
Competitiveness
Nationwide logistics network and diverse menu options
Customers
  • Corporations
  • Schools
  • Event organizers
  • Medical institutions
  • Elderly care facilities
Products
  • Japanese-Western fusion bento
  • Meeting bento
  • Delivery dining services
  • Catering services

Processed Food Manufacturing

Overview
Manufactures and sells processed foods for commercial and consumer use.
Competitiveness
High-quality manufacturing technology and domestic/international sales networks
Customers
  • Food wholesalers
  • Retailers
  • Overseas markets
  • Importers/exporters
  • Commercial food companies
Products
  • Frozen pizza
  • Processed cheese products
  • Frozen bread
  • Pies and prepared food products

Competitive Advantage

Strengths

  • Pioneering brand power in the pizza sector
  • Diversified food and restaurant business expansion
  • Domestic and international logistics networks
  • Quality management via ISO 9001 certification
  • Solid management foundation and stable earnings
  • Broad brand portfolio
  • Overseas market business experience
  • Strength in chicken-focused restaurant flavors
  • Long-term customer and trading relationships
  • Recognition in the domestic frozen food market
  • Diverse distribution channels
  • Expertise in cheese processing technology
  • Presence in delivery and catered bento market
  • Strength of regionally integrated store operations
  • Diversity of restaurant store brands

Competitive Advantages

  • Reliability as a veteran domestic frozen pizza brand
  • Vertical integration of restaurant chains and processed foods
  • Manufacturing and sales bases across multiple regions
  • Competitiveness through joint ventures with overseas firms and import sales
  • High market coverage via extensive brand lineup
  • Improved customer satisfaction through strengthened quality control
  • Restaurant menu development tailored to regional preferences
  • Stable B2B revenue base from delivery bento business
  • Management flexibility and swift decision-making post-MBO
  • Credibility as a Tokyo Stock Exchange Standard-listed company
  • Stable supply through domestic ingredient procurement
  • Enhanced product awareness via diverse channels
  • Distinctive restaurant brand deployments
  • Differentiation through regionally limited restaurant expansions
  • Superior quality from specialized processed cheese technology

Threats

  • Intense price competition in the domestic frozen food market
  • Labor shortages in the restaurant industry
  • Raw material price fluctuation risks (chicken, cheese, etc.)
  • Burden of complying with strengthened food safety regulations
  • Risk of reduced restaurant demand due to new infectious diseases
  • Political and economic instability in overseas markets
  • Aggressive expansion and new entrants by competitors
  • Rising import costs from exchange rate fluctuations
  • Potential logistics cost increases and delivery delays
  • Diversifying demand from changing consumer preferences
  • Operational risks of franchise stores
  • Supply chain disruption risks

Innovations

2020: Changed company name to Del Sole and relocated head office

Overview
Unified branding and improved management efficiency by relocating head office to Ariake, Koto-ku, Tokyo.
Impact
Contributes to strengthening management foundation and improving brand image

2021: Strengthened import and sales of Lithuanian Mantinga frozen bread

Overview
Focused on expanding import and sales of Lithuanian frozen bread under the Mantinga brand.
Impact
Secured new revenue source in the frozen bread market

2022: Expanded ISO 9001 certified factories

Overview
Re-obtained ISO 9001:2000 certification at Tama, Chiba, and Ibaraki factories to strengthen quality management.
Impact
Improved product safety and quality, gaining customer trust

2023: Promoted IT utilization in restaurant stores

Overview
Introduced information systems in stores across brands to promote efficient store operations.
Impact
Reduced store operating costs and improved customer service

Sustainability

  • Supporting regional agriculture through stable procurement of domestic ingredients
  • Promoting food loss reduction programs
  • Maintaining quality and safety management via ISO 9001
  • Adopting environmentally friendly packaging materials
  • Promoting donations of surplus food to food banks
  • Food education and health support activities for local communities
  • Creating better workplace environments
  • Energy-saving measures at restaurant stores
  • CO2 emission reductions through transportation efficiency
  • Procuring ingredients from sustainable fisheries
  • Active participation and cooperation in local events
  • Employee environmental awareness training