過去数年間はコロナ禍の影響を受けてきたが、アフターコロナを見据えたポートフォリオの見直しや「守り」から「攻め」への投資も再開しており、今後はロケーションビジネス（立地重視）から、コアブランド※を軸とするブランドビジネス（ブランド重視）への転換を進める考えだ。Company Overview
Create Restaurants Holdings <3387> focuses on operating restaurants and food courts in shopping centers, expanding izakaya and restaurant formats acquired through M&A. As a holding company, it oversees 19 consolidated subsidiaries (including 4 overseas subsidiaries) as of the end of August 2024.
With a focus on high customer traffic locations and a combination of formats tailored to each location's environment (such as regional characteristics, customer attributes, competition), the company has a unique multi-brand, multi-location strategy. It actively incorporates various growth formats through M&A, having approximately 1,105 stores in about 230 formats as of the end of August 2024.
While the company has been impacted by the effects of the COVID-19 pandemic in recent years, it has resumed investments from defense to offense, reassessing its portfolio to prepare for post-COVID times. It plans to transition from location-based business to a brand-centric business focusing on core brands.
Currently, 25 core brands have been selected including 'Shabu Vegetable,' 'Dessert Kingdom,' 'MACCHA HOUSE,' 'Hina Sushi,' 'Ginza Kiya,' 'Hainan Chicken Rice Restaurant,' 'Kagonoya,' 'Azusa Coffee,' 'Itcho,' 'Mane House,' 'AWkitchen,' 'Mr.FARMER,' 'TANTO TANTO,' 'Vegetable House Mei,' 'Tsukemen TETSU,' 'JEAN FRANCOIS,' 'Yutsuru,' 'Isomaru Suisan (Dining),' 'Toriyoshi,' 'Saint Germain,' 'Lefbon,' 'San Valier,' as well as cafe formats, Okinawan formats, and casual izakaya formats.
The company's business categories are classified into (1) 'CR Category,' which operates restaurants and food courts with a variety of brands primarily in commercial facilities, (2) 'SFP Category,' mainly operating izakaya formats, (3) 'Specialty Brand Category,' operating various restaurant formats, and (4) 'Overseas Category,' operating restaurants in Singapore, Hong Kong, North America, and other regions.
Furthermore, the composition ratio of stores by location is as follows: urban shopping centers 25.7%, suburban shopping centers 23.5%, station front/downtown areas 20.5%, roadside locations 14.3%, sports & leisure 8.0%, service areas/parking areas 2.6%, overseas 5.0%, and others 0.4%. This balanced distribution has shifted from the traditional focus on commercial facilities.
Includes entrusted operations of restaurants in golf courses, theme parks, etc.
※2 Entrusted operations of service areas and parking area stores on highways.
(Written by Fisco Guest Analyst Ikuo Shibata)
