Industry map/Retail, Trading & Restaurants
Cafés industry map
Who earns the money in Cafés, and who keeps it. When a company spans several industries, only the relevant segment is counted.
FY2025 · 13 companies · ¥398.3B
Industry map
Companies ordered by revenue, connected by ownership (major shareholders). Arrows point from the shareholder to the investee.
- Industry size (revenue)
- ¥398.3B
- Companies
- 13
- Avg. salary（parent only）
- ¥5.6M
- Industry weather
- Sunny
YoY +9.5%
Avg. age 42.0
Operating income +8.1%
DOUTOR NICHIRES Holdings.[3087]
DOUTOR GROUP + 1 more
- Revenue
- ¥152.6B▲7.4%
- Operating income
- ¥9.22B▲6.6%
Margin 6.0%
Whole company: Revenue ¥159.1B · Net income ¥7.23B
Avg. salary ¥6M · 43.4（parent only）
KOMEDA Holdings[3543]
Domestic + 1 more
- Revenue
- ¥57.2B▲21.6%
- Operating income
- ¥11.7B▲5.2%
Margin 20.4%
Whole company: Revenue ¥57.2B · Net income ¥6.46B
Avg. salary ¥11M · 52.0（parent only）
ITO EN[2593]
Restaurant Business
- Revenue
- ¥43.8B▲8.5%
- Operating income
- ¥3.52B▲8.7%
Margin 8.0%
Whole company: Revenue ¥472.7B · Net income ¥14.2B
Avg. salary ¥6.8M · 42.4（parent only）
TORIDOLL Holdings[3397]
Others segment, Reportable segment
- Revenue
- ¥39.6B▲11.9%
- Operating income
- ¥4.15B▼6.6%
Margin 10.5%
Whole company: Revenue ¥278.7B · Net income ¥2.31B
Avg. salary ¥8.3M · 42.0（parent only）
Fujiya[2211]
Pastry business
- Revenue
- ¥31.8B▲3.1%
- Operating income
- -¥937M
Margin -2.9%
Whole company: Revenue ¥119.6B · Net income ¥2.03B
Avg. salary ¥5.7M · 36.1（parent only）
Saint Marc Holdings[3395]
cafe
- Revenue
- ¥28.5B▲6.3%
- Operating income
- ¥3.03B▲35.3%
Margin 10.6%
Whole company: Revenue ¥88.4B · Net income ¥2.71B
Avg. salary ¥5.6M · 42.5（parent only）
Towa Food Service[3329]
- Revenue
- ¥12.8B▲3.5%
- Operating income
- ¥1.06B▲6.6%
Margin 8.3%
Avg. salary ¥5M · 39.0（parent only）
Balnibarbi[3418]
Restaurant project
- Revenue
- ¥12.7B▲7.8%
- Operating income
- ¥545.9M▲25.1%
Margin 4.3%
Whole company: Revenue ¥14.3B · Net income ¥428.8M
Avg. salary ¥5.3M · 38.8（parent only）
Ginza Renoir[9853]
- Revenue
- ¥8.35B▲7.0%
- Operating income
- ¥195.5M▲137.8%
Margin 2.3%
Avg. salary ¥5.4M · 42.0（parent only）
- key coffee owns 12.3%
key coffee[2594]
Food and beverage related
- Revenue
- ¥5.59B▲34.1%
- Operating income
- ¥59M▲126.9%
Margin 1.1%
Whole company: Revenue ¥93.1B · Net income ¥988M
Avg. salary ¥5.4M · 41.5（parent only）
Morozoff[2217]
Cafe and restaurant management Division
- Revenue
- ¥2.07B▲4.8%
- Operating income
- ¥22.6MBack to profit
Margin 1.1%
Whole company: Revenue ¥36.3B · Net income ¥642.9M
Avg. salary ¥5.3M · 40.9（parent only）
MOS Food Services[8153]
Restaurant Business
- Revenue
- ¥2.02B▲7.4%
- Operating income
- -¥210M
Margin -10.4%
Whole company: Revenue ¥102.8B · Net income ¥4.59B
Avg. salary ¥6.9M · 41.6（parent only）
※ Card revenue and operating income cover only the segment in this industry; “Whole company” shows consolidated revenue and net income.
Other companies: TOP Culture
The weather is derived mechanically from year-over-year totals of revenue and operating income (both up = sunny, both down = rainy).
Who earns the money
Area = revenue from businesses in this industry. Color = operating margin.
Who makes a profit
Across = revenue (log scale), up = operating margin, bubble size = operating income.
Ranking and momentum
| Rank | Company (business) | Revenue | Share | Op. margin | CAGR | FCF* |
|---|---|---|---|---|---|---|
| 1 | DOUTOR NICHIRES Holdings.DOUTOR GROUP + 1 more | ¥152.6B | 38.3% | 6.0% | +10.2% | ¥1.83B |
| 2 | KOMEDA HoldingsDomestic + 1 more | ¥57.2B | 14.4% | 20.4% | — | ¥10.6B |
| 3 | ITO ENRestaurant Business | ¥43.8B | 11.0% | 8.0% | +13.7% | ¥5.75B |
| 4 | TORIDOLL HoldingsOthers segment, Reportable segment | ¥39.6B | 9.9% | 10.5% | — | ¥35.4B |
| 5 | FujiyaPastry business | ¥31.8B | 8.0% | -2.9% | +1.9% | -¥6.06B |
| 6 | Saint Marc Holdingscafe | ¥28.5B | 7.1% | 10.6% | +7.6% | ¥5.78B |
| 7 | Towa Food Service | ¥12.8B | 3.2% | 8.3% | +16.2% | ¥477.1M |
| 8 | BalnibarbiRestaurant project | ¥12.7B | 3.2% | 4.3% | +13.7% | -¥776.2M |
| 9 | Ginza Renoir | ¥8.35B | 2.1% | 2.3% | +16.3% | ¥377.2M |
| 10 | key coffeeFood and beverage related | ¥5.59B | 1.4% | 1.1% | +12.3% | -¥5.12B |
| 11 | MorozoffCafe and restaurant management Division | ¥2.07B | 0.5% | 1.1% | — | -¥3.25B |
| 12 | MOS Food ServicesRestaurant Business | ¥2.02B | 0.5% | -10.4% | — | ¥4.68B |
| 13 | TOP CultureFood Business | ¥1.21B | 0.3% | 5.3% | — | ¥776.8M |
* FCF is company-wide (not disclosed by segment). CAGR covers the available years, up to five.
How they make money differently
Where each company's ¥100 of sales goes, and how much it keeps (company-wide).
- Cost of sales
- SG&A
- Other
- Operating profit
- KOMEDA Holdings711316
- Towa Food Service27658
- DOUTOR NICHIRES Holdings.4153
- Saint Marc Holdings2767
- MOS Food Services5440
- ITO EN6233
- TORIDOLL Holdings2468
- Balnibarbi2670
- Morozoff5245
- Fujiya6830
- Ginza Renoir1979
- key coffee8217
- TOP Culture6537loss ¥2
Ownership links
From the major-shareholder section of annual securities reports.
- 山崎製パン株式会社Outside
- SubsidiaryFujiya54.4%
- key coffeeIn industry
- StakeGinza Renoir12.3%
- SBIホールディングス株式会社Outside
- StakeBalnibarbi5.6%
- 株式会社クレオOutside
- StakeSaint Marc Holdings4.8%
- 平和（株）Outside
- StakeMorozoff4.7%
- 株式会社ダスキンOutside
- StakeMOS Food Services4.2%
- 株式会社ニットーOutside
- StakeMOS Food Services3.9%
- 山陽電気鉄道（株）Outside
- StakeMorozoff3.2%
- 日本たばこ産業株式会社Outside
- StakeDOUTOR NICHIRES Holdings.3.1%
The company on each card is a major shareholder of the companies listed under it (latest 'major shareholders' disclosure). 50%+ is labelled subsidiary and 20%+ affiliate, based on ownership alone. Stakes under 3% are omitted.
Compare the leaders side by side
All companies in Cafés (by revenue)
All 13 companies in this industry, ranked by revenue in each company's latest fiscal year. For companies that belong through one business segment, the figure is that segment's revenue.
- DOUTOR NICHIRES Holdings.¥152.6B · 6.0%
- KOMEDA Holdings¥57.2B · 20.4%
- ITO EN¥46.5B · 7.6%
- TORIDOLL Holdings¥39.6B · 10.5%
- Fujiya¥31.8B · -2.9%
- Saint Marc Holdings¥28.5B · 10.6%
- Towa Food Service¥13.3B · 7.4%
- Balnibarbi¥12.7B · 4.3%
- Ginza Renoir¥8.35B · 2.3%
- key coffee¥5.59B · 1.1%
- Morozoff¥2.07B · 1.1%
- MOS Food Services¥2.02B · -10.4%
- TOP Culture¥1.21B · 5.3%
Revenue · Op. margin
Related industries
- General Trading Companies
- Specialty Trading & Wholesale
- Convenience Stores
- Supermarkets
- Department Stores
- Drugstores & Pharmacies
- Electronics Retailers
- Home Centers
- Furniture, Interior & Lifestyle Goods
- Apparel
- Baby & Kids Goods
- Outdoor & Sporting Goods Stores
- Catalog & TV Shopping
- Secondhand Retail
- Restaurants & Pubs
- Fast Food & Quick Service
- Takeout & Delivery Meals
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