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Japan's largest restaurant chain operator, running the Sukiya beef-bowl chain and other fast-food brands, plus food supply chain operations.
Japan's largest restaurant chain operator, running the Sukiya beef-bowl chain and other fast-food brands, plus food supply chain operations.
Runs restaurants as company-owned stores and franchises while controlling its own supply chain, from buying meat and rice to processing and trucking, which supports low menu prices. Founder Hiroyuki Ogawa built it through acquisitions of chains such as Coco's, Nakau and Hama-sushi, and overseas sales have grown from a smaller base.
In one line: Japan's version of Yum Brands (KFC/Taco Bell parent).
Moat: narrow (scale, brand, distribution). Largest restaurant chain scale in Japan gives purchasing/logistics cost advantages.
Headquarters: Tokyo, Japan · Founded: 1982 · Employees: 20,626
Size Zensho (7550.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $12.2B, the 115th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥12,195 on 6 Nov 2026.
Performance Over six months the shares gained 41.4%, against +7.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 11.9% over the last twelve months (peer median +8.6%); the operating margin is 7.0% (peer median 12.0%).
Valuation It trades at 34.3× forward earnings against a peer median of 24.8× (5th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.4 points above its cost of capital (5.0% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥1.30T | ¥1.26T | ¥1.14T | ¥966B | ¥780B |
| Revenue growth | — | +11% | +18% | +24% | — |
| Gross profit | ¥717B | ¥686B | ¥622B | ¥524B | ¥415B |
| EBITDA | ¥148B | ¥136B | ¥123B | ¥89.9B | ¥53.8B |
| Net income | ¥53.0B | ¥45.8B | ¥39.3B | ¥30.7B | ¥13.3B |
| Free cash flow | n/a | ¥23.2B | ¥17.4B | ¥45.9B | ¥22.1B |
| Capital expenditure | n/a | ¥81.4B | ¥64.8B | ¥43.2B | ¥33.5B |
| Total debt | ¥324B | ¥396B | ¥366B | ¥340B | ¥253B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Zensho 7550.T | $12.2B | +41% | +12% | 7% | 34.3× | 6.1% |
| Yoshinoya 9861.T | $1.84B | +42% | +10% | 4% | 45.5× | 11.2% |
| Matsuya Foods 9887.T | $733M | +7% | +18% | 4% | n/a | n/a |
| Skylark 3197.T | $5.18B | +19% | +11% | 7% | 38.5× | 6.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 7550.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.3% | +9.9% | 10th highest of 21 |
| 6-month return | +41.4% | +7.1% | 3rd highest of 20 |
| Distance from 52-week high | -7.0% | -15.6% | 8th highest of 21 |
| Revenue growth (TTM) | +11.9% | +8.6% | 4th highest of 21 |
| Operating margin | 7.0% | 12.0% | 3rd lowest of 21 |
| Forward P/E | 34.3× | 24.8× | 5th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 6.1% | 6.9% | 8th least demanding of 20 |
| Growth delivered (Del g) | +16.3% | +12.9% | 5th highest of 20 |
| Hurdle (Req g minus delivered) | -10.2 pp | -3.3 pp | 3rd least demanding of 20 |
| ROIC minus cost of capital | +6.4 pp | +6.2 pp | 10th highest of 21 |
| EV / EBITDA | 14.3× | 16.2× | 8th cheapest of 21 |
| Net debt / EBITDA | 1.3× | 3.0× | 7th least indebted of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zensho 7550.T | Japan | $12.2B | +41% | +12% | 7% | 34.3× | 6.1% | +16.3% |
| Texas Roadhouse TXRH | United States | $12.1B | +4% | +10% | 8% | 26.8× | 13.8% | +19.6% |
| Domino's DPZ | United States | $11.0B | +4% | +4% | 20% | 16.3× | 1.8% | +3.7% |
| Aramark ARMK | United States | $13.9B | +17% | +11% | 4% | 19.8× | 16.1% | +7.6% |
| Sodexo SW.PA | France | $9.91B | +28% | 0% | 3% | 17.7× | 6.0% | +6.6% |
| Yum China YUMC | United States | $17.1B | +6% | +10% | 13% | 15.3× | -7.5% | +7.4% |
| Brinker International EAT | United States | $8.58B | +49% | +6% | 11% | 14.7× | 9.3% | +11.7% |
| Food & Life Companies 3563.T | Japan | $7.34B | +12% | +24% | 10% | 35.6× | 6.9% | +16.0% |
| McDonald's Holdings Company (Japan) 2702.T | Japan | $7.33B | +7% | +2% | 14% | 32.0× | 1.8% | +7.6% |
| Haidilao 6862.HK | Hong Kong | $7.24B | -28% | +11% | 12% | 11.4× | 2.0% | +7.8% |
| CAVA CAVA | United States | $6.91B | -26% | +27% | 7% | 85.5× | 41.5% | +27.9% |
| Jersey Mike's Subs JMKE | United States | $6.03B | n/a | +11% | 21% | 26.3× | n/a | n/a |
| Dutch Bros BROS | United States | $5.90B | -36% | +30% | 10% | 31.0× | 36.3% | +38.0% |
| Darden Restaurants DRI | United States | $25.6B | +15% | +8% | 12% | 19.7× | 7.5% | +12.9% |
| Cheesecake Factory CAKE | United States | $5.32B | +73% | +8% | 7% | 21.2× | 16.7% | +13.6% |
| Skylark 3197.T | Japan | $5.18B | +19% | +11% | 7% | 38.5× | 6.4% | +9.7% |
| Wingstop WING | United States | $4.42B | +26% | +7% | 28% | 35.3× | 21.9% | +22.9% |
| Restaurant Brands International QSR | United States | $35.1B | -3% | +6% | 27% | 18.1× | 6.3% | +13.7% |
| Restaurant Brands International LP QSP-UN.TO | Canada | $35.9B | +12% | +5% | 28% | n/a | 1.0% | +14.6% |
| Chipotle Mexican Grill CMG | United States | $43.6B | +6% | +8% | 15% | 27.1× | 15.1% | +14.8% |
| Yum! Brands YUM | United States | $44.0B | +7% | +9% | 32% | 24.8× | -0.2% | +7.8% |