Doutor Nichires Holdings (Doutor Coffee, Hoshino Coffee)

The Japan read

From the company's own filing for Q1 (Mar–May 2026) · reported 2026-07-13 · the filing ↗

• JapanExisting-store sales rose 4.2% at Doutor Coffee (customers +2.2%) and 2.4% at Nihon Restaurant System (customers +1.0%). The company credits higher-priced seasonal menus, and says foot traffic, helped by still-high inbound spending, lifted Doutor Coffee's sales in shopping districts and near stations.
• StoresAt end-May it had 2,071 outlets, 2,046 of them in Japan and 1,286 in the Kanto region: 1,074 Doutor Coffee Shops (805 franchised), 129 Excelsior Caffè, 265 Hoshino Coffee and 234 Pasta Goemon. It opened nine in the quarter.
• JapanDoutor Coffee's August report shows existing-store sales up 3.6% with customers down 2.3%; it cites typhoons and heavy rain, offset by promotions and its July price rise (a small blend at Doutor Coffee Shop went to ¥300 from ¥280). March–August rose 3.1%; it had 1,292 stores at end-August.
• JapanNihon Restaurant System's September report shows existing-store sales up 4.8%, with customers up 0.8% and average spend up 3.9%; March–August existing-store sales rose 2.7%. It ran 680 restaurants at end-September.

Other callouts in the filing

• SegmentDoutor Coffee group sales rose 11.9% to ¥26.3bn and profit 41.3% to ¥1.97bn. Wholesale to outside retailers rose 24.9% to ¥9.96bn, which the company credits to drip and instant coffee in supermarkets, drugstores and mail order. Nihon Restaurant System grew 3.1% to ¥14.6bn, profit +24.8%.
• OutlookOperating profit beat its quarterly plan of ¥3.0bn by 25.6%, but it kept full-year guidance, citing rising costs: net sales of ¥166.5bn (+4.6%), operating profit of ¥11.04bn (+8.8%) and net income of ¥7.56bn (+4.5%).

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.