Blue Zones Holdings (Yaoko)

Major retail groups · 417A

The Japan read

From the company's own filing for Q1 (Apr–Jun 2026) · reported 2026-08-10 · the filing

JapanExisting-store sales at Yaoko rose 3.5% in April–June, with customer numbers up 0.8% and average spend up 2.7%, its preliminary monthly figures show. The company says existing-store sales grew strongly at its two discount chains, AV and Foodcot.
JapanIn September 2026 Yaoko's existing-store sales rose 2.7%: customer numbers fell 2.2% and average spend rose 4.9% (preliminary). Existing-store sales for April–September were up 3.1%.
StoresThe group had 277 stores at 30 June: Yaoko 203, Sendo 25, Bunkado 18, AV 14, Delight Holdings (Cook Mart) 12 and Foodcot 5. Yaoko opened Kotoe Hashimoto (Sagamihara) in May; its monthly report shows three more openings since, in Musashi-Urawa, Hachioji and Funabashi.

Other callouts in the filing

SegmentYaoko on its own grew operating revenue 6.9% to ¥165.5bn and operating profit 9.2% to ¥9.53bn. Its gross margin rose 0.31 points to 27.22%: up 1.65 points on perishables, down 0.69 points on groceries.
BasisBlue Zones became Yaoko's holding company on 1 October 2025; Delight Holdings and Bunkado joined the group at the same time. Its release prints no prior-year figures; the growth rates shown compare with Yaoko's April–June 2025 results, as the company's reference materials do.
OutlookFull-year guidance is unchanged: operating revenue ¥903.0bn (+11.0%), operating profit ¥37.45bn (+2.9%) and net income ¥23.9bn (+1.3%).

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.

Show figures in

Q1 (Apr–Jun 2026) · Year-to-Date

Reported 2026-08-10

Total revenue¥223.1bn+15.1%

Operating profit¥11.6bn+10.1%

Net income¥7.7bn+8.2%

Blue Zones Holdings is the holding company formed in October 2025 over the Yaoko supermarket chain; it also owns the AV and Foodcot discounters, Sendo, Cook Mart operator Delight Holdings and Bunkado — 277 stores in all. In April–June 2026 revenue was ¥223.1bn, up 15.1% on Yaoko's year-earlier figure; operating profit rose 10.1% to ¥11.6bn and net income 8.2% to ¥7.7bn.