House Foods Group Inc. · TSE:2810
House Foods — Q1 FY2026 Earnings Presentation
12 slides from House Foods's earnings presentation, Aug 10, 2026
Slide 1: FY2026 1st Quarter Financial Results Presentation Materials
The original disclosure in Japanese was released on August 4, 2026 at 14:30 FY2026 1st Quarter Financial Results Presentation Materials House Foods Group Inc. Stock code: 2810 https://housefoods-group.com/
Slide 2: FY2026 First-Quarter Consolidated Results
FY2026 First-Quarter Consolidated Results FY2026 First-Quarter Results First quarter of FY2026 Billion yen Summary of Business Results Results Year on year Rate of change Net sales 75.1 -0.6 -0.7% ● Net sales: 75.1 billion yen Operating profit 4.0 +0.6 +17.1% - Net sales fell, reflecting the impact
Slide 3: FY2026 First-Quarter Results by Segment
FY2026 First-Quarter Results by Segment FY2026 First-Quarter Results Net sales Summary of Business Results Billion yen Results Year on year Rate of change Consolidated 75.1 -0.6 -0.7% ■ Spice/Seasoning/Processed Food Business Spice / Seasoning / - For both curry roux and retort-pouched products, eff
Slide 4: Operating Profit Change Analysis: Factors of changes by business segment
Operating Profit Change Analysis FY2026 First-Quarter Results ◆ Factors of changes by business segment (Billion yen) Billion yen 1Q Spice / Seasoning / Other Food Spice/Seasoning/Processed Food Business +0.5 Processed Food Related Business Business +0.0 Change in sales* +0.8 +0.5 Change in cost of s
Slide 5: Spice / Seasoning / Processed Food Business
Spice / Seasoning / Processed Food Business FY2026 First-Quarter Results 1Q Trends by Business 1Q Billion yen Curry roux market trends 1Q Results Year on year Rate of change (Net sales YoY change) Results Household use business Average selling Net sales 31.3 +1.6 +5.3% * House Foods Corporation pric
Slide 6: International Food Business
International Food Business FY2026 First-Quarter Results 1Q Net sales Operating profit Billion yen Billion yen Results Year on year Rate of change Results Year on year Rate of change Results Year on year Rate of change Business in the United States 8.7 -0.3 -3.0% 0.0 -0.2 -79.1% Net sales 16.6 +0.7
Slide 7: Health Food Business and Restaurant Business
Health Food Business and Restaurant Business FY2026 First-Quarter Results [Health Food Business] [Restaurant Business] 1Q Trends by Business (Net sales 1Q 1Q Trends by Business 1Q Billion yen Billion yen Results Year on year YoY change) Results Results Year on year (Net sales YoY change) Results Hou
Slide 8: Impact from Middle East Situation and Changes to Full-Year Results Forecast
Impact from Middle East Situation and FY2026 First-Quarter Results Changes to Full-Year Results Forecast ◇ Impact from Middle East situation Disclosed on August 4, 2026 Impact from Middle East situation has not been factored into the FY2026 plan due to the uncertainty of the current situation Impact
Slide 9: Progress of Structural Reforms
Progress of Structural Reforms FY2026 First-Quarter Results [1] Concentration on growth areas Concentrate investment of management resources in Spice VC Spice VC: Started full-scale operation at Tohoku plant manufacturing retort pouched products for food service (from June 2026) Soybean VC: Clos
Slide 10: Price Revisions Relating to Core Business and Products
Price Revisions Relating to Core Business and Products Supplementary Materials FY2022 FY2023 FY2024 FY2025 FY2026 Spice / Seasoning / Processed Food Business (House Foods) Jul.-Aug. 2022: Household use Jun.-Jul. 2023: Household use May and Aug. 2025: Household use (5%-10.9%) (10%-13.3%) (10ｰ13%) Spi
Slide 11: Major New Products and Varieties for Autumn and Winter 2026
Major New Products and Varieties for Autumn and Winter 2026 Supplementary Materials House Foods Corporation * The products shown below are not the only new products and varieties. (New Products) Suggested retail On-shelf Category Product price date (reference price) ◆ New Products Stew roux Kokumaro
Slide 12: Forward-looking statements notice
The forward-looking statements such as plans, strategies and result forecasts included in this document are based on the information available to the Company at the time of the announcement and on certain assumptions considered reasonable, and the Company makes no representations as to their achieva