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    How November Sales Growth At Ohsho Food Service (TSE:9936) Has Changed Its Investment Story

    Simply Wall St·12/14/2025 12:16:43
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    • In December 2025, Ohsho Food Service Corp. reported that November sales at all company-operated stores reached ¥8,840 million, with existing company-operated stores generating ¥8,638 million.
    • The year-on-year gains across both total and existing outlets highlight consistent customer demand and operational resilience within Ohsho’s core restaurant network.
    • Next, we will examine how this broad-based November sales growth shapes Ohsho Food Service’s investment narrative and future growth expectations.

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    What Is Ohsho Food Service's Investment Narrative?

    To own Ohsho Food Service, you really have to believe in the durability of its core Gyoza no Ohsho format and the company’s ability to steadily grow earnings from a mature, Japan-focused store base. The November sales update, with broad-based growth across all and existing stores, reinforces that underlying demand is intact and supports the near term catalyst of meeting management’s full year guidance for around ¥119,731 million in net sales and ¥8,085 million in profit. That said, the recent share price softness over three months suggests the market is still weighing softer profit-margin trends, a sharply cut dividend and relatively modest medium term growth forecasts against this solid monthly print. For now, the November figures look supportive rather than transformational for the key risks and drivers.

    However, investors should not overlook how dividend cuts and lower margins could reshape the story. Ohsho Food Service's share price has been on the slide but might be up to 44% below fair value. Find out if it's a bargain.

    Exploring Other Perspectives

    TSE:9936 1-Year Stock Price Chart
    TSE:9936 1-Year Stock Price Chart

    The single fair value estimate from the Simply Wall St Community clusters around ¥2,208.89, well below recent trading levels, showing how differently some private investors view Ohsho’s prospects. Set against November’s resilient sales and management’s steady profit guidance, that gap invites you to weigh short term operational strength against concerns over slower earnings growth and a less generous dividend profile.

    Explore another fair value estimate on Ohsho Food Service - why the stock might be worth as much as ¥2209!

    Build Your Own Ohsho Food Service Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.