ENTITY
Yamazaki Baking

Yamazaki Baking (2212 JP)

33
Analysis
Consumer StaplesJapan
YAMAZAKI BAKING CO., LTD. produces baking foods including bread, pastry, and cake. The Company operates nationwide sales network. YAMAZAKI BAKING also operates franchised cafeterias and convenience stores.
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bearishYamazaki Baking
21 Sep 2023 06:30

Yamazaki Baking: Breads & Buns Buonce But Valuation Is a Stalemate

Yamazaki Baking's surging stock faces high expectations in 3Q23. With limited valuation upside, the risk-reward balance has tilted unfavorably for...

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bullishYamazaki Baking
25 Oct 2022 17:38

Yamazaki Baking: Profitability to Double Over The Next Few Years

While we expect the gross margin to return to around 36% in the medium term, an improvement of around 340bps QoQ and -120bps YoY to 34% in 4Q22...

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bearishYamazaki Baking
14 Jul 2022 10:27

Yamazaki Baking (2212) | Price Hikes to Test Consumer Appetite

Yamazaki Baking is a domestic food maker. That is a problem right now given the weak yen is hurting input costs and, hence, a real chance they miss...

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30 Nov 2023 09:00

Japan's Convenience Stores Still Growing, Still Innovating

​Japan's convenience store sector, dominated by 3 major chains, is bouncing back after their first decline in 50 years in 2020, with innovative...

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13 Jun 2024 07:00

Fewer Price Hikes in Spring, but Prices Still Rising

April saw fewer price hikes on the year, but major brands are still planning hefty increases soon. Government subsidies for utilities are ending...

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