DD Group Research Memo (9): Under the midterm plan, aiming to maximize LTV through brand strengthening and expansion of business areas (1).

■Future Growth Strategy 1. DD Group <3073> has published a 3-year midterm management plan in April 2023 and is now entering the second year. It captures changes in consumer behavior and needs triggered by the COVID-19 pandemic and advocates a directional shift with a long-term paradigm shift in mind. In addition, under the group policy of "Customer Delight - Realization of Customer Value with Added Value", the management vision has been shifted from "Food Service Company" that consumers demand to "

Fisco JapanJun 24 23:09 ET

DD Group Research Memo (8): Expected to continue the trend of increasing revenue and profits in the February 2025 period.

Performance Forecast: DD Group<3073> forecasts a 3.8% increase in revenue to 38,470 million yen and a 7.9% increase in operating profit, 3,500 million yen, in the consolidated financial forecast for the February 2025 period. The company expects to continue increased revenue and profit growth with a 7.6% increase in ordinary profit, 3,370 million yen, and a 27.4% decrease in net income attributable to parent company shareholders, 2,480 million yen. The reason for the decrease only in net income attributable to parent company shareholders is accounting-related.

Fisco JapanJun 24 23:08 ET

DD Group Research Memo (7): Promoting new-style store opening and new service/market creation with a focus on the new normal.

■DD Group <3073>'s Activity Results: 1. Results of new store openings (format changes): In order to respond to the new normal, we have changed our format to a new format and are also focusing on new store openings from the February 2024 period. A total of six new stores and three format changes were made. The main ones include the opening of the new Korean cuisine format "Lucky Seoul Korean Pub" in Shibuya (new store opening) following the one in Nishishinjuku (format change), as well as the popular omelet rice format "EGG BOMB" in Urawa Misono (new store opening).

Fisco JapanJun 24 23:07 ET

DD Group Research Memo (4): Dominant expansion focusing on brand management and intensive store openings in prime locations has strength.

■DD Group <3073>: Corporate Features 1. Both stable revenue and growth achieved through unique brand management The diversity of owned brands (brand portfolio) utilizing business development capabilities achieved by responding flexibly to environmental changes and dispersing the lifecycle of main brands leads to both stable revenue and sustainable growth. In the COVID-19 pandemic since 2020, taking measures such as repeated emergency declaration (closure and shortening request, restriction of alcohol provision) for all business formats has become increasingly important.

Fisco JapanJun 24 23:04 ET

DD Group Research Memo (2): In addition to the food and amusement business, they are also expanding their hotel and a-reit etf business (1).

■ Company Overview of DD Group <3073> 1. Business Description The "Food and Beverage/Amusement Business" operates multiple brands of restaurants, cafes, specialty food establishments, dart and billiard shops, karaoke and other establishments in major cities across Japan, with a diverse range of owned brands and a dominant presence through concentrating on prime locations and brand management. Additionally, the acquisition of Shonan Label Co., Ltd. in December 2019 has expanded the company's business into hotels and rental facilities.

Fisco JapanJun 24 23:02 ET

List of converted stocks (Part 2) [List of converted stocks for Parabolic Signal]

List of sell conversion stocks in the market. Code Stock name Closing price SAR Tokyo Prime <1961> Mikikko 2165 2250<2207> Meito Sangyo 1874 1874<2462> Like 1517 1540<2503> Kirin HD 2129 2234<2533> Oenon HD

Fisco JapanJun 16 19:01 ET