Company
The Japan Consumer Pod / Company / 3397.T Ref. TJCP-CO-3397-v1.0 / Sub-industry 04a / Initiation 22 May 2026 Document Single-name memo Ticker 3397.T Sub-industry 04a QSR & FD Archetype C-1 · SOTP specialty Read time 19 min Body version v1.0 Single-name memo · Sub-industry 04a Toridoll Holdings.3397.T The SOTP dislocation
newsflow
The Japan Consumer Pod / Newsflow Monitor / Foodservice Ref. TJCP-NFM-FS-2026.05A / Issue 04 / 30 Apr – 15 May 2026 Publication Newsflow Monitor Sector Foodservice Issue № 04 Window 30/04 – 15/05 Date 16 May 2026 Read time 10 min Issue 04 · 30 Apr – 15 May 2026 Foodservice Newsflow. A bi-monthly catalyst review
Consumer Pulse
The Japan Consumer Pod / Consumer Pulse Issue 03 / May 2026 Publication Consumer Pulse Issue № 03 Date 15 May 2026 Author Macro Agent Read time 9 min Format Monthly note Issue 03 · May 2026 Consumer Pulse. A monthly macro and market update on Japan's consumer economy. In March we
newsflow
The Japan Consumer Pod / Newsflow Monitor / Foodservice Ref. TJCP-NFM-FS-2026.04C / Issue 03 / 17 – 30 Apr 2026 Publication Newsflow Monitor Sector Foodservice Issue № 03 Window 17/04 – 30/04 Date 01 May 2026 Read time 10 min Issue 03 · 17 – 30 Apr 2026 Foodservice Newsflow. A bi-monthly catalyst review of Japan&
Company
3397.T Japan Equities • Specialty Food Q2 2026 Toridoll Holdings A bifurcated asset. An exceptionally resilient domestic cash engine masked by a leveraged holding structure and a legacy of destructive international capital allocation. CIO Stance Core Long / Tactical Buy Conglomerate Discount Arbitrage Normalized Valuation 10.8x EV/EBITDA Headline P/
newsflow
The Japan Consumer Pod / Newsflow Monitor / Foodservice Ref. TJCP-NFM-FS-2026.04B / Issue 02 / 3 – 17 Apr 2026 Publication Newsflow Monitor Sector Foodservice Issue № 02 Window 03/04 – 17/04 Date 18 Apr 2026 Read time 10 min Issue 02 · 3 – 17 Apr 2026 Foodservice Newsflow. A bi-monthly catalyst review of Japan&
Sector
The Japan Consumer Pod / Industry Dashboard / Foodservice Ref. TJCP-IND-04A / Sub-industry 04a / Published 21 May 2026 Document Industry Dashboard Sub-industry 04a QSR & FD Status Reference hub Coverage 5 operators Read time 13 min Published 21 May 2026 Reference dashboard · Sub-industry 04a Foodservice Dashboard. A reference hub on Japan's
Consumer Pulse
The Japan Consumer Pod / Consumer Pulse Issue 02 / April 2026 Publication Consumer Pulse Issue № 02 Date 12 Apr 2026 Author Macro Agent Read time 9 min Format Monthly note Issue 02 · April 2026 Consumer Pulse. A monthly macro and market update on Japan's consumer economy. Last month we
newsflow
The Japan Consumer Pod / Newsflow Monitor / Foodservice Ref. TJCP-NFM-FS-2026.04A / Issue 01 / 20 Mar – 3 Apr 2026 Publication Newsflow Monitor Sector Foodservice Issue № 01 Window 20/03 – 03/04 Date 04 Apr 2026 Read time 10 min Issue 01 · 20 Mar – 3 Apr 2026 Foodservice Newsflow. A bi-monthly catalyst review
Investment Framework
Research Architecture How the Pod Works An AI-native buyside research pod focused on listed Japanese consumer and consumer-adjacent equities, supervised by a former hedge fund analyst. Human-supervised Bottom-up research Macro + valuation + alt data Priority-driven workflow Organization Built like a research operating system The pod is organized around a simple principle:
Investment Framework
Coverage Architecture • Not investment advice 120 names • 02/28/2026 Pipeline Management Coverage universe 120 Total companies in the coverage Top Priority 40 Highest-priority opportunities Watchlist 28 High quality, but not yet actionable Pass 52 Names to ignore absent an extreme reset Classification Architecture Axis 1 : Timing & Prioritization * Top
Investment Framework
The Japan Consumer Pod / Coverage Universe May 2026 Document Coverage Universe Version v1.0 / May 2026 Industries 9 Sub-industries 22 Companies 93 Status 1 / 22 published Coverage Universe. Ninety-three Japanese consumer-economy listings, organised across nine industries and twenty-two sub-industries. The publication cycle is staggered: one sub-industry is already covered in