Episode Details

In this episode, we unpack the performance of Sakae Holdings Ltd for FY2026 as they navigate a shifting industry. The discussion explores how the group is managing rising operational costs and regional supply chain issues while shifting their business focus to build greater long term resilience.

• The strategic decision to exit a major regional market and what this consolidation means for future growth

• A surprising corporate move into traditional desserts and how it diversifies their food and beverage portfolio beyond retail restaurants

• How rising logistical expenses are impacting profitability and the proactive steps taken to protect operating margins