Chapter 02 · Ecosystem
One playbook, from farm to fry.
The full anatomy of Arigato Cheese Fries — nine linked stages, one operating system.
系
Executive Dashboard
At a glance.
Outlets
38
6 countries
Employees
612
87% retention
Annual Revenue
¥4.8B
FY25
Revenue Growth
+31%
YoY
Active Customers
1.9M
monthly orders
Suppliers
43
dual-sourced
Franchise Partners
11
+22 in pipeline
CSAT / NPS
72
industry avg 41
The Journey
Suppliers → Growth, in nine stages.
Step 01
43
Suppliers
43 vetted sources · 100% dual-sourced
Step 02
4.2d
Warehouse
4.2-day inventory, 0.6% waste
Step 03
92%
Central Kitchen
2 commissaries · 92% recipe uniformity
Step 04
4h
Distribution
Refrigerated fleet · 4h avg lead time
Step 05
38
Outlets
38 outlets across 6 countries
Step 06
72
Customer
72 NPS · 68% repeat rate
Step 07
41
Marketing
41 UGC posts / store / week
Step 08
24/7
Technology
One stack, one dashboard, real-time
Step 09
+31%
Growth
+31% YoY orders, pipeline in 4 markets
Business Model
How value is created, delivered, captured.
01
Create
Signature seasoning + central kitchen SOPs turn a commodity into an experience.
- 6 proprietary blends
- R&D lab · 12 launches/yr
02
Deliver
4 formats — flagship, kiosk, franchise, ghost kitchen — meet demand where it lives.
- 38 outlets
- Delivery in 6 countries
03
Capture
Retail, delivery, royalties, licensing. Diversified, recurring, high-margin.
- 6 revenue streams
- 26% blended EBITDA
Organization
Lean, layered, built to hand over.
Founder & CEO
COO
CFO
Culinary Director
Operations
6 people
Marketing
7 people
Finance
5 people
HR
3 people
Supply Chain
4 people
Central Kitchen
12 people
R&D
5 people
Franchise
4 people
Outlet Team 1
Outlet Team 2
Outlet Team 3
Outlet Team 4
Outlet Team 5
Outlet Team 6
Outlet Team 7
Outlet Team 8
Supply Chain
Six-node flow, fully documented.
Supplier
Warehouse
Central Kitchen
Distribution
Outlet
Customer
Operations
One day inside an outlet.
Step 1
05:30
Procurement
Fresh delivery from commissary
Step 2
07:00
Preparation
Prep station · 42 min
Step 3
10:30
Cooking
Batch fry · 3.5 min cycle
Step 4
11:00
QC
Temp + weight check
Step 5
11:15
Packaging
Branded box · sealed hot
Step 6
11:30
Serving
9-min avg wait
Step 7
23:00
Feedback
QR-code CSAT capture
Revenue Streams
Six streams, one system.
FY25 revenue mix
Dine-in42%
Takeaway18%
Delivery22%
Franchise royalties11%
Merchandise3%
Licensing4%
Dine-in
Owned flagships · brand anchor
Takeaway
Kiosk format · high turnover
Delivery
Uber, Wolt, DiDi · ghost KP
Franchise
8% royalty + 2% marketing
Merchandise
Limited drops with Beams, UT
Licensing
Frozen SKUs, master licenses
Customer Journey
Craving to advocacy in 5 moves.
01
Discover
TikTok, IG, tourist blogs
3.2M reach/mo
02
Visit
<9 min queue, amuse-bouche
9 min
03
Purchase
QR menu · avg decision 46s
¥1,240 avg
04
Loyalty
3.4× monthly frequency
68% repeat
05
Referral
41 UGC posts per store/wk
72 NPS
Branch Network
38 outlets, 6 countries, pipeline in 4 more.
Coverage
Japan
Flagship
22
Singapore
Active
4
Thailand
Active
3
Taiwan
Active
3
Indonesia
Active
3
Philippines
Active
3
Vietnam
Pipeline
—
Malaysia
Pipeline
—
Korea
Target
—
UAE
Target
—
Format split
Flagship8 units
Kiosk14 units
Franchise11 units
Ghost kitchen5 units
6
Live markets
4
Pipeline
80+
3-yr target
Technology
One stack, wired end-to-end.
POS
Square · Toast
Inventory
MarketMan
CRM
Loyalty app · 480k members
Finance
freee · Stripe
HR
7shifts · scheduling
Delivery Apps
Uber · Wolt · DiDi
Marketing Automation
Klaviyo · Meta Ads
BI Dashboard
Metabase · real-time
All systems feed a single BI layer — one source of truth for investors and operators.
Real-time · 24/7Live Dashboard
What we watch every morning.
Same-store sales
live+14.2%
Food cost %
live26.1%
Labor cost %
live22.4%
NPS
live72
Waste %
live0.6%
Avg ticket
live¥1,240
Repeat rate
live68%
Franchise pipeline
live22