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Coffee」が牽引し、今期は5割増の勢いにある。","evidence_url":"/jp-stock/ai-analysis/?t=4931","updated_at":"2026-11-01T22:46:08+00:00"},{"ticker":"5901","asset_id":"fut_coffee","name":"東洋製罐グループホールディングス株式会社","kind":"text_candidate","direction":"未確認","evidence":"お茶はペットボトル、コーヒーはコンビニの紙容器にシェアを奪われてきた歴史があり、脱プラスチックの流れが金属缶・缶詰への代替需要を生む一方で、軽量化が進む紙・PET容器や新素材が再び優位になれば、長期で見た時にこの追い風が逆風に転じる可能性も残る。","evidence_url":"/jp-stock/ai-analysis/?t=5901","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"5951","asset_id":"fut_coffee","name":"ダイニチ工業","kind":"text_candidate","direction":"未確認","evidence":"残りの8%は、コーヒー機器、生ごみ乾燥機、加湿器のフィルターなどだ。","evidence_url":"/jp-stock/ai-analysis/?t=5951","updated_at":"2026-11-01T22:46:09+00:00"},{"ticker":"6612","asset_id":"fut_coffee","name":"バルミューダ","kind":"text_candidate","direction":"未確認","evidence":"トースター、電子レンジ、ケトル、コーヒーメーカー、ホットプレートなど。","evidence_url":"/jp-stock/ai-analysis/?t=6612","updated_at":"2026-11-01T22:46:11+00:00"},{"ticker":"8020","asset_id":"fut_coffee","name":"兼松","kind":"text_candidate","direction":"未確認","evidence":"食料は、果物・野菜・コーヒー・ナッツなどの食品原料と、牛肉などの畜産物、飼料原料まで手広く扱う。","evidence_url":"/jp-stock/ai-analysis/?t=8020","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8142","asset_id":"fut_coffee","name":"トーホー","kind":"text_candidate","direction":"未確認","evidence":"自社ブランド品と、自社焙煎のコーヒーにも力を入れる。","evidence_url":"/jp-stock/ai-analysis/?t=8142","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"8267","asset_id":"fut_coffee","name":"イオン","kind":"text_candidate","direction":"未確認","evidence":"サービス・専門店事業（タリーズコーヒー・イオンファンタジー等）と国際事業（中国・ASEANでのGMS・SM展開）も収益に寄与するが、規模はヘルス&ウェルネス・総合金融・ディベロッパーに比べて小さい。","evidence_url":"/jp-stock/ai-analysis/?t=8267","updated_at":"2026-11-01T22:46:14+00:00"},{"ticker":"9720","asset_id":"fut_coffee","name":"ホテル、ニューグランド","kind":"text_candidate","direction":"未確認","evidence":"株主優待はホテル利用券、宿泊と飲食の 1 割引、コーヒー券だ。","evidence_url":"/jp-stock/ai-analysis/?t=9720","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9853","asset_id":"fut_coffee","name":"銀座ルノアール","kind":"text_candidate","direction":"未確認","evidence":"客は 1 杯のコーヒーに大手のセルフ式カフェの倍近い値段を払い、1 時間以上座って打ち合わせや読書をする。","evidence_url":"/jp-stock/ai-analysis/?t=9853","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9959","asset_id":"fut_coffee","name":"アシードホールディングス","kind":"text_candidate","direction":"未確認","evidence":"もう一つは、缶コーヒーや低アルコール飲料、ソフトパウチ飲料、茶葉を作る製造の事業で、売上の 43% だ。","evidence_url":"/jp-stock/ai-analysis/?t=9959","updated_at":"2026-11-01T22:46:16+00:00"},{"ticker":"9974","asset_id":"fut_coffee","name":"株式会社ベルク","kind":"text_candidate","direction":"未確認","evidence":"店頭では総菜とベーカリー、コーヒーなど、店内で作る商品を前に出し、スーパー専業の安売りとは違う客層を狙う。","evidence_url":"/jp-stock/ai-analysis/?t=9974","updated_at":"2026-11-01T22:46:16+00:00"}],"exposure_count":28},"macro":{"version":"jp-coking-cif-relative-20261027-r1","as_of":"2026-10-27","target_date":"2036-10-25","jp_cpi":0.03,"jp_short_rate":0.02,"jp_long_rate":0.03,"usd_jpy_terminal":150,"basis":"日本CPI3%、短期2%、長期3%、2036年ドル円150円。"}}