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S Foods (2292) · RiskRestated

Decline in meat demand due to population aging, a declining birthrate and shrinking demand

First written in FY2017. 8 of 9 entries say "Restated". Latest entry: FY2026.

9entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY20262017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Domestic market contraction due to declining birth rates, population aging and population declineA theme 64 companies write about · 63 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 10 of 30 companies on the "Worse" side.

38 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 64 companies compared. The sentences above are computed from all 64.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    The outlook for a challenging environment, including declining demand due to the declining birth rate and aging population, growing concern over food safety and international food supply and demand issues, was maintained.
  2. FY2025RestatedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    The outlook for a challenging environment, including declining meat demand due to the declining birth rate and aging population, growing concern over food safety and international food supply and demand issues, was maintained.
  3. FY2023RestatedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    The outlook for a challenging environment, including declining demand due to the declining birth rate and aging population, growing concern over food safety and international food supply and demand issues, was maintained.
  4. FY2022RestatedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    The outlook for a severe operating environment, including shrinking demand due to the declining birthrate and aging population, interest in food safety, and international food supply-demand issues, remained unchanged.
  5. FY2021RestatedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    The outlook for a challenging operating environment, including a contraction in meat demand associated with the declining birth rate and aging population, was maintained.
  6. FY2020RestatedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    The outlook for a challenging operating environment, including a contraction in domestic meat demand due to the declining birth rate and aging population, was maintained.
  7. FY2019RestatedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    The outlook for a challenging operating environment, including a contraction in meat demand due to the declining birth rate and aging population, was maintained.
  8. FY2018RestatedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    The outlook for a challenging operating environment, including a contraction in meat demand due to the declining birth rate and aging population, was maintained.
  9. FY2017First statedAnnual report

    「The operating environment is expected to remain severe due to the shrinking scale of meat demand resulting from Japan's declining birthrate and aging population, strong interest in food safety, and issues concerning the stability of the international food supply and demand.」

    For the first time, the possibility that Japan's meat demand could contract as a result of the declining birth rate and aging population was explicitly identified as a factor with a material impact on business performance.
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Decline in meat demand due to population aging, a declining birthrate and shrinking demand | S Foods Inc. (2292) | Komori