Intensifying Competition Among Restaurant Information Search Websites
First written in FY2016. 3 of 7 entries say "Restated". Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026WorsenedAnnual report
「On the consumer side, restaurant-search behavior may shift from searching through traditional portal websites to gathering information through conversations with AI, potentially reducing the relative competitiveness of existing media-based restaurant promotion support models.」
In addition to competition from Google, social media and other services, the disclosure explicitly identifies changes in search behavior toward conversational information gathering through generative AI as a new competitive and customer-referral risk. - FY2023WorsenedAnnual report
「In addition to the growing presence of Google and social media as means of reaching consumers, the emergence of new services such as conversational AI is expected. Traditional restaurant search and reservation websites are therefore considered to be facing major changes in the direction of web services.」
In addition to competition among traditional search websites, the disclosure explicitly identifies the expansion of search and reservation touchpoints through Google, social media and conversational AI, including technologies and companies from other industries, as a change in the competitive environment. - FY2022RestatedAnnual report
「Because services that disseminate information over the internet have low barriers to entry and many new operators are emerging, the emergence of competitors or new business models may broaden customers' choices, preventing us from generating the expected revenue and affecting performance.」
Competitive risks arising from low barriers to entry, new operators and new business models, including those introduced by companies from other industries, continue to be disclosed. - FY2020RestatedAnnual report
「We will continue working to maintain our competitive advantage by restoring our ability to refer customers, developing new customers and launching new products. However, services that disseminate information over the internet have low barriers to entry, and many new operators are emerging. Accordingly, the emergence of competitors or new business models may broaden customers' choices, preventing us from generating the expected revenue and affecting performance.」
Competitive risks arising from low barriers to entry, new operators and new business models continue to be disclosed. - FY2019WorsenedAnnual report
「The services consumers use when searching for and making reservations at restaurants are expanding beyond specialist websites such as “Gurunavi” to include services provided by social media and search engines. Restaurants therefore need to make even more active use of a wide range of web media and tools to conduct effective customer-acquisition activities.」
Regarding competition and the customer-acquisition environment, the disclosure states that consumers are using not only specialist search websites but also social media and search engines, explicitly indicating the diversification of competitive channels and customer touchpoints. - FY2018RestatedAnnual report
「Services that disseminate information over the internet have low barriers to entry, and many new operators are emerging. Accordingly, performance may be affected in the future by the actions of competitors or the emergence of new business models.」
Competitive risks arising from low barriers to entry, new operators and new business models continue to be disclosed. - FY2016First statedAnnual report
「Restaurant information-search websites have low barriers to entry, and many new operators are emerging. Accordingly, performance may be affected in the future by the actions of competitors or the emergence of new business models.」
The disclosure identifies low barriers to entry for search websites, new operators and new business models as competitive risks.