Slowing Growth in the Food Delivery Market
First written in FY2016. 4 of 8 entries say "Restated". Latest entry: FY2025.
Demae-Can moved to the "Worse" side of this theme in 2025, 1 year before the typical company in this theme (2026).
The whole theme swung hardest in 2026: 4 of 10 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- FY2025WorsenedAnnual report
「The food delivery market in Japan grew rapidly from ¥418.3 billion in 2019 to ¥862.2 billion in 2023, but is forecast to decline 7.6% year on year to ¥796.7 billion in 2024.」
The market size is forecast to decline 7.6% year on year in 2024, quantifying the slowdown in growth and market contraction. - FY2024RestatedAnnual report
「The food delivery market in Japan was ¥2.5363 trillion in fiscal 2022 and is forecast to reach ¥2.9074 trillion in fiscal 2027.」
While assuming continued growth of the food delivery market, the risk that it may fail to grow as expected due to an economic downturn or other factors continues. The base year, forecast year and market-size figures have been updated. - FY2022WorsenedAnnual report
「[Likelihood of materialisation: High] [Expected timing of materialisation: Within 1 year] [Impact: High]」
The risk that the food delivery market may fail to grow as expected is assessed as having a high likelihood of materialisation, an expected timing within 1 year and a high impact. - FY2022-Q3MaterialisedAnnual report
「The third quarter saw changes in individual consumer behaviour, with demand for going out and dining out recovering substantially as the number of COVID-19 cases declined and the state of emergency and priority preventive measures were lifted nationwide, while growth in delivery slowed.」
It is stated that the recovery in demand for going out and dining out actually resulted in slower delivery growth and changes in individual consumer behaviour. - FY2021RestatedAnnual report
「The food delivery market in Japan was ¥2.4969 trillion in fiscal 2020 and is forecast to reach ¥2.9321 trillion in fiscal 2025.」
While assuming continued growth of the food delivery market, the risk that it may fail to grow as expected continues. - FY2020RestatedAnnual report
「The food delivery market continues to grow. Going forward, use of food delivery is expected to accelerate as a daily service primarily targeting seniors and dual-income households, becoming established as an essential service in daily life.」
Continued growth of the food delivery market is assumed, and the risk that market growth may fail to progress as expected continues. The market size in fiscal 2023 is forecast at ¥2.4172 trillion. - FY2019RestatedAnnual report
「The food delivery market in Japan remained robust in fiscal 2018, increasing 2.8% year on year to ¥2.1399 trillion, and is expected to continue expanding at a growth rate of approximately 2%.」
While assuming continued expansion of the food delivery market, the risk that the market may fail to grow as expected continues. - FY2016First statedAnnual report
「The food delivery market in Japan remained robust in fiscal 2015, increasing 2.7% year on year to ¥1.9864 trillion, and is expected to continue expanding at a growth rate of approximately 2.0%. However, if the food delivery market fails to grow as expected due to lower consumer spending on value-added services resulting from an economic downturn or other unforeseen factors, this may affect the Company’s business and performance.」
While assuming continued expansion of the food delivery market, the risk that the market may fail to grow as expected due to an economic downturn or unforeseen factors is described.