Komori
Kanemi (2669) · FactPolarization of Consumer Values

Expansion of the Prepared-Food Market Driven by Lifestyle Changes

First written in FY2016. 7 of 19 entries say "Restated". Latest entry: FY2026.

19entries
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ProgressHeldSoftenedWorseOtherFY2016 – FY20262016: 120162017: 120172018: 120182019: 120192020: 220202021: 320212022: 120222023: 320232024: 320242025: 220252026: 12026
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  1. FY2026Polarization of Consumer ValuesAnnual report

    「Meanwhile, consumer values are diversifying, and a polarization is progressing between preferences that prioritize affordability and those that seek added value such as health, the environment and emotional fulfillment.」

    In addition to the previous view of an expanding food-to-go market and recovering foot traffic, the company indicated the market view that consumer values were polarizing between a focus on affordability and a focus on health, the environment and emotional fulfillment.
  2. FY2026-H1RestatedAnnual report

    「During the interim accounting period, Japan's economy remained on a moderate recovery trend as the income environment improved, supported by continued solid inbound demand and wage increases by companies.」

    The company continued to view the economy as being on a moderate recovery trend, against the backdrop of continued inbound demand and improvements in the income environment resulting from corporate wage increases.
  3. FY2025RestatedAnnual report

    「During the fiscal year, Japan's economy entered a moderate recovery trend, supported by improvements in the employment and income environment and the recovery in inbound demand.」

    The company continued to view the recovery in the economy and foot traffic, driven by improvements in the employment and income environment and the recovery in inbound demand, as the market environment.
  4. FY2025-H1Continued recovery in inbound demand and foot trafficAnnual report

    「In the external sales business, increased inbound demand and recovering foot traffic continued to support the business, and deliveries to FamilyMart stores increased, particularly for rice balls and other products.」

    The company indicated that increased inbound demand and recovering foot traffic continued to support the external sales business.
  5. FY2024Market environment amid the recovery in personal consumption and inbound demandAnnual report

    「During the fiscal year, Japan's economy showed a moderate recovery trend after the transition of COVID-19 to Category 5, supported by a recovery in personal consumption and inbound demand, although」

    The company confirmed a recovery in personal consumption and inbound demand following the transition of COVID-19 to Category 5, while indicating the market view that uncertainty remained in the economic environment.
  6. FY2024-Q3Continuation of economic normalization and the inbound recoveryAnnual report

    「During the cumulative third quarter, Japan's economy showed signs of a moderate recovery as economic activity continued to normalize, supported by the recovery in inbound demand and other factors.」

    The company confirmed the continuation of economic normalization and signs of an economic recovery, following the previous quarter's mention of the transition to Category 5 for COVID-19 and the recovery in inbound demand.
  7. FY2024-Q2Transition to Category 5 under the Infectious Diseases Act and recovery in inbound demandAnnual report

    「During the cumulative second quarter, Japan's economy gradually moved toward normalization as restrictions on activity were eased following the transition of COVID-19 to Category 5 under the Infectious Diseases Act, and inbound demand also began to recover.」

    The company newly cited the transition of COVID-19 to Category 5, the easing of restrictions on activity and the recovery trend in inbound demand as factors behind the normalization of economic activity.
  8. FY2024-Q1Increase in leisure demand due to the recovery in foot trafficAnnual report

    「In the tenant business, demand for leisure activities, including spring holidays and Golden Week, increased against the backdrop of recovering foot traffic, and stores located particularly near stations performed well.」

    The company stated that demand for leisure activities during the spring holidays and Golden Week, as well as demand at stores located near stations, increased against the backdrop of easing pandemic-related impacts and recovering foot traffic.
  9. FY2023Updated market growth rateAnnual report

    「Our company operates in Japan's food-to-go market, and growth in the prepared-food market has been particularly significant, exceeding 117% compared with 10 years ago.」

    Data were presented showing that the prepared-food market had grown by more than 117% compared with 10 years ago.
  10. FY2022Addition of prepared-food market growth rateAnnual report

    「Our company operates in Japan's food-to-go market, and growth in the prepared-food market has been particularly significant, exceeding 127% compared with 10 years ago.」

    In addition to the previous assessment that the market exceeded ¥10 trillion, data were presented showing that the prepared-food market had grown by more than 127% compared with 10 years ago.
  11. FY2022-Q2RestatedAnnual report

    「The industry required thorough infection-control measures and a flexible, prompt response to rising demand for home cooking. Sales competition across industries and business formats intensified further, and conditions remained challenging.」

    The Company continues to recognize a market environment in which demand for meals prepared at home is increasing amid the infectious disease outbreak and competition is intensifying across industries and business formats.
  12. FY2022-Q1RestatedAnnual report

    「The industry required thorough infection-control measures and a flexible, prompt response to rising demand for home cooking. Sales competition across industries and business formats intensified further, and conditions remained challenging.」

    The Company continues to recognize a market environment in which demand for meals prepared at home is increasing amid the infectious disease outbreak.
  13. FY2021-Q3RestatedAnnual report

    「In the industry, the effects of requests to refrain from going out led to a shift in demand toward home cooking and greater use of takeout and delivery by restaurants. As a result, sales competition across traditional industry boundaries intensified, and the business environment surrounding the Company remained challenging.」

    The Company continues to recognize a market structure characterized by a shift toward demand for meals prepared at home against the backdrop of requests to refrain from going out, together with the expansion of takeout and delivery.
  14. FY2021-Q2Changes in demand patterns resulting from new lifestylesAnnual report

    「Although demand for prepared food consumed at home has increased due to the impact of requests to refrain from going out and other factors, the practice of enjoying restaurant meals at home through delivery services and takeout has become established,」

    The Company indicated its view that, in addition to growing demand for prepared food consumed at home, the practice of enjoying restaurant meals at home through delivery and takeout has become established.
  15. FY2020RestatedAnnual report

    「Japan's market for prepared food consumed at home has expanded against the backdrop of lifestyle changes resulting from the declining birthrate and aging population, the increase in nuclear families, the growing participation of women in the workforce and the increase in single-person households, and is sometimes described as exceeding ¥10 trillion.」

    The Company continues to recognize that the prepared-food market is expanding against the backdrop of lifestyle changes and exceeds ¥10 trillion in size.
  16. FY2019Upward revision to the estimated market size (more than ¥10 trillion)Annual report

    「Japan's market for prepared food consumed at home has expanded against the backdrop of lifestyle changes resulting from the declining birthrate and aging population, the increase in nuclear families, the growing participation of women in the workforce and the increase in single-person households, and is sometimes described as exceeding ¥10 trillion.」

    The Company updated its estimate of the prepared-food market from the previous ¥10 trillion market to more than ¥10 trillion.
  17. FY2018Upward revision to the estimated market sizeAnnual report

    「The market for prepared food consumed at home has expanded against the backdrop of lifestyle changes resulting from the declining birthrate and aging population, the increase in nuclear families, the growing participation of women in the workforce and the increase in single-person households, and is sometimes described as a ¥10 trillion market, exceeding ¥9 trillion.」

    The Company updated its estimate of the prepared-food market from the previous ¥9 trillion market to a ¥10 trillion market, exceeding the previous estimate.
  18. FY2017RestatedAnnual report

    「The market for prepared food consumed at home has expanded against the backdrop of lifestyle changes resulting from the declining birthrate and aging population, the increase in nuclear families, the growing participation of women in the workforce and the increase in single-person households, and is sometimes described as a ¥9 trillion market.」

    The Company continues to recognize that the prepared-food market is expanding against the backdrop of lifestyle changes.
  19. FY2016First statedAnnual report

    「The market for prepared food consumed at home has expanded as lifestyles have changed due to the declining birthrate and aging population, the increase in nuclear families and the growing participation of women in the workforce, and is sometimes described as a ¥9 trillion market.」

    The Company views the prepared-food market as a market opportunity expanding due to demographic and household changes and the growing participation of women in the workforce.
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