Changes in consumer preferences and population ageing
First written in FY2016. 9 of 26 entries say "Restated". Latest entry: 2026-08-12.
Yakiniku Sakai Holdings moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 40 of 63 companies on the "Worse" side.
3 other companies' latest entry also says "Materialised".
- 2026-08-12MaterialisedResults
「しかしながら６月は、大型連休後の節約志向の高まりに加え、特に首都圏では月間降水量が平年の２倍を超えるなど、梅雨の長雨や台風の接近に伴う悪天候の影響を受け、首都圏を中心とした居酒屋事業において業績の下押し要因となりました。」
節約志向の高まりが、悪天候とともに居酒屋事業の業績の下押し要因として記載された。 - FY2026MaterialisedAnnual report
「Although sales were partly affected by lower visit frequency resulting from rising prices,」
It stated that the risk associated with consumers’ preference for saving and low prices materialized in the form of lower visit frequency and the impact on sales caused by rising prices. - FY2026-H1MaterialisedAnnual report
「Although sales were affected by trends such as customers refraining from dining out and visiting less frequently due to rising prices,」
It stated that the existing risk associated with consumers’ preference for saving and low prices materialized in actual sales through reduced dining out and lower visit frequency due to rising prices. - FY2025Increase in banquet demandAnnual report
「Demand for December banquets and March welcome and farewell parties increased, particularly in the izakaya business and mainly in the Tokyo metropolitan area.」
It stated that, in addition to the recovery in banquet demand noted through the previous period, banquet demand in December and demand for farewell and welcome parties in March increased, mainly in the Tokyo metropolitan area. - FY2025-H1Resilient foodservice demand driven by inbound demandAnnual report
「Although food-service demand has remained firm, supported by inbound demand resulting from the weaker yen,」
In addition to the previous descriptions of declining demand and changing preferences, the disclosure stated that food-service demand had remained firm due to inbound demand supported by the weaker yen. - FY2024Additional recovery in demand for welcome and farewell partiesAnnual report
「In the izakaya business, demand for banquets recovered in December, and demand for welcome and farewell parties also recovered in March.」
In addition to the previously described recovery in inbound and banquet demand, the disclosure described the recovery in demand for welcome and farewell parties in March. - FY2024-Q3Continued and more specific recovery in inbound and banquet demandAnnual report
「Against the backdrop of the reclassification of COVID-19 as a Category 5 infectious disease and other factors, inbound demand increased mainly in the Tokyo metropolitan area in the conveyor-belt sushi and izakaya businesses, while banquet demand also recovered in December in the izakaya business.」
The disclosure stated that, against the backdrop of the Category 5 reclassification and other factors, inbound demand increased mainly in the Tokyo metropolitan area and banquet demand recovered in December in the izakaya business. - FY2024-Q1Recovery in inbound and banquet demandAnnual report
「Against this backdrop, with the easing of border controls and the reclassification of COVID-19 as a Category 5 infectious disease, inbound demand increased mainly in the Tokyo metropolitan area in the conveyor-belt sushi and izakaya businesses, while some recovery in banquet demand was also seen in the izakaya business, mainly in office districts.」
The disclosure stated that, against the backdrop of eased border controls and the reclassification of the infectious disease as Category 5, inbound demand in the Tokyo metropolitan area and banquet demand in office districts had recovered. - FY2023Partial recovery in banquet demandAnnual report
「By the end of the consolidated fiscal year, some recovery in banquet demand was also evident, and the Group was steadily regaining the normal conditions that existed before the spread of the infection.」
In addition to the decline in demand during the busy season due to the seventh and eighth waves, the disclosure stated that some banquet demand had recovered by the end of the fiscal year. - FY2023-Q3WorsenedAnnual report
「In addition to the significant decline in demand during the summer holidays and the Obon period, normally a busy season, and for large-group banquets in December due to the subsequent seventh and eighth waves, the outlook for higher raw-material and utilities costs remains uncertain, and the extremely challenging operating environment continues.」
Changes in consumer demand were specified as a decline in summer-holiday and Obon demand, as well as demand for large-group banquets in December, due to the impact of the eighth wave in addition to the seventh wave. - FY2023-Q1Specific manifestation of declining izakaya banquet demandAnnual report
「Changes in customer trends, including a marked decline in after-party demand and large banquets in the izakaya business, also had a significant impact, and total sales had not recovered to pre-COVID-19 levels.」
Changes in consumer preferences and customer trends were specified as a marked decline in after-party demand and large banquets in the izakaya business. - FY2020RestatedAnnual report
「There are many sectors within the food-service industry, and consumer preferences may change. For example, as population ageing progresses, growth may slow in business formats whose customer base consists primarily of families.」
Changes in consumer preferences and slower growth in family-oriented business formats due to population ageing continued to be identified as risks. - FY2020-Q3Specific manifestation of thrift-oriented behaviour due to the consumption-tax increaseAnnual report
「The industry continues to face an extremely challenging operating environment due to consumers' strong preference for saving following the October consumption tax increase, rising labour costs resulting from labour shortages, higher raw material prices, and the additional impact of natural disasters such as typhoons.」
In addition to the previously identified preference for thrift, the strong consumer thrift resulting from the consumption-tax increase in October was explicitly identified. - FY2020-Q2RestatedAnnual report
「The industry continues to face an extremely challenging operating environment due to consumers' persistently strong preference for saving, rising labour costs resulting from labour shortages, and higher raw material prices.」
Consumers' strong preference for thrift was reiterated as an ongoing environmental factor affecting food-service demand. - FY2020-Q1RestatedAnnual report
「The industry continues to face an extremely challenging operating environment due to consumers' persistently strong preference for saving, rising labour costs resulting from labour shortages, and higher raw material prices.」
Consumers' strong preference for thrift was reiterated as an ongoing environmental factor affecting food-service demand. - FY2019RestatedAnnual report
「There are many sectors within the food-service industry, and consumer preferences may change. For example, as population ageing progresses, growth may slow in business formats whose customer base consists primarily of families.」
Changes in consumer preferences and slower growth in family-oriented business formats due to population ageing continued to be identified as risks. - FY2019-Q3RestatedAnnual report
「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, consumers' increasingly strong preference for thrift, and the impact of natural disasters such as earthquakes, typhoons and localised torrential rain.」
Consumers' increasingly strong preference for thrift continued to be identified as a challenging environmental factor affecting food-service demand. - FY2019-Q2RestatedAnnual report
「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, increasingly strong consumer thrift, and the impact of natural disasters such as earthquakes, typhoons and localised torrential rain.」
Consumers' increasingly strong preference for thrift was identified as an ongoing environmental factor affecting food-service demand. - FY2019-Q1RestatedAnnual report
「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, as well as increasingly strong consumer preferences for thrift and lower prices.」
Consumers' increasingly strong preferences for thrift and lower prices were reiterated as ongoing environmental factors affecting food-service demand. - FY2018-Q2RestatedAnnual report
「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, as well as increasingly strong consumer preferences for thrift and lower prices.」
In addition to consumers' preference for thrift, their increasing preference for lower prices was identified as an ongoing environmental factor affecting food-service demand. - FY2018-Q1Addition of a preference for lower pricesAnnual report
「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, as well as increasingly strong consumer preferences for thrift and lower prices.」
In addition to the previously identified preference for thrift, the increasing consumer preference for lower prices was explicitly identified as an environmental factor affecting food-service demand. - FY2017RestatedAnnual report
「The outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, as well as a slowdown in the recovery of personal consumption due to consumers' thrift-oriented behaviour.」
Consumers' thrift-oriented behaviour continued to be described as an environmental factor contributing to the slowdown in the recovery of personal consumption. - FY2017-Q3Greater consumer thriftAnnual report
「In the food-service industry, the outlook remains challenging due to higher recruitment and other costs resulting from labour shortages, as well as a slowdown in the recovery of personal consumption due to consumers' thrift-oriented behaviour.」
The slowdown in the recovery of personal consumption due to consumers' thrift-oriented behaviour was specifically described as a change in the consumer environment. - FY2016First statedAnnual report
「Consumer preferences may change. For example, as population ageing progresses, growth may slow in business formats whose customer base consists primarily of families.」
Slower growth in family-oriented business formats due to changing preferences and population ageing was identified as a risk.