Risk of Contraction in the Food-Service Market
First written in FY2016. 8 of 11 entries say "Worsened", first in FY2018. Latest entry: FY2026.
Sanko Marketing Foods moved to the "Worse" side of this theme in 2018, 2 years before the typical company in this theme (2020).
The whole theme swung hardest in 2020: 33 of 49 companies on the "Worse" side.
13 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In particular, some of the new stores opened in the first half of the fiscal year ending June 2026 were slow to ramp up because severe labor shortages prevented the placement of suitable personnel in suitable positions, and because of changes in the business environment around their locations. They became unprofitable stores after falling substantially short of their initial sales and profit plans.」
Risks in the food-service market and competitive environment materialized as new stores falling short of plan and becoming unprofitable due to labor shortages and changes in the environment around their locations. - FY2024-Q1WorsenedAnnual report
「Due to declining demand for large, upper-floor general-purpose izakaya restaurants in prime locations in the Tokyo metropolitan area, as well as the spread of COVID-19, we have reported operating losses for 6 consecutive fiscal years through the previous fiscal year.」
The overall contraction of the food-service market materialized in the form of declining demand for large, upper-floor general-purpose izakaya restaurants in prime locations in the Tokyo metropolitan area and 6 consecutive fiscal years of operating losses. - FY2023RestatedAnnual report
「Our Group is opening new stores and developing new formats in response to changing customer needs. However, if sales at existing stores decline more than anticipated due to contraction of the food-service market, intensifying competition or other factors, or if cost-cutting measures are unsuccessful, our Group's operating results may be affected.」
The disclosure continues to address the risks of a contracting food-service market, intensifying competition and declining sales at existing stores, together with the response through new store openings and format development. - FY2023-Q1WorsenedAnnual report
「Because demand for general-purpose izakaya restaurants has been trending downward in recent years, we have reported operating losses for 5 consecutive fiscal years through the previous fiscal year.」
Against the backdrop of declining demand for general-purpose izakaya restaurants, the consecutive period of operating losses extended from 4 fiscal years through the previous fiscal year to 5. - FY2022WorsenedAnnual report
「Because demand for general-purpose izakaya restaurants has been trending downward in recent years and due to the impact of the spread of COVID-19, we recorded an operating loss of ¥1,039 million, an ordinary loss of ¥246 million, and a net loss of ¥454 million in the financial statements for the fiscal year, resulting in continued operating losses.」
Against the backdrop of declining demand for general-purpose izakaya restaurants, the company recorded an operating loss of ¥1,039 million and other losses on a standalone basis for the fiscal year, with continued operating losses disclosed. - FY2022-Q2WorsenedAnnual report
「Because demand for general-purpose izakaya restaurants has been trending downward in recent years, we have reported operating losses for 4 consecutive fiscal years through the previous fiscal year.」
Against the backdrop of declining demand for general-purpose izakaya restaurants, the consecutive period of operating losses extended from the previous 3 fiscal years to 4. - FY2022-Q1WorsenedAnnual report
「Because demand for general-purpose izakaya restaurants has been trending downward in recent years, we have reported operating losses for 4 consecutive fiscal years through the previous fiscal year.」
Against the backdrop of declining demand for general-purpose izakaya restaurants, the consecutive period of operating losses extended from the previous 3 fiscal years to 4. - FY2021-Q2RestatedAnnual report
「Because demand for general-purpose izakaya restaurants has been trending downward in recent years, we have reported operating losses for 3 consecutive fiscal years through the previous fiscal year.」
The decline in demand for general-purpose izakaya restaurants and the continuation of operating losses are identified, as in the previous quarter, as important business factors. - FY2021-Q1WorsenedAnnual report
「Because demand for general-purpose izakaya restaurants has been trending downward in recent years, we have reported operating losses for 3 consecutive fiscal years through the previous fiscal year.」
The disclosure links the downward trend in demand for general-purpose izakaya restaurants with 3 consecutive fiscal years of operating losses. - FY2018WorsenedAnnual report
「The food-service market in which we operate is trending downward. We are opening new stores and developing new formats in response to changing customer needs, but if the market contracts more than anticipated, our operating results and financial position may be affected.」
In addition to the contraction of the food-service market, changes in demand have become more pronounced, including a shift away from alcohol, an increase in takeout and prepared foods, and a decline in demand for banquets. - FY2016First statedAnnual report
「The food-service market in which we operate is trending downward.」
The disclosure identifies market contraction as a structural risk in the food-service industry.