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Yutaka Foods (2806) · FactRestated

Increase in Demand for Food Consumed at Home Driven by Stay-at-Home Consumption

First written in FY2021-Q1. 8 of 12 entries say "Restated". Latest entry: FY2024-Q2.

12entries
4years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2021-Q3RestatedFY2022-Q2 – FY2023-Q32020: 220202021: 320212022: 320222023: 42023
Same theme, other companies
Food demand fluctuations driven by stay-at-home and home consumption during COVID-19A theme 20 companies write about · 2 as a headwind · 12 as a tailwind

The whole theme swung hardest in 2023: 5 of 17 companies on the "Worse" side.

8 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2RestatedAnnual report

    「In the food industry, consumer purchasing behavior is gradually returning to pre-pandemic levels as the impact of COVID-19 has eased, but declining consumer willingness to spend due to continuing price increases, further interest in food safety and security, and the expected continuation of elevated raw material prices and fuel costs mean that difficult operating conditions are expected to continue.」

    The view that, while consumer purchasing behavior is returning to pre-pandemic patterns, rising prices are reducing consumers' willingness to spend continues.
  2. FY2024-Q1ReframedAnnual report

    「In the food industry, consumer purchasing behavior is gradually returning to pre-pandemic levels as the impact of COVID-19 has eased, but declining consumer willingness to spend due to continuing price increases, further interest in food safety and security, and the expected continuation of elevated raw material prices and fuel costs mean that difficult operating conditions are expected to continue.」

    The focus has shifted from declining demand and changes in purchasing behavior due to the pandemic to an explanation that, while purchasing behavior is returning to pre-pandemic patterns, rising prices are reducing consumers' willingness to spend.
  3. FY2023ReframedAnnual report

    「While consumers' purchasing behavior began returning to pre-pandemic conditions, defensive consumer sentiment strengthened further and a preference for low-priced products continued against a backdrop of a deteriorating income environment caused by declining corporate earnings and inflation resulting from soaring prices.」

    The focus has shifted from the increase in stay-at-home and at-home meal demand and the decline in demand to the normalization of purchasing behavior and the continuation of preferences for lower prices.
  4. FY2023-Q3RestatedAnnual report

    「As society sought to balance COVID-19 containment with economic activity, consumer demand declined and purchasing behavior changed,」

    The previous understanding of declining demand and changes in purchasing behavior continues to be described, as in the previous quarter.
  5. FY2023-Q2RestatedAnnual report

    「As the spread of COVID-19 causes consumer demand to decline and purchasing behavior to change, concern about food safety is growing further.」

    Declining demand and changes in purchasing behavior due to the spread of COVID-19 continue to be described, as in the previous quarter.
  6. FY2023-Q1RestatedAnnual report

    「In the food industry, the spread of COVID-19 has led to weakening consumer demand and changes in purchasing behavior, while interest in food safety and security has risen further, and raw material prices and fuel costs are expected to remain elevated, meaning that difficult operating conditions are expected to continue.」

    Declining consumer demand and changes in purchasing behavior due to the spread of COVID-19 continue to be described, as in previous fiscal years.
  7. FY2022-Q3RestatedAnnual report

    「As COVID-19 spread, consumer demand declined and purchasing behavior changed,」

    Declining demand and changes in purchasing behavior due to the spread of COVID-19 continue to be described, following the previous quarter.
  8. FY2022-Q2RestatedAnnual report

    「As COVID-19 spread, consumer demand declined and purchasing behavior changed,」

    Declining demand and changes in purchasing behavior due to the spread of COVID-19 continue to be described, following the previous quarter.
  9. FY2022-Q1ReframedAnnual report

    「As COVID-19 spread, consumer demand declined and purchasing behavior changed,」

    The focus has shifted from the previous description of an increase in demand for at-home meals due to stay-at-home consumption to broader changes in the demand environment, namely declining consumer demand and changes in purchasing behavior.
  10. FY2021-Q3RestatedAnnual report

    「There have been significant changes, including a downturn in the food service industry and an increase in demand for at-home meals due to stay-at-home consumption,」

    The increase in demand for at-home meals due to stay-at-home consumption continues to be described as a change in the structure of demand in the food industry.
  11. FY2021-Q2RestatedAnnual report

    「There have been significant changes, including a downturn in the food service industry and an increase in demand for at-home meals due to stay-at-home consumption,」

    The increase in demand for at-home meals due to stay-at-home consumption continues to be described as a change in the structure of demand in the food industry.
  12. FY2021-Q1First statedAnnual report

    「There have been significant changes, including a downturn in the food service industry and an increase in demand for at-home meals due to stay-at-home consumption,」

    An increase in demand for at-home meals due to stay-at-home consumption has been described for the first time as a change in the structure of demand in the food industry in response to COVID-19.
Moved together

"First-Quarter Revenue and Profit Decline" moved the same way as this thread, in the same document, in 3 of its 12 moves.

333222★123456
  1. ★This thread
  2. 1First-Quarter Revenue and Profit Decline3×
  3. 2Higher sales and lower profit in liquid seasonings3×
  4. 3Weak performance in the instant noodle segment3×
  5. 4Decrease in Seafood Handling Volume2×
  6. 5Resilience of Corporate Earnings and Capital Investment2×
  7. 6Increase in earnings per share (EPS)2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Yutaka Foods's next results are scheduled for 2026-11-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Increase in Demand for Food Consumed at Home Driven by Stay-at-Home Consumption | YUTAKA FOODS CORPORATION (2806) | Komori