Risks Related to Consumer Preferences, Competition and Price Sensitivity
First written in FY2016. 14 of 16 entries say "Restated". Latest entry: FY2026.
Ariake Japan moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2026: 9 of 15 companies on the "Worse" side.
11 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「A substantial portion of the Group's sales is supplied as raw materials to customers, who face intense competition as they respond to rapidly changing consumer preferences.」
It reaffirms the risk of an impact on business performance due to changes in consumer preferences, customers' competitive environment, and failure to provide products suited to the market. - 2026-05-13WorsenedEarnings presentation
「In every category, higher costs have strengthened the focus on cost reduction, creating a tendency to prioritize cost over quality. In-house production, multiple sourcing and a preference for low prices are headwinds for our value-added products.」
The company has specified how low-price preferences and customers' stronger focus on cost reduction are creating headwinds for value-added products. - FY2024-Q1RestatedAnnual report
「Although the number of single-person households is increasing and health awareness is rising, the food industry is also exposed to headwinds such as higher labor costs caused by labor shortages.」
It reaffirms the increase in single-person households, rising health awareness, and higher labor costs caused by labor shortages as factors affecting the business environment in the food industry. - FY2023-Q1RestatedAnnual report
「Although the number of single-person households is increasing and health awareness is rising, the food industry is also exposed to headwinds such as higher labor costs caused by labor shortages.」
It reaffirms the increase in single-person households, rising health awareness, and higher labor costs caused by labor shortages as factors affecting the business environment in the food industry. - FY2022RestatedAnnual report
「A substantial portion of the Group's sales is supplied as raw materials to customers, who face intense competition as they respond to rapidly changing consumer preferences.」
It reaffirms the risk of an impact on business performance due to changes in consumer preferences, customers' challenging competitive environment, and failure to provide products suited to the market. - FY2021RestatedAnnual report
「A substantial portion of the Group's sales is supplied as raw materials to customers, who face intense competition as they respond to rapidly changing consumer preferences.」
It reaffirms the risk of an impact on business performance due to changes in consumer preferences, customers' challenging competitive environment, and failure to provide products suited to the market. - FY2019RestatedAnnual report
「If the Group is unable to adequately anticipate changes in the market and provide products and services that meet market needs, its future sales may stagnate and profitability may decline, adversely affecting its business performance and financial position.」
It reaffirms the risk of lower sales and profitability due to changes in consumer preferences, competition, and failure to provide products suited to the market. - FY2019-Q2RestatedAnnual report
「Japan's economy continued to recover moderately, supported by improvements in corporate earnings and employment and income conditions. At the same time, consumers' inclination to save remained strong, and uncertainty about the outlook persisted.」
It reaffirms consumers' persistently strong propensity to save as a factor affecting demand and the competitive environment in the food industry. - FY2018RestatedAnnual report
「The customer faces intense competition as it responds to rapidly changing consumer preferences.」
It reaffirms the risk of being unable to provide products and services suited to the market due to changes in consumer preferences and intense competition. - FY2018-Q3RestatedAnnual report
「Amid growing consumer awareness of the need for reassurance and safety, conditions remain firm in some areas, but the operating environment remains challenging against a backdrop including labor shortages, rising labor costs, and price competition.」
It reaffirms changes in consumer awareness, labor shortages, rising labor costs, and price competition as factors contributing to the challenging operating environment in the food industry. - FY2018-Q2RestatedAnnual report
「Although conditions remain firm in some areas, the operating environment in the food industry remains challenging, against a backdrop including price competition.」
It reaffirms the challenging operating environment in the food industry driven by price competition. - FY2018-Q1RestatedAnnual report
「Although some areas have remained firm, the operating environment continues to be difficult, amid price competition and other factors.」
It reaffirms price competition as a factor contributing to the challenging market environment. - FY2017RestatedAnnual report
「Customers face intense competition as they respond to rapidly changing consumer preferences.」
It reaffirms the risk of being unable to provide products suited to the market due to changes in consumer preferences, competition, and cost-consciousness. - FY2017-Q3RestatedAnnual report
「Consumers remain strongly inclined to save.」
It cites consumers' continued strong propensity to save as a factor affecting the operating environment in the food industry. - FY2017-Q2RestatedAnnual report
「Consumers remain strongly inclined to save.」
It cites consumers' continued strong propensity to save as a factor affecting the operating environment in the food industry. - FY2016First statedAnnual report
「If our group cannot adequately anticipate market changes and provide products and services suited to the market, future sales may stagnate, profitability may decline, and business performance and financial condition may be adversely affected.」
Identifies the risk that changing consumer preferences and competition may prevent the group from providing products and services suited to the market.