Domestic market contraction, intensifying competition and reliance on meat-related seasonings
First written in FY2016. 9 of 18 entries say "Materialised", first in FY2023-Q1. Latest entry: 2026-08-07.
EBARA Foods Industry 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 2025: 9 of 10 companies on the "Worse" side.
1 other company's latest entry also says "Mitigated".
- 2026-08-07MitigatedEarnings presentation
「New products contributed “黄金の味 たれポン酢” “焼肉堪能”」
New products contributed to a 2.0% year-on-year increase in the household meat-related seasoning category. The category, which reported lower sales in the previous fiscal year, showed an improvement in sales performance during the current quarter. - FY2026MaterialisedAnnual report
「Sales fell below the previous fiscal year due to the impact of persistently high fresh meat prices.」
Sales of the meat-seasoning products were ¥12.149 billion, down 1.5% from the previous fiscal year, and risks related to persistently high fresh meat prices and dependence on meat-seasoning products continued to affect sales performance. - 2026-05-15MaterialisedEarnings
「Sales fell below the previous fiscal year due to the impact of persistently high fresh meat prices.」
Shows that persistently high fresh meat prices materialized as a full-year decline in sales of meat-related seasonings. - FY2025MaterialisedAnnual report
「Although performance remained firm through the cumulative third quarter of the fiscal year, supported in part by contributions from Yakiniku Zaku Dare, sales fell below the previous fiscal year due in part to persistently high fresh meat prices and growing consumer frugality.」
Although new products contributed, the meat-seasoning products declined 1.1% year on year due to persistently high fresh meat prices and growing consumer frugality, with the impact of concentration and market-trend risks continuing. - FY2025-H1MitigatedAnnual report
「In the meat-seasoning category, sales exceeded the previous year’s level after the company launched “Umami-Spicy Garlic” in August of the current fiscal year against a backdrop of strong sales of the existing “Yakiniku Zaku Sauce Salt Garlic.”」
The company states that sales of the meat-seasoning products exceeded the same period of the previous year, driven by the launch of the new product Uma-Kara Garlic and strong sales of Yakiniku Zaku Dare Shio Dare Garlic, while the impact of price revisions, rising prices and other factors on core products eased during the period. - FY2024-Q3Recovery in meat-seasoning products after the price revisionsAnnual report
「Although hot-pot and vegetable-related seasonings recorded revenue declines, household product sales overall increased year on year, helped by a recovery in sales as the prices of products subject to revisions became established. Meat-related seasonings grew, and the Other category, including “Puchitto Udon,” also increased sales.」
The company explains that the meat-seasoning products grew against a backdrop of recovering sales as prices of products subject to revisions became established, despite continued declines in demand caused by rising prices and price revisions. - FY2024-Q2MaterialisedAnnual report
「Sales of the meat-seasoning products fell below the same period of the previous year due to fewer opportunities for households to enjoy yakiniku amid rising prices and a shift in demand toward lower-priced products.」
Fewer opportunities to enjoy yakiniku amid rising prices and a shift in demand toward lower-priced products materialized as sales of the meat-seasoning products falling below the same period of the previous year. - FY2024-Q1MaterialisedAnnual report
「For the meat-related seasoning group, sales fell below the year-earlier level due in part to the impact of the price revision for Yakiniku Sauce (焼肉のたれ).」
Yakiniku Sauce (焼肉のたれ), the core product of the meat-related seasoning group, fell below the year-earlier level due in part to the impact of the price revision, with risks related to the product mix and price revisions appearing in sales performance. - FY2023MaterialisedAnnual report
「The meat-related seasoning group, led by Golden Taste (黄金の味), tends to see consumption weaken due to higher fresh meat prices and unsettled weather from spring through summer, its peak demand period. The hot-pot seasoning group tends to be affected by winter produce prices and temperatures.」
The Company identifies higher fresh meat prices and weather-related factors associated with reliance on meat-related seasonings as specific drivers of market trend risk. - FY2023-Q3MaterialisedAnnual report
「Sales of meat-related seasonings fell below the same period of the previous year, partly due to the impact of soaring fresh meat prices and price revisions for some products.」
Higher fresh meat prices and the impact of price revisions caused the meat-related seasoning group to fall below the year-earlier sales level, with market and product-mix risks associated with reliance on meat-related seasonings appearing in sales performance. - FY2023-Q2MaterialisedAnnual report
「In meat-related seasonings, “Golden Taste” and “Grated Daikon Sauce” fell below the sales of the same period of the previous year due to reduced purchasing caused by soaring fresh meat prices, particularly imported beef, amid foreign-exchange effects and other factors.」
The core product group, which involves reliance on meat-related seasonings, fell below the year-earlier level due to reduced purchasing caused by higher fresh meat prices, with market and product-mix risks appearing in sales performance. - FY2023-Q1MaterialisedAnnual report
「In meat-related seasonings, “Golden Taste,” “Grated Daikon Sauce” and other products fell below the sales of the same period of the previous year due to reduced purchasing caused by rising fresh meat prices, particularly imported beef.」
The core product group, which involves reliance on meat-related seasonings, fell below the year-earlier level due to reduced purchasing caused by higher fresh meat prices, with the impact of reliance risk appearing in sales performance. - FY2022MitigatedAnnual report
「In the food-service business, we are working to respond to market changes through selective concentration, including expanding the lineup of core product groups and reviewing the product mix, including entering the prepared-food market, as well as expanding sales channels. We are also focusing on the overseas business as a growth driver and working to build overseas R&D capabilities and a foundation for local production.」
As responses to domestic market contraction and intensifying competition, the Company continues to expand the food-service product lineup, enter the prepared-food market, pursue selective concentration, expand sales channels, and build overseas R&D and local production capabilities. - FY2021MitigatedAnnual report
「In the food-service business, we continue to work to maintain the Group's market share by expanding the lineup of core product groups and reviewing the product mix, including entering the prepared-food market. In the overseas business, we are also working to build overseas R&D capabilities and a foundation for local production as growth drivers contributing to the future growth of the Ebara brand.」
As responses to market contraction and intensifying competition, the Company identifies expansion of the food-service product lineup, entry into the prepared-food market, review of the product mix, and the development of overseas R&D and local production capabilities. - FY2019MitigatedAnnual report
「Of Group sales, the meat-related seasoning group accounted for 36.8% in the fiscal year ended March 2018 and 35.7% in the fiscal year ended March 2019.」
The meat-related seasoning group's share of the sales mix declined from 36.8% to 35.7%, indicating reduced reliance on the group. - FY2018MitigatedAnnual report
「Of Group sales, the meat-related seasoning group accounted for 39.4% in the fiscal year ended March 2017 and 36.8% in the fiscal year ended March 2018.」
The meat-related seasoning group's share of the sales mix declined from 39.4% in the previous fiscal year to 36.8%. The Company continues to mitigate the impact through the development of hot-pot and vegetable-related seasoning groups and new product groups. - FY2017WorsenedAnnual report
「The food business, our core business, operates in a market that is trending downward against a backdrop of population decline, a falling birth rate and an ageing population, and declining household size, and faces a challenging competitive environment.」
The Company explicitly identifies market contraction and intensifying competition, while the meat-related seasoning group's share of the sales mix increased from 39.0% in the fiscal year ended March 2016 to 39.4% in the fiscal year ended March 2017. - FY2016First statedAnnual report
「Of Group sales, the meat-related seasoning group accounted for 39.6% in the fiscal year ended March 2015 and 39.0% in the fiscal year ended March 2016.」
The Company discloses market contraction and intensifying competition due to population decline and other factors, as well as concentration in meat-related seasonings in its sales mix, as risks.