Concentration in the Domestic Foodservice Frozen Food Wholesale Business
First written in FY2016. 15 of 31 entries say "Restated". Latest entry: FY2026.
Dairei moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).
The whole theme swung hardest in 2025: 22 of 59 companies on the "Worse" side.
47 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「We specialize in the domestic wholesale distribution of frozen foods for foodservice use, and anticipate the possibility that the market for foodservice frozen foods may contract due to a future decline in domestic demand and economic trends.」
It continues to focus on the domestic foodservice frozen-food wholesale business and the risk of market contraction due to domestic demand and economic conditions. - FY2026-H1Explicitly identifies persistently high rice prices and the widespread preference for low prices.Annual report
「In Japan’s food industry, product prices have continued to rise as a result of higher raw-material, labor and logistics costs. With rice prices remaining high, the preference for low prices has become widespread, and difficult operating conditions are expected to persist.」
It provides greater detail on the difficult environment surrounding the domestic foodservice frozen-food business, stating that, in addition to rising prices and consumers’ preference for saving, persistently high rice prices have led to a widespread preference for low prices. - FY2025RestatedAnnual report
「In Japan’s food industry, product prices have continued to rise as a result of higher raw-material, labor and logistics costs. In addition, rice prices have remained high, consumers continue to be strongly price-conscious, and difficult operating conditions are expected to persist.」
It continues to describe the difficult environment surrounding the domestic foodservice frozen-food business, driven by rising product prices and consumers’ preference for saving. - FY2025-H1RestatedAnnual report
「In Japan's food industry, product-price increases due to higher raw-material prices, labor costs and logistics costs continue, consumers remain strongly inclined to save, and a challenging business environment is expected to continue.」
It reiterates the view that the difficult environment surrounding the domestic foodservice frozen-food business will continue, owing to ongoing price increases and consumers’ strong preference for saving. - FY2024-Q3Recovery is evident, but weak consumption and high costs continue to make conditions challengingAnnual report
「During the cumulative 3rd quarter period, Japan's economy showed signs of a gradual recovery in economic activity as COVID-19 was reclassified as a Class 5 infectious disease. However, amid soaring raw-material and energy prices, inflation caused by increasingly serious labor shortages, and stagnant real wage growth, the recovery in consumer sentiment has stalled, and uncertain conditions continue.」
While recognizing a gradual recovery in economic activity, the company states that the recovery in personal consumption has stalled due to high costs, labor shortages and stagnant real wage growth, and that the uncertain environment surrounding the domestic foodservice frozen-food business continues. - FY2024-Q2Challenging conditions continue despite market recovery, due to rising costs and restrained consumptionAnnual report
「In Japan's food industry, labor shortages are worsening as the economy recovers, labor costs are rising because of the shortages, raw-material and energy prices remain high, and prices continue to rise as the yen weakens. While price increases and product-price reviews are being implemented, consumers continue to curb personal consumption as real wages decline, and a challenging business environment is expected to continue.」
While recognizing signs of market recovery, the company states that Japan's food industry continues to face challenging conditions due to the coexistence of labor shortages, higher labor costs, higher raw-material and energy prices, a weaker yen, and restrained personal consumption. - FY2024-Q1WorsenedAnnual report
「In Japan's food industry, a challenging business environment is expected to continue, as consumers are becoming more inclined to save due to food-price increases reflecting higher raw-material and energy costs, while egg supplies are tightening because of avian influenza.」
In Japan's food industry, in addition to consumers' preference for saving due to food price increases, tight egg supplies and other factors are cited, illustrating the increasingly challenging environment surrounding the foodservice frozen-food business. - FY2023-Q3WorsenedAnnual report
「In Japan's food industry, food prices have been revised upward as a result of soaring raw-material and energy prices, strengthening consumers' preference for saving, and challenging business conditions continue.」
The company provides greater detail on the challenging business environment in Japan's food industry, stating that food price revisions have progressed and consumers' preference for saving has strengthened. - FY2023-Q1RestatedAnnual report
「Restaurant demand has continued to recover gradually since the lifting of priority preventive measures to prevent the spread of disease.」
The company states that restaurant demand has been recovering gradually since restrictions were lifted, but that, in its accounting estimates, it has not yet recovered to pre-pandemic levels, and the concentration risk remains. - FY2022Restaurant demand is recovering but remains below pre-pandemic levelsAnnual report
「Restaurant demand has begun to recover gradually following the lifting of the state of emergency and other restrictions, but we believe it will take time to recover to pre-pandemic levels.」
Restaurant demand related to the concentration on foodservice frozen foods has shifted to a gradual recovery, but has not recovered to pre-pandemic levels, and the concentration risk remains. - FY2022-Q2WorsenedAnnual report
「In Japan's food industry, demand for meals eaten at home remained firm due to continued stay-at-home demand. In the restaurant industry, however, repeated requests for closures and reduced operating hours, particularly for restaurants, and the absence of the benefits of the GO TO campaign implemented last year have prevented a halt to the prolonged decline in sales, and uncertain conditions continue.」
The company states that the restaurant industry has repeatedly been asked to close or reduce operating hours, and that the decline in sales has not been brought to a halt. Compared with the previous quarter's view that conditions had eased gradually but had not recovered, it describes the continuation of the decline over a longer period more specifically. - FY2022-Q1Restaurant demand eased gradually but has not recoveredAnnual report
「Although the difficult conditions in the restaurant industry and elsewhere have eased gradually compared with the state of emergency declared at the same time last year, as COVID-19 vaccinations have begun, demand has still not recovered to pre-pandemic levels, and we expect uncertain conditions to continue for the time being.」
The difficult conditions in the restaurant industry related to the concentration on foodservice frozen foods eased gradually from the same period of the previous year, but the company states that they have not recovered to pre-pandemic levels. - FY2021MaterialisedAnnual report
「In Japan's food industry, demand from retailers such as major mass merchandisers, food supermarkets and drugstores remained stable due to stay-at-home consumption, while demand for foodservice use, including from the restaurant and tourism industries, fell sharply because of temporary restaurant closures and reduced operating hours following the issuance of 2 states of emergency and consumers' restraint on going out, and challenging conditions continue.」
The concentration in the domestic foodservice frozen-food wholesale business actually resulted in a sharp decline in demand from the restaurant and tourism industries, and sales for the current period also declined 16.2% year on year. - FY2021-Q3WorsenedAnnual report
「In Japan's food industry, demand driven by stay-at-home consumption has remained stable, while demand from the restaurant and tourism industries, although showing signs of recovery as a result of government stimulus measures, remains challenging due to the renewed spread of COVID-19.」
In connection with the business structure's concentration on foodservice frozen foods, demand from the restaurant and tourism industries, which had temporarily shown signs of recovery, has again become challenging due to the renewed spread of COVID-19. - FY2021-Q2MaterialisedAnnual report
「In Japan's food industry, demand from the restaurant industry declined due to a decrease in inbound travelers and requests to refrain from going out as an infection-control measure, while demand for meals eaten at home grew as stay-at-home consumption increased.」
The concentration in the domestic foodservice frozen-food wholesale business has resulted in an actual decline in demand from the restaurant industry. The growth in demand for meals eaten at home is also noted. - FY2021-Q1MaterialisedAnnual report
「In addition, as a company that handles only foodservice frozen foods, we have worked to strengthen sales of products for medical and nursing-care food applications to offset declines in the restaurant industry and school meal services.」
The concentration in domestic foodservice frozen foods has actually created a situation requiring stronger sales efforts to offset declines in the restaurant industry and school meal services. - FY2020WorsenedAnnual report
「Amid an uncertain economic outlook due to the impact of COVID-19, as a company that handles only foodservice frozen foods, we have been significantly affected by declines in the restaurant industry and school meal services」
The concentration in the domestic foodservice frozen-food wholesale business has actually resulted in a situation in which the company is significantly affected by declining demand from the restaurant industry and school meal services. - FY2020-Q3RestatedAnnual report
「In Japan's food industry, rising raw-material prices and higher logistics costs are affecting the industry as a whole, and the business environment remains challenging.」
The company continues to describe a challenging business environment in Japan's food industry. No material change in the risk of concentration in the domestic foodservice frozen-food wholesale business is indicated. - FY2020-Q2RestatedAnnual report
「In Japan's food industry, the business environment remains challenging as logistics costs and raw-material prices remain high and labor shortages persist, while consumers continue to focus on protecting their household budgets amid concerns about the economic outlook following the consumption-tax increase.」
The company continues to describe a challenging environment in Japan's food industry due to logistics costs, raw materials, labor shortages, the economic outlook following the consumption tax increase, and consumers' efforts to protect their household finances. - FY2020-Q1RestatedAnnual report
「In Japan's food industry, as companies are required to respond to increasingly diverse consumer values and persistent preferences for saving, higher raw-material prices and soaring logistics costs are affecting the industry as a whole.」
The company continues to describe a challenging environment in Japan's food industry, where higher raw-material prices and soaring logistics costs are affecting the industry as a whole, in addition to the need to respond to preferences for saving. - FY2019-Q3WorsenedAnnual report
「In Japan's food industry, companies are required to respond to increasingly diverse consumer values and persistent preferences for saving, while various cost-inflation risks, including higher raw-material prices and increased personnel and logistics costs due to labor shortages, have become apparent, creating a challenging environment.」
The company describes a challenging business environment in which multiple cost-inflation risks have emerged, including consumers' preference for saving, soaring raw-material prices, and higher personnel and logistics costs caused by labor shortages. - FY2019-Q2WorsenedAnnual report
「In Japan's food industry, consumers' preferences for saving and low prices have become entrenched, while labor shortages have brought to the fore the risk of rising personnel and logistics costs, creating a challenging environment.」
The company states that Japan's food industry faces a challenging environment, with entrenched preferences for saving and low prices, as well as the emergence of risks of higher personnel and logistics costs caused by labor shortages. - FY2019-Q1RestatedAnnual report
「In Japan's food industry, consumers' preferences for saving and low prices have become entrenched, while soaring raw-material prices and labor shortages have also become more serious, creating a challenging environment.」
The company continues to describe a challenging environment in Japan's food industry, with entrenched preferences for saving and low prices, as well as increasingly serious raw-material price inflation and labor shortages. - FY2018RestatedAnnual report
「We specialize in the domestic wholesale distribution of frozen foods for foodservice use, and anticipate the possibility that the market for foodservice frozen foods may contract due to a future decline in domestic demand and economic trends.」
The concentration in the domestic foodservice frozen-food wholesale business and the risk of declining domestic demand continue. - FY2018-Q3RestatedAnnual report
「In Japan's domestic food industry, demand for safety, reliability, and high-value-added products is diverse and growing, while consumers' thrift-oriented behavior has become entrenched, resulting in a continued difficult business environment.」
The company continues to describe a challenging environment in Japan's food industry, in which demand for safety, security and higher value-added products coexists with an entrenched preference for saving. - FY2018-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」
Regarding the risk of concentration in the domestic foodservice frozen-food wholesale business, the company states that there have been no new developments or material changes. - FY2018-Q1RestatedAnnual report
「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」
Regarding the risk of concentration in the domestic foodservice frozen-food wholesale business, the company states comprehensively that there have been no new developments or material changes. - FY2017RestatedAnnual report
「We specialize in the domestic wholesale distribution of frozen foods for foodservice use, and anticipate the possibility that the market for foodservice frozen foods may contract due to a future decline in domestic demand and economic trends.」
The concentration in the domestic foodservice frozen-food wholesale business and the risk of declining domestic demand continue. - FY2017-Q3RestatedAnnual report
「In Japan's food industry as well, consumer sentiment has shown no momentum toward improvement, and challenging conditions continue.」
The company continues to recognize a challenging demand environment in Japan's food industry. No material change in the risk of concentration in the domestic foodservice frozen-food wholesale business is indicated. - FY2017-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter, and there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」
Regarding the risk of concentration in the domestic foodservice frozen-food wholesale business, the company states comprehensively that there have been no new developments or material changes. - FY2016First statedAnnual report
「We specialize in the domestic wholesale distribution of frozen foods for foodservice use, and anticipate the possibility that the market for foodservice frozen foods may contract due to a future decline in domestic demand and economic trends.」
The company recognizes the possibility of being affected by market contraction due to its concentration in a single business and on domestic demand.