Risk of demand being constrained by consumers’ preference for saving
First written in FY2025-H1. 4 of 5 entries say "Restated". Latest entry: 2026-10-07.
The whole theme swung hardest in 2022: 9 of 14 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「The food industry is required to respond to consumers' diversifying needs and increasingly strong preference for saving.」
The company continues to identify consumers' diversifying needs and increasingly strong preference for saving as conditions in the food industry that require an ongoing response. - FY2026-H1RestatedAnnual report
「In the food industry, as price increases for products continue amid rising raw material prices, labor costs, and logistics costs, consumers are becoming more inclined to economize due to concerns about the outlook, and difficult conditions continue.」
The company continues to report that consumers' preference for saving is strengthening against a backdrop of continued product price increases and uncertainty about the outlook. - FY2025-H1First statedAnnual report
「In the food industry, product price increases continue as a result of rising raw material and labor costs, while consumers are becoming increasingly inclined to economize due to concerns about the outlook, and challenging conditions persist.」
The business-environment risk in the food industry arising from consumers' increasingly strong preference for saving, against a backdrop of continued product price increases and uncertainty about the outlook, was explicitly identified independently of the existing thread for the first time.