Resilient foodservice demand driven by inbound demand
First written in FY2025-H1. 2 of 4 entries say "Restated". Latest entry: FY2027-H1.
The whole theme swung hardest in 2020: 33 of 49 companies on the "Worse" side.
4 other companies' latest entry also says "Other".
- FY2027-H1Add the impact of higher rice prices on demand related to at-home food consumptionAnnual report
「In the food industry, demand for dining out has remained firm due to increased inbound tourism, but the business environment for at-home food consumption remains challenging as consumers have become more cost-conscious against a backdrop of soaring food and energy prices. Products related to pickles and other “accompaniments for rice” also remain in a difficult environment, affected by changes in consumers’ purchasing behavior and higher rice prices.」
While robust demand for dining out driven by inbound tourism continues, the Company indicates that at-home food consumption and products related to “accompaniments for rice” are being affected not only by consumers’ existing cost-consciousness but also by changes in purchasing behavior and higher rice prices. - FY2025-H1First statedAnnual report
「In the food industry, dining-out demand has remained firm due to increased inbound tourism demand. However, at-home food consumption has stalled as consumers have become more focused on saving in response to price increases across a range of goods, including food and energy.」
The food industry's demand structure, in which dining-out demand remains firm against a backdrop of increased inbound tourism while at-home food consumption has stalled as rising prices have strengthened consumers' cost-consciousness, is described for the first time.