Komori
Kobe Bussan (3038) · FactRestated

Higher Demand for Home Meals Due to COVID-19

First written in FY2020-Q2. 6 of 8 entries say "Restated". Latest entry: FY2023.

8entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q2 – FY2022-Q12020: 220202021: 320212022: 120222023: 120232024: 1
Same theme, other companies
Food demand fluctuations driven by stay-at-home and home consumption during COVID-19A theme 17 companies write about · 1 as a headwind · 11 as a tailwind

The whole theme swung hardest in 2023: 5 of 15 companies on the "Worse" side.

5 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「The food supermarket industry continues to face a challenging environment due to declining demand for food prepared at home as consumers go out more often, stronger consumer preferences for saving resulting from rapid inflation, and various cost increases.」

    The recognition that demand for eating at home has shifted from an increase driven by COVID-19 and teleworking to a decline resulting from increased time spent outside the home continues.
  2. FY2023-Q3ReframedAnnual report

    「Decline in demand for eating at home as consumers spend more time outside the home」

    The disclosures have shifted from increased demand for eating at home due to COVID-19 and teleworking to declining demand for eating at home as consumers spend more time outside the home.
  3. FY2022-Q1RestatedAnnual report

    「In addition, the environment surrounding the food retail industry and the requirements it faces have continued to change, including due to teleworking resulting from the spread of COVID-19 and the implementation of measures to prevent infections at stores.」

    The company continues to explain that teleworking and measures at stores associated with COVID-19 are changing demand and the business environment for food retailers.
  4. FY2021-Q3RestatedAnnual report

    「Increase in demand for eating at home due to teleworking and shortened operating hours at food-service stores resulting from the spread of COVID-19」

    The increase in demand for eating at home driven by teleworking and shortened operating hours at food-service stores continues to be described as a change in the environment surrounding the food retail industry.
  5. FY2021-Q1RestatedAnnual report

    「Increase in demand for eating at home due to teleworking and shortened operating hours at food-service stores resulting from the spread of COVID-19」

    The increase in demand for eating at home driven by teleworking and shortened operating hours at food-service stores continues to be described as a change in the environment surrounding the food retail industry.
  6. FY2020RestatedAnnual report

    「The increase in demand for eating at home resulting from refraining from dining out to prevent the spread of COVID-19 also affected operating performance.」

    The company continues to explain that increased demand for eating at home amid calls to refrain from dining out affected the operating performance of the Gyomu Super business.
  7. FY2020-Q3RestatedAnnual report

    「The increase in demand for eating at home resulting from refraining from dining out to prevent the spread of COVID-19 also affected operating performance.」

    The company continues to explain that increased demand for eating at home amid calls to refrain from dining out affected the operating performance of the Gyomu Super business.
  8. FY2020-Q2First statedAnnual report

    「Amid persistent consumer thriftiness, media coverage of these private-label products brought new customers to our stores. The increase in demand for eating at home resulting from refraining from dining out to prevent the spread of COVID-19 also affected operating performance.」

    The increase in demand for eating at home amid calls to refrain from dining out is described for the first time as having affected the operating performance of the Gyomu Super business.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Kobe Bussan yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Higher Demand for Home Meals Due to COVID-19 | KOBE BUSSAN CO.,LTD. (3038) | Komori