Intensifying Competition and Restrained Consumer Spending in the Foodservice and Sushi Industries
First written in FY2016. 21 of 35 entries say "Restated". Latest entry: 2026-10-14.
Choushimaru moved to the "Worse" side of this theme in 2017, 3 years before the typical company in this theme (2020).
The whole theme swung hardest in 2020: 33 of 49 companies on the "Worse" side.
30 other companies' latest entry also says "Restated".
- 2026-10-14RestatedEarnings
「At the same time, the challenging operating environment continues, including soaring raw material and energy prices, labor shortages and rising personnel expenses, and increasingly frugal consumer behavior resulting from declining real wages.」
The company has reconfirmed the difficult environment facing the restaurant industry, including rising costs, labor shortages and consumers' cost-consciousness. - FY2027-H1RestatedAnnual report
「The food service industry as a whole remained firm, supported by factors including higher average spend per customer following price revisions. At the same time, the operating environment remained challenging, with soaring raw material and energy prices, labor shortages and rising personnel expenses, and increasingly cautious consumer spending due to declining real wages.」
While noting the overall strength of the industry, we reconfirmed the challenging operating environment, including rising costs, labor shortages, higher personnel expenses and increasingly cautious consumer spending due to declining real wages. - FY2026RestatedAnnual report
「In the dining-out industry in which the Company operates, competition among industry participants has become increasingly intense amid diversifying demand for dining out. Competition in the sushi industry has also intensified as major chains continue to open new locations and companies from other industries enter the market.」
It continues to describe intensifying competition in the dining-out and sushi industries and the potential impact of a shrinking dining-out market and competition that includes businesses in the take-home meal sector. - 2026-04-13RestatedEarnings
「At the same time, the operating environment remains challenging, with continued increases in raw material and energy prices, labor shortages, rising personnel expenses, and declines in real wages due to higher prices.」
The company again notes the challenging environment surrounding raw material and energy prices, labor shortages, personnel expenses, and real wages. - FY2026-H1RestatedAnnual report
「In the dining-out industry, the recovery in personal consumption led to more active price revisions, and the industry as a whole performed steadily. At the same time, the challenging operating environment continued, owing to soaring raw material and energy prices, labor shortages and higher labor costs, and consumers' increasingly strong preference for saving as prices rose.」
While noting the recovery in personal consumption and the industry's steady performance, it reconfirms the challenging environment caused by rising costs, labor shortages, higher labor costs and consumers' preference for saving. - FY2025RestatedAnnual report
「In the dining-out industry, the recovery in personal consumption led to more active price revisions, and the industry as a whole performed steadily. At the same time, the challenging operating environment continued, owing to soaring raw material and energy prices, labor shortages and higher labor costs, and consumers' increasingly strong preference for saving as prices rose.」
While noting the recovery in personal consumption and more active price revisions, it reconfirms the challenging environment caused by rising costs, labor shortages, higher labor costs and consumers' preference for saving. - FY2025-H1More active price revisions and continued challenging conditionsAnnual report
「In the dining-out industry, the recovery in personal consumption led to more active price revisions, and the industry as a whole performed steadily. At the same time, the challenging operating environment continued, owing to soaring raw material and energy prices, labor shortages and higher labor costs, and consumers' increasingly strong preference for saving as prices rose.」
While noting the recovery in personal consumption and the industry's steady performance, it states that the challenging environment continued as price revisions became more active amid rising costs, labor shortages and consumers' preference for saving. - FY2024-Q3Rapid recovery in dining-out demand and easing of price revisionsAnnual report
「In the dining-out industry, dine-in demand recovered rapidly and business activities across the industry became more active as the sector emerged from the constraints imposed by COVID-19. At the same time, as consumers became increasingly focused on protecting their household finances amid a shift toward higher prices, the industry-wide trend of price revisions that had continued since the year before last began to level off.」
Regarding risk awareness in the dining-out industry, it describes a rapid recovery in dine-in demand and business activities and a slowdown in price revisions, while consumer efforts to protect household finances amid inflation continued. - FY2024-Q2RestatedAnnual report
「The revised prices have been steadily accepted by customers, and accordingly, the operating environment has shifted toward recovery to pre-COVID levels.」
While noting the rapid recovery in dine-in demand and acceptance of the revised prices, it describes the operating environment as being on a recovery trend, as in the previous quarter, despite continued consumer efforts to protect household finances and concerns over rising costs. - FY2024-Q1Shift toward recoveryAnnual report
「In the dining-out industry, the easing of restrictions on activities led to a rapid recovery in dine-in customer numbers, and the industry as a whole stepped up its business activities. At the same time, price revisions continued across the industry against a backdrop of rising raw material, energy and logistics costs since the previous year. Although consumers became increasingly focused on protecting their household finances amid concerns over further price increases, the operating environment shifted toward recovery to pre-COVID levels.」
Regarding the competitive environment in the dining-out and sushi industries, it described a rapid recovery in dine-in customer numbers and more active business operations, while stating that price increases and consumers' focus on protecting their household finances continued. - FY2023-Q3RestatedAnnual report
「As the industry as a whole shifted toward business activities geared to the post-COVID era, competition intensified further to respond to the diversification of services demanded by consumers who had adopted a lifestyle shaped by COVID-19.」
While dine-in customer numbers recovered as restrictions on activities were eased, it continues to describe intensifying competition across business formats against a backdrop of diversifying consumer demand for services. - FY2023-Q2RestatedAnnual report
「In the dining-out industry, ordinary business activities are gradually returning to pre-COVID levels, with dine-in customer numbers showing signs of recovery as restrictions on activities are eased. At the same time, as consumer demand diversified amid the establishment of a lifestyle shaped by COVID-19, competition across industry boundaries intensified further. In addition, price revisions became increasingly widespread across the industry against a backdrop of higher raw material, energy and logistics costs, while the operating environment remained challenging amid consumer uncertainty about the future, including concerns over further price increases.」
While noting the recovery in dine-in customer numbers, it reconfirms the challenging operating environment, with competition across business formats intensifying as consumer needs diversify and concerns over price revisions and inflation continuing. - FY2023-Q1WorsenedAnnual report
「In the dining-out industry, ordinary business activities are gradually resuming, with dine-in customer numbers showing signs of recovery as restrictions on activities are eased. At the same time, amid increasingly intense competition across industry boundaries, including through the diversification of services for consumers who have adopted a lifestyle shaped by COVID-19, the operating environment remained challenging as raw material, energy and logistics costs rose and the yen depreciated sharply.」
While noting signs of recovery in dine-in customer numbers, it states that competition across industry boundaries has intensified further as services have diversified amid the COVID-19 pandemic. - FY2022WorsenedAnnual report
「As consumers continued to refrain from dining out amid the COVID-19 pandemic, competition across business formats intensified more than ever as sales formats changed, including takeout, delivery services and online shops that involve less contact with other people.」
It states that, in addition to competition within the traditional dining-out and sushi industries, competition across business formats, including takeout, delivery and online shops, has intensified more than ever. - FY2022-Q3WorsenedAnnual report
「In the food-service industry, competition across different formats has intensified due to increased demand for takeaway, delivery services and online shops involving less contact with other people. Flexible responses to customers’ lifestyles and the services they expect from dining out are required, while the operating environment remained challenging due to higher prices for raw materials, crude oil and other inputs.」
It newly identifies intensifying competition across business formats driven by increased demand for takeout, delivery and online shopping. - FY2022-Q1RestatedAnnual report
「In the food-service industry, changes continued in customers’ lifestyles and the services they expect from dining out in response to activity restrictions and requests to refrain from going out aimed at preventing the spread of COVID-19. While demand for takeaway and delivery services involving less contact with other people increased, the decline in in-store dining continued unabated, and the operating environment remained challenging.」
The statement reaffirms the challenging food-service environment in which the decline in in-store dining and the shift in demand toward takeaway and delivery continued during the infectious disease pandemic. - FY2021-Q3RestatedAnnual report
「In the food-service industry, customers’ lifestyles and the services they expect from dining out have changed dramatically due to activity restrictions and requests to refrain from going out associated with the spread of COVID-19. While in-store dining has declined, takeaway and delivery services involving less contact with other people have increased, and the competitive environment has changed significantly, leaving the operating environment challenging.」
The statement continues to describe significant changes in lifestyles and demand for services caused by the infectious disease, as well as significant changes in the competitive environment including in-store dining, takeaway and delivery. - FY2021-Q2RestatedAnnual report
「In the food-service industry, customers’ lifestyles and the services they expect from dining out have changed dramatically due to activity restrictions and requests to refrain from going out associated with the spread of COVID-19. While in-store dining has declined, takeaway and delivery services involving less contact with other people have increased, and the competitive environment has also changed dramatically, leaving the operating environment challenging.」
The company continues to identify changes in the competitive environment between in-store dining and takeaway and delivery services during the infectious disease pandemic as a risk in the food-service industry. - FY2021-Q1ReframedAnnual report
「In the food-service industry, customers’ lifestyles and the services they expect from dining out have changed dramatically due to the spread of COVID-19. While in-store dining has declined, takeaway and delivery services involving less contact with other people have increased, and the competitive environment has changed dramatically from before the COVID-19 pandemic.」
The risk of intensifying competition in the food-service and sushi industries has been reframed as changes in lifestyles and demand for services caused by the infectious disease, and changes in the competitive environment including takeaway and delivery. - FY2020WorsenedAnnual report
「In the food-service industry, the operating environment continues to be challenging due to the trend toward higher food-ingredient prices and rising labour costs to secure personnel. In addition, as people refrain from dining out amid the spread of COVID-19, competition to attract customers from other industries and formats is intensifying, including in response to growing demand for takeaway and delivery services.」
In addition to food-ingredient prices, labour costs and competition to attract customers, the statement identifies reduced dining out due to the infectious disease and intensifying competition, including takeaway and delivery services. - FY2020-Q3RestatedAnnual report
「In the food-service industry, the operating environment continues to be challenging due to the trend toward higher food-ingredient prices, rising labour costs to secure personnel, and intensifying competition to attract customers from other industries and formats, including competition from takeaway products subject to the reduced consumption-tax rate introduced with the consumption-tax increase, as well as delivery and catering services.」
The statement continues to describe the challenging food-service environment caused by food-ingredient prices, labour costs, competition from takeaway, delivery and catering services, and competition to attract customers from other industries and formats. - FY2020-Q2WorsenedAnnual report
「In the food-service industry, the operating environment continues to be challenging due to the trend toward higher food-ingredient prices, rising labour costs to secure personnel, and increasingly intense competition with takeaway products subject to the reduced consumption-tax rate and delivery services, as well as competition to attract customers from other industries and formats, amid the consumption-tax increase and the rapid shift to cashless payments.」
In addition to food-ingredient prices, labour costs and competition to attract customers, the statement identifies competition from takeaway products and delivery services arising from the consumption-tax increase and the shift to cashless payments, and notes that competition is becoming increasingly intense. - FY2020-Q1RestatedAnnual report
「In the food-service industry, the operating environment continues to be challenging due to consumers’ preference for economising, the trend toward higher food-ingredient prices, worsening labour shortages and rising labour costs to secure personnel.」
The statement continues to describe the challenging food-service environment caused by consumers’ preference for economising, higher food-ingredient prices, labour shortages and rising labour costs. - FY2019RestatedAnnual report
「The food-service industry in which we operate is experiencing a tendency toward sluggish personal consumption as consumers continue to restrain spending, while competition among industry participants is becoming increasingly intense. Competition in the sushi industry is also intensifying due to the successive opening of stores by major chains and entry by companies from other industries.」
The company continues to identify restrained consumer spending and intensifying competition in the food-service and sushi industries as major risks. - FY2019-Q3RestatedAnnual report
「In the food-service industry, the operating environment remained challenging due to consumers’ preference for economising, the trend toward higher food-ingredient prices, worsening labour shortages and rising labour costs resulting from competition to secure personnel.」
The statement reaffirms the challenging food-service environment caused by consumers’ preference for economising, higher food-ingredient prices, labour shortages and rising labour costs. - FY2019-Q2RestatedAnnual report
「In the food-service industry, the operating environment remained challenging due to consumers’ preference for economising, the trend toward higher food-ingredient prices, worsening labour shortages and rising labour costs to secure personnel.」
The statement continues to describe the challenging environment in the food-service industry due to consumers’ preference for economising, food-ingredient prices, labour shortages and rising labour costs. - FY2019-Q1WorsenedAnnual report
「In the food-service industry, the operating environment remained challenging due to consumers’ preference for economising, the trend toward higher food-ingredient prices, worsening labour shortages and rising labour costs to secure personnel.」
The statement identifies consumers’ preference for economising, higher food-ingredient prices, worsening labour shortages and rising labour costs, and describes the operating environment as continuing to be challenging. - FY2018RestatedAnnual report
「The food-service industry in which we operate is experiencing a tendency toward sluggish personal consumption as consumers continue to restrain spending, while competition among industry participants is becoming increasingly intense. Competition in the sushi industry is also intensifying due to the successive opening of stores by major chains and entry by companies from other industries.」
The company continues to identify restrained consumer spending and intensifying competition in the food-service and sushi industries as major business risks. - FY2018-Q3RestatedAnnual report
「In the food-service industry, consumers’ strong preference for economising remains, procurement prices continue to rise amid shortages across a broad range of food ingredients, and rising labour costs amid tight labour demand and difficulties securing personnel have become major challenges. The challenging operating environment continues.」
The statement continues to describe the challenging operating environment in the food-service industry, including consumers’ preference for economising and the competitive environment. - FY2018-Q2WorsenedAnnual report
「In the food-service industry, consumers’ strong preference for economising remains, procurement prices continue to rise amid shortages across a broad range of food ingredients, and rising labour costs amid tight labour demand and difficulties securing personnel have become major challenges, making the operating environment increasingly difficult.」
The statement continues to describe the operating environment as increasingly difficult, with consumers’ preference for economising, higher food-ingredient prices, rising labour costs and difficulties securing personnel occurring simultaneously. - FY2017WorsenedAnnual report
「In the food-service industry, competition to attract customers from other industries and formats is intensifying, and procurement prices continue to rise amid shortages across a broad range of food ingredients. In addition, rising labour costs amid tight labour supply and demand and securing personnel have become important management challenges, making the environment increasingly difficult.」
The statement describes the food-service environment as increasingly difficult, including due to intensifying competition, higher food-ingredient prices, rising labour costs and difficulties securing personnel. - FY2017-Q3RestatedAnnual report
「In the food-service industry, competition to attract customers from other industries and formats is intensifying, procurement prices continue to rise amid shortages across a broad range of food ingredients, and rising labour costs amid tight labour demand and difficulties securing personnel have become major challenges, making the operating environment increasingly difficult.」
The statement continues to describe intensifying competition to attract customers and the challenging environment in the food-service industry. - FY2017-Q2WorsenedAnnual report
「In addition to consumers’ strong preference for economising, competition to attract customers not only from rival companies but also from other industries and formats is intensifying. Procurement prices continue to rise amid shortages across a broad range of food ingredients, while rising labour costs amid tight labour supply and demand and difficulties securing personnel have become major challenges, making the operating environment increasingly difficult.」
The statement identifies consumers’ preference for economising and intensifying competition to attract customers, and describes the operating environment in the food-service industry as increasingly difficult. - FY2017-Q1RestatedAnnual report
「The food-service industry continues to face a challenging operating environment, including competition to attract customers from other industries and formats, rising labour costs amid tight labour demand and difficulties securing personnel.」
Competition to attract customers from other industries and formats continues, reaffirming the challenging operating environment in the food-service industry. - FY2016First statedAnnual report
「Price-cutting competition among companies in the industry is becoming increasingly intense. Competition in the sushi industry is also intensifying due to the successive opening of stores by major chains and entry by companies from other industries.」
This indicates that a shrinking food-service market and intensifying competition, including from the prepared-food sector, could affect business performance.