Weak demand for delivered bento meals due to declining employee numbers at small offices and factories
First written in FY2020-Q1. 13 of 20 entries say "Restated". Latest entry: 2026-11-12.
No other company in this theme has enough history to compare yet.
- FY2026-H1MaterialisedAnnual report
「Although the number of meals sold at the Yonezawa store increased as a result of acquiring a business from a competitor, the number of meals sold declined year on year because higher raw material and delivery costs led to price increases at all stores.」
Although the number of meals sold at the Yonezawa store increased following the acquisition of the business, the total number of meals sold by all home-delivered bento operations fell below the previous year due to the impact of price revisions. The risk of weak demand is now evident in actual results. - FY2025-H1RestatedAnnual report
「For delivered bento meals to businesses, we continued efforts to create bento meals that satisfy customers by launching a service that sends delivery completion emails to customers who order online and revising the menu. However, the number of meals sold remained sluggish due to competition from prepared meals and the diversification of the needs of people eating the meals.」
While advancing delivery completion emails for web orders and revising the menu, the company continues to face sluggish meal sales due to competition from prepared meals and the diversification of the needs of people eating the meals. - FY2024-Q3RestatedAnnual report
「For delivered bento meals to businesses, the number of meals sold remained sluggish due to the diversification of the needs of people eating the meals, while we continued efforts to create products that satisfy customers by improving quality, taste and presentation.」
While sluggish meal sales due to the diversification of the needs of people eating the meals continued, the company continued to respond by improving quality, taste and presentation. - FY2024-Q2RestatedAnnual report
「The number of meals sold remained weak due to the diversification of the needs of people eating the meals.」
While continuing measures such as menu revisions, the company reconfirmed the sluggish sales of delivered bento meals due to the diversification of the needs of people eating the meals. - FY2024-Q1RestatedAnnual report
「For delivered bento meals to businesses, we worked to increase the number of meals sold by offering a wide variety of products in response to the diversification of customer needs, including the use of restaurants and prepared meals.」
As the needs of people eating the meals, including the use of restaurants and prepared meals, continue to diversify, the company continues to respond by expanding its product range to increase the number of meals sold. - FY2023RestatedAnnual report
「For delivered bento meals to businesses, we worked to improve quality and revise menus with attention to taste and presentation amid rising raw material prices, and continued efforts to create appealing bento meals. However, the number of meals sold declined due to competition from prepared meals and the diversification of the needs of people eating the meals.」
The company reconfirmed that sales of delivered bento meals are declining due to competition from prepared meals and the diversification of the needs of people eating the meals, despite continued menu revisions. - FY2023-Q3RestatedAnnual report
「For boxed lunches delivered to workplaces, we continued efforts to create attractive boxed lunches by improving quality and revising menus, including taste and presentation, amid rising raw-material prices. However, the number of meals sold declined because of competition with prepared meals and the diversification of diners' needs.」
The company reconfirmed that sales of delivered bento meals to businesses are declining due to competition from prepared meals and the diversification of the needs of people eating the meals, despite continued menu revisions. - FY2023-Q2RestatedAnnual report
「For boxed lunches delivered to workplaces, we reviewed the contents of the daily menus and worked to improve taste and quality, but the number of meals sold remained sluggish because of competition with prepared meals and the diversification of diners' needs.」
The company reconfirmed that sales of delivered bento meals to businesses remain sluggish due to competition from prepared meals and the diversification of the needs of people eating the meals, while menu improvements continue. - FY2023-Q1RestatedAnnual report
「Sales of delivered bento meals to businesses remained sluggish due to the diversification of the needs of people eating the meals.」
The company continues to describe sluggish sales of delivered bento meals to businesses due to the diversification of the needs of people eating the meals. - FY2022-Q3RestatedAnnual report
「In the bento meal business, although the state of emergency was lifted in October, changes in the lifestyles of people eating at offices, including the continued adoption of remote work, were observed, and the number of meals sold remained sluggish.」
The company continues to describe sluggish sales of delivered bento meals to businesses due to the continued adoption of remote work and changes in the lifestyles of people eating at offices, even after the state of emergency was lifted. - FY2022-Q2RestatedAnnual report
「In the bento meal business, amid repeated declarations and lifting of states of emergency, the establishment of remote work and other factors led to changes in the lifestyles and values of people eating at offices, and the number of meals sold remained relatively sluggish.」
Changes in the lifestyles of people eating at offices, including the continued adoption of remote work, have continued, and the company reconfirmed the sluggish sales of delivered bento meals. - FY2021-Q3RestatedAnnual report
「In the bento meal business, although sales activities during the COVID-19 pandemic showed signs of recovery, infections spread again and the number of meals sold declined due to an increase in working from home, school closures and other factors. In addition, while contracted production of prepared foods for food supermarkets at the Chiba factory increased significantly due to stronger demand for meals prepared at home, this did not fully offset the decline in delivered bento meals sold to businesses. As a result, segment revenue for the nine-month period of the current third quarter of the consolidated fiscal year was ¥5,836 million, down 1.2% year on year, and segment profit was ¥195 million, down 25.0% year on year.」
Weak demand for delivered bento meals due to increased working from home and school closures continued, and the significant increase in contracted prepared-food production for food supermarkets was insufficient to offset it, resulting in a 1.2% decline in revenue and a 25.0% decline in segment profit. - FY2021-Q2WorsenedAnnual report
「Operations at customer offices declined due to the introduction of telework, business and school closures, and other factors, causing the number of delivered bento meals sold to businesses to decline.」
The continued decline in operations at customer offices due to telework and business and school closures was reflected in a 2.9% decline in revenue and a 49.4% decline in profit in the bento meal business. - FY2021-Q1WorsenedAnnual report
「Amid the need to scale back new sales activities during the COVID-19 pandemic, operations at customer offices were constrained by the introduction of telework, business closures and other factors, causing the number of delivered bento meals sold to businesses to decline.」
In addition to weak demand from small offices and other establishments, restrictions on operations at customer offices due to telework and business closures became an additional factor behind the decline in delivered bento meal sales. - FY2020WorsenedAnnual report
「Although we expanded the menu to include more popular items, consumers' lunchtime needs have diversified, including an increase in takeaway sales at restaurants and other establishments, and the number of meals sold fell below the previous year.」
In addition to the continued decline in the number of people eating at small offices and factories, the diversification of lunchtime needs, including an increase in takeaway sales, became an additional factor behind meal sales falling below the previous year. - FY2020-Q3MaterialisedAnnual report
「At other stores, although we expanded the menu to include more popular bento meals and focused on rice bowls and noodles requested by customers, the number of meals sold fell below the previous year.」
Weak demand for delivered bento meals, particularly from small offices and factories, continued to result in meal sales falling below the previous year's level even after the menu was expanded. - FY2020-Q2MaterialisedAnnual report
「The number of people eating at the small offices and factories that constitute the core of demand declined, and the number of meals sold fell below the previous year.」
Weak demand, reflected in the decline in the number of people eating at small offices and factories, resulted in meal sales falling below the previous year's level. - FY2020-Q1First statedAnnual report
「The number of employees at the small offices and factories that constitute the core of demand continued to decline, and the number of meals sold remained sluggish.」
The continued decline in employee numbers at small offices and factories has, for the first time, been separately cited as a factor behind sluggish sales of delivered bento meals to businesses.