Komori
O'will (3143) · RiskRestated

Saturation and Intensifying Competition in the Beverage Market

First written in FY2016. 26 of 33 entries say "Restated". Latest entry: 2026-08-10.

33entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020RestatedFY2022-Q1 – FY2023-Q2RestatedFY2025-H1 – 2026-08-102016: 320162017: 420172018: 420182019: 320192020: 320202021: 320212022: 320222023: 420232024: 320242025: 120252026: 22026
Same theme, other companies
Maturation of the Soft Drink Market and Intensifying Market Share and Price CompetitionA theme 9 companies write about · 10 as a headwind · 0 as a tailwind

O'will moved to the "Worse" side of this theme in 2023, 5 years after the typical company in this theme (2018).

The whole theme swung hardest in 2018: 4 of 7 companies on the "Worse" side.

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「In the food and beverage market, price increases by food and beverage manufacturers in response to soaring energy and raw material costs are gradually taking hold, but the business environment is expected to remain challenging.」

    The company continues to describe the challenging market environment against a backdrop of product price increases and soaring energy and raw material costs.
  2. FY2025-H1RestatedAnnual report

    「In the food and beverage market, price increases by manufacturers in response to soaring energy and raw material costs are gradually taking hold. Although shipment volumes remained at approximately the same level as in the corresponding period of the previous year, the business environment is expected to remain challenging.」

    The company states that the challenging environment in the beverage and food markets will continue against a backdrop of product price increases and soaring energy and raw material costs, even though shipment volumes are at approximately the same level as in the corresponding period of the previous year.
  3. FY2024WorsenedAnnual report

    「In the soft drinks market during the current consolidated fiscal year, foot traffic increased against a backdrop that included the reclassification of COVID-19 as a Class 5 infectious disease, but shipment volumes declined slightly year on year due to consumers refraining from purchasing following price increases.」

    Although foot traffic recovered, shipment volumes of soft drinks declined slightly year on year as consumers refrained from purchasing following price increases, demonstrating the market's challenging conditions in actual results.
  4. FY2024-Q3RestatedAnnual report

    「In the soft drinks market, foot traffic increased against a backdrop that included the reclassification of COVID-19 as a Class 5 infectious disease, but shipment volumes remained nearly flat year on year due to consumers refraining from purchasing following price increases. Beverage manufacturers have raised the prices of some products in response to rising raw material and logistics costs and are working to secure profits, but the market environment is expected to remain uncertain due to the weaker yen and soaring raw material prices.」

    Although foot traffic increased, shipment volumes remained nearly flat as consumers refrained from purchasing following price increases, and the company continues to describe an uncertain market environment, including the weaker yen and soaring raw material prices.
  5. FY2024-Q2RestatedAnnual report

    「In the soft drinks market, foot traffic recovered as restrictions on activities were eased, but shipment volumes remained nearly flat year on year due to consumers refraining from purchasing following price increases.」

    The company describes a recovery in foot traffic alongside consumers refraining from purchasing after price increases and sluggish shipment volume growth, and continues to characterize the beverage market as challenging.
  6. FY2024-Q1WorsenedAnnual report

    「In the soft-drink market, human mobility increased against the backdrop of the reclassification of COVID-19 as a Class 5 infectious disease and other factors. However, consumption slowed as beverage manufacturers raised product prices due to soaring energy and raw material costs, leading consumers to restrain purchases, while unfavorable weather also had an impact. The market environment is therefore expected to remain challenging.」

    The company states that, in addition to conventional market competition and rising costs, consumption slowed due to consumers refraining from purchasing after price increases and adverse weather, illustrating the challenging environment in the beverage market.
  7. FY2023RestatedAnnual report

    「The beverage industry, the Group's core market, is said to have become saturated in recent years, and competition, particularly among tea-based beverage companies, has intensified year after year.」

    The company continues to recognize the saturation of the beverage market and intensifying competition, particularly in tea-based beverages, and cites differentiation and stronger product development capabilities as countermeasures.
  8. FY2023-Q3WorsenedAnnual report

    「In the beverage market, consumer activity showed signs of recovery due to increased foot traffic resulting from measures to contain COVID-19 and extremely hot summer weather, but consumption slowed after October as consumers refrained from purchasing following price increases. In addition, cost inflation for raw materials, packaging materials, and other inputs has not subsided, and the business environment is expected to remain challenging.」

    The company describes a recovery in consumption due to the return of foot traffic and hot weather, alongside a slowdown in consumption as consumers refrained from purchasing after price increases and continued inflation in raw material and packaging costs.
  9. FY2023-Q2RestatedAnnual report

    「In the soft drinks market, shipment volumes increased year on year due to the recovery in foot traffic following progress in COVID-19 vaccinations, as well as the effects of extremely hot weather in summer. Beverage manufacturers have raised the prices of some products in response to rising raw material and logistics costs and are working to secure profits, but the market environment is expected to remain uncertain due to the weaker yen and soaring raw material prices.」

    The company states that although foot traffic has recovered and shipment volumes have increased, the beverage market remains uncertain due to the weaker yen and rising raw material and logistics costs.
  10. FY2023-Q1RestatedAnnual report

    「In the soft drinks market, foot traffic increased and the market showed signs of recovery against a backdrop that included progress in measures related to COVID-19 vaccinations, but shipment volumes have remained below pre-pandemic levels. Beverage manufacturers have raised the prices of some products in response to rising costs, including raw material and logistics costs, and are working to secure profits, but the market environment is expected to remain uncertain.」

    Although the market is recovering as foot traffic increases, shipment volumes have not returned to pre-pandemic levels, and rising raw material and logistics costs and uncertainty in the market environment continue.
  11. FY2022RestatedAnnual report

    「As lifestyles and eating occasions have diversified, some brands have found it difficult to maintain their existing product and channel strategies, requiring manufacturers to transform their business models. In addition, purchasing prices have continued to rise due to soaring raw material and logistics costs, necessitating the pass-through of these costs into selling prices, and the business environment remains challenging.」

    The company continues to describe the challenging environment, including market saturation and intensifying competition in the beverage market, changes in lifestyles and sales channels, and soaring raw material and logistics costs.
  12. FY2022-Q1RestatedAnnual report

    「In the beverage market, the business environment remains challenging because the spread of COVID-19 has changed consumers' lifestyles through restrictions on going out and working from home, while sales competition has intensified at convenience stores and mass retailers.」

    The challenging environment in the beverage market continues due to changes in consumer lifestyles resulting from restrictions on going out and working from home, and intensifying sales competition at convenience stores and mass retailers.
  13. FY2021WorsenedAnnual report

    「Requests to refrain from going out and work from home reduced sales at convenience stores and vending machines in office districts, causing significant changes in sales channels and product mix, including a decline in demand for beverages in small PET bottles.」

    In addition to conventional market saturation and intensifying competition, the company describes changes in sales channels and product mix due to restrictions on going out and working from home, as well as declining demand for small PET bottles.
  14. FY2021-Q3WorsenedAnnual report

    「In the beverage market, beverage manufacturers face a challenging business environment as demand for beverages in small PET bottles has declined due to restrictions on going out and working from home amid the COVID-19 pandemic, as well as the effects of adverse weather, including record-long rains in July and localized torrential downpours.」

    In addition to conventional market competition and rising costs, the company describes declining beverage demand due to restrictions on going out, working from home, and adverse weather, with the challenging market environment continuing.
  15. FY2021-Q1WorsenedAnnual report

    「In the beverage market, beverage manufacturers face a challenging business environment as demand for beverages has declined due to restrictions on going out and working from home resulting from the COVID-19 pandemic, while consumers' preference for saving money has continued.」

    The company states that, in addition to conventional market competition and rising costs, beverage demand has declined due to restrictions on going out, working from home, and consumers' preference for saving money.
  16. FY2020RestatedAnnual report

    「The beverage industry, the Group's core market, is said to have become saturated in recent years, and competition, particularly among tea-based beverage companies, has intensified year after year.」

    The company continues to recognize the saturation of the beverage market and intensifying competition, particularly in tea-based beverages.
  17. FY2020-Q3RestatedAnnual report

    「In the beverage market, beverage manufacturers are advancing the development of products with new added value and strengthening priority brands to meet diversifying consumer needs, but the business environment remains challenging due to intensifying competition among companies and rising production costs.」

    The company continues to recognize the challenging environment created by beverage manufacturers' advancing product development, intensifying competition among companies, and rising production costs.
  18. FY2020-Q2RestatedAnnual report

    「In the beverage market, beverage manufacturers are focusing on expanding their core brands and creating new demand to strengthen their business foundations, but a challenging business environment continues amid intensifying competition and rising production costs.」

    The company states that although beverage manufacturers are expanding their brands and creating new demand, the environment remains challenging due to competition among companies and rising production costs.
  19. FY2020-Q1RestatedAnnual report

    「In the beverage market, beverage manufacturers are focusing on expanding their core brands and creating new demand to strengthen their business foundations, but a challenging business environment continues amid intensifying competition and rising production costs.」

    The company continues to recognize the challenging environment created by intensifying competition among companies in the beverage market and rising production costs.
  20. FY2019-Q3RestatedAnnual report

    「In the beverage market, beverage manufacturers are advancing the development of products with new added value and strengthening priority brands to meet diversifying consumer needs, but the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.」

    The company states that although beverage manufacturers are advancing the development of products with added value, the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.
  21. FY2019-Q2RestatedAnnual report

    「In the beverage market, beverage manufacturers are advancing the development of products with new added value and strengthening priority brands to meet diversifying consumer needs, but the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.」

    The company states that although beverage manufacturers are advancing the development of products with added value, the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.
  22. FY2019-Q1RestatedAnnual report

    「In the beverage market, beverage manufacturers are advancing the development of products with new added value and strengthening priority brands to meet diversifying consumer needs, but the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.」

    The company states that although the development of products with added value is advancing in the beverage market, the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.
  23. FY2018RestatedAnnual report

    「The beverage industry is said to have become saturated in recent years, and competition, particularly among tea-based beverage companies, has intensified year after year.」

    The company continues to recognize the saturation of the beverage market and intensifying competition, and cites differentiation and stronger product development capabilities as countermeasures.
  24. FY2018-Q3RestatedAnnual report

    「In the beverage market, beverage manufacturers are promoting the strengthening of priority brands and the development of products with new added value in order to meet increasingly diverse consumer needs. However, challenging operating conditions continue due to the effects of weather and fierce sales competition among manufacturers.」

    The company states that although beverage manufacturers are advancing the development of products with added value, the environment remains challenging due to weather conditions and intense sales competition among companies.
  25. FY2018-Q2RestatedAnnual report

    「In the beverage market, beverage manufacturers are advancing the development of products with new added value and strengthening priority brands to meet diversifying consumer needs, but the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.」

    The company states that although companies are responding to diversifying consumer needs and developing products with added value, the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.
  26. FY2018-Q1RestatedAnnual report

    「Beverage manufacturers are advancing the development of products with new added value and strengthening priority brands to meet diversifying consumer needs, but the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.」

    The company states that although product development is advancing in the beverage market, the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.
  27. FY2017RestatedAnnual report

    「The beverage industry is said to have become saturated in recent years, and competition, particularly among tea-based beverage companies, has intensified year after year.」

    The company continues to recognize the saturation of the beverage market and intensifying competition, and cites differentiation and stronger product development capabilities as countermeasures.
  28. FY2017-Q3RestatedAnnual report

    「However, the market has reached a point at which it is difficult to maintain both sustainable sales volumes and profitability due to retailers' strong bargaining position and soaring raw material prices, and the business environment remains challenging.」

    Although shipment volumes in the beverage market increased, the company continues to describe the difficulty of maintaining both sales volumes and profitability due to retailers' strong bargaining position and soaring raw material prices.
  29. FY2017-Q2RestatedAnnual report

    「In the beverage market, shipments of tea-based beverages, mineral water, and other products have increased year on year due to greater consumer health awareness and extremely hot weather. However, given retailers' strong bargaining position and soaring raw material prices, the market has reached a point at which it is difficult to maintain both sustainable sales volumes and profitability, and the business environment remains challenging.」

    The company continues to describe the beverage market's challenging environment, including retailers' strong bargaining position, soaring raw material prices, and the difficulty of maintaining both sales volumes and profitability.
  30. FY2017-Q1RestatedAnnual report

    「In the beverage market, companies are focusing on selecting and concentrating on products and optimizing their product mix to secure profits, and are strengthening product offerings that emphasize added value. However, the business environment remains challenging due to retailers' strong bargaining position and soaring raw material prices.」

    The company continues to describe the challenging business environment created by competition in the beverage market, retailers' strong bargaining position, and soaring raw material prices.
  31. FY2016First statedAnnual report

    「The beverage industry is said to have become saturated in recent years, and competition, particularly among tea-based beverage companies, has intensified year after year.」

    Differentiation and stronger product development capabilities are described as countermeasures.
Moved together

"Domestic and Overseas Economic Fluctuations and Sluggish Consumer Spending" moved the same way as this thread, in the same document, in 4 of its 33 moves.

443222★123456
  1. ★This thread
  2. 1Domestic and Overseas Economic Fluctuations and Sluggish Consumer Spending4×
  3. 2Impact of Weather and Abnormal Weather on Demand and Procurement4×
  4. 3Impact of COVID-19 on Business Activities and Supply Chains3×
  5. 4Risk of Foreign Exchange Rate Fluctuations2×
  6. 5Counterparty Credit Risk2×
  7. 6Slow-Moving Inventory and Inventory Valuation Risk2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for O'will yet. It last moved in the Earnings of 2026-08-10: "Restated".
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Saturation and Intensifying Competition in the Beverage Market | O'will Corporation (3143) | Komori