Intensifying competition in food e-commerce and online supermarkets
First written in FY2016. 5 of 11 entries say "Restated". Latest entry: 2026-05-14.
Oisix moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2021: 8 of 17 companies on the "Worse" side.
0 other companies' latest entry also says "Materialised".
- 2026-05-14MaterialisedFinancial results presentation
「価格適正化にて一部解約が発生も、学校給食・高齢者施設での新規獲得は着実に進展。」
B2B給食事業における価格適正化に伴う契約解約が実際に発生したと記載している。一方で、学校給食・高齢者施設の新規獲得は進展している。 - FY2025ReframedAnnual report
「Competition among major companies in the institutional catering industry has intensified in recent years, and contract prices may decline as a result of price competition.」
In addition to the former competition in food e-commerce and online supermarkets, the company explicitly identifies competition among major companies in the institutional catering industry and the risk of lower contract prices in the BtoB Subscription Business following the consolidation of SHIDAX. - FY2021ReframedAnnual report
「Accordingly, the company views its relationship with other business formats not as one of competition, but as a relationship in which the parties jointly expand the food home-delivery market.」
While recognizing online supermarkets, consumer cooperatives and similar businesses as adjacent formats, the company has added the view that they are partners in expanding the market, rather than merely traditional competitors. - FY2019-Q3RestatedAnnual report
「In recent years, as smartphone adoption has advanced further and sales channels have diversified through the use of social media and other tools, price and service competition in the EC industry has intensified. The business environment remains difficult, with logistics costs rising against a backdrop of labor shortages among delivery personnel and others, and major distributors entering the food home-delivery services business.」
The company continues to describe a challenging competitive environment that includes intensifying price and service competition, rising logistics costs and major distributors entering food home delivery. - FY2019-Q2RestatedAnnual report
「In recent years, as smartphone adoption has advanced further and sales channels have diversified through the use of social media and other tools, price and service competition in the EC industry has intensified. The business environment remains difficult, with logistics costs rising against a backdrop of labor shortages among delivery personnel and others, and major distributors entering the food home-delivery services business.」
The company continues to describe intensifying price and service competition, rising logistics costs and major distributors entering food home delivery as a challenging competitive environment. - FY2018WorsenedAnnual report
「In recent years, as smartphone adoption has advanced further and sales channels have diversified through the use of social media and other tools, price and service competition in the EC industry has intensified. The business environment remains difficult, with logistics costs rising against a backdrop of labor shortages among delivery personnel and others, and major distributors entering the food home-delivery services business.」
In addition to intensifying competition, the company cites rising logistics costs and major distributors entering food home delivery as factors illustrating the challenging competitive environment. - FY2018-Q3WorsenedAnnual report
「Meanwhile, in the fresh-food home-delivery sector, new entrants from Japan and overseas, including general merchandise supermarkets (GMSs) and mail-order companies, are entering the market one after another, against a backdrop of the widespread use of ingredient and food delivery services driven by rapidly growing demand for time-saving services such as meal kits. Competition is expected to intensify further.」
In addition to competition from major EC and distribution companies, successive new entrants from Japan and overseas, including GMSs and mail-order companies, are expected to further intensify competition in the fresh-food home-delivery sector. The intensification is stated as a forecast, not as an event that has already occurred. - FY2017-Q3RestatedAnnual report
「Developments in the EC industry include major EC operators and major distribution companies continuing to strengthen their online supermarket businesses and promote omnichannel strategies, indicating changes in the competitive environment.」
The company continues to identify the strengthening of online supermarkets and promotion of omnichannel strategies by major EC and distribution companies as changes in the competitive environment. - FY2017-Q2RestatedAnnual report
「Developments in the EC industry include major EC operators and major distribution companies continuing to strengthen their online supermarket businesses and promote omnichannel strategies, indicating changes in the competitive environment.」
The company identifies the strengthening of online supermarkets and promotion of omnichannel strategies by major EC and distribution companies as changes in the competitive environment. - FY2017-Q1RestatedAnnual report
「Developments in the EC industry include major EC operators and major distribution companies continuing to strengthen their online supermarket businesses, while some operators have decided to withdraw from the online supermarket business, indicating changes in the competitive environment.」
The company describes changes in the competitive environment, including major operators strengthening their online supermarkets and some operators withdrawing from the business. - FY2016First statedAnnual report
「As the EC market continues to expand, competition in the food segment of the EC market may intensify as these operators place greater emphasis on food sales.」
The company identifies major EC operators, established major distributors, online supermarkets and subscription delivery providers of organic vegetables and other products as competitors.