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TORIDOLL Holdings (3397) · RiskRestated

Contraction of the Foodservice Market and Intensifying Competition

First written in FY2016. 15 of 18 entries say "Restated". Latest entry: FY2026.

18entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q3 – FY2020-Q2RestatedFY2021-Q2 – FY20262016: 320162017: 220172018: 120182019: 320192020: 220202021: 420212022: 120222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies

The whole theme swung hardest in 2020: 38 of 56 companies on the "Worse" side.

36 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 74 companies compared. The sentences above are computed from all 74.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「If the market changes significantly more than anticipated, or if our Group is unable to demonstrate its competitive advantages amid intensifying competition, this may affect the performance of our Group.」

    Changes in the food service market, expanding demand for takeout, delivery and prepared meals, and intensifying competition continue to be identified as major risks.
  2. FY2024RestatedAnnual report

    「If the market changes significantly more than anticipated, or if our Group is unable to demonstrate its competitive advantages amid intensifying competition, this may affect the performance of our Group.」

    The company continues to identify changes in the food service market and intensifying competition as major risks, and also refers to changes in dining patterns, including demand for takeout, delivery and prepared meals.
  3. FY2022-Q3RestatedAnnual report

    「In the food service industry, consumer sentiment has weakened due to the spread of COVID-19, in addition to intensifying competition across industries and business formats, and the operating environment remains challenging.」

    The company describes intensifying competition across industries and business formats and declining consumer sentiment due to COVID-19 as part of the continuing challenging environment for the food service industry.
  4. FY2022-Q2RestatedAnnual report

    「In the food service industry, consumer sentiment has weakened due to the spread of COVID-19, in addition to intensifying competition across industries and business formats, and the operating environment remains challenging.」

    The company describes intensifying competition across industries and business formats and declining consumer sentiment due to COVID-19 as part of the continuing challenging environment for the food service industry.
  5. FY2022-Q1RestatedAnnual report

    「In the food service industry, consumer sentiment has weakened due to the spread of COVID-19, in addition to intensifying competition across industries and business formats, and the operating environment remains challenging.」

    In addition to intensifying competition across industries and business formats, the company cites declining consumer sentiment due to COVID-19 as part of the continuing challenging environment for the food service industry.
  6. FY2021RestatedAnnual report

    「However, if revenue from existing stores declines more than anticipated due to a contraction in the food service market, intensifying competition or other factors, or if cost-cutting measures fail to produce results, this may affect the performance of our Group.」

    The contraction of the food service market, intensifying competition, declining sales at existing stores and the failure of cost-cutting measures continue to be identified as major risks.
  7. FY2021-Q3RestatedAnnual report

    「In the food service industry, the operating environment remains challenging as consumer sentiment has deteriorated due to COVID-19 infections, in addition to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    Labor shortages, rising labor and raw material costs, intensifying competition and deteriorating consumer sentiment due to COVID-19 continue to be identified as factors contributing to the challenging operating environment.
  8. FY2021-Q2RestatedAnnual report

    「In the food service industry, the operating environment remains challenging as consumer sentiment has deteriorated due to COVID-19 infections, in addition to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    Labor shortages, rising labor and raw material costs, intensifying competition and deteriorating consumer sentiment due to COVID-19 continue to be identified as factors contributing to the challenging operating environment.
  9. FY2021-Q1WorsenedAnnual report

    「In the food service industry, the operating environment remains challenging as consumer sentiment has deteriorated due to COVID-19 infections, in addition to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    In addition to the previously cited increases in labor and raw material costs and intensifying competition, the company specifically identifies deteriorating consumer sentiment due to COVID-19 infections as a factor contributing to the challenging operating environment.
  10. FY2020-Q2RestatedAnnual report

    「In the food service industry, the operating environment remains challenging due to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    The company continues to describe the challenging operating environment caused by labor shortages, rising labor and raw material costs, and intensifying competition across industries and business formats.
  11. FY2020-Q1RestatedAnnual report

    「In the food service industry, the operating environment remains challenging due to rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    The company identifies intensifying competition across industries and business formats in the food service market as an ongoing risk factor and reconfirms that rising labor and raw material costs are also factors contributing to the challenging operating environment.
  12. FY2019-Q3RestatedAnnual report

    「In the food service industry, the operating environment remains challenging due to natural disasters such as earthquakes and typhoons during the three-month period ended 31 December, which affected customer traffic, as well as rising labor costs and raw material costs against a backdrop of labor shortages, intensifying competition across industries and business formats, and other factors.」

    The company continues to identify the risk of intensifying competition in the food service market and specifically cites natural disasters, labor shortages, and rising labor and raw material costs as factors contributing to the challenging operating environment.
  13. FY2018RestatedAnnual report

    「However, if revenue from existing stores declines more than anticipated due to a contraction in the food service market, intensifying competition or other factors, or if cost-cutting measures fail to produce results, this may affect the performance of our Group.」

    The contraction of the food service market due to the declining birthrate and an aging population, intensifying competition, declining sales at existing stores and the failure of cost-cutting measures continue to be identified as risks.
  14. FY2017RestatedAnnual report

    「However, if revenue from existing stores declines more than anticipated due to a contraction in the food service market, intensifying competition or other factors, or if cost-cutting measures fail to produce results, this may affect the performance of our Group.」

    The contraction of the food service market, intensifying competition, declining sales at existing stores and the failure of cost-cutting measures continue to be identified as major risks.
  15. FY2017-Q3RestatedAnnual report

    「In the food service industry, total industry sales in August fell below the previous year due to adverse weather, including the Rio de Janeiro Olympics and typhoons, but annual sales exceeded the previous year for the second consecutive year.」

    The disclosure shows that August food service market sales fell below the previous year due to adverse weather, while annual sales exceeded the previous year for the second consecutive year.
  16. FY2017-Q2MaterialisedAnnual report

    「In the food service industry, high-value-added products continued to be well received, and menu revisions led to price increases, among other factors, causing average spending per customer overall to rise. Meanwhile, in August, the Rio de Janeiro Olympics and a succession of typhoons dampened customer traffic, and total sales across the food service market fell below the previous year for the first time in 9 months since November of the previous year.」

    The disclosure records the concrete occurrence of a risk involving market contraction and declining customer traffic, with total food service market sales falling below the previous year.
  17. FY2017-Q1RestatedAnnual report

    「In the food service industry, high-value-added products continued to be well received, and menu revisions led to price increases, among other factors, causing average spending per customer overall to rise. At the same time, intense competition across industry boundaries continues.」

    The company has reconfirmed that intense competition across industry boundaries continues.
  18. FY2016First statedAnnual report

    「However, if revenue from existing stores declines more than anticipated due to a contraction in the food service market, intensifying competition or other factors, or if cost-cutting measures fail to produce results, this may affect the performance of our Group.」

    Market contraction, intensifying competition, declining sales at existing stores and the failure of cost-cutting measures are identified as external and internal risks.
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"Occurrence of Unprofitable Stores and Impairment Losses" moved the same way as this thread, in the same document, in 2 of its 18 moves.

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TORIDOLL Holdings's next results are scheduled for 2026-11-13. Read the earnings preview
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