Changes in Dietary Habits Driven by the Rise of Delivery Services and Growing Environmental Awareness
First written in FY2020-Q3. 6 of 14 entries say "Materialised", first in FY2025. Latest entry: 2026-08-13.
Chikaranomoto Holdings moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 33 of 49 companies on the "Worse" side.
2 other companies' latest entry also says "Materialised".
- 2026-08-13MaterialisedEarnings
「インフレ等により消費行動は悪化傾向にあることや、各地の異常気象の影響により営業利益率は悪化いたしました。」
海外ではインフレや異常気象に伴う消費行動の悪化が営業利益率に影響した。 - FY2026MaterialisedAnnual report
「Economic conditions are unstable worldwide, and consumer sentiment toward dining out has weakened. In addition, customer visits have declined year on year at several major locations because of deteriorating public safety resulting from record abnormal weather, demonstrations and other factors.」
Customer visits at major overseas locations declined year on year against a backdrop of weaker consumer sentiment, abnormal weather and deteriorating public safety resulting from demonstrations and other factors. - FY2026-H1MaterialisedAnnual report
「Economic conditions are unstable worldwide, and consumer sentiment toward dining out has weakened. In addition, customer visits have declined year on year at several major locations because of deteriorating public safety resulting from record-high temperatures, demonstrations and other factors.」
Customer visits at major overseas locations declined year on year against a backdrop of unstable economic conditions, weaker consumer sentiment, record-high temperatures and deteriorating public safety resulting from demonstrations and other factors. - FY2025MaterialisedAnnual report
「Economic conditions are unstable, and changes in foot traffic have occurred compared with before COVID-19 because of declining consumer sentiment toward dining out and the establishment of remote work to a certain extent. Customer visits have been trending lower at several locations.」
Against a backdrop of established remote work and weaker consumer sentiment, customer visits at multiple overseas locations trended lower year on year. - FY2025-H1WorsenedAnnual report
「Customer visits have been trending lower year on year because the post-lifting consumption surge following the removal of COVID-19 restrictions has run its course, the population in office districts has declined as remote work has become established to a certain extent, the economy has weakened because of inflation, and concerns about the economic outlook have increased because of presidential elections and other factors in countries where we operate existing stores.」
It states that customer visits at overseas stores have been trending lower year on year against a backdrop of declining office-district populations as remote work has become established, inflation and other factors. - FY2024RestatedAnnual report
「Our Group continues to offer takeout and delivery both in Japan and overseas, while expanding its cloud kitchens overseas. In addition to strengthening our existing prepared-meals and e-commerce businesses, we are working to strengthen revenue generated outside customer visits by supplying and developing products for the ramen automated-cooking-machine business, Yo-Kai Express.」
It continues to strengthen revenue generated outside customer visits through takeout and delivery, overseas cloud kitchens, prepared meals and e-commerce, and supply and development for Yo-Kai Express. - FY2023AdvancedAnnual report
「Our Group continues to offer takeout and delivery both in Japan and overseas, while expanding its cloud kitchens overseas. In addition to strengthening our existing prepared-meals and e-commerce businesses, we are working to strengthen revenue generated outside customer visits by supplying and developing products for the ramen automated-cooking-machine business, Yo-Kai Express.」
The Group continued non-face-to-face service offerings and expanded its initiatives to include overseas cloud kitchens, prepared meals and e-commerce, as well as supply and development for Yo-Kai Express. - FY2022-Q2WorsenedAnnual report
「Meanwhile, demand is rising for takeout and delivery that do not involve dining on the premises, as well as contactless ordering and payment services, requiring the foodservice industry to respond.」
In addition to takeout and delivery, it explicitly notes increased demand for contactless ordering and payment services, indicating that changes in consumer behaviour surrounding foodservice formats are becoming more widespread. - FY2022-Q1WorsenedAnnual report
「Demand is rising for takeout and delivery that do not involve dining on the premises, as well as contactless ordering and payment services, requiring the foodservice industry to respond.」
It explicitly identifies increased demand for non-face-to-face food provision, ordering and payment as an environmental change affecting the foodservice industry. - FY2021-Q1WorsenedAnnual report
「At the same time, food delivery methods that do not involve face-to-face services, such as delivery services and the prepared-meals industry, are attracting attention, and the situation is extremely uncertain, including with regard to the impact they will have on consumer behaviour going forward.」
It links changes in demand for delivery and prepared meals to restrictions on going out and business operations due to infectious disease, and describes the impact on consumer behaviour as extremely uncertain. - FY2020WorsenedAnnual report
「As the spread of COVID-19 led to remote work and distributed work arrangements being encouraged, signs of corresponding changes in consumers’ eating habits have emerged. In addition to takeout and delivery, demand for prepared meals and preserved foods has risen sharply, and this trend is expected to continue for the time being.」
It explicitly identifies changes in eating habits driven by delivery services and environmental awareness, as well as remote work caused by infectious disease and rising demand for prepared meals and preserved foods. - FY2020-Q3First statedAnnual report
「Dietary habits are changing more rapidly due to the rise of delivery services and environmental concerns. Although the environment surrounding the food-service industry is entering a period of change and includes uncertainties, the food-service market continues to grow, supported by the expansion of the middle class and rising disposable income.」
It mentions for the first time changes in eating habits associated with the rise of delivery services and environmental awareness as risk factors for the foodservice environment, while also noting market growth driven by increases in the middle class and disposable income.