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Ride On Express Holdings (6082) · RiskRestated

Increasing market entry and price competition in the home delivery market

First written in FY2016. 13 of 16 entries say "Restated". Latest entry: 2026-08-14.

16entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019RestatedFY2022-Q1 – FY2023RestatedFY2025 – 2026-08-142016: 120162017: 120172018: 020182019: 120192020: 120202021: 220212022: 220222023: 220232024: 120242025: 120252026: 42026
Same theme, other companies
Cross-industry entry into the home-delivery market and intensifying price competitionA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

1 other company's 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. 2026-08-14RestatedEarnings

    「While demand for food delivery, takeout and other prepared-food services remains firm, the business continues to face challenges including higher costs and intensifying competition.」

    Higher costs and intensifying competition continue to be identified as business challenges.
  2. FY2026RestatedAnnual report

    「If competition intensifies due to more large companies entering the market than anticipated and price competition with other industries, including food retailers, this could affect the Group’s performance.」

    The company continues to identify entry by large companies and price competition with other industries as performance risks.
  3. FY2025RestatedAnnual report

    「If competition intensifies due to more large companies entering the market than anticipated and price competition with other industries, including food retailers, this could affect the Group’s performance.」

    The company continues to identify entry by large companies and price competition with food retailers and other industries as risks that could affect performance.
  4. FY2024MaterialisedAnnual report

    「The company concluded that continued provision of the Findine service would be difficult due to changes in the competitive and hiring environment, and terminated the service on 26 May 2024.」

    While the company had disclosed intensifying competition among home-delivery services as a risk, ongoing service provision by Findine became difficult due to competition and other factors, ultimately leading to the service’s termination.
  5. FY2023RestatedAnnual report

    「If competition intensifies due to more large companies entering the market than anticipated and price competition with other industries, including food retailers, this could affect the Group’s performance.」

    The company continues to identify entry by large companies and price competition with food retailers and other industries as risks that could affect performance.
  6. FY2023-Q3RestatedAnnual report

    「In response to these changes in the environment, more food-service companies have entered the food-delivery market using home-delivery services operated on their behalf, causing the market to expand rapidly while competition has intensified year after year.」

    The company continues to identify increased entry by food-service companies, expansion of the food-delivery market and intensifying competition as risks in the market environment.
  7. FY2023-Q1RestatedAnnual report

    「In response to these changes in the environment, more food-service companies have entered the food-delivery market using home-delivery services operated on their behalf, causing the market to expand rapidly while competition has intensified year after year.」

    The company continues to describe increased entry by food-service companies using home-delivery services, market expansion and intensifying competition as risks in the market environment.
  8. FY2022RestatedAnnual report

    「As demand for food delivery has increased in recent years, home-delivery services operated on behalf of restaurants have developed rapidly, and competition has intensified year after year.」

    The company continues to describe the development of home-delivery services and intensifying competition as risks in the market environment.
  9. FY2022-Q2RestatedAnnual report

    「In addition, as demand for food delivery has increased in recent years, home-delivery services operated on behalf of restaurants have developed rapidly, expanding the market while competition has intensified year after year.」

    The company continues to describe the rapid development of home-delivery services, market expansion and the year-by-year intensification of competition as part of the competitive environment.
  10. FY2022-Q1RestatedAnnual report

    「In addition, as demand for food delivery has increased in recent years, home-delivery services operated on behalf of restaurants have developed rapidly, expanding the market while competition has intensified year after year.」

    The company continues to describe the rapid development of home-delivery services and the year-by-year intensification of competition as part of the competitive environment.
  11. FY2020WorsenedAnnual report

    「As demand for food delivery has increased in recent years, home-delivery services operated on behalf of restaurants have developed rapidly, and competition has intensified year after year.」

    In addition to the entry of large companies and price competition with other industries, the company explicitly describes the rapid development of home-delivery services and the year-by-year intensification of competition, providing more detail on the competitive environment.
  12. FY2019RestatedAnnual report

    「If competition intensifies due to more large companies entering the market than anticipated and price competition with other industries, including food retailers, this could affect the Group’s performance.」

    The company continues to identify entry by large companies and price competition with food retailers and other industries as risks that could affect performance.
  13. FY2017RestatedAnnual report

    「If competition intensifies due to more large companies entering the market than anticipated and price competition with other industries, including food retailers, this could affect the Group’s performance.」

    The company continues to identify increased entry into the home-delivery market and price competition with other industries as performance risks.
  14. FY2016First statedAnnual report

    「If competition intensifies due to more large companies entering the market than anticipated and price competition with other industries, including food retailers, this could affect the Group’s performance.」

    The company discloses intensifying competition, including entry into home delivery by the food-service and supermarket industries, as a performance risk.
Moved together

"Seasonal concentration of business performance toward the year-end and New Year holidays" moved the same way as this thread, in the same document, in 2 of its 16 moves.

222★123
  1. ★This thread
  2. 1Seasonal concentration of business performance toward the year-end and New Year holidays2×
  3. 2Expanding the Store Network Through a Multi-Brand Strategy2×
  4. 3Impairment Losses from Unprofitable Stores and Other Sites2×

★ 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 Ride On Express Holdings yet. It last moved in the Earnings of 2026-08-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Increasing market entry and price competition in the home delivery market | RIDE ON EXPRESS HOLDINGS Co.,Ltd. (6082) | Komori