Komori
Buffalo (6676) · RiskDropped

Contraction of the Household and Commercial Noodle Market

First written in FY2020-Q3. 7 of 15 entries say "Reframed", first in FY2021-Q1. Latest entry: FY2026.

15entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseReframedFY2022-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY20262020: 420202021: 320212022: 320222023: 320232024: 120242025: 020252026: 12026
Same theme, other companies
Contraction of the Household and Commercial Noodle MarketA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026DroppedAnnual report

    「No company engaged in the food business remains within our group.」

    The risk of contraction in the household and foodservice noodle markets is not described in this filing because the food business was excluded from consolidation.
  2. FY2024-Q3RestatedAnnual report

    「In the fresh noodle industry's chilled and frozen noodle market, household volumes fell below the previous year due to the impact of price revisions and other factors, while value exceeded the previous year. Meanwhile, in the foodservice market, both volume and value exceeded the previous year as the foodservice market recovered.」

    The company continues to describe the divergent market conditions, with household volumes down and value up, while both foodservice volumes and value increased.
  3. FY2024-Q2RestatedAnnual report

    「In the fresh noodle industry's chilled and frozen noodle market, household volumes fell below the previous year due to the impact of price revisions and other factors, while value exceeded the previous year. Meanwhile, in the foodservice market, both volume and value exceeded the previous year as the foodservice market recovered.」

    The company continues to describe the divergent market conditions, with household volumes down and value up, while both foodservice volumes and value increased.
  4. FY2024-Q1RestatedAnnual report

    「In the fresh noodle industry's chilled and frozen noodle market, household volumes fell below the previous year due to the impact of price revisions and other factors, while value exceeded the previous year. Meanwhile, in the foodservice market, both volume and value exceeded the previous year as the foodservice market recovered.」

    Household volumes declined while value increased, whereas foodservice volumes and value both increased, with divergent trends by market continuing. The foodservice market continues to recover.
  5. FY2023-Q3ReframedAnnual report

    「In the fresh noodle industry, household chilled and frozen noodles fell below the previous year in volume terms but exceeded it in value terms due to the backlash from stay-at-home consumption and the impact of price revisions. Meanwhile, foodservice frozen noodles exceeded the previous year on the recovery of the foodservice market following the easing of restrictions on activities.」

    The household chilled and frozen noodle market fell below the previous year on a volume basis, while exceeding it on a value basis due to price revisions and other factors. The foodservice frozen noodle market exceeded the previous year as the foodservice market recovered, and conditions continue to diverge further by market.
  6. FY2023-Q2ReframedAnnual report

    「In the fresh noodle industry, the household chilled and frozen noodle markets fell below the previous year due to the reaction to stay-at-home consumption and the impact of product price revisions by manufacturers. Meanwhile, the foodservice frozen noodle market exceeded the previous year, supported by the recovery in the dining-out market following the easing of restrictions on activities.」

    Household chilled and frozen noodles fell below the previous year due to the backlash from stay-at-home consumption and price revisions, while foodservice frozen noodles exceeded the previous year as the foodservice market recovered, with divergent trends by market continuing.
  7. FY2023-Q1ReframedAnnual report

    「In the fresh noodle industry, the household chilled and frozen noodle markets fell below the previous year due to unfavorable weather and the reaction to the previous year's stay-at-home consumption. Meanwhile, the foodservice frozen noodle market exceeded the previous year, supported by the recovery in the dining-out market following the easing of restrictions on activities.」

    The household market fell below the previous year due to unfavorable weather and the reaction to stay-at-home consumption, while the foodservice frozen noodle market exceeded the previous year due to the easing of restrictions on activities and the recovery in the dining-out market, changing the relative performance across markets.
  8. FY2022-Q3ReframedAnnual report

    「In the fresh noodle industry, the household chilled noodle market contracted due to the reaction to the previous year's special demand and unfavorable weather, while the household frozen noodle market continued to expand due to favorable consumer evaluations of product quality and growing demand for products to keep in stock. Meanwhile, the foodservice frozen noodle market was on a recovery trend due to the reaction to the sharp decline in the previous year and the easing of restrictions on activities.」

    The household chilled noodle market contracted due to the reaction to the previous year's special demand and other factors, while the household frozen noodle market expanded and the foodservice frozen noodle market moved toward recovery following the easing of restrictions on activities and other factors, showing changes in conditions by market.
  9. FY2022-Q2ReframedAnnual report

    「The household chilled noodle market contracted year on year, partly due to the reaction to the sharp increase in demand during the state of emergency declared in the previous year and unfavorable weather, but remained elevated. The household frozen noodle market continued to expand due to favorable consumer evaluations of product quality and growing demand for products to keep in stock. Meanwhile, although the foodservice frozen noodle market expanded year on year, it remained in a difficult situation well below pre-COVID levels due to continued requests for restaurants to reduce operating hours, consumers refraining from dining out and the entrenchment of telework.」

    The household chilled noodle market contracted due to the reaction to the previous year's increase and other factors, the household frozen noodle market expanded, and the foodservice frozen noodle market grew year on year but remained well below pre-COVID levels, indicating changing conditions by market.
  10. FY2022-Q1ReframedAnnual report

    「In the fresh noodle industry, the household chilled and frozen noodle markets contracted, partly due to the reaction to the sharp increase in demand during the state of emergency declared in the previous year. Meanwhile, although the foodservice frozen noodle market expanded year on year, it remained in a difficult situation well below pre-COVID levels due to continued requests for restaurants to reduce operating hours, consumers refraining from dining out and the entrenchment of telework.」

    Market conditions differed by segment: the household market turned to contraction following the sharp increase in the previous year, while the foodservice market grew year on year but remained well below pre-COVID levels.
  11. FY2021-Q3RestatedAnnual report

    「However, the foodservice frozen noodle market contracted due to consumers refraining from dining out and the entrenchment of telework.」

    The company continues to describe a market structure in which expansion of the household market coexists with contraction of the foodservice frozen noodle market. It identifies consumers refraining from dining out and the entrenchment of telework as factors behind the contraction of the foodservice market.
  12. FY2021-Q2RestatedAnnual report

    「However, the foodservice frozen noodle market contracted due to restaurant closures and reduced operating hours following the declaration of a state of emergency, as well as the impact of people refraining from going out and returning to their hometowns.」

    The company continues to describe a market structure in which expansion of the household market coexists with contraction of the foodservice frozen noodle market. It identifies the declaration of a state of emergency, restaurant closures and reduced operating hours, and people refraining from going out and returning to their hometowns as specific factors behind the contraction of the foodservice market.
  13. FY2021-Q1ReframedAnnual report

    「In the fresh noodle industry, the household chilled and frozen noodle markets expanded due to telework, school closures and other factors, while the foodservice frozen noodle market contracted sharply due to people refraining from going out and requests for restaurants to close.」

    The household chilled and frozen noodle markets expanded, while the foodservice frozen noodle market contracted sharply, changing the previous pattern of market contraction into separate trends for the household and foodservice markets.
  14. FY2020SoftenedAnnual report

    「In the fresh noodle industry, the household chilled noodle market grew slightly despite the impact of unfavorable weather and the continuing externalization of food consumption, supported by the effects of product price revisions and increased opportunities for eating at home to prevent the spread of COVID-19. The foodservice frozen noodle market remained at around the previous year's level despite demand for simpler operations amid labor shortages, as the consumption tax increase and shorter restaurant operating hours resulting from work-style reforms weighed on the market.」

    The description of the market environment weakened from the contraction of the household chilled noodle and foodservice frozen noodle markets reported in the previous quarter to slight growth for the household market and roughly the previous year's level for the foodservice market.
  15. FY2020-Q3First statedAnnual report

    「In the fresh noodle industry, the household chilled noodle market contracted due to factors including the externalization of food consumption and the impact of unfavorable weather, although it is subject to the reduced tax rate. The foodservice frozen noodle market contracted amid demand for simpler operations against a backdrop of labor shortages, owing to the impact of the consumption tax increase and shorter restaurant operating hours resulting from work-style reforms.」

    The company reports that the household chilled noodle market and the foodservice frozen noodle market actually contracted against a backdrop of the externalization of food consumption, unfavorable weather, the consumption tax increase and shorter restaurant operating hours resulting from work-style reforms.
Moved together

"Contraction and stagnation in the digital consumer electronics market and economic uncertainty" moved the same way as this thread, in the same document, in 6 of its 15 moves.

642222★123456
  1. ★This thread
  2. 1Contraction and stagnation in the digital consumer electronics market and economic uncertainty6×
  3. 2Lower Selling Prices and Profitability Pressure from Intensifying Price Competition4×
  4. 3Expanding and Maintaining Market Share in the Domestic Consumer Market2×
  5. 4Impact of Unfavorable Weather and Natural Disasters on the Food Business2×
  6. 5Instability in the Supply of Externally Sourced Components2×
  7. 6Steady performance in the financial services business2×

★ 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 Buffalo yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Contraction of the Household and Commercial Noodle Market | BUFFALO INC. (6676) | Komori