Ahc Group (7083) · FactExpansion of the prepared-food market identified as part of the competitive environment
Shift in Dining-Out Demand to Takeout and Delivery
First written in FY2021-Q1. . Latest entry: FY2022.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
Sharp Increase in Takeout and Delivery Use During the COVID-19 PandemicA theme 3 companies write about · 1 as a headwind · 1 as a tailwind
1 other company's latest entry also says "Other".
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
- FY2022Expansion of the prepared-food market identified as part of the competitive environmentAnnual report
「The food service business operated by the Group faces a challenging environment, including intensifying price competition, more selective consumer spending and expansion of the prepared-food market, in a mature market.」
In addition to the structural shift in demand toward takeout and delivery, the company describes expansion of the prepared-food market as part of the challenging competitive environment for the food service business. - FY2021-Q1First statedAnnual report
「In the food service industry, dining in restaurants has declined and the use of takeout and delivery has surged, partly due to requests from the government and local authorities to refrain from going out and to shorten operating hours to prevent the spread of COVID-19, as well as the spread of telework.」
The company describes a shift in the demand structure, with dining in declining while the use of takeout and delivery surges in the food service market.