Decline in demand for home-delivered meals following the transition to Class 5 infectious disease status
First written in FY2024-Q1. 4 of 9 entries say "Mitigated", first in FY2025-H1. Latest entry: 2026-08-10.
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- 2026-08-10WorsenedEarnings
「The performance of Gin no Sara (3 stores), which the Company operates as a franchisee, remained weak due to sluggish growth in the number of customers, in addition to the impact of higher procurement costs caused by rising prices.」
In the food-delivery business, performance remained weak as higher procurement costs and sluggish growth in the number of customers continued. - FY2026MitigatedAnnual report
「At Gin no Sara (3 stores), performance remained solid despite the impact of higher purchasing costs resulting from price inflation, as price revisions lifted average spending per customer and the number of customers remained at the previous period’s level.」
The company states that higher average spending per customer following price revisions and stable customer numbers to some extent contained the impact of weaker demand for meal delivery. - 2026-05-14MitigatedEarnings
「The performance of Gin no Sara (3 stores), which the Company operates as a franchisee, remained solid despite the impact of higher procurement costs caused by rising prices, as we were able to raise average customer spending through price revisions and the number of customers remained at approximately the previous fiscal year's level.」
The number of customers remained at approximately the previous fiscal year's level, while price revisions raised average customer spending and mitigated the impact of declining demand. - FY2026-H1MitigatedAnnual report
「Meanwhile, at Gin no Sara (3 stores), which the company operates as a franchisee, the number of customers began to increase and average spending per customer rose following price revisions reflecting higher prices, but performance remained weak due to the significant impact of higher purchasing costs.」
The number of customers turned upward from a decline caused by weaker demand for meal delivery, and average spending per customer also increased following price revisions, partially reducing the impact on demand. However, performance remained weak due to higher purchasing costs. - FY2025WorsenedAnnual report
「At Gin no Sara (3 stores), the company sought to pass higher production costs, including raw-material costs, resulting from price inflation on to selling prices. However, sales increased while profit declined due to weaker demand for meal delivery and the impact of higher selling prices on the number of customers.」
In addition to weaker demand for meal delivery, the decline in the number of customers following price increases resulted in the 3 Gin no Sara stores reporting higher sales but lower profit. - FY2025-H1MitigatedAnnual report
「At Gin no Sara (3 stores), the number of customers declined due to weaker demand for meal delivery, but performance remained solid as price revisions reflecting higher prices lifted average spending per customer. As a result, sales were ¥443 million, up 3.1% year on year, and segment profit was ¥9 million, up 65.4% year on year.」
Although the decline in the number of customers due to weaker demand for meal delivery continued, performance remained solid as price revisions lifted average spending per customer, and segment profit increased 65.4% year on year. - FY2024-Q3WorsenedAnnual report
「Meanwhile, performance at Gin no Sara (3 stores), which the group operates as a franchisee, declined in both sales and profit due to the drop in demand for meal delivery and the impact of price revisions reflecting higher prices.」
In addition to weaker demand for meal delivery, the impact of price revisions reflecting higher prices further contributed to the decline in sales and profit at the 3 Gin no Sara stores. - FY2024-Q2RestatedAnnual report
「Meanwhile, performance at Gin no Sara (3 stores), which the group operates as a franchisee, declined due to a drop in demand for meal delivery following the reclassification of COVID-19 as a Category 5 infectious disease and other factors.」
The decline in demand for meal delivery following the reclassification of COVID-19 as a Category 5 infectious disease and other factors continued to result in weaker performance at the 3 Gin no Sara stores. - FY2024-Q1First statedAnnual report
「Meanwhile, performance at Gin no Sara (3 stores), which the group operates as a franchisee, declined due to a drop in demand for meal delivery following the reclassification of COVID-19 as a Category 5 infectious disease and other factors. As a result, sales were ¥247 million, up 1.4% year on year, and segment profit was ¥8 million, down 50.2% year on year.」
The decline in demand for meal delivery following the reclassification of COVID-19 as a Category 5 infectious disease and other factors actually resulted in weaker performance at the 3 Gin no Sara stores and lower segment profit in the food business.