Decline in Same-Store Sales Driven by Competition in the Foodservice Market and Growth in Prepared Meals
First written in FY2016. 18 of 34 entries say "Restated". Latest entry: 2026-08-12.
Atom moved to the "Worse" side of this theme in 2022, 2 years after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 39 of 58 companies on the "Worse" side.
13 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In the food-service market, consumer behavior, awareness and sentiment are changing rapidly from day to day due to changes in lifestyles, growing health consciousness, and the emergence of new concepts, ingredients and dishes.」
Notes that, in addition to changing consumer preferences, higher raw-material and energy prices, logistics costs and labor costs, together with stronger thrift and selective consumption, are worsening factors in the same-store sales and competitive environment of the food-service market. - FY2026-H1WorsenedAnnual report
「The food-service industry has continued to recover gradually due to the recovery in movement of people and the expansion of inbound demand. However, in addition to soaring raw-material prices and energy costs, labor shortages due to difficulty hiring and the resulting rise in labor costs, real wages in Japan have remained negative, and consumers have shown a tendency to spend more cautiously on eating out. Our company therefore continues to face a challenging operating environment.」
Alongside demand recovery driven by the movement of people and inbound demand, identifies soaring raw-material and energy costs, difficulty hiring, rising labor costs, negative real wage growth and more cautious consumer spending as new adverse factors. - FY2025Food-service demand recovery alongside higher costs and labor shortages.Annual report
「The food-service industry has continued to recover gradually, supported by the recovery in movement of people and personal consumption and the expansion of inbound demand. However, industry-wide price revisions have continued against a backdrop of soaring raw-material prices and energy costs, labor shortages caused by ongoing difficulty hiring, and resulting increases in labor costs. Our company also continues to face a challenging operating environment.」
Indicates recovery factors from the movement of people, personal consumption and inbound demand, while noting continued soaring raw-material and energy costs, difficulty hiring and rising labor costs. - FY2024-Q2Food-service demand recovery alongside higher costs and consumers’ focus on protecting household finances.Annual report
「In the food-service industry, the number of eat-in customers has recovered rapidly as restrictions on activities have been eased. Inbound demand has also continued to recover since entry restrictions were relaxed. Meanwhile, industry-wide price revisions have continued against a backdrop of rising raw-material and energy prices and logistics costs since last year. Although consumers have become more focused on protecting their household finances due to concerns about further price increases, the operating environment has shifted toward recovery to pre-COVID levels.」
Notes the rapid recovery in eat-in customers and inbound demand following the easing of activity restrictions, while rising raw-material and energy prices, logistics costs, consumer prices and consumers’ focus on protecting their household finances continue. - FY2024-Q1WorsenedAnnual report
「The food-service industry continues to face a challenging operating environment due to soaring prices, consumers’ heightened focus on protecting their household finances as selective consumption has become entrenched under the impact of COVID-19, geopolitical risks from the prolonged Russia-Ukraine situation, and higher raw-material, logistics and utility costs resulting from the weaker yen and other factors.」
Specifies soaring prices, entrenched selective consumption, heightened focus on protecting household finances, geopolitical risks, the weaker yen, and rising raw-material, logistics and utility costs as factors contributing to the challenging environment for food-service demand and same-store sales. - FY2023-Q3WorsenedAnnual report
「In the food-service industry, inbound demand has been showing signs of recovery as border controls for inbound travelers have been relaxed. However, the number of customers using stores at night has fallen sharply due to changes in lifestyles brought about by the COVID-19 pandemic. In addition, soaring raw-material prices and higher utility, logistics and labor costs have contributed to the continued challenging operating environment.」
Notes the recovery in inbound demand while specifying the sharp decline in nighttime customers due to lifestyle changes and increases in raw-material, utility, logistics and labor costs. - FY2023-Q2WorsenedAnnual report
「The food-service industry has also faced further increases in various costs due to higher-than-expected resource prices and the weaker yen. Amid across-the-board increases in consumer prices, including food and daily necessities, it has been forced to respond to a consumer environment in which customers are choosing which stores to use with greater deliberation than ever.」
Specifies the operating environment surrounding the food-service business as rising costs due to soaring resource prices and the weaker yen, higher consumer prices, and increasingly selective consumer choice of stores. - FY2023-Q1WorsenedAnnual report
「The food-service industry has also been forced to respond to the consumer environment as soaring resource prices have driven up various costs and, amid across-the-board increases in consumer prices, including food and daily necessities, consumers have become more deliberate than ever in choosing which stores to use.」
Describes an environment of rising resource prices and consumer prices, together with increasingly selective consumer choice of stores. - FY2022-Q3Sluggish nighttime demand and entrenched lifestyle changes.Annual report
「In the food-service industry, the number of customers visiting stores recovered rapidly from October and average spending per customer increased. However, customer traffic at night has remained sluggish, lifestyle changes such as the tendency to avoid going out late have become entrenched, and the challenging operating environment has continued.」
States that although the number of customers visiting stores and average spending per customer have recovered, sluggish nighttime traffic and lifestyle changes, including reduced late-night outings, have become entrenched. - FY2022-Q2Explicitly identifies sluggish food-service demand due to changes in lifestyles.Annual report
「The challenging operating environment has continued amid lifestyle changes, including a shift from eating out to eating at home, fewer opportunities to go out due to teleworking, and a tendency to avoid going out late at night.」
Notes that, in addition to the traditional competitive environment and growth in prepared-food demand, food-service demand has weakened due to lifestyle changes such as the shift to eating at home, teleworking and reduced nighttime outings. - FY2022-Q1RestatedAnnual report
「In Japan’s food-service industry, demand for delivery and takeout has been steadily increasing as stay-at-home demand has expanded. However, the operating environment remains challenging, as restrictions on serving alcoholic beverages and requests for shorter operating hours continue in some regions due to the issuance of states of emergency and the continued application of priority preventive measures, along with consumers’ continued reluctance to go out.」
Reconfirms changes in the competitive and demand structure of the food-service market, while noting both increased demand for delivery and takeout and the challenging environment caused by reluctance to go out. - FY2021-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2021-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2020RestatedAnnual report
「In the foodservice market in which the Group operates, same-store sales are generally trending downward, affected by an increase in new store openings and the growth of the food-to-go sector, including convenience stores and prepared-food retailers.」
Reiterates the risk of declining same-store sales due to an increase in new store openings and growth in prepared-food demand. - FY2020-Q3RestatedAnnual report
「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2020-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2020-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2019-Q3RestatedAnnual report
「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2019-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2019-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2018RestatedAnnual report
「In the foodservice market in which the Group operates, same-store sales are generally trending downward, affected by an increase in new store openings and the growth of the food-to-go sector, including convenience stores and prepared-food retailers. Some of the Group's existing stores are also experiencing a downward trend in sales, and a significant future decline in same-store sales could affect the Group's performance.」
The risk of lower same-store sales due to competition and growth in the food-to-go market is reiterated. Overall same-store sales were 100.9% of the previous year's level, but some business formats continued to see declines. - FY2018-Q3RestatedAnnual report
「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2018-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2018-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2017WorsenedAnnual report
「For the fiscal year ended March 2017, same-store sales decreased to 94.7% of the previous year's level due to delays in responding to recent customer spending trends.」
The decline in same-store sales was disclosed as 94.7% year on year, clarifying the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market as an actual development. - FY2017-Q3RestatedAnnual report
「During the nine months ended December 2020, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2017-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2017-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no newly arising business or other risks, nor any material changes to the business or other risks described in the securities report for the preceding fiscal year.」
No material change was identified in the risk of lower same-store sales due to competition in the foodservice market and growth in the food-to-go market. - FY2016MaterialisedAnnual report
「In the foodservice market, same-store sales are generally trending downward, affected by an increase in new store openings and the growth of the food-to-go sector, including convenience stores and prepared-food retailers. Some of the Group's existing stores are also experiencing a downward trend in sales, and a significant future decline in same-store sales could affect the Group's performance.」
The document already states that sales are trending downward across the industry and at some of the Company's existing stores.