Contraction of the domestic restaurant market and intensifying competition
First written in FY2016. 23 of 32 entries say "Mitigated", first in FY2017-Q1. Latest entry: 2026-08-14.
The whole theme swung hardest in 2020: 40 of 62 companies on the "Worse" side.
4 other companies' latest entry also says "Mitigated".
- 2026-08-14MitigatedResults
「Regarding the merchandising structure supporting the food-service and home-delivery businesses, including product development, procurement, logistics and manufacturing, we will continue to review and improve it, pursue differentiation from competitors and reform the earnings structure, and develop a business-format portfolio that addresses risks.」
国内外食事業の増収増益と、業態ポートフォリオ・収益構造改革の継続が示されている。 - FY2026MitigatedAnnual report
「Revenue from the domestic foodservice business increased to ¥37,668 million, or 109.5% of the prior fiscal year, and segment profit rose to ¥2,263 million, or 140.5% of the prior fiscal year.」
The domestic foodservice business posted higher revenue and profit, and the recovery in performance in response to market contraction and the competitive environment has continued. - 2026-05-13MitigatedResults
「Revenue from the domestic foodservice business increased to ¥37,668 million, or 109.5% of the prior fiscal year, and segment profit rose to ¥2,263 million, or 140.5% of the prior fiscal year.」
国内外食事業で売上高・利益が前年を上回り、競争環境に対する業績面の回復を示している。 - FY2026-H1MitigatedAnnual report
「Performance has progressed steadily, with same-store sales at izakaya, yakiniku and TGI locations exceeding the prior-year period for 6 consecutive months. Revenue from the domestic foodservice business was ¥18,010 million, or 110.0% of the prior-year period, and segment profit was ¥884 million, or 126.9% of the prior-year period.」
In domestic foodservice, same-store sales exceeded the prior-year period for 6 consecutive months, while revenue and segment profit also exceeded the prior-year levels. The recovery following responses to market contraction and the competitive environment has progressed. - FY2025-H1MitigatedAnnual report
「Economic activity in the foodservice industry has recovered to normal levels, as COVID-19 came to be handled in the same manner as seasonal influenza under the Infectious Diseases Control Law from April 2024.」
The company explains that the effects of pandemic-related behavioral restrictions have been eliminated and economic activity in the foodservice industry has recovered to normal levels. - FY2024-Q3MitigatedAnnual report
「Revenue from the domestic foodservice business was ¥23,557 million, or 129.5% of the prior-year period, and segment profit was ¥960 million, compared with a segment loss of ¥1,613 million in the prior-year period.」
Following the removal of behavioral restrictions, revenue from the domestic foodservice business increased to 129.5% of the prior-year period, and the segment result shifted from a loss of ¥1,613 million to a profit of ¥960 million. A further recovery in performance in response to market contraction and the competitive environment is evident. - FY2024-Q2MitigatedAnnual report
「In the domestic food-service business, we opened 3 new locations and closed 8, bringing the total number of locations to 342 at the end of the quarter. As restrictions on activities were lifted following the reclassification of COVID-19 under the Infectious Diseases Control Law from Category 2-equivalent to Category 5, and as the business gradually recovered toward pre-pandemic levels, revenue from the domestic food-service business was ¥14,992 million, up 131.3% year on year, and segment profit was ¥444 million, compared with a loss of ¥1,281 million in the same period of the previous year.」
Against a backdrop of the removal of behavioral restrictions, revenue from the domestic foodservice business reached 131.3% of the prior-year period, and the segment result shifted from a loss to a profit of ¥444 million. The recovery in domestic foodservice performance in response to market contraction and the competitive environment has continued. - FY2024-Q1MitigatedAnnual report
「Revenue from the domestic food-service business was ¥7,371 million, up 126.5% year on year, and segment profit was ¥312 million, compared with a loss of ¥582 million in the same period of the previous year.」
Against a backdrop of the removal of behavioral restrictions, revenue from the domestic foodservice business reached 126.5% of the prior-year period, and the segment result shifted from a loss in the prior-year period to a profit. Performance recovery has progressed following responses to market contraction and the competitive environment. - FY2023-Q3MitigatedAnnual report
「Revenue from the domestic foodservice business was ¥18,184 million, or 161.4% of the prior-year period, and the segment loss was ¥1,613 million, compared with a loss of ¥4,714 million in the prior-year period.」
Against a backdrop of eased mask-wearing requirements and limits on the number of people at group meals, revenue from the domestic foodservice business reached 161.4% of the prior-year period, and the segment loss narrowed from ¥4,714 million to ¥1,613 million. A recovery in performance driven by responses to the market environment is evident, but the business remained loss-making. - FY2023-Q2MitigatedAnnual report
「As economic activity in the foodservice industry gradually moved toward recovery, including the easing of outdoor mask-wearing requirements and limits on the number of people at group meals, revenue from the domestic foodservice business was ¥11,416 million, or 210.8% of the prior-year period, and the segment loss was ¥1,281 million, compared with a loss of ¥3,850 million in the prior-year period.」
Against a backdrop of eased restrictions on dining activity, revenue from the domestic foodservice business reached 210.8% of the prior-year period, and the segment loss narrowed from ¥3,850 million to ¥1,281 million. The recovery driven by responses to market contraction and the competitive environment is evident, but the business remained loss-making. - FY2023-Q1MitigatedAnnual report
「As economic activity in the foodservice industry gradually moved toward recovery, including the easing of outdoor mask-wearing requirements and limits on the number of people at group meals, revenue from the domestic foodservice business was ¥5,829 million, or 203.9% of the prior-year period, and the segment loss was ¥582 million, compared with a loss of ¥2,167 million in the prior-year period.」
Against a backdrop of eased restrictions related to the pandemic, revenue from the domestic foodservice business reached 203.9% of the prior-year period, and the segment loss also narrowed from the prior-year period. The recovery driven by responses to market contraction and the competitive environment is evident, but the business remained loss-making. - FY2022-Q3MitigatedAnnual report
「In the domestic foodservice business, the company opened 43 new stores and exited 23 stores, bringing the number of stores to 451 at the end of the third quarter, including locations converted from izakaya formats. Due to restrictions on operating hours and other factors resulting from the state of emergency and priority preventive measures imposed to contain COVID-19, revenue from the domestic foodservice business was ¥11,267 million, or 82.3% of the prior-year period, and the segment loss was ¥4,714 million, compared with a loss of ¥7,125 million in the prior-year period.」
Although the effects of the pandemic and operating-hour restrictions continued, revenue recovered to 82.3% of the prior-year period, and the segment loss narrowed from ¥7,125 million to ¥4,714 million. - FY2022-Q1MitigatedAnnual report
「Revenue from the domestic foodservice business was ¥2,859 million, or 130.2% of the prior-year period, and the segment loss was ¥2,167 million, compared with a loss of ¥3,311 million in the prior-year period.」
Although restrictions on operating hours due to the state of emergency and other measures continued, revenue increased from the low level in the prior-year period and the segment loss narrowed. However, the business did not become profitable. - FY2021WorsenedAnnual report
「In the domestic foodservice business, which was most severely affected by the spread of COVID-19, same-store sales fell sharply following the declaration of a state of emergency in April 2020. Although they improved after the declaration was lifted, due to an autonomous recovery and the effects of the government’s Go To initiatives, the cycle of renewed states of emergency continued, resulting in a substantial decline in same-store sales to 37.9% of the prior-year level for the fiscal year.」
After a period of progress in responding to market contraction and the competitive environment, same-store sales deteriorated substantially to 37.9% of the prior-year level due to COVID-19 and the state of emergency. - FY2021-Q3A renewed decline in sales after the recoveryAnnual report
「In the domestic foodservice business, which was most severely affected by the spread of COVID-19, same-store sales fell to 15.1% in the first quarter, which included the period from April to May 2020 when the state of emergency applied nationwide. After the state of emergency was lifted, signs of an autonomous recovery emerged, supported in part by the government’s Go To initiatives, and same-store sales recovered to 44.5% in the second quarter and 53.1% in the third quarter. However, a state of emergency was declared again in January 2021, including requests for restaurants in 11 prefectures and metropolitan areas to shorten their operating hours. As a result, January 2021 same-store sales were 38.0% of the prior-year level and same-store customer traffic was 61.0%.」
Same-store sales recovered to 15.1%, 44.5% and 53.1% on a quarterly basis, but fell back to 38.0% in January 2021 following the renewed state of emergency. The recovery in the domestic foodservice market was accompanied by both temporary progress and renewed deterioration. - FY2021-Q2MitigatedAnnual report
「In the domestic foodservice business, as described above, the company exited 91 stores, primarily loss-making locations. Same-store sales were on a recovery trend, rising from 15.1% in the first quarter to 44.5% in the second quarter and 65.0% in October 2020, while the segment loss improved from ¥3,311 million in the first quarter, excluding ¥729 million in losses from the temporary closure of stores, to ¥2,032 million in the second quarter.」
Although the deterioration in the market environment caused by COVID-19 continued, same-store sales recovered from 15.1% in the first quarter to 44.5% in the second quarter and 65.0% in October 2020, while the segment loss also narrowed. - FY2021-Q1WorsenedAnnual report
「Due to the impact of COVID-19, which began in the prior fiscal year, same-store sales were 16.6% of the prior-year level and same-store customer traffic was 19.3%.」
Domestic foodservice same-store sales and customer traffic fell substantially below the prior-year levels, and the recovery driven by responses to market contraction and the competitive environment was significantly reversed by the impact of COVID-19. - FY2020WorsenedAnnual report
「Same-store sales were 96.2% of the prior-year level and same-store customer traffic was 96.8%. Although the effects of format conversions and other factors were beneficial, same-store sales fell to 59.6% in March alone due to the impact of COVID-19.」
Although the company continued responding to market contraction and the competitive environment, full-year same-store sales and customer traffic fell below the prior-year levels, and March sales alone fell to 59.6% due to the impact of COVID-19. - FY2020-Q3WorsenedAnnual report
「Although the effects of format conversions and other initiatives resulted in same-store sales of 99.5% and same-store customer traffic of 100.3% of the previous year, higher costs at existing locations resulted in higher revenue but lower profit.」
Same-store sales fell below the prior-year level at 99.5%, and lower profit due to higher same-store expenses was also reported. The recovery driven by responses to the domestic foodservice market has partially retreated. - FY2020-Q2MitigatedAnnual report
「The effects of format conversions and other initiatives resulted in same-store sales of 100.1% and same-store customer traffic of 101.0% of the previous year, enabling the company to achieve higher revenue and higher profit.」
Domestic foodservice same-store sales and customer traffic both remained above the prior-year levels, while losses in the domestic foodservice business narrowed year on year. The recovery driven by responses to market contraction and the competitive environment is evident. - FY2020-Q1RestatedAnnual report
「Due to the effects of format conversions and other factors, same-store sales were 100.5% of the prior-year level and same-store customer traffic was 100.8%.」
Domestic foodservice same-store sales and customer traffic have remained above the prior-year levels, reaffirming the recovery driven by responses to market contraction and the competitive environment. - FY2019-Q3MitigatedAnnual report
「In the domestic restaurant business, we opened 21 new stores. At the same time, we closed 9 stores, bringing the total number of stores at the end of the current quarter to 479. Same-store sales were 101.5% year on year and same-store customer numbers were 101.6% year on year.」
In response to market contraction and the competitive environment, domestic restaurant same-store sales and customer numbers both remained above the previous year. - FY2019-Q2RestatedAnnual report
「Same-store sales were 100.6% year on year and same-store customer numbers were 100.7% year on year.」
Domestic restaurant same-store sales and customer numbers remained above the previous year, but growth slowed from the same period of the previous year and the immediately preceding quarter. - FY2019-Q1MitigatedAnnual report
「Same-store sales were 102.1% year on year and same-store customer numbers were 102.4% year on year.」
Domestic restaurant same-store sales and customer numbers both exceeded the previous year, and the recovery achieved in response to market contraction and the competitive environment continued. - FY2018MitigatedAnnual report
「To consistently achieve same-store sales of at least 100% year on year, we will accurately identify market needs, continue to provide new value, and develop and roll out new formats beyond the izakaya business.」
As a response to market contraction and intensifying competition, new-format development continued, and FY2018 same-store sales were 105.3% year on year. - FY2018-Q3MitigatedAnnual report
「Same-store sales were 105.8% year on year and same-store customer numbers were 105.8% year on year.」
Domestic restaurant same-store sales and customer numbers both continue to exceed the previous year, and the domestic restaurant business also turned to operating profitability in the nine months through the third quarter. - FY2018-Q2RestatedAnnual report
「Same-store sales were 107.2% year on year and same-store customer numbers were 107.0% year on year.」
Domestic restaurant same-store sales and customer numbers both continue to exceed the previous year. - FY2018-Q1MitigatedAnnual report
「Same-store sales were 107.6% year on year and same-store customer numbers were 106.3% year on year.」
Domestic restaurant same-store sales and customer numbers both exceeded the previous year, and the recovery was stronger than in the previous filing. - FY2017-Q3MitigatedAnnual report
「Same-store sales were 101.9% year on year and same-store customer numbers were 100.0% year on year.」
Domestic restaurant same-store sales exceeded the previous year, while customer numbers were at the previous year’s level, indicating that the recovery from the previously described market contraction and competitive environment is continuing. - FY2017-Q2MitigatedAnnual report
「During the six-month period of the current fiscal year, same-store sales were 101.8% year on year and same-store customer numbers were 100.5% year on year, among other indicators, and business performance is showing signs of recovery.」
In the domestic restaurant business, both same-store sales and customer numbers exceeded 100% year on year, indicating a recovery from the previously described market contraction and competitive environment. - FY2017-Q1MitigatedAnnual report
「During the first quarter of the current fiscal year, same-store sales were 100.3% year on year, among other indicators, and business performance is showing signs of recovery.」
For the domestic restaurant market, which had been described as contracting, both same-store sales and customer numbers were 100.3% year on year in the current quarter, indicating a recovery in business performance. - FY2016First statedAnnual report
「Within the restaurant business, the izakaya business, which is the Group’s primary focus, is facing a pronounced market contraction, including a decline in the drinking population.」
Market contraction is identified as a challenge for the domestic restaurant business and as the backdrop to new-format development, brand rebuilding and cost improvements.