Foodservice market contraction and intensifying competition, including from other industries
First written in FY2016. 20 of 36 entries say "Worsened", first in FY2017-Q1. Latest entry: FY2026.
Marche moved to the "Worse" side of this theme in 2017, 3 years before the typical company in this theme (2020).
The whole theme swung hardest in 2020: 33 of 49 companies on the "Worse" side.
31 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Although personal consumption and inbound tourism demand are showing signs of recovery, the foodservice industry continues to face a challenging operating environment due to persistently high raw material and utility costs, rising labor costs and the effects of labor shortages.」
The company continues to describe a situation in which recovering personal consumption and inbound tourism demand coexist with difficulties caused by raw material and utility costs, labor costs and labor shortages. - FY2026-H1Growth in personal consumption and inbound tourism coexisting with a challenging cost environmentAnnual report
「Although personal consumption and inbound consumption are trending upward, the foodservice industry continues to face difficult conditions due to higher raw material and utility costs and the effects of labor shortages.」
While acknowledging upward trends in personal and inbound consumption, the company states that a difficult foodservice environment caused by higher raw material and utility costs and labor shortages continues. - FY2025Recovery in demand and inbound tourism coexisting with a challenging cost environmentAnnual report
「Although consumer demand for dining out is recovering as economic activity normalizes, the foodservice industry continues to face a challenging operating environment due to higher raw material and utility costs, stronger consumer preferences for saving amid rising prices, and the effects of labor shortages.」
While acknowledging a recovery trend in demand for dining out, the company continues to describe a situation in which higher raw material and utility costs, stronger preferences for saving and labor shortages coexist. - FY2025-H1Recovery in demand and inbound tourism coexisting with a challenging cost environmentAnnual report
「Although the foodservice industry is recovering due to increased consumer demand for dining out as economic activity normalizes and inbound tourism demand, it continues to face a challenging operating environment due to the impact of extreme heat, typhoons and torrential rain on economic activity, prolonged labor shortages and soaring food ingredient costs.」
The company describes a situation in which recovery driven by demand for dining out and inbound tourism coexists with burdens including weather-related disasters, labor shortages and soaring food ingredient costs. - FY2024-Q3Progress in demand recovery coexisting with a challenging cost environmentAnnual report
「Although consumer demand for dining out has recovered as economic activity has normalized, labor shortages and soaring raw material and utility costs continue, and the foodservice industry is expected to remain in a challenging operating environment.」
While stating that demand for dining out has recovered, the company notes that labor shortages and soaring raw material and utility costs continue, leaving a difficult environment in place. - FY2024-Q2Recovery in demand coexisting with cost pressures and labor shortagesAnnual report
「Although the foodservice industry is on a recovery trend following COVID-19's reclassification as a Class 5 disease, it continues to face a challenging operating environment due to changes in lifestyles caused by COVID-19, soaring raw material and utility costs, and chronic labor shortages.」
While acknowledging a recovery trend following COVID-19's reclassification as a Class 5 disease, the company states that changes in lifestyles, soaring raw material and utility costs, and chronic labor shortages will continue to create a difficult environment. - FY2024-Q1WorsenedAnnual report
「Although consumer demand for dining out is recovering as economic activity normalizes, the foodservice industry is expected to continue facing a challenging operating environment due to anticipated higher raw material prices and labor shortages.」
While acknowledging a recovery in demand for dining out, the company expects soaring raw material prices and labor shortages to persist and indicates that the difficult environment will continue. - FY2023WorsenedAnnual report
「Although the foodservice industry is showing signs of recovering demand as economic activity gradually picks up, it continues to face a challenging operating environment due to soaring raw material prices and higher labor and utility costs.」
While acknowledging signs of a recovery in demand, the company cites higher raw material prices, labor costs and utility costs, and states that the difficult foodservice environment will continue. - FY2023-Q3WorsenedAnnual report
「During the first 3 quarters of the fiscal year, the Japanese economy showed gradual signs of recovery as the easing of activity restrictions related to COVID-19 advanced normalization through the balancing of infection control measures and economic activity. However, the rapid spread of infections in what were referred to as the seventh and eighth waves led to signs of restraint in consumer activity, while higher prices associated with overseas developments and the continued depreciation of the yen became pronounced, leaving the outlook uncertain.」
While acknowledging signs of recovery following the easing of activity restrictions, the company cites the renewed spread of infections during the seventh and eighth waves, restraint in consumer activity, and higher prices associated with overseas developments and yen depreciation, highlighting increased uncertainty in the economic and foodservice environments. - FY2023-Q2WorsenedAnnual report
「The business environment remains challenging due to stagnant consumer activity caused by the renewed spread of COVID-19, rising prices and increasingly severe labor shortages.」
While acknowledging signs of a recovery in customer traffic as activity restrictions were eased, the company cites the renewed spread of infections, rising prices and increasingly severe labor shortages as additional burdens, and states that the difficult foodservice environment will continue. - FY2023-Q1WorsenedAnnual report
「The foodservice industry continues to face an extremely challenging operating environment, including higher procurement prices and utility costs due to soaring resource and raw material prices, as well as hourly wage increases to secure personnel.」
In addition to the existing issues of high raw material costs and labor shortages, the company specifically cites resource prices, procurement prices, utility costs and hourly wage increases to secure personnel as cost burdens. - FY2022WorsenedAnnual report
「The situation remains unpredictable, with risks including higher food and energy prices due to soaring resource prices and yen depreciation, as well as risks to securing raw materials because of transportation problems from overseas.」
In addition to existing competition, labor shortages and higher logistics and raw material costs, the company has added soaring resource prices, higher food and energy prices due to yen depreciation, and risks to securing raw materials because of overseas transportation problems. - FY2022-Q3Slow recovery and concerns over variants even after operating restrictions were liftedAnnual report
「From October, when the state of emergency was lifted as vaccination became widespread, customer traffic began to recover gradually as economic activity resumed in stages. However, concerns over a renewed spread of infections caused by a new variant emerged around early December, and the outlook remained uncertain.」
Although customer traffic began to recover gradually after requests related to the state of emergency and other measures ended, the difficult business environment has continued due to concerns over new variants, the slow return of customers and labor shortages. - FY2022-Q2RestatedAnnual report
「Even after the state of emergency was lifted, the food-service industry continued to be affected in various ways, including shorter operating hours, reduced seating capacity to ensure social distancing, fewer group meals and banquets, and requests to refrain from returning to one's hometown during the Obon period.」
Even after the state of emergency was lifted, the difficult environment in the food-service market continued due to shorter operating hours, reduced seating capacity, fewer group meals and banquets, and requests to refrain from returning to one's hometown. - FY2022-Q1RestatedAnnual report
「During the cumulative first quarter, Japan's economy remained uncertain as a result of the re-emergence of COVID-19, the issuance of declarations of a state of emergency or priority preventive measures, and continued restrictions on economic activity to limit the movement of people. In the food-service industry, businesses were forced to make intermittent temporary closures, shorten operating hours and refrain from serving alcoholic beverages, including following the reissuance of a state of emergency declaration in April, and remained in a difficult business environment.」
The company reconfirms the difficult food-service environment as the re-emergence of the infection, restrictions on economic activity under declarations of a state of emergency and other measures, temporary closures, shorter operating hours and requests to refrain from serving alcoholic beverages continued. - FY2021WorsenedAnnual report
「In the food-service industry, the effects of operating in formats involving closures, requests to shorten operating hours and restrictions on serving alcoholic beverages to prevent the spread of COVID-19, together with requests to refrain from unnecessary, non-urgent outings and a tendency to avoid dining in large groups, led to a sharp decline in customer traffic, and extremely difficult business conditions continued.」
The company states that the food-service environment is extremely difficult due to closures, shorter operating hours, restrictions on serving alcoholic beverages, requests to refrain from going out and fewer large-group dining occasions, in addition to intensifying competition and rising costs. - FY2021-Q3WorsenedAnnual report
「When the third wave of COVID-19 became evident, local governments in various areas not only requested further reductions in operating hours at restaurants serving alcoholic beverages, but year-end banquet demand also disappeared, resulting in very difficult conditions.」
Requests to shorten operating hours accompanying the third wave of COVID-19, together with the disappearance of year-end banquet demand, made the competitive and demand environment in the food-service market even more difficult. - FY2021-Q2WorsenedAnnual report
「Even after the state of emergency was lifted, the food-service industry continued to be affected in various ways, including shorter operating hours, reduced seating capacity to ensure social distancing, fewer group meals and banquets, and requests to refrain from returning to one's hometown during the Obon period.」
The company identifies shorter operating hours, reduced seating capacity, fewer group meals and banquets, and requests to refrain from returning to one's hometown as specific constraints on the food-service market resulting from the impact of COVID-19. - FY2021-Q1WorsenedAnnual report
「In the food-service industry, industry-wide sales fell significantly below the previous year due to a decline in customer traffic following requests from local governments to suspend operations or shorten operating hours, resulting in a very difficult business environment.」
The company describes declining customer traffic due to local-government requests to suspend operations or shorten operating hours, and industry-wide sales falling significantly below the previous year, indicating increasingly difficult conditions in the food-service environment. - FY2020WorsenedAnnual report
「In the food-service industry, the business environment became extremely difficult as competition across the boundaries of food service and retail intensified further amid increasingly exacting customer expectations, while tight labor supply and demand and rising logistics costs also had an impact.」
The company describes the food-service environment as extremely difficult due to intensifying competition, labor shortages and rising logistics costs, compounded by the spread of COVID-19. - FY2020-Q3WorsenedAnnual report
「In the food-service industry, difficult business conditions continue due to rising labor and logistics costs resulting from prolonged labor shortages, compounded by sluggish domestic consumption following the consumption tax increase and the effects of natural disasters such as typhoons.」
In addition to labor shortages and rising labor and logistics costs, the company cites sluggish domestic consumption following the consumption tax increase and the effects of natural disasters such as typhoons as additional factors behind the difficult food-service environment. - FY2020-Q2WorsenedAnnual report
「In the food-service industry, difficult business conditions continue amid prolonged labor shortages, rising labor and logistics costs, soaring food-ingredient prices, persistent consumer thriftiness and intensifying competition among companies in different industries against a backdrop of the expanding prepared-food market.」
In addition to the previously cited labor shortages, rising labor costs, soaring food-ingredient prices and consumer thriftiness, the company cites higher logistics costs and intensifying competition from other industries against a backdrop of the expanding prepared-food market, broadening the factors contributing to the difficult environment. - FY2020-Q1RestatedAnnual report
「In the food-service industry, difficult business conditions continue due to prolonged labor shortages and rising labor costs, soaring food-ingredient prices and persistent consumer thriftiness.」
The company continues to describe the food-service industry's difficult environment due to labor shortages, rising labor costs, soaring food-ingredient prices and persistent consumer thriftiness. - FY2019WorsenedAnnual report
「For the current fiscal year, raw-material prices are expected to remain high and costs such as logistics and labor are expected to rise. In addition, no significant change is expected in consumers' deeply rooted preference for low prices and other defensive spending habits, and the environment surrounding the food-service industry is expected to become even more difficult.」
The company cites high raw-material prices, rising logistics and labor costs and consumers' persistent preference for low prices, and expects the food-service environment to become even more difficult. - FY2019-Q3RestatedAnnual report
「In the food-service industry, difficult conditions continued due to rising labor costs against a backdrop of soaring raw-material prices and labor shortages, compounded by the effects of natural disasters such as earthquakes and typhoons.」
The company states that the difficult food-service environment continues due to high raw-material prices, labor shortages and rising labor costs, compounded by natural disasters such as earthquakes and typhoons. - FY2019-Q2WorsenedAnnual report
「In the food-service industry, difficult conditions continue due to soaring raw-material prices, rising labor costs and labor shortages, compounded by the effects of natural disasters such as earthquakes and typhoons.」
The company states that, in addition to raw-material prices, labor costs and labor shortages, the effects of natural disasters such as earthquakes and typhoons have also compounded the factors making the food-service environment difficult. - FY2019-Q1RestatedAnnual report
「In the food-service industry, difficult conditions continue against a backdrop of soaring raw-material prices, rising labor costs and labor shortages.」
The company states that the food-service industry's difficult environment continues against a backdrop of high raw-material prices, rising labor costs and labor shortages. - FY2018WorsenedAnnual report
「Looking ahead, costs such as logistics and labor are expected to rise, while no significant change is expected in consumers' deeply rooted preference for low prices and other defensive spending habits. Accordingly, the environment surrounding the food-service industry is expected to become even more difficult.」
The company cites rising logistics and labor costs and consumers' persistent preference for low prices, and states that the food-service industry's environment is expected to become even more difficult. - FY2018-Q3RestatedAnnual report
「In the food-service industry, the difficult business environment continues due to soaring raw-material prices, persistent labor shortages and rising labor costs.」
The company reconfirms that the food-service industry's difficult environment continues due to high raw-material prices, persistent labor shortages and rising labor costs. - FY2018-Q2Signs of a recovery in personal consumption, but difficult conditions continueAnnual report
「Although personal consumption is showing gradual signs of recovery, the food-service industry remains in a difficult business environment due to soaring raw-material prices, persistent labor shortages and rising labor costs.」
While acknowledging signs of a recovery in personal consumption, the company states that the food-service industry's difficult environment continues due to high raw-material prices, labor shortages and rising labor costs. - FY2018-Q1WorsenedAnnual report
「In the food-service industry, competition is becoming increasingly intense as consumers remain strongly thrift-oriented and competition extends across industries and business formats. In addition, conditions remain difficult due to higher raw-material and logistics costs and higher labor costs caused by labor shortages.」
In addition to intensifying competition, the company cites higher raw-material and logistics costs and higher labor costs due to labor shortages as factors contributing to the difficult environment surrounding the food-service business. - FY2017WorsenedAnnual report
「As the food-service market continues to shrink each year, consumer needs are becoming more diverse and competition among companies is intensifying, involving not only industry peers but also businesses in other industries such as supermarkets and convenience stores. In particular, sales in the izakaya sector have remained below the previous year's level for several years, reflecting continued difficult conditions.」
The company specifically describes the shrinking market, diversifying consumer needs, intensifying competition including from supermarkets and convenience stores, and izakaya sales falling below the previous year. - FY2017-Q3WorsenedAnnual report
「In the food-service industry, the difficult business environment continues due to increasingly strong consumer preferences for thrift and low prices, higher labor costs against a backdrop of labor shortages, rising raw-material prices and intensifying competition across industries.」
The company cites consumer preferences for thrift and low prices, higher labor costs due to labor shortages, rising raw-material prices and intensifying competition across industries as specific factors behind the difficult food-service environment. - FY2017-Q2Signs of partial recovery, but difficult conditions continueAnnual report
「Although there are some signs of an economic recovery in the food-service industry, the difficult business environment continues due to adverse weather, including typhoons and heavy rain, and labor shortages caused by difficulties in hiring.」
While noting some signs of an economic recovery, the company states that the food-service industry's difficult environment continues due to adverse weather and labor shortages caused by difficulties in hiring. - FY2017-Q1WorsenedAnnual report
「During the cumulative first quarter, the outlook for Japan's economy became increasingly uncertain due to the slowdown in emerging-market economies, the UK's decision to leave the European Union, the effects of falling share prices and the stronger yen, and other factors. In the food-service industry, conditions remained difficult due to persistent consumer thriftiness, labor shortages caused by difficulties in hiring and intensifying competition across industries and business formats.」
The company states that the economic outlook became increasingly uncertain and describes a difficult food-service environment due to consumer thriftiness, labor shortages and intensifying competition across industries and business formats. - FY2016First statedAnnual report
「The food-service industry continued to operate in a challenging business environment, with competition intensifying not only among industry peers but also with businesses in other industries, typified by the prepared-food sector, in addition to rising prices resulting from the weaker yen and tight labor supply and demand caused by labor shortages.」
The company identifies the weaker yen, labor shortages, rising prices and intensifying competition from industry peers and the prepared-food sector as external environmental risks.