Delayed Recovery in Personal Consumption and the Challenging Operating Environment for the Food-Service Industry
First written in FY2017-Q1. 15 of 30 entries say "Reframed", first in FY2017-Q2. Latest entry: 2026-11-12.
The whole theme swung hardest in 2020: 39 of 60 companies on the "Worse" side.
3 other companies' latest entry also says "Mitigated".
- 2026-11-12MitigatedResults
「In the domestic economy, while prices continued to rise, conditions for employment and income showed signs of improvement, and personal consumption showed signs of recovery.」
前期までの消費者マインドの弱含みに対し、雇用・所得環境の改善と個人消費の持ち直しが記載されている。 - FY2027-H1MitigatedAnnual report
「In the domestic economy, while prices continued to rise, conditions for employment and income showed signs of improvement, and personal consumption showed signs of recovery.」
While prices continued to rise, the disclosure now describes improving employment and income conditions and a recovery in personal consumption, shifting from the previous period's description of weakening consumer sentiment toward a recovery. - FY2026WorsenedAnnual report
「In the domestic economy, employment and income conditions showed signs of improvement, while consumer sentiment remained weak due to continued inflation.」
While also referring to improving employment and income conditions, the description states that consumer sentiment weakened due to continued inflation, providing more specific detail on the weakness in the consumption environment. - FY2026-H1WorsenedAnnual report
「In addition, consumer sentiment remained stagnant due to continued inflation.」
In addition to the previous references to recovery in the flow of people and stronger food service demand, the description indicates that consumer sentiment has stagnated due to continued inflation. - FY2025-H1RestatedAnnual report
「The Group also saw stronger demand, including an increase in use by families and groups, particularly in its food service-related businesses.」
The description refers to increased use by families and groups and stronger demand in the food service-related businesses, indicating that the recovery trend in personal consumption and food service demand continues. - FY2024-Q2MitigatedAnnual report
「Demand for the food service business increased, including an increase in use by families and groups.」
Regarding demand for food services, the description refers to increased use by families and groups and stronger demand, indicating that some of the previous risks associated with the challenging food service environment have eased. - FY2024-Q1MitigatedAnnual report
「Following the lifting of restrictions on activities related to COVID-19, the flow of people recovered as economic activity normalized, and personal consumption also showed signs of recovery. Demand for the food service business also increased, including an increase in use by families and groups.」
The description covers the lifting of activity restrictions, normalization of economic activity, recovery in the flow of people and personal consumption, and stronger demand for food services, indicating that some of the previous risks associated with the food service industry’s challenging environment have eased. - FY2023ReframedAnnual report
「In Japan, difficult business conditions continued due to the effects of COVID-19 and high prices on consumption, elevated raw-material and energy prices resulting from the prolonged situation in Ukraine and the depreciation of the yen, changes in the environment for stable procurement of ingredients, and tight labor supply and demand. However, as the pandemic moved toward an end, signs of improvement, including a recovery in personal consumption, were seen recently.」
While stating that the food service industry’s challenging environment will continue, the description newly adds a recovery in personal consumption accompanying the end of the pandemic. - FY2023-Q3ReframedAnnual report
「In Japan, although the seventh and eighth waves of COVID-19 affected the economy after priority preventive measures were lifted at the end of the previous fiscal year, the movement of people recovered and domestic food-service revenue returned to a recovery trend. However, the food-service industry continued to face difficult conditions due to elevated raw-material and energy prices resulting from the prolonged situation in Ukraine and the rapid depreciation of the yen.」
While recovery in the flow of people and a recovery trend in sales in the domestic food service business following the lifting of the measures are indicated, the food service industry’s challenging environment continues due to the seventh and eighth waves, soaring raw material and energy prices, and the depreciation of the yen. - FY2023-Q2ReframedAnnual report
「The domestic operating environment improved as economic activity resumed in earnest following the lifting of the priority preventive measures against the spread of disease at the end of the previous fiscal year, and sales in the domestic food service business entered a recovery trend. However, the flow of people was again restricted due to the impact of the seventh wave of COVID-19, while the food service industry continued to face a challenging environment due to soaring global raw material and energy prices resulting from the prolonged situation in Ukraine and the rapid depreciation of the yen, among other factors.」
While describing the recovery in sales in the domestic food service business following the lifting of the priority preventive measures against the spread of disease, the wording states that a challenging environment continues due to restrictions on the flow of people caused by the seventh wave, soaring raw material and energy prices, and the depreciation of the yen. - FY2023-Q1MitigatedAnnual report
「Following the lifting of the priority preventive measures against the spread of disease at the end of March 2022, sales in the domestic food service business began to recover.」
The description states that sales in the domestic food service business began to recover following the lifting of the priority preventive measures against the spread of disease, indicating that some of the previous risks related to the food service industry’s challenging environment have eased. - FY2022-Q3ReframedAnnual report
「In the food-service industry, there were signs of a recovery through the end of the year following the lifting of the state of emergency on 30 September, but the business climate remains uncertain due to the normalization of global price increases and the rapid spread of the Omicron variant, which differs from the first through fifth waves in characteristics such as its severity rate, raising questions about whether new infection-control measures suited to those characteristics can be implemented while maintaining economic activity.」
Regarding the food service industry, the description indicates signs of recovery following the lifting of the state of emergency, while stating that business conditions remain difficult to predict due to the normalization of global inflation and the rapid spread of the Omicron variant. - FY2022-Q2ReframedAnnual report
「The food service industry also showed signs of recovery following the lifting of the state of emergency, but the impact of COVID-19 appeared likely to be prolonged, and conditions remained uncertain.」
The description of the food service industry’s challenging environment continues to indicate signs of recovery following the lifting of the state of emergency, while also referring to the prolonged impact of COVID-19 and continuing uncertainty. - FY2022-Q1ReframedAnnual report
「The food service industry also continues to face a challenging operating environment due to requests to shorten operating hours associated with the state of emergency and the priority preventive measures against the spread of disease, mainly in urban areas.」
The description of the food service industry’s challenging environment identifies the state of emergency, the priority preventive measures against the spread of disease and requests to shorten operating hours as specific factors, in addition to the prolonged impact of COVID-19. - FY2021-Q3RestatedAnnual report
「The food service industry also showed some signs of recovery as a result of various government and local authority policies, but the impact of COVID-19 appeared likely to be prolonged, and conditions remained uncertain.」
While the food service industry is showing some signs of recovery, the prolonged impact of COVID-19 and the resulting uncertainty remain. - FY2021-Q2ReframedAnnual report
「The food service industry also showed signs of recovery following the lifting of the state of emergency, but the impact of COVID-19 appeared likely to be prolonged, and conditions remained uncertain.」
The description now indicates signs of recovery in the food service industry following the lifting of the state of emergency, while stating that the impact of COVID-19 has been prolonged. - FY2021-Q1ReframedAnnual report
「The food service industry also faced a challenging operating environment due to business closures and shortened operating hours resulting from requests to refrain from going out and the declaration of a state of emergency to prevent the spread of COVID-19.」
The description of the food service industry’s challenging operating environment has changed from previous factors such as personal consumption and labor costs to one identifying business closures and shortened operating hours associated with COVID-19 as the main factors. - FY2020-Q3RestatedAnnual report
「In the food service industry, the operating environment remained challenging due to persistent consumer cost-consciousness and increases in labor-related costs associated with higher hourly wages for part-time workers, among other factors.」
The food service industry’s challenging operating environment due to persistent consumer cost-consciousness and higher labor-related costs continues in line with the previous quarter. - FY2020-Q1ReframedAnnual report
「In the food service industry, the operating environment remained challenging due to persistent consumer cost-consciousness and increases in labor-related costs associated with higher hourly wages for part-time workers, among other factors.」
The wording concerning weak personal consumption has changed from a lack of strength to an explicit reference to persistent consumer cost-consciousness. - FY2019-Q3RestatedAnnual report
「In the food service industry, the operating environment remained challenging due to the lack of strength in personal consumption, soaring ingredient prices and rising labor costs.」
The food service industry’s challenging operating environment, caused by weak personal consumption, soaring ingredient prices and rising labor costs, continues. - FY2019-Q2RestatedAnnual report
「In the food service industry, the operating environment remained challenging due to the lack of strength in personal consumption, soaring ingredient prices and rising labor costs.」
The food service industry’s challenging operating environment, caused by weak personal consumption, soaring ingredient prices and rising labor costs, continues. - FY2019-Q1ReframedAnnual report
「In the food service industry, the operating environment remained challenging due to the lack of strength in personal consumption amid stagnant real wage growth, as well as soaring ingredient prices and rising labor costs.」
The wording has changed from the previous premise of a recovery in personal consumption to a statement that personal consumption lacks strength due to stagnant real wage growth, with rising ingredient prices and labor costs also cited as factors. - FY2018RestatedAnnual report
「In the food service industry, personal consumption was gradually recovering, but the operating environment remained challenging due to soaring ingredient prices and rising labor costs.」
While acknowledging the recovery in personal consumption, the food service industry’s challenging operating environment continues. - FY2018-Q3ReframedAnnual report
「Although personal consumption was gradually recovering, the food-service industry faced difficult business conditions due to soaring food-ingredient prices and rising labor costs.」
While personal consumption is described as moving toward recovery, soaring food-ingredient prices and rising labor costs are identified as factors behind the difficult business environment. - FY2018-Q2ReframedAnnual report
「Although personal consumption showed signs of recovery, the food-service industry faced difficult business conditions due to strong consumer frugality and continuing tightness in labor supply and demand.」
While acknowledging the recovery in personal consumption, the disclosure also cites strong consumer frugality and tight labor supply and demand as factors behind the difficult business environment. - FY2018-Q1ReframedAnnual report
「Although personal consumption showed signs of recovery, labor supply and demand remained tight, resulting in difficult business conditions for the food-service industry.」
While personal consumption is described more positively as recovering, rather than stagnating or recovering slowly, the food-service industry's difficult conditions are attributed to continuing tightness in labor supply and demand. - FY2017ReframedAnnual report
「The food-service industry continues to face difficult business conditions due to a deterioration in the balance of labor supply and demand and signs of stagnation in personal consumption.」
In addition to the deterioration in the balance of labor supply and demand, stagnation in personal consumption is also cited as a factor behind the food-service industry's difficult conditions. - FY2017-Q3RestatedAnnual report
「The food-service industry continues to face difficult business conditions due to factors including a deterioration in the balance of labor supply and demand.」
The food-service industry's difficult business conditions continue to be attributed to a deterioration in the balance of labor supply and demand. - FY2017-Q2ReframedAnnual report
「The food-service industry continues to face difficult business conditions due to factors including a deterioration in the balance of labor supply and demand.」
The food-service industry's difficult business conditions continue, but the stated factor has shifted from delayed recovery in personal consumption in the previous quarter to a deterioration in the balance of labor supply and demand. - FY2017-Q1First statedAnnual report
「The food-service industry continues to face difficult business conditions as personal consumption has yet to achieve a full recovery.」
The current business environment is described as involving a lack of full recovery in personal consumption and difficult conditions in the food-service industry.