Improvement in Sales and Profit Driven by Stay-at-Home Demand
First written in FY2021. 2 of 17 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Other".
- FY2026Full-year revenue and operating profit increased, while net income declined amid higher prices and concerns over trade policyAnnual report
「Driven by solid business with major customers, including drugstores and discount stores, revenue was ¥57,716 million, up 5.5% year on year, and gross profit was ¥9,991 million, up 4.4%.」
Amid continued price increases, yen depreciation, elevated logistics costs and raw-material prices, and concerns over US trade policy, revenue, operating profit and ordinary profit increased, while net income declined 22.1% year on year due mainly to an impairment loss at the Fujigaoka store. - FY2026-H1Revenue and profit growth amid rising prices and trade-policy concernsAnnual report
「During the interim accounting period, Japan's economy remained on a moderate recovery trend, supported by improvements in employment and income conditions. However, uncertainty about the outlook persisted, with concerns remaining over continued price increases and the impact of US trade policy.」
It indicates a recovery trend supported by improvements in employment and income conditions, while citing concerns over continued price increases and US trade policy. Against this backdrop, revenue and profit increased during the interim accounting period. - FY2025Revenue and profit growth amid consumer thriftAnnual report
「The food distribution and supermarket industries in which we operate face a challenging business environment, as the yen's depreciation and higher raw-material prices have led to food price increases, further encouraging consumers to economize and dampening consumer sentiment. Against this backdrop, under the Second Medium-Term Management Plan launched in the current fiscal year, we have adopted “thorough response to changes in the environment” as our basic policy and are pursuing three priority themes: “implementing human capital management,” “accelerating earnings-power reform” and “developing new businesses.”」
Although challenging conditions driven by consumer thrift and rising prices continued, the current fiscal year saw revenue increase 8.4%, operating profit increase 38.8%, ordinary profit increase 38.9% and net income increase 51.1%, changing the performance description from “revenue growth and profit decline” to “revenue and profit growth.” - FY2025-H1Revenue growth and profit decline amid consumer thriftAnnual report
「The food distribution and supermarket industries in which we operate face a challenging business environment, as the yen's depreciation and higher raw-material prices have led to food price increases, further encouraging consumers to economize and dampening consumer sentiment.」
It explains that the yen's depreciation, higher raw-material prices and food price increases are encouraging consumers to economize, and that the challenging business environment continues. - FY2024Full-Year Revenue and Profit Growth Driven by Price Pass-Through, Extreme Heat and Major CustomersAnnual report
「In the fiscal year, revenue was ¥50,498 million, up 12.5% year on year, and gross profit was ¥8,655 million, up 10.9% year on year, due to progress in passing through higher costs such as fuel expenses, continued record extreme heat and firm transactions with major customers, including drugstore and discount store chains.」
Full-year revenue increased against a post-stay-at-home-demand backdrop, supported by price pass-through, record heat and solid business with major customers. - FY2024-Q3Revenue and Profit Growth Continued in the Nine Months Through the Third Quarter, Driven by Price Pass-Through, Extreme Heat and Major CustomersAnnual report
「For the cumulative 3rd quarter period, sales were ¥38,912 million, up 12.6% year on year, operating profit was ¥524 million, up 232.9%, ordinary profit was ¥567 million, up 186.8%, and quarterly net profit was ¥366 million, up 133.9%, owing to progress in passing higher fuel and other costs on to customers, a prolonged record hot spell, and solid transactions with major customers, including drugstores and discount stores.」
Against a backdrop of continued cost increases and thrift-oriented consumption, revenue and profit for the nine months through the third quarter exceeded the same period of the previous year due to progress in price pass-through, record extreme heat and firm transactions with major customers. - FY2024-Q2Revenue and Profit Growth Driven by Price Pass-Through and Extreme HeatAnnual report
「For the cumulative 2nd quarter period, sales were ¥26,664 million, up 12.5% year on year, operating profit was ¥584 million, up 92.2%, ordinary profit was ¥615 million, up 86.0%, and quarterly net profit was ¥397 million, up 86.0%, owing to progress in passing higher fuel and other costs on to customers, a prolonged record hot spell, and solid transactions with major customers, including drugstores and discount stores.」
Against a backdrop of continued cost increases and thrift-oriented consumption, revenue and profit exceeded the same period of the previous year due to progress in price pass-through, extreme heat and firm transactions with major customers. - FY2024-Q1Recovery in Revenue and Profit as Price Pass-Through Advances, While Thrift-Oriented Consumption ContinuesAnnual report
「In the food distribution and supermarket businesses in which we operate, the pass-through of higher raw material, labor and fuel costs is creating a challenging operating environment in which consumers are becoming increasingly focused on saving.」
Although the operating environment remains challenging as higher raw material, labor and fuel costs are passed through to prices and consumers become more focused on saving, revenue and profit exceeded the same quarter of the previous year due in part to progress in price pass-through. - FY2023Full-Year Results: Profit Pressure from Firm Demand and Higher CostsAnnual report
「In the food distribution and supermarket businesses in which we operate, demand for food remained firm as new lifestyles became established. However, the rapid pass-through of higher prices resulting from soaring global raw material prices and the weaker yen has raised concerns that consumers will become increasingly focused on thrift and low prices, creating a challenging operating environment.」
The company explains that food demand remains firm, while soaring raw material prices, the weaker yen, price pass-through and consumers’ thrift-oriented behavior are creating a challenging operating environment. - FY2023-Q3RestatedAnnual report
「In the food distribution and supermarket businesses in which we operate, demand for food remained firm as new lifestyles became established. However, the rapid pass-through of higher prices resulting from soaring global raw material prices and the weaker yen has raised concerns that consumers will become increasingly focused on thrift and low prices, creating a challenging operating environment.」
The company is concerned that, although demand for food remains firm, consumers will become increasingly focused on saving and low prices against a backdrop of soaring raw material prices and the weaker yen. - FY2023-Q2Profit Pressure from Firm Demand, Thrift-Oriented Consumption and Higher CostsAnnual report
「In the food distribution and supermarket businesses in which we operate, demand for food remained firm as new lifestyles became established. However, the rapid pass-through of higher prices resulting from soaring global raw material prices and the weaker yen has raised concerns that consumers will become increasingly focused on thrift and low prices, creating a challenging operating environment.」
The company is concerned that, although demand for food remains firm, consumers will become increasingly focused on saving and low prices against a backdrop of soaring raw material prices and the weaker yen. - FY2023-Q1Revenue Growth and Profit Decline Due to Higher Costs Despite Firm DemandAnnual report
「In the food distribution and supermarket businesses in which we operate, demand for food remained firm as new lifestyles became established. However, the rapid pass-through of higher prices resulting from soaring global raw material prices and the weaker yen has raised concerns that consumer sentiment will shift toward thrift and low prices, creating a challenging operating environment.」
The company explains that demand for food remains firm, but the operating environment is challenging due to concerns that consumers will become more focused on saving and low prices amid the pass-through of higher raw material prices and the weaker yen. - FY2022Sales Supported by Firm Demand After the End of Stay-at-Home Demand and Expansion of the Frozen Foods MarketAnnual report
「Although the so-called stay-at-home demand resulting from the spread of COVID-19 in the previous year had run its course, demand for food remained firm as restrictions on going out and new lifestyles became established.」
Although stay-at-home demand had run its course, demand for food and the household frozen foods market remained firm, and revenue increased to ¥42,264 million. However, operating profit declined 55.8% year on year to ¥353 million due to fuel costs and the cost of opening logistics centers. - FY2022-Q3Sales Supported by Expansion of the Frozen Foods Market Amid the Reversal of Stay-at-Home DemandAnnual report
「In the frozen-food business, despite the effects of abnormal weather, including record heavy and prolonged rain and low temperatures in summer, and the reversal of stay-at-home demand following the spread of COVID-19 the previous year, sales increased 7.1% year on year to ¥26,058 million owing to market expansion for frozen foods and new store openings by customers. Segment profit was ¥434 million, down 21.4%.」
While the reversal of stay-at-home demand and adverse weather continued, revenue in the frozen foods business increased due to expansion of the frozen foods market and new store openings by customers, but segment profit declined. - FY2022-Q2RestatedAnnual report
「In the frozen foods business, despite the effects of unusual weather, including record heavy and prolonged rain and low temperatures in summer, and the reversal of stay-at-home demand following the spread of COVID-19 in the previous year, revenue was ¥18,233 million and segment profit was ¥475 million, due to increased demand for meals prepared at home as people watched the Tokyo Olympics and Paralympics at home, which were held without spectators, as well as expansion of the frozen foods market.」
The company explains that, while the reversal of stay-at-home demand continued, demand for meals prepared at home as people watched events from home and expansion of the frozen foods market provided support. - FY2022-Q1Shift in the Demand Structure Following the End of Stay-at-Home DemandAnnual report
「Although the so-called stay-at-home demand resulting from the spread of COVID-19 in the previous year had run its course, demand for food remained firm as restrictions on going out and new lifestyles became established.」
The company states that stay-at-home demand, which supported sales and profit improvement in the previous fiscal year, had run its course and created a reversal this fiscal year, while demand for food remained firm. - FY2021First statedAnnual report
「We steadily captured so-called stay-at-home demand resulting from the impact of COVID-19, resulting in revenue of ¥40,551 million, up 10.4% year on year, and gross profit of ¥7,447 million, up 8.8% year on year.」
The company reports that, for the fiscal year, it captured stay-at-home demand and increased revenue and gross profit. Operating profit was ¥800 million, up 451.1% year on year.