Fierce Competition and Changing Demand in the Food-Service Industry
First written in FY2017-Q1. 15 of 23 entries say "Restated". Latest entry: 2026-05-12.
VIA Holdings moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 41 of 48 companies on the "Worse" side.
19 other companies' latest entry also says "Worsened".
- 2026-05-12WorsenedFinancial results briefing materials
「Use of restaurants showed a “selective” pattern, with customer visit frequency temporarily declining as consumers became more inclined to economize.」
An increased inclination to economize and a temporary decline in customer visit frequency were described as changes in the demand environment. - FY2026-H1WorsenedAnnual report
「In the foodservice industry, demand, including inbound demand, is on a recovery trend, but the difficult business environment continues due to the severe labour shortage and increasing cost burdens. In particular, as the decline in Japan’s working-age population has begun to accelerate, not only labour costs but also working styles, working conditions and the recruitment environment have changed significantly.」
While recognising the recovery in demand, it describes changes in working styles, working conditions and the recruitment environment resulting from the severe labour shortage and increasing cost burdens, as well as the decline in the working-age population. - FY2025RestatedAnnual report
「In the foodservice industry, demand, including inbound demand, is on a recovery trend. However, the business environment remains difficult due to higher raw material prices caused by the weaker yen and a worsening labour shortage. In addition, as wage increases and inflation continue, consumers are showing a stronger tendency toward selective spending.」
It describes a difficult competitive and demand environment marked by recovering demand but higher raw material prices, labour shortages, wage increases and inflation, and selective spending. - FY2023WorsenedAnnual report
「In the foodservice industry, the spread of the novel coronavirus disease has significantly affected consumer sentiment, creating a need to respond to new demands arising from lifestyle changes such as the spread of telework and people refraining from eating out. Competition to attract customers is becoming increasingly intense.」
It states that responding to new demand arising from people refraining from eating out and the spread of telework is necessary, and that competition to attract customers has intensified further. - FY2023-Q2RestatedAnnual report
「In the foodservice industry, customer traffic has declined due to lifestyle changes such as the spread of telework and people refraining from going out, and social-distancing operations to protect the safety and security of customers and employees, all resulting from the novel coronavirus disease. Competition to attract customers, including from the prepared-food industry, is becoming increasingly intense, and the extremely serious business environment continues.」
It continues to describe a serious competitive environment marked by declining customer traffic due to telework and people refraining from going out, together with intensifying competition to attract customers, including from the prepared-food industry. - FY2022-Q2RestatedAnnual report
「Competition to attract customers, including from the prepared-food industry, is becoming increasingly intense, and the extremely serious business environment continues.」
It continues to describe intensifying competition to attract customers, including from the foodservice and prepared-food industries, and the serious business environment. - FY2022-Q1RestatedAnnual report
「In the foodservice industry, customer traffic has declined due to shorter business hours, a ban on serving alcoholic beverages, lower inbound demand, lifestyle changes such as the spread of telework and people refraining from going out, and social-distancing operations to protect the safety and security of customers and employees, all resulting from the novel coronavirus disease. Competition to attract customers, including from the prepared-food industry, is becoming increasingly intense, and the extremely serious business environment continues.」
It continues to recognise the foodservice industry as facing a serious environment marked by shorter business hours, declining customer traffic and intensifying competition to attract customers, including from the prepared-food industry. - FY2021WorsenedAnnual report
「In the foodservice industry, customer traffic has declined due to shorter business hours, lower inbound demand, lifestyle changes such as the spread of telework and people refraining from going out, and social-distancing operations to protect the safety and security of customers and employees, all resulting from the recent novel coronavirus disease. Competition to attract customers, including from the prepared-food industry, is becoming increasingly intense, and the extremely serious business environment continues.」
It describes the extremely serious competitive environment between the foodservice and prepared-food industries, adding shorter business hours, declining customer traffic and lifestyle changes associated with the disease. - FY2021-Q2RestatedAnnual report
「In the foodservice industry, customer traffic has been significantly affected by declining visitor numbers resulting from requests to refrain from going out, suspend business operations and shorten business hours issued by local governments, among other factors. Competition to attract customers, including from the prepared-food industry, is becoming increasingly intense, and the extremely serious business environment continues.」
It continues to describe declining customer traffic due to requests to refrain from going out, suspend business operations and shorten business hours, together with intensifying competition to attract customers, including from the prepared-food industry. - FY2021-Q1WorsenedAnnual report
「In the foodservice industry, customer traffic has been significantly affected by declining visitor numbers resulting from requests to refrain from going out, suspend business operations and shorten business hours issued by local governments, among other factors. Competition to attract customers, including from the prepared-food industry, is becoming increasingly intense, and the extremely serious business environment continues.」
In addition to intensifying competition to attract customers, including from the prepared-food industry, it cites declining customer traffic due to requests to refrain from going out, suspend business operations and shorten business hours, and describes the business environment as extremely serious. - FY2020WorsenedAnnual report
「In the foodservice industry, competition to attract customers, including from the prepared-food industry, is becoming increasingly intense. In addition to higher labour costs due to the prolonged labour shortage, the business environment is becoming even more difficult because of higher logistics costs and surging raw material costs resulting from adverse weather and other factors. Moreover, a substantial decline in sales due to the spread of the novel coronavirus disease is a concern, and the extremely serious situation continues.」
In addition to the existing competition and increases in labour, logistics and raw material costs, it describes concerns about a substantial decline in sales due to the spread of the disease. - FY2020-Q3RestatedAnnual report
「In the foodservice industry, competition to attract customers, including from the prepared-food industry, is becoming increasingly intense. In addition to higher labour costs due to the prolonged labour shortage, the business environment is becoming even more difficult because of higher logistics costs and surging raw material costs resulting from adverse weather and other factors.」
It continues to recognise that a difficult business environment persists due to competition to attract customers, including from the prepared-food industry, and rising labour, logistics and raw material costs. - FY2019WorsenedAnnual report
「In the foodservice industry, competition to attract customers, including from the prepared-food industry, is becoming increasingly intense. In addition to higher labour costs due to the prolonged labour shortage, the business environment is becoming even more difficult because of higher logistics costs and surging raw material costs resulting from adverse weather and other factors.」
It states that the scope of competition has expanded to competition to attract customers, including from the prepared-food industry, and that the business environment, including competition, labour costs, logistics costs and raw material costs, has become even more difficult. - FY2019-Q3RestatedAnnual report
「In the foodservice industry, performance varies by business format. While the fast-food format performed well, the izakaya format continued to struggle. The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It continues to describe a competitive environment shaped by differences in performance by business format, difficulties in the izakaya format, substitution by other industries and changes in needs. - FY2019-Q1RestatedAnnual report
「In the foodservice industry, performance varies by business format. While the fast-food format performed well, the izakaya format continued to struggle. The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It continues to describe a competitive environment shaped by differences in performance by business format, difficulties in the izakaya format, substitution by other industries and changes in needs. - FY2018RestatedAnnual report
「Compared with other industries, the foodservice industry has low barriers to entry and many new entrants. In addition, price competition due to sluggish private consumption has resulted in continued intense competition.」
It continues to describe a difficult competitive environment against a backdrop of new entrants, sluggish private consumption and price competition. - FY2018-Q3RestatedAnnual report
「In the foodservice industry, performance varies by business format. While the fast-food format performed well, the izakaya format continued to struggle. The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It continues to describe differences in performance by business format, difficulties in the izakaya format, substitution by other industries, changes in needs and intense competition. - FY2018-Q2RestatedAnnual report
「In the foodservice industry, performance varies by business format. While the fast-food format performed well, the izakaya format continued to struggle. The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It continues to describe differences in performance by business format, substitution by other industries, changes in needs and intense competition. - FY2018-Q1RestatedAnnual report
「In the foodservice industry, performance varies by business format. While the fast-food format performed well, the izakaya format continued to struggle. The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It continues to describe differences in performance by business format, difficulties in the izakaya format and a competitive environment shaped by substitution by other industries and changes in customer needs. - FY2017RestatedAnnual report
「In the foodservice industry, performance varies by business format. While the fast-food format performed well, the izakaya format continued to struggle. The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It continues to identify differences in performance by business format, substitution by other industries, changes in needs and intense competition as industry conditions. - FY2017-Q3RestatedAnnual report
「In the foodservice industry, performance varies by business format. While the fast-food format performed well, the izakaya format continued to struggle. The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It continues to describe variations in performance by business format, difficulties in the izakaya format, substitution by other industries and intense competition against a backdrop of changing needs. - FY2017-Q2RestatedAnnual report
「In the foodservice industry, the pace of recovery in consumption remains uneven across business formats, and demand has not yet fully recovered across the industry. The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It continues to identify delayed demand recovery, substitution by other industries, changes in needs and intense competition as industry conditions. - FY2017-Q1First statedAnnual report
「The industry as a whole remains intensely competitive due to substitution by other industries and changes in customer needs, among other factors.」
It states that competition continues against a backdrop of substitution by other industries and changes in customer needs.