Uncertainty in the Food Raw Materials Market Due to a Declining Birthrate, an Aging Population and Stagnant Personal Consumption
First written in FY2017-Q2. 5 of 13 entries say "Worsened", first in FY2018. Latest entry: FY2025-H1.
Astena Holdings moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 9 of 14 companies on the "Worse" side.
5 other companies' latest entry also says "Worsened".
- FY2025-H1WorsenedAnnual report
「In the food ingredients division, demand recovered as consumer concerns over certain foods with function claims subsided, but overall demand remained sluggish due to price revisions accompanying higher raw material and labour costs and consumers' increasingly frugal spending patterns.」
While demand recovered as concerns over foods with function claims subsided, overall demand remained sluggish due to higher raw material and labour costs and consumers' increasingly frugal spending patterns. - FY2022WorsenedAnnual report
「In the food ingredients market, higher raw material, energy and logistics costs and the impact of the yen's depreciation were seen across the market, while a succession of price increases negatively affected consumer sentiment.」
In addition to the market's previous maturation and demand fluctuations, surging raw material, energy and logistics costs and the yen's depreciation affected consumer sentiment in the food ingredients market. - FY2022-Q2WorsenedAnnual report
「In the HBC and food businesses, foot traffic increased and consumption began to recover following the lifting of priority preventive measures, but the market environment remains difficult to predict due to surging raw material and logistics costs, stagnation in China's supply chain, geopolitical risks and the yen's rapid depreciation.」
While consumption began to recover, surging raw material and logistics costs, stagnation in China's supply chain, geopolitical risks and the yen's rapid depreciation emerged as risks in the food and HBC markets. - FY2021-Q3Shift to firm performance in food ingredientsAnnual report
「In the food ingredients and functional food ingredients fields, strengthened sales capabilities led to continued positive customer evaluations even after the “staying-at-home” demand seen during the COVID-19 pandemic, and business remained firm.」
Although business demand remained sluggish, food ingredients and functional food ingredients performed firmly even after the stay-at-home demand period, supported by stronger sales capabilities. - FY2021-Q2Weak business demand coexisted with strong stay-at-home demand and demand for immune-support productsAnnual report
「In the food ingredients market, business-to-business demand remained sluggish due to the impact of COVID-19, but the market performed well, supported by strong demand for “staying-at-home” consumption and, in particular, products expected to enhance immune function.」
While demand for business use remained sluggish, demand for stay-at-home products and products expected to enhance immunity was strong. - FY2020-Q2MaterialisedAnnual report
「In the food ingredients market, overall performance remained sluggish because, although growth was seen in demand for staying at home during the COVID-19 pandemic, business demand declined substantially.」
While some growth was seen in stay-at-home demand in the food ingredients market, the substantial decline in business demand was reflected in actual results. - FY2020-Q1MaterialisedAnnual report
「However, overall performance remained sluggish due to the impact of lower inbound consumption resulting from a decline in foreign visitors to Japan.」
The decline in foreign visitors to Japan and lower inbound consumption were reflected in weak actual performance in the HBC and food businesses. - FY2019-Q3WorsenedAnnual report
「As a result, sales declined due to customers discontinuing products and adjusting inventories, but overall performance remained flat due to increased demand for ingredients for health-oriented foods and other factors.」
Customers discontinuing food products and inventory adjustments in the food ingredients market emerged in actual results as declines in sales. - FY2019-Q2RestatedAnnual report
「In the food ingredients market, as the domestic market continued to mature, the company was required to respond to diversifying consumer needs, measures addressing food safety and security, the establishment of a stable supply system suited to changing conditions, and rising labor and logistics costs due to labor shortages.」
Addressing the maturation of the domestic market, increasingly diverse consumer needs, food safety and security, stable supply, and rising costs resulting from labour shortages continues to be regarded as a challenge. - FY2018WorsenedAnnual report
「In the food ingredients market, as the domestic market continued to mature, the company was required to respond to diversifying consumer needs, measures addressing food safety and security, the establishment of a stable supply system suited to changing conditions, and rising labor and logistics costs due to labor shortages.」
In addition to the maturation of the food market and increasingly diverse consumer needs, rising labour and logistics costs resulting from labour shortages were identified as new challenges requiring action. - FY2018-Q2RestatedAnnual report
「In the food ingredients market, as the domestic market continued to mature, the company was required to respond to diversifying consumer needs, measures addressing food safety and security, the establishment of a stable supply system suited to changing conditions, and labor shortages becoming a limiting factor.」
Recognition of the challenges facing the food ingredients market, centered on the maturation of the domestic market and increasingly diverse consumer needs, has continued. - FY2017SoftenedAnnual report
「In the food ingredients market, as the domestic market continued to mature, the company was required to respond to diversifying consumer needs, measures addressing food safety and security, including food defense, and labor shortages becoming a limiting factor.」
The description changed from the declining birthrate and aging population and stagnant personal consumption to one focused on the maturation of the domestic market and increasingly diverse consumer needs. - FY2017-Q2First statedAnnual report
「In the food ingredients market, amid the progressing decline in the birthrate and aging of the population in Japan, the market environment has remained uncertain, with signs of stagnation in personal consumption.」
For the food ingredients market, uncertainty about the outlook stemming from the declining birthrate and aging population and stagnant personal consumption was newly identified.