Growth in Stay-at-Home, At-Home Dining and Hygiene Product Demand
First written in FY2021-Q1. 3 of 7 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2023.
Life moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).
The whole theme swung hardest in 2023: 5 of 15 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- FY2023WorsenedAnnual report
「There are concerns that demand for eating at home and consumer sentiment, both of which increased during the COVID-19 pandemic, may decline as the response to the pandemic is revised, among other factors.」
The document states that demand for eating at home, which increased during the pandemic, may decline as the response to the pandemic is revised. - FY2023-Q1WorsenedAnnual report
「Demand for eating at home generated by the COVID-19 pandemic has also begun to level off」
The document states that demand for eating at home, which increased during the COVID-19 pandemic, has entered a phase of settling down from its previous elevated level. - FY2022-Q3WorsenedAnnual report
「Although demand for eating at home brought about by COVID-19 remained elevated, signs of weakening have emerged. With the recovery in personal income and consumer sentiment limited」
The document states that the previously sustained increase in demand for eating at home has shown signs of weakening and indicates that the recovery in personal income and consumer sentiment has also been limited, pointing to a weaker demand environment. - FY2022-Q2Added a demand factorAnnual report
「The increase in demand for eating at home brought about by COVID-19 has continued, while additional demand from watching the Tokyo Olympics and Paralympics at home, which were held without spectators, has also contributed, and conditions have remained firm.」
In addition to continued demand for eating at home, the document identifies increased demand from watching the Tokyo Olympics and Paralympics at home, which were held without spectators, as a new demand factor. - FY2022-Q1RestatedAnnual report
「The increase in demand for eating at home brought about by COVID-19 has continued, and conditions have remained firm.」
The document states that the increase in demand for eating at home caused by COVID-19 has continued and that conditions in the food supermarket sector have remained firm. - FY2021-Q2RestatedAnnual report
「Despite these economic conditions, the food supermarket sector, in which our Group operates, has seen recent sales growth as demand has increased with changes in lifestyles brought about by COVID-19.」
The document states that recent sales growth at food supermarkets has continued against the backdrop of lifestyle changes caused by COVID-19. - FY2021-Q1First statedAnnual report
「New lifestyles, including refraining from nonessential outings, promoting telework and studying from home, sharply stimulated stay-at-home and at-home dining demand, resulting in a significant expansion in sales in the immediate term.」
Describes the structural expansion of stay-at-home and at-home dining demand and the resulting significant increase in near-term supermarket sales.