Concerns About Labor Shortages in the Food-Service Industry
First written in FY2018-Q3. 2 of 7 entries say "Dropped", first in FY2018. Latest entry: FY2023.
Area Quest 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: 5 of 9 companies on the "Worse" side.
0 other companies' latest entry also says "Dropped".
- FY2023DroppedAnnual report
「The Japanese economy has continued to recover toward normalization as social restrictions on people infected with COVID-19 have been eased.」
In the explanation of the current-year operating environment and business and other risks, the previously disclosed concern about labor shortages in the food service industry is not mentioned separately. - FY2023-Q2RestatedAnnual report
「During the first six months of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the securities report for the previous fiscal year.」
The disclosure states that there have been no material changes to existing business and other risks, including concerns about labor shortages in the food service industry. - FY2021-Q2RestatedAnnual report
「During the first six months of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the securities report for the previous fiscal year.」
The disclosure states that there have been no material changes to existing business and other risks. - FY2020-Q2WorsenedAnnual report
「Our customers, companies opening stores in the retail and food service sectors, continue to face challenging conditions, including concerns about the impact of the novel virus on inbound tourism, worsening labor shortages, and intensifying competition among companies, including those in other industries.」
The description of labor shortages has changed from a conventional concern to a situation that is becoming serious, and the conditions surrounding customer companies are described as challenging. - FY2020-Q1WorsenedAnnual report
「The challenging operating environment has continued, including rising labor and logistics costs resulting from labor shortages.」
The previously disclosed concern about labor shortages in the food service industry is again described as an ongoing challenging operating environment accompanied by rising labor and logistics costs. - FY2018DroppedAnnual report
「In the real estate market, supported by strong corporate earnings, vacancy rates have declined and rents have continued to rise moderately in central Tokyo, leaving market conditions firm in the near term.」
In the FY2018 full-year operating environment, the reference to labor shortages in the food service industry has been replaced by a discussion focused on the real estate market. - FY2018-Q3First statedAnnual report
「Although labor shortages remain a concern in the food service industry, business performance has been showing signs of improvement.」
This is the first disclosure identifying concerns about labor shortages in the food service industry as part of the external operating environment.