Recovery in consumer spending in the food-service industry after the lifting of restrictions
First written in FY2022-Q2. 8 of 12 entries say "Advanced", first in FY2023-Q2. Latest entry: FY2026-H1.
1 other company's latest entry also says "Advanced".
- FY2026-H1AdvancedAnnual report
「Although the number of visitors to Japan from China stagnated against a backdrop of political and geopolitical risks arising from deteriorating Japan-China relations, travelers from South Korea, Taiwan, the United States and elsewhere strongly drove the overall market. As a result, the number of foreign visitors to Japan reached a record high for a single month in March 2026, while the cumulative total through March exceeded 10 million for the second consecutive year, following the previous year, indicating exceptionally strong activity.」
Although the number of visitors from China stagnated, travelers from other regions supported the market, with the number of foreign visitors to Japan reaching a record high for a single month in March 2026 and the cumulative total exceeding 10 million. - FY2025-H1AdvancedAnnual report
「The local business industry in which our clients operate has remained solid, particularly in foodservice, against a backdrop of the government's policies to expand inbound consumption and the domestic economy's recovery trend.」
The previous view of a recovery in demand following the lifting of activity restrictions is now reflected in solid performance, particularly in foodservice, supported by inbound tourism policies and the recovery of the domestic economy. - FY2024AdvancedAnnual report
「Against a backdrop of the yen's historic depreciation, the number of foreign visitors to Japan has remained above 2019 levels, before the spread of COVID-19, and the inbound market has been thriving, particularly in accommodation and food services.」
In addition to the recovery in domestic foot traffic and consumer spending, the number of foreign visitors to Japan exceeded 2019 levels, improving the demand environment, particularly for accommodation and food services. - FY2024-Q2AdvancedAnnual report
「In addition to the recovery in domestic foot traffic, inbound demand remained strong. The number of foreign visitors to Japan reached a record high for a single month in March 2024, exceeding 3 million for the first time, and activity was brisk, particularly in tourism.」
In addition to the recovery in domestic foot traffic, the number of foreign visitors to Japan exceeded 3 million in a single month for the first time in March 2024, providing further concrete evidence of the recovery in inbound demand. - FY2024-Q1AdvancedAnnual report
「As Japan approached its first year-end after COVID-19 was downgraded to Category V under the legal framework, economic activity was returning to normal, particularly through visits to hometowns and travel, and the economy was gradually recovering.」
The company describes a normalization of economic activity and an economic recovery driven by visits to hometowns and travel during the first year-end after the move to Category V. - FY2023AdvancedAnnual report
「As travel and visits to hometowns during the Bon holiday became more active and events such as fireworks displays and festivals resumed, foot traffic increased, resulting in higher customer numbers and average spend per customer. The recovery trend has continued, albeit gradually.」
The company describes a business environment in which customer numbers and average spend per customer at local businesses recovered, supported by the absence of activity restrictions, travel and visits to hometowns, and the resumption of events. - FY2023-Q3AdvancedAnnual report
「Demand began to recover after COVID-19 was downgraded to Category 5 under the Infectious Diseases Control Law in May and the government no longer required activity restrictions.」
The company explains that demand for local businesses recovered as the disease was reclassified under the Infectious Diseases Control Law as a Category V disease and activity restrictions were lifted. - FY2023-Q2AdvancedAnnual report
「Japan experienced its first year-end and New Year period in 3 years without activity restrictions. Against a backdrop that included the easing of mask-wearing rules and the decision to downgrade the legal classification of COVID-19 from the previous Category 2 to Category 5, equivalent to seasonal influenza, from May 2023, activity levels recovered, particularly in the restaurant industry.」
The company describes a business environment in which foot traffic began to recover, particularly in the foodservice industry, as Japan experienced its first year-end and New Year holiday season in 3 years without restrictions on activities. - FY2023-Q1RestatedAnnual report
「Consumer spending showed a gradual recovery, partly as a result of the government's various measures to address the spread of COVID-19, including the easing of restrictions on activities」
The company continues to describe a business environment in which consumer spending is gradually recovering after restrictions were eased. - FY2022RestatedAnnual report
「As restrictions on activities related to COVID-19 were eased, border-control measures for foreign visitors were also gradually relaxed, including revisions to the daily cap on arrivals and the resumption, from September 2022, of package tours without tour escorts.」
The company describes expectations for a recovery in consumer spending and local businesses as restrictions are eased, while also noting the risk of slower sales growth if infections spread again. - FY2022-Q3RestatedAnnual report
「Although consumer activity is gradually returning to normal as restrictions are eased」
The company continues to describe a business environment of recovering and normalizing consumer activity following the lifting of restrictions. - FY2022-Q2First statedAnnual report
「In March, the quasi-emergency measures to prevent the spread of COVID-19 were lifted. Consumer spending, particularly in the foodservice industry, was gradually recovering, with some signs of improvement.」
The company describes a business environment in which consumer spending in the foodservice industry is gradually recovering following the lifting of infection-control measures.