Changes in demand for prepared meals and customer preferences
First written in FY2021. 4 of 6 entries say "Restated". Latest entry: FY2025.
TAKAYOSHI Holdings moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 9 of 14 companies on the "Worse" side.
6 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「If demand for prepared meals declines in line with future changes in customer preferences or social conditions, this may affect the Company's operating results and financial condition.」
The risk relating to changes in demand for prepared meals, including boxed meals, prepared side dishes and Japanese confectionery, continues to be disclosed. - FY2025-H1WorsenedAnnual report
「However, uncertainty continues amid rising raw material prices, utility costs and personnel expenses, a worsening shortage of human resources, and increasingly frugal consumer attitudes resulting from persistent inflation.」
The disclosure states that consumers are becoming more frugal against a backdrop of rising prices, indicating heightened external-environment concerns regarding changes in customer preferences and consumer behavior. - FY2024RestatedAnnual report
「If demand for prepared meals declines in line with future changes in customer preferences or social conditions, this may affect the Company's operating results and financial condition.」
The risk relating to changes in demand for prepared meals, including boxed meals, prepared side dishes and Japanese confectionery, continues to be disclosed. - FY2024-Q2RestatedAnnual report
「During the cumulative second-quarter period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The disclosure states that there have been no material changes from the previous fiscal year concerning risks related to changes in demand for prepared meals and customer preferences. - FY2023RestatedAnnual report
「If demand for prepared meals declines in line with future changes in customer preferences or social conditions, this may affect the Company's operating results and financial condition.」
The risk relating to changes in demand for prepared meals, including boxed meals, prepared side dishes and Japanese confectionery, continues to be disclosed. - FY2021First statedAnnual report
「If demand for prepared meals declines in line with future changes in customer preferences or social conditions, this may affect the Company's operating results and financial condition.」
The Company cites increases in listings of prepared-meal products, including boxed meals, prepared side dishes and Japanese confectionery, as well as an increase in gross merchandise value, as contributing factors.