Reliance on the Café Business and Price Competition
First written in FY2016. 17 of 20 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2025: 22 of 60 companies on the "Worse" side.
49 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「Most of the Group's revenue comes from its cafe and related businesses, making its performance susceptible to conditions surrounding the cafe business. Competition is intensifying, with many competitors offering low prices.」
The company continues to identify its concentration of revenue in the cafe business and intensifying competition with low-priced peers as key risks. - FY2023RestatedAnnual report
「Most of the Group's revenue comes from its cafe business, making its performance susceptible to conditions surrounding that business. Competition is intensifying, with many competitors offering low prices.」
The company continues to identify dependence on the cafe business and intensifying competition with low-priced peers as key risks. - FY2021RestatedAnnual report
「Most of the Group's revenue comes from its cafe business, making its performance susceptible to conditions surrounding that business. Competition is intensifying, with many competitors offering low prices.」
The company continues to identify dependence on the cafe business and intensifying competition with low-priced peers as key risks. - FY2021-Q1RestatedAnnual report
「The cafe industry to which the Group belongs is expected to remain in an extremely challenging operating environment due to the impact of requests for voluntary restraint from going out and other measures accompanying the spread of COVID-19.」
The company continues from the previous fiscal year to describe the cafe industry's challenging environment resulting from COVID-19 and requests for voluntary restraint from going out. - FY2020WorsenedAnnual report
「The cafe industry to which the Group belongs is facing an extremely challenging operating environment due to difficulty recruiting personnel caused by the declining birth rate, higher unit wages, higher rents, and declining customer traffic resulting from the spread of COVID-19.」
In addition to the previously cited burdens relating to labor, wages, rents and competition, the company explicitly identifies declining customer traffic due to COVID-19 and describes the cafe industry's environment as extremely challenging. - FY2020-Q3RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with difficulty recruiting personnel due to the declining birth rate, higher unit wages, higher rents, and intensifying competition among companies in selecting store locations.」
The company continues to describe the cafe industry's challenging environment resulting from difficulty recruiting personnel due to the declining birth rate, higher unit wages, higher rents and intensifying competition. - FY2020-Q2RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, higher rents, and intensifying competition among companies in selecting store locations.」
The company continues to describe the cafe industry's challenging operating environment resulting from difficulty recruiting personnel, rising labor costs, higher rents and intensifying competition. - FY2020-Q1RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher labor costs resulting from difficulty recruiting personnel, higher rents and intensifying competition among companies.」
The company continues to describe the cafe industry's challenging operating environment resulting from difficulty recruiting personnel, rising labor costs, higher rents and intensifying competition. - FY2019RestatedAnnual report
「Most of the Group's revenue comes from its cafe business, making its performance susceptible to conditions surrounding that business. Competition is intensifying, with many competitors offering low prices. The Group plans to reduce costs and respond to price competition in order to secure market share in an expanding market, but if these measures do not work effectively, they could affect future performance.」
The company continues to cite dependence on the cafe business, competition with low-priced peers, and the risk that failure to reduce costs or respond to price competition could affect performance. - FY2019-Q3WorsenedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with difficulty recruiting personnel due to the declining birth rate, higher unit wages, higher rents, and intensifying competition among companies in selecting store locations.」
In addition to the previously cited difficulty recruiting personnel, rising labor costs, higher rents and intensifying competition, the company explicitly identifies the declining birth rate and higher unit wages, expanding its description of factors burdening the industry environment. - FY2019-Q2RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, higher rents, and intensifying competition among companies in selecting store locations.」
The company continues to describe rising labor costs resulting from difficulty recruiting personnel, higher rents and intensifying competition as factors contributing to the cafe industry's challenging operating environment. - FY2019-Q1RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with rising labor costs resulting from difficulty recruiting personnel due to changes in labor demand, higher rents, and intensifying competition among companies in selecting store locations.」
The company continues to describe difficulty recruiting personnel, rising labor costs, higher rents and intensifying competition as factors contributing to the cafe industry's challenging operating environment. - FY2018RestatedAnnual report
「Most of the Group's revenue comes from its cafe business, making its performance susceptible to conditions surrounding that business. Competition is intensifying, with many competitors offering low prices. The Group plans to reduce costs and respond to price competition in order to secure market share in an expanding market, but if these measures do not work effectively, they could affect future performance.」
The company continues to describe its dependence on the cafe business, competition with low-priced peers, and the potential impact on performance if measures to address price competition are ineffective. - FY2018-Q3RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices, rising labor costs resulting from difficulty recruiting personnel due to changes in labor demand, and intensifying competition among companies in selecting store locations.」
The company continues to describe higher raw material prices, rising labor costs resulting from difficulty recruiting personnel, and intensifying competition for store locations as factors contributing to a challenging operating environment. - FY2018-Q2RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices, rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, and intensifying competition among companies in selecting store locations.」
The company continues to describe the challenging operating environment surrounding the cafe business and intensifying competition. - FY2018-Q1RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices, rising labor costs resulting from difficulty recruiting personnel due to changes in labor supply and demand, and intensifying competition among companies in selecting store locations.」
The company continues to describe the cafe industry's challenging operating environment and intensifying competition. - FY2017RestatedAnnual report
「Most of the Group's revenue comes from its cafe business, making its performance susceptible to conditions surrounding that business. Price competition in the cafe industry is intense, and average customer spending is declining across all formats, creating a need to address costs.」
The company continues to describe the risk that dependence on the cafe business, price competition and lower average customer spending could affect performance. - FY2017-Q3RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices and labor costs, as well as intensifying competition among companies in selecting store locations.」
The company continues to describe rising raw material prices and labor costs and intensifying competition for store locations as factors contributing to a challenging operating environment. - FY2017-Q2RestatedAnnual report
「The cafe industry to which the Group belongs remains in a challenging operating environment, with higher raw material prices and labor costs, as well as intensifying competition among companies in selecting store locations.」
The company continues to describe intensifying competition surrounding the cafe business and a challenging operating environment. - FY2016First statedAnnual report
「Most of the Group's revenue comes from its cafe business, making its performance susceptible to conditions surrounding that business. Price competition in the cafe industry is intense, and average customer spending is declining across all formats, creating a need to address costs.」
The company states that its concentration of revenue in the cafe business and the decline in performance that could result from price competition and lower average customer spending are risks.