Komori
Kato Sangyo (9869) · RiskReframed

Changes in Food Demand Following the Spread of COVID-19

First written in FY2020-Q2. 7 of 12 entries say "Reframed", first in FY2020-Q3. Latest entry: FY2024-Q1.

12entries
5years
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How it moved
ProgressHeldSoftenedWorseReframedFY2021-Q3 – FY2023-Q1MaterialisedFY2023-Q22020: 220202021: 320212022: 320222023: 320232024: 1
Same theme, other companies
Demand shift from sluggish commercial demand due to COVID-19 toward stay-at-home consumptionA theme 8 companies write about · 5 as a headwind · 1 as a tailwind

Kato Sangyo moved to the "Worse" side of this theme in 2024.

The whole theme swung hardest in 2021: 3 of 8 companies on the "Worse" side.

0 other companies' latest entry also says "Reframed".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1ReframedAnnual report

    「Although demand related to eating out showed signs of recovery and demand related to household consumption remained firm, there were concerns that increasingly cost-conscious behavior amid rising prices would further cool consumer sentiment.」

    The company indicated recovering demand related to eating out and firm household consumption, while concerns over cooling consumer sentiment due to rising prices and cost-conscious behavior intensified.
  2. FY2023MitigatedAnnual report

    「Although demand related to eating out showed signs of recovery following the lifting of restrictions on movement imposed during the pandemic, demand related to household consumption, although firm, was affected by increasingly cost-conscious behavior amid rising prices, and the resulting cooling of consumer sentiment became evident.」

    Demand related to eating out recovered following the lifting of restrictions on movement, moving from the previous weakness in eating-out demand into a phase of normalized economic activity. Meanwhile, cooling consumer sentiment due to rising prices became evident.
  3. FY2023-Q2MaterialisedAnnual report

    「Although demand related to eating out showed signs of recovery following the lifting of restrictions on movement imposed during the pandemic, demand related to household consumption, although firm, was affected by increasingly cost-conscious behavior amid rising prices, and the resulting cooling of consumer sentiment became evident.」

    Regarding cooling consumer sentiment due to rising prices and cost-conscious behavior, the description progressed from the previous “signs” to “becoming evident,” indicating that the impact on demand had actually emerged.
  4. FY2023-Q1ReframedAnnual report

    「As consumers' lifestyles changed significantly due to the impact of the novel coronavirus, demand related to eating out showed signs of recovery following the lifting of restrictions on movement imposed during the pandemic, while demand related to household consumption, although firm, began to show signs of cooling consumer sentiment as cost-conscious behavior intensified amid rising prices.」

    Regarding changes in demand caused by the pandemic, the company continued to indicate recovering demand for eating out and firm household consumption, while newly indicating signs of cooling consumer sentiment due to rising prices and cost-conscious behavior.
  5. FY2022-Q3ReframedAnnual report

    「As consumers' lifestyles changed significantly due to the impact of the novel coronavirus, demand related to eating out showed signs of recovery following the lifting of restrictions on movement imposed during the pandemic, while demand related to household consumption, although firm, began to show signs of leveling off.」

    Regarding changes in demand due to the novel coronavirus, the description shifted from the previous weakness in eating-out demand to a stage characterized by the recovery of eating-out demand after restrictions on movement were lifted and a leveling off in household consumption.
  6. FY2022-Q2ReframedAnnual report

    「Regarding the impact of the novel coronavirus, consumers' lifestyles changed significantly and demand related to household consumption remained firm, but demand related to eating out, particularly demand for alcoholic beverages, was still on the road to recovery and conditions remained challenging.」

    While continuing to indicate firm household consumption and weak demand for eating out, the company described eating-out demand as being in a recovery phase following the lifting of government restrictions.
  7. FY2022-Q1ReframedAnnual report

    「Regarding the impact of the novel coronavirus, consumers' lifestyles changed significantly and demand related to household consumption remained firm, but demand related to eating out, particularly demand for alcoholic beverages, was still on the road to recovery and conditions remained challenging.」

    The company indicated the current stage of changes in demand: demand for household consumption remains firm, while demand for eating out, particularly demand for alcoholic beverages, is recovering.
  8. FY2021-Q3ReframedAnnual report

    「The novel coronavirus significantly changed consumers' lifestyles. Demand related to household consumption remained firm, while demand related to eating out, particularly demand for alcoholic beverages, continued to languish.」

    Regarding changes in the demand structure caused by the novel coronavirus, the company indicated that the weakness in demand related to eating out was centered on alcoholic beverages.
  9. FY2021-Q2RestatedAnnual report

    「The spread of the novel coronavirus significantly changed consumers' lifestyles. Demand related to household consumption remained firm, while demand related to eating out continued to languish.」

    The company continues to describe a change in the demand structure, with firm demand for household consumption and depressed demand for eating out due to the novel coronavirus.
  10. FY2021-Q1RestatedAnnual report

    「The spread of the novel coronavirus significantly changed consumers' lifestyles. Demand related to household consumption remained firm, while demand related to eating out remained severely depressed.」

    The company continues to describe a change in the demand structure, with firm demand for household consumption and depressed demand for eating out due to the novel coronavirus.
  11. FY2020-Q3ReframedAnnual report

    「Regarding the impact of the spread of the novel coronavirus, demand related to household consumption increased, while demand related to eating out continued to decline substantially despite signs of a partial recovery.」

    Regarding changes in demand due to the novel coronavirus, demand for household consumption continued to increase and demand for eating out continued to decline substantially, while a partial recovery in eating-out demand was also indicated.
  12. FY2020-Q2MaterialisedAnnual report

    「Regarding the impact of the spread of the novel coronavirus, demand related to household consumption increased due to requests from the national and local governments to refrain from going out, while demand related to eating out declined substantially.」

    The company stated that the spread of the novel coronavirus had actually caused a change in the demand structure, with higher demand related to household consumption and a substantial decline in demand related to eating out.
Moved together

"Maturation of the Alcoholic Beverages Market, Contraction in Consumption and Intensifying Competition" moved the same way as this thread, in the same document, in 9 of its 12 moves.

975544★123456
  1. ★This thread
  2. 1Maturation of the Alcoholic Beverages Market, Contraction in Consumption and Intensifying Competition9×
  3. 2Uncertainty over the outlook arising from China's economic slowdown and the UK's withdrawal from the EU7×
  4. 3Credit Exposure from Guarantees of Debt for Overseas Affiliates5×
  5. 4Business continuity risks arising from natural disasters, major fires, novel viruses and other events5×
  6. 5Consumers’ focus on protecting their livelihoods and preference for saving money4×
  7. 6Market price fluctuation risk for shares in business partners4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Kato Sangyo's next results are scheduled for 2026-11-12. Read the earnings preview
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