Intensifying Competition Between Dining Out and Takeout and Changes in the Consumption Environment
First written in FY2019. 4 of 8 entries say "Reframed", first in FY2023-Q3. Latest entry: FY2026.
Matsuya Foods Holdings moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 37 of 54 companies on the "Worse" side.
4 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「Inbound demand is expanding, and a gradual recovery is evident due to improvements in employment and income conditions resulting from wage increases. However, the outlook remains uncertain, with concerns over the impact on private consumption through rising prices amid persistently high raw material and energy prices, exchange-rate trends and geopolitical risks such as the situation in the Middle East.」
The explanation has shifted from one centered on intensifying competition and changes in the consumer environment to one that identifies inbound demand and employment and income conditions as recovery factors, while adding raw-material and energy prices, foreign exchange rates, and the situation in the Middle East. - FY2026-H1ReframedAnnual report
「In the food service industry, operating conditions remain challenging due to the impact of soaring prices for raw materials, supplies, labor and energy, as well as growing consumer awareness of hygiene.」
Regarding the challenging environment in the food-service industry, the Group cites heightened consumer awareness of hygiene in addition to the previously identified consumer-environment changes and rising costs. - FY2025RestatedAnnual report
「Although signs of improvement in personal consumption and growth in inbound demand have emerged, the business environment remains challenging due to surging prices for raw materials, supplies, labor, and energy.」
While indicating a recovery in personal consumption and inbound demand, the Group continues to describe a challenging food-service business environment due to rising costs. - FY2024RestatedAnnual report
「In the food service industry, operating conditions remain challenging due to soaring prices for raw materials, supplies and energy, despite expectations for a recovery in inbound demand.」
While indicating expectations for a recovery in inbound demand, the Group continues to describe a challenging food-service business environment due to changes in the consumer environment and rising costs. - FY2023ReframedAnnual report
「At the same time, changes in the consumer environment, surging unit prices for raw materials, supplies, and energy, and worsening hiring conditions are forcing us to navigate a challenging business environment.」
In addition to intensifying competition across business formats and yen depreciation and the situation in Ukraine, the Group identifies changes in the consumer environment, resource prices, and hiring conditions as business-environment concerns. - FY2023-Q3ReframedAnnual report
「In addition, there are concerns that the situation in Ukraine and yen depreciation may adversely affect domestic consumption.」
In addition to its previous explanation of intensifying competition across business formats, the Group cites the situation in Ukraine and yen depreciation as potential causes of adverse effects on domestic consumption amid changes in the consumer environment. - FY2020RestatedAnnual report
「The food-service industry has now entered an era of corporate淘汰, as companies face changes in the consumer environment and intensifying competition across business formats.」
The Group describes changes in the consumer environment and intensifying competition across business formats as ongoing conditions in the food-service industry. - FY2019First statedAnnual report
「The food-service industry has now entered an era of corporate淘汰, as companies face changes in the consumer environment and intensifying competition across business formats.」
The Group identifies changes in the consumer environment, intensifying competition across business formats, and corporate淘汰 as business-environment risks in the food-service industry.