Komori
Ohsho Food Service Corp. (9936) · InitiativeDemand for delivery declined

Delivery Services Using a Delivery Portal and Development of New Customer Segments

First written in FY2018-Q3. 15 of 21 entries say "Advanced", first in FY2018. Latest entry: FY2026.

21entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020-Q2 – FY2023-Q1OtherFY20242018: 320182019: 320192020: 420202021: 420212022: 320222023: 020232024: 120242025: 120252026: 22026
Same theme, other companies
Building New Sales Channels, Including Delivery and TakeoutA theme 39 companies write about · 0 as a headwind · 41 as a tailwind

Ohsho Food Service Corp. moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2025: 2 of 15 companies on the "Worse" side.

2 other companies' latest entry also says "Other".

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.
Showing 14 of the 39 companies compared. The sentences above are computed from all 39.
Full recordFilings, disclosures and news, newest first
  1. FY2026Demand for delivery declinedAnnual report

    「Takeaway and delivery sales declined year on year due in part to a decline in delivery demand resulting from changes in the external environment.」

    While dine-in sales reached a record high, takeaway and delivery sales declined year on year due to lower delivery demand.
  2. 2026-05-15WorsenedEarnings presentation materials

    「テイクアウト・デリバリー93.0%」

    テイクアウト・デリバリーの利用客数が前年を下回り、客単価上昇の効果を利用客数減少が上回った。
  3. FY2026-H1AdvancedAnnual report

    「In addition to gradually introducing the Takeaway Online Reservation System, which was introduced at all directly operated stores last year, at franchised stores,」

    The Company is gradually expanding takeaway reservation capabilities from all directly operated stores to franchised stores, improving the convenience of off-premises sales.
  4. FY2024Takeaway and delivery sales declined but remained highAnnual report

    「Takeaway and delivery sales declined year on year as some takeaway demand shifted to dine-in and delivery, and sales through EPARK, which had been used for advance takeaway reservations until the service ended, declined. However, sales remained at a high level.」

    As dine-in sales recovered, takeaway and delivery sales declined year on year but remained at a high level.
  5. FY2023-Q1AdvancedAnnual report

    「Delivery, which expanded during the COVID-19 pandemic, was further expanded from 546 stores to 574 stores, including franchised stores, and sales remained strong even after the spread of infections subsided.」

    The number of stores offering delivery was expanded from 546 at the end of the previous fiscal year to 574, and sales remained high even after the spread of infections subsided.
  6. FY2022AdvancedAnnual report

    「Delivery demand, which increased during the COVID-19 pandemic, was further strengthened by increasing the number of directly operated stores offering delivery from 366 at the end of the previous fiscal year to 449, and the total including franchised stores from 413 to 560, as well as increasing the number of stores where multiple platforms, including Demae-can, Uber Eats and menu, are available.」

    The number of stores offering delivery was expanded from 366 to 449 among directly operated stores and from 413 to 560 including franchised stores, while support for multiple platforms was also expanded.
  7. FY2022-Q3AdvancedAnnual report

    「For takeaway, we continued to run the Fresh Gyoza Stamp Campaign and fresh gyoza promotions. For delivery, the number of directly operated stores offering the service was increased from 366 at the end of the previous fiscal year to 443, and the total including franchised stores was increased from 413 to 546. We also increased the number of stores where multiple platforms, including Demae-can, Uber Eats and menu, are available.」

    The number of stores offering delivery was expanded from 366 to 443 among directly operated stores and from 413 to 546 including franchised stores, while support for multiple platforms was also expanded.
  8. FY2022-Q2AdvancedAnnual report

    「The company increased the number of directly operated restaurants offering delivery from 366 at the end of the previous fiscal year to 424, and the total including franchised restaurants from 413 to 484. It also increased the number of restaurants offering multiple platforms, including Demae-can, Uber Eats and menu, substantially raising delivery coverage.」

    The number of stores offering delivery was expanded from 366 to 424 among directly operated stores and from 413 to 484 including franchised stores, while support for multiple platforms, including Demae-can, Uber Eats and menu, was also expanded.
  9. FY2022-Q1AdvancedAnnual report

    「For delivery services, the number of directly operated stores offering delivery was increased from 366 at the end of the previous fiscal year to 400, and the total including franchised stores was increased from 413 to 458. We sought to improve convenience for users, including younger people, single-person households and homemakers, and achieved further growth in usage.」

    The number of stores offering delivery was expanded from 366 to 400 among directly operated stores and from 413 to 458 including franchised stores, improving convenience and increasing usage.
  10. FY2021AdvancedAnnual report

    「In response to growing demand for delivery, we promptly expanded the number of stores offering delivery services to 413 as of the end of March 2021, including 47 franchised stores, and were able to capture that demand.」

    The number of stores offering delivery was expanded from 368 in the third quarter to 413, further increasing off-premises sales through takeaway and delivery.
  11. FY2021-Q3AdvancedAnnual report

    「In response to growing demand for delivery, we promptly expanded the number of stores offering delivery services to 368, including franchised stores, enabling us to capture that demand.」

    The number of stores offering delivery was expanded from 326 in the previous quarter to 368, supporting efforts to capture demand.
  12. FY2021-Q2AdvancedAnnual report

    「The number of stores offering delivery services was expanded to 326, including franchised stores, while fresh gyoza promotions were actively conducted for customers preparing meals at home. These initiatives offset the decline in dine-in sales and supported business performance.」

    The number of stores offering delivery was expanded from 211 in the previous quarter to 326, including franchised stores. Together with fresh gyoza promotions, this offset the decline in dine-in sales.
  13. FY2021-Q1AdvancedAnnual report

    「Expansion of stores offering delivery services to 211」

    The number of stores offering delivery services was expanded to 211, and takeaway and delivery sales offset the decline in dine-in sales.
  14. FY2020AdvancedAnnual report

    「For delivery services, we expanded the regions served by stores using Demae-can and increased the number of stores offering delivery services, together with Uber Eats, to a total of 74. As a result, combined takeaway and delivery sales grew strongly and contributed to higher sales at directly operated stores.」

    The regions served by Demae-can were expanded, bringing the total number of stores covered by Demae-can and Uber Eats to 74. Takeaway and delivery sales contributed to sales at directly operated stores.
  15. FY2020-Q3AdvancedAnnual report

    「For delivery services, we expanded the regions served by stores using Demae-can and increased the number of stores offering delivery services, together with Uber Eats, to a total of 56. As a result, combined takeaway and delivery sales maintained strong growth during the period. We will continue to increase the number of participating stores in line with customer demand.」

    The number of stores offering delivery, including Demae-can and Uber Eats, increased from 39 to 56 as the regions served by Demae-can were expanded.
  16. FY2020-Q2AdvancedAnnual report

    「For delivery services, Demae-can was newly introduced in 1 additional prefecture and 7 additional prefectures, expanding delivery services to a total of 39 stores together with Uber Eats. We will continue to increase the number of participating stores in line with customer demand.」

    Demae-can was newly introduced in 1 additional prefecture and 7 additional prefectures, expanding the number of stores offering delivery with Uber Eats to a total of 39.
  17. FY2019RestatedAnnual report

    「Given strong latent consumer demand for delivery services, we began introducing Demae-can and Uber Eats in major metropolitan areas and will expand the target regions going forward.」

    The Company reaffirmed its policy of introducing Demae-can and Uber Eats in major metropolitan areas and expanding the target regions.
  18. FY2019-Q3RestatedAnnual report

    「Given rising consumer demand for delivery services, we began trial launches of Demae-can and Uber Eats in major metropolitan areas. We plan to expand into additional regions in response to consumer needs.」

    The Company continues to trial delivery services using Demae-can and Uber Eats and plans to expand into additional regions in response to consumer needs.
  19. FY2019-Q2AdvancedAnnual report

    「For delivery services, where demand has been increasing, we launched Demae-can at 1 store in Osaka Prefecture and Uber Eats at 5 stores in Kyoto Prefecture, following 2 stores in Tokyo. We plan to expand into additional regions in response to changing consumer needs.」

    Following the rollout in Tokyo, Demae-can was launched at 1 store in Osaka Prefecture and Uber Eats at 5 stores in Kyoto Prefecture, expanding the regions and stores covered by delivery services.
  20. FY2018AdvancedAnnual report

    「For delivery services using the shared delivery service of Demae-can, one of Japan's largest food delivery portal sites, we are expanding the service by increasing the number of participating stores and seeking to reach customer segments that we had previously been unable to capture, against a backdrop of population aging, greater female participation in the workforce and diversifying customer needs.」

    The Company plans to expand Demae-can delivery to more stores and reach new customer segments.
  21. FY2018-Q3First statedAnnual report

    「To address diversifying customer needs and develop new customer segments, we launched delivery services at the Dogenzaka store in Shibuya, Tokyo, using the shared delivery service of Demae-can, one of Japan's largest food delivery portal sites operated by Yume no Machi Souzou Iinkai Co., Ltd. This has helped us reach customer segments different from our core customer base. Through marketing in this area, we will identify market needs and pursue the potential of the business.」

    Delivery services were launched at the Dogenzaka store using Demae-can's shared delivery service, as an initiative to reach customer segments different from the Company's traditional core customers and assess market needs.
Moved together

"A Food Theme Park and Diverse Menu Offerings" moved the same way as this thread, in the same document, in 12 of its 21 moves.

121111111010★123456
  1. ★This thread
  2. 1A Food Theme Park and Diverse Menu Offerings12×
  3. 2Diverse store expansion models centered on Eastern Japan11×
  4. 3Gyoza Club member benefits and customer appreciation campaign11×
  5. 4Record-High Sales at Company-Operated Stores11×
  6. 5Reducing Excessive Workloads and Inefficiencies and Improving Operational Efficiency Through IT and Mechanization10×
  7. 6Securing a Stable Workforce and Career Development10×

★ 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
Ohsho Food Service Corp.'s next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings presentation materials of 2026-05-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.