Market contraction and intensifying competition in a mature market
First written in FY2016. 10 of 24 entries say "Restated". Latest entry: FY2026-H1.
Daisyo moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 33 of 49 companies on the "Worse" side.
4 other companies' latest entry also says "Other".
- FY2026-H1Demand remains firm, but challenging conditions continue due to higher costs and stronger consumer frugality.Annual report
「Although demand in the food-service industry remains firm, the operating environment continues to be challenging due to higher operating costs, including raw-material, labor and energy prices, as well as stronger consumer frugality resulting from continued inflation and stagnant real wage growth.」
Although the demand environment in the mature market is considered solid due to inbound spending, a difficult environment continues as a result of higher operating costs and consumer frugality. - FY2025-H1RestatedAnnual report
「Although demand is recovering, supported by improved foot traffic and increased inbound consumption, the food-service industry continues to face a challenging operating environment due to higher raw-material and utility costs, stronger consumer frugality resulting from inflation, labor shortages and other factors.」
While describing a recovery in demand driven by improved foot traffic and inbound spending, the disclosure continues to describe a difficult environment due to inflation, rising costs and labor shortages. - FY2024-Q3A difficult environment persists amid recovering demand, consumer frugality and cost pressuresAnnual report
「Although demand is recovering, supported by improved foot traffic and increased inbound consumption, the food-service industry continues to face a challenging operating environment due to higher raw-material and utility costs, stronger consumer frugality resulting from inflation, labor shortages and other factors.」
While demand is recovering due to improved foot traffic and increased inbound spending, the environment remains difficult due to consumer frugality caused by inflation, rising costs and labor shortages. - FY2024-Q1A difficult environment persists amid recovering demand and cost pressuresAnnual report
「In the food service industry, demand is recovering due to improved foot traffic and increased inbound spending, but the operating environment remains difficult due to changes in lifestyles caused by COVID-19, higher raw material prices and utility costs, labor shortages and other factors.」
While describing a recovery in demand driven by improved foot traffic and increased inbound spending, the disclosure states that a difficult environment continues due to changes in lifestyles, higher raw material and utility costs, and labor shortages. - FY2023-Q3A difficult environment persists amid the ongoing recovery in demand due to inflation, labor shortages and other factorsAnnual report
「In the food service industry, although signs of a recovery in demand have emerged, the operating environment remains difficult due to changes in lifestyles caused by COVID-19, higher raw material prices and utility costs, labor shortages and other factors.」
While recognizing signs of a recovery in demand, the disclosure continues to describe a difficult environment due to changes in lifestyles, higher raw material prices and utility costs, and labor shortages. - FY2023-Q1A difficult environment persists despite eased activity restrictions and an ongoing recovery in demandAnnual report
「As the impact of COVID-19 continued for an extended period, restrictions on activity were eased and the economy showed signs of a gradual recovery. However, the outlook remained uncertain due to the prolonged situation involving Russia and Ukraine, the rapid depreciation of the yen, and rising prices.」
While noting signs of a recovery following the easing of activity restrictions, the market environment remains uncertain due to changes in lifestyles and rising prices. - FY2022-Q3WorsenedAnnual report
「Although the priority preventive measures against the spread of COVID-19, which were reapplied in January, were fully lifted on 21 March, concerns remain about higher costs resulting from soaring raw-material prices and inflation, as well as weaker consumption, and the food-service industry continues to operate in a challenging environment.」
Even after operating restrictions were lifted, concerns remain about a decline in consumer spending, and the environment continues to hinder the recovery in food service demand alongside higher raw material prices and overall inflation. - FY2022-Q2WorsenedAnnual report
「In the food service industry, customer traffic had been gradually returning from October after the state of emergency was lifted, but the Priority Preventive Measures were reintroduced in January, forcing operators to reduce their hours. The operating environment therefore remains difficult.」
Although customer traffic had begun to recover, the reintroduction of the Priority Preventive Measures and reduced operating hours continue to prevent a full recovery in food service demand. - FY2022-Q1WorsenedAnnual report
「In the food service industry, various restrictions, including reduced operating hours, were lifted in stages from October after the state of emergency was lifted. Customer traffic has been gradually returning as normal operations resumed, but consumer behavior remains cautious and a full recovery has not been achieved.」
Although restrictions have been lifted and customer traffic is recovering, consumer behavior remains cautious and food service demand has not fully recovered. - FY2021WorsenedAnnual report
「In the food service industry, the operating environment has changed significantly as dining at restaurants has declined due to requests from local authorities to refrain from operating, the loss of inbound demand, the spread of teleworking, and changes in people's lifestyles, while delivery and takeaway services have continued to be used.」
In addition to the traditional risks of a mature market and intensifying competition, demand for restaurant dining is declining and the demand structure is changing as a result of new lifestyles. - FY2021-Q2WorsenedAnnual report
「The timing of an end to the spread of infections remains unforeseeable, and the outlook continues to be uncertain. In the food service industry, the operating environment has changed significantly as dining at restaurants has declined due to requests from local governments to refrain from operating to prevent the spread of COVID-19, the disappearance of inbound demand, the spread of telework and changes in lifestyles, while the use of delivery and takeaway services has continued.」
The market environment is being affected by the contraction in restaurant dining due to the pandemic, the disappearance of inbound demand and changes in demand resulting from new lifestyles. - FY2020WorsenedAnnual report
「As competition among companies in other industries continues to intensify due to the expansion of the prepared-food market, among other factors, the operating environment remains challenging because of the effects of successive natural disasters, as well as requests from the national and local governments to refrain from going out and to shorten business hours in response to the spread of COVID-19.」
In addition to the risks of a mature market and intensifying competition, the company identifies the overlapping effects of the expanding prepared-food market, natural disasters, and requests to refrain from going out and shorten business hours due to infectious diseases. - FY2020-Q1WorsenedAnnual report
「As competition among companies in other industries continues to intensify due to the expansion of the prepared-food market, among other factors」
In addition to the traditional intensification of competition across industries and business formats, competition with other industries due to the expansion of the prepared-food market is identified as a specific environmental factor. - FY2019-Q3RestatedAnnual report
「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no material changes regarding market contraction and intensifying competition in a mature market. - FY2019-Q2RestatedAnnual report
「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no material changes regarding market contraction and intensifying competition in a mature market. - FY2019-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no material changes regarding market contraction and intensifying competition in a mature market. - FY2018RestatedAnnual report
「The food-service market in which our Group operates has entered a mature stage, and if the market contracts more than anticipated or competition among companies intensifies, the Group’s operating results and financial position could be affected.」
A mature market, market contraction and intensifying competition among companies continue to be treated as business risks. - FY2018-Q3RestatedAnnual report
「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no material changes regarding market contraction and intensifying competition in a mature market. - FY2018-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no material changes regarding market contraction and intensifying competition in a mature market. - FY2017RestatedAnnual report
「The food-service market in which our Group operates has entered a mature stage, and if the market contracts more than anticipated or competition among companies intensifies, the Group’s operating results and financial position could be affected.」
A mature market, market contraction and intensifying competition among companies continue to be treated as risks. - FY2017-Q3RestatedAnnual report
「In the food-service industry, consumer sentiment remained weak, while competition to attract customers across industry and business-format boundaries intensified further, leaving the industry in a challenging environment.」
Continued weak consumer sentiment and intensifying competition to attract customers across industries and business formats are described as ongoing challenging conditions in the food-service industry. - FY2017-Q2RestatedAnnual report
「In the food-service industry, consumer sentiment remained weak, while competition to attract customers across industry and business-format boundaries intensified further, leaving the industry in a challenging environment.」
Continued weak consumer sentiment and intensifying competition to attract customers are described as ongoing challenging conditions in the food-service industry. - FY2017-Q1WorsenedAnnual report
「Meanwhile, in the food-service industry, consumer sentiment remains weak, while competition to attract customers across industry and business-format boundaries has intensified further, resulting in a challenging environment.」
The company states that competition to attract customers across industry and business-format boundaries has intensified further while consumer sentiment remains weak. - FY2016First statedAnnual report
「The food-service market in which our Group operates has entered a mature stage, and if the market contracts more than anticipated or competition among companies intensifies, the Group’s operating results and financial position could be affected.」
The maturity of the food-service market is treated as a structural premise, with market contraction and intensifying competition identified as risks.