Shift toward at-home drinking demand and the penetration of commercial-use products into households
First written in FY2021-Q2. 1 of 12 entries say "Advanced", first in FY2021-Q3. Latest entry: FY2026.
0 other companies' latest entry also says "Other".
- FY2026Diversification of demand and declining demand for high-priced productsAnnual report
「Although rush demand ahead of manufacturers' price increases for beer and whisky and other products significantly boosted performance in the previous fiscal year, the resulting反動 affected the current fiscal year, and revenue followed a difficult trend below the previous year's level.」
The company describes the coexistence of multiple sources of demand, including the reaction to bulk buying before price increases, sports viewing, measures addressing the rice shortage, regional products and inbound tourism. - FY2026-H1Declining inbound demand for high-priced products alongside domestic travel and banquet demandAnnual report
「Revenue and gross profit were below the previous year, partly due to the reaction to last year's bulk buying before a price increase for large-volume whisky products and a decline in sales of high-priced Western liquors to inbound visitors.」
While expansion in inbound demand had previously been reported, sales of high-priced Western liquors declined. In food service, domestic group travel and banquet bookings were described as performing well, indicating that changes in the demand structure were occurring simultaneously. - FY2025-H1Recovery in demand for going out and from food-and-beverage establishments, and growth in inbound demandAnnual report
「During the six-month consolidated accounting period under review (1 April 2024 to 30 September 2024), Japan's economy recovered moderately against a backdrop of the normalization of social and economic activity, improvement in employment and income conditions, and increasing inbound demand.」
The demand environment is described as entering a recovery phase, with social and economic activity normalizing and inbound demand increasing, after previously being centered on drinking at home and staying at home. - FY2024Recovery in demand for going out and from food-and-beverage establishments, and growth in inbound demandAnnual report
「The easing of restrictions on activities led to the resumption of events and festivals in various locations and a recovery in foot traffic, which restored demand from food-and-beverage establishments and demand related to festivals. In inbound demand, demand also emerged in regional areas in addition to major urban centers such as Tokyo and Osaka.」
Demand has shifted from a structure centered on drinking at home to a recovery in demand for events, festivals and food-and-beverage establishments, as well as inbound demand in major urban centers and regional areas. - FY2024-Q2Recovery in demand for going out and from food-and-beverage establishments, and growth in inbound demandAnnual report
「The easing of restrictions on activities led to the resumption of events and festivals in various locations and a recovery in foot traffic, which restored demand from food-and-beverage establishments and demand related to festivals. In inbound demand, demand also emerged in regional areas in addition to major urban centers such as Tokyo and Osaka.」
Demand has shifted from a structure centered on staying at home to a recovery in demand for events, festivals, food-and-beverage establishments and inbound tourism. - FY2024-Q1Declining stay-at-home demand and recovery in demand for eating out and leisureAnnual report
「During the first quarter of the consolidated fiscal year under review, stay-at-home demand related to COVID-19 declined, but demand from food-and-beverage establishments began to recover as events resumed and eating out recovered, and revenue remained firm.」
While stay-at-home demand declined, demand from food-and-beverage establishments began to recover as events resumed and eating out recovered. - FY2023-Q3Coexistence of drinking-at-home demand and demand for travel and visits to familyAnnual report
「Drinking-at-home demand increased during the November FIFA World Cup in Qatar. Beaujolais Nouveau, released on Thursday, 17 November, maintained sales at approximately the previous year's level by value, as advance-order campaigns proved effective. The nationwide travel assistance program began in October, and many customers used travel-support coupons at stores across Japan. As many people visited their families at year-end, demand for souvenirs and gifts increased.」
In addition to drinking-at-home demand, demand increased for coupons associated with the nationwide travel assistance program and visits to family, as well as for souvenirs and gifts, resulting in the coexistence of multiple sources of demand. - FY2023-Q2Coexistence of persistent stay-at-home demand and measures to address demand for going outAnnual report
「Approximately half of last year's growth in stay-at-home demand remained, and although revenue was below the same period of the previous year, it remained above the level for the same period of the fiscal year ending March 2020, before COVID-19.」
While approximately half of the previous year's increase in stay-at-home demand remained, demand declined year on year but stayed above pre-COVID-19 levels. - FY2023-Q1Recovery in demand for going out alongside the persistence of stay-at-home demandAnnual report
「The nationwide lifting in March of priority preventive measures to prevent the spread of disease helped restore demand for going out and eating out, while the significant stay-at-home demand seen in the same quarter of the previous and the year before last continued to some extent. Revenue therefore remained above the level recorded in the first quarter of the fiscal year ending March 2020, before COVID-19.」
While demand for going out and eating out recovered, stay-at-home demand also persisted, resulting in the coexistence of both demand patterns. - FY2022-Q1RestatedAnnual report
「During the current quarter’s consolidated accounting period, prefectures continued to reissue states of emergency and priority preventive measures against the spread of disease. As a result, demand at restaurants declined while demand for at-home consumption continued, creating demand for a product range aimed at professionals.」
The company states that while demand from restaurants declined, demand at home continued and there was demand for products intended for professional users. - FY2021-Q3AdvancedAnnual report
「The stay-at-home demand that emerged at the beginning of this fiscal year became further established. Products of the kind previously enjoyed only at restaurants began to be enjoyed at home as well. Demand grew for premium, highly distinctive products that satisfy the need for small indulgences when drinking at home.」
Stay-at-home and drinking-at-home demand became further established, expanding household demand for authentic products previously intended for restaurants and for highly distinctive products. - FY2021-Q2First statedAnnual report
「In addition, as demand shifted from drinking out to drinking at home, the ways in which people enjoyed food and drink at home diversified. Professional-use products, including cocktail products and large-volume products, gained traction among households, and mail-order sales also performed well.」
The company describes a business shift under the impact of COVID-19, with demand moving from drinking out to drinking at home and professional-use products such as cocktail products and large-volume products gaining traction among households.