Operating Restrictions Due to COVID-19 and Deterioration in Food-Service Business Performance
First written in FY2021-Q1. 5 of 13 entries say "Mitigated", first in FY2024-Q1. Latest entry: FY2026.
Yamaya 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 2025: 6 of 13 companies on the "Worse" side.
16 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Employee infections caused by the rapid spread of new infectious diseases and other illnesses, and a decline in customer traffic at stores due to voluntary restraint from dining out」
It describes measures including making appropriate changes to store operations in response to COVID-19, managing the health of employees and their families, and reviewing work arrangements, while continuing to assume the risk of infectious diseases. - FY2024MitigatedAnnual report
「During the current consolidated fiscal year, the food-service business recovered steadily as economic activity normalised. As inbound tourism gathered pace amid continued yen depreciation, both the liquor retail and food-service businesses actively captured the demand, while price revisions in response to higher product procurement costs proved effective, resulting in steady performance in both net sales and profit.」
It states that the food service business recovered on the back of the normalization of economic activity and inbound demand, easing the impact of operating restrictions and deterioration in performance caused by the pandemic. - FY2024-Q3MitigatedAnnual report
「In the food service business, sales were ¥21,528 million, up 31.5% year on year, and operating profit was ¥1,438 million, compared with an operating loss of ¥1,288 million in the same period of the previous year.」
The food service business shifted from an operating loss in the same period of the previous year to an operating profit, while sales increased 31.5%. It states that the impact of operating restrictions and deterioration in performance caused by the pandemic eased further. - FY2024-Q2MitigatedAnnual report
「As the food-service business continued to recover steadily with the normalisation of economic activity, both the liquor retail and food-service businesses actively captured inbound demand, and price revisions in response to higher product procurement costs proved effective. As a result, net sales, operating profit, ordinary profit and profit attributable to owners of the parent for the quarter exceeded the consolidated earnings forecast.」
The food service business returned to a recovery trend as economic activity normalized, further easing the impact of operating restrictions and deterioration in performance caused by the pandemic. - FY2024-Q1MitigatedAnnual report
「As consumer demand for dining out recovered with the normalization of economic activity, inbound demand also remained firm. As a result, the performance of our food service business progressed steadily, although it remained below pre-pandemic levels.」
Demand for dining out and inbound demand recovered with the normalization of economic activity, easing the impact of operating restrictions related to the pandemic, although performance remained below pre-pandemic levels. - FY2023-Q3Continuation of the sales recovery trend after infections declinedAnnual report
「However, subsequently, as the number of infections declined, sales have been on a recovery trend since September.」
It states that, while food service sales have been on a recovery trend since September as the number of infections declined, the food service business remains in a difficult environment. - FY2023-Q2Recovery after the resurgence of infectionsAnnual report
「In the food service industry, sales showed a gradual recovery from April through June. However, when the number of infections began to rise around late June, there was growing voluntary reluctance to hold large-group dining events and parties, and cancellations of parties occurred one after another. As a result, izakaya businesses remained in a difficult environment. Subsequently, as the number of infections declined, sales have been on a recovery trend again since September.」
Food service sales, which recovered after restrictions on economic activity were eased, slowed after the resurgence of infections from late June and reluctance to hold parties, but returned to a recovery trend from September. - FY2023-Q1Recovery after the lifting of activity restrictions alongside concerns about a renewed spread of infectionsAnnual report
「There were signs of improvement, including the full lifting of priority preventive measures on 21 March and the prospect of a Golden Week without activity restrictions for the first time in 3 years. However, when the number of infections began to rise around late June, people increasingly chose to refrain voluntarily from large gatherings and banquets, and banquet cancellations followed one after another, leaving izakaya operations in difficult conditions.」
The lifting of activity restrictions created signs of a recovery in food-service demand, but as infections increased from late June onward, people increasingly refrained from banquets and cancellations followed one after another, leaving risks unresolved. - FY2022-Q2RestatedAnnual report
「The food-service industry remains in an extremely difficult situation, with sales heavily affected by shortened business hours, requests to close temporarily and calls to refrain from going out and dining together under the state of emergency and priority preventive measures to prevent the spread of disease.」
The situation was reconfirmed in which requests to shorten business hours, close temporarily and refrain from going out and dining together in connection with the state of emergency and other measures continued to have a significant impact on food-service revenue. - FY2022-Q1RestatedAnnual report
「In the food service industry, sales were significantly affected as store operations were restricted by shortened hours and requests to close temporarily under states of emergency and quasi-emergency measures to prevent the spread of disease, requests to suspend the serving of alcoholic beverages, and requests to refrain from going out and dining together. Extremely severe conditions therefore continued.」
Restrictions on business hours, temporary closures, suspension of alcohol service and calls to refrain from going out due to the state of emergency and other measures have continued to have a significant impact on food-service sales. - FY2021-Q3WorsenedAnnual report
「In the food-service business, customer numbers were beginning to recover in October, partly due to the impact of the Go To Eat campaign. However, calls for people to refrain from going out to prevent the spread of COVID-19 and repeated requests from local governments to shorten business hours caused demand for banquets, including year-end parties, to disappear, resulting in extremely difficult conditions.」
After a temporary recovery in customer numbers, demand for banquets disappeared due to calls to refrain from going out and requests to shorten business hours. Food-service revenue declined 65.7% year on year, and the operating loss was ¥5.191 billion, indicating that the deterioration in performance caused by the infectious disease had become more severe. - FY2021-Q2WorsenedAnnual report
「Although sales subsequently recovered gradually, concerns about a renewed spread of infections emerged in July, bringing the recovery in performance to a halt.」
The recovery in food-service sales that had progressed after operations resumed stalled due to concerns about a renewed spread of infections from July onward. - FY2021-Q1MaterialisedAnnual report
「To prevent the spread of COVID-19, the food-service business temporarily closed approximately 280 company-owned stores from 8 April and approximately 300 stores from 21 April, through 6 May. The temporary closure of 250 stores continued after 7 May, and operations were scheduled to resume gradually from 26 May, when the state of emergency was fully lifted.」
As COVID-19 spread, temporary closures and phased resumptions of operations at food-service stores actually occurred. The food-service business reported a 79.1% year-on-year decline in revenue and an operating loss of ¥2.269 billion, and also recorded a ¥1.201 billion loss related to its response to the novel infectious disease.