One year after the first state of emergency was declared, we have summarized the impact on our lives and the economy.

Airlines historic depression

One of the representative industries that has been seriously affected is transportation such as aviation and railways.

Passenger plane passengers operated by domestic airlines have experienced a historic decline.

The number of domestic flights decreased by about 90% from the previous year to 960,000 in April last year and 600,000 in May when the first state of emergency was declared.

After that, it picked up with Go To Travel, which started in July, and the number of users in November decreased to 5.2 million, a decrease of 44%.

However, in December, when the number of infected people increased again, it increased to 54%, and in January, when the second state of emergency was declared at the beginning of the year, it fell by 75%.

The number of international flights also decreased by 97% from the previous year to 52,000 in April last year, and decreased by 98% to 33,000 in May, and the rate of decrease has exceeded 90% since then.



In response to this difficult situation, the two major airline companies forecast their earnings forecasts for last year, with ANA Holdings at 510 billion yen and Japan Airlines at 300 billion yen, both of which are expected to have huge final deficits.

Both companies are taking measures to send some employees to external companies in order to protect employment as management deteriorates.

Railroad company No prospect of full-scale recovery

Railway companies also have a serious impact on their management.



The Shinkansen, which was often used for business trips and travel, had a particularly large impact, and the number of users who declared a state of emergency in April last year was 90% for JR Central, 88% for JR West, and JR compared to the previous year. East Japan decreased significantly to 87%.



In November of last year, the rate of decrease for all three companies recovered to about 50%, but in January, when the second state of emergency was declared, JR Central was 75%, and JR East and JR West were 73. %, Which has fallen sharply again, and there is no prospect of a full-scale recovery.



JR companies and major private railway companies are expected to fall into the final deficit last year, and are forced to postpone capital investment and reduce labor costs to the extent that it does not interfere with safety.



JR West held a press conference in Tokyo on the 7th, and announced that the revenue of the railway business last year decreased by 51.8% compared to the previous year due to the influence of the new coronavirus.

Regarding the fact that it has been seven days since the first state of emergency was declared, Kazuaki Hasegawa, president of JR West, said, "It was a year that had an unexpected impact on management and was a major turning point. Work and life. The change will remain after the corona converges. It is important to create demand. "

Hotels and inns Large-scale rationalization one after another

At the Tokyo Olympics and Paralympics, hotels and inns that were receiving demand from domestic and foreign travelers were hit hard.

According to the Japan Tourism Agency, the total number of guests who used domestic hotels and inns in the last year was 34.79 million, a sudden decrease of 48% from the previous year, the lowest since 2010, which is comparable. I did.

In particular, April and May last year, when the state of emergency was declared, saw a significant drop of over 80%.



After that, the recovery trend continued, and the rate of decrease recovered to 30% in November, but expanded to 40% in December when the number of infected people increased.



In a difficult environment, Vista Hotel Management, which operates 18 hotels nationwide, got stuck in its own management last month and applied to the Tokyo District Court for the application of the Civil Rehabilitation Law.



There was also a series of large-scale rationalizations.



A major private railway company in Kansai has decided to sell eight hotels, which is one-third of the hotels owned by Kintetsu Group Holdings, to a new company that creates an American investment fund, and Hankyu Hanshin Holdings is in Tokyo. And announced a policy to close six hotels in Osaka.



Fujita Kanko, which operates Washington hotels nationwide, is a banquet facility in Osaka City. At the 2019 G20 Osaka Summit, Taiko-en, which was also the venue for ministerial meetings, was sold and opened at the end of June. It will be finished.



Still, in the following predicament not stand the prospect of infection convergence, movement in the hotel industry, to sell an attempt to ensure the user even a little, the long-term stay type of plan to provide as "life of field" to hotels in the cheaper rates Is spreading.

Izakaya chain Due to shortened business hours and closures ...

According to a survey by an industry group, the number of stores in the main izakaya chains as of February has decreased by more than 17% compared to a year ago in the state of emergency due to the spread of the new coronavirus infection.



Shortening business hours and closures have a serious impact on restaurant management.



According to a summary by the Japan Food Service Association, sales of major restaurant chains nationwide over the last year were down 15.1% from the previous year.

The rate of decline exceeded 2009 after the Lehman shock and reached a record high.

Above all, the impact on izakaya and beer halls, which are mainly open at night, was significant, and last year's sales decreased by 49.5% compared to the previous year, almost halving.

Also, as of February, the number of stores of 31 izakaya chains decreased by 17.7% compared to a year ago.



In the main chain, Colowide, which develops "Amataro", closed about 200 stores, and Watami closed more than 100 izakaya stores and changed its business format to a yakiniku restaurant, which is said to have a relatively quick recovery in sales. I am.



Izakaya chains are looking for new services such as strengthening lunch sales to make up for the decline in nighttime sales, but maintaining employment is also an issue only for industries with many non-regular employees such as part-time workers. I will.

"Home delivery" expanding in the restaurant industry

In the food service industry due to the spread of the new coronavirus infection, while eating and drinking in the store has decreased significantly, sales of home delivery have increased significantly, suggesting that consumers' lifestyles are changing, and companies are also delivering home delivery. We are focusing on business development.



NPD Japan, a private research company, estimates the market size of the food service industry based on daily spending data collected from 130,000 consumers nationwide.

According to this, the sales of the food service industry as a whole for the last year decreased by 27.2% compared to the adult.

Of these, "food and drink in the store" decreased by 34.1% compared to the previous year, but sales of "home delivery" increased significantly to + 49.7%, and consumer needs changed from eating out to at home. It seems that we are moving to the meal of.



Companies are also rushing to respond to changes in consumer lifestyles.



Denny's, a family restaurant, opened its first home delivery and take-out specialty store in Shinjuku, Tokyo last October.

Compared to conventional stores, it is said that it can reduce costs such as store rent and labor costs, and has opened two more stores in Tokyo and Saitama prefecture.



In addition, the steak chain "Suddenly! Steak" has been sold in Tokyo by mobile sales using a kitchen car since February.

We are also considering increasing the number of vehicles in the future with the aim of capturing the needs of consumers who refrain from eating out.

The mask that was out of stock

Around the spring of last year, when the first state of emergency was declared in Japan, masks and disinfectants were running out of stock nationwide.

In particular, buying up and reselling masks has become a social problem, but the domestic distribution volume has increased nearly five times as much as before the spread of the infection due to the strengthening of the production system over the past year.



Due to the spread of the new coronavirus infection, masks became scarce nationwide from around the end of January last year, and there were long lines at the stores where they were sold, and they were resold at a high price, which became a social problem.



For this reason, the government banned resale by law last March and announced a policy to distribute cloth masks to all households nationwide in April.



According to the Ministry of Health, Labor and Welfare and the Ministry of Economy, Trade and Industry, domestic production capacity has improved, such as an increase in the number of manufacturers producing masks from around March last year as a national subsidy project. Distribution has gradually recovered, and the situation has improved.

According to the Ministry of Health, Labor and Welfare, the shortage of general masks was resolved at the end of July.



The monthly average distribution volume of masks is data from around the fall of last year, with domestic production of 290 million pieces, more than three times the amount before the spread of infection, and imports from overseas of 1.4 billion pieces, more than five times. became.

It is said that the distribution volume in the whole country has increased nearly five times.



According to the industry group "National Mask Industry Association", the number of domestic manufacturers producing masks for general use has increased at least three times in the past year, and more than 100 companies can be confirmed.

Alcohol disinfectant

According to the Ministry of Economy, Trade and Industry, the average monthly production of alcohol disinfectant, which was running out like masks, was 960,000 liters per month. It exceeded 6 million liters a month, and the shortage was about to be resolved.



Demand continues to be high, with production exceeding 5 million liters in February.