Overview
- Asahi reported a year-on-year decline of more than 20% in November beer sales in Japan, worsening from nearly 10% in October.
- Soft drinks recovered to roughly three quarters of last year’s level in November and food to around 90%, both still below year-ago sales.
- Ordering systems resumed in early December—food on Dec. 2, breweries and soft drinks on Dec. 3—though delivery lead times remain constrained and logistics are slated to normalize by February.
- Asahi says up to 1.9 million personal records may have been exposed, no ransom was paid, and additional stolen data appeared on the dark web on Tuesday night.
- The company expects to delay financial results by more than 50 days after year-end, while rivals showed mixed November trends with Kirin up 1% and Sapporo down 12% by volume.