Nobody Buys Drinks from Vending Machines Anymore: DyDo Group Posts Record ¥30.3 Billion Loss, Plans to Cut 20,000 Machines

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The story

DyDo Group Holdings reported a record net loss of ¥30.3 billion for its fiscal year ending January 2026, and announced plans to cut 20,000 vending machines by fiscal 2026 from the roughly 270,000 it operated in fiscal 2024. The news sparked a thread on 5ch’s “Entertainment & Sports News+” board, triggered by an article introducing commentary from a vending machine enthusiast who appeared on the TV show “Matsuko’s Unknown World.” While some posters said “I haven’t bought from one in like 20 years,” plenty of others countered with “I buy a ton in summer” and “I still use them at work, in the office, or on walks,” revealing a split in usage depending on price and location.

No wonder they’re disappearing from the streets… A vending machine enthusiast who appeared on ‘Matsuko’s Unknown World’ explains the rise and fall of the vending machine business

Plenty of people probably can’t remember the last time they bought a drink from a vending machine.

“This past March, DyDo Group Holdings, whose core business is vending machines, announced its consolidated financial results for the fiscal year ending January 2026. It posted a record net loss of 30.3 billion yen. The company has also announced plans to cut 20,000 vending machines by fiscal 2026, down from roughly 270,000 in fiscal 2024,” said a reporter from a national newspaper’s business desk.

Source: news.yahoo.co.jp / Original article here

What people said

2AnonymousOct 3, 2026 01:14
Sometimes you find vending machines selling Red Bull or Monster cheaper than usual.
5AnonymousOct 3, 2026 01:17
Juice that's under 100 yen inside the supermarket
sometimes costs 200 yen at the vending machine right out front.
If you can buy it cheaper elsewhere, nobody's gonna buy from the machine.
6AnonymousOct 3, 2026 01:20
For canned coffee, it's gotta be Cheerio's Blues Coffee.
7AnonymousOct 3, 2026 01:21
Yeah, now that you mention it, I haven't bought one in like 20 years.
8AnonymousOct 3, 2026 01:21
There's this old guy who comes out of the supermarket and then buys a drink from the vending machine for some reason. Total mystery.
9AnonymousOct 3, 2026 01:21
The problem of drink vending machines not having a trash can next to them.
21AnonymousOct 3, 2026 01:33
Re: #9
That's because they attract illegal dumping.
It'd be fine if people only threw away containers from drinks bought at that specific machine, but people dump other trash in there too.
10AnonymousOct 3, 2026 01:24
Wait, I thought they meant cutting it down to 20,000 machines from 270,000. (Misreading the headline — it's actually cutting BY 20,000, not TO 20,000.)
11AnonymousOct 3, 2026 01:25
The vending machines in office buildings sell pretty well though.
12AnonymousOct 3, 2026 01:27
I buy a ton in summer.
Other seasons I just stock up cheap at the drugstore though.
13AnonymousOct 3, 2026 01:28
Ever heard of a refrigerator?
34AnonymousOct 3, 2026 01:44
Re: #13
Oh wow, amazing.
What are you even talking about.
14AnonymousOct 3, 2026 01:29
They jack up the price by 10 yen every time the consumption tax rate goes up.
They raise it early just because the machines can't take 1-yen coins.
I get going from 100 to 110 yen, but
if it's really about not being able to use 1-yen coins, there was no need to raise it at the 5% or 8% rate hikes —
it could've stayed at 110 yen until the rate actually hit 10%.
15AnonymousOct 3, 2026 01:30
Raising the price by 10 yen for every 3-point tax hike doesn't even add up.
16AnonymousOct 3, 2026 01:31
I love grabbing a cold canned coffee from a lone vending machine during a late-night drive.
31AnonymousOct 3, 2026 01:42
Re: #16
Nice, I like that.
There's something special about canned coffee.
I like drinking it too, taking a break at some scenic spot out in the countryside.
17AnonymousOct 3, 2026 01:32
There are way too many vending machines.
100 yen is my limit for vending machines.
If it's over 100 yen, I'm not buying.
19AnonymousOct 3, 2026 01:33
When I go to Kansai, there are tons of Cheerio vending machines, which is great.
In summer, it's nice to still be able to buy a soft drink for 100 yen without having to go to the supermarket.
20AnonymousOct 3, 2026 01:33
When I'm a bit hungry or super sleepy, I'll buy a small 100-yen can of cola.
You can save a bit with stamp cards or prepaid charges too.
22AnonymousOct 3, 2026 01:34
I never buy cola in PET bottles,
so naturally I end up using vending machines a lot.
Lately it's annoying because even vending machines are mostly PET-bottle only.
23AnonymousOct 3, 2026 01:34
I buy a lot, but not from machines selling at list price.
24AnonymousOct 3, 2026 01:35
I only ever buy Cheerio cider.
26AnonymousOct 3, 2026 01:36
It's basically flavored water, and with the container cost included it's way too expensive. The machine's turned into just a box for paying electricity bills.
27AnonymousOct 3, 2026 01:37
Cheerio's Blues Coffee in a 500ml PET bottle is cheap at 110 yen, so I buy it sometimes. In winter it's sold hot, which is nice for warming your hands.
28AnonymousOct 3, 2026 01:41
If there's no convenience store nearby, I'll just buy from the vending machine like normal.
I'm not walking a long way just to save a few dozen yen.
29AnonymousOct 3, 2026 01:41
Lately there are more unmanned 24-hour gachapon (capsule toy) shops. This country's fallen so far that people pinch pennies on vending machine drinks but won't spare a cent for gachapon — what a childish state of affairs.
43AnonymousOct 3, 2026 01:50
Re: #29
The rise of gachapon machines is more about convenience for businesses than consumer demand.
Simple mechanism, doesn't even need electricity.
Works fine unmanned or with minimal staff.
During COVID, not having close contact with other people was also a plus.
73AnonymousOct 3, 2026 02:13
Re: #29
Gachapon is the last thing I'd spend money on.
It's just junk.
32AnonymousOct 3, 2026 01:43
Back when I had a dog, I used to buy all kinds of drinks from vending machines during walks…
Especially on winter nights, hot coffee or cocoa from the machine tasted great and doubled as a hand warmer, which I really appreciated.
Now that I don't walk a dog anymore, I've definitely drifted away from using them.
47AnonymousOct 3, 2026 01:55
Probably electricity costs and restocking are the culprits.
I don't get why a vendor would bother going out just to restock it.
Didn't shops used to just restock the machine from their own stock back in the day?
64AnonymousOct 3, 2026 02:10
Re: #47
Restocking and maintenance are left entirely to the vendor — the shop just provides the space and electricity and takes a cut.
They can't even open the machine themselves.
63AnonymousOct 3, 2026 02:09
Sports parks and public bathhouses always have vending machines.
I often use coupons I've won to buy from them.
67AnonymousOct 3, 2026 02:11
Re: #63
The Coke app?
76AnonymousOct 3, 2026 02:15
You guys need to get outside more.
I bought from one several times just this summer.
These days you don't even need coins, it's convenient.
88AnonymousOct 3, 2026 02:21
Re: #76
That reminds me, before the price hike I used to use them a lot just to turn 10-yen coins into cans of Pepsi.
The per-can price wasn't that different from buying a case on Amazon.
81AnonymousOct 3, 2026 02:18
Huh? My workplace has a vending machine that's cheaper than OK Store (a discount supermarket chain).
84AnonymousOct 3, 2026 02:18
Re: #81
Isn't that because your employer is subsidizing it as a benefit?
86AnonymousOct 3, 2026 02:19
I was shocked when the Dr Pepper at my neighborhood vending machine, which had been 100 yen for years, went up to 110 yen.
Now I'm living in fear of when the 210-yen Monster Energy is going to go up too.
93AnonymousOct 3, 2026 02:22
Re: #86
I like buying some random no-name 100-yen energy drink from the neighborhood machine and drinking it while smoking.
The bad energy drinks really don't taste good. You can just tell by the flavor that it's basically sugar water with barely any nutrients.
103AnonymousOct 3, 2026 02:34
https://books.ikaros.jp/book/b10152109.html
Vending Machine Maniac!

https://hondana-image.s3.amazonaws.com/book/image/10152109/6d2af2d3-02b9-4f9d-a98b-3734ab23ec34.jpg

Background and Key Points of This Topic

The report behind this article concerns DyDo Group Holdings, whose core business is vending machines, cutting 20,000 of the roughly 270,000 machines it held as of fiscal 2024 by fiscal 2026, according to its fiscal 2026 January-term earnings. Note that this means reducing the fleet *by* 20,000 machines, not *down to* 20,000 — a misreading also pointed out in reply 10 — so it’s worth keeping in mind that the headline alone makes the scale easy to misunderstand. The underlying issue is that the traditional model, which relies on on-site restocking at the cost of electricity and labor, increasingly looks overpriced compared to the low-price competition from convenience stores and drugstores, the shift to cashless payments, and a history of price hikes timed to every consumption tax increase. Opinions in the thread were split between mostly urban voices saying “I haven’t bought from a vending machine in years” and others countering that they “still use them regularly at work, on the highway, or while out on walks,” suggesting the experience varies a lot depending on location and lifestyle.

*This article is excerpted and summarized from the 5ch (Entertainment & Sports News+) thread “Have you bought a drink from a vending machine lately? No wonder they’re disappearing from the streets… A vending machine enthusiast from ‘Matsuko’s Unknown World’ explains the rise and fall of the vending machine business.”

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