Intensifying Competition in the Home Renovation Industry Due to New Entrants
First written in FY2020-Q3. 3 of 6 entries say "Worsened", first in FY2020-Q3. Latest entry: 2026-09-14.
Nissou moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).
The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.
27 other companies' latest entry also says "Worsened".
- 2026-09-14WorsenedRevision of earnings forecasts
「こうしたコスト上昇や人材不足への対応を背景として、業界内では事業者の淘汰・再編が進展し、競争環境は一段と厳しさを増しました。」
コスト上昇や人材不足を背景に事業者の淘汰・再編が進展し、競争環境が一段と厳しくなったと記載されている。 - FY2024WorsenedAnnual report
「Housing manufacturers and builders that had previously specialized in new homes are expected to enter the remodeling market, further intensifying competition.」
In addition to the previously cited numerous competitors and low barriers to entry, intensified competition is expected as new-home manufacturers and builders enter the remodeling market. - FY2023RestatedAnnual report
「Our group's remodeling business faces numerous competitors of various sizes, including builders and interior contractors, because no permits or licenses are required when the construction fee per project is small, resulting in low barriers to entry.」
The competitive risk posed by low barriers to entry and numerous competitors is reaffirmed in the disclosure following the formation of the group. - FY2021RestatedAnnual report
「Our remodeling business faces numerous competitors of various sizes, including builders and interior contractors, because no permits or licenses are required when the construction fee per project is small, resulting in low barriers to entry.」
The competitive environment of low barriers to entry and numerous competitors is reiterated. - FY2020RestatedAnnual report
「Our remodeling business faces numerous competitors of various sizes, including builders and interior contractors, because no permits or licenses are required when the construction fee per project is small, resulting in low barriers to entry.」
The competitive risk posed by low barriers to entry and numerous competitors continues to be identified. - FY2020-Q3WorsenedAnnual report
「Although competition has become even more intense due to an increase in new entrants, including companies entering from the new-home construction sector,」
The report states that competition has intensified further due to new entrants and companies entering from the new-home construction sector.