Inflation Driven by Unstable International Conditions and Yen Depreciation
First written in FY2025-H1. 4 of 5 entries say "Restated". Latest entry: 2026-08-14.
The whole theme swung hardest in 2025: 14 of 20 companies on the "Worse" side.
13 other companies' latest entry also says "Restated".
- 2026-08-14RestatedEarnings
「Meanwhile, continued inflation has eroded real income, and personal consumption has shown some restraint. We must also continue to monitor the instability of international affairs and developments in U.S. trade policy.」
Continues to identify inflation, international affairs and U.S. trade policy as matters requiring attention. - FY2026RestatedAnnual report
「Meanwhile, continued attention is required regarding unstable international conditions, developments in U.S. trade policy and domestic inflation.」
The Company continues to identify international conditions, U.S. trade policy and inflation as matters requiring attention in the external environment. - 2026-05-15RestatedEarnings
「Meanwhile, continued inflation has eroded real income, and personal consumption has shown some restraint. We must also continue to monitor the instability of international affairs and developments in U.S. trade policy.」
Continues to flag inflation and unstable international conditions as matters requiring attention. - FY2026-H1RestatedAnnual report
「Meanwhile, continued inflation has reduced real incomes, and personal consumption has shown some restraint. Continued attention is also required regarding increasing instability in international conditions and developments in U.S. trade policy. Against this backdrop, the outlook remains uncertain.」
The Company continues to caution about inflation and unstable international conditions and now explicitly mentions U.S. trade policy, but the direction of the risks themselves has not materially changed. - FY2025-H1First statedAnnual report
「Meanwhile, continued inflation resulting from unstable international conditions, including conflicts in the Middle East, and the ongoing trend of yen depreciation requires continued attention.」
The Company identifies inflation resulting from conditions in the Middle East and the ongoing trend of yen depreciation as external risks requiring continued attention.