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Lifull (2120) · RiskRestated

Intensifying Competition from Industry Peers and New Entrants

First written in FY2016. 13 of 15 entries say "Restated". Latest entry: FY2025.

15entries
10years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20252016: 320162017: 220172018: 420182019: 320192020: 020202021: 120212022: 020222023: 020232024: 020242025: 22025
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

121 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「当社グループでは今後も当社サービスの競争力強化に向けた投資を実施し、他社との差別化に努める方針ですが、当社の競争力強化に向けた投資が計画通りの成果を上げられない可能性や、インターネット業界の参入障壁は低く新規参入が容易であること、革新的な技術やビジネスモデルの競合の出現競合等により、競合環境が激化した場合には、当社グループの業績に影響を及ぼす可能性があります。」

    海外事業の非継続事業化後も、LIFULL HOME'S、健美家、LIFULL介護等の国内サービスについて競争激化リスクを継続して記載している。
  2. FY2025-H1DroppedAnnual report

    「当社グループでは今後も当社サービスの競争力強化に向けた投資を実施し、他社との差別化に努める方針ですが、当社の競争力強化に向けた投資が計画通りの成果を上げられない可能性や、インターネット業界の参入障壁は低く新規参入が容易であること、革新的な技術やビジネスモデルの競合の出現競合等により、競合環境が激化した場合には、当社グループの業績に影響を及ぼす可能性があります。」

    同業他社・新規参入リスクに関する項目が、海外事業の非継続事業化に伴う削除対象として記載されている。
  3. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて重要な変更がないとしている。
  4. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて重要な変更がないとしている。
  5. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて重要な変更がないとしている。
  6. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて重要な変更がないとしている。
  7. FY2018RestatedAnnual report

    「インターネット業界の参入障壁は低く新規参入が容易であることや、差別化しにくい業界のため、競合の激化が発生した場合」

    LIFULL HOME'SとTrovitについて掲載情報数、信頼性、利便性、ブランド力による差別化を図る方針と競争激化リスクを継続している。
  8. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて重要な変更がないとしている。
  9. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて重要な変更がないとしている。
  10. FY2018-Q1RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて重要な変更がないとしている。
  11. FY2017-Q3RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて重要な変更がないとしている。
  12. FY2017-Q1RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて、重要な変更がないと明記している。
  13. FY2016-Q4RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    同業他社・新規参入による競争激化リスクについて、重要な変更がないと明記している。
  14. FY2016-Q3RestatedAnnual report

    「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    前年度有価証券報告書記載のリスクについて、重要な変更がないと明記している。
  15. FY2016First statedAnnual report

    「Because barriers to entry in the internet industry are low and new entrants can enter easily, and because the industry is difficult to differentiate, intensified competition could weaken the Group’s competitiveness and affect its operating performance.」

    For HOME’S and Trovit, the Group also describes differentiation through the volume, reliability and convenience of listed information and brand strength.
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Intensifying Competition from Industry Peers and New Entrants | LIFULL Co.,Ltd. (2120) | Komori