Komori
Saylor Advertising (2156) · RiskMitigated

Intensifying Competition and Changing Consumer Preferences in the Retail Business

First written in FY2025. 1 of 3 entries say "Restated". Latest entry: FY2026.

3entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025 – FY2026-H12025: 220252026: 12026
Same theme, other companies
Cautious consumer spending and competition among retail formatsA theme 51 companies write about · 51 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 20 of 39 companies on the "Worse" side.

1 other company's latest entry also says "Mitigated".

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 51 companies compared. The sentences above are computed from all 51.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「As the number of purchasing customers and units sold both continued to exceed the previous year, stable sales were secured, resulting in revenue of ¥59 million for the Group's retail business, up 108.2% year on year, and a segment loss of ¥6 million, compared with a loss of ¥14 million in the previous fiscal year.」

    While changes in competing companies and stores and in consumer preferences remain risks, the number of purchasing customers and units sold exceeded the previous year, narrowing the retail business loss from ¥14 million to ¥6 million.
  2. FY2026-H1RestatedAnnual report

    「At the Tokushima-Kagawa Tomoni Ichiba retail stores selling products from Tokushima and Kagawa prefectures, the number of purchasing customers and units sold continued to exceed the previous year. As a result of securing stable sales, revenue in the group's retail business was ¥25 million, or 99.7% of the same period of the previous year, while the segment loss was ¥5 million, unchanged from the same period of the previous year.」

    While there has been no material change in the risks themselves relating to competing companies and stores or changes in consumer preferences, the number of purchasing customers and units sold exceeded the previous year, securing stable sales.
  3. FY2025First statedAnnual report

    「There are numerous competitors in the mail-order business. In the store-based business, many regional product centers selling local specialties operate stores, and there are particularly many competing stores in the Tokyo area.」

    The Company explicitly identifies numerous competing companies and stores, as well as changes in consumer preferences, as new risks to the retail business in relation to Tomoni Market Online (an online marketplace) and regional-product retail stores.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Saylor Advertising's next results are scheduled for 2026-11-10. Read the earnings preview
News
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