Komori
Fujiya (2211) · RiskDropped

Intensifying sales competition in the food industry

First written in FY2017-Q2. 3 of 6 entries say "Restated". Latest entry: FY2021.

6entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2017RestatedFY2018-Q3 – FY20212017: 220172018: 220182019: 120192020: 020202021: 020212022: 12022
Same theme, other companies
Intensifying Competition in the Domestic Consumer Goods MarketA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 1 of 6 companies on the "Worse" side.

0 other companies' latest entry also says "Dropped".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2021DroppedAnnual report
    当 filing の経営環境・リスク記載では、従来の食品業界における販売競争の激化は明示されていない。
  2. FY2018RestatedAnnual report

    「In the food industry to which the Group belongs, consumers’ inclination to save remains strong, while intensified sales competition and the impact of extremely hot weather and natural disasters have left the operating environment difficult.」

    食品業界における販売競争の激化を、節約志向や天候・災害と並ぶ経営環境上の要因として継続して記載している。
  3. FY2018-Q3RestatedAnnual report

    「In the food industry to which the Group belongs, consumers’ inclination to save remains strong, while intensified sales competition and the impact of extremely hot weather and other adverse weather conditions have left the operating environment difficult.」

    食品業界における販売競争の激化を引き続き記載している。
  4. FY2017WorsenedAnnual report

    「当社グループが属する食品業界においては、消費者の根強い節約志向が続いております。また、小売市場におけるドラッグストア等の台頭、それらに伴う企業間競争の激化により、経営環境は依然として厳しい状況となっております。」

    従来の販売競争激化に加え、ドラッグストア等の台頭と小売市場の変化を競争要因として具体化している。
  5. FY2017-Q3RestatedAnnual report

    「In the food industry to which the Group belongs, consumers have continued to favor saving and lower prices, while sales competition has intensified, leaving the operating environment difficult.」

    食品業界における販売競争の激化を引き続き経営環境上の要因として記載している。
  6. FY2017-Q2First statedAnnual report

    「In the food industry to which the Group belongs, consumers have continued to be inclined to save because of concern over the economic outlook, while sales competition has intensified, leaving the operating environment difficult.」

    消費者の節約志向に加え、食品業界で販売競争が激化していることを、経営環境上のリスクとして初めて明示している。
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