Komori
Yakult Honsha (2267) · RiskMaterialised

Rising dependence on Yakult-type products and risks from changes in competition and consumer perceptions

First written in FY2018. 4 of 8 entries say "Materialised", first in FY2026-H1. Latest entry: 2026-07-31.

8entries
9years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY20212018: 120182019: 120192020: 120202021: 120212022: 020222023: 020232024: 020242025: 120252026: 32026
Same theme, other companies
Dependence on Yakult products and changes in competition and consumer perceptionsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-07-31MaterialisedEarnings

    「Although we worked to strengthen sales, mainly through these initiatives, both dairy products and soft drinks underperformed the previous year amid a difficult market environment affected by rising prices and other factors.」

    Market conditions, including rising prices, resulted in year-on-year declines in domestic dairy products and soft drinks.
  2. FY2026MaterialisedAnnual report

    「Although we worked to strengthen sales, mainly through these initiatives, both dairy products and soft drinks underperformed the previous year amid a difficult market environment affected by the emergence of competing products and rising prices.」

    Market conditions, including the rise of competing products and inflation, have materialized in below-year-earlier performance for domestic dairy products and soft drinks.
  3. 2026-05-12MaterialisedEarnings

    「Although we worked to strengthen sales, mainly through these initiatives, both dairy products and soft drinks underperformed the previous year amid a difficult market environment affected by the emergence of competing products and rising prices.」

    The emergence of competing products, rising prices and other market conditions resulted in year-on-year declines in Japan’s dairy products and soft drinks.
  4. FY2026-H1MaterialisedAnnual report

    「Although the Company worked to strengthen sales, focusing on these initiatives, performance remained below the previous year due to the impact of challenging market conditions, including the rise of competing products and inflation.」

    Market conditions, including the rise of competing products and inflation, have materialized in Japan's below-year-earlier performance.
  5. FY2021RestatedAnnual report

    「The principal products of the Group are Yakult products made with Lactobacillus casei Shirota strain, and sales of these products account for a substantial portion of the Group's total sales.」

    The Company continues to identify the risk that dependence on sales of Yakult products, as well as the emergence of competing products and changes in consumer perceptions and preferences, will affect performance.
  6. FY2020RestatedAnnual report

    「The principal products of the Group are Yakult products made with Lactobacillus casei Shirota strain, and sales of these products account for a substantial portion of the Group's total sales.」

    The Company continues to identify the risk that dependence on sales of Yakult products, as well as the emergence of competing products and changes in consumer perceptions and preferences, will affect performance.
  7. FY2019RestatedAnnual report

    「The principal products of the Group are Yakult products made with Lactobacillus casei Shirota strain, and sales of these products account for a substantial portion of the Group's total sales.」

    The Company continues to identify the risk that dependence on sales of Yakult products, as well as the emergence of competing products and changes in consumer perceptions and preferences, will affect performance.
  8. FY2018First statedAnnual report

    「The principal products of the Group are Yakult products made with Lactobacillus casei Shirota strain, and sales of these products account for a substantial portion of the Group's total sales. As overseas operations, where Yakult products account for a high proportion of sales, expand, dependence on Yakult products may increase further in the future.」

    The Company has newly identified as risks the possibility that dependence on its core Yakult products will increase further as overseas operations expand, and the impact of competing products and changes in consumer perceptions and preferences.
Moved together

"Cost Risk from Rising Raw Material and Crude Oil Prices" moved the same way as this thread, in the same document, in 3 of its 8 moves.

32★12
  1. ★This thread
  2. 1Cost Risk from Rising Raw Material and Crude Oil Prices3×
  3. 2Foreign Exchange, Political/Economic and Regulatory Risks Associated with the Globalization of Operations2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Yakult Honsha yet. It last moved in the Earnings of 2026-07-31: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising dependence on Yakult-type products and risks from changes in competition and consumer perceptions | YAKULT HONSHA CO.,LTD. (2267) | Komori