Resilient demand for daily necessities and infection-prevention products
First written in FY2020-Q3. 11 of 17 entries say "Reframed", first in FY2020. Latest entry: FY2025.
Planet moved to the "Worse" side of this theme in 2023.
The whole theme swung hardest in 2023: 3 of 13 companies on the "Worse" side.
8 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「Sales of cosmetics, OTC medicines and, among daily necessities, particularly laundry detergent, were strong as opportunities to go out increased and inbound demand recovered. Sales of pet-related products also remained firm.」
The discussion describes strong performance in product groups related to increased opportunities to go out and recovering inbound demand, rather than infection-control and stay-at-home products. - FY2024ReframedAnnual report
「Sales of cosmetics, skincare products, and laundry detergents benefited from increased opportunities to go out and the recovery in inbound demand. Sales of pet-related products also remained solid. At the same time, restraint in purchasing due to a stronger preference for saving continued, and the overall environment remained difficult.」
The description has shifted from trends in demand for infection-control and stay-at-home products to product-specific demand driven by increased opportunities to go out and recovering inbound demand. - FY2024-Q2ReframedAnnual report
「Sales of skincare products and lip balm for protection against winter dryness and cold remained strong as opportunities to go out increased. Sales of sheet masks and facial packs, which are also in high demand among visitors to Japan, as well as cold remedies and antitussive and expectorant medicines, also increased.」
The description has shifted from trends in infection-control and stay-at-home products to product-specific demand growth driven by increased opportunities to go out, seasonal factors and demand from visitors to Japan. - FY2024-Q1ReframedAnnual report
「UV-care products and odor-control products such as laundry deodorizers grew as record heat continued and opportunities to go out increased. Although sales of premium products in each category and pet-related products remained firm, the situation continued to be difficult, with consumers holding back on purchases as their preference for saving increased.」
The market view has shifted from trends in demand for infection-control and stay-at-home products to a combination of growth in UV-care and odor-control products driven by hot weather and increased opportunities to go out, firm sales of premium and pet-related products, and consumers holding back on purchases. - FY2023ReframedAnnual report
「The situation remained difficult, partly because of the impact of declining demand for COVID-19 infection-control and stay-at-home products.」
The description of demand for infection-control and stay-at-home products has shifted from their previous firmness and special demand to declining demand. - FY2023-Q3ReframedAnnual report
「The situation became difficult, partly due to the decline in demand for COVID-19 infection-control products and stay-at-home products.」
The description of demand for infection-control and stay-at-home products has shifted from their previous firmness and the reaction to special demand to declining demand. - FY2023-Q2ReframedAnnual report
「Demand for cold remedies, antipyretic analgesics, and antitussive and expectorant medicines to relieve symptoms such as fever increased as the number of infected people rose, and overall demand remained firm.」
The description of demand for infection-control products has shifted from the previous focus on the reaction to prior-year special demand to the specific trend of growing demand for cold remedies, antipyretic analgesics, and antitussive and expectorant medicines as the number of infected people increased. - FY2023-Q1ReframedAnnual report
「Demand for hygiene products such as masks, as well as cold remedies and antipyretic analgesics, substantially exceeded the previous year's level, and overall demand remained firm.」
The description has become more specific, shifting from the previous view that demand for infection-control and stay-at-home products was firm to a trend in which demand for hygiene products such as masks, as well as cold remedies and antipyretic analgesics, substantially exceeded the previous year's level. - FY2022ReframedAnnual report
「Some infection-control products saw a reaction to the prior year's special demand, but consumer awareness of hygiene remained high and demand stayed resilient.」
It was stated that, although infection-control products saw a reaction to the prior year's special demand, consumer awareness of hygiene remained high and demand was resilient. - FY2022-Q3ReframedAnnual report
「Some infection-control products saw a reaction to the prior year's special demand, but consumer awareness of hygiene remained high and demand stayed resilient.」
The description has shifted to state that, although demand is reacting to the prior year's special demand, consumer awareness of hygiene remains high and demand for infection-control products is resilient. - FY2022-Q2RestatedAnnual report
「In addition to special demand for antipyretic analgesics to address adverse reactions to COVID-19 vaccines, demand for high-function products for comfortable living at home and pet-related products increased as people spent more time at home. Overall demand therefore remained firm.」
In addition to trends in demand for infection-related products, the discussion notes increased demand for antipyretic analgesics, high-function products and pet-related products, and continues to describe overall demand as firm. - FY2022-Q1ReframedAnnual report
「In addition to special demand for antipyretic analgesics to address adverse reactions to COVID-19 vaccines, demand for high-function products for comfortable living at home and pet-related products increased as people spent more time at home. Overall demand therefore remained firm.」
In addition to the previous description of firm demand for infection-control and stay-at-home products, the discussion now notes increased demand for antipyretic analgesics, high-function products and pet-related products. - FY2021RestatedAnnual report
「Demand for infection-control products such as masks and disinfectant and hygiene products, as well as products related to stay-at-home consumption, remained firm as lifestyles and consumer behavior changed.」
The description continues to state that demand for infection-control and stay-at-home products is firm. - FY2021-Q3RestatedAnnual report
「Demand for infection-control products such as masks and disinfectant and hygiene products, as well as products related to stay-at-home consumption, remained firm as lifestyles and consumer behavior changed.」
The description continues to state that demand for infection-control and stay-at-home products is firm. - FY2021-Q2RestatedAnnual report
「Demand for infection-control products such as masks and disinfectant and hygiene products, as well as products related to stay-at-home consumption, remained firm as lifestyles and consumer behavior changed.」
The description continues to state that demand for infection-control and stay-at-home products is firm. - FY2020ReframedAnnual report
「Demand for daily necessities, which are essential goods, remained solid. In particular, demand for products related to infection prevention and stay-at-home consumption remained firm.」
The description has become more specific, stating that demand for daily necessities remained resilient even during COVID-19 and that demand for infection-prevention and stay-at-home products was firm. - FY2020-Q3First statedAnnual report
「However, demand for daily necessities, which are essential goods, remained resilient, and demand for infection-prevention products increased substantially. As a result, the impact on this industry remained smaller than that on other industries.」
Even amid the spread of COVID-19, demand for daily necessities remained resilient and demand for infection-prevention products increased substantially, so the general consumer goods distribution industry was less affected than other industries.