Demand for operational support driven by structural changes among automotive retailers
First written in FY2017. 11 of 21 entries say "Worsened", first in FY2020-Q3. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026WorsenedAnnual report
「New passenger vehicle sales, including registered vehicles and kei cars, declined 2.2% from the previous fiscal year, creating a markedly stagnant market environment and falling below the previous year's level for the first time in 4 years.」
The new vehicle market declined 2.2% from the previous fiscal year and fell below the previous year's level for the first time in 4 years. High prices, rising vehicle prices and restrictions on order allocations for popular models are cited as factors. - 2026-06-02WorsenedGeneral Meetings of Shareholders
「Sales of new passenger cars, comprising registered vehicles and kei cars, declined 2.2% from the previous fiscal year, falling below the previous year's level for the first time in 4 years and resulting in a market with a pronounced sense of stagnation.」
The full-year results showed that the new-car market had shifted from the improvement trend seen through the previous fiscal year to a decline. - FY2026-H1WorsenedAnnual report
「On the supply side, the automotive industry remained stable, without the production stoppages caused by certification irregularities and other issues seen last year. On the demand side, however, domestic new passenger vehicle registrations declined 1.9% year on year due to factors including weaker consumer appetite resulting from rising prices and higher vehicle prices. Concerns about the economy are intensifying, and the outlook remains cautious.」
Although supply remained stable, new vehicle registrations declined 1.9% year on year as rising prices and higher vehicle prices weakened consumer appetite, resulting in a deterioration in the demand environment and outlook. - FY2025MitigatedAnnual report
「Domestic new passenger vehicle sales increased 2.0% from the previous fiscal year and remained firm despite the impact of production stoppages and other factors. Used passenger vehicle registrations increased 0.8% year on year and remained firm, partly due to the stabilization of new vehicle supplies and the continued high level of used vehicle prices supported by strong exports.」
Both new vehicle sales and used vehicle registrations increased year on year, indicating that the market environment surrounding automotive dealers has improved from the level through the previous fiscal year. - FY2025-H1MitigatedAnnual report
「The supply of new vehicles improved further from the previous fiscal year, and market conditions were stable. Except for some brands, delivery times for core models have also been returning to normal.」
The document states that improvements in new vehicle supply and normalization of delivery times progressed, and that the market environment surrounding automotive dealers partially improved from the level through the previous fiscal year. - FY2024MitigatedAnnual report
「The domestic automotive market related to the Company remained firm as automakers' production showed signs of recovery due to easing shortages of semiconductors and parts. New passenger vehicle sales in the consolidated fiscal year increased 14.8% from the previous fiscal year, the highest growth rate in recent years.」
The domestic automotive market improved as shortages of semiconductors and parts eased, and new vehicle sales increased 14.8% year on year. However, extended delivery times and weak new orders remain. - FY2024-Q3MitigatedAnnual report
「Domestic new passenger vehicle sales totaled 2.276 million units, recovering with a 19.7% year-on-year increase, and calendar-year 2023 sales exceeded the previous year's level for the first time in 5 years. Compared with sales during the same period in 2019, before what is commonly referred to as the “COVID-19 pandemic,” the figure was 5.2% lower.」
Automotive production and new vehicle sales recovered as semiconductor shortages eased and supply chain disruptions were resolved, with calendar-year 2023 new vehicle sales exceeding the previous year's level for the first time in 5 years. On the other hand, sales were down 5.2% from the same period in 2019. - FY2023-Q3MitigatedAnnual report
「The domestic automotive market related to the Company continued to be significantly affected by shortages of semiconductors and other parts, but showed further improvement from the second quarter, supported by automakers' procurement and production efforts.」
Although the difficult market environment caused by shortages of semiconductors and other parts continues, conditions improved further from the second quarter due to automakers' procurement and production efforts. - FY2023-Q1WorsenedAnnual report
「The domestic automotive market related to the Company continued to face shortages of automotive parts due to persistent global supply-demand tightness for semiconductors and the impact of COVID-19, resulting in unprecedentedly long delivery times for new vehicles.」
Tight semiconductor supply-demand conditions and parts shortages have caused new vehicle delivery times to reach unprecedented levels, and the business environment surrounding automotive dealers continues to deteriorate. - FY2022WorsenedAnnual report
「In this social environment, the automotive industry as a whole experienced global production cuts due to tight semiconductor supplies. In Japan, new vehicle sales declined by approximately 0.44 million units, or 9.5% year on year, marking the third consecutive year of decline and the second consecutive year below 5 million units. New vehicle dealers continued to face a situation in which they had order backlogs but could not increase sales, and the adverse impact on performance and cash flow has been expanding.」
The document states that new vehicle sales continued to decline against the backdrop of production cuts caused by tight semiconductor supplies, increasing the impact on new vehicle dealers' sales and cash flow. - FY2022-Q3MitigatedAnnual report
「In the current fiscal year, sales totaled 3.018 million units, down 6.5% year on year.」
New vehicle sales declined 6.5% year on year, but the monthly rate of decline narrowed from 32.2% in September and 31.3% in October to 14.4% in November and 11.4% in December. Although the market environment remains challenging, the pace of decline has partially eased. - FY2022-Q2WorsenedAnnual report
「During the second-quarter cumulative consolidated period (1 April 2021 to 30 September 2021, hereinafter the “quarter”), new vehicle sales increased 23.8% on a cumulative basis for the 3 months from April to June, but production cuts continued due to the semiconductor shortage and delays in parts procurement. Sales turned negative year on year from July, declining sharply by 32.2% year on year in September 2021.」
Production cuts continued due to the semiconductor shortage and delays in parts procurement, causing the new vehicle market to turn from growth in the first quarter to decline. - FY2021WorsenedAnnual report
「As a result, full-year new vehicle sales declined by approximately 0.38 million units, or 7.6% year on year, falling below 5 million units for the first time in 5 years, while used vehicle registrations remained broadly at the same level as in the previous fiscal year despite the COVID-19 pandemic.」
The new vehicle market deteriorated, with sales down 7.6% year on year, or approximately 0.38 million units, falling below 5 million units for the first time in 5 years. Used vehicle registrations, meanwhile, remained broadly at the same level as in the previous fiscal year. - FY2021-Q3MitigatedAnnual report
「Third-quarter sales exceeded the previous year's level for 3 consecutive months. As a result, sales for the current fiscal year totaled 3.22 million units, down 12.0% year on year.」
Although cumulative new vehicle sales declined 12.0% year on year due to the impact of COVID-19, sales exceeded the previous year's level for 3 consecutive months in the third quarter, and the market environment partially recovered from the level through the second quarter. - FY2021-Q2WorsenedAnnual report
「In the current fiscal year, new vehicle sales declined for 6 consecutive months to 2.02 million units, down 22.6% year on year, the lowest level in 9 years since fiscal 2011, immediately after the Great East Japan Earthquake.」
Due to the spread of COVID-19 and the impact of requests to refrain from going out under the state of emergency, new vehicle sales declined for 6 consecutive months to 2.02 million units, down 22.6% year on year, reaching a 9-year low. The market environment surrounding automotive dealers has deteriorated further. - FY2021-Q1WorsenedAnnual report
「Against this economic backdrop, new vehicle sales in the markets related to the Company declined sharply by 31.8% year on year, while used vehicle registrations for passenger cars declined by 8.2%.」
Against the backdrop of the spread of COVID-19 and the declaration of a state of emergency, new vehicle sales and used vehicle registrations declined sharply, further deteriorating the market environment surrounding automotive dealers. - FY2020WorsenedAnnual report
「In the markets related to the Company, various new initiatives became active under the keyword “once in a century,” while consumer sentiment weakened due to the October 2019 consumption tax increase and the spread of COVID-19. Full-year new vehicle sales declined by approximately 0.22 million units, or 4.2% year on year, while used vehicle registrations remained at approximately the same level as in the previous fiscal year.」
Against the backdrop of the consumption tax increase and the spread of COVID-19, new vehicle sales declined by approximately 0.22 million units, or 4.2% year on year, and the market environment surrounding automotive dealers deteriorated. - FY2020-Q3WorsenedAnnual report
「In the third quarter, the figure was approximately 1.05 million units, down approximately 0.2 million units year on year, or 16.3%. As a result, the cumulative total for the current fiscal year fell below the positive figure through the second-quarter cumulative period, reaching approximately 3.67 million units, down approximately 0.06 million units year on year, or 1.7%.」
New vehicle sales declined by double digits for 3 consecutive months from October due to the consumption tax increase and the impact of natural disasters, turning to a 1.7% year-on-year decline on a cumulative basis through the third quarter. The market environment surrounding automotive dealers has deteriorated. - FY2019Expansion of social structural factorsAnnual report
「However, automotive dealers face a growing number of challenges, including improving the efficiency of their internal structures and optimizing store locations in response to social structural changes such as the declining birth rate and aging population and demands for the creation of a sustainable society. Against this backdrop, the importance of business support services for automotive dealers has been increasing.」
In addition to the declining birth rate and aging population, the document identifies demands for the creation of a sustainable society as a factor driving structural changes among automotive dealers and explains the importance of business support services. - FY2018RestatedAnnual report
「However, automotive dealers face a growing number of challenges, including improving the efficiency of their internal structures and optimizing store locations in response to social structural changes such as the declining birth rate and aging population. Against this backdrop, the importance of business support services for automotive dealers has been increasing.」
The Group has reaffirmed the challenges automotive dealers face in improving efficiency and optimizing store locations due to the declining birth rate and aging population, as well as the importance of business support services. - FY2017First statedAnnual report
「However, automotive dealers face a growing number of challenges, including improving the efficiency of their internal structures and optimizing store locations in response to social structural changes such as the declining birth rate and aging population. Against this backdrop, the importance of business support services for automotive dealers has been increasing.」
The document describes the challenges automotive dealers face in improving organizational efficiency and optimizing store locations due to the declining birth rate and aging population, as well as the resulting increase in the importance of business support services, as structural facts.