Impact of Global Instability on Customer Promotional Spending and Orders
First written in FY2024. 1 of 2 entries say "Materialised", first in 2026-08-12. Latest entry: 2026-08-12.
Kids Star moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2025: 3 of 8 companies on the "Worse" side.
0 other companies' latest entry also says "Materialised".
- 2026-08-12MaterialisedEarnings
「The main reason for pavilion departures was a review of advertising policies by certain client companies against a backdrop of yen depreciation and higher raw-material prices.」
The company stated that client companies' reviews of their promotional policies, prompted by global conditions and rising costs, had resulted in pavilion departures. - FY2024First statedAnnual report
「If prolonged global instability leads customers to restrain advertising and sales-promotion spending against a backdrop of worsening market conditions and the economy, resulting in lower orders and sales, lower profit margins or delays in collecting trade receivables, our operating results and financial position may be affected.」
The risk is discussed against the backdrop of Russia’s invasion of Ukraine, heightened tensions in the Middle East and surging energy and logistics costs.