Komori
Coca-Cola Bottlers Japan Holdings (2579) · RiskDropped

Intensifying Competition in the Health Food and Cosmetics Markets

First written in FY2016-Q2. 6 of 15 entries say "Restated". Latest entry: FY2021-Q1.

15entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019-Q2WorsenedFY2020-Q1 – FY2020-Q32016: 220162017: 420172018: 320182019: 220192020: 320202021: 12021
Same theme, other companies
Intensifying competition and price declines in the healthcare industryA theme 12 companies write about · 12 as a headwind · 0 as a tailwind

Coca-Cola Bottlers Japan Holdings moved to the "Worse" side of this theme in 2017, 5 years before the typical company in this theme (2022).

1 other company's 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. FY2021-Q1DroppedAnnual report

    「As a result, our business segments now consist solely of the beverage business, which is a continuing operation. In line with the presentation format for the first quarter under review, certain related comparative consolidated financial statements and notes have been reclassified and presented accordingly.」

    The health foods and cosmetics businesses became discontinued operations in connection with the transfer of shares in Kyusai and were no longer treated as market risks for continuing operations.
  2. FY2020-Q3WorsenedAnnual report

    「The health foods and cosmetics markets are also viewed as trending downward, affected by reduced outings due to COVID-19 and a decline in inbound demand, among other factors.」

    The view of the health foods and cosmetics markets has changed from the previous expansion trend to a contraction trend following reduced outings and declining inbound demand due to COVID-19.
  3. FY2020-Q2WorsenedAnnual report

    「Although the health foods and cosmetics markets continue to expand due to consumers’ health orientation and growing demand for new functions and benefits, among other factors, they are expected to have been affected by COVID-19.」

    While recognizing the market expansion trend and competitive environment, the note newly specifies the impact of COVID-19 on the health foods and cosmetics markets.
  4. FY2020-Q1WorsenedAnnual report

    「Although the health foods and cosmetics markets continue to expand due to consumers’ health orientation and growing demand for new functions and benefits, among other factors, they are expected to have been affected by the initial impact of the spread of COVID-19.」

    The note adds the view that the markets were affected by the initial impact of the spread of COVID-19 while maintaining the market expansion trend.
  5. FY2019-Q2RestatedAnnual report

    「Although the health foods and cosmetics markets continue to expand due to consumers’ health orientation and continued inbound demand, among other factors, the competitive environment remains challenging due to companies’ active introduction of new products.」

    The note reconfirms the expansion trend in the health foods and cosmetics markets and the continuation of a challenging competitive environment due to active new product launches.
  6. FY2019-Q1RestatedAnnual report

    「Although the health foods and cosmetics markets continue to expand due to consumers’ health orientation, continued inbound demand and growing demand for new functions and benefits, among other factors, the challenging competitive environment continues due to companies’ active introduction of new products.」

    While acknowledging the expansion trend in the health foods and cosmetics markets, the note reconfirms the view that the competitive environment remains challenging due to new product launches.
  7. FY2018-Q2RestatedAnnual report

    「Although the health foods and cosmetics markets continue to expand due to consumers’ health orientation and continued inbound demand, among other factors, intense competition continues as companies actively introduce products in response to consumer needs.」

    While the health foods and cosmetics markets are on an expansion trend, the note reconfirms the view that intense competition continues due to companies’ active product launches.
  8. FY2018-Q1RestatedAnnual report

    「Although the health foods and cosmetics markets continue to expand due to consumers’ health orientation and continued inbound demand, among other factors, intense competition continues as companies actively introduce products in response to consumer needs.」

    While acknowledging the expansion trend in the health foods and cosmetics markets, the note reconfirms the view that intense competition continues due to companies’ active product launches.
  9. FY2017WorsenedAnnual report

    「In the health foods industry, the market continues to expand against the backdrop of growing consumer health awareness, while intense competition continues, including through active launches of Foods with Function Claims by companies and ongoing entry by companies from other industries.」

    While acknowledging the expansion of the health foods market, the description has returned from the previous focus on a “firm” market to explicitly state that the intense competitive environment is continuing.
  10. FY2017-Q3SoftenedAnnual report

    「In the health foods industry, active launches of Foods with Function Claims by companies and new market entry by companies from other industries continue against the backdrop of growing consumer health awareness. In the cosmetics industry, efforts to capture diversified consumer needs and inbound demand continue, and both markets remain firm.」

    While citing competitive factors such as the launch of Foods with Function Claims and entry by companies from other industries, the note describes both markets as remaining firm rather than using the previous wording of a “challenging environment.”
  11. FY2017-Q2SoftenedAnnual report

    「In the health foods industry, active market launches of Foods with Function Claims and new market entry by companies from other industries continue, while in the cosmetics industry the markets of both industries continue to expand due to the diversification of consumer needs, among other factors.」

    While citing new market entry and diversified needs as competitive factors, the wording has changed from the previous direct description of a “challenging environment” to also mention the market growth trend.
  12. FY2017-Q1RestatedAnnual report

    「Although the health foods and cosmetics markets continue to expand, both industries remain challenging due to intense sales competition resulting from entry by companies from other industries, among other factors.」

    While acknowledging the market growth trend, the note reconfirms the intense sales competition and challenging environment resulting from entry by companies from other industries, among other factors.
  13. FY2016WorsenedAnnual report

    「Meanwhile, sales competition in both industries is intensifying against the backdrop of entry by companies from other industries, among other factors, and the environment surrounding companies is becoming increasingly challenging.」

    The wording has changed to indicate that sales competition in the health foods and cosmetics industries is intensifying against the backdrop of entry by companies from other industries, making the environment increasingly challenging.
  14. FY2016-Q3RestatedAnnual report

    「In the health foods industry, active market launches of Foods with Function Claims continue, while in the cosmetics industry diverse sales promotion initiatives are increasing, and the competitive environment remains challenging in both markets.」

    The note reiterates the view that the competitive environment in the health foods and cosmetics markets is challenging, citing the same factors.
  15. FY2016-Q2First statedAnnual report

    「In the health foods industry, the active launch of Foods with Function Claims continues, while in the cosmetics industry the competitive environment remains challenging due to an increase in diverse sales promotion initiatives, among other factors.」

    The note identifies the increasing launch of Foods with Function Claims and the growing number of cosmetics sales promotion initiatives as factors making the competitive environment more challenging.
Moved together

"Decline in sales volume and revenue due to weak vending channels" moved the same way as this thread, in the same document, in 4 of its 15 moves.

443333★123456
  1. ★This thread
  2. 1Decline in sales volume and revenue due to weak vending channels4×
  3. 2Intensifying Competition in Soft Drinks Sales and Industry Consolidation4×
  4. 3Sustainable Growth and Improved Profitability through the Long-Term Management Vision 2020 and Medium-Term Management Plan3×
  5. 4Changes in the Retail Environment and Declining Vending Machine Sales Volumes3×
  6. 5Impact on target achievement from the spread of COVID-19 and postponement of the Tokyo 2020 Games3×
  7. 6Revenue to rise 1%; ¥18.0 billion business profit target for the fiscal year ending December 20203×

★ 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
Coca-Cola Bottlers Japan Holdings's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.