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Coca-Cola Bottlers Japan Holdings (2579) · RiskWorsened

Regulations and Demand Fluctuations Affecting Alcoholic Beverages

First written in FY2018. 3 of 8 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024.

8entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MaterialisedFY2022-Q2 – FY2023-Q1SoftenedFY20232019: 120192020: 020202021: 020212022: 120222023: 420232024: 120242025: 12025
Same theme, other companies
Impact of Liquor Taxes and Drinking-Related Issues on the Alcoholic Beverage BusinessA theme 20 companies write about · 22 as a headwind · 0 as a tailwind

Coca-Cola Bottlers Japan Holdings moved to the "Worse" side of this theme in 2022.

The whole theme swung hardest in 2018: 3 of 8 companies on the "Worse" side.

0 other companies' latest entry also says "Worsened".

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.
Showing 14 of the 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2024WorsenedAnnual report

    「Although the company pursued sales initiatives including the launch of the new product Amakunai Lemon-do Sugar-Free Lemon and Sudachi and promotional campaigns, sales volume declined 16% due to the impact of a challenging competitive environment and other factors.」

    Despite the launch of new products and promotional campaigns, the decline in alcohol category sales volume widened from 12% in the previous fiscal year to 16% in fiscal 2024.
  2. FY2023SoftenedAnnual report

    「Although new products such as Jack Daniel's & Coca-Cola and the non-alcoholic beverage Yowanai Lemon-do, which has performed well since its launch, contributed to the alcohol category, volume declined 12% due in part to the impact of lower volume following price revisions.」

    Although the decline in alcohol category volume due to the normalization of at-home drinking demand and other factors continued, the decline narrowed from 15% for the previous quarter cumulative period to 12% for the full year.
  3. FY2023-Q3WorsenedAnnual report

    「Although new products such as Jack Daniel's & Coca-Cola contributed to the alcohol category, volume declined 15% due in part to the normalization of at-home drinking demand.」

    Despite contributions from new products, alcohol category volume declined 15% year on year due to the impact of normalized at-home drinking demand, widening the decline from 14% in the first-half period reported for the previous quarter.
  4. FY2023-Q2MitigatedAnnual report

    「Although the alcohol category declined 14% in the first half amid the normalization of at-home drinking demand that increased during the COVID-19 pandemic, it rose 6% in the second quarter alone, supported by new products such as Jack Daniel's & Coca-Cola and Lemon-do Sukkiri Lemon.」

    The decline in alcohol category volume caused by the normalization of at-home drinking demand continued in the first half, but volume increased 6% year on year in the second quarter alone due to contributions from new products, partially mitigating the recent decline in demand.
  5. FY2023-Q1MaterialisedAnnual report

    「Although the alcohol category implemented campaigns including a Samurai Japan support campaign for Lemon-do, volume declined 33% due to the reaction to new products launched in the same period of the previous year and the normalization of at-home drinking demand that increased during the COVID-19 pandemic.」

    Regarding the risk of fluctuations in alcohol demand, category volume declined 33% year on year due to the reaction to new products and the normalization of at-home drinking demand.
  6. FY2022MaterialisedAnnual report

    「Although the alcohol category benefited from an expanded product lineup accompanying the renovation of Lemon-do, the launch of the non-alcoholic beverage Yowanai Lemon-do, and the launch of Lemon-do Uchiwari Lemon, a lemon sour mixer aimed at capturing new demand, volume declined 15% due to the reaction to new products launched in the previous fiscal year and the normalization of at-home drinking demand that increased during the COVID-19 pandemic.」

    Despite the launch of new and renovated products, alcohol category volume declined 15% year on year due to the normalization of at-home drinking demand and the reaction to new products launched in the previous year.
  7. FY2022-Q2MaterialisedAnnual report

    「Although new and renovated products from Lemon-do contributed to results in the alcohol category, volumes declined 21% due to the reaction to the initial launch of new products in the previous year and the normalization of the at-home drinking demand that increased during the COVID-19 pandemic.」

    Regarding the risk of fluctuations in alcohol demand, sales volume declined 21% year on year due to the normalization of at-home drinking demand and the reaction to the initial launch of new products.
  8. FY2018First statedAnnual report

    「The alcoholic beverages sold by our Group in Japan are subject to the Liquor Tax Act, which establishes liquor taxes and related matters. Our Group has obtained a wholesale liquor business license under the Liquor Tax Act.」

    The company identified as a new risk the effects on sales and regulation of changes to the Liquor Tax Act and liquor tax rates, and the increasing social severity of alcohol-related issues.
Moved together

"Intensifying Competition in Soft Drinks Sales and Industry Consolidation" moved the same way as this thread, in the same document, in 4 of its 8 moves.

433222★123456
  1. ★This thread
  2. 1Intensifying Competition in Soft Drinks Sales and Industry Consolidation4×
  3. 2Risk of fluctuations in beverage sales due to weather factors such as cool summers and warm winters3×
  4. 3Risk of fluctuations in beverage demand due to changing consumer preferences3×
  5. 4Sustainable Growth and Improved Profitability through the Long-Term Management Vision 2020 and Medium-Term Management Plan2×
  6. 5Cost reductions of approximately ¥35 billion over five years under THE ROUTE to 20242×
  7. 6Delivering Value Through Beverages and Contributing to a Sustainable Society2×

★ 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.
Regulations and Demand Fluctuations Affecting Alcoholic Beverages | Coca-Cola Bottlers Japan Holdings Inc. (2579) | Komori