Intensifying Competition with Discounters, Drugstores and E-Commerce
First written in FY2017. 8 of 16 entries say "Restated". Latest entry: 2026-07-10.
Aeon Kyushu moved to the "Worse" side of this theme in 2018, 1 year before the typical company in this theme (2019).
The whole theme swung hardest in 2018: 16 of 40 companies on the "Worse" side.
23 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「The operating environment for the supermarket industry in Kyushu, including the company, has become more challenging due to consumers' stronger preference for thrift as prices of daily necessities rise, higher costs such as raw-material prices, labor costs, delivery expenses and utility charges, and intensifying competition across industry boundaries.」
The company continues to cite intensifying competition across industry boundaries as a factor contributing to the challenging operating environment, alongside higher prices and various costs. - FY2025-H1WorsenedAnnual report
「The operating environment for the supermarket industry in Kyushu, including the company, has become more challenging, with growth slowing from the same period of the previous year due to consumers' stronger preference for thrift amid rising prices, intensifying competition across industry boundaries and oligopolization through M&A.」
In addition to the previous cross-format competition, the company explicitly identifies oligopolization through M&A as a factor affecting the competitive environment and describes slower growth and increasingly challenging conditions. - FY2023-Q2RestatedAnnual report
「The retail industry faced a challenging operating environment due to intensifying competition across business formats, in addition to higher costs, including product procurement prices and utility expenses, against a backdrop of surging resource prices and the weaker yen.」
The company continues to cite intensifying competition across business formats as a factor contributing to the challenging operating environment, alongside higher procurement prices and utility expenses against a backdrop of resource prices and the weaker yen. - FY2023-Q1RestatedAnnual report
「The retail industry faced a challenging operating environment due to intensifying competition across business formats, in addition to higher costs, including product procurement prices and utility expenses, against a backdrop of surging resource prices and the weaker yen.」
The company continues to cite intensifying competition across business formats as a factor contributing to the challenging operating environment, alongside higher costs caused by resource prices and the weaker yen. - FY2022RestatedAnnual report
「The company's performance and financial condition may be affected by intensifying competition across industries and business formats, among other factors.」
The company continues to identify intensifying competition across industries and business formats as a risk affecting performance and financial condition. - FY2021-Q3WorsenedAnnual report
「In the retail industry, competition across industries and business formats has intensified, including through store openings by drugstores and discount stores and the expansion of e-commerce, and the environment surrounding the company has become more challenging.」
The company states that competition across industries and business formats has intensified further against a backdrop of store openings by drugstores and discount stores and the expansion of e-commerce, making the environment more challenging. - FY2020WorsenedAnnual report
「Intensifying competition across these business formats may affect the company's performance.」
The company lists general merchandise stores, supermarkets, convenience stores, discount stores, drugstores, specialty stores and e-commerce, among others, and explicitly identifies intensifying cross-format competition. - FY2019WorsenedAnnual report
「The company expects the challenging operating environment to continue, due to new store openings by competing discount stores and further intensification of competition across industries and business formats.」
The company explicitly identifies new store openings by competing discount stores and intensifying competition across industries and business formats as factors contributing to the challenging operating environment expected to continue. - FY2019-Q2WorsenedAnnual report
「The environment surrounding the company includes intensifying competition across industries and business formats and the rise of e-commerce」
In addition to intensifying competition across industries and business formats, the company explicitly identifies the rise of e-commerce and continues to describe the competitive environment as challenging. - FY2018WorsenedAnnual report
「In addition, sales of goods and services over the internet have expanded in recent years, intensifying competition with retailers that do not operate physical stores.」
In addition to competition with discount stores, drugstores and other retailers, the company explicitly identifies intensifying competition with online retailers that do not operate physical stores. - FY2018-Q3RestatedAnnual report
「The environment surrounding the retail industry remains challenging due to intensifying competition across industries and business formats, as well as higher expenses, including social insurance premiums and recruitment costs.」
The company continues to cite intensifying competition across industries and business formats as a factor contributing to the challenging business environment. - FY2018-Q2RestatedAnnual report
「The environment surrounding the company remains challenging due to intensifying competition across industries and business formats, among other factors.」
The company continues to cite intensifying competition across industries and business formats as a factor contributing to the challenging business environment. - FY2018-Q1RestatedAnnual report
「The environment surrounding the company remains challenging due to intensifying competition across industries and business formats, among other factors.」
The company continues to cite intensifying competition across industries and business formats as a factor contributing to the challenging environment surrounding it. - FY2017First statedAnnual report
「In recent years, discount stores and drugstores using low prices as a competitive advantage have also accelerated their store openings. Intensifying competition in Kyushu may adversely affect the company's business, financial condition and performance.」
For the first time, the company explicitly identifies competition with specialty stores, e-commerce, discount stores and drugstores, in addition to general merchandise stores and other retailers, as a risk.