Sluggish inbound demand
First written in FY2021-Q2. 8 of 10 entries say "Restated". Latest entry: FY2026-H1.
The whole theme swung hardest in 2019: 8 of 19 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「Although personal consumption showed a gradual recovery trend, partly due to increased mobility among visitors to Japan」
The view that consumption, including inbound demand, is gradually recovering against the backdrop of increased mobility among visitors to Japan has been maintained. - FY2024-Q3RestatedAnnual report
「In addition to the emergence of recovery driven by inbound demand and other factors as mobility increases in Japan and overseas, beauty-related products such as cosmetics have begun to recover as opportunities to go out increase, although」
The view that recovery in inbound demand has begun to emerge has been maintained from the previous quarter. - FY2024-Q2RestatedAnnual report
「In addition, recovery driven by inbound demand and other factors has begun to emerge as mobility increases in Japan and overseas」
The description that recovery in inbound demand has begun to emerge has been maintained from the previous quarter. - FY2024-Q1MitigatedAnnual report
「While signs of recovery are emerging in beauty-related products such as cosmetics, driven by increased mobility both in Japan and overseas, as well as in inbound demand」
The description has changed from the previous reference to sluggish inbound demand to one stating that signs of recovery are emerging with increased mobility in Japan and overseas, weakening the wording of the risk of sluggish demand. - FY2022-Q3RestatedAnnual report
「During the nine-month period ended December 31, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」
It states that there have been no material changes to the existing business and other risks, including sluggish inbound demand. - FY2022-Q2RestatedAnnual report
「During the six-month period ended September 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」
It states that there have been no material changes to the existing business and other risks, including sluggish inbound demand. - FY2022-Q1RestatedAnnual report
「Furthermore, inbound demand remains weak, while the increase in store openings by competitors and intensifying price competition between different industries and business formats continue」
The company continues to identify weak inbound demand, along with increased store openings by competitors and price competition, as factors affecting the sales environment. - FY2021RestatedAnnual report
「In addition to weak inbound demand, the increase in store openings by competitors and intensifying price competition between different industries and business formats continue」
The company continues to identify weak inbound demand, along with increased store openings by competitors and price competition, as factors affecting the sales environment. - FY2021-Q3RestatedAnnual report
「In addition to weak inbound demand, the increase in store openings by competitors and intensifying price competition between different industries and business formats continue」
The company continues to describe weak inbound demand, along with increased store openings by competitors and price competition, as factors affecting the sales environment. - FY2021-Q2First statedAnnual report
「In addition to weak inbound demand, the increase in store openings by competitors and intensifying price competition between different industries and business formats continue」
Regarding the sales environment in the drugstore industry, the company explicitly identified weak inbound demand for the first time as a factor currently weighing on demand.