Komori
Askul (2678) · RiskWorsened

Intensifying competition in the e-commerce market

First written in FY2019-Q1. 2 of 5 entries say "Restated". Latest entry: FY2026.

5entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2021-Q1WorsenedFY2024 – FY20262018: 12019: 120192020: 120202021: 020212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Risk of Intensifying Competition in the E-Commerce Channel and Strategic ResponseA theme 21 companies write about · 22 as a headwind · 0 as a tailwind

Askul moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 6 of 15 companies on the "Worse" side.

4 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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「当社グループが属するeコマース市場は、引き続き成長が期待される一方で、競争環境は一層激化しており」

    eコマース市場の成長が期待される一方、競争環境の激化がさらに強調された。
  2. FY2024WorsenedAnnual report

    「当社グループが属するeコマース市場は引き続き成長が見込まれているものの、競合とのサービス競争は激化しており」

    eコマース市場の成長が続く一方、競合とのサービス競争が激化していると明示され、競争環境の厳しさが強調された。
  3. FY2021-Q1RestatedAnnual report

    「配送ドライバー不足等に起因した配送運賃の高止まりや同業他社とのサービス品質競争が続いており、楽観視できない経営環境が続いております。」

    eコマース市場の競争環境について、同業他社とのサービス品質競争が継続している。
  4. FY2019RestatedAnnual report

    「当社グループが属するeコマース市場は引き続き成長が見込まれているものの、小売業と通販大手の提携の動きが加速する等、競争が激化しております。」

    eコマース市場の成長見込みと、小売業・通販大手の提携加速による競争激化を継続して記載している。
  5. FY2019-Q1First statedAnnual report

    「Although the e-commerce market in which the Group operates is expected to continue growing, competition is intensifying as alliances between retailers and major online retailers accelerate.」

    The acceleration of alliances between retailers and major online retailers is identified as an external risk contributing to intensifying competition in the e-commerce market.
Moved together

"Risk of obsolescence and delayed benefits from IT and logistics investments" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22★12
  1. ★This thread
  2. 1Risk of obsolescence and delayed benefits from IT and logistics investments2×
  3. 2Laying the groundwork for the medium-term management plan for the fiscal years ending May 2022 to May 20252×

★ 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.

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