Persistent Thrift and Low-price Preferences
First written in FY2017-Q1. 18 of 29 entries say "Restated". Latest entry: 2026-07-10.
UOGroup moved to the "Worse" side of this theme in 2020, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 12 of 19 companies on the "Worse" side.
10 other companies' latest entry also says "Restated".
- 2026-07-10RestatedEarnings
「円安の影響による物価上昇が継続しており、個人消費の伸び悩みが懸念されるなど、依然として先行き不透明な状況が続いております。」
物価上昇を背景とする個人消費の伸び悩み懸念を継続している。 - FY2026RestatedAnnual report
「Although the volume of fresh fish and shellfish purchased by general consumers has remained stable, the amount spent has been trending downward.」
It continues to recognize the demand environment in which volumes purchased of fresh fish and seafood remain stable, while spending on them is trending downward. - FY2026-H1RestatedAnnual report
「Conditions of uncertainty have continued amid concerns about the outlook for the international economic environment, including U.S. tariff policy, and concerns that personal consumption will slow due to continued price increases.」
It indicates that concerns about a slowdown in personal consumption against a backdrop of rising prices have continued as part of the demand-environment outlook. - FY2025RestatedAnnual report
「Although the volume of fresh fish and shellfish purchased by general consumers has remained stable, the amount spent has been trending downward.」
It continues to recognize the demand environment in which volumes purchased of fresh fish and seafood remain stable, while spending on them is trending downward. - FY2025-Q1RestatedAnnual report
「Consumers’ focus on protecting their household budgets has continued to heighten,」
It indicates that consumers’ focus on protecting their household budgets has continued to heighten against a backdrop of rising prices. - FY2024WorsenedAnnual report
「As prices have risen due to the weaker yen, consumers’ focus on protecting their household budgets has heightened further,」
Regarding consumers’ focus on protecting their household budgets, it describes this as having heightened “further,” compared with the increase noted in the previous quarter. - FY2024-Q2SoftenedAnnual report
「In the seafood retail industry, which is the core business of our group, the challenging environment has continued due to soaring raw material market prices and consumers’ heightened focus on protecting their household budgets.」
It continues to describe the challenging environment caused by soaring raw material market prices and consumers’ heightened focus on protecting their household budgets, but the wording has been softened from the previous quarter’s “extremely challenging environment.” - FY2024-Q1WorsenedAnnual report
「In the seafood retail industry, which is the core business of our group, the extremely challenging environment has continued due to soaring raw material market prices and consumers’ heightened focus on protecting their household budgets.」
It cites soaring raw material market prices and consumers’ heightened focus on protecting their household budgets, describing the seafood retail industry as being in an “extremely challenging environment.” - FY2023-Q3RestatedAnnual report
「In the seafood retail industry, which is the core business of our group, the challenging environment has continued due to soaring raw material prices and the easing of stay-at-home demand through the end of last year.」
It continues to recognize that the seafood retail industry remains in a challenging environment due to soaring raw material prices and the easing of stay-at-home demand. - FY2023-Q2WorsenedAnnual report
「In the seafood retail industry, which is the core business of our group, the environment surrounding our group is expected to remain challenging, as purchase prices for seafood and logistics costs continue to rise, while stay-at-home demand has contracted following the lifting of priority preventive measures.」
In addition to the previous changes in consumer behavior following the easing of restrictions on movement, it explicitly identifies the contraction of stay-at-home demand and indicates that the demand environment surrounding the seafood retail industry remains challenging. - FY2023-Q1ReframedAnnual report
「During the COVID-19 pandemic, stay-at-home consumption increased in response to requests to refrain from going out, but conditions remained extremely challenging during the cumulative consolidated period amid changes in consumer behavior following the easing of restrictions on movement.」
The description has been reorganized from the previous references to stay-at-home consumption and the preference for savings and low prices into an explanation of the demand environment that includes changes in consumer behavior following the easing of restrictions on movement. - FY2022RestatedAnnual report
「Although the volume of fresh fish and shellfish purchased by general consumers has remained stable, the amount spent has been trending downward.」
It continues to recognize the demand environment in which volumes purchased of fresh fish and seafood remain stable, while spending on them is trending downward. - FY2022-Q3ReframedAnnual report
「Regarding domestic consumption, signs of a recovery emerged as restrictions on commercial facilities were eased, although stay-at-home consumption began to weaken following the lifting of the state of emergency.」
The description has changed from the previous reference to the continued preference for savings and low prices to a description of the demand environment that includes weakening stay-at-home consumption, the easing of activity restrictions at commercial facilities, and signs of a recovery in consumption activity. - FY2021ReframedAnnual report
「Although the volume of fresh fish and shellfish purchased by general consumers has remained stable, the amount spent has been trending downward.」
In addition to the continued preference for savings and low prices, it identifies a structural demand-side change, namely the decline in spending on fresh fish and seafood, as a risk. - FY2020WorsenedAnnual report
「The fresh fish business saw a decline in sales due to adverse weather, including successive typhoons and a mild winter, as well as the growing consumer preference for savings following the consumption tax increase from October.」
In addition to the continued preference for savings and low prices, the increase in that preference following the consumption tax increase is explicitly cited as a factor behind the sales decline. - FY2020-Q3RestatedAnnual report
「Although personal consumption is gradually recovering, customers' preference for savings and low prices remains deep-rooted」
While acknowledging a recovery in personal consumption, it continues to recognize that customers’ preference for savings and low prices remains deeply entrenched. - FY2020-Q2RestatedAnnual report
「Although personal consumption is gradually recovering, customers' preference for savings and low prices remains deep-rooted」
While acknowledging a recovery in personal consumption, it continues to recognize that the preference for savings and low prices remains deeply entrenched. - FY2020-Q1RestatedAnnual report
「Although personal consumption is gradually recovering, customers' preference for savings and low prices remains deep-rooted」
While acknowledging a recovery in personal consumption, it continues to recognize that the preference for savings and low prices remains deeply entrenched. - FY2019RestatedAnnual report
「In the seafood retail industry, which is the core business of our group, interest in food safety and security has increased further, while the preference for savings and low prices remains deeply entrenched.」
It continues to identify rising interest in food safety and security and the continued preference for savings and low prices as business-environment factors. - FY2019-Q3RestatedAnnual report
「In the seafood retail industry, which is the main business area of the Group, concern about food safety and security has grown further, while preferences for savings and low prices remain firmly entrenched.」
It continues to identify rising interest in food safety and security and the continued preference for savings and low prices as business-environment factors. - FY2019-Q2RestatedAnnual report
「In the seafood retail industry, which is the main business area of the Group, concern about food safety and security has grown further, while preferences for savings and low prices remain firmly entrenched.」
It continues to identify rising interest in food safety and security and the continued preference for savings and low prices as business-environment factors. - FY2019-Q1RestatedAnnual report
「In the seafood retail industry, which is the main business area of the Group, concern about food safety and security has grown further, while preferences for savings and low prices remain firmly entrenched.」
It continues to identify rising interest in food safety and security and the continued preference for savings and low prices as business-environment factors. - FY2018-Q3RestatedAnnual report
「In the seafood retail industry, which is the main business area of the Group, concern about food safety and security has grown further, while preferences for savings and low prices remain firmly entrenched.」
It continues to identify rising interest in food safety and security and the continued preference for savings and low prices as business-environment factors. - FY2018-Q2RestatedAnnual report
「In the seafood retail industry, which is the main business area of the Group, concern about food safety and security has grown further, while preferences for savings and low prices remain firmly entrenched.」
It continues to identify rising interest in food safety and security and the continued preference for savings and low prices as business-environment factors. - FY2018-Q1RestatedAnnual report
「Along with growing concern about food safety and security, consumers' preference for saving money and low prices remains firmly entrenched.」
It continues to identify rising interest in food safety and security and the continued preference for savings and low prices as business-environment factors. - FY2017WorsenedAnnual report
「Regarding personal consumption, some recovery is evident as employment conditions improve, but consumers’ focus on protecting their household budgets has heightened further amid rising prices and concerns about another consumption tax increase, and the preference for savings and low prices across food products, including fresh foods, remains deeply entrenched.」
It cites rising prices and concerns about a consumption tax increase, stating that consumers’ focus on protecting their household budgets has heightened further. - FY2017-Q3WorsenedAnnual report
「Although some recovery in personal consumption has been seen due to improved employment conditions, consumers have become even more focused on protecting their standard of living due to inflation and other factors, while preferences for saving money and low prices for fresh produce and food products generally remain firmly entrenched.」
It states that, in addition to the continued preference for savings and low prices, rising prices and other factors have further heightened consumers’ focus on protecting their household budgets. - FY2017-Q2RestatedAnnual report
「In the seafood retail industry, which is the main business area of the Group, concern about food safety and security has grown further, while preferences for savings and low prices remain firmly entrenched.」
The company continues to identify growing concern about food safety and security and continued preferences for savings and low prices as business-environment conditions. - FY2017-Q1First statedAnnual report
「Along with growing concern about food safety and security, consumers' preference for saving money and low prices remains firmly entrenched.」
The company identifies growing concern about food safety and security and continued preferences for savings and low prices as business-environment conditions in the seafood retail industry.