Komori
and ST HD (2685) · RiskRestatedLatest Earnings presentation materials (2026-09-30): "Achieved"

Growth Constraints in Japan’s Apparel Market Due to Demographic Aging and Diversifying Preferences

First written in FY2017. 4 of 12 entries say "Restated". Latest entry: 2026-09-30.

12entries
10years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2018 – FY2019RestatedFY2024 – 2026-04-062017: 120172018: 120182019: 120192020: 020202021: 020212022: 020222023: 020232024: 120242025: 120252026: 72026
Same theme, other companies
Weak demand and declining orders in apparel and electronic materialsA theme 18 companies write about · 19 as a headwind · 0 as a tailwind

and ST HD 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 2020: 8 of 13 companies on the "Worse" side.

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

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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Over the medium to long term, the domestic apparel market is expected to continue its gradual structural contraction due to the declining birthrate and aging population, while the overseas apparel market is expected to continue expanding, supported by population growth and higher income levels in emerging economies.」

    It continues to describe the structural contraction of the domestic market and the outlook for expansion in overseas markets.
  2. FY2025RestatedAnnual report

    「Over the medium to long term, the domestic apparel market is expected to continue its gradual structural contraction due to the declining birthrate and aging population, while the overseas apparel market is expected to continue expanding, supported by population growth and higher income levels in emerging economies.」

    It continues to describe the structural contraction of the domestic market and the outlook for expansion in overseas markets.
  3. FY2024RestatedAnnual report

    「Over the medium to long term, Japan’s apparel market is expected to continue its gradual structural contraction due to declining birth rates and population aging, while overseas apparel markets are expected to continue expanding, supported by population growth and rising income levels in emerging economies.」

    It continues to describe the structural contraction expected in Japan’s domestic apparel market and the outlook for expansion in overseas markets.
  4. FY2019WorsenedAnnual report

    「It is also said that in 2025, Japan’s working-age population and non-working-age population will reverse in size, changing the business structures of all industries.」

    It links the contraction of the domestic market due to declining birth rates and population aging to changes in the population structure in 2025 and changes in the business structures of all industries.
  5. FY2018WorsenedAnnual report

    「In addition to the contraction and transformation of Japan’s apparel market due to population decline and aging, the advance of the information society is making all aspects of life increasingly borderless.」

    It describes the growth constraints caused by declining birth rates and population aging more directly as the contraction and transformation of Japan’s domestic apparel market.
  6. FY2017First statedAnnual report

    「In Japan’s apparel market, demographic ageing and declining birth rates and increasingly diverse consumer preferences are making it difficult for all brands to uniformly expand their sales scale.」

    It describes a market environment in which declining birth rates, population aging, and increasingly diverse preferences make it difficult to expand sales across all brands uniformly.
Moved together

"Improving the Gross Profit Margin by Reducing Markdown Rates" moved the same way as this thread, in the same document, in 4 of its 12 moves.

432222★123456
  1. ★This thread
  2. 1Improving the Gross Profit Margin by Reducing Markdown Rates4×
  3. 2Becoming a Global, Multi-Brand Fashion SPA Company3×
  4. 3Expanding Sales by Improving Product Development and Sales Capabilities2×
  5. 4Active Advertising, Including Television Commercials2×
  6. 5Revenue and Profit Growth and Improvement in Profitability Metrics2×
  7. 6Recognition of Impairment Losses on Stores2×

★ 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
No upcoming earnings preview for and ST HD yet. It last moved in the Earnings presentation materials of 2026-09-30: "Achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.