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Gfoot (2686) · RiskWorsened

Higher Lease Costs and Holding Risks Due to Rising Real Estate Prices

First written in FY2018. 2 of 4 entries say "Worsened", first in FY2019. Latest entry: FY2026.

4entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY20202018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Risk of fluctuations in real estate market conditions due to economic conditions, interest rates, land prices, and other factorsA theme 108 companies write about · 122 as a headwind · 4 as a tailwind

Gfoot moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2020: 30 of 70 companies on the "Worse" side.

26 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 108 companies compared. The sentences above are computed from all 108.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「当社グループは不動産の賃借を行うため、不動産価格が上昇した場合、不動産の賃借に係る費用が増加する可能性があります。一方、当社が保有している不動産について、不動産価格が下落した場合、減損損失又は固定資産売却損を計上する可能性があります。」

    従来の賃借費用増加・不動産保有リスクに加え、保有不動産の価格下落による減損損失・固定資産売却損の可能性を明示している。
  2. FY2020RestatedAnnual report

    「当社グループは不動産の賃借を行うため、不動産価格が上昇した場合、不動産の賃借に係る費用が増加する可能性があります。また、不動産関係法の改正や会計基準の変更による不動産保有リスクの上昇が、当社グループの事業、財務状況及び業績に影響を及ぼす可能性があります。」

    不動産価格上昇による賃借費用増加と、不動産関係法・会計基準変更による保有リスクを継続している。
  3. FY2019WorsenedAnnual report

    「また、不動産関係法の改正や会計基準の変更による不動産保有リスクの上昇が、当社グループの事業、財務状況及び業績に影響を及ぼす可能性があります。」

    不動産価格上昇による賃借費用増加に加え、不動産関係法・会計基準変更による保有リスク上昇を明示している。
  4. FY2018First statedAnnual report

    「Because we lease real estate, higher real estate prices could increase the cost of leasing real estate.」

    The risk of higher lease costs resulting from store real estate price increases is identified separately for the first time.
Moved together

"Consumer Thrift and Low-Price Preferences and Moderation in Inbound Consumption" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22222★12345
  1. ★This thread
  2. 1Consumer Thrift and Low-Price Preferences and Moderation in Inbound Consumption2×
  3. 2Consecutive Increases in Operating and Ordinary Profit2×
  4. 3Stronger Inventory Control and Improved Store Freshness Through Product Rotation2×
  5. 4Delayed Response to Rapid Casualization of Consumption and Declines in Sports Footwear Sales and Customer Traffic2×
  6. 5Inadequate Response in Product Sourcing and Development to Changing Customer Preferences2×

★ 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
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Higher Lease Costs and Holding Risks Due to Rising Real Estate Prices | GFOOT CO.,LTD. (2686) | Komori