Komori
Halows (2742) · RiskRestated

A challenging retail environment due to a preference for low-priced products and intensifying competition

First written in FY2017-Q1. 16 of 19 entries say "Restated". Latest entry: 2026-09-25.

19entries
11years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2019-Q3RestatedFY2024 – 2026-09-252016: 220162017: 420172018: 420182019: 120192020: 020202021: 120212022: 120222023: 120232024: 120242025: 120252026: 32026
Same theme, other companies
Retail Market Risk from Shrinking Domestic Consumption, Population Decline and Intensifying CompetitionA theme 15 companies write about · 15 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 9 of 10 companies on the "Worse" side.

6 other companies' latest entry also says "Restated".

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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「In the food supermarket industry, market contraction is expected due to the impact of population decline and other factors, including the declining birthrate and aging population, which have accelerated in recent years. In addition, competition is expected to intensify due to over-storing, including by companies in other industries, and the growing desire among consumers to protect household finances.」

    Intensifying competition against the backdrop of population decline, market contraction, over-storing and a desire to protect household finances continued to be noted.
  2. FY2024RestatedAnnual report

    「In the food supermarket industry, market contraction is expected due to the impact of population decline and other factors, including the declining birthrate and aging population, which have accelerated in recent years. In addition, competition is expected to intensify due to over-storing, including by companies in other industries, and the growing desire among consumers to protect household finances.」

    Intensifying competition against the backdrop of population decline, market contraction, over-storing and a desire to protect household finances continued to be noted.
  3. FY2023WorsenedAnnual report

    「In the retail industry, while the impact of COVID-19 remains, cautious purchasing activity driven by a desire to protect household finances and a continued preference for low-priced products are expected as concerns grow that consumer sentiment will weaken due to rising prices and other factors. In addition, population decline, changes in the age structure and changes in lifestyles are continuing, requiring responses to these developments as well as to intensifying competition, including over-storing.」

    In addition to the previously cited pandemic, preference for low-priced products, population and lifestyle changes, and intensifying competition, concerns that rising prices would weaken consumer sentiment were explicitly identified.
  4. FY2022RestatedAnnual report

    「In the retail industry, while the impact of COVID-19 is expected to continue, cautious purchasing activity driven by a desire to protect household finances and a continued preference for low-priced products are expected as concerns grow that consumer sentiment will weaken due to declining real wages and other factors. In addition, population decline, changes in the age structure and changes in lifestyles are continuing, requiring responses to these developments as well as to intensifying competition, including over-storing.」

    A preference for low-priced products, cautious purchasing activity, population and lifestyle changes, and intensifying competition continued to be cited as elements of the challenging retail environment.
  5. FY2021WorsenedAnnual report

    「In the retail industry, while the impact of COVID-19 is expected to continue, cautious purchasing activity driven by a desire to protect household finances and a continued preference for low-priced products are expected as concerns grow that consumer sentiment will weaken due to declining real wages and other factors. In addition, population decline, changes in the age structure and changes in lifestyles are continuing, requiring responses to these developments as well as to intensifying competition, including over-storing.」

    It was noted that, in addition to a preference for low-priced products and cautious purchasing activity, responses were required to COVID-19, population and lifestyle changes, and intensifying competition, broadening the range of risk factors.
  6. FY2019-Q3RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging retail environment resulting from a desire to protect household finances, a preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation continued to be noted.
  7. FY2019-Q2RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging retail environment resulting from a desire to protect household finances, a preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation continued to be noted.
  8. FY2019-Q1RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging retail environment resulting from a desire to protect household finances, a preference for low-priced products, competitor store openings, competition between business formats and industry consolidation continued to be noted.
  9. FY2018RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging retail environment resulting from a desire to protect household finances, a preference for low-priced products, competitor store openings, competition between business formats and industry consolidation continued to be noted.
  10. FY2018-Q3RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging retail environment resulting from a preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation continued to be noted.
  11. FY2018-Q2RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging retail environment resulting from a preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation continued to be noted.
  12. FY2018-Q1RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging retail environment resulting from a preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation continued to be noted.
  13. FY2017RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging retail environment resulting from a preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation continued to be noted.
  14. FY2017-Q3RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging environment resulting from a preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation continued to be noted.
  15. FY2017-Q2RestatedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The challenging environment resulting from a preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation continued to be noted.
  16. FY2017-Q1First statedAnnual report

    「In the retail industry, consumers continued to prioritize household budget protection in their everyday shopping, and demand for low-priced products remained strong. The difficult operating environment continued, characterized by new store openings by competitors in an oversupplied market, competition across business formats and industry consolidation.」

    The environment was described as challenging due to consumers’ preference for low-priced products, new store openings by competitors, competition between business formats and industry consolidation.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Halows yet. It last moved in the Earnings of 2026-09-25: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.