Apparel Division Struggles as Consumers Tighten Their Spending
First written in FY2017-Q1. 4 of 14 entries say "Mitigated", first in FY2017-Q2. Latest entry: FY2027-H1.
Hokuyu Lucky moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).
The whole theme swung hardest in 2025: 5 of 10 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「Apparel 1,015,825 961,144」
Apparel sales declined from ¥1,015.825 million in the first half of the previous fiscal year to ¥961.144 million, and the apparel segment continued to underperform the previous year. - 2026-04-10RestatedEarnings
「In the supermarket industry, the operating environment remains challenging as food prices have continued to rise due to higher costs, including labor, logistics and energy, as well as surging raw material prices and the weaker yen, further strengthening consumers' preference for lower prices and frugality.」
衣料部門単独の動向ではないため、同スレッドへの直接的な変化は限定的だが、節約志向の継続を確認している。 - FY2021WorsenedAnnual report
「Weakness in the apparel division following poor sales of apparel for seniors due to requests to refrain from going out」
The apparel division remained weak due to requests to refrain from going out, with apparel sales for the fiscal year at 88.5% of the year-earlier level. - FY2021-Q3MitigatedAnnual report
「The apparel division continued to suffer from weak sales of apparel for seniors and other products due to requests to refrain from going out, resulting in a sharp decline to 88.6% of the year-earlier level.」
Although the apparel division remains weak, the year-on-year ratio improved from 86.1% for the cumulative period through the previous quarter to 88.6%. - FY2021-Q2RestatedAnnual report
「The apparel division continued to suffer from weak sales of apparel for seniors and other products due to requests to refrain from going out, resulting in a sharp decline to 86.1% of the year-earlier level.」
The apparel division's weak performance continued due to requests to refrain from going out, resulting in sales at 86.1% of the year-earlier level. - FY2021-Q1WorsenedAnnual report
「Meanwhile, sales in the apparel division fell sharply to 75.3% of the year-earlier level, as apparel for seniors and other products performed poorly due in part to requests to refrain from going out and reduced hours at standalone apparel stores.」
Requests to refrain from going out and reduced hours at standalone apparel stores resulted in a sharp year-on-year decline in the apparel division, with sales at 75.3% of the year-earlier level. - FY2020MaterialisedAnnual report
「Sales fell below the previous fiscal year's level amid weak sales in the produce and meat divisions due to lower market prices, weak seasonal sales in the apparel division due to unsettled weather, and a growing inclination to economize because of concerns about the future, including the consumption tax increase and issues surrounding pensions and retirement funds.」
Weak seasonal sales in the apparel division, together with weak sales in the produce and meat divisions and other factors, are cited as reasons for the year's year-on-year decline in sales. - FY2020-Q3RestatedAnnual report
「Weak seasonal sales in the apparel division due to unsettled weather」
Weak seasonal sales in the apparel division due to unsettled weather continue to be cited as a factor behind sales falling below the previous year's results. - FY2020-Q2MaterialisedAnnual report
「Weak seasonal sales in the apparel division due to unsettled weather」
Weak seasonal sales in the apparel division due to unsettled weather are cited as a factor behind the year-on-year decline in sales. - FY2020-Q1MaterialisedAnnual report
「Sales fell below the previous year due in part to weak spring apparel sales, resulting in lower sales but higher profit.」
Weak spring apparel sales in the apparel division emerged in actual performance as a factor behind the year-on-year decline in sales. - FY2018-Q2MitigatedAnnual report
「Record-high temperatures in the first half of July drove strong sales of summer apparel and summer-related products such as watermelons, ice cream and bottled water.」
Summer apparel performed well, indicating an improvement in the apparel division from the situation in which it had continued to struggle due to consumers' inclination to economize. - FY2017-Q3MitigatedAnnual report
「Demand for yakiniku products, leisure goods and summer apparel was relatively solid. In addition, as temperatures fell from mid-October onward, hot-pot products and winter apparel performed well.」
Both summer and winter apparel performed solidly or well, and the current-quarter disclosures do not indicate any struggles caused by consumers' inclination to economize. - FY2017-Q2MitigatedAnnual report
「The apparel division remained solid despite the impact of unstable weather.」
The apparel division, which had struggled in the previous quarter, was solid in the current quarter. - FY2017-Q1First statedAnnual report
「The apparel division continued to struggle under the strong impact of consumers' inclination to economize.」
Consumers' inclination to economize has manifested itself in the apparel division's struggles.