Komori
SHINTO Holdings (2776) · RiskDropped

Major customers’ shift to private-label products and lower sell-through of in-store inventory

First written in FY2017-Q1. 12 of 15 entries say "Restated". Latest entry: FY2020.

15entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY20202016: 320162017: 320172018: 420182019: 320192020: 22020
Same theme, other companies

The whole theme swung hardest in 2019: 3 of 9 companies on the "Worse" side.

2 other companies' latest entry also says "Dropped".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2020DroppedAnnual report
    The full-year report contains no specific disclosure regarding major customers’ shift toward private-label products or lower in-store inventory sell-through rates.
  2. FY2020DroppedAnnual report
    The full-year report contains no specific disclosure regarding major customers’ shift toward private-label products or lower in-store inventory sell-through rates.
  3. FY2020-Q3RestatedAnnual report

    「The apparel business remained generally challenging as consumers’ purchasing behavior for clothing diversified and their deep-rooted preference for saving persisted.」

    Regarding the apparel business, the company continues to describe the challenging business environment resulting from diversified consumer purchasing behavior and a deep-rooted preference for saving.
  4. FY2020-Q2RestatedAnnual report

    「The apparel business remained generally challenging as consumers’ purchasing behavior for clothing diversified and their deep-rooted preference for saving persisted.」

    The company continues to describe the challenging apparel market environment resulting from diversified consumer purchasing behavior and a preference for saving.
  5. FY2019RestatedAnnual report

    「The apparel business remained generally challenging, due to the growing shift by major customers toward private-label products and the impact of consumers’ strong defensive spending mindset, and the company expects these trends to continue.」

    The company indicates that the challenging business environment resulting from major customers’ growing shift toward private-label products and consumers’ defensive spending mindset is expected to continue.
  6. FY2019-Q3RestatedAnnual report

    「The apparel and casualwear industries in which the company operates remained generally challenging, due to the growing trend among major customers toward private-label products, consumers’ strong defensive spending mindset, and lower sell-through rates for major customers’ in-store inventories resulting from irregular weather and temperatures.」

    The company continues to identify major customers’ shift toward private-label products, consumers’ defensive spending mindset and lower in-store inventory sell-through rates due to irregular weather and temperatures as market-environment risks.
  7. FY2019-Q2RestatedAnnual report

    「The apparel and casualwear industries in which the company operates remained generally challenging, due to the growing trend among major customers toward private-label products, consumers’ strong defensive spending mindset, and lower sell-through rates for major customers’ in-store inventories resulting from irregular weather and temperatures.」

    The company continues to identify major customers’ shift toward private-label products, consumers’ defensive spending mindset and lower in-store inventory sell-through rates due to irregular weather and temperatures as market-environment risks.
  8. FY2019-Q1RestatedAnnual report

    「The apparel and casualwear industries in which the company operates remained generally challenging, due to the growing trend among major customers toward private-label products, consumers’ strong defensive spending mindset, and lower sell-through rates for major customers’ in-store inventories resulting from irregular weather and temperatures.」

    The company continues to identify major customers’ shift toward private-label products, consumers’ defensive spending mindset and lower in-store inventory sell-through rates due to irregular weather and temperatures as market-environment risks.
  9. FY2018RestatedAnnual report

    「The market environment remained generally challenging due to the growing trend among major customers toward private-label products, consumers’ strong defensive spending mindset, and lower sell-through rates for major customers’ in-store inventories resulting from irregular weather and temperatures.」

    The company reiterates these factors as full-year market conditions: major customers’ shift toward private-label products, consumers’ defensive spending mindset and lower in-store inventory sell-through rates due to irregular weather and temperatures.
  10. FY2018-Q3RestatedAnnual report

    「The casualwear market in which the company operates remained challenging, due to the trend among major customers toward private-label products and lower sell-through rates for major customers’ in-store inventories resulting from irregular weather, temperatures and prolonged rain.」

    The company continues to identify the trend among major customers toward private-label products and lower in-store inventory sell-through rates due to irregular weather, temperatures and prolonged rain as market conditions.
  11. FY2018-Q1RestatedAnnual report

    「The casualwear market in which the company operates remained challenging, due to the trend among major customers toward private-label products and lower sell-through rates for major customers’ in-store inventories resulting from irregular weather and temperatures.」

    The company continues to identify the trend among major customers toward private-label products and lower in-store inventory sell-through rates due to irregular weather and temperatures as market conditions.
  12. FY2017RestatedAnnual report

    「The casualwear market in which we operate continued to present a challenging business environment, owing to the growing shift by major customers toward private-label products, consumers’ strong focus on protecting household finances, and lower sell-through of major customers’ store inventory caused by unsettled weather and temperatures.」

    The company reiterates these factors as full-year market risks: major customers’ shift toward private-label products, consumers’ defensive spending mindset and lower in-store inventory sell-through rates due to irregular weather and temperatures.
  13. FY2017-Q3RestatedAnnual report

    「The casualwear market in which we operate continued to present a challenging business environment, owing to the growing shift by major customers toward private-label products, consumers’ strong focus on protecting household finances, and lower sell-through of major customers’ store inventory caused by unsettled weather and temperatures.」

    The company continues to identify major customers’ shift toward private-label products, consumers’ defensive spending mindset and lower in-store inventory sell-through rates due to irregular weather and temperatures as market risks.
  14. FY2017-Q2RestatedAnnual report

    「The casualwear market in which we operate continued to present a challenging business environment, owing to the growing shift by major customers toward private-label products, consumers’ strong focus on protecting household finances, and lower sell-through of major customers’ store inventory caused by unsettled weather and temperatures.」

    Continues to describe the shift by major customers toward private-label products, consumers’ defensive spending and lower store-inventory sell-through as market conditions.
  15. FY2017-Q1First statedAnnual report

    「The casualwear market in which we operate continued to present a challenging business environment, owing to the growing shift by major customers toward private-label products, consumers’ strong focus on protecting household finances, and lower sell-through of major customers’ store inventory caused by unsettled weather and temperatures.」

    Identifies the expansion of private-label products, consumers’ defensive spending and lower customer inventory sell-through caused by unsettled weather and temperatures as existing market risks.
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 SHINTO Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.