Emerging Demand for Infection Control, Staying at Home, DIY and Gardening
First written in FY2021-Q1. 3 of 20 entries say "Reframed", first in FY2022-Q1. Latest entry: FY2027-H1.
The whole theme swung hardest in 2022: 1 of 9 companies on the "Worse" side.
3 other companies' latest entry also says "Other".
- FY2027-H1Interim demand trends updatedAnnual report
「Regarding operating conditions, net sales increased from the previous fiscal year, partly because deteriorating conditions in the Middle East generated advance demand for petroleum-related products and because the company worked to ensure a stable supply of products and services in line with regional demand.」
It describes advance demand for petroleum-related products associated with deteriorating conditions in the Middle East, the stable supply of products and services in line with regional demand, and a decline in gross profit due to intensifying competition and higher purchase prices as demand and performance trends in FY2027-H1. - FY2026Full-year demand trends updatedAnnual report
「In terms of business conditions, revenue declined from the previous fiscal year due to intensifying competition from competitors, including companies in other industries, and a decline in demand for disaster-prevention products following the surge caused by the Hyuganada Earthquake and Typhoon No. 10 in the previous fiscal year.」
The company cites the decline following the increase in demand for disaster-prevention products caused by the previous year's earthquake and typhoon, along with intensifying competition, as factors behind the FY2026 sales decline. Meanwhile, some products, including rice-related products and summer and watering products, grew. - 2026-06-03Cited as achievedGeneral Meeting of Shareholders
「Revenue declined from the previous fiscal year due to intensifying competition from competitors, including companies in other industries, and a decline in demand for disaster-prevention products following the surge in demand in the previous fiscal year.」
Intensifying competition and the decline following the previous fiscal year's heightened demand for disaster-prevention products are linked to the decline in revenue. - FY2026-H1Interim demand trends updatedAnnual report
「In terms of operating conditions, sales declined from the previous fiscal year amid intensifying competition, including from companies in other industries, and a decline in demand for disaster-prevention products following the impact of the Hyuga-nada earthquake and Typhoon No. 10 in August of the previous year.」
The company cites the decline following the increase in demand for disaster-prevention products caused by the previous year's earthquake and typhoon as a factor behind the sales decline. Meanwhile, rice-related products grew because of a rice shortage and sales of government stockpiled rice, while bicycles and automotive products also performed well. - FY2025Full-year demand trends updatedAnnual report
「Disaster-prevention products grew following the earthquake off the coast of Hyuga-nada in August and Typhoon No. 10. Heightened crime-prevention awareness following a series of robberies in the Tokyo metropolitan area supported strong performance in crime-prevention products such as window films and sensor lights.」
In FY2025 as a whole, disaster-prevention products grew because of earthquakes and typhoons, while crime-prevention products performed well as crime-prevention awareness increased amid a series of robberies. - FY2025-H1Interim demand trends updatedAnnual report
「Disaster-prevention products and typhoon-preparedness products grew sharply, partly due to the earthquake off the coast of Hyuga-nada in August and Typhoon No. 10, but flower and vegetable seedlings, flower pots, and related products such as potting soil, fertilizer and soil-working tools were sluggish, partly due to the extreme heat.」
In FY2025-H1, following the decline from infection-control and stay-at-home demand, disaster-prevention and typhoon-prevention products grew, while demand for gardening-related products was weak because of extremely hot weather. Sales of paper products, which are daily necessities, grew through stronger promotions and price revisions. - FY2024Full-year demand trends updatedAnnual report
「In terms of operating conditions, although the company faced difficult conditions, including consumers holding back on purchases because of stronger thriftiness, unsettled weather in early spring and a warm autumn and winter from autumn onward, pet products and other items performed well.」
In FY2024 as a whole, following the decline from the previous year's strong infection-control and stay-at-home demand, thriftiness, unsettled weather and a warm autumn and winter weighed on sales, while pet products and other items performed well. - FY2024-Q3Demand trends updatedAnnual report
「In terms of overall operating conditions, the environment was challenging, particularly for seasonal products, due to reduced purchasing as consumers became more budget-conscious, unsettled weather in early spring and warm weather from autumn onward, but daily necessities, pet supplies and bedding performed well.」
Regarding demand trends after restrictions on activities were lifted, the company states that consumers held back on purchases because of stronger thriftiness, while unsettled weather in early spring and a warm autumn and winter affected sales of seasonal products. Daily necessities, pet products and bedding performed well. - FY2024-Q2ReframedAnnual report
「In terms of overall operating conditions, the environment was challenging due to reduced purchasing as consumers became more budget-conscious and the unsettled weather in early spring, but pet supplies and bedding performed well.」
The description has shifted from previous demand trends centered on declines following expanded demand for infection-control products, stay-at-home goods, DIY and gardening to a demand mix in which pet products and bedding performed well despite consumers holding back on purchases because of stronger thriftiness. - FY2024-Q1ReframedAnnual report
「In terms of operating conditions, results were difficult because of more opportunities to go out following the lifting of restrictions on activities and stronger consumer thriftiness.」
The description of demand trends has shifted from expanding demand for infection-control products, stay-at-home goods, DIY and gardening to weak sales caused by more opportunities to go out and stronger consumer thriftiness after restrictions were lifted. - FY2023-Q3Demand trends updatedAnnual report
「In terms of operating conditions, sales have been recovering, supported by strong sales of seasonal products, including strong summer product sales following an earlier-than-usual end to the rainy season and strong winter product sales as temperatures fell from October onward. Daily necessities also recovered steadily following lifestyle support sales, and the company's core gardening products performed well overall. However, sales fell below the previous year because of lower demand for infection-control and stay-at-home-related products and weak performance during Golden Week, a peak sales period.」
The company has updated its description of demand trends, citing recovery and strong performance in seasonal products, daily necessities and gardening products alongside declining demand for infection-control and stay-at-home-related products. - FY2023-Q2Performance period updatedAnnual report
「The first half benefited from favorable weather, supporting strong performance in the company's core gardening products, while an earlier-than-usual end to the rainy season supported strong sales of summer products. At the same time, the seventh wave of COVID-19 infections, which produced the highest number of cases to date, held back customer traffic. Although hygiene products such as masks related to infection control performed steadily, demand for splash-prevention panels and products for working from home also declined, resulting in a difficult outcome.」
During the cumulative second quarter period of FY2023, gardening products, summer products and some hygiene products performed well, while the company disclosed declines following strong demand for infection-control and work-from-home products, as well as weak customer traffic due to the seventh wave. - FY2023-Q1Performance period updatedAnnual report
「In terms of operating conditions, the company's core gardening products and bicycles performed well, but results were difficult because of declining demand for COVID-19 infection-control products and stay-at-home products.」
While demand for infection-control and stay-at-home products continued to decline, the company states that some areas of demand, including gardening products, bicycles, camping products, outdoor products and cooling products, were strong or showing signs of recovery. - FY2022-Q3Performance period updatedAnnual report
「In terms of operating conditions, sales faced significant pressure because of the backlash from strong sales in the previous fiscal year, driven by special fixed benefits and demand for COVID-19 infection-control products. Outdoor products and beds performed well, while gardening products continued to perform steadily.」
The company states that sales faced pressure because of the backlash from increased demand for special fixed benefits and infection-control products in the previous fiscal year, while outdoor products and beds performed well and gardening products performed steadily. - FY2022-Q2Performance period updatedAnnual report
「Sales faced significant pressure because of the backlash from the sharp growth in COVID-19 infection-control products and stay-at-home demand products in the previous fiscal year.」
While demand for infection-control products and stay-at-home demand products continued to decline, some products, including weed-prevention and weed-control products, camping-related products, large furniture and private-label partitions, performed steadily or well. - FY2022-Q1ReframedAnnual report
「Although demand for COVID-19 infection-control products and stay-at-home products declined, outdoor products and large furniture, including beds and sofas, performed well.」
The description of demand trends has shifted from expanding demand for infection-control products, stay-at-home goods, DIY and gardening to declining demand for infection-control and stay-at-home products, alongside strong performance in outdoor products and large furniture. - FY2021Full-Year Results UpdatedAnnual report
「The expansion of stay-at-home consumption resulting from working from home and voluntary restraint from going out supported strong performance in storage products and desk chairs, as well as DIY and gardening products.」
For FY2021 as a whole, infection-control products, stay-at-home demand, working from home, and DIY and gardening demand supported performance. - FY2021-Q3Performance period updatedAnnual report
「Winter products also performed well as temperatures fell, with heating products such as air-purifying, environmentally friendly ceramic heaters doing well, while humidifiers, led by private-label products, recorded steady sales growth. In addition, the spread of a new lifestyle, including voluntary restraint from going out and stay-at-home consumption, supported strong performance in storage products, desk chairs, DIY products such as paint and lumber, and gardening products, a core category for the company.」
During the cumulative third quarter period as well, infection-control products, heating products, private-label humidifiers, storage products, desk chairs, DIY products and gardening products performed well. - FY2021-Q2Performance period updatedAnnual report
「Changes in consumer behavior, including voluntary restraint from going out and stay-at-home consumption, supported strong performance in storage products, desk chairs and DIY products such as paint and lumber. Gardening products, a core category for the company, also performed well, led by gardening supplies and weed-control and weed-prevention products.」
During the cumulative second quarter period of FY2021 as well, storage products, desk chairs, DIY products and gardening products performed well against a backdrop of voluntary restraint from going out and stay-at-home consumption. - FY2021-Q1First statedAnnual report
「In terms of operating conditions, infection-control products, led by masks and alcohol-based disinfectants, were performing well when the fiscal year began. Following the state of emergency declared immediately after the start of the fiscal year, changes in consumer behavior, including voluntary restraint from going out and stay-at-home consumption, drove strong performance in storage products, desk chairs, DIY products such as paint and lumber, and other items. Gardening products, a core category for the company, also performed well, led by gardening supplies and weed-control and weed-prevention products.」
The company has, for the first time, separately disclosed as an actual result that infection-control products, storage products, desk chairs, DIY products and gardening products performed well amid changes in consumer behavior associated with COVID-19 and the state of emergency.