Komori
Ohmoriya (2917) · RiskSoftened

Sluggish product selling prices due to consumers’ frugal and low-price preferences

First written in FY2016-Q3. 19 of 26 entries say "Restated". Latest entry: FY2026-H1.

26entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016-Q3 – FY2019RestatedFY2023-Q2 – FY2024-Q22016: 220162017: 120172018: 420182019: 420192020: 320202021: 220212022: 320222023: 220232024: 320242025: 120252026: 1
Same theme, other companies
Deteriorating sales environment due to thrift, low-price preferences, and price competitionA theme 23 companies write about · 23 as a headwind · 0 as a tailwind

Ohmoriya moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).

The whole theme swung hardest in 2020: 12 of 19 companies on the "Worse" side.

1 other company's latest entry also says "Softened".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1SoftenedAnnual report

    「In the food industry, the peak in inflation eased and consumption showed signs of recovery as wages rose, while the food-service and takeaway markets showed signs of recovery.」

    The previous explicit reference to increasingly cost-conscious consumers due to repeated price increases has been replaced by disclosure that easing inflation and wage increases supported a recovery in consumption, indicating a less negative description of the consumer environment.
  2. FY2025-H1RestatedAnnual report

    「In the food industry, demand for eating out was on a recovery trend due to increased inbound consumption, while consumers' thrift preference in demand for eating at home strengthened further amid successive product price increases.」

    The disclosure continues to state that successive product price increases further strengthened consumers' thrift preference in the at-home food market.
  3. FY2024SoftenedAnnual report

    「The market environment surrounding our Group has shown signs of stronger consumer purchasing appetite due to wage increases. However, consumers' heightened focus on protecting their household finances amid concerns over successive product price increases means that thrift and low-price preferences persist.」

    The wording has shifted from stating that consumers' thrift preference strengthened further to noting higher purchasing appetite due to wage increases, while still stating that thrift and low-price preferences persist.
  4. FY2024-Q2RestatedAnnual report

    「In the food industry, demand for eating out was on a recovery trend due to the recovery in inbound consumption, while demand for eating at home was affected by consumers' increasingly strong preference for prudence and thrift amid concerns over successive product price increases.」

    The disclosure continues to state that concerns over successive product price increases further strengthened consumers' preference for prudence and thrift in the at-home food market.
  5. FY2024-Q1RestatedAnnual report

    「In the food industry, demand for eating out was on a recovery trend due to strong inbound demand, while demand for eating at home was affected by consumers' increasingly strong preference for prudence and thrift amid concerns over successive product price increases.」

    The disclosure continues to state that concerns over successive product price increases further strengthened consumers' preference for prudence and thrift in the at-home food market.
  6. FY2023-Q2RestatedAnnual report

    「Consumers' thrift preference increased as successive price increases heightened their focus on protecting their household finances, and the market environment remained difficult.」

    The disclosure continues to state that concerns over product price increases and a heightened focus on protecting household finances further increased consumers' thrift preference.
  7. FY2023-Q1WorsenedAnnual report

    「Consumers' preference for prudence and thrift strengthened further amid concerns that product price increases would continue to be implemented repeatedly.」

    The disclosure states that concerns over repeated product price increases further strengthened consumers' preference for prudence and thrift.
  8. FY2022-Q3RestatedAnnual report

    「Consumers' thrift and low-price preferences strengthened further as higher raw-material prices resulting from the situation in Ukraine and other factors heightened their focus on protecting their household finances.」

    The disclosure continues to state that higher raw-material prices have heightened consumers' focus on protecting their household finances and further strengthened their thrift and low-price preferences.
  9. FY2022-Q2WorsenedAnnual report

    「Consumers' thrift and low-price preferences strengthened further as higher raw-material prices resulting from the situation in Ukraine and other factors heightened their focus on protecting their household finances.」

    In addition to the existing references to persistent thrift and low-price preferences and rising resource prices, the disclosure states that higher raw-material prices resulting from the situation in Ukraine and other factors further strengthened those preferences.
  10. FY2022-Q1RestatedAnnual report

    「Consumers' thrift preference strengthened further, partly because resource prices were rising.」

    The disclosure continues to state that consumers' thrift preference strengthened further against a backdrop of rising resource prices. It also continues to describe persistent thrift and low-price preferences in the market environment.
  11. FY2021-Q2RestatedAnnual report

    「Consumers' heightened focus on protecting their household finances has made thrift and low-price preferences persistent,」

    The disclosure continues to identify persistent consumer thrift and low-price preferences as a market factor.
  12. FY2021-Q1RestatedAnnual report

    「Consumers' thrift preference also strengthened further.」

    The disclosure continues to state that consumers' thrift preference strengthened further amid the impact of COVID-19.
  13. FY2020-Q3WorsenedAnnual report

    「In the food industry, demand for eating out declined due to nationwide school closures and requests to refrain from going out, while demand for eating at home increased. Consumers' thrift preference also strengthened further.」

    The disclosure shifts from the previous description of persistent thrift and low-price preferences to stating that thrift preferences strengthened further amid the impact of COVID-19.
  14. FY2020-Q2RestatedAnnual report

    「Consumers' thrift and low-price preferences have become persistent,」

    The disclosure continues to describe consumers' thrift and low-price preferences as persistent.
  15. FY2020-Q1WorsenedAnnual report

    「In addition, consumers' heightened focus on protecting their household finances has made thrift and low-price preferences persistent, and sales volumes of nori products have trended downward.」

    In addition to the established view that consumers' thrift and low-price preferences are persistent, the disclosure states that sales volumes of nori products are trending downward.
  16. FY2019RestatedAnnual report

    「The market environment surrounding our Group has remained characterized by consumers' thrift and low-price preferences, driven by their heightened focus on protecting their household finances,」

    The disclosure continues to describe consumers' thrift and low-price preferences as persistent in the full fiscal year.
  17. FY2019-Q3RestatedAnnual report

    「In the market environment surrounding our Group, consumers' thrift and low-price preferences have become persistent. In addition, raw-material nori during the current harvest season suffered a record poor crop, causing procurement prices to surge, and the market environment remained extremely difficult.」

    The disclosure continues to describe a market environment in which consumers' thrift and low-price preferences have become persistent.
  18. FY2019-Q2RestatedAnnual report

    「In the market environment surrounding our Group, consumers' thrift and low-price preferences have become persistent,」

    The disclosure continues to describe a market environment in which consumers' thrift and low-price preferences have become persistent.
  19. FY2019-Q1RestatedAnnual report

    「Consumers' heightened focus on protecting their household finances has made thrift and low-price preferences persistent, while」

    The disclosure continues to describe a market environment in which consumers' thrift and low-price preferences have become persistent.
  20. FY2018RestatedAnnual report

    「The market environment surrounding our Group has remained extremely difficult, as consumers' thrift and low-price preferences continue amid their heightened focus on protecting their household finances.」

    The disclosure continues to recognize that consumers' thrift and low-price preferences persist and that the market environment remains difficult.
  21. FY2018-Q3RestatedAnnual report

    「The market environment surrounding our Group has been characterized by persistent thrift and low-price preferences as consumers have become more focused on protecting their household finances, while」

    The disclosure continues to describe a market environment in which consumers' thrift and low-price preferences have become persistent.
  22. FY2018-Q2RestatedAnnual report

    「The market environment surrounding our Group has been characterized by persistent thrift and low-price preferences as consumers have become more focused on protecting their household finances, while」

    The disclosure continues to describe a market environment in which consumers' thrift and low-price preferences have become persistent.
  23. FY2018-Q1RestatedAnnual report

    「The market environment surrounding our Group has been characterized by persistent thrift and low-price preferences as consumers have become more focused on protecting their household finances, while」

    The disclosure continues to describe a market environment in which consumers' thrift and low-price preferences have become persistent.
  24. FY2017RestatedAnnual report

    「Consumers' heightened focus on protecting their household finances has made thrift and low-price preferences persistent, while」

    The disclosure continues to describe a market environment in which consumers' thrift and low-price preferences have become persistent.
  25. FY2016RestatedAnnual report

    「The market environment surrounding our Group has remained challenging, as consumers’ heightened focus on protecting their household finances has entrenched frugal and low-price preferences, and product selling prices have remained sluggish.」

    The disclosure repeats the persistence of consumers' thrift and low-price preferences and weak product selling prices as ongoing factors.
  26. FY2016-Q3First statedAnnual report

    「Consumers’ heightened focus on protecting their household finances has entrenched frugal and low-price preferences, and product selling prices have remained sluggish.」

    The disclosure identifies entrenched low-price preferences and sluggish product selling prices as continuing features of the market environment.
Moved together

"Uncertainty over the outlook due to overseas economic conditions, foreign exchange rates and share prices" moved the same way as this thread, in the same document, in 3 of its 26 moves.

3222★1234
  1. ★This thread
  2. 1Uncertainty over the outlook due to overseas economic conditions, foreign exchange rates and share prices3×
  3. 2Decline in gift-product sales due to weak gift-market conditions2×
  4. 3Decline in commercial nori sales to existing customers2×
  5. 4Higher logistics, labor and other costs2×

★ 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
No upcoming earnings preview for Ohmoriya yet.
News
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