Uncertainty Related to Inflation, Overseas Economic Conditions, Exchange Rates and Raw Material Prices
First written in FY2026-H1. 1 of 3 entries say "Dropped", first in FY2026. Latest entry: 2026-08-14.
The whole theme swung hardest in 2020: 40 of 57 companies on the "Worse" side.
4 other companies' latest entry also says "First stated".
- 2026-08-14First statedEarnings
「Although continuing high prices weigh on personal consumption, the economy is gradually recovering as employment and income conditions improve. Meanwhile, the environment surrounding corporate earnings remains uncertain due to factors including the impact of U.S. tariff policy, geopolitical risks such as the situation in the Middle East, and fluctuations in foreign-exchange rates and energy prices.」
External-environment risks not found in the FY2026 main text were stated again in the quarterly disclosure. Do not change the original thread. - FY2026DroppedAnnual reportThe current fiscal year's main text contains no comparable statement combining rising prices, U.S. trade policy, overseas economic conditions, foreign exchange and raw material prices.
- FY2026-H1First statedAnnual report
「Although personal consumption remains weak due to rising prices, a gradual recovery is expected against a backdrop of improving employment and income conditions. At the same time, many factors remain a concern for the economy, including U.S. trade policy, a slowdown in overseas economies, exchange-rate fluctuations and soaring raw material prices, and the uncertainty surrounding corporate earnings continues.」
This identifies the coexistence of factors supporting an economic recovery and multiple external concerns as a risk.