Intensifying Competition from the Expansion of Drugstore Outlets with In-Store Dispensing Pharmacies
First written in FY2018-Q1. 6 of 9 entries say "Restated". Latest entry: 2026-05-14.
Qol Holdings moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2026: 21 of 39 companies on the "Worse" side.
21 other companies' latest entry also says "Worsened".
- 2026-05-14WorsenedEarnings presentation
「Restructuring and offensive expansion by drugstores Major restructuring of the pharmacy market」
In addition to the aggressive expansion of drugstores, the restructuring of the pharmacy market as a whole was presented as a change in the business environment. - FY2020WorsenedAnnual report
「The health insurance pharmacy industry is expected to continue facing challenging conditions, including the increase in drugstores with in-house pharmacies, intensifying competition for M&A, and declining profitability due to revisions to drug prices and dispensing fees.」
The company described a broader and more challenging environment, including intensifying M&A competition and declining profitability resulting from revisions, in addition to the existing competition with drugstores with in-house pharmacies. - FY2020-Q1RestatedAnnual report
「Competition has intensified further due to the expansion of the business through M&A and the expansion of drugstores with in-house pharmacies, among other factors.」
The company continues to identify intensifying competition resulting from M&A and the expansion of drugstores with in-house pharmacies as an industry-environment risk. - FY2019-Q3RestatedAnnual report
「In addition, competition has intensified further due to the expansion of drugstores with in-house pharmacies, among other factors.」
The company continues to identify intensifying competition resulting from the expansion of drugstores with in-house pharmacies as a business-environment risk. - FY2019-Q2RestatedAnnual report
「In addition, competition has intensified further due to the expansion of drugstores with in-house pharmacies, among other factors.」
The company continues to regard intensifying competition resulting from the expansion of drugstores with in-house pharmacies as a business-environment risk. - FY2019-Q1RestatedAnnual report
「In addition, competition has intensified further due to the expansion of drugstores with in-house pharmacies, among other factors.」
The company continues to identify intensifying competition resulting from the expansion of drugstores with in-house pharmacies as a business-environment risk. - FY2018-Q3RestatedAnnual report
「In addition, competition has intensified further due to the expansion of drugstores with in-house pharmacies, among other factors.」
The company continues to identify intensifying competition resulting from the expansion of drugstores with in-house pharmacies as a business-environment risk. - FY2018-Q2RestatedAnnual report
「In addition, competition has intensified further due to the expansion of drugstores with in-house pharmacies, among other factors.」
The company continues to identify intensifying competition resulting from the expansion of drugstores with in-house pharmacies as a business-environment risk. - FY2018-Q1First statedAnnual report
「Competition has intensified further due to the expansion of drugstores with in-house pharmacies, among other factors.」
The company has, for the first time, identified intensifying competition resulting from the expansion of drugstores with in-house pharmacies as part of the business environment for the health insurance pharmacy industry.