Consumption Pullback Following a Consumption Tax Rate Increase
First written in FY2020-Q1. 1 of 4 entries say "Softened", first in FY2020-Q2. Latest entry: FY2021-Q2.
Jins Holdings moved to the "Worse" side of this theme in 2021, 1 year after the typical company in this theme (2020).
The whole theme swung hardest in 2026: 4 of 7 companies on the "Worse" side.
25 other companies' latest entry also says "Restated".
- FY2021-Q2RestatedAnnual report
「The domestic eyewear retail market (prescription eyewear) has continued to decline recently, partly due to the backlash from last year's consumption-tax-rate increase.」
消費税率引き上げ後の反動と国内眼鏡小売市場のマイナス傾向が継続している。 - FY2021-Q1WorsenedAnnual report
「The domestic eyewear retail market (prescription eyewear) has continued to decline recently, partly due to the backlash from last year's consumption-tax-rate increase.」
前四半期の『需要の変化の兆し』という表現から、消費税率引き上げの反動と市場のマイナス傾向が依然として継続するとの記載に戻っている。 - FY2020-Q2SoftenedAnnual report
「Although the domestic eyewear retail market (prescription eyewear) has continued to decline year on year since March 2016, signs of changing demand have recently emerged, partly due to front-loaded demand ahead of the consumption-tax increase.」
前回の『増税後の反動があり、今後の動向が注視されます』という直接的な反動懸念の表現から、今回は『需要の変化の兆し』という表現に変わった。ただし市場の前年同期比マイナス傾向は継続している。 - FY2020-Q1First statedAnnual report
「In the domestic eyewear retail market (prescription eyewear), sales were up year on year in September 2019 due to front-loaded demand ahead of the consumption-tax increase, but demand fell back after the tax increase from October, and future trends require close monitoring.」
消費税率引き上げに伴う駆け込み需要と、その後の反動が国内眼鏡小売市場に現れた状況を新たなリスクとして記載している。