Intensifying competition across industries and business formats
First written in FY2016. 23 of 34 entries say "Restated". Latest entry: FY2027-H1.
Jason 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: 22 of 39 companies on the "Worse" side.
39 other companies' latest entry also says "Restated".
- FY2027-H1RestatedAnnual report
「The retail industry continues to face a challenging operating environment. In addition to ongoing price increases, primarily for food products, surging energy prices, and rising costs including labor costs, competition across industry boundaries, including intensifying M&A activity, is becoming more severe.」
Intensifying competition across industry boundaries, together with rising costs such as price increases, energy prices, and labor costs, as well as increased M&A activity, continues to be a factor contributing to the challenging operating environment. - FY2026MaterialisedAnnual report
「The company’s earnings plan diverged from its initial assumptions due to a slowdown in customer traffic resulting from intensifying competition with competitors in the region where its core stores are located.」
The disclosure states that the slowdown in customer traffic caused by intensifying competition actually resulted in a divergence from サンモール’s earnings plan. - FY2026-H1RestatedAnnual report
「In the retail industry, in addition to intensifying competition across industry boundaries, prices have broadly risen, including for various food products, particularly rice, and energy. Consumers continue to prioritise thrift to protect their living standards, and the operating environment remains challenging.」
The company continues to identify intensifying cross-industry competition and consumers’ thrift orientation, together with rising prices, as factors contributing to a challenging retail environment. - FY2025RestatedAnnual report
「Many of the products handled at 「ジェーソン」 stores overlap with those sold by other business formats, including convenience stores, drugstores, 100-yen shops and supermarkets. In addition, the expansion of the e-commerce market has accelerated in recent years, and the risk of continually competing with these formats has become apparent.」
The company continues to recognise that competition from other business formats and the e-commerce market has become apparent. - FY2024RestatedAnnual report
「Many of the products handled at 「ジェーソン」 stores overlap with those sold by other business formats, including convenience stores, drugstores, 100-yen shops and supermarkets. In addition, the expansion of the e-commerce market has accelerated in recent years, and the risk of continually competing with these formats has become apparent.」
The company continues to recognise the risk that competition from other business formats and the e-commerce market has become apparent. - FY2023RestatedAnnual report
「Many of the products handled at 「ジェーソン」 stores overlap with those sold by other business formats, including convenience stores, drugstores, 100-yen shops and supermarkets. In addition, the expansion of the e-commerce market has accelerated in recent years, and the risk of continually competing with these formats has become apparent.」
The company continues to recognise the existing risk that, in addition to competition from other business formats, competition with the e-commerce market has become apparent. - FY2022WorsenedAnnual report
「Many of the products handled at 「ジェーソン」 stores overlap with those sold by other business formats, including convenience stores, drugstores, 100-yen shops and supermarkets. In addition, the expansion of the e-commerce market has accelerated amid the COVID-19 pandemic, and the risk of continually competing with these formats has become apparent.」
The disclosure states that, in addition to competition from other business formats, the expansion of the e-commerce market accelerated during the COVID-19 pandemic, making the risk of competition apparent. - FY2022-Q2RestatedAnnual report
「In the retail industry, demand for eating at home increased due to stay-at-home consumption and working from home, and sales of food and daily necessities remained firm. However, changes in consumers’ lifestyles and their deep-rooted thrift orientation have progressed further, and the operating environment remains challenging.」
The disclosure continues to describe a challenging retail environment resulting from changes in lifestyles and the strengthening of deep-rooted thrift orientations, despite firm demand for food and daily necessities. - FY2022-Q1RestatedAnnual report
「In the retail industry, the easing of stay-at-home requests and activity restrictions, except in some regions, provided some support, particularly for food and apparel. However, changes in consumers’ lifestyles and their deep-rooted thrift orientation have progressed further, and the operating environment remains challenging.」
The company continues to describe a challenging retail environment resulting from changes in consumers’ lifestyles and the strengthening of thrift orientations. It states that there have been no material changes to the risks related to competition across industries and business formats. - FY2021WorsenedAnnual report
「Many of the products handled overlap with those sold by other business formats, including convenience stores, drugstores, 100-yen shops and supermarkets, and the risk of these formats continually opening stores near 「ジェーソン」 stores has become apparent.」
Regarding competition from other business formats, the company states that the risk of nearby store openings is continually becoming apparent. - FY2021-Q3WorsenedAnnual report
「In the retail industry, demand for eating at home increased due to stay-at-home consumption and working from home, and sales of daily necessities and food products remained strong. However, the worsening income and employment environment has further strengthened consumers’ thrift and low-price orientations by weakening consumer sentiment, and the operating environment is expected to remain challenging.」
The disclosure states that demand for daily necessities and food products remains strong amid COVID-19, while worsening income and employment conditions have further strengthened thrift and low-price orientations, and that the operating environment is expected to remain challenging. - FY2020WorsenedAnnual report
「The Group expects demand for small-market stores such as its own to continue expanding. At the same time, competition across industries and business formats continues to intensify, including from convenience stores, drugstores, 100-yen shops, supermarkets, discount stores and small discount outlets operated by major general merchandise stores that serve small markets. In addition, the operating environment remains challenging due to the effects of the spread of COVID-19.」
In addition to the continuing competition between different business formats, the company identifies the effects of the spread of COVID-19 as an additional factor contributing to the challenging operating environment. - FY2020-Q3RestatedAnnual report
「In the retail industry, consumers remain strongly oriented toward thrift, competition across industries and business formats continues to intensify, and abnormal weather such as cool summers and extreme heat, together with a succession of major natural disasters including typhoons, is affecting customer numbers, leaving conditions challenging.」
The company continues to identify consumers’ thrift orientation and intensifying competition across industries and business formats as business-environment risks. - FY2020-Q2RestatedAnnual report
「In the retail industry, consumers remain strongly oriented toward thrift, competition across industries and business formats continues to intensify, and conditions remain challenging.」
The disclosure continues to identify consumers’ thrift orientation and intensifying competition across industries and business formats as business-environment risks. - FY2020-Q1RestatedAnnual report
「In the retail industry, although spending was strong, particularly on some high-priced products, due to the effects of a long holiday period, consumers remain strongly oriented toward thrift, competition across industries and business formats continues to intensify, and conditions remain challenging.」
The disclosure continues to identify consumers’ thrift orientation and intensifying competition across industries and business formats as business-environment risks. - FY2019RestatedAnnual report
「If competition across industry boundaries and business formats intensifies in the future, lower sales or deteriorating profitability could affect the Group’s operating results and other aspects of its performance.」
The company continues to identify the risk that intensifying competition from other business formats will affect sales and profitability. - FY2019-Q3RestatedAnnual report
「Consumers remain strongly oriented toward thrift, competition across industries and business formats continues to intensify, and conditions therefore remain challenging.」
The disclosure continues to identify consumers’ thrift orientation and intensifying competition across industries and business formats as business-environment risks. - FY2019-Q2RestatedAnnual report
「In the retail industry, sales remained generally firm, particularly for food products, due to the effects of record heat. However, consumers remain strongly oriented toward thrift, and competition across industries and business formats is becoming increasingly intense.」
The company continues to identify consumers’ thrift orientation and intensifying competition across industries and business formats as business-environment risks. - FY2019-Q1RestatedAnnual report
「In the retail industry, although consumer sentiment shows signs of recovery, general consumers remain strongly oriented toward low prices and thrift, and competition across industries and business formats is becoming increasingly intense.」
The disclosure continues to identify consumers’ low-price and thrift orientations and intensifying competition across industries and business formats as business-environment risks. - FY2018RestatedAnnual report
「The company expects competition to intensify further across industries and business formats, including from convenience stores, drugstores, 100-yen shops, supermarkets, discount stores and small discount outlets operated by major general merchandise stores that serve small markets.」
The company continues to identify intensifying competition from other business formats serving small markets as an issue and risk. - FY2018-Q3RestatedAnnual report
「In the retail industry, although consumer sentiment shows signs of recovery, general consumers remain strongly oriented toward low prices and thrift, and competition across industries and business formats is becoming increasingly intense.」
The company continues to identify consumers’ low-price and thrift orientations and intensifying competition across industries and business formats as business-environment risks. - FY2018-Q2RestatedAnnual report
「In the retail industry, although consumer sentiment shows signs of recovery, general consumers remain strongly oriented toward low prices and thrift, and competition across industries and business formats is becoming increasingly intense.」
The company continues to identify consumers’ low-price and thrift orientations and intensifying competition across industries and business formats as business-environment risks. - FY2018-Q1RestatedAnnual report
「In the retail industry, although consumer sentiment shows signs of recovery, general consumers remain strongly oriented toward low prices and thrift, and competition across industries and business formats is becoming increasingly intense.」
The company continues to identify general consumers’ low-price and thrift orientations, together with intensifying competition across industries and business formats, as business-environment risks. - FY2017RestatedAnnual report
「The company expects demand for small-market stores such as its own to continue expanding. At the same time, it expects competition to intensify further across industries and business formats, including from convenience stores, drugstores, 100-yen shops, supermarkets, discount stores and small discount outlets operated by major general merchandise stores that serve small markets.」
The company continues to identify intensifying competition from other business formats serving small markets as a major business risk. - FY2017-Q3RestatedAnnual report
「In the retail industry, although spending by visitors to Japan is slowing, general consumers remain strongly oriented toward low prices and thrift, and competition across industries and business formats is becoming increasingly intense.」
The company continues to identify adverse weather, slowing spending by visitors to Japan, consumers’ low-price and thrift orientations, and intensifying competition across industries and business formats as business-environment risks. - FY2017-Q2RestatedAnnual report
「In the retail industry, although spending by visitors to Japan is slowing, general consumers remain strongly oriented toward low prices and thrift, and competition across industries and business formats is becoming increasingly intense.」
The company continues to identify general consumers’ low-price and thrift orientations, together with intensifying competition across industries and business formats, as business-environment risks. - FY2016First statedAnnual report
「The company expects competition across industries and business formats to intensify further, including from convenience stores, drugstores, 100-yen shops, supermarkets, discount stores and small discount outlets operated by major general merchandise stores.」
The company states that its products overlap with those of multiple business formats and that intensifying competition could lead to lower sales and deteriorating profitability.