Jason (3080) · RiskDropped
Stagnant Disposable Income Growth and Sluggish Personal Consumption
First written in FY2017. 1 of 2 entries say "Dropped", first in FY2018. Latest entry: FY2018.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Sluggish personal consumption due to economic conditions, weather, tax burdens, and other factorsA theme 83 companies write about · 88 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2020: 53 of 68 companies on the "Worse" side.
2 other companies' latest entry also says "Dropped".
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 83 companies compared. The sentences above are computed from all 83.Full recordFilings, disclosures and news, newest first
- FY2018DroppedAnnual reportNo disclosure specifically identifying stagnant disposable income was found in the current year's discussion of the business environment and risks.
- FY2017First statedAnnual report
「However, disposable income has continued to stagnate and personal consumption remains weak.」
The company identifies stagnant disposable income and weak personal consumption separately for the first time as risks relating to the demand environment in the retail industry.