Komori
Zozo (3092) · RiskRestated

Inflation Driven by Surging Resource and Raw Material Prices and the Weakening Yen

First written in FY2024-Q1. 4 of 5 entries say "Restated". Latest entry: FY2026-H1.

5entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY2026-H12023: 220232024: 220242025: 12025
Same theme, other companies
Fluctuations in financial capital markets and uncertainty over foreign exchange rates and pricesA theme 149 companies write about · 150 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 40 of 57 companies on the "Worse" side.

60 other companies' latest entry also says "Restated".

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 149 companies compared. The sentences above are computed from all 149.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim period, Japan's domestic fashion market showed some resilience against a backdrop of improving employment and income conditions, but faces the risk of weaker consumer appetite due to persistent price increases and climate change. In addition, the global economy has become increasingly uncertain due to geopolitical risks and foreign-exchange fluctuations, leaving the outlook uncertain.」

    Explained that economic uncertainty caused by inflation, geopolitical risks and foreign exchange fluctuations continues.
  2. FY2025-H1RestatedAnnual report

    「Meanwhile, the economic outlook remains uncertain due to volatile foreign exchange markets, the prolonged situations in Ukraine and the Middle East, and surging resource and energy prices.」

    Explained that uncertainty over the economic outlook due to volatile foreign exchange markets, the situations in Ukraine and the Middle East, and surging resource and energy prices continues.
  3. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, inflation driven by surging resource and raw material prices and the weakening yen continued, and the economic outlook remained uncertain. At the same time, the apparel market, particularly offline, was buoyed by increased opportunities to go out following the easing of restrictions on activities related to COVID-19 and increased demand for clothing.」

    Explained that surging resource and raw material prices, the weakening yen, inflation and uncertainty over the economic outlook continue.
  4. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter, prices continued to rise due to higher resource and raw material prices and the yen's depreciation, leaving the economic outlook uncertain. At the same time, the apparel industry, particularly the offline market, experienced buoyant conditions as easing restrictions on activities increased opportunities to go out and demand for clothing.」

    Explained that surging resource and raw material prices, the weakening yen, inflation and uncertainty over the economic outlook continue.
  5. FY2024-Q1First statedAnnual report

    「During the cumulative first quarter of the current fiscal year, inflation driven by surging resource and raw material prices and the weakening yen continued, and the economic outlook remained uncertain. At the same time, the apparel market, particularly offline, was buoyed by increased opportunities to go out following the easing of restrictions on activities related to COVID-19 and increased demand for clothing.」

    For the first time, explicitly stated surging resource and raw material prices, the weakening yen, inflation and uncertainty over the economic outlook as external factors.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Zozo's next results are scheduled for 2026-10-29. Read the earnings preview
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