Komori
Zozo (3092) · RiskRestated

Intensifying competition in the fashion e-commerce market

First written in FY2016. 12 of 13 entries say "Restated". Latest entry: FY2026-H1.

13entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2026-H12016: 320162017: 320172018: 120182019: 120192020: 020202021: 220212022: 120222023: 120232024: 020242025: 12025
Same theme, other companies
Risk of Intensifying Competition in the E-Commerce Channel and Strategic ResponseA theme 21 companies write about · 22 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 6 of 15 companies on the "Worse" side.

10 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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this interim report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  2. FY2024-Q2RestatedAnnual report

    「During the second quarter of the fiscal year, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  3. FY2023-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  4. FY2022-Q2RestatedAnnual report

    「During the second quarter of the fiscal year, there were no material changes in the occurrence of major risks that management recognizes as potentially having a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business conditions, financial position and other matters described in this quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  5. FY2022-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  6. FY2020-Q2RestatedAnnual report

    「During the cumulative second-quarter consolidated period, there were no significant changes in the matters described in the quarterly report concerning business conditions and financial information that could materially affect investors’ decisions, or in the business risks described in the securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  7. FY2019-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  8. FY2018-Q2RestatedAnnual report

    「During the cumulative second-quarter consolidated period, there were no significant changes in the matters described in the quarterly report concerning business conditions and financial information that could materially affect investors’ decisions, or in the business risks described in the securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  9. FY2018-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  10. FY2017-Q3RestatedAnnual report

    「During the cumulative third-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  11. FY2017-Q2RestatedAnnual report

    「During the cumulative second-quarter consolidated period, there were no significant changes in the matters described in the quarterly report concerning business conditions and financial information that could materially affect investors’ decisions, or in the business risks described in the securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  12. FY2017-Q1RestatedAnnual report

    「During the cumulative first-quarter consolidated period, there were no material changes in matters described in this quarterly report concerning the status of the business, financial information and other matters that could materially affect investors' decisions, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The company explains that there have been no material changes regarding the risk of intensifying competition in the fashion e-commerce market.
  13. FY2016First statedAnnual report

    「As the e-commerce market expands, competition is expected to intensify further due to the growth of e-commerce operators handling other fashion-related products, brands entering direct online sales themselves and the entry of other new operators, which may reduce the group's competitiveness.」

    The company identifies intensifying competition from other e-commerce operators, direct brand sales and new entrants, as well as higher costs for countermeasures, as risks.
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
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Intensifying competition in the fashion e-commerce market | ZOZO,Inc. (3092) | Komori