Komori
Treasure Factory (3093) · FactValue-based consumer choices and expanding demand for reuse

Changes in category demand driven by stay-at-home and telework demand

First written in FY2021-Q1. 10 of 19 entries say "Restated". Latest entry: FY2027-H1.

19entries
7years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2026-H12020: 220202021: 320212022: 320222023: 220232024: 220242025: 120252026: 62026
Same theme, other companies
Changes in Category Demand for Resale Goods Driven by Stay-at-Home Consumption and TeleworkA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

0 other companies' latest entry also says "Other".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Value-based consumer choices and expanding demand for reuseAnnual report

    「In the reuse industry, demand for reused goods overall continues to expand against a backdrop of consumers' established focus on protecting their livelihoods as prices rise and growing interest in a circular economy. In the retail industry as a whole, however, consumer behaviour is also shifting from buying because products are cheap to choosing products based on affinity and conviction, against a backdrop of stagnant real wage growth, making differentiation through product appeal and the in-store experience increasingly important.」

    While demand for reuse continues to expand against a backdrop of consumers' focus on protecting their livelihoods and interest in a circular economy, the Company highlighted the growing importance of value-based consumer choices and differentiation through product appeal and the in-store experience.
  2. FY2026-H1RestatedAnnual report

    「The reuse market as a whole continues to expand, supported by the spread of sustainability awareness, higher prices and the emergence of demand for reuse and expansion of the user base.」

    The Company has reaffirmed the expansion of demand for reuse against a backdrop of sustainability awareness, rising prices and the expansion of the user base.
  3. FY2025-Q1RestatedAnnual report

    「The reuse market as a whole continues to expand, driven by society's shift toward more sustainable consumption and increased demand for used and reused goods amid higher prices.」

    The Company has reaffirmed its recognition that the market continues to expand as demand for secondhand and reused goods increases due to the shift toward sustainable consumption and rising prices.
  4. FY2024RestatedAnnual report

    「Demand for purchase services at familiar reuse shops remained firm as the habit of decluttering took hold and the need to sell unwanted items for cash increased. On the sales side, demand for purchasing daily necessities such as clothing, home appliances and furniture at affordable prices grew, and demand for reused goods is expanding.」

    The Company has reiterated its recognition that demand for reuse is expanding against a backdrop of the established habit of decluttering, demand for selling unwanted items for cash and demand for purchasing daily necessities at low prices.
  5. FY2024-Q1RestatedAnnual report

    「The reuse market as a whole continues to expand, driven by society's efforts to promote the SDGs, rising awareness of reuse and increased demand for reuse amid higher prices.」

    The Company has reaffirmed the increase in demand for reused goods and market expansion against a backdrop of SDG promotion, growing awareness of reuse and rising prices.
  6. FY2023-Q3RestatedAnnual report

    「Against this backdrop, demand for purchase services at familiar reuse shops remained solid. On the sales side, demand for reused goods remained high, partly because rising prices for new goods strengthened consumers' preference for saving money.」

    Demand for purchase services remained solid, while demand for reused goods remained high against a backdrop of consumers' stronger preference for saving money as prices for new goods rose.
  7. FY2023-Q2Demand for daily necessities remains high amid inflation and supply shortagesAnnual report

    「Against this backdrop, demand for purchase services at familiar reuse shops remained solid. On the sales side, demand for purchasing daily necessities at affordable prices remained high, supported by inflation in new goods and supply shortages.」

    Demand for purchases remained solid against a backdrop of SDG promotion and growing awareness of reuse, while inflation and supply shortages affecting new goods supported continued high demand for purchasing daily necessities at low prices.
  8. FY2022RestatedAnnual report

    「Demand for purchase services at familiar reuse shops remained firm as the habit of decluttering took hold and the need to sell unwanted items for cash increased. On the sales side, demand for purchasing daily necessities such as clothing, home appliances and furniture at affordable prices grew, and demand for reused goods is expanding.」

    The Company has reiterated its recognition that demand for reuse is expanding against a backdrop of the established habit of decluttering, demand for selling unwanted items for cash and demand for purchasing daily necessities at low prices.
  9. FY2022-Q3Consumer recovery and firm demand for reuseAnnual report

    「Against this backdrop, demand for purchase services at familiar reuse shops remained firm as the habit of decluttering took hold and awareness of reuse increased in line with efforts to promote the SDGs. On the sales side, demand for purchasing daily necessities at affordable prices also remained at a high level.」

    Against a backdrop of the established habit of decluttering and efforts to promote the SDGs, demand for purchase services remained firm, while demand for purchasing daily necessities at affordable prices also remained at a high level.
  10. FY2022-Q2RestatedAnnual report

    「Against this backdrop, demand for purchase services at familiar reuse shops remained firm as the habit of decluttering took hold and the need to sell unwanted items for cash increased. On the sales side, demand remained high for purchasing daily necessities at affordable prices and replacing household goods to make life at home more comfortable.」

    Demand for purchases driven by the established habit of decluttering and life at home, as well as demand for replacing daily necessities and household goods, remained at high levels.
  11. FY2022-Q1Demand recovery, with suburban stores and e-commerce performing wellAnnual report

    「Compared with the previous year, sales in fashion categories such as clothing and branded goods recovered substantially, while sales at suburban stores and e-commerce continued to perform well as customers sought to avoid crowded places and complete their shopping near home.」

    Sales in fashion categories such as clothing and branded goods recovered substantially, while suburban stores and e-commerce sales continued to perform well against a backdrop of demand to avoid crowded places.
  12. FY2021-Q3Demand recovery and continued polarisationAnnual report

    「By category, clothing and branded goods recovered and turned positive in the third-quarter accounting period, with sales at all standalone stores up 6.0% and 3.3%, respectively, year on year. E-commerce sales through the Company's own website rose 91.2% year on year, as the Company continued strengthening listings on its own e-commerce site against a backdrop of increased demand for shopping from home.」

    E-commerce sales rose 91.2% year on year against a backdrop of demand from staying at home, while clothing and branded goods also began increasing in the third-quarter accounting period. Demand remained polarised during the pandemic, but recovery was seen in categories associated with going out.
  13. FY2021-Q2Demand recovery and continued polarisationAnnual report

    「Specifically, the time spent at home increased as a result of the promotion of telework and other factors, expanding demand for purchases arising from the sorting of unwanted items. Consumer demand also spread for making life at home more comfortable and enjoying leisure activities close to home while avoiding crowded places, driving higher sales of home appliances, furniture, hobby and outdoor goods. In the fashion sector, sales began recovering from June, while branded goods turned positive from July.」

    Demand for purchases associated with telework and increased time at home continued to grow, as did demand for home appliances, furniture, hobby and outdoor goods, while the fashion sector and branded goods began recovering from June and July, respectively.
  14. FY2021-Q1First statedAnnual report

    「Under these circumstances, the time spent at home increased as a result of requests to refrain from going out and the promotion of telework, among other factors, expanding demand for purchases from the sorting of unwanted items. Demand for home appliances, furniture and hobby goods also increased as a result of stay-at-home demand, driving higher sales in these categories, primarily at general reuse stores, which are concentrated in suburban areas. Fashion-focused businesses, however, were affected by fewer visitors as a result of requests to refrain from going out and weakening demand for fashion and branded goods.」

    Requests to refrain from going out, telework and stay-at-home demand increased demand for home appliances, furniture, hobby goods and purchases, while visits to and demand for fashion and branded goods weakened.
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
No upcoming earnings preview for Treasure Factory yet. It last moved in the Earnings presentation materials of 2026-07-31: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.