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Treasure Factory (3093) · RiskRestated

Intensifying competition in the reuse industry and entry by companies from other industries

First written in FY2017. 7 of 10 entries say "Restated". Latest entry: FY2024.

10entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017RestatedFY2019-Q2 – FY20242017: 120172018: 320182019: 320192020: 120202021: 020212022: 120222023: 020232024: 12024
Same theme, other companies
Intensifying competition in the reuse industry and entry by companies from other industriesA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 3 of 6 companies on the "Worse" side.

7 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.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「Competition within the industry is also increasing due to the rollout of multiple stores by major reuse shop chains and the growing adoption of online services for buying and selling used goods.」

    The increasing competition driven by the rollout of multiple stores by major chains and the growing adoption of online buying and selling services is reiterated.
  2. FY2022RestatedAnnual report

    「Competition within the industry is also increasing due to the rollout of multiple stores by major reuse shop chains and the growing adoption of online services for buying and selling used goods.」

    The increasing competition driven by the rollout of multiple stores by major chains and the growing adoption of online buying and selling services is reiterated.
  3. FY2020-Q3RestatedAnnual report

    「In the used-goods retail industry, the market continues to expand, driven by the rollout of multiple stores by reuse shop chains and the growing adoption of flea-market apps.」

    The market expansion and competitive environment driven by the rollout of multiple stores by reuse shop chains and the growing adoption of flea-market apps are reiterated.
  4. FY2020-Q2RestatedAnnual report

    「In the used-goods retail industry, the market continues to expand, driven by the rollout of multiple stores by reuse shop chains and the growing adoption of flea-market apps.」

    The market expansion and competitive environment driven by the rollout of multiple stores by reuse shop chains and the growing adoption of flea-market apps are reiterated in the same terms.
  5. FY2020-Q1RestatedAnnual report

    「In the used-goods retail industry, the market continues to expand, driven by the rollout of multiple stores by reuse shop chains and the growing adoption of flea-market apps.」

    The market expansion and competitive environment driven by the rollout of multiple stores by reuse shop chains and the growing adoption of flea-market apps are reiterated in the same terms.
  6. FY2019RestatedAnnual report

    「In the used-goods retail industry, the market continues to expand, driven by the rollout of multiple stores by major reuse shop chains and the growing adoption of online services for buying and selling used goods, while competition within the industry is also increasing.」

    The market expansion and intensifying competition driven by the rollout of multiple stores by major chains and the growing adoption of online buying and selling services are reiterated.
  7. FY2019-Q2RestatedAnnual report

    「The used-goods retail market continues to expand, driven by the rollout of multiple stores by reuse shop chains, the expansion of online-only reuse operators, and the growing adoption of flea-market apps.」

    The competitive environment involving reuse shop chains, online-only operators, and flea-market apps is reiterated in the same format as previously.
  8. FY2019-Q1WorsenedAnnual report

    「In the used-goods retail industry, the used-goods retail market continues to expand, driven by the rollout of multiple stores by reuse shop chains, the expansion of online-only reuse operators, and the growing adoption of flea-market apps.」

    The filing identifies the growing adoption of flea-market apps, in addition to the traditional expansion of chain stores and online operators, as part of the competitive environment.
  9. FY2018WorsenedAnnual report

    「In the used-goods retail industry, competition is increasing through the accelerated rollout of multiple stores by major reuse shop chains, entry by companies from other industries, and the growing number of online services for buying and selling used goods.」

    The filing identifies the accelerated rollout of multiple stores by major chains, entry from other industries, and the increase in online buying and selling services as developments in the competitive environment.
  10. FY2017First statedAnnual report

    「In the reuse industry, the market as a whole is expanding against a backdrop of growing consumer demand for reuse and the buying and selling of used goods, while the number of new market entrants is also increasing and the competitive environment is becoming more intense.」

    The increase in new market entrants and intensification of competition are explicitly identified as current industry conditions.
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"Risk of Recovering Lease Deposits and Guarantee Deposits" moved the same way as this thread, in the same document, in 2 of its 10 moves.

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Intensifying competition in the reuse industry and entry by companies from other industries | Treasure Factory Co.,LTD. (3093) | Komori