Komori
Tea Life (3172) · RiskWorsened

Slowing supplement sales following the red yeast rice issue

First written in FY2024. 1 of 3 entries say "Materialised", first in FY2025-H1. Latest entry: FY2025.

3entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024MaterialisedFY2025-H1 – FY20252024: 120242025: 22025
Same theme, other companies
Health Food Market Stagnation and Sales Impact Caused by the Red Yeast Rice IssueA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Tea Life moved to the "Worse" side of this theme in 2025.

1 other company's latest entry also says "Worsened".

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. FY2025WorsenedAnnual report

    「In addition to sluggish sales of supplements, revenue was ¥10,574 million, down 12.5% year on year, due to factors including intensifying competition accompanying an increase in competing stores on e-commerce marketplaces.」

    The impact of the contraction in the supplement market triggered by the red yeast rice issue has continued, appearing as a decline in revenue in the wellness business alongside intensifying competition in e-commerce.
  2. FY2025-H1MaterialisedAnnual report

    「Meanwhile, due to factors including the contraction of the supplement market caused by the red yeast rice issue at another company and intensifying competition as the number of competing stores on e-commerce malls increased, revenue was ¥5,570 million, down 11.5% from the previous interim consolidated accounting period.」

    The contraction of the supplement market triggered by the red yeast rice issue at another company has emerged as an actual factor behind the decline in revenue in the wellness business.
  3. FY2024First statedAnnual report

    「Since the red yeast rice issue came to light at another company in March this year, growth in supplement sales has slowed.」

    For the first time, the company states that the red yeast rice issue at another company has slowed growth in supplement sales.
Moved together

"Uncertainty over the outlook due to a slowdown in overseas economies, a stronger yen and falling share prices" moved the same way as this thread, in the same document, in 2 of its 3 moves.

2222★1234
  1. ★This thread
  2. 1Uncertainty over the outlook due to a slowdown in overseas economies, a stronger yen and falling share prices2×
  3. 2Difficult retail conditions due to a mild winter, consumers' preference for frugality and intensifying competition across business formats2×
  4. 3Surging raw-material prices2×
  5. 4Introduction of Interim Dividends2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Tea Life yet.
News
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Slowing supplement sales following the red yeast rice issue | Tea Life Co.,Ltd. (3172) | Komori