Changes in the retail environment driven by increasingly diverse consumer purchasing behavior
First written in FY2019-Q1. 10 of 26 entries say "Reframed", first in FY2020-Q1. Latest entry: FY2027-H1.
No other company in this theme has enough history to compare yet.
- FY2027-H1RestatedAnnual report
「In the reuse retail industry, although difficult operating conditions caused by rising labour costs and interest rates continue, the market is on an expansionary trend against the backdrop of growing awareness of household budget protection and increasing interest in the circular economy.」
The company continues to recognize both the challenging environment caused by higher personnel expenses and interest rates and the market expansion driven by growing consumer awareness of protecting household finances and interest in the circular economy. - FY2026ReframedAnnual report
「In the reuse retail industry, although rising labour costs, logistics costs and interest rates present difficult conditions, the market continues to expand because of growing interest in household budget protection and the circular economy.」
While maintaining the tailwind from the reuse market, the company explicitly identifies logistics costs and rising interest rates, in addition to conventional personnel and store operating costs, as factors weighing on earnings. - 2026-04-14ReframedEarnings
「Although labor costs, logistics costs and rising interest rates have created a challenging environment, the market continues to expand as interest in household financial protection and the circular economy grows.」
The company identifies costs and rising interest rates as burdens while viewing greater interest in household financial protection and the circular economy as drivers of market expansion. - FY2026-H1ReframedAnnual report
「In the reuse retail industry, although difficult operating conditions caused by rising labour costs and interest rates continue, the market is on an expansionary trend against the backdrop of growing awareness of household budget protection and increasing interest in the circular economy.」
The company describes the difficult environment caused by rising labour costs and interest rates, while noting that the market is on an expansionary trend against the backdrop of growing awareness of household budget protection and increasing interest in the circular economy. - FY2025ReframedAnnual report
「In the reuse retail industry, although the company faces difficult conditions including rising labour costs and interest rates, the market continues to expand because of growing interest in household budget protection and the circular economy..」
The company identifies the difficult conditions caused by rising labour costs and interest rates, while explicitly citing continued market expansion driven by interest in household budget protection and the circular economy as a tailwind. - FY2025-H1ReframedAnnual report
「In the reuse retail industry, demand for household budget protection in response to surging prices and growing interest in the circular economy following increased focus on the SDGs and ESG are providing a tailwind, but the difficult environment continues because of rising labour costs and surging store operating expenses.」
The company identifies demand for household budget protection caused by surging prices and interest in the circular economy against the backdrop of the SDGs and ESG as tailwinds, while describing the difficult environment caused by rising labour costs and surging store operating expenses. - FY2024WorsenedAnnual report
「In the reuse retail industry, the difficult environment continues because of labour shortages, rising labour costs and surging store operating expenses.」
The company identifies demand for household budget protection and interest in the circular economy as tailwinds, while explicitly citing labour shortages, rising labour costs and surging store operating expenses as factors contributing to the difficult environment. - FY2024-Q3WorsenedAnnual report
「In the reuse retail industry, demand for household budget protection in response to the weak yen and surging prices and growing interest in the circular economy are providing a tailwind, but the difficult environment continues because of labour shortages, rising labour costs and surging store operating expenses.」
The company identifies demand for household budget protection and interest in the circular economy as tailwinds, while explicitly citing labour shortages in addition to rising labour costs, together with surging store operating expenses, as reasons the difficult environment continues. - FY2024-Q2ReframedAnnual report
「In the reuse retail industry, demand for household budget protection in response to the weak yen and surging prices, together with growing interest in the circular economy following increased focus on the SDGs and ESG, is providing a tailwind, but the difficult environment continues because of rising labour costs and surging store operating expenses.」
The company identifies demand for household budget protection caused by the weak yen and surging prices and interest in the circular economy against the backdrop of the SDGs and ESG as tailwinds, while rising labour costs and surging store operating expenses are factors contributing to the difficult environment. - FY2024-Q1ReframedAnnual report
「In the reuse retail industry, demand for household budget protection in response to the weak yen and surging prices, together with growing awareness of the need for a circular economy following the increased focus on the SDGs, is providing a tailwind, but the difficult environment continues because of rising labour costs and labour shortages.」
The company identifies demand for household budget protection caused by the weak yen and surging prices and interest in the SDGs and the circular economy as tailwinds, while the difficult environment caused by rising labour costs and labour shortages continues. - FY2023-Q2WorsenedAnnual report
「In the retail industry, although personal consumption is showing signs of recovery, the difficult environment continues because of deteriorating household finances caused by rising prices, rising labour costs and labour shortages.」
While indicating a recovery in personal consumption, the company newly identifies deterioration in household finances caused by rising prices and, together with rising labour costs and labour shortages, describes the retail environment as difficult. - FY2023-Q1SoftenedAnnual report
「Although signs of a recovery in personal consumption have emerged in the retail industry, difficult conditions continue due to rising prices, higher labor costs, and labor shortages.」
The company describes a recovery in personal consumption, easing part of the previous description of prolonged stagnation, while the difficult environment caused by rising prices and labour costs and labour shortages continues. - FY2022WorsenedAnnual report
「In the retail industry, the company expects the difficult environment to continue because of rising prices, rising labour costs, labour shortages and prolonged stagnation in personal consumption.」
In addition to the previous pandemic-related factors and changes in purchasing behaviour, the company identifies rising prices, rising labour costs, labour shortages and prolonged stagnation in personal consumption as factors worsening the retail environment. - FY2022-Q3ReframedAnnual report
「In the retail industry, the prolonged COVID-19 pandemic has changed everyday consumption habits, and the difficult operating environment continues because of the prolonged stagnation in personal consumption.」
The description of changes in the retail environment has changed from the previous focus on diversified purchasing behaviour to changes in everyday consumption habits associated with the prolonged COVID-19 pandemic and prolonged stagnation in personal consumption. - FY2022-Q2RestatedAnnual report
「In the retail industry, states of emergency have been declared repeatedly in response to COVID-19, and the difficult operating environment continues because of the prolonged stagnation in personal consumption.」
The company reconfirms the difficulty of the retail environment resulting from repeated declarations of a state of emergency and prolonged stagnation in personal consumption. - FY2022-Q1WorsenedAnnual report
「In the retail industry, a third state of emergency was declared in response to COVID-19, and the difficult operating environment continues because of the prolonged stagnation in personal consumption.」
The company identifies the declaration of a third state of emergency and prolonged stagnation in personal consumption as new factors worsening the retail environment. - FY2021WorsenedAnnual report
「In the retail industry, the company expects the difficult environment to continue because of the rising unemployment rate, declining cash wages and prolonged stagnation in personal consumption.」
The company explicitly identifies the rising unemployment rate, declining cash wages and prolonged stagnation in personal consumption as new factors worsening the retail environment. - FY2021-Q3WorsenedAnnual report
「In the retail industry, although personal consumption showed signs of recovery after the state of emergency declared in response to COVID-19 was lifted, the situation remains uncertain, with the number of infections showing signs of rising again.」
The company states that, while personal consumption is showing signs of recovery, the retail environment remains uncertain because of the renewed increase in infections. - FY2021-Q2WorsenedAnnual report
「In the retail industry, after the state of emergency declared in response to COVID-19 was lifted, prefectural governments issued states of emergency, while the spread of calls for self-restraint and deterioration in employment and income conditions have caused the difficult operating environment to continue.」
The company adds prefectural states of emergency, the expansion of calls for self-restraint and deterioration in employment and income conditions as factors worsening the retail environment after the lifting of the state of emergency. - FY2021-Q1WorsenedAnnual report
「In the retail industry, although the state of emergency declared in response to COVID-19 has been lifted, the difficult operating environment continues because of the persistence of calls for self-restraint and deterioration in employment and income conditions.」
In addition to the previous factors of hiring difficulties, rising labour costs and diversified consumer behaviour, the company explicitly identifies the persistence of calls for self-restraint and deterioration in employment and income conditions as factors worsening the retail environment. - FY2020RestatedAnnual report
「In the retail industry, hiring difficulties and rising labour costs continue, while the impact of measures including an increase in the consumption tax rate has further diversified consumer purchasing behaviour, and the difficult operating environment continues.」
The company continues to describe the retail environment as difficult because of hiring difficulties, rising labour costs, the impact of the consumption tax rate increase and further diversification of consumer purchasing behaviour. - FY2020-Q2ReframedAnnual report
「In the retail industry, hiring difficulties and rising labour costs continue, while the consumption tax increase has further diversified consumer purchasing behaviour, and the difficult operating environment continues.」
The company explicitly identifies, in addition to hiring difficulties and rising labour costs, the impact of the consumption tax increase and the further diversification of consumer purchasing behaviour as factors of concern in the retail environment. - FY2020-Q1ReframedAnnual report
「The retail industry continues to face a difficult operating environment due to sluggish personal consumption, difficult recruitment conditions caused by labor shortages, and rising labor costs.」
The factors of concern in the retail environment have been described more specifically, changing from the conventional diversification of consumer purchasing behaviour to sluggish personal consumption, labour shortages, hiring difficulties and rising labour costs. - FY2019-Q3RestatedAnnual report
「The retail industry continues to face a difficult operating environment due to increasingly diverse consumer purchasing behavior, difficult recruitment conditions caused by labor shortages, and rising labor costs.」
The company continues to describe the retail environment as difficult because of the diversification of consumer purchasing behaviour, hiring difficulties and rising labour costs. - FY2019-Q2RestatedAnnual report
「The retail industry continues to face a difficult operating environment due to increasingly diverse consumer purchasing behavior, difficult recruitment conditions caused by labor shortages, and rising labor costs.」
The company continues to describe the retail environment as difficult, including because of the diversification of consumer purchasing behaviour. - FY2019-Q1First statedAnnual report
「The retail industry continues to face a difficult operating environment due to increasingly diverse consumer purchasing behavior, difficult recruitment conditions caused by labor shortages, and rising labor costs.」
The company identifies the diversification of consumer purchasing behaviour as a new external factor contributing to the difficult operating environment in the retail industry.