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Oisix (3182) · RiskWorsenedLatest Financial results presentation (2026-11-12): "Materialised"

Risk of economic stagnation and business-environment volatility due to COVID-19

First written in FY2021-Q1. 5 of 14 entries say "Restated". Latest entry: 2026-11-12.

14entries
7years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q2 – FY2022-Q3ReframedFY2022 – FY2023-Q1WorsenedFY2024-Q3 – 2026-05-142020: 220202021: 220212022: 320222023: 220232024: 120242025: 020252026: 42026
Same theme, other companies

Oisix moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.

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

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. FY2024-Q3WorsenedAnnual report

    「However, concerns about economic stagnation resulting from higher prices due to soaring energy and raw-material costs, as well as the impact of global monetary tightening and geopolitical risks, remain, and the outlook continues to be uncertain.」

    In addition to the existing concerns over economic stagnation due to soaring energy and raw-material prices and monetary tightening, it has added geopolitical risks as a factor contributing to economic uncertainty.
  2. FY2024-Q2RestatedAnnual report

    「During the six months ended the second quarter, Japan's economy showed signs of a recovery in personal consumption as economic activity normalized. However, concerns about economic stagnation resulting from higher prices due to soaring energy and raw-material costs and the impact of monetary tightening on a global scale remain, and the outlook continues to be uncertain.」

    While recognizing the recovery in economic activity and personal consumption, it continues to cite concerns about economic stagnation due to soaring energy and raw-material prices and monetary tightening.
  3. FY2024-Q1WorsenedAnnual report

    「However, concerns remain about higher prices resulting from soaring energy and raw-material costs, as well as economic stagnation caused by the impact of monetary tightening on a global scale, and the outlook remains uncertain.」

    In addition to the previous concerns over higher prices and the depreciation of the yen, it cites economic stagnation resulting from soaring energy and raw-material costs and global monetary tightening as business-environment risks.
  4. FY2023-Q1ReframedAnnual report

    「However, the outlook for the economy remains uncertain, due to higher prices resulting from concerns about the prolonged situation in Ukraine and the rapid depreciation of the yen.」

    In addition to economic stagnation and demand volatility caused by COVID-19, it cites the situation in Ukraine, higher prices and the rapid depreciation of the yen as factors contributing to uncertainty about the economic outlook and concerns about the business environment.
  5. FY2022ReframedAnnual report

    「Against the backdrop of the global spread of COVID-19, online purchasing has broadened in scope, and consumer needs in the food-delivery market have remained elevated due to the rising e-commerce penetration rate. However, after restrictions on going out are eased and the spread of the infection is expected to subside, there are concerns about an economic slowdown resulting from stagnant consumer sentiment in Japan. The environment surrounding our business, including the way meals are consumed at home, is also expected to change and could have a significant impact on our business performance.」

    The focus of risk has shifted from the spread of the infection and the state of emergency itself to the impact on business performance of stagnant consumer sentiment and an economic slowdown after restrictions on going out are eased, as well as changes in meals consumed at home.
  6. FY2022-Q3RestatedAnnual report

    「Although the economic impact of COVID-19 was substantial, it has been gradually diminishing as measures such as vaccinations have expanded. Since October, personal consumption trends and needs have also been gradually changing as dining out and leisure activities resumed following the lifting of the state of emergency.」

    It states that the economic impact has gradually diminished due to vaccinations and other measures, while personal consumption and needs have changed as dining out and leisure activities resumed, although concerns about a renewed spread of the infection remain.
  7. FY2022-Q2RestatedAnnual report

    「The impact of the global spread of COVID-19 has been prolonged, and the outlook for containing the infection remains uncertain, with a third state of emergency declared in major metropolitan areas in April 2021 and domestic new infections reaching a record high in August of the same year. Personal consumption is also expected to remain sluggish depending on the future spread of the infection and progress in vaccinations.」

    Against the backdrop of the prolonged spread of the infection, the third state of emergency and the increase in new infections, it continues to cite the uncertain outlook for containment and the possibility of sluggish personal consumption.
  8. FY2022-Q1RestatedAnnual report

    「The impact of the global spread of COVID-19 has been prolonged, and the outlook for containing the infection remains uncertain, including the declaration of a third state of emergency in major metropolitan areas in April 2021.」

    It states that the prolonged spread of the infection and the third state of emergency have left the outlook for containment uncertain.
  9. FY2021-Q2RestatedAnnual report

    「The impact of the global spread of COVID-19 has been prolonged, causing social and economic activity to stagnate and the economy to continue deteriorating rapidly. Although some signs of recovery have been seen in personal consumption since September due to the effects of government measures to stimulate consumption, the risk of further spread of the infection remains.」

    It states that while the prolonged impact of the infection has continued to weigh on social and economic activity, some personal consumption has shown signs of recovery. The risk of further spread remains.
  10. FY2021-Q1MaterialisedAnnual report

    「The global spread of COVID-19 and the declaration of a state of emergency in Japan from April to May caused social and economic activity to stagnate, and the economy has continued to deteriorate rapidly. Although social and economic activity gradually resumed from June onward, the risk of further spread of the infection remains, leaving the outlook uncertain.」

    It states that social and economic activity actually stagnated due to the spread of COVID-19 and the declaration of a state of emergency, and that the risk of further spread will continue.
Moved together

"Customer acquisition through digital marketing and in-person promotions" moved the same way as this thread, in the same document, in 3 of its 14 moves.

333222★123456
  1. ★This thread
  2. 1Customer acquisition through digital marketing and in-person promotions3×
  3. 2Risks of Securing and Developing Personnel Amid Rapid Business Expansion3×
  4. 3Slowing US demand for food delivery and declining membership at Purple Carrot3×
  5. 4Conservative Investment and Predominantly Internal Funding2×
  6. 5Expanding subscription delivery membership and strengthening the customer base2×
  7. 6A business structure centered on food EC2×

★ 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
Oisix's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Financial results presentation of 2026-11-12: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.