Komori
Oisix (3182) · RiskDropped

Uncertainty about the outlook for personal consumption and increasingly stringent customer selection

First written in FY2017-Q1. 9 of 14 entries say "Restated". Latest entry: FY2022.

14entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2019-Q3WorsenedFY2020-Q2 – FY2021-Q1RestatedFY2022-Q1 – FY20222016: 220162017: 320172018: 220182019: 220192020: 220202021: 220212022: 12022
Same theme, other companies
Sluggish personal consumption due to economic conditions, weather, tax burdens, and other factorsA theme 98 companies write about · 103 as a headwind · 0 as a tailwind

Oisix moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

The whole theme swung hardest in 2020: 60 of 79 companies on the "Worse" side.

5 other companies' latest entry also says "Dropped".

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.
Showing 14 of the 98 companies compared. The sentences above are computed from all 98.
Full recordFilings, disclosures and news, newest first
  1. FY2022DroppedAnnual report
    Rather than listing the previous general uncertainty surrounding the outlook for personal consumption as a standalone risk, the company has reorganized it as the risk of changes in customer needs and consumption behavior caused by COVID-19.
  2. FY2022-Q1RestatedAnnual report

    「The company also expects personal consumption to remain sluggish depending on the extent of any further spread of infection and progress in vaccine administration.」

    The company continues to state that personal consumption may remain sluggish depending on the spread of COVID-19 and progress in vaccine administration.
  3. FY2021ReframedAnnual report

    「Depending on the extent of any further spread of infection, personal consumption is expected to remain sluggish.」

    The description has become more specific, shifting from general uncertainty surrounding the outlook for personal consumption to the risk of weak consumption caused by the spread of COVID-19 and stagnation in social and economic activity.
  4. FY2021-Q2RestatedAnnual report

    「Although some signs of a recovery in personal consumption have emerged since September due to the effects of government measures to stimulate consumption, the risk of a further spread of infectious disease persists, and personal consumption is expected to remain sluggish due to declining personal income resulting from the contraction of economic activity and other factors.」

    While there are some signs of a recovery in personal consumption, the company continues to describe a situation in which consumption is expected to remain sluggish due to the spread of infectious disease and declining personal income.
  5. FY2021-Q1WorsenedAnnual report

    「Although social and economic activity gradually resumed from June onward, the risk of a further spread of infectious disease persisted. Personal consumption is expected to remain sluggish due to the decline in personal income resulting from the contraction of economic activity and other factors.」

    In addition to the previous uncertainty surrounding consumer sentiment ahead of an increase in the consumption tax, the company describes the possibility of weak personal consumption due to the continuing spread of COVID-19, the contraction of economic activity and declining personal income.
  6. FY2020-Q2WorsenedAnnual report

    「Although employment conditions continued to improve and the economy remained on a gradual recovery trend, consumer sentiment remained uncertain ahead of an increase in the consumption tax, and customers became increasingly selective.」

    In addition to the previous uncertainty surrounding the outlook for personal consumption, the company specifies uncertainty in consumer sentiment ahead of an increase in the consumption tax, clarifying the factors behind the risk of stringent customer selection.
  7. FY2019-Q3RestatedAnnual report

    「Although Japan's economy during the nine-month period ended the third quarter was on a gradual recovery trend, partly due to the effects of government economic stimulus measures, the outlook for personal consumption remained uncertain and customers became increasingly selective.」

    The company continues to identify uncertainty surrounding the outlook for personal consumption and increasingly stringent customer product selection as risks in the business environment.
  8. FY2019-Q2RestatedAnnual report

    「Although Japan's economy during the six-month period ended the second quarter was on a gradual recovery trend, partly due to the effects of government economic stimulus measures, the outlook for personal consumption remained uncertain and customers became increasingly selective.」

    The company continues to identify uncertainty surrounding the outlook for personal consumption and increasingly stringent customer product selection as risks in the business environment.
  9. FY2018RestatedAnnual report

    「Although Japan's economy during the fiscal year was on a gradual recovery trend, partly due to the effects of government economic stimulus measures, the outlook for personal consumption remained uncertain and customers became increasingly selective.」

    The company continues to describe uncertainty surrounding the outlook for personal consumption and increasingly stringent customer selection as part of the business environment.
  10. FY2018-Q2RestatedAnnual report

    「Although Japan's economy during the six-month period ended the second quarter was on a gradual recovery trend, partly due to the effects of government economic stimulus measures, the outlook for personal consumption remained uncertain and customers became increasingly selective.」

    The company continues to identify uncertainty surrounding the outlook for personal consumption and increasingly stringent customer product selection as risks in the business environment.
  11. FY2018-Q1RestatedAnnual report

    「Although Japan's economy during the three-month period ended the first quarter was on a gradual recovery trend, partly due to the effects of government economic stimulus measures, the outlook for personal consumption remained uncertain and customers became increasingly selective.」

    The company continues to identify uncertainty surrounding the outlook for personal consumption and increasingly stringent customer product selection as risks in the business environment.
  12. FY2017-Q3RestatedAnnual report

    「Although Japan's economy during the nine-month period ended the third quarter was on a gradual recovery trend, partly due to the effects of government economic stimulus measures, the outlook for personal consumption remained uncertain and customers became increasingly selective.」

    The company continues to identify uncertainty surrounding the outlook for personal consumption and increasingly stringent customer product selection as risks in the business environment.
  13. FY2017-Q2RestatedAnnual report

    「Although Japan's economy during the six-month period ended the second quarter was on a gradual recovery trend, partly due to the effects of government economic stimulus measures, the outlook for personal consumption remained uncertain and customers became increasingly selective.」

    The company continues to identify uncertainty surrounding the outlook for personal consumption and increasingly stringent customer product selection as risks in the business environment.
  14. FY2017-Q1First statedAnnual report

    「The outlook for personal consumption remains uncertain, and customers have become increasingly selective.」

    The company identifies uncertainty surrounding personal consumption and increasingly stringent customer product selection as risks in the business environment for the quarter.
Moved together

"Supply and quality risk for produce due to adverse weather" moved the same way as this thread, in the same document, in 2 of its 14 moves.

2★1
  1. ★This thread
  2. 1Supply and quality risk for produce due to adverse weather2×

★ 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
News
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