Increase in E-commerce Users and Market Expansion Driven by Stay-at-Home Measures

「Demand has strengthened further for high-value-added products that enrich consumers’ lifestyles through comfort and functionality, as well as sustainability.」

「In the e-commerce market, market expansion has continued while competition among operators has intensified, and the market is moving from price competition to a stage in which the quality of the customer experience (CX) is being tested. In the innerwear market, difficult business conditions continue due to persistently high raw material prices against a backdrop including the weaker yen. Meanwhile, consumer values are changing, and demand is growing for high-value-added products that enrich consumers' lifestyles through physical and mental comfort, functionality and sustainability.」

「Providing high-value-added products that address selective consumption and improving the customer experience, including logistics quality, are sources of competitive advantage.」

「In the e-commerce market, according to the results of the July 2024 Household Consumption Status Survey (households with two or more people) announced by the Ministry of Internal Affairs and Communications in September 2024, spending per household using online shopping was ¥46,349, up 3.3% year on year. Together with a gradual economic recovery, e-commerce usage has become further established in the e-commerce market in which the company operates.」

「Average monthly spending on online shopping in 2023 was ¥23,021, up 10.6% year on year. The percentage of households using online shopping in 2023 was 53.5%, a slight increase from 52.7% in the previous year, but has remained broadly flat since 2021. While spending per household has increased, the growth rate of the percentage of households using online shopping has slowed.」

「According to the results of the October 2023 Household Consumption Status Survey (households with two or more people) announced by the Ministry of Internal Affairs and Communications in December 2023, spending per household using online shopping was ¥41,792, substantially above ¥39,350 in the same month of the previous year. Together with a gradual economic recovery, e-commerce usage has become further established in the e-commerce market in which the company operates.」

「In the e-commerce market, according to the 2022 E-Commerce Market Survey announced by the Ministry of Economy, Trade and Industry in August 2023, the 2022 market size of the merchandise sector increased 5.37% year on year to ¥13,999.7 billion, and the e-commerce penetration rate was 9.13% (8.78% in the previous year). In the clothing, apparel accessories and related category in which the company operates, the e-commerce market increased 5.02% to ¥2,549.9 billion, and the e-commerce penetration rate was 21.56% (21.15% in the previous year), remaining firm.」

「The number of purchases fell to 85.9% of the previous-year period, affected by the easing of stay-at-home demand and price increases for electricity, gas and various daily necessities, although」

「Spending increased to ¥39,443 from ¥35,470 in the previous year, an 11.2-percentage-point increase in the rate of change, while the increase for the clothing and footwear category was limited to 1.3 percentage points. The clothing and footwear category recorded a difficult result among non-durable consumer goods as well as durable consumer goods, affected by a lull in stay-at-home demand as opportunities to go out increased following the easing of restrictions on activity, energy conditions, soaring raw material prices and logistics costs, and price increases for electricity, gas and various daily necessities caused by the weaker yen.」

「In the e-commerce market in which the company operates, according to the Household Consumption Status Survey (households with two or more people) announced by the Ministry of Internal Affairs and Communications in February 2022, the annual percentage of households using online shopping in 2021 was 52.7%, up 3.9% from 48.8% in the previous year and exceeding 50% for the first time on an annual-average basis.」

「In the e-commerce industry in which the company operates, according to the results of the October 2021 Household Consumption Status Survey (households with two or more people) announced by the Ministry of Internal Affairs and Communications in December 2021, spending on online shopping was ¥19,247, an increase of ¥1,371 year on year, indicating an upward trend in online-shopping spending.」

「In the e-commerce industry in which the company operates, according to the results of the July 2021 Household Consumption Status Survey (households with two or more people) announced by the Ministry of Internal Affairs and Communications in September 2021, the percentage of households using online shopping increased 1.2% year on year to 51.8% and remained high at more than 50%, although it has been broadly flat since 2021.」

「The percentage of households using online shopping has remained high at more than 50% since 2021, although it has been broadly flat.」

「The percentage of households using online shopping was 51.9%, a substantial 9.1-percentage-point increase from 42.8% in the same month of the previous year, and has remained around 50% since May 2020. The spread of COVID-19 has established the e-commerce market in which the company operates as a means of shopping under the new lifestyle, which reduces opportunities for contact with other people.」

「According to the results of the October 2020 Household Consumption Status Survey (households with two or more people) announced by the Ministry of Internal Affairs and Communications in December 2020, spending per household using online shopping was ¥35,092, substantially above ¥30,819 in the same month of the previous year. The e-commerce market in which the company operates has become established as a means of shopping under the new lifestyle, which reduces opportunities for contact with other people.」

「According to the results of the July 2020 Household Consumption Status Survey (households with two or more people) announced by the Ministry of Internal Affairs and Communications in September 2020, the percentage of households using online shopping was 50.6% and remained above 50% at a high level from May onward. Online shopping became established in daily life, prompted by self-restraint from going out due to COVID-19.」

「According to the results of the April 2020 Household Consumption Status Survey announced by the Ministry of Internal Affairs and Communications in June 2020, the percentage of households using online shopping rose 5.1 percentage points to 47.3% in April 2020 from 42.2% in April 2019. Changes in consumer attitudes and behavior due to self-restraint from going out increased the number of e-commerce users and drove market expansion.」