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The Japan Wool Textile (3201) · RiskRestated

Margin Pressure from Intensifying E-Commerce Competition and Rising Advertising Expenses

First written in FY2022-Q1. 8 of 10 entries say "Restated". Latest entry: 2026-07-15.

10entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q2 – FY2022-Q3RestatedFY2023-Q2 – 2026-07-152022: 320222023: 320232024: 320242025: 020252026: 12026
Same theme, other companies
System Failure, Cyberattack and Price Competition Risks in the E-Commerce BusinessA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

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

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. 2026-07-15RestatedEarnings presentation

    「Meanwhile, competition has intensified as overseas players, including those from China, have entered the market directly amid the trend toward borderless markets, and as manufacturers have expanded direct sales. In addition, the prolonged depreciation of the yen has kept purchase prices and logistics costs elevated, while advertising and promotional expenses also continue to trend upward.」

    For the Lifestyle Distribution and E-commerce businesses, direct market entry by overseas players and direct sales by manufacturers, together with higher purchase prices, logistics costs and advertising expenses due to the weak yen, continue to be cited as business-environment factors.
  2. FY2024-Q2RestatedAnnual report

    「Higher procurement prices resulting from soaring raw material costs, together with continued increases in advertising and promotional expenses and logistics costs in the increasingly competitive e-commerce business, are affecting results.」

    EC事業等の競争激化に伴う広告宣伝費・物流費の上昇に加え、原材料費・仕入価格の上昇が業績へ影響している状況を再確認している。
  3. FY2024-Q1RestatedAnnual report

    「Higher procurement prices resulting from soaring raw material costs, together with continued increases in advertising and promotional expenses and logistics costs in the increasingly competitive e-commerce business, are affecting results.」

    EC事業等の競争激化に伴う広告宣伝費・物流費の上昇に加え、原材料費・仕入価格の上昇が継続して業績に影響している。
  4. FY2023RestatedAnnual report

    「原材料費の高騰、円安による仕入コストの上昇、競争が激化しているEC事業等での広告宣伝費および物流費の上昇が収益を圧迫しました。」

    EC競争激化に伴う広告宣伝費・物流費の上昇に加え、原材料費・円安による仕入コスト上昇が生活流通事業の収益を引き続き圧迫した。
  5. FY2023-Q3RestatedAnnual report

    「原材料費の高騰による仕入価格の上昇、競争が激化しているEC事業等での広告宣伝費および物流費の上昇が収益を圧迫しております。」

    原材料費・仕入価格の高騰に加え、EC事業等での競争激化に伴う広告宣伝費・物流費の上昇が収益を圧迫している状況を再確認している。
  6. FY2023-Q2RestatedAnnual report

    「原材料費の高騰による仕入価格の上昇、競争が激化しているEC事業等での広告宣伝費および物流費の上昇が収益を圧迫しております。」

    原材料費・仕入価格の高騰に加え、EC事業等での競争激化に伴う広告宣伝費・物流費の上昇が収益を圧迫している状況を再確認している。
  7. FY2023-Q1WorsenedAnnual report

    「原材料費の高騰による仕入価格の上昇、競争が激化しているEC事業等での広告宣伝費および物流費の上昇が収益を圧迫しております。」

    EC事業等の競争激化に伴う広告宣伝費上昇に加え、原材料費・仕入価格・物流費の上昇が収益圧迫として具体化している。
  8. FY2022-Q3RestatedAnnual report

    「競争が激化しているEC事業等で、広告宣伝費等の上昇が収益を圧迫しております。」

    EC事業等で競争激化と広告宣伝費等の上昇が収益を圧迫している状況を引き続き記載している。
  9. FY2022-Q2RestatedAnnual report

    「競争が激化しているEC事業等で、広告宣伝費等の上昇が収益を圧迫しております。」

    EC事業等で競争激化と広告宣伝費等の上昇が収益を圧迫している状況を引き続き記載している。
  10. FY2022-Q1MaterialisedAnnual report

    「競争が激化しているEC事業等で、広告宣伝費等の上昇が収益を圧迫しております。」

    EC事業等で競争激化と広告宣伝費等の上昇が実際に収益を圧迫していると記載している。
Moved together

"Growing Demand for School and Government Uniform Materials and Weak Corporate Uniform Demand" moved the same way as this thread, in the same document, in 2 of its 10 moves.

22★12
  1. ★This thread
  2. 1Growing Demand for School and Government Uniform Materials and Weak Corporate Uniform Demand2×
  3. 2Expanding Sports and Fishing Equipment Profitability through High-Margin Products and Brand Promotion2×

★ 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 The Japan Wool Textile yet. It last moved in the Earnings presentation of 2026-07-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Margin Pressure from Intensifying E-Commerce Competition and Rising Advertising Expenses | THE JAPAN WOOL TEXTILE CO.,LTD. (3201) | Komori