Sales growth across household essentials departments driven by stay-at-home demand
First written in FY2021-Q1. 2 of 4 entries say "Reframed", first in FY2022-Q1. Latest entry: FY2022-Q3.
United Super Markets Holdings moved to the "Worse" side of this theme in 2021.
The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2022-Q3ReframedAnnual report
「Demand for online supermarkets and mobile sales has continued to strengthen from the previous year, and conditions have emerged in which a new shopping style, allowing customers to complete their purchases without visiting a store, is becoming established.」
The focus shifted from higher department sales due to stay-at-home demand to a structural explanation that a shopping style not requiring store visits, through online supermarkets and mobile sales, had become established. - FY2022-Q1ReframedAnnual report
「Demand for online supermarkets and mobile sales has continued to strengthen from the previous year, and conditions have emerged in which a new shopping style, allowing customers to complete their purchases without visiting a store, is becoming established.」
The focus shifted from explaining higher department sales due to stay-at-home demand to the establishment of a shopping style in which customers do not need to visit stores, through online supermarkets and mobile sales. - FY2021-Q2RestatedAnnual report
「Sales by department exceeded the same quarter of the previous year in meat, seafood, produce, general food, daily food and household goods, which responded to rising demand for eating at home resulting from requests to refrain from nonessential outings, temporary school closures and the promotion of working from home.」
Against a backdrop of stay-at-home and at-home dining demand, the meat, seafood, produce, general food, daily food and household goods departments exceeded the previous year’s level. - FY2021-Q1First statedAnnual report
「Sales by department exceeded the same quarter of the previous year in meat, seafood, produce, general food, daily food and household goods, which responded to stay-at-home demand resulting from requests to refrain from nonessential outings, temporary school closures and the promotion of working from home.」
Against a backdrop of requests to refrain from going out, school closures and working from home, stay-at-home demand drove the meat, seafood, produce, general food, daily food and household goods departments above the previous year’s level.