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United Super Markets Holdings (3222) · TargetRestatedLatest Revision of earnings forecasts (2026-10-09): "Worsened"

Shift to a customer traffic growth trend

First written in FY2019-Q1. 1 of 3 entries say "Restated". Latest entry: 2026-10-09.

3entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q1 – FY2019-Q32018: 120182019: 120192020: 020202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Expanding Purchasing Volume through Increased Store Traffic and Items PurchasedA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

United Super Markets Holdings moved to the "Worse" side of this theme in 2026.

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

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. 2026-10-09WorsenedRevision of earnings forecasts

    「In terms of sales, customer numbers and items purchased per customer are expected to fall below plan, and sales are expected to miss the full-year plan.」

    With respect to the outlook for a shift toward growth in customer numbers, the company stated that customer numbers and items purchased per customer are expected to fall below plan.
  2. FY2019-Q3RestatedAnnual report

    「As key initiatives to establish a distinctive value proposition, the company worked to shift toward a trend of increasing customer numbers through ① increasing visit frequency by strengthening fresh-food offerings, ② developing a purposeful assortment capable of motivating store visits, ③ rejuvenating stores through ongoing revitalization and repair investments, and ④ customer-focused, frontline-driven reform based on store policies.」

    The company continues to shift toward a trend of increasing customer numbers through stronger fresh-food offerings, its product assortment, store investment, and customer- and frontline-driven reform.
  3. FY2019-Q1First statedAnnual report

    「As key initiatives to establish the company’s distinctive value proposition, the company worked to shift toward a trend of increasing customer numbers through ① increasing visit frequency by strengthening fresh-food offerings, ② developing a purposeful assortment capable of motivating store visits, ③ rejuvenating stores through ongoing revitalization and repair investments, and ④ customer-focused, frontline-driven reform based on store policies.」

    マックスバリュ関東 set a goal of shifting toward a trend of increasing customer numbers through stronger fresh-food offerings, its product assortment, store investment, and customer- and frontline-driven reform.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for United Super Markets Holdings yet. It last moved in the Revision of earnings forecasts of 2026-10-09: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Shift to a customer traffic growth trend | United Super Markets Holdings Inc. (3222) | Komori