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Zoa (3375) · RiskRestated

Contraction of the Motorcycle Accessories Market and Price Competition in Online Retail

First written in FY2016. 14 of 33 entries say "Restated". Latest entry: FY2026.

33entries
11years
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ProgressHeldSoftenedWorseRestatedFY2025-H1 – FY2026-H12016: 320162017: 420172018: 320182019: 220192020: 320202021: 420212022: 420222023: 420232024: 320242025: 120252026: 22026
Same theme, other companies
Contraction of the Motorcycle Accessories Market and Price Competition in Online RetailA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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  1. FY2026RestatedAnnual report

    「In the motorcycle business, because there are limits to the range of products that can be carried in stores, customers are being directed to online sales. As a result, although online sales of motorcycle accessories increased, in-store sales of motorcycle accessories have been trending downward.」

    The shift to online sales against a backdrop of constraints on in-store product assortments, together with the resulting decline in in-store sales, has continued.
  2. 2026-06-04WorsenedGeneral Meetings of Shareholders

    「Although revenue from motorcycle products sold online increased as a result, revenue from motorcycle products sold in stores has been trending downward.」

    The company continued to report a downward trend in in-store motorcycle product sales as customers were directed to online sales.
  3. FY2026-H1RestatedAnnual report

    「In the motorcycle business, because there are limits to the range of products that can be carried in stores, customers are being directed to online sales. As a result, sales of motorcycle accessories in stores have been trending downward.」

    Against a backdrop of constraints on in-store product assortments, customers are being directed to online sales, resulting in a continuing decline in in-store sales. Revenue from the motorcycle business declined 22.6% year on year.
  4. FY2025-H1RestatedAnnual report

    「In the motorcycle business, there are limits to the range of products that can be carried in stores, and the shift to online sales, which has fewer constraints on product offerings, has continued. As a result, in-store sales have been trending downward. However, because having physical stores provides reassurance when customers make purchases online, we will continue operating physical stores.」

    While the shift to online sales of motorcycle accessories and the decline in in-store sales continue, the company has indicated that it will maintain in-store sales as a source of reassurance for customers making purchases.
  5. FY2024WorsenedAnnual report

    「Revenue from the motorcycle business was ¥225.456 million, down 21.3% year on year, and gross profit was ¥96.859 million, down 12.3% year on year. In the motorcycle business, the shift to online sales has continued. Although revenue from motorcycle accessories sold online increased, revenue from motorcycle accessories sold in stores has been trending downward.」

    While online sales of motorcycle accessories increased as a result of the shift to online sales, the decline in in-store sales continued, and revenue from the motorcycle business as a whole declined 21.3% from the previous fiscal year.
  6. FY2024-Q3WorsenedAnnual report

    「Revenue from the motorcycle business was ¥185.252 million, down 20.1% year on year, and gross profit was ¥78.013 million, down 14.7% year on year. In the motorcycle business, in addition to the continuing shift to online sales, the unstable weather is believed to have reduced opportunities to use motorcycles, and in-store sales have been trending downward.」

    Against a backdrop of the shift to online sales and fewer opportunities to use motorcycles due to unstable weather, motorcycle business revenue declined 20.1% year on year.
  7. FY2024-Q2RestatedAnnual report

    「In the motorcycle business, in addition to the continuing shift to online sales, the unstable weather is believed to have reduced opportunities to use motorcycles, and in-store sales have been trending downward.」

    The decline in in-store sales has continued against a backdrop of the shift to online sales and fewer opportunities to use motorcycles due to unstable weather.
  8. FY2024-Q1WorsenedAnnual report

    「Revenue from the motorcycle business was ¥72.010 million, down 23.7% year on year, and gross profit was ¥30.698 million, down 16.5% year on year. In the motorcycle business, in addition to the continuing shift to online sales, the unstable weather is believed to have reduced opportunities to use motorcycles, and in-store sales have been trending downward.」

    In addition to the shift to online sales, reduced opportunities to use motorcycles due to unstable weather were cited, and motorcycle business revenue declined 23.7% year on year.
  9. FY2023RestatedAnnual report

    「In the motorcycle business, revenue declined due to sluggish sales of helmets, which had performed well in the previous fiscal year, and the unstable supply of high-priced motorcycle intercoms that allow riders to communicate with companions while touring. In addition, revenue from in-store sales declined as sales shifted to online channels.」

    The annual report also describes the continuing decline in motorcycle business revenue resulting from the shift to online sales, sluggish helmet sales and unstable intercom supplies.
  10. FY2023-Q3WorsenedAnnual report

    「In the motorcycle business, revenue was significantly affected by sluggish sales of winter products that had performed well in the previous fiscal year and unstable supplies of high-priced products such as intercoms. As a result, revenue from the motorcycle business as a whole was ¥231.994 million, down 13.6% year on year.」

    In addition to sluggish sales of winter products, unstable supplies of high-priced products affected revenue, resulting in a 13.6% year-on-year decline in revenue from the motorcycle business as a whole.
  11. FY2023-Q2WorsenedAnnual report

    「In the motorcycle business, the shift from stores to online sales progressed, while unstable supplies of high-priced products such as intercoms had a significant impact on revenue. As a result, revenue from the motorcycle business as a whole was ¥170.341 million, down 12.0% year on year.」

    In addition to the shift to online sales, unstable supplies of high-priced products had a significant impact on revenue, resulting in a 12.0% year-on-year decline in revenue from the motorcycle business as a whole.
  12. FY2023-Q1RestatedAnnual report

    「In the motorcycle business, the shift to online sales has continued, and in-store sales have been trending downward. As a result, revenue from the motorcycle business as a whole was ¥94.378 million, down 5.4% year on year.」

    The shift to online sales and the decline in in-store sales continued, and revenue from the motorcycle business as a whole declined 5.4% year on year.
  13. FY2022RestatedAnnual report

    「Motorcycles have become more popular as a socially distanced means of transportation and as a hobby during the COVID-19 pandemic. There is still a certain level of demand for specialist stores offering fitting sales of helmets and jackets and selling oil and chemical products, but in-store sales declined as a result of the shift to online sales.」

    The explanation that motorcycle demand itself is increasing while the shift to online sales is causing in-store sales to decline has continued.
  14. FY2022-Q3RestatedAnnual report

    「In the motorcycle business, motorcycles became more popular as a socially distanced means of transportation and as a hobby during the COVID-19 pandemic, but in-store sales declined as a result of the shift to online sales.」

    While demand for motorcycles itself has increased as a means of transportation and as a hobby, the decline in in-store sales due to the shift to online sales has continued.
  15. FY2022-Q2RestatedAnnual report

    「In the motorcycle business, motorcycles became more popular as a socially distanced means of transportation and as a hobby during the COVID-19 pandemic, but in-store sales declined as a result of the shift to online sales.」

    The coexistence of rising motorcycle demand and declining in-store sales due to the shift to online sales has continued to be described since the previous quarter.
  16. FY2022-Q1Demand increased while in-store sales declinedAnnual report

    「In the motorcycle business, motorcycles became more popular as a socially distanced means of transportation and as a hobby during the COVID-19 pandemic, but in-store sales declined as a result of the shift to online sales. As a result, revenue from the motorcycle business as a whole was ¥99.721 million, down 5.9% year on year.」

    While demand for motorcycles itself increased as a means of transportation and as a hobby, in-store sales and motorcycle business revenue declined due to the shift to online sales.
  17. FY2021MitigatedAnnual report

    「In the motorcycle business, demand for motorcycles as a means of transportation has been increasing amid the spread of COVID-19, and business remained strong, led by the core categories of helmets, jackets and gloves. In addition, strong sales of maintenance products such as oil and cleaners boosted results. As a result, revenue from the motorcycle business as a whole was ¥365.654 million, up 4.7% from the previous fiscal year.」

    Increased demand for motorcycles as a means of transportation, together with strong performance in the core categories and maintenance products, resulted in a 4.7% increase in motorcycle business revenue from the previous fiscal year.
  18. FY2021-Q3MitigatedAnnual report

    「In the motorcycle business, demand for motorcycles as a means of transportation has been increasing amid the spread of COVID-19, and business remained strong, led by the core categories of helmets, jackets and gloves. In addition, strong sales of maintenance products such as oil and cleaners boosted results. As a result, revenue from the motorcycle business as a whole increased 3.9% year on year.」

    Demand for motorcycles as a means of transportation continued to increase, while the core categories and maintenance products performed strongly, resulting in a 3.9% year-on-year increase in motorcycle business revenue.
  19. FY2021-Q2MitigatedAnnual report

    「In the motorcycle business, demand for motorcycles as a means of transportation has been increasing amid the spread of COVID-19, and business has generally remained strong, led by helmets. In addition, strong sales of maintenance products such as oil and cleaners have boosted results. As a result, revenue from the motorcycle business as a whole increased 0.7% year on year.」

    Increased demand for motorcycles as a means of transportation, together with strong sales of helmets and maintenance products, resulted in a 0.7% year-on-year increase in revenue from the motorcycle business as a whole.
  20. FY2020WorsenedAnnual report

    「In the motorcycle business, we worked to increase revenue by holding deep-discount sales in core categories such as helmets, jackets and gloves. However, overall revenue declined partly because unsettled weather, including major typhoons and heavy rain in summer, was concentrated on weekends. As a result, revenue from the motorcycle business as a whole declined 17.8% from the previous fiscal year.」

    Despite holding discount sales, revenue from the motorcycle business as a whole declined 17.8% from the previous fiscal year due to the effects of unsettled weather.
  21. FY2020-Q3WorsenedAnnual report

    「As a result, revenue from the motorcycle business as a whole declined 16.5% year on year.」

    Revenue from the motorcycle business as a whole declined 16.5% year on year, indicating that the sales slump caused by weather and other factors through the previous quarter has continued.
  22. FY2020-Q1WorsenedAnnual report

    「In the motorcycle business, we worked to increase revenue through promotional activities such as flyer sales and giveaway campaigns. However, sales of core items such as helmets, jackets and gloves remained sluggish due in part to unsettled weather and low temperatures, resulting in lower revenue for motorcycle accessories overall.」

    While the market was described as having bottomed out, sales of core motorcycle accessories and total accessory revenue declined due to unsettled weather and low temperatures.
  23. FY2019-Q3RestatedAnnual report

    「In the motorcycle industry, domestic motorcycle shipments have exceeded the previous year's level for the first time in several years, suggesting that the decline has bottomed out.」

    The explanation that the motorcycle market exceeded the previous year's level for the first time in several years and appears to have bottomed out continues.
  24. FY2019-Q1MitigatedAnnual report

    「In the motorcycle industry, domestic factory shipments of complete motorcycles have remained flat year on year, and the decline in the rider population appears to be easing.」

    Vehicle shipments remained flat, and the explanation has shifted to indicate that the previous decline in the rider population is beginning to ease.
  25. FY2018MitigatedAnnual report

    「In the motorcycle industry, according to statistics from the Japan Automobile Manufacturers Association (JAMA), domestic factory shipments of motorcycles increased 2.7% year on year, indicating an improving trend.」

    Domestic factory shipments of motorcycles increased 2.7% year on year, indicating a shift from the previous market contraction and stagnation toward improvement.
  26. FY2018-Q3RestatedAnnual report

    「In the motorcycle industry, domestic motorcycle shipments have exceeded the previous year's level for the first time in several years, suggesting that the decline has bottomed out.」

    The explanation that the motorcycle market exceeded the previous year's level for the first time in several years and appears to have bottomed out continues.
  27. FY2018-Q2MitigatedAnnual report

    「In the motorcycle industry, according to statistics from the Japan Automobile Manufacturers Association (JAMA), cumulative domestic motorcycle shipments during the first half of the fiscal year increased 18.2% year on year, and the motorcycle market also exceeded the previous year's level for the first time in several years.」

    Domestic motorcycle shipments increased 18.2% year on year and exceeded the previous year's level for the first time in several years, indicating a shift from the previous description of market contraction and stagnation toward improvement.
  28. FY2018-Q1WorsenedAnnual report

    「In the motorcycle industry, the frequency of motorcycle use has declined due to a shrinking and aging rider population, and sales of motorcycle accessories have consequently remained difficult.」

    In addition to the continuing decline in the rider population, aging and lower usage frequency are identified as contributing factors, and sales of accessories remain challenging.
  29. FY2017RestatedAnnual report

    「In the motorcycle industry, according to statistics from the Japan Automobile Manufacturers Association (JAMA), domestic factory shipments of motorcycles declined 6.4% year on year, marking a decline for the third consecutive year.」

    It states that domestic motorcycle shipments have declined for the third consecutive year.
  30. FY2017-Q3RestatedAnnual report

    「In the motorcycle industry, domestic shipments of motorcycles continue to decline, and the motorcycle market remains sluggish.」

    Domestic motorcycle shipments continue to decline, and the motorcycle market remains sluggish.
  31. FY2017-Q2WorsenedAnnual report

    「In the motorcycle industry, according to statistics from the Japan Automobile Manufacturers Association (JAMA), cumulative domestic shipments of motorcycles during the six months ended the second quarter declined 18.0% year on year, and the motorcycle market has remained sluggish.」

    The company reports an 18.0% decline in domestic motorcycle shipments and says that the motorcycle market remains sluggish.
  32. FY2017-Q1RestatedAnnual report

    「In the motorcycle industry, shipments of motorcycles have continued to decline, and the rider population appears to be trending downward, partly because younger people are moving away from motorcycles.」

    The decline in motorcycle shipments and the downward trend in the rider population continue to be reported.
  33. FY2016First statedAnnual report

    「In the motorcycle industry, according to statistics from the Japan Automobile Manufacturers Association (JAMA), domestic factory shipments of motorcycles declined 6.8% year on year, marking a decline for the second consecutive year.」

    In addition to declining market shipments, price competition among companies’ online stores is cited as a factor behind sluggish sales.
Moved together

"Sharp decline in cash and cash equivalents" moved the same way as this thread, in the same document, in 13 of its 33 moves.

131111998★123456
  1. ★This thread
  2. 1Sharp decline in cash and cash equivalents13×
  3. 2Early Improvement and Recovery of the Motorcycle Business Through Organizational Strengthening11×
  4. 3Improving Inventory Turnover through POS Data and Inter-Store Transfers11×
  5. 4Prioritizing Profitability in Mail-Order Sales and Diversifying Sales Channels9×
  6. 5Improving Profitability Despite Lower Revenue9×
  7. 6Risk of Slow-Moving Inventory and Valuation Losses Due to Changes in Demand8×

★ 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 Zoa yet. It last moved in the General Meetings of Shareholders of 2026-06-04: "Worsened".
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Contraction of the Motorcycle Accessories Market and Price Competition in Online Retail | ZOA CORPORATION (3375) | Komori