Tsi Holdings (3608) · RiskDropped
Changes in Market Structure Driven by the Declining Birthrate, Aging Population and Growing Presence of Overseas Brands
First written in FY2018-Q1. 1 of 2 entries say "Dropped", first in FY2018. Latest entry: FY2018.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Clothing demand risk arising from changes in fashion trends and consumer preferencesA theme 11 companies write about · 10 as a headwind · 1 as a tailwind
The whole theme swung hardest in 2025: 1 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Dropped".
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
- FY2018DroppedAnnual reportThis annual securities report does not directly refer to the individual structural factors of declining birth rates and population aging, the entrenchment of overseas brands, or the shift from goods-based to experience-based consumption. Instead, it consolidates the discussion into general consumer conditions and market trends.
- FY2018-Q1First statedAnnual report
「Against major trends including declining birth rates and population aging, the entrenchment of overseas brands, and the shift from goods-based to experience-based consumption, consumers have become increasingly selective toward brands and products with strong originality and communication capabilities.」
First reference to declining birth rates and population aging, the entrenchment of overseas brands, and the shift from goods-based to experience-based consumption as structural environmental factors in the apparel market.