Komori
Vixton (3840) · RiskReframed

Price competition in the information services, travel and media markets

First written in FY2016. 2 of 5 entries say "Reframed", first in FY2018. Latest entry: FY2024.

5entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016RestatedFY2019 – FY20212016: 120162017: 020172018: 120182019: 120192020: 020202021: 120212022: 020222023: 020232024: 12024
Same theme, other companies
Declining selling prices and lower profit due to intensified competition from other companiesA theme 305 companies write about · 306 as a headwind · 1 as a tailwind

Vixton moved to the "Worse" side of this theme in 2024, 5 years after the typical company in this theme (2019).

The whole theme swung hardest in 2026: 36 of 86 companies on the "Worse" side.

2 other companies' latest entry also says "Reframed".

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.
Showing 14 of the 198 companies compared. The sentences above are computed from all 198.Comparing 200 of the theme's 307 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024ReframedAnnual report

    「In recent years, price competition in the cosmetics, beauty and wellness business has become severe because advances in IT have made it easy to compare prices for the same products.」

    The scope of the price competition risk has been reorganized from the previous reference to the mail-order business to the current cosmetics, beauty and wellness business segment.
  2. FY2021RestatedAnnual report

    「In recent years, price competition in the mail-order business has become severe because advances in IT have made it easy to compare prices for the same products. Although the company strives to provide high-value-added services, changes in the market environment beyond expectations or downward pressure on prices could affect business performance.」

    The company continues to disclose the risk of easier price comparisons and downward pressure on prices in the mail-order business.
  3. FY2019RestatedAnnual report

    「In recent years, price competition in the mail-order business has become severe because advances in IT have made it easy to compare prices for the same products. Although the company strives to provide high-value-added services, changes in the market environment beyond expectations or downward pressure on prices could affect business performance.」

    The company continues to disclose the risk of price competition in the mail-order business arising from easier price comparisons and downward pressure on prices.
  4. FY2018ReframedAnnual report

    「In recent years, price competition in the mail-order business has become severe because advances in IT have made it easy to compare prices for the same products.」

    The scope of the price competition risk has been narrowed from the previous description, which included the information services, travel and media businesses, to the mail-order business.
  5. FY2016First statedAnnual report

    「Price competition in the information services industry has become severe as companies whose business models are based on providing services free of charge have entered the market. In the travel and media businesses as well, price competition has become severe because advances in IT have made it easy to compare prices for the same products.」

    The company states that multiple businesses face downward pressure on prices from price comparisons and the entry of free-service providers.
Moved together

"Plan to achieve profitability in next fiscal year's consolidated results" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22★12
  1. ★This thread
  2. 1Plan to achieve profitability in next fiscal year's consolidated results2×
  3. 2Intensifying competition in payment processing, travel and mail-order businesses2×

★ 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
Vixton's next results are scheduled for 2026-11-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.