I'Ll Inc (3854) · RiskReframed
Impact of Additional U.S. Tariff Measures on the Domestic Economy
First written in FY2025. 1 of 2 entries say "Reframed", first in FY2026-H1. Latest entry: FY2026-H1.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Cost, Demand and Supply Chain Impact of 2025 Tariffs on Exports to the United States and Retaliatory TariffsA theme 23 companies write about · 23 as a headwind · 0 as a tailwind
I'Ll Inc moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 13 of 20 companies on the "Worse" side.
0 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 23 companies compared. The sentences above are computed from all 23.Full recordFilings, disclosures and news, newest first
- FY2026-H1ReframedAnnual report
「At the same time, we need to continue monitoring inflation caused by surging raw material and energy prices, as well as the impact of U.S. trade policy on the domestic economy.」
The broader expression “U.S. trade policy” has replaced the “additional U.S. tariffs” explicitly cited in the previous fiscal year in the current interim consolidated accounting period. - FY2025First statedAnnual report
「Meanwhile, continued monitoring was required of the impact on the domestic economy of inflation caused by surging raw-material and energy prices, among other factors, and additional tariff measures by the United States.」
The potential impact of additional U.S. tariffs on the domestic economy is explicitly identified as a new risk factor in the economic environment.