Soft Demand in the Disposable Diaper Market Due to Declining Exports
First written in FY2019. 9 of 22 entries say "Restated". Latest entry: 2026-08-07.
Havix moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).
3 other companies' latest entry also says "Restated".
- 2026-08-07RestatedResults
「ベビー用紙おむつは、出生数の減少に伴う市場規模の縮小傾向が継続する中、各メーカーによる高機能・高付加価値製品の投入および製品差別化に加え、コスト上昇への対応を目的とした原材料の見直しや低コスト化が進展しており、引き続き厳しい事業環境が続いております。」
ベビー用紙おむつの市場縮小と低コスト化の進展を再確認し、厳しい事業環境が継続していると記載している。 - FY2026WorsenedAnnual report
「The impact of the declining birth rate on baby disposable diapers has been significant. Although companies are attempting to launch high-functionality, high-value-added products to raise unit prices, the shift to lower-cost materials to reduce costs is accelerating, significantly affecting sales of the Company's products.」
The Company states that, in addition to the declining birth rate, the shift to lower-cost materials for baby disposable diapers is accelerating, significantly affecting sales of its products. - FY2026-H1Growth in pet pads and divergence in disposable diaper demand by applicationAnnual report
「Since the COVID-19 pandemic, values centered on coexistence between people and pets have become more widespread, and the pet pad market has continued to grow steadily. In the disposable diaper market, the adult disposable diaper market is tending to expand as the population structure changes, while demand for baby disposable diapers continues to decline as birth numbers fall. In addition, as higher raw material prices have increased production costs, manufacturers are increasingly switching to lower-cost materials, which has also affected sales of the Company's products.」
The Company states that pet pads and adult disposable diapers are trending toward growth and expansion in the hygiene materials market, while declining demand for baby disposable diapers and the shift to lower-cost materials continue. - FY2025-H1Maturing baby disposable diaper market and expected growth in adult productsAnnual report
「In the hygiene materials market, growth in baby disposable diapers is slowing against the backdrop of declining birth numbers and market maturation, while adult disposable diapers are expected to grow as the population ages.」
The Company indicates that, in addition to the previous decline in the birth rate and demand for Japanese-made disposable diapers, the baby disposable diaper market is maturing. At the same time, it expects growth in adult disposable diapers, reflecting a shift toward describing hygiene materials demand by application. - FY2024-Q3RestatedAnnual report
「The hygiene materials market continues to face similar conditions because of the declining birth rate in Japan, declining demand for Japanese-made disposable diapers and other factors.」
The Company reconfirmed its view that the hygiene materials market is facing difficult conditions because of the declining birth rate in Japan and declining demand for Japanese-made disposable diapers. - FY2024-Q2RestatedAnnual report
「The hygiene materials market likewise continues to face similar conditions because of the declining birth rate in Japan, declining demand for Japanese-made disposable diapers and other factors.」
The Company reconfirmed its view that the hygiene materials market is facing difficult conditions because of the declining birth rate in Japan and declining demand for Japanese-made disposable diapers. - FY2024-Q1RestatedAnnual report
「The hygiene materials market likewise continues to face difficult conditions because of the declining birth rate, declining demand for Japanese-made disposable diapers and other factors.」
The Company reconfirmed its view that the hygiene materials market continues to face difficult conditions because of the declining birth rate and declining demand for Japanese-made disposable diapers. - FY2023-Q3RestatedAnnual report
「The hygiene materials market in Japan continues to face difficult conditions, affected by the domestic economic downturn, declining birth numbers and other factors.」
The Company reconfirmed its view that the hygiene materials market is facing difficult conditions because of the domestic economic downturn and declining birth numbers. - FY2023-Q2RestatedAnnual report
「The hygiene materials market in Japan continues to face difficult conditions, affected by the domestic economic downturn, declining birth numbers and other factors.」
The Company reconfirmed that the hygiene materials market is facing difficult conditions because of the domestic economic downturn and declining birth numbers. - FY2022RestatedAnnual report
「In Japan, production of adult disposable diapers remained relatively steady as the population aged, but domestic production of baby disposable diapers remained weak because of restrained purchasing amid the economic downturn, the decline in the birth rate during the COVID-19 pandemic, and declining demand for Japanese-made disposable diapers in China.」
Adult disposable diapers remained relatively steady, while domestic production of baby disposable diapers remained weak because of restrained purchasing, the declining birth rate and lower demand in China, among other factors. - FY2022-Q3WorsenedAnnual report
「Sales volumes in the hygiene materials market declined sharply in Japan because of restrained purchasing amid the economic downturn, a decline in the birth rate during the COVID-19 pandemic, and declining demand for Japanese-made disposable diapers in China.」
The Company states that sales volumes of hygiene materials declined sharply because of restrained purchasing amid the economic downturn, the decline in the birth rate during the COVID-19 pandemic, and declining demand for Japanese-made disposable diapers in China. - FY2022-Q2WorsenedAnnual report
「Similarly, sales volumes in the hygiene materials market declined in Japan because of restrained purchasing amid the economic downturn and a sharp decline in the birth rate during the COVID-19 pandemic, as well as declining demand for Japanese-made disposable diapers in China.」
The Company cites restrained purchasing amid the economic downturn, declining demand for Japanese-made disposable diapers in China, and a sharp decline in the birth rate during the COVID-19 pandemic as factors behind the decline in hygiene materials sales volumes. - FY2022-Q1RestatedAnnual report
「Sales volumes in the hygiene materials market struggled to grow because of restrained purchasing amid the economic downturn and declining demand for Japanese-made disposable diapers in China.」
The Company reconfirmed that sales volumes of hygiene materials remained sluggish because of restrained purchasing amid the economic downturn and declining demand for Japanese-made disposable diapers in China. - FY2021WorsenedAnnual report
「In Japan, production of adult disposable diapers remained relatively steady as the population aged. However, production volumes of baby disposable diapers struggled because of restrained purchasing amid the economic downturn, while domestic production remained weak as exports declined due in part to the running-down of demand for Japanese-made disposable diapers in China.」
Adult disposable diapers remained relatively steady, while domestic production of baby disposable diapers remained weak because of restrained purchasing, the running-down of demand in China and lower exports. Weak demand has been confirmed as a market condition for the full fiscal year. - FY2021-Q3RestatedAnnual report
「Sales volumes struggled to grow in the hygiene materials market because of restrained purchasing amid the economic downturn.」
The Company reconfirmed that sales volumes in the hygiene materials market struggled to grow against the backdrop of restrained purchasing amid the economic downturn. - FY2021-Q2WorsenedAnnual report
「Sales volumes struggled to grow in the hygiene materials market because of the reversal of the special demand created by stockpiling daily necessities, including paper products, in February and March, as well as restrained purchasing amid the economic downturn.」
In addition to the reversal of stockpiling-driven special demand, restrained purchasing amid the economic downturn became an additional factor behind weak demand, and sales volumes of hygiene materials struggled to grow. - FY2021-Q1Stagnant growth in disposable diaper demand following the reversal of the stockpiling boomAnnual report
「Sales volumes of disposable diapers and other products struggled to grow in the hygiene materials market, partly because of the reversal of the special demand created by stockpiling daily necessities, including paper products, during February and March.」
The Company states that, in addition to the previous decline in exports to China, sales volumes of disposable diapers and other products struggled to grow because of the reversal of stockpiling-driven special demand for daily necessities. An additional factor contributing to weak demand in the disposable diaper market has been identified. - FY2020MaterialisedAnnual report
「In Japan, market growth has been slowing as the birth rate declines, while in China, where high growth had continued, demand for Japanese-made disposable diapers has run its course. In addition, the spread of the novel coronavirus has created an uncertain business environment that is expected to continue. In response to these circumstances, the Company recognized an impairment loss on part of its synthetic-fiber nonwoven manufacturing equipment.」
Slower domestic growth in the disposable diaper market, the running-down of demand for Japanese-made disposable diapers in China, and the spread of the novel coronavirus were reflected in an actual loss of ¥239 million as an impairment loss on synthetic-fiber nonwoven equipment. - FY2020-Q3WorsenedAnnual report
「Production of adult disposable diapers continued to be steady as the population aged, but domestic production of baby disposable diapers remained weak because exports declined amid the implementation of China's e-commerce law and other factors.」
The Company states that, unlike the slight recovery trend in domestic production of baby disposable diapers reported in the previous quarter, domestic production remained weak in the current quarter, and revenue from the paper-related business declined 4.1% year on year. - FY2020-Q2MitigatedAnnual report
「Production of adult disposable diapers continued to be steady as the population aged. Domestic production of baby disposable diapers had remained weak because exports declined amid the implementation of China's e-commerce law and other factors, but began to show signs of a slight recovery in the second quarter.」
The Company states that lower exports of baby disposable diapers and weak domestic production, resulting from the implementation of China's e-commerce law and other factors, have continued, but that domestic production began to show signs of a slight recovery in the second quarter. - FY2020-Q1MaterialisedAnnual report
「Production of adult disposable diapers continued to increase as the population aged, but domestic production of baby disposable diapers remained weak because exports declined amid the implementation of China's e-commerce law and other factors. Sales of products for baby disposable diapers to certain customers declined in the hygiene materials market, affected by lower exports to China and other factors, resulting in lower revenue. Meanwhile, profit increased as the price revisions pursued since the previous fiscal year took effect, pulp prices remained on a downward trend, and the Company worked to reduce costs. As a result, revenue for the first quarter of the current fiscal year amounted to ¥1,338 million, down 5.4% year on year, while segment profit was ¥136 million, up 26.8%.」
Lower exports of baby disposable diapers against the backdrop of China's e-commerce law and other factors were reflected in actual results as weak domestic production and a 5.4% decline in revenue from the paper-related business. - FY2019First statedAnnual report
「Although production of adult disposable diapers increased as the population aged, the disposable diaper market remained weak because production of baby disposable diapers declined as a result of lower exports.」
The coexistence of increased adult disposable diaper production and lower exports of baby disposable diapers was identified for the first time as an external factor behind weakness in the disposable diaper market.