Makuake (4479) · FactFirst statedLatest Financial results presentation materials (2026-07-28): "Restated"
Polarization of Consumption and Selective Purchasing of Distinctive, Story-Driven Products
First written in FY2026-H1. 1 of 2 entries say "Restated". Latest entry: 2026-07-28.
2entries
1years
1from disclosures
How it moved
Same theme, other companies
Slower Demand Growth Due to Maturation of the Japanese Market and Diversification of Purchasing BehaviorA theme 8 companies write about · 7 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2026: 2 of 6 companies on the "Worse" side.
4 other companies' latest entry also says "Restated".
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
- 2026-07-28RestatedFinancial results presentation materials
「Although consumers continue to economize because of persistent high prices, “selective spending,” in which they spend actively in areas that contribute to their personal fulfillment, is progressing.」
The Company reaffirmed its view that cost-consciousness caused by higher prices is coexisting with active spending in areas that contribute to personal fulfillment. - FY2026-H1First statedAnnual report
「While consumers remain strongly inclined to economise due to rising prices, consumption is becoming increasingly polarised, with consumers selectively purchasing products with distinctive qualities or compelling stories rather than uniform mass-market products.」
We newly stated our market view that, while consumers’ inclination to economise due to rising prices continues, consumption is becoming increasingly polarised, with consumers selectively purchasing products with distinctive qualities or compelling stories.