Consumer sentiment after the consumption tax rate increase
First written in FY2020-Q3. 2 of 3 entries say "Reframed", first in FY2021-Q1. Latest entry: FY2026-H1.
Bml moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 6 of 14 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2026-H1ReframedAnnual report
「In addition, the continuing rise in prices, including its impact on personal consumption through deterioration in consumer sentiment, represents a risk that could weigh on the Japanese economy.」
The risk factors related to personal consumption have become more specific, shifting from consumer sentiment following the consumption tax rate increase to the deterioration in consumer sentiment caused by continuing price increases. - FY2021-Q1ReframedAnnual report
「Although personal consumption has shown signs of recovery following the lifting of the state of emergency, the outlook remains uncertain.」
The focus of uncertainty surrounding consumer sentiment has shifted from trends following the consumption tax rate increase to the outlook for personal consumption after the COVID-19 pandemic and the lifting of the state of emergency. - FY2020-Q3First statedAnnual report
「Although personal consumption has been recovering, it is necessary to monitor consumer sentiment following the consumption tax rate increase.」
The trend in consumer sentiment following the consumption tax rate increase was identified for the first time as an external risk requiring attention in relation to personal consumption.