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C'Bon Cosmetics (4926) · RiskWorsened

Mature Domestic Cosmetics Market and Intensifying Competition

First written in FY2016. 1 of 4 entries say "Restated". Latest entry: FY2026.

4entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY20182016: 120162017: 120172018: 120182019: 020192020: 020202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Stagnant Consumption and Intensifying Competition in the Domestic Toiletries and Cosmetics MarketA theme 11 companies write about · 13 as a headwind · 0 as a tailwind

C'Bon Cosmetics moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 3 of 8 companies on the "Worse" side.

1 other company's latest entry also says "Worsened".

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
  1. FY2026WorsenedAnnual report

    「Although the cosmetics market as a whole has been revitalized by increased opportunities for people to go out and the recovery in inbound demand, competition among brands has intensified further as consumer values diversify and purchasing behavior changes.」

    While the overall market's revitalization was noted, the disclosure explicitly stated that competition among brands had intensified against a backdrop of changing consumer values and purchasing behavior.
  2. FY2018The market expanded, albeit marginally.Annual report

    「Both production volume and sales value exceeded the levels of the same period of the previous year. The market expanded marginally, driven mainly by strong performance from higher-priced products emphasizing functions such as anti-aging care, as well as demand for all-in-one products and sheet masks emphasizing time-saving care.」

    In addition to recognizing market maturity and intensifying competition, the company stated that the domestic skincare market grew marginally, supported by demand for higher-priced products and time-saving care products.
  3. FY2017RestatedAnnual report

    「The cosmetics industry in which the company operates is facing increasingly challenging conditions amid competition among companies for limited shares in the already mature domestic market, compounded by entry from companies in other industries.」

    The company continues to identify the mature domestic market, entry by companies from other industries, and intensifying competition as business-environment risks.
  4. FY2016First statedAnnual report

    「The cosmetics industry in which the company operates is facing increasingly challenging conditions amid competition among companies for limited shares in the already mature domestic market. Shipment volumes have been broadly flat in recent years, while companies from other industries have also entered the market.」

    The company identifies market maturity, flat shipment volumes, and entry by companies from other industries as business-environment risks.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
C'Bon Cosmetics's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Mature Domestic Cosmetics Market and Intensifying Competition | C'BON COSMETICS Co.,Ltd. (4926) | Komori