Rising Selling Prices and Declining Replacement Demand Due to Rising Prices, Raw Material Costs and Yen Depreciation
First written in FY2024-Q3. 8 of 11 entries say "Restated". Latest entry: 2026-09-14.
The whole theme swung hardest in 2018: 10 of 21 companies on the "Worse" side.
5 other companies' latest entry also says "Materialised".
- 2026-09-14MaterialisedResults briefing materials
「Although we raised prices for private-label products and certain repair labor charges sequentially from May onward, the gross margin declined due to adverse exchange-rate movements and sales promotions aimed at increasing customer traffic, among other factors.」
Specifically describes price increases for private-label products and certain repair labor charges. - FY2027-H1Implemented selling price revisionsAnnual report
「With raw material costs and labor costs continuing to rise, we implemented selling price revisions from May 2026.」
The note newly provides specific disclosure that selling prices were revised from May 2026 amid continued increases in raw material costs and labor costs. - 2026-06-12RestatedEarnings
「Deterioration in the economic environment was observed due to inflation, the prolonged trend of yen depreciation, U.S. tariff policy, and the impact of conditions in the Middle East and Ukraine, and the outlook remained uncertain.」
Continues to identify inflation and the trend of yen depreciation as economic concerns that could affect personal consumption and other areas. - FY2026RestatedAnnual report
「Concerns that the prolonged trend of yen depreciation, continued price increases and higher interest rates could slow personal consumption」
The note continues to disclose concerns that, in addition to yen depreciation and rising prices, higher interest rates could slow personal consumption. - 2026-03-16RestatedEarnings
「Meanwhile, the outlook for personal consumption is expected to remain uncertain due to soaring resource and energy prices and inflation resulting from the unstable international situation.」
Continues to express concern about the impact of inflation and other factors on personal consumption. - FY2026-H1RestatedAnnual report
「Concerns that continued price increases and higher interest rates could slow personal consumption」
The note continues to express concern that continued price increases could slow personal consumption. - FY2025RestatedAnnual report
「In addition, because private-label products do not pass through trading companies or wholesalers unlike national-brand products, we can develop products at attractive price points.」
The note continues to indicate the need to offer price-competitive products amid rising prices, together with the policy of providing attractive price points through private-label products. - FY2025-H1RestatedAnnual report
「To meet the needs of customers who have become more price-sensitive as prices have repeatedly risen, we strengthened our range of private-label products, which are more affordable than national-brand products.」
The note continues to recognize that customers have become more price-sensitive due to rising prices and describes strengthening the range of private-label products as the response. - FY2025-Q1RestatedAnnual report
「To meet the needs of customers who have become more price-sensitive as prices have repeatedly risen, we strengthened our range of private-label products, which are more affordable than national-brand products.」
The note continues to recognize that customers have become more price-sensitive due to rising prices. - FY2024RestatedAnnual report
「In the bicycle industry in which the Company operates, higher selling prices resulting from repeated increases in prices generally and yen depreciation reduced demand for bicycle replacements, while demand for repairs increased.」
The note describes higher selling prices due to rising prices and yen depreciation, followed by lower replacement demand and higher repair demand, as actual market changes for the full fiscal year. - FY2024-Q3First statedAnnual report
「In the bicycle industry, repeated increases in prices generally, higher raw material costs and yen depreciation drove up selling prices, increasing consumers' preference for low-priced products. As a result, demand for bicycle replacements declined while demand for repairs increased.」
The note describes higher costs, yen depreciation, consumers' preference for low-priced products and declining replacement demand as actual market changes.