Geopolitical Risks from the Prolonged Russia-Ukraine Situation
First written in FY2024-Q3. 5 of 8 entries say "Worsened", first in FY2026-H1. Latest entry: FY2027-H1.
Japan Eyewear Holdings moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 46 of 79 companies on the "Worse" side.
37 other companies' latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「The outlook remains uncertain, as heightened geopolitical risks in Europe and the Middle East, volatility in financial and capital markets, US policy developments, and tensions in Japan-China relations could affect inbound demand and domestic and overseas consumption trends in the global economy.」
In addition to the concerns previously cited regarding Europe and the United States, geopolitical risks in the Middle East, volatility in financial and capital markets, and tensions in Japan-China relations were identified as factors that could affect inbound demand and consumption trends. - 2026-06-12WorsenedEarnings
「In the global economy, rising geopolitical risks in Europe and the Middle East, volatility in the financial and capital markets, US policy developments and tensions between Japan and China could affect inbound demand and consumption trends in Japan and overseas.」
The company added rising geopolitical risks in the Middle East to the previously cited risks in Europe, US policy and Japan-China relations, and indicated their potential impact on inbound demand and consumption trends. - FY2026WorsenedAnnual report
「Concerns remain about heightened geopolitical risks in Europe and elsewhere, US policy developments, and increasing tensions in Japan-China relations. As these could affect domestic consumer sentiment, uncertainty about the outlook continues.」
In addition to Europe and the US, newly identifies increasing tensions in Japan-China relations as a factor that could affect domestic consumption. - 2026-03-13WorsenedEarnings
「Meanwhile, the global economy remains uncertain, amid concerns over rising geopolitical risks in Europe and elsewhere, US policy developments and increasingly strained Japan-China relations, which could affect consumer sentiment in Japan.」
In addition to previously cited geopolitical risks, the company referred to heightened Japan-China tensions and their potential impact on domestic consumption. - FY2026-H1WorsenedAnnual report
「Meanwhile, concerns remain about a slowdown in the global economy due to factors including heightened geopolitical risks in Europe and elsewhere and the impact of US policy developments on the global economy. As this could affect domestic consumer sentiment, uncertainty about the outlook continues.」
In addition to the previous description of the prolonged situation, it describes heightened geopolitical risks in Europe and elsewhere and concerns about a global economic slowdown resulting from US policy developments. - FY2025-Q1RestatedAnnual report
「Meanwhile, the outlook for the economy remains uncertain due to factors including increasing instability in the international situation and rising prices associated with the trend toward yen depreciation.」
Continues to identify instability in the international situation as a factor contributing to uncertainty. - FY2024RestatedAnnual report
「Geopolitical risks arising from the prolonged Russia-Ukraine situation」
Continues to identify the prolonged Russia-Ukraine situation as an external risk. - FY2024-Q3First statedAnnual report
「Geopolitical risks arising from the prolonged Russia-Ukraine situation」
Identifies the prolonged situation as an external risk but does not state any specific loss amount or event that has occurred.