Gradual Recovery in Fashion-Related Consumption
First written in FY2024-Q3. 4 of 6 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2025: 1 of 6 companies on the "Worse" side.
3 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Although inbound consumption has been trending upward as the number of visitors to Japan recovers, consumer purchasing appetite has weakened due to the impact of rising prices.」
The company continues to present increased inbound consumption alongside weaker consumer purchasing appetite due to rising prices. - FY2026-H1RestatedAnnual report
「Sales across the apparel industry, in which our group operates, have remained firm overall, but addressing the increased cost burden is an ongoing challenge.」
The company describes apparel sales as firm while also identifying the increased burden from raw-material and logistics costs as a challenge. - FY2025RestatedAnnual report
「Although inbound consumption has been trending upward as the number of visitors to Japan recovers, consumer purchasing appetite has weakened due to the impact of rising prices.」
The company continues to present increased inbound consumption alongside weaker consumer purchasing appetite due to rising prices. - FY2025-H1SoftenedAnnual report
「The apparel industry, in which our group operates, is facing soaring material and logistics costs, and the business environment is becoming increasingly challenging. Although inbound consumption has been trending upward as the number of visitors to Japan recovers, consumer purchasing appetite has weakened due to the impact of rising prices.」
The company reports increased inbound consumption, while also describing soaring material and logistics costs and weaker purchasing appetite due to rising prices, using less positive language regarding the recovery in fashion-related consumption. - FY2024RestatedAnnual report
「In the apparel industry, in which our company operates, rising raw-material prices remain a challenge as the yen depreciates, but consumer appetite for clothing is gradually recovering as opportunities to go out increase.」
The company continues to describe the recovery in clothing consumption accompanying the increase in opportunities to go out, while identifying rising raw-material prices as a challenge. - FY2024-Q3First statedAnnual report
「Although the apparel retail industry continues to face an uncertain outlook due to rising prices caused by higher resource prices and exchange-rate movements, consumer appetite for fashion-related products appears to be gradually recovering.」
The company describes both the industry’s uncertainty and the recovery trend in fashion-related consumption.