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Buffalo (6676) · RiskMitigated

Lower Selling Prices and Profitability Pressure from Intensifying Price Competition

First written in FY2017-Q3. 12 of 31 entries say "Mitigated", first in FY2024-Q3. Latest entry: 2026-09-14.

31entries
10years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q3 – FY2019MaterialisedFY2020-Q1 – FY2021-Q2MitigatedFY2024-Q3 – 2026-09-142017: 220172018: 220182019: 320192020: 220202021: 320212022: 320222023: 420232024: 220242025: 220252026: 82026
Same theme, other companies
Declining selling prices and lower profits due to intensifying competition with other companiesA theme 226 companies write about · 227 as a headwind · 0 as a tailwind

Buffalo moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 41 of 85 companies on the "Worse" side.

18 other companies' latest entry also says "Mitigated".

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.
Showing 14 of the 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 227 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-14Mitigatedfinance.yahoo.co.jp

    「Selling prices per unit rose as a result of appropriate pricing, while cost increases remained below the assumed level.」

    The report specifically identified pricing and cost trends as factors improving profitability, indicating that earnings pressure from price competition and rising costs was partially mitigated.
  2. FY2026MitigatedAnnual report

    「In its core PC peripheral business, profitability improved substantially due to higher average selling prices resulting from appropriate pricing initiatives continued from the previous fiscal year, progress in the company's proprietary cost-reduction initiatives leveraging its engineering cycle, and exchange rates being more favorable for profit as the yen remained stronger than assumed.」

    Although pressure on earnings from price competition and higher costs is continuing, states that profitability improved substantially due to appropriate pricing, proprietary cost-reduction initiatives and exchange rates that were more favorable than assumed.
  3. FY2026-H1MitigatedAnnual report

    「In its core PC peripheral business, earnings improved due to the effects of price increases implemented in the previous fiscal year taking hold, the yen remaining stronger than assumed exchange rates, and progress in cost-reduction initiatives for some products.」

    Although pressure on earnings from price competition and higher costs is continuing, states that earnings improved as the effects of price increases implemented in the previous fiscal year took hold and cost-reduction initiatives for some products progressed.
  4. FY2025MitigatedAnnual report

    「Although the company worked to maintain its unit market share and earnings improved following price increases, challenging market conditions continue due to higher costs mainly caused by contracting domestic demand and the prolonged weakness of the yen.」

    States that although pressure on earnings from price competition and higher costs is continuing, earnings improved following price increases for some PC peripherals.
  5. FY2025-H1MitigatedAnnual report

    「In the consumer market, the company worked to maintain its unit share and improved profitability through price increases. However, extremely challenging market conditions continue because of higher costs, mainly due to shrinking domestic demand and the prolonged weakness of the yen.」

    Price increases improved earnings, and the IT-related business swung from a segment loss in the same period of the previous year to profit. However, contracting demand and higher costs due to the weaker yen are continuing.
  6. FY2024-Q3MitigatedAnnual report

    「Although the company worked to ensure a stable supply of products and maintained and expanded its market share, net sales were broadly flat due to contracting domestic demand, while higher costs mainly due to the weaker yen created an extremely challenging earnings environment. As a result, net sales were ¥78,045 million, down 2.4% year on year, and segment profit was ¥399 million, down 84.5%.」

    Although the IT-related business continues to face a challenging earnings environment, with profit down 84.5% year on year, it returned from a segment loss in the previous quarter to segment profit of ¥399 million on a cumulative basis for the current quarter. Higher costs mainly due to the weaker yen are continuing.
  7. FY2024-Q2WorsenedAnnual report

    「Although the company worked to ensure a stable supply of products and maintained and expanded its market share, net sales were broadly flat due to contracting domestic demand, while higher costs mainly due to the weaker yen created an extremely challenging earnings environment. As a result, net sales were ¥48,367 million, down 2.9% year on year, and the company recorded a segment loss of ¥577 million, compared with segment profit of ¥1,564 million in the same quarter of the previous year.」

    In the IT-related business, continued higher costs mainly due to the weaker yen caused results to deteriorate from segment profit in the same period of the previous year to a segment loss of ¥577 million.
  8. FY2024-Q1WorsenedAnnual report

    「Although the company worked to ensure a stable supply of products and maintained and expanded its market share, net sales were broadly flat due to contracting domestic demand, while higher costs mainly due to the weaker yen created an extremely challenging earnings environment. As a result, net sales were ¥24,468 million, down 2.9% year on year, and the company recorded a segment loss of ¥73 million, compared with segment profit of ¥926 million in the same quarter of the previous year.」

    Higher costs mainly due to the weaker yen caused the IT-related business to swing from segment profit in the same period of the previous year to a segment loss of ¥73 million, with pressure on earnings becoming further apparent in the results.
  9. FY2023WorsenedAnnual report

    「Although the company worked to ensure a stable supply of products and maintained and expanded its market share, net sales declined due to contracting domestic demand, while higher costs stemming from the weaker yen and the global semiconductor shortage created an extremely challenging earnings environment. As a result, net sales were ¥108,011 million, down 3.7% year on year, and segment profit was ¥3,440 million, down 71.0%.」

    In the IT-related business, the company maintained and expanded its market share, while net sales declined 3.7% and segment profit fell 71.0% year on year. Pressure on earnings, including higher costs due to the weaker yen and the semiconductor shortage, worsened as reflected in the full-year figures.
  10. FY2023-Q3WorsenedAnnual report

    「Although the company worked to ensure a stable supply of products and maintained and expanded its market share, net sales declined due to contracting domestic demand, while higher costs stemming from the weaker yen and the global semiconductor shortage created an extremely challenging earnings environment. As a result, net sales were ¥79,981 million, down 3.0% year on year, and segment profit was ¥2,574 million, down 70.0%.」

    In the IT-related business, higher costs due to the weaker yen and the semiconductor shortage were accompanied by a 70.0% year-on-year decline in segment profit, with worsening pressure on profit reflected in the figures.
  11. FY2023-Q2RestatedAnnual report

    「Although the company worked to ensure a stable supply of products and maintained its share, revenue declined because of shrinking domestic demand. The sharp rise in costs stemming from the weaker yen and the global semiconductor shortage also created a challenging earnings environment.」

    Pressure on earnings in the IT-related business due to price competition and the semiconductor shortage is continuing, with higher costs resulting from the weaker yen and the semiconductor shortage described this time as a factor making profitability more challenging.
  12. FY2023-Q1WorsenedAnnual report

    「The earnings environment also became challenging in terms of profit due to higher costs stemming from the weaker yen and the global semiconductor shortage.」

    In addition to continued pressure on earnings in the IT-related business from price competition and the semiconductor shortage, higher costs resulting from the weaker yen and the semiconductor shortage are pressuring profit.
  13. FY2022-Q3WorsenedAnnual report

    「Although net sales were maintained as a result, the earnings environment became challenging due to supply constraints and higher raw material prices resulting from the global semiconductor shortage and other factors, in addition to intensifying price competition.」

    In addition to price competition, supply constraints caused by the semiconductor shortage and higher raw material prices are explicitly identified as factors pressuring earnings, and the challenging earnings environment is continuing.
  14. FY2022-Q2RestatedAnnual report

    「Although net sales were maintained as a result, the earnings environment became challenging due to intensifying price competition and higher costs stemming from the global semiconductor shortage.」

    The challenging earnings environment is continuing due to intensifying price competition and higher costs resulting from the semiconductor shortage.
  15. FY2022-Q1WorsenedAnnual report

    「Although net sales increased as a result, the earnings environment became challenging due to intensifying price competition and higher costs stemming from the global semiconductor shortage.」

    States that although net sales increased, higher costs resulting from the global semiconductor shortage, in addition to intensifying price competition, made the earnings environment challenging.
  16. FY2021-Q3RestatedAnnual report

    「In the peripheral equipment market, the Group’s core market, consumer demand continued to expand because of telework, at-home entertainment and remote learning amid the COVID-19 pandemic. The GIGA School Program of the Ministry of Education, Culture, Sports, Science and Technology also promoted the introduction of Wi-Fi-related products at elementary and junior high schools, but intensifying price competition resulted in an extremely challenging earnings environment.」

    While consumer demand and GIGA School-related volumes expanded, the earnings environment remains challenging due to intensifying price competition. There has been no substantive change in the theme from the previous quarter.
  17. FY2021-Q2WorsenedAnnual report

    「In the core PC peripheral market, consumer demand expanded temporarily due to increased demand for telework, stay-at-home entertainment and remote learning during the COVID-19 pandemic, while corporate demand benefited from the introduction of Wi-Fi-related products at elementary and junior high schools under the Ministry of Education, Culture, Sports, Science and Technology's GIGA School Program. However, sharp price declines resulting from intensifying competition and the disappearance of the rush demand ahead of the previous year's consumption tax increase created an extremely challenging earnings environment in both the consumer and corporate markets.」

    States that although demand and installation volumes expanded, sharp price declines resulting from intensifying competition made the earnings environment extremely challenging in both the consumer and corporate markets.
  18. FY2020-Q3MaterialisedAnnual report

    「However, in the consumer market, intensifying competition in the peripheral market forced average selling prices lower. Although unit sales exceeded the previous year, profit declined.」

    The impact of continued declines in average selling prices resulting from intensifying competition in the peripheral market has become apparent through lower profit despite unit sales exceeding the previous year.
  19. FY2020-Q2MaterialisedAnnual report

    「However, in the consumer market, intensifying competition in the peripheral market forced average selling prices lower. Although unit sales exceeded the previous year, profit declined.」

    The impact of lower average selling prices resulting from intensifying competition in the peripheral market is continuing to emerge in the form of lower profit despite unit sales exceeding the previous year.
  20. FY2020-Q1MaterialisedAnnual report

    「However, in the consumer market, intensifying competition in the peripheral market forced average selling prices lower. Although unit sales exceeded the previous year, profit declined.」

    States that lower average selling prices resulting from intensifying competition in the peripheral market actually occurred and led to lower profit even though unit sales exceeded the previous year.
  21. FY2019RestatedAnnual report

    「Competitors in the peripheral equipment industry exist worldwide. Our Group needs to maintain global competitiveness in technology development, product functions and performance, cost competitiveness, design and many other areas.」

    Cites global competition, in addition to pricing pressure, as a risk that could affect market share and earnings power.
  22. FY2019-Q2RestatedAnnual report

    「However, unit sales declined and sales remained sluggish due to the contraction of the peripheral market and the adjustment of selling prices.」

    Continues to cite lower unit sales and sluggish sales due to the contraction of the peripheral market and the adjustment of selling prices.
  23. FY2018-Q3RestatedAnnual report

    「In the peripheral equipment business, the Group broadly maintained its position in the domestic consumer market, but unit sales declined because of the contraction of the peripheral equipment market and the effects of appropriate pricing, among other factors.」

    Continues to cite the contraction of the peripheral market and lower unit sales accompanying the adjustment of selling prices, with pressure on earnings from both pricing and volume persisting.
  24. FY2018-Q2RestatedAnnual report

    「Although the company maintained its market position in Japan's consumer market, unit sales of peripherals as a whole fell by more than 20% year on year as it pursued appropriate selling prices.」

    States that unit sales fell by more than 20% year on year in line with the adjustment of selling prices, showing the relationship between pricing measures and lower volumes.
  25. FY2017-Q3First statedAnnual report

    「However, although the company generally expanded and maintained its share of other major products, net sales were ¥54,196 million, down 6.6% year on year, due to intensifying price competition and efforts to restrain sales of unprofitable products.」

    States that intensifying price competition was reflected in actual results through sales restraint and a 6.6% year-on-year decline in net sales.
Moved together

"Contraction and stagnation in the digital consumer electronics market and economic uncertainty" moved the same way as this thread, in the same document, in 8 of its 31 moves.

877444★123456
  1. ★This thread
  2. 1Contraction and stagnation in the digital consumer electronics market and economic uncertainty8×
  3. 2Impact of Exchange-Rate Fluctuations on Business, Performance and Financial Position7×
  4. 3Share Repurchase to Enhance Shareholder Returns and Improve Capital Efficiency7×
  5. 4Profit contribution from sales of Airdog and AMD CPUs4×
  6. 5Impact of Unfavorable Weather and Natural Disasters on the Food Business4×
  7. 6Contraction of the Household and Commercial Noodle Market4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Buffalo yet. It last moved in the Revision of earnings forecasts of 2026-09-11: "Mitigated".
Lower Selling Prices and Profitability Pressure from Intensifying Price Competition | BUFFALO INC. (6676) | Komori