Demand for detached houses in France supported by the entrenchment of working from home and home delivery demand
First written in FY2022-Q3. 1 of 8 entries say "Advanced", first in FY2022. Latest entry: FY2024-Q2.
The whole theme swung hardest in 2023: 2 of 7 companies on the "Worse" side.
4 other companies' latest entry also says "Restated".
- FY2024-Q2RestatedAnnual report
「Although market conditions in the multifamily housing market remained sluggish in France, the core market, sales to the detached housing market performed well as supply restrictions on some products began to ease.」
In France, market conditions in the multifamily housing market remained sluggish, while supply restrictions on some products began to ease and sales to the detached housing market performed well. - FY2024-Q1Continued demand for detached houses alongside recovering supply restrictionsAnnual report
「Demand for detached houses after the COVID-19 pandemic continued in both new construction and renovation. In addition, sales of core video door phones performed well as supply restrictions on some products caused by component shortages began to ease.」
In France, post-pandemic demand for detached houses continued in both new construction and renovation, while the easing of component supply restrictions supported strong sales of core video door phones. - FY2023Full-year supply recovery coexisting with a cumulative decline in salesAnnual report
「For アイホンＳ.Ａ.Ｓ., the French sales subsidiary, as the economic downturn in Europe intensified, product supply began to recover in the fourth quarter, and sales of video door phones performed well, particularly in the core residential market. However, the decline in sales caused by supply restrictions during the first half was substantial, resulting in a significant decrease in revenue.」
In France, product supply and residential sales recovered in the fourth quarter, but the impact of supply restrictions during the first half was substantial, resulting in a substantial full-year decline in revenue. - FY2023-Q3Partial supply recovery alongside continuing first-half supply constraintsAnnual report
「For アイホンＳ.Ａ.Ｓ., the French sales subsidiary, sales in the multifamily housing market performed well as market conditions recovered from the COVID-19 pandemic. In the detached housing market, component procurement began to recover in some areas and product supplies gradually increased, but sales declined substantially because supply restrictions during the first half had a significant impact. In the business market, market conditions were also recovering from the COVID-19 pandemic, but sales were significantly affected by the prolonged supply restrictions on some products, resulting in lower revenue.」
In France, the multifamily housing market recovered and component procurement and product supply partially improved. However, supply restrictions during the first half and the prolonged constraints on some products led to lower sales and revenue in the detached housing and business markets. - FY2023-Q2Robust demand coexisting with supply restrictions and soaring building material pricesAnnual report
「For アイホンＳ.Ａ.Ｓ., the French sales subsidiary, demand for core video door phones remained firm, particularly in the detached housing market, as working from home became established. However, sales declined substantially as component shortages led to supply restrictions on some products. In the multifamily housing and business markets, market conditions were recovering from the COVID-19 pandemic, but sales were affected by delays to construction caused by shortages and soaring prices of building materials, together with supply restrictions on some products, resulting in a substantial decline in revenue.」
In France, demand for detached houses remained firm as working from home became established, and market conditions also recovered. However, shortages and soaring prices of components and building materials constrained sales and construction, resulting in a substantial decline in revenue. - FY2023-Q1Robust demand and lower revenue caused by supply restrictions coexisting in FranceAnnual report
「For アイホンＳ.Ａ.Ｓ., the French sales subsidiary, demand for core video door phones remained firm, particularly in the detached housing market, as working from home became established due to the COVID-19 pandemic. However, supply restrictions arose for some products because of component shortages, resulting in a substantial decline in revenue.」
In France, demand for core video door phones remained firm as working from home became established, while supply restrictions caused by component shortages led to a substantial decline in revenue. - FY2022AdvancedAnnual report
「At Aiphone S.A.S., its French sales subsidiary, new detached-home construction starts in France, a major market, recovered to pre-pandemic levels, while investment in home equipment increased as working from home and similar practices became established, and sales of video door phones remained strong.」
The entrenchment of working from home and increased investment in home equipment translated into strong full-year sales of video door phones for detached houses in France. - FY2022-Q3First statedAnnual report
「As working from home and home delivery demand became more established in France, sales of video door phones performed well in the detached housing market, supported by active promotional activities targeting major customers and contractors.」
The company describes the increasingly established working-from-home and home delivery demand in France as new market evidence supporting video door phone sales for detached houses.